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 |
|---|---|---|---|---|---|
| Garrett Wealth Advisory Group, LLC | 3,792 | $399.8K | 0.17% | −242−6.0% | Reduced |
| Baldwin Brothers Inc | 3,796 | $400.2K | 0.03% | −300−7.3% | Reduced |
| E&G Advisors, LP | 3,800 | $400.6K | 0.14% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 3,801 | $400.7K | 0.15% | −6−0.2% | Reduced |
| TCI Wealth Advisors, Inc. | 3,804 | $401.1K | 0.04% | −32−0.8% | Reduced |
| Central Valley Advisors, LLC | 3,804 | $401.1K | 0.24% | +3,804 | New |
| Rowland & Co Investment Counsel | 3,815 | $402.2K | 0.09% | −300−7.3% | Reduced |
| Advus Financial Partners, LLC | 3,827 | $403.5K | 0.14% | −20−0.5% | Reduced |
| Stephens Consulting, LLC | 3,832 | $404.0K | 0.14% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 3,834 | $404.2K | 0.00% | +3,834 | New |
| Moss Adams Wealth Advisors LLC | 3,847 | $405.6K | 0.08% | +566+17.3% | Added |
| Invictus Private Wealth, LLC | 3,860 | $407.0K | 0.04% | −37−0.9% | Reduced |
| Roble, Belko & Company, Inc | 3,864 | $407.0K | 0.08% | +164+4.4% | Added |
| Prelude Capital Management, LLC | 3,867 | $407.7K | 0.04% | +3,867 | New |
| Northeast Financial Consultants Inc | 3,884 | $409.5K | 0.02% | +600+18.3% | Added |
| OmniStar Financial Group, Inc. | 3,896 | $410.8K | 0.52% | −516−11.7% | Reduced |
| Westwood Holdings Group Inc. | 3,895 | $411.0K | 0.00% | −76−1.9% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 3,900 | $411.2K | 0.12% | +100+2.6% | Added |
| ICA Group Wealth Management, LLC | 3,902 | $411.4K | 0.09% | +636+19.5% | Added |
| Tyche Wealth Partners LLC | 3,910 | $412.2K | 0.10% | +3,910 | New |
| Wealth Architects, LLC | 3,919 | $413.2K | 0.06% | +410+11.7% | Added |
| Sunflower Bank, N.A. | 3,923 | $413.6K | 0.09% | −71−1.8% | Reduced |
| Financial Perspectives, Inc | 3,923 | $413.6K | 0.17% | +37+1.0% | Added |
| Defined Wealth Management, LLC | 3,932 | $414.6K | 0.32% | +10+0.3% | Added |
| Waypoint Capital Advisors, LLC | 3,943 | $415.7K | 0.12% | −43−1.1% | Reduced |
| Precision Wealth Strategies, LLC | 3,951 | $416.6K | 0.40% | +155+4.1% | Added |
| Private Portfolio Partners LLC | 3,952 | $416.6K | 0.10% | −237−5.7% | Reduced |
| SRS Capital Advisors, Inc. | 3,955 | $416.9K | 0.05% | +3,039+331.8% | Added |
| High Falls Advisors, Inc | 3,959 | $417.4K | 0.11% | +10.0% | Added |
| Valmark Advisers, Inc. | 3,967 | $418.2K | 0.01% | +110+2.9% | Added |
| Navalign, LLC | 3,972 | $418.8K | 0.15% | −213−5.1% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 3,970 | $419.0K | 0.20% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 3,981 | $419.7K | 0.11% | −106−2.6% | Reduced |
| Eclectic Associates Inc | 3,994 | $421.1K | 0.20% | +496+14.2% | Added |
| Rakuten Investment Management, Inc. | 3,968 | $421.6K | 0.00% | +3,968 | New |
| West Family Investments, Inc. | 3,999 | $421.6K | 0.14% | 00.0% | Unchanged |
| Ardsley Advisory Partners LP | 4,000 | $421.7K | 0.09% | +4,000 | New |
| Sonata Capital Group Inc | 4,000 | $422.0K | 0.21% | 00.0% | Unchanged |
| First Financial Corp | 4,003 | $422.0K | 0.21% | −36−0.9% | Reduced |
| Chapin Davis, Inc. | 4,006 | $422.4K | 0.18% | −100−2.4% | Reduced |
| Eukles Asset Management | 4,013 | $423.1K | 0.20% | 00.0% | Unchanged |
| Vista Investment Management | 4,018 | $423.6K | 0.20% | −254−5.9% | Reduced |
| Plimoth Trust Co LLC | 4,025 | $424.4K | 0.12% | +65+1.6% | Added |
| Vestmark Advisory Solutions, Inc. | 2,589 | $424.5K | 0.02% | +2,589 | New |
| FMA Wealth Management, LLC | 4,029 | $424.8K | 0.39% | +4,029 | New |
| Clarity Wealth Advisors, LLC | 4,035 | $425.4K | 0.16% | +10.0% | Added |
| Wedgewood Investors Inc | 4,039 | $425.8K | 0.53% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 4,045 | $426.5K | 0.07% | +282+7.5% | Added |
| Evermay Wealth Management LLC | 4,047 | $426.7K | 0.08% | −49−1.2% | Reduced |
| Rebalance, LLC | 4,050 | $427.0K | 0.04% | +4,050 | New |
| Centennial Bank | 4,059 | $427.9K | 0.26% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 4,058 | $428.0K | 0.05% | −1,717−29.7% | Reduced |
| GEM Asset Management, LLC | 4,066 | $428.7K | 0.30% | 00.0% | Unchanged |
| MEMBERS Trust Co | 4,035 | $428.7K | 0.01% | −400−9.0% | Reduced |
| Onyx Financial Advisors, LLC | 4,068 | $428.9K | 0.31% | +4,068 | New |
| Wambolt & Associates, LLC | 4,071 | $429.2K | 0.14% | −172−4.1% | Reduced |
| Hurlow Wealth Management Group, Inc. | 4,079 | $430.0K | 0.16% | −10.0% | Reduced |
| Aberdeen Wealth Management LLC | 4,085 | $430.7K | 0.31% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 4,090 | $431.2K | 0.16% | 00.0% | Unchanged |
| Affiance Financial, LLC | 4,093 | $431.5K | 0.13% | −350−7.9% | Reduced |
| Smith, Salley & Associates | 4,100 | $432.3K | 0.03% | +4,100 | New |
| First Affirmative Financial Network | 4,115 | $433.8K | 0.35% | +749+22.3% | Added |
| Oversea-Chinese Banking CORP Ltd | 4,116 | $433.9K | 0.02% | −7,793−65.4% | Reduced |
| Lester Murray Antman dba SimplyRich | 4,113 | $434.0K | 0.15% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 3,753 | $436.8K | 0.10% | −948−20.2% | Reduced |
| Smartleaf Asset Management LLC | 4,147 | $437.2K | 0.12% | +4,147 | New |
| Red Tortoise LLC | 4,153 | $437.8K | 0.25% | −140−3.3% | Reduced |
| Ade, LLC | 4,159 | $438.5K | 0.30% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 4,159 | $438.5K | 0.11% | −753−15.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,161 | $438.7K | 0.01% | −92−2.2% | Reduced |
| PFG Advisors | 4,166 | $439.2K | 0.04% | −45−1.1% | Reduced |
| Estabrook Capital Management | 4,167 | $439.3K | 0.07% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 4,228 | $440.0K | 0.31% | −54−1.3% | Reduced |
| Exchange Capital Management, Inc. | 4,176 | $440.3K | 0.08% | −145−3.4% | Reduced |
| High Note Wealth, LLC | 4,176 | $440.3K | 0.17% | −90−2.1% | Reduced |
| Guidance Capital, Inc | 4,241 | $441.3K | 0.18% | +715+20.3% | Added |
| Beacon Financial Advisory LLC | 4,186 | $441.3K | 0.21% | +1,135+37.2% | Added |
| Alta Advisers Ltd | 4,200 | $442.8K | 0.24% | 00.0% | Unchanged |
| Onefund, LLC | 4,202 | $443.0K | 0.58% | +4,202 | New |
| Kaydan Wealth Management, Inc. | 4,209 | $443.8K | 0.18% | −26−0.6% | Reduced |
| Intrua Financial, LLC | 4,225 | $445.5K | 0.07% | −373−8.1% | Reduced |
| Signature Resources Capital Management, LLC | 4,236 | $446.6K | 0.41% | +4,236 | New |
| Carlson Capital Management | 4,239 | $446.9K | 0.02% | +390+10.1% | Added |
| Marex Group plc | 4,241 | $447.1K | 0.02% | +4,241 | New |
| JPL Wealth Management, LLC | 4,245 | $447.5K | 0.32% | +4,245 | New |
| Five Oceans Advisors | 4,265 | $449.7K | 0.25% | −14−0.3% | Reduced |
| Arista Wealth Management, LLC | 4,275 | $450.7K | 0.17% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 4,301 | $453.5K | 0.11% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 4,305 | $453.9K | 0.27% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 4,310 | $454.4K | 0.44% | +4,310 | New |
| Rosenberg Matthew Hamilton | 4,319 | $455.3K | 0.14% | −29−0.7% | Reduced |
| GW Henssler & Associates Ltd | 4,334 | $456.9K | 0.03% | −500−10.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,341 | $457.6K | 0.12% | −55−1.3% | Reduced |
| Winthrop Advisory Group LLC | 4,352 | $458.9K | 0.07% | +405+10.3% | Added |
| Woodard & Co Asset Management Group Inc | 4,357 | $459.4K | 0.13% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 4,366 | $460.3K | 0.14% | +288+7.1% | Added |
| Trust Co of Kansas | 4,382 | $462.0K | 0.26% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 4,393 | $463.2K | 0.06% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 4,397 | $463.5K | 0.05% | +1,820+70.6% | Added |
| Stony Point Wealth Management Inc. | 4,407 | $464.7K | 0.22% | 00.0% | Unchanged |