Oracle Corp
ORCL- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001341439
In the last 90 days, Oracle Corp insiders filed 0 open-market purchases and 3 sales; 3,536 institutions reported holding it in 13F filings for Q2 2026, worth $188.7B in total; 4 superinvestors hold it, including Harris Associates (Oakmark) and Weitz Investment Management.
Other share classesORCL.PD
13F holders, Q4 2023
Institutional positions in Oracle Corp as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,701
- +207 vs. Q3 2023
- Shares held
- 1.18B
- +10.6M (+0.9%) vs. Q3 2023
- Total value
- $124.2B
- +$437.8M (+0.4%) vs. Q3 2023
- New holders
- 340
- 1,043 more added
- Sold out
- 133
- 945 more reduced
42 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ORCL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,536 | $188.7B |
| Q1 2026 | 3,507 | $177.8B |
| Q4 2025 | 3,779 | $242.8B |
| Q3 2025 | 3,832 | $348.7B |
| Q2 2025 | 3,630 | $271.4B |
| Q1 2025 | 3,259 | $171.9B |
| Q4 2024 | 3,356 | $204.5B |
| Q3 2024 | 3,077 | $206.6B |
| Q2 2024 | 2,926 | $169.3B |
| Q1 2024 | 2,820 | $148.6B |
| Q4 2023 | 2,701 | $124.2B |
| Q3 2023 | 2,536 | $124.0B |
| Q2 2023 | 2,570 | $138.9B |
| Q1 2023 | 2,356 | $107.5B |
| Q4 2022 | 2,304 | $93.7B |
| Q3 2022 | 2,108 | $68.7B |
| Q2 2022 | 2,196 | $78.5B |
| Q1 2022 | 2,271 | $93.0B |
| Q4 2021 | 2,303 | $98.6B |
| Q3 2021 | 2,112 | $101.6B |
| Q2 2021 | 2,101 | $98.1B |
| Q1 2021 | 2,045 | $93.5B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Oracle Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| West Financial Advisors, LLC | 1,601 | $168.8K | 0.04% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 1,614 | $170.2K | 0.04% | −1,509−48.3% | Reduced |
| Mendota Financial Group, LLC | 1,625 | $171.3K | 0.13% | +1,625 | New |
| America First Investment Advisors, LLC | 1,631 | $172.0K | 0.04% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 1,500 | $173.2K | 0.10% | +1,500 | New |
| Chilton Capital Management LLC | 1,643 | $173.2K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1,647 | $173.6K | 0.14% | +1,647 | New |
| TSFG, LLC | 1,670 | $176.0K | 0.06% | −206−11.0% | Reduced |
| Advantage Trust Co | 1,682 | $177.3K | 0.14% | +1,682 | New |
| Bellevue Asset Management, LLC | 1,691 | $178.3K | 0.16% | 00.0% | Unchanged |
| Planning Capital Management Corp | 1,710 | $180.3K | 0.14% | +1,710 | New |
| Blue Chip Partners, Inc. | 1,732 | $182.6K | 0.02% | +7+0.4% | Added |
| Main Street Group, LTD | 1,739 | $183.4K | 0.06% | +1,739 | New |
| DHJJ Financial Advisors, Ltd. | 1,744 | $183.9K | 0.09% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,749 | $184.4K | 0.05% | −899−34.0% | Reduced |
| Readystate Asset Management LP | 1,780 | $187.7K | 0.01% | +1,780 | New |
| Foster Dykema Cabot & Partners, LLC | 1,784 | $188.1K | 0.02% | +1,784 | New |
| Sittner & Nelson, LLC | 1,800 | $189.8K | 0.10% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 1,816 | $191.5K | 0.06% | +1,816 | New |
| Quest Partners LLC | 1,823 | $192.2K | 0.04% | +1,823 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,830 | $192.9K | 0.09% | +1,830 | New |
| Osterweis Capital Management Inc | 1,845 | $194.5K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,851 | $195.1K | 0.09% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,881 | $198.3K | 0.03% | −1,211−39.2% | Reduced |
| Archer Investment Corp | 1,887 | $198.9K | 0.06% | +32+1.7% | Added |
| Lakeshore Financial Planning, Inc. | 1,897 | $200.0K | 0.11% | 00.0% | Unchanged |
| Madden Securities Corp | 1,900 | $200.3K | 0.11% | −30−1.6% | Reduced |
| Darden Wealth Group Inc | 1,900 | $200.3K | 0.19% | +1,900 | New |
| Larson Financial Group LLC | 1,901 | $200.4K | 0.02% | +564+42.2% | Added |
| Financial Freedom, LLC | 1,901 | $200.4K | 0.13% | +3+0.2% | Added |
| Oak Ridge Investments LLC | 1,902 | $200.5K | 0.02% | +1,902 | New |
| Range Financial Group LLC | 1,903 | $200.6K | 0.12% | +1,903 | New |
| Opes Wealth Management LLC | 1,908 | $201.2K | 0.05% | −77−3.9% | Reduced |
| Royal Capital Wealth Management, LLC | 1,908 | $201.2K | 0.17% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 1,914 | $201.8K | 0.11% | +1,914 | New |
| AlphaMark Advisors, LLC | 1,914 | $202.0K | 0.08% | +1+0.1% | Added |
| Mills Wealth Advisors LLC | 1,920 | $202.4K | 0.15% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 1,921 | $202.6K | 0.29% | −5,161−72.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,923 | $202.7K | 0.02% | −1−0.1% | Reduced |
| Coerente Capital Management | 1,925 | $203.0K | 0.04% | +1,925 | New |
| Garden State Investment Advisory Services LLC | 1,928 | $203.3K | 0.08% | −198−9.3% | Reduced |
| LexAurum Advisors, LLC | 1,929 | $203.3K | 0.05% | +1+0.1% | Added |
| Money Concepts Capital Corp | 1,931 | $203.6K | 0.02% | +1,931 | New |
| Financial Network Wealth Advisors LLC | 1,932 | $203.7K | 0.22% | +1,932 | New |
| Falcon Wealth Planning | 1,932 | $203.7K | 0.04% | +1,932 | New |
| Successful Portfolios LLC | 1,936 | $204.1K | 0.15% | +1,936 | New |
| PFW Advisors LLC | 1,945 | $205.1K | 0.07% | +1,945 | New |
| Holistic Financial Partners | 1,948 | $205.4K | 0.12% | +1,948 | New |
| Gallacher Capital Management LLC | 1,950 | $205.6K | 0.11% | −333−14.6% | Reduced |
| DF Dent & Co Inc | 1,952 | $205.8K | 0.00% | +1,952 | New |
| Pinkerton Retirement Specialists, LLC | 1,956 | $206.2K | 0.04% | −609−23.7% | Reduced |
| WR Wealth Planners, LLC | 1,956 | $206.2K | 0.08% | +290+17.4% | Added |
| Blue Square Asset Management, LLC | 1,975 | $208.2K | 0.14% | 00.0% | Unchanged |
| Carson Advisory Inc. | 1,975 | $208.2K | 0.16% | +1,975 | New |
| Verum Partners LLC | 1,987 | $209.5K | 0.08% | −313−13.6% | Reduced |
| BigSur Wealth Management LLC | 1,987 | $209.5K | 0.10% | +1,987 | New |
| Nalls Sherbakoff Group, LLC | 1,989 | $209.7K | 0.19% | +4+0.2% | Added |
| WealthPLAN Partners, LLC | 1,994 | $210.2K | 0.02% | −25−1.2% | Reduced |
| Lincoln Capital LLC | 1,999 | $210.8K | 0.05% | −75−3.6% | Reduced |
| Palogic Value Management, L.P. | 2,000 | $210.9K | 0.09% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 2,000 | $210.9K | 0.06% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 2,000 | $211.0K | 0.11% | +2,000 | New |
| Cassady Schiller Wealth Management, LLC | 2,006 | $211.5K | 0.11% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 2,008 | $211.7K | 0.12% | −34−1.7% | Reduced |
| Investment Advisory Services Inc | 2,019 | $212.9K | 0.08% | +2,019 | New |
| James J. Burns & Company, LLC | 2,025 | $213.0K | 0.05% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 2,021 | $213.0K | 0.08% | +123+6.5% | Added |
| RKL Wealth Management LLC | 2,021 | $213.1K | 0.02% | 00.0% | Unchanged |
| Columbus Macro, LLC | 2,011 | $213.2K | 0.08% | −78−3.7% | Reduced |
| Tyler-Stone Wealth Management | 2,030 | $214.0K | 0.11% | 00.0% | Unchanged |
| Power Wealth Management LLC | 2,032 | $214.2K | 0.16% | +2,032 | New |
| Brown, Lisle/Cummings, Inc. | 2,035 | $214.6K | 0.08% | +235+13.1% | Added |
| Newbridge Financial Services Group, Inc. | 2,039 | $215.0K | 0.11% | +1,038+103.7% | Added |
| Absher Wealth Management, LLC | 2,041 | $215.2K | 0.03% | −450−18.1% | Reduced |
| Pinnacle Bancorp, Inc. | 2,043 | $215.4K | 0.07% | +175+9.4% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 2,080 | $215.6K | 0.14% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 2,051 | $216.3K | 0.10% | +4+0.2% | Added |
| TCWP LLC | 2,058 | $217.0K | 0.61% | −384−15.7% | Reduced |
| Dudley Capital Management, LLC | 2,059 | $217.1K | 0.14% | +2,059 | New |
| Northwest Bancshares, Inc. | 2,064 | $217.6K | 0.04% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 2,065 | $217.7K | 0.07% | 00.0% | Unchanged |
| W Advisors, LLC | 2,068 | $218.0K | 0.16% | +2,068 | New |
| Flaharty Asset Management, LLC | 2,069 | $218.1K | 0.03% | +604+41.2% | Added |
| Impact Partnership Wealth, LLC | 2,074 | $218.7K | 0.08% | −1,451−41.2% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 2,075 | $218.7K | 0.00% | +2,075 | New |
| BlueSky Wealth Advisors, LLC | 2,079 | $219.2K | 0.04% | 00.0% | Unchanged |
| SWP Financial LLC | 2,083 | $219.6K | 0.17% | +2,083 | New |
| Sentry LLC | 2,087 | $220.0K | 0.05% | 00.0% | Unchanged |
| Bank Ozk | 2,090 | $220.3K | 0.11% | −84−3.9% | Reduced |
| Wilkinson Global Asset Management LLC | 2,090 | $220.3K | 0.02% | −1,331−38.9% | Reduced |
| David J Yvars Group | 2,091 | $220.5K | 0.18% | 00.0% | Unchanged |
| Abel Hall, LLC | 2,092 | $220.6K | 0.19% | +2,092 | New |
| Juncture Wealth Strategies, LLC | 2,094 | $220.8K | 0.10% | 00.0% | Unchanged |
| ODonnell Financial Services, LLC | 2,094 | $220.8K | 0.11% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 2,094 | $220.8K | 0.17% | −1,999−48.8% | Reduced |
| Saxon Interests, Inc. | 2,094 | $220.8K | 0.11% | −21,304−91.1% | Reduced |
| Summit Wealth Group, LLC | 2,094 | $221.0K | 0.17% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 2,097 | $221.1K | 0.07% | −1,815−46.4% | Reduced |
| Taurus Asset Management, LLC | 2,100 | $221.4K | 0.02% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 2,104 | $221.8K | 0.05% | +29+1.4% | Added |