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 |
|---|---|---|---|---|---|
| SPC Financial, Inc. | 2,106 | $222.0K | 0.02% | −173−7.6% | Reduced |
| Mirova | 2,106 | $222.0K | 0.05% | −128−5.7% | Reduced |
| Spotlight Asset Group, Inc. | 2,102 | $222.6K | 0.20% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 2,114 | $222.9K | 0.04% | +2,114 | New |
| Schmidt P J Investment Management Inc | 1,950 | $223.5K | 0.04% | +50+2.6% | Added |
| High Net Worth Advisory Group LLC | 2,123 | $223.8K | 0.08% | 00.0% | Unchanged |
| First National Corp | 2,124 | $224.0K | 0.05% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 2,121 | $224.0K | 0.05% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 2,126 | $224.1K | 0.08% | −53−2.4% | Reduced |
| Wealthquest Corp | 2,126 | $224.2K | 0.02% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 2,132 | $224.8K | 0.10% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,133 | $224.9K | 0.02% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 2,134 | $225.0K | 0.13% | +22+1.0% | Added |
| GDS Wealth Management | 2,136 | $225.2K | 0.03% | −331−13.4% | Reduced |
| Crescent Grove Advisors, LLC | 2,137 | $225.3K | 0.03% | +2,137 | New |
| GSG Advisors LLC | 2,202 | $225.6K | 0.08% | −69−3.0% | Reduced |
| Vahanian & Associates Financial Planning Inc. | 2,145 | $226.1K | 0.89% | −600−21.9% | Reduced |
| Bowman & Co S.C. | 2,152 | $226.9K | 0.16% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 2,152 | $226.9K | 0.04% | −25−1.1% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,162 | $228.0K | 0.09% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 1,961 | $228.2K | 0.17% | +1,961 | New |
| Wescott Financial Advisory Group, LLC | 2,166 | $228.4K | 0.03% | −9−0.4% | Reduced |
| Hilton Capital Management, LLC | 2,167 | $228.5K | 0.02% | −89−3.9% | Reduced |
| Shelton Wealth Management, LLC | 2,177 | $229.6K | 0.16% | +8+0.4% | Added |
| Requisite Capital Management, LLC | 2,180 | $229.8K | 0.06% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 2,179 | $230.0K | 0.18% | +8+0.4% | Added |
| Zullo Investment Group, Inc. | 2,183 | $230.2K | 0.12% | +26+1.2% | Added |
| Clifford Group, LLC | 2,187 | $230.6K | 0.21% | 00.0% | Unchanged |
| Petix & Botte Co | 2,194 | $231.3K | 0.07% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 2,194 | $231.3K | 0.03% | +50+2.3% | Added |
| Presilium Private Wealth, LLC | 2,197 | $231.6K | 0.07% | +282+14.7% | Added |
| TCTC Holdings, LLC | 2,199 | $231.8K | 0.01% | 00.0% | Unchanged |
| ORBA Wealth Advisors, L.L.C. | 2,201 | $232.1K | 0.14% | +2,201 | New |
| DSC Advisors, L.P. | 2,206 | $232.6K | 0.39% | +262+13.5% | Added |
| First United Bank Trust | 2,212 | $233.2K | 0.09% | +200+9.9% | Added |
| Gibson Capital, LLC | 2,215 | $233.5K | 0.05% | +33+1.5% | Added |
| Cim, LLC | 2,104 | $233.6K | 0.04% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 2,218 | $233.8K | 0.10% | 00.0% | Unchanged |
| Rogco, LP | 2,220 | $234.1K | 0.10% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,229 | $235.0K | 0.17% | +10.0% | Added |
| Kornitzer Capital Management Inc | 2,235 | $235.6K | 0.00% | −9,645−81.2% | Reduced |
| Columbia Trust Co 01012016 | 2,235 | $235.6K | 0.11% | +2,235 | New |
| Seven Springs Wealth Group, LLC | 2,235 | $235.6K | 0.11% | +2,235 | New |
| Cheviot Value Management, LLC | 2,239 | $236.1K | 0.05% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 2,230 | $236.2K | 0.18% | −271−10.8% | Reduced |
| Greenspring Advisors, LLC | 2,246 | $236.8K | 0.07% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,252 | $237.0K | 0.08% | −24−1.1% | Reduced |
| Dorsey Wright & Associates | 2,250 | $237.0K | 0.07% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 2,248 | $237.0K | 0.21% | −500−18.2% | Reduced |
| NavPoint Financial, Inc. | 2,248 | $237.0K | 0.22% | +2,248 | New |
| Segment Wealth Management, LLC | 2,251 | $237.3K | 0.02% | −280−11.1% | Reduced |
| Berkshire Bank | 2,255 | $237.7K | 0.06% | 00.0% | Unchanged |
| Rinkey Investments | 2,257 | $238.0K | 0.09% | +2,257 | New |
| USAdvisors Wealth Management, LLC | 2,259 | $238.0K | 0.10% | +2,259 | New |
| Park Edge Advisors, LLC | 2,259 | $238.2K | 0.08% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 2,263 | $238.6K | 0.08% | +6+0.3% | Added |
| Seldon Capital LP | 2,265 | $238.8K | 0.18% | 00.0% | Unchanged |
| Manchester Financial Inc | 2,267 | $239.0K | 0.07% | −141−5.9% | Reduced |
| Legacy Edge Advisors, LLC | 2,270 | $239.3K | 0.05% | +2,270 | New |
| Delap Wealth Advisory, LLC | 2,272 | $239.5K | 0.11% | +2,272 | New |
| Jentner Corp | 2,272 | $239.6K | 0.09% | +9+0.4% | Added |
| ARS Wealth Advisors Group, LLC | 2,274 | $239.8K | 0.04% | −198−8.0% | Reduced |
| Shearwater Capital LLC | 2,290 | $241.4K | 0.19% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2,283 | $241.8K | 0.07% | −199−8.0% | Reduced |
| Dash Acquisitions Inc. | 2,331 | $242.2K | 0.09% | +45+2.0% | Added |
| ForthRight Wealth Management, LLC | 2,298 | $242.3K | 0.09% | 00.0% | Unchanged |
| Mainsail Asset Management, LLC | 2,300 | $242.5K | 0.23% | +2,300 | New |
| Raab & Moskowitz Asset Management LLC | 2,319 | $244.5K | 0.08% | −50−2.1% | Reduced |
| LaFleur & Godfrey LLC | 2,325 | $245.1K | 0.04% | +2,325 | New |
| Greenhouse Wealth Management, LLC | 2,329 | $245.5K | 0.20% | 00.0% | Unchanged |
| Riverstone Advisors, LLC | 2,329 | $245.5K | 0.16% | 00.0% | Unchanged |
| TTP Investments, Inc. | 2,330 | $245.7K | 0.11% | −567−19.6% | Reduced |
| FNY Investment Advisers, LLC | 2,340 | $246.0K | 0.28% | −3,326−58.7% | Reduced |
| Sandy Cove Advisors, LLC | 2,337 | $246.4K | 0.13% | +2,337 | New |
| Klein Pavlis & Peasley Financial, Inc. | 2,337 | $246.4K | 0.23% | +2,337 | New |
| Eagle Wealth Strategies LLC | 2,338 | $246.5K | 0.15% | +2,338 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,208 | $246.6K | 0.00% | −502−18.5% | Reduced |
| Somerville Kurt F | 2,348 | $247.6K | 0.05% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,356 | $248.4K | 0.03% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 2,357 | $248.5K | 0.04% | −124−5.0% | Reduced |
| Westover Capital Advisors, LLC | 2,357 | $248.5K | 0.08% | 00.0% | Unchanged |
| O'Dell Group, LLC | 2,364 | $249.2K | 0.07% | +3+0.1% | Added |
| NinePointTwo Capital | 2,379 | $250.0K | 0.10% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 2,373 | $250.2K | 0.11% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 2,376 | $250.5K | 0.19% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 2,376 | $250.5K | 0.02% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 2,378 | $250.7K | 0.06% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2,384 | $251.3K | 0.09% | +582+32.3% | Added |
| Horizon Wealth Management, LLC | 2,387 | $251.7K | 0.07% | +103+4.5% | Added |
| Bender Robert & Associates | 2,389 | $251.9K | 0.06% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 2,394 | $252.4K | 0.08% | +27+1.1% | Added |
| Marietta Investment Partners LLC | 2,400 | $253.0K | 0.06% | 00.0% | Unchanged |
| Noble Family Wealth, LLC | 2,400 | $253.0K | 0.08% | 00.0% | Unchanged |
| Humankind Investments LLC | 2,401 | $253.1K | 0.08% | −2−0.1% | Reduced |
| Weaver Consulting Group | 2,408 | $253.9K | 0.10% | −70−2.8% | Reduced |
| Lazard Freres Gestion S.A.S. | 2,400 | $254.0K | 0.01% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 2,410 | $254.1K | 0.21% | +2,410 | New |
| Pittenger & Anderson Inc | 2,415 | $254.6K | 0.01% | −830−25.6% | Reduced |
| Financial Engines Advisors L.L.C. | 2,418 | $254.9K | 0.00% | +2,418 | New |
| FSA Advisors, Inc. | 2,422 | $255.4K | 0.32% | +2,422 | New |