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; 3,537 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 |
|---|---|---|---|---|---|
| Bokf, NA | 102,830 | $10.8M | 0.21% | +649+0.6% | Added |
| Modera Wealth Management, LLC | 102,469 | $10.8M | 0.18% | −1,963−1.9% | Reduced |
| Wolverine Trading, LLC | 102,128 | $10.8M | 0.08% | +99,428+3,682.5% | Added |
| Gotham Asset Management, LLC | 101,565 | $10.7M | 0.20% | −35,984−26.2% | Reduced |
| Congress Wealth Management LLC | 101,381 | $10.7M | 0.20% | −9,824−8.8% | Reduced |
| Colonial Trust Advisors | 100,809 | $10.6M | 1.13% | −1,622−1.6% | Reduced |
| Parus Finance (UK) Ltd | 100,654 | $10.6M | 5.52% | +21,602+27.3% | Added |
| Securian Asset Management, Inc | 100,625 | $10.6M | 0.30% | −12,347−10.9% | Reduced |
| Boston Common Asset Management, LLC | 100,211 | $10.6M | 0.24% | −39,420−28.2% | Reduced |
| Walleye Trading LLC | 100,150 | $10.6M | 0.16% | −55,252−35.6% | Reduced |
| Grassi Investment Management | 100,145 | $10.6M | 1.11% | +550+0.6% | Added |
| Snowden Capital Advisors LLC | 99,121 | $10.5M | 0.40% | +21,362+27.5% | Added |
| Lido Advisors, LLC | 98,435 | $10.4M | 0.10% | +10,880+12.4% | Added |
| Invesco, LLC | 98,249 | $10.4M | 4.81% | −229−0.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 98,090 | $10.3M | 0.17% | −3,481−3.4% | Reduced |
| D.A. Davidson & Co. | 97,951 | $10.3M | 0.10% | +921+0.9% | Added |
| North Star Investment Management Corp. | 97,869 | $10.3M | 0.79% | −1,722−1.7% | Reduced |
| Argent Trust Co | 97,792 | $10.3M | 0.51% | +1,133+1.2% | Added |
| GHP Investment Advisors, Inc. | 97,543 | $10.3M | 0.56% | +1,032+1.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 96,196 | $10.1M | 0.04% | +19,352+25.2% | Added |
| Louisiana State Employees Retirement System | 96,100 | $10.1M | 0.21% | −1,400−1.4% | Reduced |
| Pioneer Trust Bank N A | 96,090 | $10.1M | 3.02% | +3,645+3.9% | Added |
| Alps Advisors Inc | 96,085 | $10.1M | 0.08% | −477−0.5% | Reduced |
| Haverford Financial Services, Inc. | 95,548 | $10.1M | 3.02% | +2,630+2.8% | Added |
| Davy Global Fund Management Ltd | 95,381 | $10.1M | 1.18% | +62,286+188.2% | Added |
| Freestone Capital Holdings, LLC | 95,297 | $10.0M | 0.45% | −1,038−1.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 94,566 | $9.97M | 0.18% | +94,566 | New |
| Congress Asset Management Co | 94,158 | $9.93M | 0.08% | −19,644−17.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 93,348 | $9.84M | 0.20% | +68,020+268.6% | Added |
| Lincluden Management Ltd | 93,105 | $9.82M | 1.19% | −762−0.8% | Reduced |
| Dakota Wealth Management | 92,919 | $9.80M | 0.38% | +33,274+55.8% | Added |
| Stratos Wealth Partners, LTD. | 92,625 | $9.77M | 0.18% | −3,770−3.9% | Reduced |
| Toth Financial Advisory Corp | 92,315 | $9.73M | 1.32% | +1,174+1.3% | Added |
| Stonegate Investment Group, LLC | 91,767 | $9.68M | 0.32% | −190−0.2% | Reduced |
| German American Bancorp, Inc. | 91,359 | $9.63M | 1.27% | +1,370+1.5% | Added |
| United Services Automobile Association | 90,729 | $9.57M | 0.21% | −82,236−47.5% | Reduced |
| Hantz Financial Services, Inc. | 90,693 | $9.56M | 0.21% | +20,770+29.7% | Added |
| 9258 Wealth Management, LLC | 90,285 | $9.52M | 1.67% | +560+0.6% | Added |
| Candriam Luxembourg S.C.A. | 90,051 | $9.49M | 0.07% | −1,936−2.1% | Reduced |
| First Trust Investment Solutions L.P. | 90,011 | $9.49M | 1.98% | +90,011 | New |
| Cullinan Associates Inc | 89,784 | $9.47M | 0.53% | +9,429+11.7% | Added |
| Federation des caisses Desjardins du Quebec | 89,768 | $9.46M | 0.09% | +21,008+30.6% | Added |
| Daymark Wealth Partners, LLC | 89,626 | $9.45M | 0.58% | +2,608+3.0% | Added |
| Metis Global Partners, LLC | 89,412 | $9.43M | 0.38% | +11,986+15.5% | Added |
| Evergreen Capital Management LLC | 89,331 | $9.42M | 0.38% | −6,386−6.7% | Reduced |
| Chartwell Investment Partners, LLC | 89,286 | $9.41M | 0.33% | +16,081+22.0% | Added |
| GTS Securities LLC | 89,117 | $9.40M | 0.20% | +4,848+5.8% | Added |
| Aristotle Atlantic Partners, LLC | 88,993 | $9.38M | 0.33% | +46,051+107.2% | Added |
| Flputnam Investment Management Co | 88,854 | $9.37M | 0.22% | +26,258+41.9% | Added |
| Bell Asset Management Ltd | 87,386 | $9.21M | 1.41% | +23,823+37.5% | Added |
| Groupama Asset Managment | 86,909 | $9.17M | 0.24% | +86,909 | New |
| Camden National Bank | 86,332 | $9.10M | 1.69% | −1,810−2.1% | Reduced |
| Stonebridge Capital Management Inc | 85,371 | $9.00M | 4.39% | −575−0.7% | Reduced |
| Kestra Private Wealth Services, LLC | 85,230 | $8.99M | 0.23% | +14,710+20.9% | Added |
| Matthew Goff Investment Advisor, LLC | 85,055 | $8.96M | 1.99% | −1,387−1.6% | Reduced |
| Long Road Investment Counsel, LLC | 80,040 | $8.94M | 3.71% | +4,100+5.4% | Added |
| Ritholtz Wealth Management | 83,951 | $8.85M | 0.34% | −3,486−4.0% | Reduced |
| Two Point Capital Management, Inc. | 83,913 | $8.85M | 4.04% | +8,301+11.0% | Added |
| Shelter Mutual Insurance Co | 82,710 | $8.72M | 2.41% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 81,891 | $8.70M | 1.97% | +81,891 | New |
| Advisory Services Network, LLC | 82,510 | $8.70M | 0.21% | +3,881+4.9% | Added |
| South Dakota Investment Council | 82,017 | $8.65M | 0.18% | −2,500−3.0% | Reduced |
| WealthBridge Investment Counsel Inc. | 81,985 | $8.64M | 3.46% | +600+0.7% | Added |
| Heritage Trust Co | 81,789 | $8.62M | 1.21% | −511−0.6% | Reduced |
| Culbertson A N & Co Inc | 81,558 | $8.60M | 1.60% | −2,196−2.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 81,382 | $8.58M | 0.29% | +3,166+4.0% | Added |
| Mechanics Bank Trust Department | 81,234 | $8.56M | 1.34% | −15,592−16.1% | Reduced |
| Cohen Capital Management, Inc. | 80,283 | $8.46M | 1.61% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 80,090 | $8.44M | 0.32% | 00.0% | Unchanged |
| Leuthold Group, LLC | 79,727 | $8.41M | 1.05% | −53−0.1% | Reduced |
| Bailard, Inc. | 79,636 | $8.40M | 0.25% | +52,106+189.3% | Added |
| Quadrant Private Wealth Management, LLC | 79,513 | $8.38M | 2.32% | +98+0.1% | Added |
| Mission Wealth Management, LP | 79,413 | $8.37M | 0.28% | +7,121+9.9% | Added |
| Meeder Asset Management Inc | 79,362 | $8.37M | 0.65% | +76,042+2,290.4% | Added |
| Rothschild Investment LLC | 79,231 | $8.35M | 0.70% | +79,231 | New |
| Neumann Capital Management, LLC | 79,099 | $8.34M | 3.31% | −670−0.8% | Reduced |
| Eisler Capital (UK) Ltd. | 78,899 | $8.32M | 0.76% | −349,374−81.6% | Reduced |
| Sander Capital Advisors Inc | 78,855 | $8.31M | 4.25% | +29,986+61.4% | Added |
| Andra AP-fonden | 78,670 | $8.29M | 0.44% | −9,500−10.8% | Reduced |
| Eagle Capital Management LLC | 78,494 | $8.28M | 0.04% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 78,300 | $8.26M | 0.02% | −788,359−91.0% | Reduced |
| Sandy Spring Bank | 78,049 | $8.23M | 0.41% | +1,107+1.4% | Added |
| Northwest Investment Counselors, LLC | 78,005 | $8.22M | 2.20% | −674−0.9% | Reduced |
| Channing Capital Management, LLC | 77,800 | $8.20M | 0.24% | +27,580+54.9% | Added |
| Everence Capital Management Inc | 77,282 | $8.15M | 0.58% | +16,000+26.1% | Added |
| CTC LLC | 77,153 | $8.13M | 0.08% | −96,136−55.5% | Reduced |
| Valeo Financial Advisors, LLC | 77,106 | $8.13M | 0.33% | +161+0.2% | Added |
| Grant/GrossMendelsohn, LLC | 70,184 | $8.05M | 3.33% | +1,264+1.8% | Added |
| YHB Investment Advisors, Inc. | 76,272 | $8.04M | 0.78% | −7,373−8.8% | Reduced |
| Easterly Investment Partners LLC | 75,314 | $7.94M | 0.85% | +8,367+12.5% | Added |
| Siemens Fonds Invest GmbH | 74,101 | $7.81M | 0.64% | +2,426+3.4% | Added |
| Guggenheim Capital LLC | 73,829 | $7.78M | 0.06% | +13,592+22.6% | Added |
| Greenleaf Trust | 72,858 | $7.68M | 0.08% | +200.0% | Added |
| Cohen Klingenstein LLC | 72,700 | $7.66M | 0.31% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 72,566 | $7.65M | 0.10% | +2,815+4.0% | Added |
| Brighton Jones LLC | 72,398 | $7.63M | 0.32% | −123−0.2% | Reduced |
| Credit Agricole S A | 71,175 | $7.50M | 0.16% | +26,195+58.2% | Added |
| Pallas Capital Advisors LLC | 70,761 | $7.46M | 0.40% | +2,596+3.8% | Added |
| Texas Yale Capital Corp. | 70,665 | $7.45M | 0.35% | +352+0.5% | Added |
| Canandaigua National Bank & Trust Co | 70,463 | $7.43M | 1.15% | −901−1.3% | Reduced |