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 |
|---|---|---|---|---|---|
| Westside Investment Management, Inc. | 14,854 | $1.57M | 0.40% | +66+0.4% | Added |
| Harbour Investments, Inc. | 14,736 | $1.55M | 0.06% | +1,011+7.4% | Added |
| Douglass Winthrop Advisors, LLC | 14,693 | $1.55M | 0.03% | −57−0.4% | Reduced |
| Global Financial Private Client, LLC | 14,612 | $1.54M | 0.72% | +716+5.2% | Added |
| Bank of Nova Scotia Trust Co | 14,578 | $1.54M | 0.17% | −739−4.8% | Reduced |
| Golden State Equity Partners | 14,544 | $1.53M | 0.37% | +3,048+26.5% | Added |
| Keystone Investors Pte Ltd | 14,532 | $1.53M | 0.13% | +14,532 | New |
| Bedel Financial Consulting, Inc. | 14,526 | $1.53M | 0.28% | +48+0.3% | Added |
| St. Louis Financial Planners Asset Management, LLC | 14,522 | $1.53M | 1.43% | +14,522 | New |
| St. Johns Investment Management Company, LLC | 14,520 | $1.53M | 0.78% | −325−2.2% | Reduced |
| Peoples Financial Services Corp. | 14,443 | $1.52M | 0.66% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 14,433 | $1.52M | 0.06% | +203+1.4% | Added |
| Belpointe Asset Management LLC | 14,414 | $1.52M | 0.13% | +7,133+98.0% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 14,409 | $1.52M | 0.20% | −95−0.7% | Reduced |
| Aaron Wealth Advisors | 14,393 | $1.52M | 0.25% | −19,813−57.9% | Reduced |
| Abundance Wealth Counselors | 14,362 | $1.51M | 0.39% | −120−0.8% | Reduced |
| Park National Corp | 14,358 | $1.51M | 0.06% | −415−2.8% | Reduced |
| Foundations Investment Advisors, LLC | 13,101 | $1.51M | 0.04% | +717+5.8% | Added |
| Forum Financial Management, LP | 14,326 | $1.51M | 0.03% | −167−1.2% | Reduced |
| Missouri Trust & Investment Co | 14,300 | $1.51M | 0.61% | +2,210+18.3% | Added |
| Machina Capital S.A.S. | 14,274 | $1.50M | 0.97% | +6,837+91.9% | Added |
| Fukoku Mutual Life Insurance Co | 14,269 | $1.50M | 0.12% | +5,000+53.9% | Added |
| Walter & Keenan Financial Consulting Co | 14,243 | $1.50M | 0.54% | +210+1.5% | Added |
| Trust Point Inc. | 14,204 | $1.50M | 0.12% | +14,204 | New |
| Miracle Mile Advisors, LLC | 14,093 | $1.49M | 0.04% | +1,654+13.3% | Added |
| CX Institutional | 14,055 | $1.48M | 0.08% | −73−0.5% | Reduced |
| BCJ Capital Management, LLC | 14,019 | $1.48M | 0.13% | −1,288−8.4% | Reduced |
| Caldwell Trust Co | 14,013 | $1.48M | 0.19% | +14+0.1% | Added |
| Boston Financial Mangement LLC | 14,012 | $1.48M | 0.05% | +282+2.1% | Added |
| Allred Capital Management, LLC | 14,007 | $1.48M | 0.64% | +37+0.3% | Added |
| Community Bank & Trust, Waco, Texas | 13,926 | $1.47M | 0.40% | +337+2.5% | Added |
| Salem Investment Counselors Inc | 13,877 | $1.46M | 0.05% | +80+0.6% | Added |
| Roundview Capital LLC | 13,875 | $1.46M | 0.13% | −17−0.1% | Reduced |
| SageView Advisory Group, LLC | 12,812 | $1.46M | 0.06% | +1,975+18.2% | Added |
| Prestige Wealth Management Group LLC | 13,795 | $1.45M | 0.33% | −19−0.1% | Reduced |
| Citizens & Northern Corp | 13,757 | $1.45M | 0.52% | −92−0.7% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 13,730 | $1.45M | 1.89% | −1,054−7.1% | Reduced |
| Smith, Moore & Co. | 13,728 | $1.45M | 0.17% | +50+0.4% | Added |
| E Fund Management Co., Ltd. | 13,682 | $1.44M | 0.09% | −611−4.3% | Reduced |
| Ifrah Financial Services, Inc. | 13,657 | $1.44M | 0.42% | −831−5.7% | Reduced |
| Spinnaker Trust | 13,630 | $1.44M | 0.10% | −46−0.3% | Reduced |
| Gold Investment Management Ltd. | 13,578 | $1.43M | 0.61% | +13,578 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,476 | $1.42M | 0.28% | +1,652+14.0% | Added |
| CMT Capital Markets Trading GmbH | 13,467 | $1.42M | 1.00% | +13,467 | New |
| Sapient Capital LLC | 13,468 | $1.42M | 0.04% | +13,468 | New |
| Highline Wealth Partners LLC | 13,451 | $1.42M | 0.69% | +1,717+14.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 13,442 | $1.42M | 0.27% | +1,914+16.6% | Added |
| GFG Capital, LLC | 13,367 | $1.41M | 0.38% | +196+1.5% | Added |
| Austin Private Wealth, LLC | 13,345 | $1.41M | 0.18% | +3,840+40.4% | Added |
| Accredited Investors Inc. | 13,336 | $1.41M | 0.10% | 00.0% | Unchanged |
| Equitable Trust Co | 13,332 | $1.41M | 0.11% | +79+0.6% | Added |
| Hall Capital Management Co Inc | 13,325 | $1.40M | 0.82% | +1,045+8.5% | Added |
| Clark Capital Management Group, Inc. | 13,322 | $1.40M | 0.01% | +2,493+23.0% | Added |
| Prosperity Consulting Group, LLC | 13,239 | $1.40M | 0.47% | +2,467+22.9% | Added |
| InterOcean Capital Group, LLC | 13,235 | $1.40M | 0.04% | +82+0.6% | Added |
| Bridge Creek Capital Management LLC | 13,200 | $1.39M | 0.48% | −125−0.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 13,162 | $1.39M | 0.03% | +2,763+26.6% | Added |
| Lakeview Capital Partners, LLC | 13,158 | $1.39M | 0.25% | +1,069+8.8% | Added |
| Cove Private Wealth, LLC | 13,150 | $1.39M | 1.31% | +13,150 | New |
| ERn Financial, LLC | 12,738 | $1.38M | 0.26% | +314+2.5% | Added |
| PDS Planning, Inc | 13,104 | $1.38M | 0.16% | −43−0.3% | Reduced |
| Cobblestone Capital Advisors LLC | 13,102 | $1.38M | 0.09% | +56+0.4% | Added |
| Cypress Capital Group | 13,097 | $1.38M | 0.18% | −1,495−10.2% | Reduced |
| Jacobi Capital Management LLC | 13,095 | $1.38M | 0.14% | +2,310+21.4% | Added |
| Skopos Labs, Inc. | 13,058 | $1.38M | 0.66% | +13,058 | New |
| Twin Tree Management, LP | 13,055 | $1.38M | 0.02% | +13,055 | New |
| One Wealth Advisors, LLC | 13,049 | $1.38M | 0.26% | +184+1.4% | Added |
| Delta Financial Group, Inc. | 13,009 | $1.37M | 0.43% | −2,894−18.2% | Reduced |
| Qsemble Capital Management, LP | 12,994 | $1.37M | 0.34% | +3,894+42.8% | Added |
| King Wealth | 12,971 | $1.37M | 0.26% | +5,053+63.8% | Added |
| Notis-McConarty Edward | 12,950 | $1.37M | 0.54% | −750−5.5% | Reduced |
| Parisi Gray Wealth Management | 12,941 | $1.36M | 0.55% | +50.0% | Added |
| Insight Wealth Strategies, LLC | 12,935 | $1.36M | 0.22% | +12,935 | New |
| Buckingham Capital Management, Inc. | 12,907 | $1.36M | 0.18% | +987+8.3% | Added |
| Koshinski Asset Management, Inc. | 12,903 | $1.36M | 0.21% | +4,074+46.1% | Added |
| Ervin Investment Management, LLC | 12,825 | $1.36M | 1.04% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 12,863 | $1.36M | 1.14% | −757−5.6% | Reduced |
| Alaethes Wealth LLC | 12,853 | $1.36M | 0.64% | +901+7.5% | Added |
| Boltwood Capital Management | 12,837 | $1.35M | 0.45% | +515+4.2% | Added |
| Thoroughbred Financial Services, LLC | 12,814 | $1.35M | 0.11% | +10.0% | Added |
| PBMares Wealth Management LLC | 12,814 | $1.35M | 0.41% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 12,808 | $1.35M | 0.69% | 00.0% | Unchanged |
| XR Securities LLC | 12,794 | $1.35M | 0.43% | +12,794 | New |
| First Interstate Bank | 12,789 | $1.35M | 0.10% | −285−2.2% | Reduced |
| RDA Financial Network | 12,747 | $1.34M | 0.51% | +5,220+69.4% | Added |
| Wealth Alliance | 12,690 | $1.34M | 0.19% | +336+2.7% | Added |
| Auxier Asset Management | 12,673 | $1.34M | 0.22% | −425−3.2% | Reduced |
| Timber Creek Capital Management LLC | 12,663 | $1.34M | 0.45% | −485−3.7% | Reduced |
| Altfest L J & Co Inc | 12,664 | $1.33M | 0.19% | +2,984+30.8% | Added |
| Joel Isaacson & Co., LLC | 12,661 | $1.33M | 0.08% | +197+1.6% | Added |
| Aptus Capital Advisors, LLC | 12,649 | $1.33M | 0.04% | −170−1.3% | Reduced |
| Heartland Advisors Inc | 12,624 | $1.33M | 0.07% | −376−2.9% | Reduced |
| Trueblood Wealth Management, LLC | 12,621 | $1.33M | 0.83% | +12,621 | New |
| Game Plan Financial Advisors, LLC | 12,602 | $1.33M | 0.76% | +12,602 | New |
| Kingswood Wealth Advisors, LLC | 12,556 | $1.32M | 0.15% | +7,841+166.3% | Added |
| Emfo, LLC | 12,544 | $1.32M | 1.23% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 12,518 | $1.32M | 0.10% | +448+3.7% | Added |
| Ashton Thomas Private Wealth, LLC | 12,510 | $1.32M | 0.08% | +308+2.5% | Added |
| Voya Financial Advisors, Inc. | 12,387 | $1.32M | 0.16% | +1,057+9.3% | Added |
| Sigma Planning Corp | 12,422 | $1.31M | 0.10% | −15,385−55.3% | Reduced |