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 | 3,508 | $177.8B |
| Q4 2025 | 3,780 | $242.8B |
| Q3 2025 | 3,833 | $348.7B |
| Q2 2025 | 3,631 | $271.4B |
| Q1 2025 | 3,260 | $171.9B |
| Q4 2024 | 3,357 | $204.5B |
| Q3 2024 | 3,078 | $206.6B |
| Q2 2024 | 2,927 | $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 |
|---|---|---|---|---|---|
| Procyon Private Wealth Partners, LLC | 70,446 | $7.43M | 0.63% | +2,333+3.4% | Added |
| Clearstead Advisors, LLC | 70,391 | $7.42M | 0.39% | +2,902+4.3% | Added |
| KMG Fiduciary Partners, LLC | 70,254 | $7.41M | 0.86% | +4,672+7.1% | Added |
| Hourglass Capital, LLC | 70,089 | $7.39M | 2.38% | −156−0.2% | Reduced |
| JBF Capital, Inc. | 70,000 | $7.38M | 1.44% | +70,000 | New |
| Honeycomb Asset Management LP | 70,000 | $7.38M | 1.79% | +70,000 | New |
| DCM Advisors, LLC | 69,877 | $7.37M | 2.64% | −392−0.6% | Reduced |
| Nomura Holdings Inc | 69,842 | $7.36M | 0.07% | −15,744−18.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 69,262 | $7.35M | 3.32% | +8,027+13.1% | Added |
| Gifford Fong Associates | 69,000 | $7.28M | 1.55% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 69,000 | $7.27M | 0.67% | −3,873−5.3% | Reduced |
| Courier Capital LLC | 68,672 | $7.24M | 0.55% | −801−1.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 68,463 | $7.22M | 0.23% | −3,403−4.7% | Reduced |
| First Personal Financial Services | 68,311 | $7.20M | 1.75% | −1,592−2.3% | Reduced |
| Concentric Wealth Management, LLC | 68,069 | $7.18M | 2.08% | +1,842+2.8% | Added |
| Evercore Wealth Management, LLC | 67,909 | $7.16M | 0.12% | −3,522−4.9% | Reduced |
| Principle Wealth Partners LLC | 67,752 | $7.14M | 0.61% | −135−0.2% | Reduced |
| Parcion Private Wealth LLC | 67,602 | $7.13M | 0.65% | +813+1.2% | Added |
| Mount Yale Investment Advisors, LLC | 67,412 | $7.11M | 0.68% | +56,453+515.1% | Added |
| First National Trust Co | 67,302 | $7.10M | 0.31% | −2,872−4.1% | Reduced |
| Quantinno Capital Management LP | 67,268 | $7.09M | 0.25% | +23,165+52.5% | Added |
| WCG Wealth Advisors LLC | 67,210 | $7.09M | 0.52% | +2,085+3.2% | Added |
| Atalanta Sosnoff Capital, LLC | 66,736 | $7.04M | 0.18% | −40,631−37.8% | Reduced |
| Dorchester Wealth Management Co | 66,685 | $7.03M | 1.30% | −360−0.5% | Reduced |
| Harvey Capital Management Inc | 66,610 | $7.02M | 2.33% | +30,415+84.0% | Added |
| Abbrea Capital, LLC | 66,372 | $7.00M | 1.01% | −125−0.2% | Reduced |
| Capital Investment Advisors, LLC | 66,178 | $6.98M | 0.17% | −1,548−2.3% | Reduced |
| Thompson Investment Management, Inc. | 66,052 | $6.96M | 1.12% | −2,718−4.0% | Reduced |
| Smith Shellnut Wilson LLC | 65,825 | $6.94M | 3.98% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 65,580 | $6.91M | 0.78% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 65,122 | $6.87M | 3.03% | −3,638−5.3% | Reduced |
| Smithfield Trust Co | 65,098 | $6.86M | 0.39% | −235−0.4% | Reduced |
| Mutual Advisors, LLC | 64,784 | $6.83M | 0.24% | +2,661+4.3% | Added |
| Metropolitan Life Insurance Co | 64,673 | $6.82M | 0.32% | −461−0.7% | Reduced |
| Investment House LLC | 64,636 | $6.81M | 0.48% | −217−0.3% | Reduced |
| Union Heritage Capital, LLC | 64,500 | $6.80M | 3.53% | 00.0% | Unchanged |
| Savant Capital, LLC | 64,461 | $6.80M | 0.09% | +333+0.5% | Added |
| Webster Bank, N. A. | 64,360 | $6.79M | 0.83% | −456−0.7% | Reduced |
| Advisors Asset Management, Inc. | 64,347 | $6.78M | 0.14% | +15,714+32.3% | Added |
| Coldstream Capital Management Inc | 64,072 | $6.76M | 0.19% | +603+1.0% | Added |
| HTLF Bank | 63,977 | $6.75M | 0.80% | +63,977 | New |
| Spring Capital Management, LLC | 63,880 | $6.73M | 5.28% | +1,565+2.5% | Added |
| We Are One Seven, LLC | 63,133 | $6.66M | 0.39% | +19,713+45.4% | Added |
| Wetherby Asset Management Inc | 62,843 | $6.63M | 0.35% | −815−1.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 62,819 | $6.62M | 0.40% | +202+0.3% | Added |
| Apollon Wealth Management, LLC | 62,733 | $6.61M | 0.23% | +32,684+108.8% | Added |
| Griffin Asset Management, Inc. | 62,404 | $6.58M | 0.83% | +10.0% | Added |
| Mitchell Sinkler & Starr | 62,048 | $6.54M | 1.19% | +7,255+13.2% | Added |
| Wesbanco Bank Inc | 61,894 | $6.53M | 0.37% | −54,470−46.8% | Reduced |
| Ariel Investments, LLC | 61,510 | $6.48M | 0.06% | +3,051+5.2% | Added |
| Ingalls & Snyder LLC | 61,428 | $6.48M | 0.29% | +465+0.8% | Added |
| Lountzis Asset Management, LLC | 61,011 | $6.43M | 3.51% | −524−0.9% | Reduced |
| Laffer Tengler Investments | 60,991 | $6.43M | 1.71% | +1,618+2.7% | Added |
| Sierra Summit Advisors LLC | 60,607 | $6.39M | 1.86% | +60,607 | New |
| Cna Financial Corp | 60,000 | $6.33M | 4.16% | −42,500−41.5% | Reduced |
| Loews Corp | 60,000 | $6.33M | 0.06% | −42,500−41.5% | Reduced |
| Aureus Asset Management, LLC | 59,888 | $6.31M | 0.46% | −612−1.0% | Reduced |
| Capital International Inc | 59,652 | $6.29M | 0.10% | +38,218+178.3% | Added |
| Wolverine Asset Management LLC | 59,106 | $6.23M | 0.10% | +30,536+106.9% | Added |
| iA Global Asset Management Inc. | 58,918 | $6.21M | 0.14% | −25,539−30.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 58,679 | $6.19M | 0.73% | +56,097+2,172.6% | Added |
| Perkins Coie Trust Co | 58,671 | $6.19M | 1.56% | −1,261−2.1% | Reduced |
| Pinnacle Financial Partners Inc | 58,159 | $6.13M | 0.15% | +3,803+7.0% | Added |
| Pacific Global Investment Management CO | 57,487 | $6.06M | 1.24% | −585−1.0% | Reduced |
| Stolper Co | 57,265 | $6.04M | 2.43% | +263+0.5% | Added |
| Borer Denton & Associates, Inc. | 57,114 | $6.02M | 2.30% | +100+0.2% | Added |
| Guardian Capital Advisors LP | 57,330 | $6.00M | 0.63% | −8,518−12.9% | Reduced |
| Parallel Advisors, LLC | 56,837 | $5.99M | 0.18% | +3,126+5.8% | Added |
| Integrated Wealth Concepts LLC | 56,817 | $5.99M | 0.10% | −2,123−3.6% | Reduced |
| NBT Bank N A | 56,801 | $5.99M | 0.47% | +3,319+6.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 56,604 | $5.97M | 0.42% | +257+0.5% | Added |
| Man Group plc | 56,167 | $5.92M | 0.02% | – | – |
| Welch Group, LLC | 55,838 | $5.89M | 0.32% | +1,212+2.2% | Added |
| Cannell Peter B & Co Inc | 55,775 | $5.88M | 0.19% | +200+0.4% | Added |
| Schnieders Capital Management LLC | 55,774 | $5.88M | 1.30% | −8,895−13.8% | Reduced |
| Empowered Funds, LLC | 55,599 | $5.86M | 0.15% | +7,331+15.2% | Added |
| Norinchukin Bank, The | 55,163 | $5.82M | 0.14% | −3,885−6.6% | Reduced |
| CAPROCK Group, Inc. | 55,139 | $5.81M | 0.37% | −5,063−8.4% | Reduced |
| Gillespie Robinson & Grimm Inc | 55,069 | $5.81M | 0.52% | +1,096+2.0% | Added |
| NJ State Employees Deferred Compensation Plan | 55,000 | $5.80M | 0.80% | 00.0% | Unchanged |
| Arrow Financial Corp | 54,820 | $5.78M | 0.60% | −7,491−12.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 54,326 | $5.73M | 0.71% | +14,484+36.4% | Added |
| Cowen and Company, LLC | 53,863 | $5.68M | 0.37% | +53,863 | New |
| Atlantic Union Bankshares Corp | 53,621 | $5.65M | 0.52% | −1,700−3.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 53,233 | $5.61M | 0.47% | +2,293+4.5% | Added |
| SevenBridge Financial Group, LLC | 53,150 | $5.60M | 1.32% | +703+1.3% | Added |
| Roanoke Asset Management Corp | 53,146 | $5.60M | 2.08% | −72−0.1% | Reduced |
| Great Valley Advisor Group, Inc. | 53,028 | $5.59M | 0.20% | +9,291+21.2% | Added |
| Wedbush Securities Inc | 52,732 | $5.56M | 0.25% | +3,769+7.7% | Added |
| Romano Brothers and Company | 52,655 | $5.55M | 0.83% | −977−1.8% | Reduced |
| Banque Cantonale Vaudoise | 52,544 | $5.54M | 0.24% | −12,229−18.9% | Reduced |
| EagleClaw Capital Managment, LLC | 52,387 | $5.52M | 1.15% | +175+0.3% | Added |
| Oliver Luxxe Assets LLC | 52,378 | $5.52M | 1.30% | +252+0.5% | Added |
| Headinvest, LLC | 52,376 | $5.52M | 1.15% | −248−0.5% | Reduced |
| Simmons Bank | 51,587 | $5.44M | 0.44% | −2,044−3.8% | Reduced |
| Addison Capital Co | 51,445 | $5.42M | 3.37% | +7,106+16.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 51,382 | $5.42M | 1.43% | +542+1.1% | Added |
| First Hawaiian Bank | 51,312 | $5.41M | 0.17% | −9,162−15.2% | Reduced |
| GPM Growth Investors, Inc. | 51,130 | $5.39M | 2.54% | +1,352+2.7% | Added |
| Naples Global Advisors, LLC | 51,090 | $5.39M | 0.59% | +1,507+3.0% | Added |