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 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 18,335 | $1.93M | 0.60% | −5,080−21.7% | Reduced |
| Sanders Morris Harris LLC | 18,460 | $1.93M | 0.95% | −1,000−5.1% | Reduced |
| HAP Trading, LLC | 18,276 | $1.93M | 0.57% | +7,518+69.9% | Added |
| Brookstone Capital Management | 18,252 | $1.92M | 0.04% | +64+0.4% | Added |
| Chickasaw Capital Management LLC | 18,212 | $1.92M | 0.10% | −2,395−11.6% | Reduced |
| XML Financial, LLC | 18,169 | $1.92M | 0.20% | +49+0.3% | Added |
| Congress Park Capital LLC | 18,074 | $1.91M | 0.93% | −3,567−16.5% | Reduced |
| Insight Inv LLC | 17,983 | $1.90M | 1.86% | −15−0.1% | Reduced |
| Strategic Planning Group, LLC | 17,980 | $1.90M | 0.63% | +17,980 | New |
| Washington Trust Co | 17,972 | $1.89M | 0.07% | +156+0.9% | Added |
| Trust Asset Management LLC | 17,898 | $1.89M | 0.18% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 17,892 | $1.89M | 0.21% | −833−4.4% | Reduced |
| Thomasville National Bank | 17,821 | $1.88M | 0.17% | +230+1.3% | Added |
| Geneos Wealth Management Inc. | 17,736 | $1.87M | 0.09% | −1,084−5.8% | Reduced |
| Pacific Sage Partners, LLC | 17,721 | $1.87M | 0.51% | +40.0% | Added |
| Duff & Phelps Investment Management Co | 17,703 | $1.87M | 0.02% | +300+1.7% | Added |
| Huber Capital Management LLC | 17,682 | $1.86M | 0.47% | +17,682 | New |
| Wilson & Boucher Capital Management, LLC | 17,640 | $1.86M | 1.57% | +200+1.1% | Added |
| Investment Partners, Ltd. | 17,578 | $1.85M | 0.91% | −498−2.8% | Reduced |
| Eagle Rock Investment Company, LLC | 17,562 | $1.85M | 0.38% | −1,023−5.5% | Reduced |
| Parkside Financial Bank & Trust | 17,552 | $1.85M | 0.34% | +2,471+16.4% | Added |
| Venture Visionary Partners LLC | 17,534 | $1.85M | 0.10% | −195−1.1% | Reduced |
| Continuum Advisory, LLC | 17,519 | $1.85M | 0.26% | +1,286+7.9% | Added |
| Martin & Co Inc | 17,516 | $1.85M | 0.46% | −627−3.5% | Reduced |
| Citizens National Bank Trust Department | 17,505 | $1.85M | 0.47% | +875+5.3% | Added |
| Wealthsource Partners, LLC | 17,473 | $1.84M | 0.12% | −591−3.3% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 17,281 | $1.82M | 1.08% | −50−0.3% | Reduced |
| LM Advisors LLC | 17,201 | $1.81M | 0.36% | +17,201 | New |
| Rockline Wealth Management, LLC | 17,196 | $1.81M | 0.75% | +17,196 | New |
| DFPG Investments, LLC | 17,664 | $1.81M | 0.14% | −1,674−8.7% | Reduced |
| Cubist Systematic Strategies, LLC | 17,148 | $1.81M | 0.02% | +17,148 | New |
| Fiduciary Family Office, LLC | 17,090 | $1.80M | 0.79% | +17,090 | New |
| Chicago Partners Investment Group LLC | 15,694 | $1.79M | 0.08% | −374−2.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $1.79M | 0.62% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 16,909 | $1.78M | 0.02% | +3,088+22.3% | Added |
| Wedmont Private Capital | 17,019 | $1.78M | 0.15% | −393−2.3% | Reduced |
| Heritage Wealth Advisors | 16,886 | $1.78M | 0.09% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 16,876 | $1.78M | 0.02% | +2,213+15.1% | Added |
| Monticello Wealth Management, LLC | 16,864 | $1.78M | 0.16% | −602−3.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 16,853 | $1.78M | 1.22% | +8,505+101.9% | Added |
| L.M. Kohn & Company | 16,820 | $1.77M | 0.57% | +952+6.0% | Added |
| Martin Capital Advisors, LLP | 16,783 | $1.77M | 1.49% | +170+1.0% | Added |
| Integrated Advisors Network LLC | 16,771 | $1.77M | 0.10% | −43,850−72.3% | Reduced |
| GSB Wealth Management, LLC | 16,751 | $1.77M | 0.54% | +11+0.1% | Added |
| Viewpoint Capital Management LLC | 16,710 | $1.76M | 1.23% | 00.0% | Unchanged |
| Marion Wealth Management | 16,688 | $1.76M | 0.56% | −9−0.1% | Reduced |
| VeraBank, N.A. | 16,676 | $1.76M | 0.59% | 00.0% | Unchanged |
| Cigna Investments Inc | 16,657 | $1.76M | 0.36% | +188+1.1% | Added |
| Semmax Financial Advisors Inc. | 15,416 | $1.75M | 0.64% | +636+4.3% | Added |
| Chesapeake Wealth Management | 16,616 | $1.75M | 0.68% | 00.0% | Unchanged |
| NWK Group, Inc. | 16,606 | $1.75M | 0.90% | +45+0.3% | Added |
| Altman Advisors, Inc. | 16,513 | $1.74M | 0.91% | −533−3.1% | Reduced |
| Fulton Bank, N.A. | 16,467 | $1.74M | 0.08% | +4,075+32.9% | Added |
| CWA Asset Management Group, LLC | 16,457 | $1.74M | 0.12% | +10,444+173.7% | Added |
| Cable Hill Partners, LLC | 16,722 | $1.73M | 0.21% | −26−0.2% | Reduced |
| David Loasby | 16,852 | $1.73M | 0.19% | −248−1.5% | Reduced |
| Tritonpoint Wealth, LLC | 16,376 | $1.73M | 0.17% | +16,376 | New |
| Nadler Financial Group, Inc. | 16,311 | $1.72M | 0.23% | −124−0.8% | Reduced |
| World Equity Group, Inc. | 16,303 | $1.72M | 0.34% | +2,057+14.4% | Added |
| Verus Capital Partners, LLC | 16,287 | $1.72M | 0.21% | +104+0.6% | Added |
| Legacy Financial Advisors, Inc. | 16,274 | $1.72M | 0.33% | +750+4.8% | Added |
| Foster Group, Inc. | 16,197 | $1.72M | 0.10% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 16,199 | $1.71M | 0.23% | +5,107+46.0% | Added |
| Auto-Owners Insurance Co | 16,187 | $1.71M | 0.05% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 16,155 | $1.70M | 0.12% | +70+0.4% | Added |
| RFG Advisory, LLC | 16,115 | $1.70M | 0.07% | +6,294+64.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 16,078 | $1.70M | 0.79% | +4,843+43.1% | Added |
| Scissortail Wealth Management, LLC | 14,864 | $1.69M | 0.54% | +14,864 | New |
| Twin Capital Management Inc | 16,031 | $1.69M | 0.22% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 16,023 | $1.69M | 0.68% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 14,716 | $1.69M | 0.66% | −20.0% | Reduced |
| Biltmore Family Office, LLC | 15,971 | $1.68M | 0.35% | −150−0.9% | Reduced |
| Qtron Investments LLC | 15,950 | $1.68M | 0.28% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 15,942 | $1.68M | 1.20% | +170+1.1% | Added |
| Sargent Investment Group, LLC | 15,941 | $1.68M | 0.37% | +230+1.5% | Added |
| Mill Capital Management, LLC | 15,897 | $1.68M | 0.15% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 15,894 | $1.68M | 0.04% | −714−4.3% | Reduced |
| Pflug Koory, LLC | 15,855 | $1.67M | 0.89% | −75−0.5% | Reduced |
| Close Asset Management Ltd | 15,843 | $1.67M | 0.07% | +886+5.9% | Added |
| Independent Financial Group, LLC | 15,808 | $1.67M | 0.09% | +208+1.3% | Added |
| Arete Wealth Advisors, LLC | 15,749 | $1.66M | 0.13% | +3,079+24.3% | Added |
| Cito Capital Group, LLC | 15,730 | $1.66M | 0.71% | +800+5.4% | Added |
| Marks Group Wealth Management, Inc | 15,689 | $1.65M | 0.19% | −1,189−7.0% | Reduced |
| Cunning Capital Partners, LP | 15,630 | $1.65M | 1.03% | 00.0% | Unchanged |
| Capital Planning LLC | 15,602 | $1.64M | 0.59% | 00.0% | Unchanged |
| Claro Advisors LLC | 15,534 | $1.64M | 0.36% | +47+0.3% | Added |
| Sowell Financial Services LLC | 15,472 | $1.63M | 0.09% | −1,554−9.1% | Reduced |
| SeaCrest Wealth Management, LLC | 15,834 | $1.63M | 0.20% | −3,338−17.4% | Reduced |
| Optimum Investment Advisors | 15,408 | $1.62M | 0.82% | −5,111−24.9% | Reduced |
| Merit Financial Group, LLC | 15,314 | $1.61M | 0.05% | −9,136−37.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 15,281 | $1.61M | 0.06% | +91+0.6% | Added |
| United Asset Strategies, Inc. | 15,200 | $1.60M | 0.18% | +1,907+14.3% | Added |
| Oak Harvest Investment Services | 15,179 | $1.60M | 0.32% | +2,035+15.5% | Added |
| Centaurus Financial, Inc. | 15,157 | $1.60M | 0.12% | +4,292+39.5% | Added |
| Oakworth Capital, Inc. | 15,048 | $1.59M | 0.13% | 00.0% | Unchanged |
| WMS Partners, LLC | 14,963 | $1.58M | 0.12% | −3,702−19.8% | Reduced |
| Empower Advisory Group, LLC | 14,931 | $1.57M | 0.01% | −5,475−26.8% | Reduced |
| Handelsinvest Investeringsforvaltning | 14,920 | $1.57M | 0.64% | +14,920 | New |
| Advance Capital Management, Inc. | 14,887 | $1.57M | 0.12% | −1,102−6.9% | Reduced |
| Terry L. Blaker | 14,872 | $1.57M | 0.13% | +940+6.7% | Added |