Oracle Corp
ORCL- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001341439
In the last 90 days, Oracle Corp insiders filed 0 open-market purchases and 3 sales; 3,537 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
- 2,701
- +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
- 945 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 | 3,537 | $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 | 2,820 | $148.6B |
| Q4 2023 | 2,701 | $124.2B |
| Q3 2023 | 2,536 | $124.0B |
| Q2 2023 | 2,570 | $138.9B |
| Q1 2023 | 2,356 | $107.5B |
| Q4 2022 | 2,304 | $93.7B |
| Q3 2022 | 2,108 | $68.7B |
| Q2 2022 | 2,196 | $78.5B |
| Q1 2022 | 2,271 | $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 |
|---|---|---|---|---|---|
| Johnson Investment Counsel Inc | 154,404 | $16.3M | 0.19% | +96+0.1% | Added |
| Kestra Advisory Services, LLC | 153,530 | $16.2M | 0.13% | +24,964+19.4% | Added |
| Assenagon Asset Management S.A. | 152,567 | $16.1M | 0.05% | −536,677−77.9% | Reduced |
| Shelton Capital Management | 152,413 | $16.1M | 0.51% | +67,966+80.5% | Added |
| Fiduciary Trust Co | 152,132 | $16.0M | 0.27% | −1,011−0.7% | Reduced |
| Jensen Investment Management Inc | 152,060 | $16.0M | 0.12% | −5,200−3.3% | Reduced |
| Simplex Trading, LLC | 151,474 | $16.0M | 0.50% | −151,917−50.1% | Reduced |
| Wesleyan Assurance Society | 150,569 | $15.9M | 1.57% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 150,518 | $15.9M | 0.49% | −1,805−1.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 150,309 | $15.8M | 0.21% | +24,593+19.6% | Added |
| Daiwa Securities Group Inc. | 149,630 | $15.8M | 0.10% | −2,943−1.9% | Reduced |
| Carmignac Gestion | 149,150 | $15.7M | 0.26% | −131,564−46.9% | Reduced |
| F&V Capital Management, LLC | 147,895 | $15.6M | 5.00% | +4,055+2.8% | Added |
| Payden & Rygel | 146,290 | $15.4M | 1.12% | 00.0% | Unchanged |
| Whittier Trust Co | 145,056 | $15.3M | 0.25% | −2,025−1.4% | Reduced |
| Banco Santander, S.A. | 144,735 | $15.3M | 0.18% | −17,247−10.6% | Reduced |
| Prana Capital Management, LP | 144,693 | $15.3M | 0.90% | +133,917+1,242.7% | Added |
| Elo Mutual Pension Insurance Co | 143,498 | $15.1M | 0.41% | +7,194+5.3% | Added |
| Sequoia Financial Advisors, LLC | 142,874 | $15.1M | 0.19% | +98,744+223.8% | Added |
| Baker Avenue Asset Management, LP | 142,728 | $15.0M | 0.66% | +27,626+24.0% | Added |
| Tocqueville Asset Management L.P. | 142,093 | $15.0M | 0.27% | −1,210−0.8% | Reduced |
| MAI Capital Management | 141,944 | $15.0M | 0.20% | −1,200−0.8% | Reduced |
| Lighthouse Investment Partners, LLC | 141,858 | $15.0M | 1.09% | +15,541+12.3% | Added |
| LGT Group Foundation | 140,187 | $14.9M | 0.33% | +54,288+63.2% | Added |
| HB Wealth Management, LLC | 141,119 | $14.9M | 0.21% | +797+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 140,770 | $14.8M | 0.02% | +18,434+15.1% | Added |
| South State Corp. | 140,037 | $14.8M | 1.26% | +7,864+5.9% | Added |
| TownSquare Capital, LLC | 139,134 | $14.7M | 0.25% | −48,607−25.9% | Reduced |
| Synovus Financial Corp | 138,536 | $14.6M | 0.21% | +2,917+2.2% | Added |
| Gulf International Bank (UK) Ltd | 138,271 | $14.6M | 0.41% | −10,273−6.9% | Reduced |
| Winslow Asset Management Inc | 138,241 | $14.6M | 2.96% | −74−0.1% | Reduced |
| Cetera Investment Advisers | 137,987 | $14.5M | 0.12% | +25,807+23.0% | Added |
| Boston Private Wealth LLC | 137,013 | $14.4M | 0.35% | −28,472−17.2% | Reduced |
| Stonebridge Capital Advisors LLC | 136,933 | $14.4M | 1.45% | +2,785+2.1% | Added |
| Brinker Capital Investments, LLC | 137,531 | $14.4M | 0.17% | −1,086−0.8% | Reduced |
| Orion Portfolio Solutions, LLC | 137,531 | $14.4M | 0.17% | −1,086−0.8% | Reduced |
| St Germain D J Co Inc | 135,394 | $14.3M | 0.74% | +2,158+1.6% | Added |
| Stanley Capital Management, LLC | 134,800 | $14.2M | 3.50% | +18,000+15.4% | Added |
| LMCG Investments, LLC | 132,054 | $13.9M | 0.86% | +1,691+1.3% | Added |
| QRG Capital Management, Inc. | 132,021 | $13.9M | 0.21% | +2,029+1.6% | Added |
| AlTi Global, Inc. | 130,865 | $13.8M | 0.42% | +130,865 | New |
| Vestor Capital, LLC | 130,275 | $13.7M | 1.31% | +31,368+31.7% | Added |
| Foster & Motley Inc | 129,793 | $13.7M | 1.02% | −6,208−4.6% | Reduced |
| FineMark National Bank & Trust | 127,147 | $13.4M | 0.55% | +10,192+8.7% | Added |
| Kentucky Retirement Systems | 127,124 | $13.4M | 0.42% | +920+0.7% | Added |
| Factory Mutual Insurance Co | 126,690 | $13.4M | 0.17% | −45,000−26.2% | Reduced |
| Tredje AP-fonden | 125,968 | $13.3M | 0.17% | −17,490−12.2% | Reduced |
| Fort Pitt Capital Group, LLC | 125,695 | $13.3M | 0.43% | +6,599+5.5% | Added |
| Peak Asset Management, LLC | 125,299 | $13.2M | 2.91% | −2,298−1.8% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 124,776 | $13.2M | 6.70% | −1,674−1.3% | Reduced |
| Sawgrass Asset Management LLC | 124,626 | $13.1M | 1.48% | −4,153−3.2% | Reduced |
| Ethic Inc. | 124,279 | $13.1M | 0.39% | +6,948+5.9% | Added |
| Cutler Group LP | 123,010 | $13.0M | 1.80% | +59,397+93.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 122,405 | $12.9M | 1.16% | −3,411−2.7% | Reduced |
| Connors Investor Services Inc | 122,345 | $12.9M | 1.45% | +9,251+8.2% | Added |
| Citizens Financial Group Inc | 121,803 | $12.8M | 0.44% | +3,976+3.4% | Added |
| Welch & Forbes LLC | 121,557 | $12.8M | 0.19% | −4,422−3.5% | Reduced |
| Fayez Sarofim & Co | 109,814 | $12.8M | 0.04% | +1,325+1.2% | Added |
| Varma Mutual Pension Insurance Co | 120,704 | $12.7M | 0.14% | +28,704+31.2% | Added |
| Achmea Investment Management B.V. | 120,311 | $12.7M | 0.26% | −1,057−0.9% | Reduced |
| Maryland State Retirement & Pension System | 120,115 | $12.7M | 0.26% | +2,996+2.6% | Added |
| Bizma Investimentos Ltda | 120,000 | $12.7M | 8.06% | 00.0% | Unchanged |
| Raub Brock Capital Management LP | 119,909 | $12.6M | 2.65% | +119,909 | New |
| Burney Co | 119,599 | $12.6M | 0.53% | −1,054−0.9% | Reduced |
| Woodstock Corp | 119,100 | $12.6M | 1.45% | −1,650−1.4% | Reduced |
| Van Hulzen Asset Management, LLC | 118,478 | $12.5M | 0.88% | +41,087+53.1% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 63,963 | $12.5M | 0.17% | +63,963 | New |
| Ieq Capital, LLC | 116,859 | $12.3M | 0.20% | +20,624+21.4% | Added |
| Commerzbank Aktiengesellschaft | 116,209 | $12.3M | 0.49% | +13,842+13.5% | Added |
| Pzena Investment Management LLC | 115,138 | $12.1M | 0.05% | −547,480−82.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 114,710 | $12.1M | 0.10% | +61,932+117.3% | Added |
| First Western Trust Bank | 114,544 | $12.1M | 0.60% | +202+0.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 114,379 | $12.1M | 1.15% | +1,622+1.4% | Added |
| Ledyard National Bank | 114,146 | $12.0M | 1.24% | −359−0.3% | Reduced |
| Prudential PLC | 113,953 | $12.0M | 0.13% | +13,724+13.7% | Added |
| Private Advisor Group, LLC | 113,897 | $12.0M | 0.09% | +10,370+10.0% | Added |
| First American Trust, FSB | 112,903 | $11.9M | 1.47% | +4,822+4.5% | Added |
| Punch & Associates Investment Management, Inc. | 112,280 | $11.8M | 0.69% | +548+0.5% | Added |
| Parsons Capital Management Inc | 112,223 | $11.8M | 0.84% | +7,666+7.3% | Added |
| Marco Investment Management LLC | 111,745 | $11.8M | 1.21% | +15,188+15.7% | Added |
| ProVise Management Group, LLC | 109,645 | $11.6M | 0.98% | +1,926+1.8% | Added |
| Prime Capital Investment Advisors, LLC | 109,270 | $11.5M | 0.17% | +52,313+91.8% | Added |
| Carret Asset Management, LLC | 108,945 | $11.5M | 1.46% | +10.0% | Added |
| SP Asset Management LLC | 108,943 | $11.5M | 1.18% | −680−0.6% | Reduced |
| Cornerstone Advisors, LLC | 108,500 | $11.4M | 0.50% | −11,000−9.2% | Reduced |
| Foundry Partners, LLC | 107,089 | $11.3M | 0.68% | −11,715−9.9% | Reduced |
| Hartford Investment Management Co | 107,043 | $11.3M | 0.42% | −940−0.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 106,566 | $11.2M | 0.16% | +310+0.3% | Added |
| Hendershot Investments Inc. | 106,448 | $11.2M | 1.73% | −68,489−39.2% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 106,353 | $11.2M | 2.48% | −3,964−3.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 106,266 | $11.2M | 0.41% | +106,266 | New |
| Calamos Wealth Management LLC | 105,050 | $11.1M | 0.70% | +94+0.1% | Added |
| Umb Bank N A | 105,032 | $11.1M | 0.16% | −1,600−1.5% | Reduced |
| Worldquant Millennium Advisors LLC | 104,888 | $11.1M | 0.15% | +12,905+14.0% | Added |
| Richard C. Young & CO., LTD. | 104,480 | $11.0M | 1.48% | +4,816+4.8% | Added |
| Dana Investment Advisors, Inc. | 104,176 | $11.0M | 0.53% | −15,157−12.7% | Reduced |
| Thrivent Financial for Lutherans | 103,571 | $10.9M | 0.02% | −13,434−11.5% | Reduced |
| Cumberland Partners Ltd | 102,992 | $10.9M | 1.00% | −38,290−27.1% | Reduced |
| CSM Advisors, LLC | 102,914 | $10.8M | 0.78% | −2,105−2.0% | Reduced |
| Trust Co of Toledo NA | 102,874 | $10.8M | 1.87% | +1,068+1.0% | Added |