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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 12,400 | $1.31M | 0.09% | +2,719+28.1% | Added |
| Lantz Financial LLC | 12,397 | $1.31M | 0.47% | +44+0.4% | Added |
| Level Four Advisory Services, LLC | 12,383 | $1.31M | 0.07% | +267+2.2% | Added |
| GM Advisory Group, Inc. | 12,312 | $1.30M | 0.10% | +245+2.0% | Added |
| Proffitt & Goodson Inc | 12,298 | $1.30M | 0.24% | −26−0.2% | Reduced |
| Independence Bank of Kentucky | 12,240 | $1.29M | 0.45% | +795+6.9% | Added |
| GAMMA Investing LLC | 11,547 | $1.29M | 0.35% | +11,547 | New |
| Dumont & Blake Investment Advisors LLC | 12,194 | $1.29M | 0.40% | −260−2.1% | Reduced |
| Fox Hill Wealth Management | 12,174 | $1.28M | 0.98% | +12,174 | New |
| PFG Investments, LLC | 12,152 | $1.28M | 0.24% | +1,670+15.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 12,449 | $1.28M | 0.31% | +10,488+534.8% | Added |
| Circle Wealth Management, LLC | 12,141 | $1.28M | 0.03% | −2,642−17.9% | Reduced |
| Central Bank & Trust Co | 12,065 | $1.27M | 0.20% | −40−0.3% | Reduced |
| Curbstone Financial Management Corp | 12,000 | $1.27M | 0.29% | −200−1.6% | Reduced |
| WBH Advisory Inc | 11,968 | $1.26M | 0.14% | −359−2.9% | Reduced |
| Tempus Wealth Planning, LLC | 11,958 | $1.26M | 0.55% | −262−2.1% | Reduced |
| Marcum Wealth, LLC | 11,953 | $1.26M | 0.13% | +404+3.5% | Added |
| International Assets Investment Management, LLC | 11,947 | $1.26M | 0.16% | +7,230+153.3% | Added |
| UBS Oconnor LLC | 11,926 | $1.26M | 0.04% | +7,000+142.1% | Added |
| EverSource Wealth Advisors, LLC | 11,924 | $1.26M | 0.12% | +179+1.5% | Added |
| Provence Wealth Management Group | 11,755 | $1.24M | 0.67% | +1,491+14.5% | Added |
| Pine Haven Investment Counsel, Inc | 11,725 | $1.24M | 1.16% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 11,723 | $1.24M | 0.38% | −110−0.9% | Reduced |
| Titan Global Capital Management USA LLC | 11,719 | $1.24M | 0.25% | +11,719 | New |
| Connecticut Wealth Management, LLC | 11,679 | $1.23M | 0.07% | +7,110+155.6% | Added |
| Crestline Management, LP | 11,671 | $1.23M | 0.11% | +11,671 | New |
| Kiley Juergens Wealth Management, LLC | 11,664 | $1.23M | 0.41% | −4,654−28.5% | Reduced |
| London & Capital Asset Management Ltd | 11,658 | $1.23M | 0.10% | 00.0% | Unchanged |
| Delphi Management Inc | 11,617 | $1.23M | 1.13% | −22−0.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 11,599 | $1.22M | 0.54% | +745+6.9% | Added |
| Flagship Harbor Advisors, LLC | 11,582 | $1.22M | 0.09% | −35−0.3% | Reduced |
| IHT Wealth Management, LLC | 11,562 | $1.22M | 0.05% | −801−6.5% | Reduced |
| Tompkins Financial Corp | 11,538 | $1.22M | 0.15% | +3,349+40.9% | Added |
| Solidarilty Wealth, LLC | 11,518 | $1.21M | 0.44% | +11,518 | New |
| Pinnacle West Asset Management, Inc. | 11,445 | $1.21M | 1.03% | +200+1.8% | Added |
| Conning Inc. | 11,439 | $1.21M | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 11,347 | $1.20M | 0.14% | +339+3.1% | Added |
| First Foundation Advisors | 11,342 | $1.20M | 0.05% | −2,574−18.5% | Reduced |
| Grimes & Company, Inc. | 11,322 | $1.19M | 0.04% | +1,901+20.2% | Added |
| GYL Financial Synergies, LLC | 11,278 | $1.19M | 0.10% | +48+0.4% | Added |
| Kathmere Capital Management, LLC | 11,261 | $1.19M | 0.15% | −1,346−10.7% | Reduced |
| Beaumont Financial Advisors, LLC | 11,237 | $1.18M | 0.11% | −564−4.8% | Reduced |
| Atlas Brown,Inc. | 11,235 | $1.18M | 0.49% | −84−0.7% | Reduced |
| Papp L Roy & Associates | 11,233 | $1.18M | 0.15% | −349−3.0% | Reduced |
| Platform Technology Partners | 10,220 | $1.18M | 0.46% | −243−2.3% | Reduced |
| Oarsman Capital, Inc. | 11,207 | $1.18M | 0.31% | −94−0.8% | Reduced |
| Paradigm Asset Management Co LLC | 11,200 | $1.18M | 0.31% | −200−1.8% | Reduced |
| Grandfield & Dodd, LLC | 11,200 | $1.18M | 0.08% | −200−1.8% | Reduced |
| Klingman & Associates, LLC | 11,199 | $1.18M | 0.09% | 00.0% | Unchanged |
| Certus Wealth Management, LLC | 11,161 | $1.18M | 1.00% | −161−1.4% | Reduced |
| Eqis Capital Management, Inc. | 11,158 | $1.18M | 0.10% | −657−5.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 11,138 | $1.17M | 0.14% | +1,277+13.0% | Added |
| Boyd Wealth Management, LLC | 11,052 | $1.17M | 0.72% | 00.0% | Unchanged |
| Steward Partners Investment Solutions, LLC | 11,043 | $1.16M | 0.49% | +11,043 | New |
| Cubic Asset Management, LLC | 11,025 | $1.16M | 0.30% | −15−0.1% | Reduced |
| Landmark Financial Advisors, LLC | 11,010 | $1.16M | 0.42% | +51+0.5% | Added |
| M&G Investments (USA) Inc. | 11,021 | $1.16M | 1.14% | +11,021 | New |
| Convergence Investment Partners, LLC | 10,976 | $1.16M | 0.60% | −866−7.3% | Reduced |
| Bogart Wealth, LLC | 10,945 | $1.15M | 0.07% | −119−1.1% | Reduced |
| Visionary Wealth Advisors | 10,939 | $1.15M | 0.08% | +2,494+29.5% | Added |
| Icapital Wealth LLC | 10,927 | $1.15M | 0.74% | −22,180−67.0% | Reduced |
| Unique Wealth Strategies, LLC | 10,923 | $1.15M | 0.77% | +10,923 | New |
| Keudell/Morrison Wealth Management | 10,847 | $1.14M | 0.38% | +1,033+10.5% | Added |
| Bank of Stockton | 10,395 | $1.14M | 0.38% | +2,115+25.5% | Added |
| Summit Trail Advisors, LLC | 10,761 | $1.13M | 0.04% | −1,284−10.7% | Reduced |
| Graypoint LLC | 10,725 | $1.13M | 0.09% | +1,468+15.9% | Added |
| Leo Wealth, LLC | 10,695 | $1.13M | 0.12% | +10,695 | New |
| CMG Global Holdings, LLC | 9,993 | $1.13M | 0.82% | −47−0.5% | Reduced |
| Capital Analysts, LLC | 10,682 | $1.13M | 0.06% | +433+4.2% | Added |
| KRS Capital Management, LLC | 10,625 | $1.12M | 1.04% | +1,672+18.7% | Added |
| Eos Management, L.P. | 10,624 | $1.12M | 0.50% | 00.0% | Unchanged |
| SRN Advisors, LLC | 10,584 | $1.12M | 1.00% | +187+1.8% | Added |
| Tevis Investment Management | 10,565 | $1.11M | 1.03% | −7−0.1% | Reduced |
| White Pine Capital LLC | 10,564 | $1.11M | 0.43% | −345−3.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 10,562 | $1.11M | 0.05% | +2,721+34.7% | Added |
| Founders Financial Securities LLC | 10,558 | $1.11M | 0.12% | +360+3.5% | Added |
| Miller Investment Management, LP | 10,543 | $1.11M | 0.16% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 10,535 | $1.11M | 0.13% | +108+1.0% | Added |
| Operose Advisors LLC | 10,523 | $1.11M | 0.44% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 10,522 | $1.11M | 0.35% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 10,432 | $1.10M | 0.31% | −15,517−59.8% | Reduced |
| Winthrop Capital Management, LLC | 10,397 | $1.10M | 0.36% | +10,397 | New |
| Fuller & Thaler Asset Management, Inc. | 10,365 | $1.09M | 0.01% | +2,100+25.4% | Added |
| Rehmann Capital Advisory Group | 10,337 | $1.09M | 0.09% | +297+3.0% | Added |
| Northern Oak Wealth Management Inc | 10,335 | $1.09M | 0.13% | −5,020−32.7% | Reduced |
| Woodmont Investment Counsel LLC | 10,319 | $1.09M | 0.10% | −392−3.7% | Reduced |
| Boston Research & Management Inc | 10,319 | $1.09M | 0.29% | 00.0% | Unchanged |
| US Asset Management LLC | 10,287 | $1.08M | 1.07% | +10,287 | New |
| Benin Management CORP | 10,275 | $1.08M | 0.37% | −280−2.7% | Reduced |
| Trustco Bank Corp N Y | 10,254 | $1.08M | 1.17% | −50−0.5% | Reduced |
| Auxano Advisors, LLC | 10,230 | $1.08M | 0.36% | −20.0% | Reduced |
| Peoples Bank | 10,229 | $1.08M | 0.86% | −1,128−9.9% | Reduced |
| Ami Investment Management Inc | 10,217 | $1.08M | 0.44% | −2,444−19.3% | Reduced |
| ABN AMRO Bank N.V. | 10,163 | $1.08M | 0.02% | +1,845+22.2% | Added |
| Symmetry Partners, LLC | 10,116 | $1.07M | 0.06% | −4,178−29.2% | Reduced |
| Paragon Capital Management Ltd | 10,157 | $1.07M | 0.22% | +30.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 10,155 | $1.07M | 0.28% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 10,128 | $1.07M | 0.04% | +2,167+27.2% | Added |
| Apeiron RIA LLC | 10,128 | $1.07M | 0.33% | +132+1.3% | Added |
| Charles Schwab Trust Co | 10,118 | $1.07M | 0.11% | −505−4.8% | Reduced |