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 |
|---|---|---|---|---|---|
| HF Advisory Group, LLC | 8,554 | $901.8K | 0.58% | +2,596+43.6% | Added |
| Brown Capital Management LLC | 8,540 | $900.4K | 0.01% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 8,538 | $900.2K | 0.20% | 00.0% | Unchanged |
| Montecito Bank & Trust | 8,517 | $897.9K | 0.19% | −762−8.2% | Reduced |
| Avidian Wealth Solutions, LLC | 8,516 | $897.9K | 0.06% | +90+1.1% | Added |
| Eudaimonia Partners, LLC | 8,507 | $896.9K | 0.23% | +4,003+88.9% | Added |
| First Commonwealth Financial Corp | 8,501 | $896.3K | 0.28% | −1,843−17.8% | Reduced |
| Exchange Traded Concepts, LLC | 8,499 | $896.0K | 0.02% | −4,341−33.8% | Reduced |
| Fagan Associates, Inc. | 8,466 | $892.6K | 0.19% | +3,568+72.8% | Added |
| Quent Capital, LLC | 8,442 | $890.1K | 0.12% | +647+8.3% | Added |
| LCM Capital Management Inc | 8,404 | $886.0K | 0.64% | −36−0.4% | Reduced |
| IPG Investment Advisors LLC | 8,400 | $885.6K | 0.18% | +8,400 | New |
| Gries Financial LLC | 8,397 | $885.3K | 0.19% | +609+7.8% | Added |
| Cim Investment Mangement Inc | 8,384 | $883.9K | 0.28% | 00.0% | Unchanged |
| Norden Group LLC | 8,371 | $882.6K | 0.15% | −1,013−10.8% | Reduced |
| Bremer Bank National Association | 8,371 | $882.6K | 0.16% | −103−1.2% | Reduced |
| MONECO Advisors, LLC | 8,359 | $881.3K | 0.17% | −306−3.5% | Reduced |
| Advisory Research Inc | 8,307 | $875.8K | 0.14% | −6,023−42.0% | Reduced |
| Stableford Capital II LLC | 8,344 | $874.2K | 0.37% | +667+8.7% | Added |
| Excalibur Management Corp | 8,284 | $873.4K | 0.41% | −42−0.5% | Reduced |
| Sage Mountain Advisors LLC | 8,282 | $873.2K | 0.10% | +165+2.0% | Added |
| Knuff & Co LLC | 8,252 | $870.0K | 0.32% | 00.0% | Unchanged |
| Morton Capital Management LLC | 8,221 | $866.7K | 0.26% | +42+0.5% | Added |
| Regatta Capital Group, LLC | 8,212 | $865.8K | 0.23% | −476−5.5% | Reduced |
| TCG Advisory Services, LLC | 8,206 | $865.1K | 0.06% | +3,791+85.9% | Added |
| Harvest Fund Management Co., Ltd | 8,204 | $865.0K | 0.13% | −3,207−28.1% | Reduced |
| Camden Capital, LLC | 8,203 | $864.8K | 0.09% | +4,508+122.0% | Added |
| Union Savings Bank | 8,202 | $864.7K | 0.49% | −1,681−17.0% | Reduced |
| Perritt Capital Management Inc | 8,189 | $863.4K | 0.48% | −1,164−12.4% | Reduced |
| Meritas Wealth Management, LLC | 8,105 | $854.5K | 0.64% | 00.0% | Unchanged |
| Csenge Advisory Group | 8,097 | $853.7K | 0.05% | +520+6.9% | Added |
| Bowen Hanes & Co Inc | 8,065 | $850.3K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 8,058 | $849.6K | 0.09% | +536+7.1% | Added |
| Atlas Capital Advisors LLC | 8,016 | $845.1K | 0.12% | +750+10.3% | Added |
| Lombard Odier Asset Management (USA) Corp | 8,000 | $843.4K | 0.12% | +2,000+33.3% | Added |
| Paces Ferry Wealth Advisors, LLC | 7,951 | $838.3K | 0.58% | −174−2.1% | Reduced |
| United Bank | 7,935 | $836.6K | 0.11% | 00.0% | Unchanged |
| Patten & Patten Inc | 7,922 | $835.3K | 0.07% | +65+0.8% | Added |
| Zuckerman Investment Group, LLC | 7,877 | $830.5K | 0.11% | 00.0% | Unchanged |
| Essex Savings Bank | 7,861 | $828.8K | 0.24% | +2,596+49.3% | Added |
| Waddell & Associates, LLC | 7,873 | $827.9K | 0.11% | −947−10.7% | Reduced |
| All Terrain Financial Advisors, LLC | 7,852 | $827.8K | 0.38% | 00.0% | Unchanged |
| Gabelli Funds LLC | 7,827 | $825.2K | 0.01% | +541+7.4% | Added |
| Vanguard Capital Wealth Advisors | 7,824 | $824.9K | 0.67% | +70+0.9% | Added |
| WealthTrust Axiom LLC | 7,811 | $823.5K | 0.28% | +73+0.9% | Added |
| Arkadios Wealth Advisors | 7,804 | $822.8K | 0.07% | +1,687+27.6% | Added |
| American Capital Advisory, LLC | 7,784 | $820.7K | 0.59% | +7,784 | New |
| Alliance Wealth Advisors, LLC | 7,776 | $819.8K | 0.28% | +299+4.0% | Added |
| Old Mission Investment Co LLC | 7,773 | $819.5K | 0.29% | −163−2.1% | Reduced |
| 180 Wealth Advisors, LLC | 7,874 | $819.4K | 0.16% | +77+1.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 7,758 | $817.9K | 0.10% | −890−10.3% | Reduced |
| Warren Averett Asset Management, LLC | 7,758 | $817.9K | 0.03% | +1,248+19.2% | Added |
| Symphony Financial, Ltd. Co. | 7,686 | $817.6K | 0.18% | +1,561+25.5% | Added |
| Cookson Peirce & Co Inc | 7,749 | $817.0K | 0.05% | +253+3.4% | Added |
| JNBA Financial Advisors | 7,721 | $814.0K | 0.09% | −643−7.7% | Reduced |
| Capital Advisors, Ltd. LLC | 7,707 | $813.0K | 0.11% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 7,699 | $811.7K | 0.57% | +356+4.8% | Added |
| BancorpSouth Bank | 7,699 | $811.7K | 0.07% | −265−3.3% | Reduced |
| Ridgecrest Wealth Partners, LLC | 7,664 | $808.0K | 0.53% | 00.0% | Unchanged |
| CVA Family Office, LLC | 7,651 | $806.7K | 0.16% | −298−3.7% | Reduced |
| Hoylecohen, LLC | 7,639 | $805.4K | 0.07% | +1,119+17.2% | Added |
| Birch Capital Management, LLC | 7,634 | $804.9K | 0.46% | −138−1.8% | Reduced |
| Financial Security Advisor, Inc. | 7,626 | $804.0K | 0.32% | +2,205+40.7% | Added |
| S.A. Mason LLC | 7,620 | $803.4K | 0.54% | +5+0.1% | Added |
| Hilltop Holdings Inc. | 7,603 | $801.6K | 0.09% | +1,173+18.2% | Added |
| Maven Securities LTD | 7,591 | $800.3K | 0.09% | −24,186−76.1% | Reduced |
| Sigma Investment Counselors Inc | 7,556 | $796.6K | 0.06% | −1,043−12.1% | Reduced |
| Monument Capital Management | 7,552 | $796.2K | 0.26% | −1,139−13.1% | Reduced |
| Columbia Asset Management | 7,550 | $796.0K | 0.16% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 7,514 | $792.2K | 0.05% | +426+6.0% | Added |
| Dark Forest Capital Management LP | 7,491 | $789.8K | 0.12% | +7,491 | New |
| McMorgan & Co LLC | 7,489 | $789.6K | 0.13% | 00.0% | Unchanged |
| Northeast Investment Management | 7,485 | $789.1K | 0.04% | 00.0% | Unchanged |
| Bath Savings Trust Co | 7,485 | $789.1K | 0.09% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 7,470 | $787.6K | 0.33% | −44−0.6% | Reduced |
| Landaas & Co | 7,464 | $787.0K | 0.29% | +1,435+23.8% | Added |
| Newman Dignan & Sheerar, Inc. | 7,449 | $785.3K | 0.24% | +754+11.3% | Added |
| SeaBridge Investment Advisors LLC | 7,414 | $781.7K | 0.23% | +7,414 | New |
| Sunbelt Securities, Inc. | 7,401 | $780.3K | 0.10% | +3,078+71.2% | Added |
| Gerber, LLC | 7,400 | $780.1K | 0.70% | +7,400 | New |
| Mayflower Financial Advisors, LLC | 7,361 | $776.0K | 0.11% | +69+0.9% | Added |
| Mechanics Financial Corp | 7,358 | $775.8K | 0.44% | −10.0% | Reduced |
| Nemes Rush Group LLC | 7,334 | $773.2K | 0.12% | +86+1.2% | Added |
| Pointe Capital Management LLC | 7,328 | $772.6K | 0.54% | +751+11.4% | Added |
| Traphagen Investment Advisors LLC | 7,323 | $772.1K | 0.09% | +1,281+21.2% | Added |
| Johnson Financial Group, Inc. | 7,302 | $769.9K | 0.04% | −602−7.6% | Reduced |
| Massmutual Trust Co FSB | 7,278 | $767.3K | 0.03% | +505+7.5% | Added |
| Barton Investment Management | 7,275 | $767.0K | 0.10% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 7,269 | $766.3K | 0.13% | +1,966+37.1% | Added |
| LBMC Investment Advisors, LLC | 7,263 | $765.7K | 0.07% | −183−2.5% | Reduced |
| Berger Financial Group, Inc | 7,255 | $764.9K | 0.08% | +241+3.4% | Added |
| FSM Wealth Advisors, LLC | 7,252 | $764.6K | 0.33% | −85−1.2% | Reduced |
| Abacus Planning Group, Inc. | 7,252 | $764.6K | 0.16% | +86+1.2% | Added |
| Pensionmark Financial Group, LLC | 7,247 | $764.1K | 0.10% | +4,551+168.8% | Added |
| Davidson Investment Advisors | 7,240 | $763.3K | 0.04% | −2,355−24.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 7,223 | $761.5K | 0.19% | −1,040−12.6% | Reduced |
| CFS Investment Advisory Services, LLC | 7,217 | $761.0K | 0.14% | +323+4.7% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 7,216 | $760.9K | 0.23% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 7,269 | $758.2K | 0.13% | +1,757+31.9% | Added |
| Edgestream Partners, L.P. | 7,184 | $757.4K | 0.05% | −3,087−30.1% | Reduced |