Oracle Corp
ORCL- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001341439
In the last 90 days, Oracle Corp insiders filed 1 open-market purchase and 3 sales; 3,538 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
- 2,700
- +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
- 944 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 | 3,538 | $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 | 2,819 | $148.6B |
| Q4 2023 | 2,700 | $124.2B |
| Q3 2023 | 2,535 | $124.0B |
| Q2 2023 | 2,569 | $138.9B |
| Q1 2023 | 2,355 | $107.5B |
| Q4 2022 | 2,303 | $93.7B |
| Q3 2022 | 2,107 | $68.7B |
| Q2 2022 | 2,195 | $78.5B |
| Q1 2022 | 2,270 | $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 |
|---|---|---|---|---|---|
| New Age Alpha Advisors, LLC | 30,000 | $3.16M | 2.41% | +30,000 | New |
| Meridian Investment Counsel Inc. | 29,994 | $3.16M | 1.09% | −725−2.4% | Reduced |
| Caxton Associates LP | 29,933 | $3.16M | 0.16% | +19,659+191.3% | Added |
| Independent Investors Inc | 29,900 | $3.15M | 0.73% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 29,884 | $3.15M | 0.09% | +343+1.2% | Added |
| Argonautica Private Wealth Management, Inc | 29,830 | $3.15M | 1.29% | −252−0.8% | Reduced |
| Farther Finance Advisors, LLC | 29,804 | $3.14M | 0.23% | +19,745+196.3% | Added |
| Independent Advisor Alliance | 29,777 | $3.14M | 0.11% | −2,213−6.9% | Reduced |
| Vise Technologies, Inc. | 29,745 | $3.14M | 0.67% | −638−2.1% | Reduced |
| Hartford Financial Management Inc. | 29,693 | $3.13M | 0.71% | +569+2.0% | Added |
| Alpine Woods Capital Investors, LLC | 29,650 | $3.13M | 0.47% | +5,260+21.6% | Added |
| Lake Street Advisors Group, LLC | 29,383 | $3.10M | 0.16% | +6,211+26.8% | Added |
| Hancock Whitney Corp | 29,301 | $3.09M | 0.11% | +3,291+12.7% | Added |
| Rathbone Brothers plc | 29,258 | $3.08M | 0.02% | −922−3.1% | Reduced |
| J. W. Coons Advisors, LLC | 29,228 | $3.08M | 0.83% | −300−1.0% | Reduced |
| Argyle Capital Management Inc. | 29,100 | $3.07M | 1.27% | −11,400−28.1% | Reduced |
| Delta Financial Advisors LLC | 29,089 | $3.07M | 1.33% | −2,753−8.6% | Reduced |
| Ellerson Group Inc | 29,050 | $3.06M | 2.66% | +600+2.1% | Added |
| Ballentine Partners, LLC | 28,999 | $3.06M | 0.06% | +3,010+11.6% | Added |
| Pictet North America Advisors SA | 28,883 | $3.05M | 0.39% | +27+0.1% | Added |
| Arcadia Investment Management Corp | 28,870 | $3.04M | 0.58% | −1,325−4.4% | Reduced |
| Financial Counselors Inc | 28,759 | $3.03M | 0.05% | −137−0.5% | Reduced |
| NorthRock Partners, LLC | 28,636 | $3.02M | 0.13% | +15,776+122.7% | Added |
| Fishman Jay A Ltd | 28,610 | $3.02M | 0.35% | +800+2.9% | Added |
| Norway Savings Bank | 28,537 | $3.01M | 1.33% | +40+0.1% | Added |
| Knights of Columbus Asset Advisors LLC | 28,418 | $3.00M | 0.19% | −6,227−18.0% | Reduced |
| Jeppson Wealth Management, LLC | 28,373 | $2.99M | 1.24% | −251−0.9% | Reduced |
| Keene & Associates, Inc. | 28,281 | $2.98M | 2.47% | −286−1.0% | Reduced |
| Sculati Wealth Management, LLC | 28,264 | $2.98M | 1.39% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 28,219 | $2.98M | 0.23% | −25,267−47.2% | Reduced |
| Portolan Capital Management, LLC | 28,213 | $2.97M | 0.26% | −131,610−82.3% | Reduced |
| Kinsale Capital Group, Inc. | 28,204 | $2.97M | 1.47% | +8,307+41.8% | Added |
| West Oak Capital, LLC | 27,855 | $2.97M | 1.39% | −795−2.8% | Reduced |
| Montag A & Associates Inc | 27,925 | $2.94M | 0.16% | +1,009+3.7% | Added |
| E. Ohman J:or Asset Management AB | 27,900 | $2.94M | 0.11% | +1,500+5.7% | Added |
| Intrust Bank NA | 27,816 | $2.93M | 0.34% | −557−2.0% | Reduced |
| Private Trust Co NA | 27,783 | $2.93M | 0.34% | +3,539+14.6% | Added |
| Linden Thomas Advisory Services, LLC | 27,741 | $2.92M | 0.55% | +1,925+7.5% | Added |
| J.W. Cole Advisors, Inc. | 27,246 | $2.87M | 0.17% | +5,956+28.0% | Added |
| Great Diamond Partners, LLC | 27,204 | $2.87M | 0.71% | +730+2.8% | Added |
| MidWestOne Financial Group, Inc. | 27,193 | $2.87M | 0.54% | +163+0.6% | Added |
| Pettyjohn, Wood & White, Inc | 27,152 | $2.86M | 0.62% | +1,000+3.8% | Added |
| Steel Peak Wealth Management LLC | 27,140 | $2.86M | 0.17% | +257+1.0% | Added |
| Analyst IMS Investment Management Services Ltd. | 27,122 | $2.86M | 0.15% | +178+0.7% | Added |
| Waldron Private Wealth LLC | 27,071 | $2.85M | 0.14% | −1,753−6.1% | Reduced |
| Old National Bancorp | 27,030 | $2.85M | 0.07% | +3,315+14.0% | Added |
| Spirit of America Management Corp | 26,875 | $2.83M | 0.62% | 00.0% | Unchanged |
| Tobam | 26,861 | $2.83M | 0.25% | +13,564+102.0% | Added |
| HCR Wealth Advisors | 26,719 | $2.82M | 0.44% | +3,355+14.4% | Added |
| Otter Creek Advisors, LLC | 26,600 | $2.80M | 2.40% | −21,400−44.6% | Reduced |
| Eads & Heald Wealth Management | 26,536 | $2.80M | 1.35% | −365−1.4% | Reduced |
| Alerus Financial NA | 26,358 | $2.78M | 0.23% | −83,458−76.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 26,264 | $2.77M | 0.18% | −50−0.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 26,449 | $2.77M | 0.38% | −2,631−9.0% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 26,141 | $2.76M | 1.22% | −1,070−3.9% | Reduced |
| Trust Co of Virginia | 26,084 | $2.75M | 0.28% | +70+0.3% | Added |
| Syon Capital LLC | 26,038 | $2.75M | 0.28% | +7,777+42.6% | Added |
| Mairs & Power Inc | 25,960 | $2.74M | 0.03% | −149−0.6% | Reduced |
| Inlet Private Wealth, LLC | 25,955 | $2.74M | 0.84% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 25,944 | $2.74M | 1.24% | −280−1.1% | Reduced |
| Breakwater Capital Group | 24,840 | $2.73M | 0.77% | +4,984+25.1% | Added |
| Harmony Asset Management LLC | 25,932 | $2.73M | 1.16% | +25,932 | New |
| Little House Capital LLC | 25,913 | $2.73M | 1.00% | +2,219+9.4% | Added |
| Castellan Group, LLC | 25,894 | $2.73M | 1.70% | +6,132+31.0% | Added |
| New England Research & Management, Inc. | 25,870 | $2.73M | 1.44% | +15,340+145.7% | Added |
| Midland Wealth Advisors LLC | 25,712 | $2.71M | 0.19% | +25,712 | New |
| Silvant Capital Management LLC | 25,687 | $2.71M | 0.15% | −53−0.2% | Reduced |
| Louisbourg Investments Inc. | 28,585 | $2.70M | 0.82% | +28,585 | New |
| Mather Group, LLC. | 25,597 | $2.70M | 0.04% | +2,071+8.8% | Added |
| Amarillo National Bank | 25,522 | $2.69M | 0.52% | −53−0.2% | Reduced |
| Leavell Investment Management, Inc. | 25,496 | $2.69M | 0.17% | +42+0.2% | Added |
| Security National Bank of Sioux City Iowa | 25,486 | $2.69M | 2.03% | −360−1.4% | Reduced |
| Court Place Advisors, LLC | 25,444 | $2.68M | 0.88% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 25,401 | $2.68M | 0.73% | +17,735+231.3% | Added |
| Perigon Wealth Management, LLC | 25,360 | $2.67M | 0.09% | +5,232+26.0% | Added |
| Arlington Partners LLC | 25,203 | $2.66M | 0.76% | −746−2.9% | Reduced |
| Meeder Advisory Services, Inc. | 25,196 | $2.66M | 0.30% | +17+0.1% | Added |
| HRT Financial LP | 25,182 | $2.65M | 0.02% | +25,182 | New |
| Nilsine Partners, LLC | 25,120 | $2.65M | 0.41% | −4,451−15.1% | Reduced |
| Ziegler Capital Management, LLC | 25,082 | $2.64M | 0.12% | −2,235−8.2% | Reduced |
| Resources Investment Advisors, LLC. | 25,070 | $2.64M | 0.05% | +8,463+51.0% | Added |
| Apexium Financial, LP | 24,907 | $2.63M | 0.19% | +20,529+468.9% | Added |
| BNC Wealth Management, LLC | 24,864 | $2.62M | 1.24% | +24,864 | New |
| Axxcess Wealth Management, LLC | 24,791 | $2.61M | 0.08% | +3,731+17.7% | Added |
| Credential Qtrade Securities Inc. | 24,787 | $2.61M | 0.16% | −21,349−46.3% | Reduced |
| Capital Planning Advisors, LLC | 24,674 | $2.60M | 0.49% | −36−0.1% | Reduced |
| NovaPoint Capital, LLC | 24,537 | $2.59M | 0.96% | +24,537 | New |
| Vectors Research Management, LLC | 30,507 | $2.58M | 0.73% | +5,506+22.0% | Added |
| Caliber Wealth Management, LLC | 24,418 | $2.57M | 1.51% | +1,020+4.4% | Added |
| Meridian Wealth Management, LLC | 24,310 | $2.56M | 0.16% | +4,259+21.2% | Added |
| Physicians Financial Services, Inc. | 24,268 | $2.56M | 0.97% | −50−0.2% | Reduced |
| Harbor Investment Advisory, LLC | 24,196 | $2.55M | 0.29% | +2,490+11.5% | Added |
| Platinum Investment Management Ltd | 24,143 | $2.55M | 0.10% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 24,044 | $2.53M | 0.24% | +1,335+5.9% | Added |
| Proficio Capital Partners LLC | 23,838 | $2.51M | 0.31% | +2,934+14.0% | Added |
| Focus Financial Network Inc | 23,776 | $2.51M | 0.09% | +23,776 | New |
| Sumitomo Life Insurance Co | 23,585 | $2.49M | 0.08% | +8,421+55.5% | Added |
| Hixon Zuercher, LLC | 23,505 | $2.48M | 1.15% | +540+2.4% | Added |
| RMB Capital Management, LLC | 23,474 | $2.47M | 0.08% | −13,527−36.6% | Reduced |
| HBK Sorce Advisory LLC | 23,472 | $2.47M | 0.10% | −467−2.0% | Reduced |