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 |
|---|---|---|---|---|---|
| McGowan Group Asset Management, Inc. | 4,408 | $464.7K | 0.07% | +10.0% | Added |
| Ballast, Inc. | 4,422 | $466.2K | 0.16% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 4,426 | $466.6K | 0.09% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 4,431 | $467.2K | 0.07% | +51+1.2% | Added |
| Ironwood Financial, llc | 4,433 | $467.4K | 0.11% | −51−1.1% | Reduced |
| Vivid Wealth Management, LLC | 4,453 | $469.5K | 0.32% | +4,453 | New |
| Thrive Capital Management, LLC | 4,458 | $470.0K | 0.25% | +595+15.4% | Added |
| Hara Capital LLC | 4,475 | $471.8K | 0.33% | +4,475 | New |
| Ethos Financial Group, LLC | 4,474 | $472.0K | 0.10% | +591+15.2% | Added |
| Virtue Capital Management, LLC | 4,604 | $472.7K | 0.10% | −4,046−46.8% | Reduced |
| Burton Enright Welch | 4,485 | $472.9K | 0.13% | +243+5.7% | Added |
| Mirabella Financial Services LLP | 4,486 | $472.9K | 0.07% | +1,482+49.3% | Added |
| Frisch Financial Group, Inc. | 4,490 | $473.0K | 0.18% | +8+0.2% | Added |
| Focused Wealth Management, Inc | 4,490 | $473.4K | 0.08% | +3+0.1% | Added |
| Mendel Money Management | 4,495 | $473.9K | 0.23% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 4,496 | $474.1K | 0.05% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 4,513 | $475.8K | 0.04% | +205+4.8% | Added |
| KPP Advisory Services LLC | 4,535 | $478.1K | 0.42% | −446−9.0% | Reduced |
| Fielder Capital Group LLC | 4,535 | $478.1K | 0.29% | +4,535 | New |
| Relyea Zuckerberg Hanson LLC | 4,541 | $478.8K | 0.09% | +1,046+29.9% | Added |
| Security Financial Services, INC. | 4,544 | $479.0K | 0.12% | +234+5.4% | Added |
| Strategic Blueprint, LLC | 4,572 | $482.1K | 0.04% | +495+12.1% | Added |
| Sunpointe, LLC | 4,586 | $483.5K | 0.61% | +4,586 | New |
| Per Stirling Capital Management, LLC. | 4,587 | $483.6K | 0.09% | +3+0.1% | Added |
| Buckley Wealth Management, LLC | 4,589 | $483.8K | 0.17% | +265+6.1% | Added |
| Alan B. Lancz & Associates, Inc. | 4,594 | $484.3K | 0.51% | 00.0% | Unchanged |
| State of Wyoming | 4,597 | $484.7K | 0.09% | +3,678+400.2% | Added |
| Orca Investment Management, LLC | 4,598 | $484.8K | 0.47% | 00.0% | Unchanged |
| American Planning Services, Inc. | 4,600 | $485.0K | 0.37% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 4,552 | $485.0K | 0.04% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 4,603 | $485.2K | 0.25% | +20.0% | Added |
| Drake & Associates, LLC | 4,604 | $485.4K | 0.20% | +1,661+56.4% | Added |
| Consolidated Portfolio Review Corp | 4,612 | $486.3K | 0.11% | −229−4.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 4,622 | $487.3K | 0.05% | −7,134−60.7% | Reduced |
| Occidental Asset Management, LLC | 4,622 | $487.3K | 0.10% | +5+0.1% | Added |
| Transamerica Financial Advisors, Inc. | 4,641 | $490.0K | 0.07% | −1,167−20.1% | Reduced |
| Campion Asset Management LLC | 4,650 | $490.3K | 0.42% | 00.0% | Unchanged |
| Channel Wealth LLC | 4,654 | $490.7K | 0.23% | +4,654 | New |
| TFB Advisors LLC | 4,660 | $491.3K | 0.25% | −584−11.1% | Reduced |
| Fundamentun, LLC | 4,664 | $491.7K | 0.06% | −347−6.9% | Reduced |
| Roof Eidam & Maycock | 4,667 | $492.0K | 0.15% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 4,675 | $492.9K | 0.01% | +1,200+34.5% | Added |
| Cinctive Capital Management LP | 4,677 | $493.1K | 0.03% | −5,771−55.2% | Reduced |
| Worth Financial Advisory Group, LLC | 4,682 | $493.6K | 0.39% | +405+9.5% | Added |
| Eagle Bay Advisors LLC | 4,687 | $494.1K | 0.31% | −981−17.3% | Reduced |
| Wendell David Associates Inc | 4,703 | $496.0K | 0.05% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 4,715 | $497.1K | 0.10% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 4,728 | $498.5K | 0.32% | +70+1.5% | Added |
| Jump Financial, LLC | 4,741 | $499.8K | 0.02% | +294+6.6% | Added |
| Apella Capital, LLC | 4,882 | $500.8K | 0.03% | −9−0.2% | Reduced |
| Tradition Wealth Management, LLC | 4,757 | $502.0K | 0.05% | −244−4.9% | Reduced |
| Howe & Rusling Inc | 4,764 | $502.3K | 0.05% | +550+13.1% | Added |
| Whitener Capital Management, Inc. | 4,783 | $504.3K | 0.18% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 4,789 | $504.9K | 0.29% | +4,789 | New |
| Wealth Dimensions Group, Ltd. | 4,789 | $504.9K | 0.16% | −798−14.3% | Reduced |
| Quilter Plc | 4,736 | $505.1K | 0.02% | +4,514+2,033.3% | Added |
| DGS Capital Management, LLC | 4,822 | $508.4K | 0.20% | +315+7.0% | Added |
| Lodestar Private Asset Management LLC | 4,825 | $508.7K | 0.08% | −211−4.2% | Reduced |
| Girard Partners Ltd. | 4,833 | $509.6K | 0.05% | +280+6.1% | Added |
| Byrne Asset Management LLC | 4,814 | $510.0K | 0.39% | – | – |
| Capital Investment Advisory Services, LLC | 4,848 | $511.2K | 0.05% | −54−1.1% | Reduced |
| Investors Asset Management of Georgia Inc | 4,850 | $511.3K | 0.26% | 00.0% | Unchanged |
| Destination Wealth Management | 4,861 | $512.5K | 0.02% | +690+16.5% | Added |
| Riverbridge Partners LLC | 4,871 | $513.5K | 0.01% | +71+1.5% | Added |
| Fiducient Advisors LLC | 4,877 | $514.2K | 0.10% | −20.0% | Reduced |
| LJI Wealth Management, LLC | 4,883 | $514.8K | 0.13% | +4+0.1% | Added |
| Veracity Capital LLC | 4,896 | $516.2K | 0.21% | +1,015+26.2% | Added |
| Strategic Advisors LLC | 4,898 | $516.4K | 0.10% | +49+1.0% | Added |
| Portfolio Design Labs, LLC | 4,900 | $516.6K | 0.20% | +4,900 | New |
| Parthenon LLC | 4,903 | $516.9K | 0.07% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 4,910 | $517.7K | 0.14% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 5,040 | $518.3K | 0.34% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 4,932 | $520.0K | 0.13% | +750+17.9% | Added |
| NTV Asset Management LLC | 4,942 | $521.0K | 0.09% | −100−2.0% | Reduced |
| Arthur M. Cohen & Associates, LLC | 4,943 | $521.1K | 0.12% | +300+6.5% | Added |
| Bridgefront Capital, LLC | 4,948 | $521.7K | 0.39% | +4,948 | New |
| Aire Advisors, LLC | 4,951 | $522.3K | 0.13% | +32+0.7% | Added |
| Founders Financial Alliance, LLC | 4,970 | $524.0K | 0.20% | +151+3.1% | Added |
| Financial Partners Group, Inc | 4,973 | $524.3K | 0.09% | −500−9.1% | Reduced |
| 4J Wealth Management LLC | 4,977 | $524.7K | 0.48% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 5,009 | $524.8K | 0.16% | +1,459+41.1% | Added |
| Raleigh Capital Management Inc. | 4,980 | $525.0K | 0.24% | +2,580+107.5% | Added |
| New Century Financial Group, LLC | 4,993 | $526.4K | 0.45% | +4,993 | New |
| Seed Wealth Management, Inc. | 5,062 | $526.8K | 0.53% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 5,000 | $527.1K | 0.30% | 00.0% | Unchanged |
| Parkside Investments, LLC | 5,000 | $527.1K | 0.09% | +5,000 | New |
| Childress Capital Advisors, LLC | 5,016 | $528.9K | 0.16% | −494−9.0% | Reduced |
| Strategy Asset Managers LLC | 5,019 | $529.2K | 0.13% | −952−15.9% | Reduced |
| Orser Capital Management, LLC | 5,021 | $529.4K | 0.61% | −73−1.4% | Reduced |
| Motco | 5,038 | $531.2K | 0.03% | −2,260−31.0% | Reduced |
| Cooper Financial Group | 5,038 | $531.2K | 0.10% | +1,525+43.4% | Added |
| Elevatus Welath Management | 5,048 | $532.2K | 0.24% | +142+2.9% | Added |
| Allegheny Financial Group LTD | 5,058 | $533.3K | 0.17% | −271−5.1% | Reduced |
| Register Financial Advisors LLC | 5,060 | $533.4K | 0.36% | +1,026+25.4% | Added |
| Shorepoint Capital Partners LLC | 5,060 | $533.5K | 0.14% | 00.0% | Unchanged |
| Claret Asset Management Corp | 5,061 | $534.0K | 0.10% | +4+0.1% | Added |
| Silverlake Wealth Management LLC | 5,066 | $534.1K | 0.29% | +35+0.7% | Added |
| Garrett Investment Advisors LLC | 5,074 | $535.0K | 0.07% | −91−1.8% | Reduced |
| First Heartland Consultants, Inc. | 5,085 | $536.0K | 0.06% | −27−0.5% | Reduced |
| Sweet Financial Partners, LLC | 5,097 | $537.4K | 0.13% | +4+0.1% | Added |