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 |
|---|---|---|---|---|---|
| Everhart Financial Group, Inc. | 7,163 | $755.2K | 0.27% | +96+1.4% | Added |
| Quadcap Wealth Management, LLC | 7,147 | $753.5K | 0.19% | +7,147 | New |
| Carnegie Capital Asset Management, LLC | 7,146 | $753.4K | 0.03% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 7,134 | $752.1K | 0.01% | 00.0% | Unchanged |
| Schwerin Boyle Capital Management Inc | 7,124 | $751.1K | 0.08% | 00.0% | Unchanged |
| Bank Hapoalim BM | 7,116 | $750.0K | 0.10% | +7,116 | New |
| CoreCap Advisors, LLC | 7,106 | $749.2K | 0.05% | −1,671−19.0% | Reduced |
| Leisure Capital Management | 7,086 | $747.1K | 0.40% | −64−0.9% | Reduced |
| Intellectus Partners, LLC | 7,084 | $746.9K | 0.22% | 00.0% | Unchanged |
| Wealth Effects LLC | 7,065 | $744.9K | 0.28% | +1,060+17.7% | Added |
| Plotkin Financial Advisors, LLC | 7,061 | $744.4K | 0.57% | +786+12.5% | Added |
| Beese Fulmer Investment Management, Inc. | 7,044 | $742.6K | 0.08% | +200+2.9% | Added |
| Coastal Investment Advisors, Inc. | 7,036 | $741.9K | 0.17% | +3,559+102.4% | Added |
| Studio Investment Management LLC | 7,031 | $741.3K | 0.19% | +3,184+82.8% | Added |
| TBH Global Asset Management, LLC | 7,021 | $740.2K | 0.15% | +9+0.1% | Added |
| Plancorp, LLC | 7,017 | $739.8K | 0.04% | +308+4.6% | Added |
| Sabal Trust CO | 6,988 | $736.7K | 0.05% | +215+3.2% | Added |
| Landmark Wealth Management, LLC | 6,975 | $735.0K | 0.36% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 6,948 | $732.5K | 0.04% | +1,226+21.4% | Added |
| Confluence Wealth Services, Inc. | 6,943 | $732.0K | 0.08% | +515+8.0% | Added |
| Laraway Financial Inc | 6,934 | $731.1K | 0.69% | +25+0.4% | Added |
| Garde Capital, Inc. | 6,937 | $731.0K | 0.06% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 6,920 | $729.6K | 0.13% | +2,348+51.4% | Added |
| Key Financial Inc | 6,916 | $729.2K | 0.20% | +396+6.1% | Added |
| Magnus Financial Group LLC | 6,911 | $728.6K | 0.10% | −200−2.8% | Reduced |
| Forte Capital LLC | 6,893 | $726.7K | 0.10% | −100−1.4% | Reduced |
| Macroview Investment Management LLC | 6,890 | $726.5K | 0.87% | −2,258−24.7% | Reduced |
| Arcataur Capital Management LLC | 6,879 | $725.3K | 0.28% | −50−0.7% | Reduced |
| Prescott Group Capital Management, L.L.C. | 6,862 | $723.0K | 0.13% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 6,851 | $722.3K | 0.27% | +988+16.9% | Added |
| K.J. Harrison & Partners Inc | 6,850 | $722.2K | 0.12% | +6,850 | New |
| First National Bank & Trust Co of Newtown | 6,840 | $721.1K | 0.15% | 00.0% | Unchanged |
| Lee Financial Co | 6,822 | $719.2K | 0.13% | −9−0.1% | Reduced |
| Phillips Wealth Planners LLC | 6,602 | $717.7K | 0.86% | +1,374+26.3% | Added |
| CloudAlpha Capital Management Limited/Hong Kong | 6,800 | $716.9K | 0.10% | −540,700−98.8% | Reduced |
| Howard Capital Management Group, LLC | 6,780 | $714.8K | 0.06% | −100−1.5% | Reduced |
| Norwood Financial Corp | 6,775 | $714.3K | 1.08% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 6,774 | $714.2K | 0.16% | +8+0.1% | Added |
| CNB Bank | 6,767 | $713.4K | 0.38% | −281−4.0% | Reduced |
| Cedar Brook Financial Partners, LLC | 6,802 | $712.6K | 0.16% | +2,247+49.3% | Added |
| Hamilton Capital, LLC | 6,758 | $712.5K | 0.06% | −434−6.0% | Reduced |
| Legacy Capital Group California, Inc. | 6,749 | $711.5K | 0.28% | +353+5.5% | Added |
| Magnolia Capital Advisors LLC | 6,221 | $710.2K | 0.52% | +1,371+28.3% | Added |
| D'Orazio & Associates, Inc. | 6,698 | $706.2K | 0.13% | +55+0.8% | Added |
| Beach Investment Counsel Inc | 6,700 | $706.0K | 0.09% | 00.0% | Unchanged |
| Finivi Inc. | 6,696 | $705.9K | 0.69% | +6,696 | New |
| Premier Path Wealth Partners, LLC | 6,692 | $705.6K | 0.16% | +6,692 | New |
| Catalytic Wealth RIA, LLC | 6,689 | $705.2K | 0.32% | +6,689 | New |
| Armbruster Capital Management, Inc. | 6,611 | $697.0K | 0.16% | −220−3.2% | Reduced |
| Cidel Asset Management Inc | 6,608 | $696.7K | 0.03% | +6,608 | New |
| Rbo & Co LLC | 6,600 | $695.8K | 0.12% | 00.0% | Unchanged |
| Davidson Trust Co | 6,590 | $694.8K | 0.45% | +835+14.5% | Added |
| Radnor Capital Management, LLC | 6,573 | $693.0K | 0.13% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 6,560 | $691.7K | 0.53% | +6,560 | New |
| Consolidated Planning Corp | 6,543 | $689.9K | 0.13% | +221+3.5% | Added |
| ORG Partners LLC | 6,537 | $689.4K | 0.12% | +1,241+23.4% | Added |
| Davis Investment Partners, LLC | 6,708 | $688.1K | 0.33% | +10+0.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,529 | $688.0K | 0.08% | −1,200−15.5% | Reduced |
| Gemmer Asset Management LLC | 6,520 | $687.4K | 0.08% | +11+0.2% | Added |
| Guardian Wealth Advisors, LLC | 6,510 | $686.3K | 0.10% | −435−6.3% | Reduced |
| Ellevest, Inc. | 6,505 | $685.8K | 0.05% | +387+6.3% | Added |
| Clarkston Capital Partners, LLC | 6,501 | $685.4K | 0.01% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 6,496 | $684.9K | 0.11% | +50+0.8% | Added |
| Centerpoint Advisors, LLC | 6,484 | $684.0K | 0.27% | −100−1.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 6,450 | $680.0K | 0.12% | −850−11.6% | Reduced |
| Red Door Wealth Management, LLC | 6,446 | $679.6K | 0.15% | +1,104+20.7% | Added |
| Fortitude Advisory Group L.L.C. | 6,422 | $677.0K | 0.41% | −39−0.6% | Reduced |
| Tilt Investment Management Holdings, PBC | 6,415 | $676.3K | 0.73% | −1,679−20.7% | Reduced |
| Richwood Investment Advisors, LLC | 6,391 | $673.8K | 0.63% | −30−0.5% | Reduced |
| RB Capital Management, LLC | 6,386 | $673.2K | 0.19% | +14+0.2% | Added |
| Moloney Securities Asset Management, LLC | 6,381 | $672.7K | 0.11% | +300+4.9% | Added |
| BIP Wealth, LLC | 6,369 | $671.6K | 0.05% | +123+2.0% | Added |
| Change Path, LLC | 6,363 | $670.0K | 0.04% | +2,253+54.8% | Added |
| Greenwood Gearhart Inc | 6,353 | $669.8K | 0.07% | −2,562−28.7% | Reduced |
| AdvisorNet Financial, Inc | 6,348 | $669.3K | 0.06% | +1,486+30.6% | Added |
| Dogwood Wealth Management LLC | 6,340 | $668.4K | 0.52% | +6,340 | New |
| Fca Corp | 6,340 | $668.4K | 0.23% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 6,339 | $668.3K | 0.02% | +819+14.8% | Added |
| Altrius Capital Management Inc | 6,294 | $663.6K | 0.18% | −235−3.6% | Reduced |
| Ninepoint Partners LP | 6,290 | $663.2K | 0.09% | +6,290 | New |
| Shell Asset Management Co | 6,287 | $663.0K | 0.03% | −7,782−55.3% | Reduced |
| United Community Bank | 6,278 | $661.9K | 0.28% | −207−3.2% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 6,273 | $661.3K | 0.36% | +18+0.3% | Added |
| Ridgewood Investments LLC | 6,270 | $661.1K | 0.39% | +3,601+134.9% | Added |
| Western Wealth Management, LLC | 6,267 | $660.7K | 0.05% | +104+1.7% | Added |
| Buckingham Strategic Partners | 6,180 | $651.7K | 0.03% | −2,727−30.6% | Reduced |
| MCF Advisors LLC | 6,141 | $647.5K | 0.05% | +30+0.5% | Added |
| Dover Advisors, LLC | 6,130 | $646.3K | 0.85% | −989−13.9% | Reduced |
| Stockman Wealth Management, Inc. | 6,129 | $646.2K | 0.13% | −345−5.3% | Reduced |
| Janney Capital Management LLC | 6,129 | $646.0K | 0.04% | −2,000−24.6% | Reduced |
| KG&L Capital Management,LLC | 6,108 | $644.0K | 0.27% | +126+2.1% | Added |
| Heritage Investment Group, Inc. | 6,113 | $644.0K | 0.14% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 6,106 | $643.8K | 0.05% | +6+0.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 6,084 | $641.5K | 0.12% | +897+17.3% | Added |
| Northstar Group, Inc. | 6,082 | $641.2K | 0.14% | −220−3.5% | Reduced |
| Northstar Advisory Group, LLC | 6,075 | $640.5K | 0.38% | −7,099−53.9% | Reduced |
| Atom Investors LP | 6,050 | $637.9K | 0.11% | +6,050 | New |
| Drive Wealth Management, LLC | 6,034 | $636.1K | 0.21% | −371−5.8% | Reduced |
| Optas, LLC | 6,025 | $635.2K | 0.19% | +888+17.3% | Added |
| TRUE Private Wealth Advisors | 6,019 | $634.6K | 0.08% | +979+19.4% | Added |