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 |
|---|---|---|---|---|---|
| Diversified Trust Co | 23,358 | $2.46M | 0.08% | −104−0.4% | Reduced |
| Clarius Group, LLC | 23,160 | $2.44M | 0.20% | −1,010−4.2% | Reduced |
| Arden Trust Co | 23,113 | $2.44M | 0.36% | −1,259−5.2% | Reduced |
| Taylor Financial Group, Inc. | 22,999 | $2.42M | 1.99% | +22,999 | New |
| Prospera Financial Services Inc | 22,938 | $2.42M | 0.08% | +7,443+48.0% | Added |
| Liberty Wealth Management LLC | 22,907 | $2.42M | 0.52% | +231+1.0% | Added |
| Bank of New Hampshire | 22,893 | $2.41M | 0.68% | −452−1.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 22,887 | $2.41M | 0.78% | +1,579+7.4% | Added |
| River & Mercantile Asset Management LLP | 22,735 | $2.40M | 0.45% | −2,558−10.1% | Reduced |
| Moneta Group Investment Advisors LLC | 22,728 | $2.40M | 0.05% | +616+2.8% | Added |
| Sound View Wealth Advisors Group, LLC | 22,592 | $2.38M | 0.26% | −284−1.2% | Reduced |
| NEOS Investment Management LLC | 22,493 | $2.37M | 0.22% | +6,841+43.7% | Added |
| Gamco Investors, Inc. Et Al | 22,391 | $2.36M | 0.03% | +12,405+124.2% | Added |
| Fred Alger Management, LLC | 22,363 | $2.36M | 0.01% | −413,609−94.9% | Reduced |
| Barrier Capital Management, LLC | 22,251 | $2.35M | 2.63% | −54,454−71.0% | Reduced |
| Citadel Investment Advisory, Inc. | 22,192 | $2.34M | 1.44% | 00.0% | Unchanged |
| IFP Advisors, Inc | 22,115 | $2.33M | 0.11% | +5,787+35.4% | Added |
| Weaver Capital Management LLC | 22,079 | $2.33M | 0.94% | +22,079 | New |
| Portside Wealth Group, LLC | 22,044 | $2.32M | 0.43% | −466−2.1% | Reduced |
| Aspiriant, LLC | 22,025 | $2.32M | 0.10% | −386−1.7% | Reduced |
| Deltec Asset Management LLC | 22,000 | $2.32M | 0.52% | +3,000+15.8% | Added |
| Three Bridge Wealth Advisors, LLC | 21,976 | $2.32M | 0.80% | −367−1.6% | Reduced |
| John G Ullman & Associates Inc | 21,730 | $2.29M | 0.36% | −58−0.3% | Reduced |
| Park Avenue Securities LLC | 21,523 | $2.27M | 0.03% | +2,531+13.3% | Added |
| Fort Sheridan Advisors LLC | 21,497 | $2.27M | 0.45% | +490+2.3% | Added |
| KKM Financial LLC | 21,361 | $2.25M | 1.42% | +21,361 | New |
| Essex Financial Services, Inc. | 21,285 | $2.24M | 0.23% | +663+3.2% | Added |
| Arjuna Capital | 21,241 | $2.24M | 0.70% | +1,193+6.0% | Added |
| Dorsey & Whitney Trust CO LLC | 21,168 | $2.23M | 0.17% | +2,079+10.9% | Added |
| Ameritas Investment Partners, Inc. | 21,144 | $2.23M | 0.08% | −928−4.2% | Reduced |
| Peak Financial Advisors LLC | 21,089 | $2.22M | 1.49% | +21,089 | New |
| Azimuth Capital Investment Management LLC | 21,020 | $2.22M | 0.10% | +25+0.1% | Added |
| Bollard Group LLC | 20,957 | $2.21M | 0.08% | −61−0.3% | Reduced |
| Berkshire Asset Management LLC | 20,901 | $2.20M | 0.13% | 00.0% | Unchanged |
| City Holding Co | 20,833 | $2.20M | 0.35% | +689+3.4% | Added |
| Washington Trust Bank | 20,754 | $2.19M | 0.19% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 19,236 | $2.19M | 0.66% | +11,523+149.4% | Added |
| Wellington Wealth Strategies, LLC. | 20,637 | $2.18M | 1.90% | +20,637 | New |
| Moody National Bank Trust Division | 20,549 | $2.17M | 0.17% | −20,946−50.5% | Reduced |
| Abacus Wealth Partners, LLC | 20,536 | $2.17M | 0.37% | +570+2.9% | Added |
| Capital Advisors Inc | 20,516 | $2.16M | 0.05% | +2,227+12.2% | Added |
| Wealthspire Advisors, LLC | 20,458 | $2.16M | 0.03% | +1,372+7.2% | Added |
| Callan Capital, LLC | 20,324 | $2.14M | 0.20% | −6,852−25.2% | Reduced |
| Panagora Asset Management Inc | 20,284 | $2.14M | 0.01% | +184+0.9% | Added |
| KCM Investment Advisors LLC | 20,269 | $2.14M | 0.09% | −1,279−5.9% | Reduced |
| Autumn Glory Partners, LLC | 20,186 | $2.13M | 1.21% | +1,542+8.3% | Added |
| Ascent Group, LLC | 18,367 | $2.13M | 0.20% | −2,602−12.4% | Reduced |
| Legal Advantage Investments, Inc. | 20,162 | $2.13M | 1.28% | +4,600+29.6% | Added |
| Wynn Capital, LLC | 20,162 | $2.13M | 1.74% | +20,162 | New |
| Institute for Wealth Management, LLC. | 20,003 | $2.11M | 0.34% | −842−4.0% | Reduced |
| Andar Capital Management HK Ltd | 20,000 | $2.11M | 2.97% | +20,000 | New |
| KP Management LLC | 20,000 | $2.11M | 1.05% | +20,000 | New |
| Fairbanks Capital Management, Inc. | 19,996 | $2.11M | 1.51% | −1,564−7.3% | Reduced |
| McAdam, LLC | 19,961 | $2.10M | 0.15% | −194−1.0% | Reduced |
| Centric Wealth Management | 18,053 | $2.10M | 0.69% | +70.0% | Added |
| Gilliland Jeter Wealth Management LLC | 19,927 | $2.10M | 0.87% | +19,927 | New |
| NewEdge Wealth, LLC | 19,903 | $2.10M | 0.05% | +2,095+11.8% | Added |
| Schechter Investment Advisors, LLC | 19,847 | $2.09M | 0.18% | +3,201+19.2% | Added |
| Private Wealth Partners, LLC | 19,794 | $2.09M | 0.18% | +1,525+8.3% | Added |
| Malaga Cove Capital, LLC | 19,765 | $2.08M | 0.88% | −1,615−7.6% | Reduced |
| Boston Family Office LLC | 19,721 | $2.08M | 0.16% | −762−3.7% | Reduced |
| Davis R M Inc | 19,567 | $2.06M | 0.05% | −879−4.3% | Reduced |
| Northwest Bank & Trust Co | 19,558 | $2.06M | 1.86% | +19,558 | New |
| North Star Asset Management Inc | 19,551 | $2.06M | 0.11% | −25−0.1% | Reduced |
| TD Private Client Wealth LLC | 19,541 | $2.06M | 0.07% | +6,522+50.1% | Added |
| Ronald Blue Trust, Inc. | 19,426 | $2.06M | 0.03% | −321−1.6% | Reduced |
| Bridges Investment Management Inc | 19,479 | $2.05M | 0.07% | −720−3.6% | Reduced |
| Agate Pass Investment Management, LLC | 19,462 | $2.05M | 1.19% | −555−2.8% | Reduced |
| Gunderson Capital Management Inc. | 19,454 | $2.05M | 1.17% | −544−2.7% | Reduced |
| Carmel Capital Partners, LLC | 19,435 | $2.05M | 1.05% | +5,626+40.7% | Added |
| Compton Wealth Advisory Group, LLC | 19,382 | $2.04M | 0.64% | 00.0% | Unchanged |
| Westmount Partners, LLC | 19,379 | $2.04M | 0.83% | +207+1.1% | Added |
| Spire Wealth Management | 18,606 | $2.04M | 0.07% | +1,315+7.6% | Added |
| Pitcairn Co | 19,348 | $2.04M | 0.15% | −36−0.2% | Reduced |
| Dynamic Advisor Solutions LLC | 19,838 | $2.04M | 0.08% | +6,803+52.2% | Added |
| Covenant Asset Management, LLC | 19,285 | $2.03M | 0.57% | −4,375−18.5% | Reduced |
| Cabot Wealth Management Inc | 19,264 | $2.03M | 0.28% | +49+0.3% | Added |
| Legacy Trust | 19,225 | $2.03M | 0.53% | −815−4.1% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 19,200 | $2.02M | 0.04% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 19,180 | $2.02M | 0.83% | +18,899+6,725.6% | Added |
| Lecap Asset Management Ltd | 19,126 | $2.02M | 0.73% | +19,126 | New |
| Field & Main Bank | 19,105 | $2.01M | 0.85% | +499+2.7% | Added |
| Avitas Wealth Management LLC | 19,095 | $2.01M | 0.34% | +539+2.9% | Added |
| Stratos Wealth Advisors, LLC | 19,025 | $2.01M | 0.12% | +1,078+6.0% | Added |
| Maytus Capital Management, LLC | 19,000 | $2.00M | 0.80% | +19,000 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 18,999 | $2.00M | 1.02% | −4,205−18.1% | Reduced |
| FDx Advisors, Inc. | 18,991 | $2.00M | 0.15% | +4,676+32.7% | Added |
| Principal Securities, Inc. | 18,960 | $2.00M | 0.07% | +18,960 | New |
| Farmers Trust Co | 18,957 | $2.00M | 0.42% | +475+2.6% | Added |
| Deseret Mutual Benefit Administrators | 18,792 | $1.98M | 1.14% | −5,879−23.8% | Reduced |
| JGP Wealth Management, LLC | 18,726 | $1.97M | 0.29% | −22−0.1% | Reduced |
| Midwest Professional Planners, LTD. | 18,660 | $1.97M | 0.78% | +823+4.6% | Added |
| Scott & Selber, Inc. | 18,634 | $1.97M | 0.74% | −148−0.8% | Reduced |
| Hudson Portfolio Management LLC | 18,562 | $1.96M | 2.12% | −1,383−6.9% | Reduced |
| Triangle Securities Wealth Management | 18,542 | $1.95M | 0.61% | −494−2.6% | Reduced |
| Summit Financial, LLC | 18,514 | $1.95M | 0.13% | +1,640+9.7% | Added |
| FORA Capital, LLC | 18,504 | $1.95M | 0.17% | +18,504 | New |
| Ameritas Advisory Services, LLC | 17,325 | $1.94M | 0.11% | −11,977−40.9% | Reduced |
| PGGM Investments | 18,400 | $1.94M | 0.03% | −29,483−61.6% | Reduced |
| Lindbrook Capital, LLC | 18,375 | $1.94M | 0.19% | +1,209+7.0% | Added |