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; 3,537 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 | 3,537 | $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 |
|---|---|---|---|---|---|
| Coastal Bridge Advisors, LLC | 3,326 | $350.6K | 0.09% | +6+0.2% | Added |
| Verity & Verity, LLC | 3,327 | $350.8K | 0.04% | −110−3.2% | Reduced |
| Financial Advisory Service, Inc. | 3,327 | $350.8K | 0.03% | +340+11.4% | Added |
| Opal Wealth Advisors, LLC | 3,335 | $351.6K | 0.14% | +699+26.5% | Added |
| Flynn Zito Capital Management, LLC | 3,336 | $351.7K | 0.24% | +140+4.4% | Added |
| Foster Victor Wealth Advisors, LLC | 3,366 | $352.3K | 0.04% | −10.0% | Reduced |
| AllSquare Wealth Management LLC | 3,347 | $352.9K | 0.22% | −750−18.3% | Reduced |
| Hudock, Inc. | 3,348 | $353.0K | 0.08% | +2+0.1% | Added |
| Plato Investment Management Ltd | 3,350 | $353.2K | 0.43% | +3,350 | New |
| Atwood & Palmer Inc | 3,363 | $354.6K | 0.03% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 3,371 | $355.0K | 0.21% | +3,371 | New |
| Wade Financial Advisory, Inc | 3,368 | $355.1K | 0.13% | −20−0.6% | Reduced |
| Acorn Financial Advisory Services Inc | 3,377 | $355.1K | 0.06% | +12+0.4% | Added |
| Kowal Investment Group, LLC | 3,372 | $355.5K | 0.08% | +1,017+43.2% | Added |
| Total Clarity Wealth Management, Inc. | 3,382 | $356.6K | 0.15% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 3,390 | $357.4K | 0.08% | −121−3.4% | Reduced |
| Eagle Ridge Investment Management | 3,400 | $358.5K | 0.04% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 3,400 | $358.5K | 0.07% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 3,404 | $358.9K | 0.04% | +47+1.4% | Added |
| Gilbert & Cook, Inc. | 3,407 | $359.2K | 0.05% | +3,407 | New |
| Bristol John W & Co Inc | 3,408 | $359.3K | 0.01% | −1,000−22.7% | Reduced |
| Cornerstone Wealth Group, LLC | 3,410 | $359.5K | 0.05% | +141+4.3% | Added |
| Bell Bank | 3,411 | $359.6K | 0.03% | −306−8.2% | Reduced |
| Heritage Investors Management Corp | 3,418 | $360.0K | 0.01% | +120+3.6% | Added |
| Meritage Portfolio Management | 3,412 | $360.0K | 0.02% | +1,000+41.5% | Added |
| Grand Jean Capital Management Inc | 3,415 | $360.0K | 0.11% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 3,422 | $360.8K | 0.29% | +800+30.5% | Added |
| Truvestments Capital LLC | 3,422 | $360.8K | 0.16% | −21−0.6% | Reduced |
| SFMG, LLC | 3,431 | $361.7K | 0.03% | −115−3.2% | Reduced |
| Interchange Capital Partners, LLC | 3,375 | $361.8K | 0.27% | +64+1.9% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,439 | $362.6K | 0.04% | +307+9.8% | Added |
| Gradient Investments LLC | 3,441 | $362.8K | 0.01% | −236−6.4% | Reduced |
| Windsor Capital Management, LLC | 3,446 | $363.3K | 0.12% | +5+0.1% | Added |
| Cornerstone Wealth Management, LLC | 3,448 | $363.5K | 0.03% | −229−6.2% | Reduced |
| Revolve Wealth Partners, LLC | 3,452 | $364.0K | 0.07% | +106+3.2% | Added |
| Vigilare Wealth Management | 3,459 | $364.7K | 0.19% | +5+0.1% | Added |
| 1858 Wealth Management, LLC | 3,460 | $364.8K | 0.35% | +3,460 | New |
| CoreFirst Bank & Trust | 3,466 | $365.4K | 0.24% | −1,415−29.0% | Reduced |
| Sachetta, LLC | 3,478 | $366.7K | 0.17% | +3,478 | New |
| Monarch Capital Management Inc | 3,483 | $367.2K | 0.11% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 3,496 | $368.6K | 0.30% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,497 | $368.7K | 0.00% | −121−3.3% | Reduced |
| Beech Hill Advisors, Inc. | 3,500 | $369.0K | 0.18% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 3,500 | $369.0K | 0.15% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 3,506 | $369.6K | 0.21% | +10.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 3,506 | $369.6K | 0.17% | −48−1.4% | Reduced |
| M. Kulyk & Associates, LLC | 3,528 | $372.0K | 0.09% | −10.0% | Reduced |
| Concentrum Wealth Management | 3,529 | $372.1K | 0.19% | +33+0.9% | Added |
| Legacy Capital Wealth Partners, LLC | 3,529 | $372.1K | 0.11% | +947+36.7% | Added |
| Perfromance Wealth Partners, LLC | 3,541 | $373.3K | 0.02% | −144−3.9% | Reduced |
| Karpus Management, Inc. | 3,550 | $374.3K | 0.01% | 00.0% | Unchanged |
| KilterHowling LLC | 3,233 | $374.3K | 0.28% | +3+0.1% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,562 | $375.5K | 0.23% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 3,579 | $377.0K | 0.21% | −4,578−56.1% | Reduced |
| Core Alternative Capital | 3,579 | $377.3K | 0.06% | −697−16.3% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,585 | $378.0K | 0.11% | +50+1.4% | Added |
| Canton Hathaway, LLC | 3,585 | $378.0K | 0.11% | −600−14.3% | Reduced |
| MBL Wealth, LLC | 3,587 | $378.2K | 0.05% | −1,964−35.4% | Reduced |
| Clearline Capital LP | 3,600 | $379.5K | 0.04% | +3,600 | New |
| Invst, LLC | 3,299 | $380.3K | 0.05% | +86+2.7% | Added |
| One Capital Management, LLC | 3,611 | $380.7K | 0.02% | −596−14.2% | Reduced |
| Canvas Wealth Advisors, LLC | 3,577 | $381.3K | 0.14% | −320−8.2% | Reduced |
| TriaGen Wealth Management LLC | 3,621 | $381.8K | 0.18% | −6,740−65.1% | Reduced |
| CWS Financial Advisors, LLC | 3,622 | $381.8K | 0.14% | −858−19.2% | Reduced |
| KLCM Advisors, Inc. | 3,629 | $382.6K | 0.06% | +501+16.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 3,633 | $383.0K | 0.07% | −28−0.8% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 3,640 | $383.7K | 0.08% | +1,480+68.5% | Added |
| Ssi Investment Management LLC | 3,647 | $384.5K | 0.03% | −12−0.3% | Reduced |
| Heritage Wealth Management, Inc. | 3,649 | $384.7K | 0.41% | +3,649 | New |
| HTG Investment Advisors, Inc. | 3,650 | $384.8K | 0.25% | −40−1.1% | Reduced |
| Sound Income Strategies, LLC | 3,652 | $385.0K | 0.03% | +9+0.2% | Added |
| Townsend Asset Management Corp | 3,659 | $385.8K | 0.18% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,659 | $385.8K | 0.03% | −737−16.8% | Reduced |
| One Charles Private Wealth Services, LLC | 3,660 | $385.9K | 0.20% | +10.0% | Added |
| Capital Advisory Group Advisory Services, LLC | 3,663 | $386.2K | 0.21% | −459−11.1% | Reduced |
| Patron Partners Advisors, LLC | 3,667 | $386.6K | 0.26% | −103−2.7% | Reduced |
| First International Bank & Trust | 3,667 | $386.6K | 0.15% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,671 | $387.0K | 0.12% | +3+0.1% | Added |
| Financial Insights, Inc. | 3,675 | $387.5K | 0.12% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 3,676 | $387.6K | 0.02% | +403+12.3% | Added |
| Gould Asset Management LLC | 3,679 | $387.9K | 0.10% | +35+1.0% | Added |
| Hexagon Capital Partners LLC | 3,695 | $389.5K | 0.09% | +533+16.9% | Added |
| Summit Financial Group Inc | 3,700 | $390.1K | 0.15% | 00.0% | Unchanged |
| Marathon Capital Management | 3,700 | $390.1K | 0.10% | 00.0% | Unchanged |
| Northwest Financial Advisors | 3,710 | $391.1K | 0.33% | +3,710 | New |
| First County Bank | 3,712 | $391.4K | 0.19% | −827−18.2% | Reduced |
| Kolinsky Wealth Management, LLC | 3,721 | $392.3K | 0.35% | −124−3.2% | Reduced |
| Summit Wealth Partners, LLC | 3,722 | $392.4K | 0.09% | +3,722 | New |
| Greater Midwest Financial Group, LLC | 3,725 | $392.7K | 0.27% | +3,725 | New |
| Index Fund Advisors, Inc. | 3,728 | $393.0K | 0.02% | −240−6.0% | Reduced |
| Parkside Advisors LLC | 3,734 | $393.6K | 0.11% | +42+1.1% | Added |
| Jag Capital Management, LLC | 3,739 | $394.2K | 0.06% | −128,660−97.2% | Reduced |
| Pinnacle Holdings, LLC | 3,747 | $395.0K | 0.16% | +10+0.3% | Added |
| Wellington Shields & Co., LLC | 3,754 | $395.8K | 0.15% | −1,431−27.6% | Reduced |
| Rappaport Reiches Capital Management, LLC | 3,756 | $396.0K | 0.14% | +935+33.1% | Added |
| Platte River Wealth Advisors, LLC | 3,775 | $398.0K | 0.13% | +3,775 | New |
| Mustard Seed Financial, LLC | 3,776 | $398.2K | 0.45% | +3,776 | New |
| Modern Wealth Management, LLC | 3,778 | $398.3K | 0.05% | +3,778 | New |
| Middleton & Co Inc | 3,780 | $398.5K | 0.05% | 00.0% | Unchanged |
| Retirement Planning Group | 3,791 | $399.7K | 0.04% | +826+27.9% | Added |