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 |
|---|---|---|---|---|---|
| Wharton Business Group, LLC | 5,123 | $540.0K | 0.03% | −710−12.2% | Reduced |
| Sweet Financial Partners, LLC | 5,097 | $537.4K | 0.13% | +4+0.1% | Added |
| First Heartland Consultants, Inc. | 5,085 | $536.0K | 0.06% | −27−0.5% | Reduced |
| Garrett Investment Advisors LLC | 5,074 | $535.0K | 0.07% | −91−1.8% | Reduced |
| Silverlake Wealth Management LLC | 5,066 | $534.1K | 0.29% | +35+0.7% | Added |
| Claret Asset Management Corp | 5,061 | $534.0K | 0.10% | +4+0.1% | Added |
| Shorepoint Capital Partners LLC | 5,060 | $533.5K | 0.14% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 5,060 | $533.4K | 0.36% | +1,026+25.4% | Added |
| Allegheny Financial Group LTD | 5,058 | $533.3K | 0.17% | −271−5.1% | Reduced |
| Elevatus Welath Management | 5,048 | $532.2K | 0.24% | +142+2.9% | Added |
| Cooper Financial Group | 5,038 | $531.2K | 0.10% | +1,525+43.4% | Added |
| Motco | 5,038 | $531.2K | 0.03% | −2,260−31.0% | Reduced |
| Orser Capital Management, LLC | 5,021 | $529.4K | 0.61% | −73−1.4% | Reduced |
| Strategy Asset Managers LLC | 5,019 | $529.2K | 0.13% | −952−15.9% | Reduced |
| Childress Capital Advisors, LLC | 5,016 | $528.9K | 0.16% | −494−9.0% | Reduced |
| Stonebridge Financial Planning Group, LLC | 5,000 | $527.1K | 0.30% | 00.0% | Unchanged |
| Parkside Investments, LLC | 5,000 | $527.1K | 0.09% | +5,000 | New |
| Seed Wealth Management, Inc. | 5,062 | $526.8K | 0.53% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 4,993 | $526.4K | 0.45% | +4,993 | New |
| Raleigh Capital Management Inc. | 4,980 | $525.0K | 0.24% | +2,580+107.5% | Added |
| Accurate Wealth Management, LLC | 5,009 | $524.8K | 0.16% | +1,459+41.1% | Added |
| 4J Wealth Management LLC | 4,977 | $524.7K | 0.48% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 4,973 | $524.3K | 0.09% | −500−9.1% | Reduced |
| Founders Financial Alliance, LLC | 4,970 | $524.0K | 0.20% | +151+3.1% | Added |
| Aire Advisors, LLC | 4,951 | $522.3K | 0.13% | +32+0.7% | Added |
| Bridgefront Capital, LLC | 4,948 | $521.7K | 0.39% | +4,948 | New |
| Arthur M. Cohen & Associates, LLC | 4,943 | $521.1K | 0.12% | +300+6.5% | Added |
| NTV Asset Management LLC | 4,942 | $521.0K | 0.09% | −100−2.0% | Reduced |
| Goldstone Financial Group, LLC | 4,932 | $520.0K | 0.13% | +750+17.9% | Added |
| Triton Wealth Management, PLLC | 5,040 | $518.3K | 0.34% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 4,910 | $517.7K | 0.14% | 00.0% | Unchanged |
| Parthenon LLC | 4,903 | $516.9K | 0.07% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 4,900 | $516.6K | 0.20% | +4,900 | New |
| Strategic Advisors LLC | 4,898 | $516.4K | 0.10% | +49+1.0% | Added |
| Veracity Capital LLC | 4,896 | $516.2K | 0.21% | +1,015+26.2% | Added |
| LJI Wealth Management, LLC | 4,883 | $514.8K | 0.13% | +4+0.1% | Added |
| Fiducient Advisors LLC | 4,877 | $514.2K | 0.10% | −20.0% | Reduced |
| Riverbridge Partners LLC | 4,871 | $513.5K | 0.01% | +71+1.5% | Added |
| Destination Wealth Management | 4,861 | $512.5K | 0.02% | +690+16.5% | Added |
| Investors Asset Management of Georgia Inc | 4,850 | $511.3K | 0.26% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 4,848 | $511.2K | 0.05% | −54−1.1% | Reduced |
| Byrne Asset Management LLC | 4,814 | $510.0K | 0.39% | – | – |
| Girard Partners Ltd. | 4,833 | $509.6K | 0.05% | +280+6.1% | Added |
| Lodestar Private Asset Management LLC | 4,825 | $508.7K | 0.08% | −211−4.2% | Reduced |
| DGS Capital Management, LLC | 4,822 | $508.4K | 0.20% | +315+7.0% | Added |
| Quilter Plc | 4,736 | $505.1K | 0.02% | +4,514+2,033.3% | Added |
| Wealth Dimensions Group, Ltd. | 4,789 | $504.9K | 0.16% | −798−14.3% | Reduced |
| Lodestone Wealth Management LLC | 4,789 | $504.9K | 0.29% | +4,789 | New |
| Whitener Capital Management, Inc. | 4,783 | $504.3K | 0.18% | 00.0% | Unchanged |
| Howe & Rusling Inc | 4,764 | $502.3K | 0.05% | +550+13.1% | Added |
| Tradition Wealth Management, LLC | 4,757 | $502.0K | 0.05% | −244−4.9% | Reduced |
| Apella Capital, LLC | 4,882 | $500.8K | 0.03% | −9−0.2% | Reduced |
| Jump Financial, LLC | 4,741 | $499.8K | 0.02% | +294+6.6% | Added |
| Verity Asset Management, Inc. | 4,728 | $498.5K | 0.32% | +70+1.5% | Added |
| Buffington Mohr McNeal | 4,715 | $497.1K | 0.10% | 00.0% | Unchanged |
| Wendell David Associates Inc | 4,703 | $496.0K | 0.05% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 4,687 | $494.1K | 0.31% | −981−17.3% | Reduced |
| Worth Financial Advisory Group, LLC | 4,682 | $493.6K | 0.39% | +405+9.5% | Added |
| Cinctive Capital Management LP | 4,677 | $493.1K | 0.03% | −5,771−55.2% | Reduced |
| Anchor Capital Advisors LLC | 4,675 | $492.9K | 0.01% | +1,200+34.5% | Added |
| Roof Eidam & Maycock | 4,667 | $492.0K | 0.15% | 00.0% | Unchanged |
| Fundamentun, LLC | 4,664 | $491.7K | 0.06% | −347−6.9% | Reduced |
| TFB Advisors LLC | 4,660 | $491.3K | 0.25% | −584−11.1% | Reduced |
| Channel Wealth LLC | 4,654 | $490.7K | 0.23% | +4,654 | New |
| Campion Asset Management LLC | 4,650 | $490.3K | 0.42% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4,641 | $490.0K | 0.07% | −1,167−20.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 4,622 | $487.3K | 0.05% | −7,134−60.7% | Reduced |
| Occidental Asset Management, LLC | 4,622 | $487.3K | 0.10% | +5+0.1% | Added |
| Consolidated Portfolio Review Corp | 4,612 | $486.3K | 0.11% | −229−4.7% | Reduced |
| Drake & Associates, LLC | 4,604 | $485.4K | 0.20% | +1,661+56.4% | Added |
| Beta Wealth Group, Inc. | 4,603 | $485.2K | 0.25% | +20.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 4,552 | $485.0K | 0.04% | 00.0% | Unchanged |
| American Planning Services, Inc. | 4,600 | $485.0K | 0.37% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 4,598 | $484.8K | 0.47% | 00.0% | Unchanged |
| State of Wyoming | 4,597 | $484.7K | 0.09% | +3,678+400.2% | Added |
| Alan B. Lancz & Associates, Inc. | 4,594 | $484.3K | 0.51% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 4,589 | $483.8K | 0.17% | +265+6.1% | Added |
| Per Stirling Capital Management, LLC. | 4,587 | $483.6K | 0.09% | +3+0.1% | Added |
| Sunpointe, LLC | 4,586 | $483.5K | 0.61% | +4,586 | New |
| Strategic Blueprint, LLC | 4,572 | $482.1K | 0.04% | +495+12.1% | Added |
| Security Financial Services, INC. | 4,544 | $479.0K | 0.12% | +234+5.4% | Added |
| Relyea Zuckerberg Hanson LLC | 4,541 | $478.8K | 0.09% | +1,046+29.9% | Added |
| Fielder Capital Group LLC | 4,535 | $478.1K | 0.29% | +4,535 | New |
| KPP Advisory Services LLC | 4,535 | $478.1K | 0.42% | −446−9.0% | Reduced |
| Evanson Asset Management, LLC | 4,513 | $475.8K | 0.04% | +205+4.8% | Added |
| Cardiff Park Advisors, LLC | 4,496 | $474.1K | 0.05% | 00.0% | Unchanged |
| Mendel Money Management | 4,495 | $473.9K | 0.23% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 4,490 | $473.4K | 0.08% | +3+0.1% | Added |
| Frisch Financial Group, Inc. | 4,490 | $473.0K | 0.18% | +8+0.2% | Added |
| Mirabella Financial Services LLP | 4,486 | $472.9K | 0.07% | +1,482+49.3% | Added |
| Burton Enright Welch | 4,485 | $472.9K | 0.13% | +243+5.7% | Added |
| Virtue Capital Management, LLC | 4,604 | $472.7K | 0.10% | −4,046−46.8% | Reduced |
| Ethos Financial Group, LLC | 4,474 | $472.0K | 0.10% | +591+15.2% | Added |
| Hara Capital LLC | 4,475 | $471.8K | 0.33% | +4,475 | New |
| Thrive Capital Management, LLC | 4,458 | $470.0K | 0.25% | +595+15.4% | Added |
| Vivid Wealth Management, LLC | 4,453 | $469.5K | 0.32% | +4,453 | New |
| Ironwood Financial, llc | 4,433 | $467.4K | 0.11% | −51−1.1% | Reduced |
| Shepherd Financial Partners LLC | 4,431 | $467.2K | 0.07% | +51+1.2% | Added |
| Elk River Wealth Management, LLC | 4,426 | $466.6K | 0.09% | 00.0% | Unchanged |
| Ballast, Inc. | 4,422 | $466.2K | 0.16% | 00.0% | Unchanged |