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 |
|---|---|---|---|---|---|
| M Holdings Securities, Inc. | 10,102 | $1.06M | 0.12% | +43+0.4% | Added |
| Etesian Wealth Advisors, Inc. | 10,001 | $1.06M | 0.64% | +251+2.6% | Added |
| Cornerstone National Bank & Trust Co | 10,078 | $1.06M | 0.57% | −133−1.3% | Reduced |
| Sky Investment Group LLC | 10,060 | $1.06M | 0.22% | +660+7.0% | Added |
| Keystone Financial Services | 10,044 | $1.06M | 0.50% | +133+1.3% | Added |
| Armstrong Advisory Group, Inc | 10,023 | $1.06M | 0.10% | 00.0% | Unchanged |
| RBF Capital, LLC | 10,000 | $1.05M | 0.07% | 00.0% | Unchanged |
| Zhang Financial LLC | 9,892 | $1.04M | 0.09% | +1,672+20.3% | Added |
| Weatherly Asset Management L. P. | 9,887 | $1.04M | 0.11% | −1,568−13.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 9,883 | $1.04M | 0.16% | +190+2.0% | Added |
| BSW Wealth Partners | 9,878 | $1.04M | 0.21% | +297+3.1% | Added |
| Stablepoint Partners, LLC | 9,823 | $1.04M | 0.27% | +9,823 | New |
| Capital Markets Trading UK LLP | 9,805 | $1.03M | 0.76% | −25,775−72.4% | Reduced |
| Affinity Investment Advisors, LLC | 9,795 | $1.03M | 0.70% | +140+1.5% | Added |
| Wealth Alliance Advisory Group, LLC | 9,781 | $1.03M | 0.27% | 00.0% | Unchanged |
| Rockland Trust Co | 9,771 | $1.03M | 0.06% | +3,020+44.7% | Added |
| Geller Advisors LLC | 9,763 | $1.03M | 0.10% | −118−1.2% | Reduced |
| Hollencrest Capital Management | 9,756 | $1.03M | 0.10% | −150−1.5% | Reduced |
| Sage Rhino Capital LLC | 9,748 | $1.03M | 0.26% | +10+0.1% | Added |
| Lake Street Financial LLC | 9,724 | $1.03M | 0.16% | +7,473+332.0% | Added |
| Strategic Investment Advisors | 9,673 | $1.02M | 0.15% | −413−4.1% | Reduced |
| Assetmark, Inc | 9,663 | $1.02M | 0.00% | +317+3.4% | Added |
| Bonness Enterprises Inc | 9,660 | $1.02M | 0.43% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 9,650 | $1.02M | 0.49% | +6,682+225.1% | Added |
| Trillium Asset Management, LLC | 9,614 | $1.01M | 0.03% | −716−6.9% | Reduced |
| Vista Private Wealth Partners. LLC | 9,840 | $1.01M | 0.54% | −272−2.7% | Reduced |
| Nicolet Bankshares Inc | 9,603 | $1.01M | 0.27% | +794+9.0% | Added |
| Cavalier Investments, LLC | 9,581 | $1.01M | 0.37% | +217+2.3% | Added |
| Duncker Streett & Co Inc | 9,578 | $1.01M | 0.21% | 00.0% | Unchanged |
| Moreno Evelyn V | 9,561 | $1.01M | 0.48% | −1,000−9.5% | Reduced |
| Formidable Asset Management, LLC | 9,550 | $1.01M | 0.22% | −161−1.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 9,548 | $1.01M | 0.06% | +105+1.1% | Added |
| AlphaCore Capital LLC | 9,534 | $1.01M | 0.15% | −50−0.5% | Reduced |
| 3Chopt Investment Partners, LLC | 9,533 | $1.01M | 0.37% | +9,533 | New |
| Boit C F David | 9,800 | $1.00M | 0.57% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 9,518 | $1.00M | 0.14% | +1,576+19.8% | Added |
| Desjardins Global Asset Management Inc. | 9,496 | $1.00M | 0.11% | −20,582−68.4% | Reduced |
| Everpar Advisors LLC | 9,469 | $998.3K | 0.46% | +9,469 | New |
| Entropy Technologies, LP | 9,439 | $995.2K | 0.18% | +9,439 | New |
| Leonteq Securities AG | 9,422 | $993.4K | 0.13% | −6,557−41.0% | Reduced |
| Hunter Associates Investment Management LLC | 9,411 | $991.0K | 0.18% | +719+8.3% | Added |
| Ausdal Financial Partners, Inc. | 9,393 | $990.4K | 0.12% | +300+3.3% | Added |
| Alpha Omega Wealth Management LLC | 9,377 | $988.6K | 0.16% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 9,376 | $988.5K | 0.49% | +1,539+19.6% | Added |
| Beaton Management Co. Inc. | 9,369 | $988.0K | 0.59% | +2,000+27.1% | Added |
| Adirondack Trust Co | 8,837 | $986.9K | 0.43% | −198−2.2% | Reduced |
| Personal Cfo Solutions, LLC | 9,339 | $984.6K | 0.17% | +4,978+114.1% | Added |
| Clare Market Investments LLC | 9,338 | $984.5K | 0.34% | −1,825−16.3% | Reduced |
| Jacobs & Co | 9,339 | $984.0K | 0.11% | −59−0.6% | Reduced |
| Peoples Bank | 9,322 | $982.8K | 0.58% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 9,322 | $982.8K | 0.20% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 9,270 | $977.3K | 0.67% | 00.0% | Unchanged |
| Appleton Partners Inc | 9,268 | $977.0K | 0.08% | −325−3.4% | Reduced |
| Smart Portfolios, LLC | 8,415 | $974.8K | 1.14% | +8,415 | New |
| Rossmore Private Capital | 9,204 | $970.4K | 0.14% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 9,190 | $969.0K | 0.42% | +49+0.5% | Added |
| RW Investment Management LLC | 9,189 | $968.8K | 0.15% | 00.0% | Unchanged |
| Inspire Trust Co, N.A. | 9,189 | $968.8K | 1.00% | +9,189 | New |
| GeoWealth Management, LLC | 9,180 | $968.0K | 0.08% | +7,787+559.0% | Added |
| Brevan Howard Capital Management LP | 9,157 | $965.4K | 0.10% | +9,157 | New |
| Cambridge Advisors Inc. | 9,150 | $964.7K | 0.24% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 9,147 | $964.4K | 1.46% | +9,147 | New |
| Good Life Advisors, LLC | 9,131 | $962.7K | 0.10% | −12−0.1% | Reduced |
| Horst & Graben Wealth Management LLC | 9,126 | $962.1K | 0.21% | +36+0.4% | Added |
| Fidelis Capital Partners, LLC | 9,123 | $961.8K | 0.21% | +1,886+26.1% | Added |
| Enterprise Financial Services Corp | 9,089 | $958.3K | 0.58% | +26+0.3% | Added |
| Greenfield Savings Bank | 9,088 | $958.1K | 0.55% | +54+0.6% | Added |
| Lipe & Dalton | 9,081 | $957.0K | 0.52% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 9,052 | $954.3K | 0.19% | −377−4.0% | Reduced |
| Aspire Private Capital, LLC | 9,050 | $954.2K | 0.28% | +114+1.3% | Added |
| Corundum Group, Inc. | 9,043 | $953.4K | 0.48% | +477+5.6% | Added |
| Astoria Portfolio Advisors LLC. | 8,251 | $951.4K | 0.39% | +2,447+42.2% | Added |
| United Bank | 8,976 | $946.3K | 0.52% | +931+11.6% | Added |
| Osborne Partners Capital Management, LLC | 8,948 | $943.4K | 0.06% | −150−1.6% | Reduced |
| Howland Capital Management LLC | 8,920 | $940.4K | 0.05% | +480+5.7% | Added |
| National Philanthropic Trust | 8,917 | $940.1K | 0.02% | +8,917 | New |
| Cornerstone Advisory, LLC | 8,897 | $938.0K | 0.15% | +321+3.7% | Added |
| Edgemoor Investment Advisors, Inc. | 8,885 | $936.7K | 0.10% | 00.0% | Unchanged |
| Davis Capital Management | 8,879 | $936.2K | 0.90% | +8,879 | New |
| Sendero Wealth Management, LLC | 8,875 | $935.7K | 0.18% | −20,181−69.5% | Reduced |
| Avestar Capital, LLC | 8,851 | $933.2K | 0.12% | +1,876+26.9% | Added |
| Venturi Wealth Management, LLC | 8,840 | $932.0K | 0.07% | +13+0.1% | Added |
| Investment Partners Asset Management, Inc. | 8,820 | $929.9K | 0.93% | +8,820 | New |
| Blueshift Asset Management, LLC | 8,791 | $926.8K | 0.49% | +1,964+28.8% | Added |
| American National Bank | 8,785 | $926.2K | 0.15% | −10,594−54.7% | Reduced |
| NBC Securities, Inc. | 8,780 | $925.0K | 0.09% | −311−3.4% | Reduced |
| Baldwin Investment Management, LLC | 8,738 | $921.2K | 0.14% | +625+7.7% | Added |
| Legacy Advisors, LLC | 8,735 | $920.9K | 0.12% | +788+9.9% | Added |
| Glassman Wealth Services | 8,726 | $919.9K | 0.13% | +26+0.3% | Added |
| Global Trust Asset Management, LLC | 8,669 | $914.0K | 0.40% | −10−0.1% | Reduced |
| FRG Family Wealth Advisors LLC | 8,661 | $913.1K | 0.19% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 8,636 | $910.5K | 0.49% | −40−0.5% | Reduced |
| Northstar Asset Management LLC | 8,636 | $910.5K | 0.24% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 8,612 | $907.9K | 0.07% | −98−1.1% | Reduced |
| Marathon Trading Investment Management LLC | 8,600 | $906.7K | 0.17% | +6,600+330.0% | Added |
| AnglePoint Asset Management Ltd | 8,600 | $906.7K | 1.15% | +8,600 | New |
| V-Square Quantitative Management LLC | 8,598 | $906.5K | 0.22% | +6,954+423.0% | Added |
| Laurel Wealth Advisors LLC | 8,594 | $906.1K | 0.17% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 8,570 | $903.5K | 0.17% | +200+2.4% | Added |
| Associated Banc-Corp | 8,567 | $903.2K | 0.03% | +554+6.9% | Added |