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
- 2,700
- +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 | 3,537 | $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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 50,957 | $5.37M | 0.14% | −1,509−2.9% | Reduced |
| Harbour Trust & Investment Management Co | 50,458 | $5.32M | 0.75% | +50,458 | New |
| Kovack Advisors, Inc. | 50,358 | $5.31M | 0.63% | +360+0.7% | Added |
| Adell Harriman & Carpenter Inc | 50,344 | $5.31M | 0.49% | +2,492+5.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 50,291 | $5.30M | 0.14% | +601+1.2% | Added |
| EP Wealth Advisors, LLC | 50,224 | $5.30M | 0.07% | −1,286−2.5% | Reduced |
| CenterBook Partners LP | 50,182 | $5.29M | 0.65% | +30,624+156.6% | Added |
| Bernzott Capital Advisors | 50,130 | $5.29M | 2.06% | −773−1.5% | Reduced |
| Scion Asset Management, LLC | 50,000 | $5.27M | 5.57% | +50,000 | New |
| Highland Capital Management, LLC | 49,951 | $5.27M | 0.33% | −2,610−5.0% | Reduced |
| Nicholas Company, Inc. | 49,670 | $5.24M | 0.09% | +17,835+56.0% | Added |
| Bellwether Advisors, LLC | 49,349 | $5.20M | 1.28% | +49,349 | New |
| Maxi Investments CY Ltd | 49,114 | $5.18M | 1.46% | +49,114 | New |
| 1st Source Bank | 49,090 | $5.18M | 0.31% | −1,037−2.1% | Reduced |
| Federated Hermes, Inc. | 48,925 | $5.16M | 0.01% | +2,620+5.7% | Added |
| Jefferies Financial Group Inc. | 48,844 | $5.15M | 0.08% | +5,344+12.3% | Added |
| Adams Diversified Equity Fund, Inc. | 48,800 | $5.14M | 0.20% | −60,600−55.4% | Reduced |
| Illinois Municipal Retirement Fund | 48,631 | $5.13M | 0.09% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 48,414 | $5.10M | 0.29% | +4,211+9.5% | Added |
| Edge Capital Group, LLC | 48,270 | $5.09M | 0.28% | +1,321+2.8% | Added |
| Fairfield, Bush & Co. | 48,266 | $5.09M | 2.98% | −4,138−7.9% | Reduced |
| Telos Capital Management, Inc. | 48,074 | $5.07M | 0.62% | +2,943+6.5% | Added |
| Colonial Trust Co | 47,876 | $5.05M | 1.05% | +562+1.2% | Added |
| Holderness Investments Co | 47,875 | $5.05M | 1.39% | +16,279+51.5% | Added |
| Resources Management Corp | 47,712 | $5.03M | 0.75% | −301−0.6% | Reduced |
| Compagnie Lombard Odier SCmA | 47,521 | $5.01M | 0.09% | +41,410+677.6% | Added |
| QV Investors Inc. | 47,245 | $4.98M | 0.45% | −1,300−2.7% | Reduced |
| Hayek Kallen Investment Management | 47,205 | $4.98M | 2.08% | −775−1.6% | Reduced |
| Jones Financial Companies LLLP | 47,200 | $4.98M | 0.01% | −2,585−5.2% | Reduced |
| Telemus Capital, LLC | 47,195 | $4.98M | 0.41% | −1,782−3.6% | Reduced |
| Bill Few Associates, Inc. | 47,002 | $4.96M | 2.26% | +995+2.2% | Added |
| First Citizens Bank & Trust Co | 46,826 | $4.94M | 0.09% | −1,109−2.3% | Reduced |
| Te Ahumairangi Investment Management Ltd | 46,762 | $4.93M | 0.93% | −19,100−29.0% | Reduced |
| Roffman Miller Associates Inc | 46,510 | $4.90M | 0.35% | +38,198+459.6% | Added |
| Fiduciary Group LLC | 46,465 | $4.90M | 0.57% | −115−0.2% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 46,400 | $4.89M | 3.34% | −2,000−4.1% | Reduced |
| Castleark Management LLC | 46,040 | $4.85M | 0.22% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 45,973 | $4.85M | 1.78% | −1,908−4.0% | Reduced |
| Nations Financial Group Inc, | 45,842 | $4.83M | 0.45% | +366+0.8% | Added |
| Coastline Trust Co | 45,800 | $4.83M | 0.64% | −50−0.1% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 45,758 | $4.82M | 0.12% | +45,758 | New |
| AXS Investments LLC | 45,644 | $4.81M | 1.16% | −7,299−13.8% | Reduced |
| Lee Danner & Bass Inc | 45,619 | $4.81M | 0.41% | −525−1.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 44,933 | $4.77M | 0.08% | −1,622−3.5% | Reduced |
| Bartlett & Co. LLC | 44,933 | $4.77M | 0.08% | −1,622−3.5% | Reduced |
| Connectus Wealth, LLC | 45,137 | $4.76M | 0.10% | −13,122−22.5% | Reduced |
| Providence Capital Advisors, LLC | 44,900 | $4.73M | 1.14% | +1,400+3.2% | Added |
| Teamwork Financial Advisors, LLC | 44,815 | $4.72M | 0.81% | +44,815 | New |
| Beddow Capital Management Inc | 44,752 | $4.72M | 2.20% | +465+1.0% | Added |
| Empirical Finance, LLC | 44,410 | $4.68M | 0.33% | +1,005+2.3% | Added |
| Live Oak Private Wealth LLC | 44,384 | $4.68M | 0.88% | +44,384 | New |
| Lockheed Martin Investment Management Co | 43,210 | $4.68M | 0.33% | −2,800−6.1% | Reduced |
| Concurrent Investment Advisors, LLC | 44,267 | $4.67M | 0.22% | +44,267 | New |
| DCF Advisers, LLC | 44,000 | $4.64M | 3.14% | +1,500+3.5% | Added |
| Lincoln National Corp | 43,911 | $4.63M | 0.08% | +2,557+6.2% | Added |
| Sepio Capital, LP | 43,829 | $4.62M | 0.39% | −11,791−21.2% | Reduced |
| Wright Investors Service Inc | 43,768 | $4.61M | 1.30% | −2,172−4.7% | Reduced |
| Pring Turner Capital Group Inc | 43,758 | $4.61M | 3.53% | +23+0.1% | Added |
| Country Club Bank | 43,149 | $4.58M | 0.35% | +1,135+2.7% | Added |
| Sawtooth Solutions, LLC | 43,410 | $4.58M | 0.13% | −47−0.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 43,390 | $4.57M | 0.21% | −15,098−25.8% | Reduced |
| Cetera Advisors LLC | 43,336 | $4.57M | 0.06% | +2,598+6.4% | Added |
| Epoch Investment Partners, Inc. | 43,187 | $4.55M | 0.02% | +2,997+7.5% | Added |
| Squarepoint Ops LLC | 43,053 | $4.54M | 0.02% | +319+0.7% | Added |
| PEAK6 Investments LLC | 42,658 | $4.50M | 0.19% | −27,963−39.6% | Reduced |
| Roberts Wealth Advisors, LLC | 14,254 | $4.48M | 0.73% | +105+0.7% | Added |
| SG Americas Securities, LLC | 42,472 | $4.48M | 0.05% | −75,326−63.9% | Reduced |
| Cambridge Trust Co | 42,241 | $4.45M | 0.19% | −704−1.6% | Reduced |
| Choate Investment Advisors | 42,203 | $4.45M | 0.14% | +15,133+55.9% | Added |
| Veriti Management LLC | 41,992 | $4.43M | 0.40% | +3,150+8.1% | Added |
| SS&H Financial Advisors, Inc. | 41,924 | $4.42M | 1.87% | +1,615+4.0% | Added |
| AMG National Trust Bank | 41,584 | $4.38M | 0.14% | −485−1.2% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 41,514 | $4.38M | 0.90% | −355−0.8% | Reduced |
| Princeton Global Asset Management LLC | 41,326 | $4.36M | 1.10% | +24,393+144.1% | Added |
| Capital Investment Counsel, Inc | 41,216 | $4.35M | 0.76% | +1,100+2.7% | Added |
| Institutional & Family Asset Management, LLC | 41,135 | $4.34M | 0.72% | −166−0.4% | Reduced |
| Itau Unibanco Holding S.A. | 41,103 | $4.33M | 0.14% | +21,691+111.7% | Added |
| Ostrum Asset Management | 41,050 | $4.33M | 0.38% | +818+2.0% | Added |
| Buckingham Strategic Wealth, LLC | 40,758 | $4.30M | 0.05% | −6,067−13.0% | Reduced |
| First American Bank | 40,692 | $4.29M | 0.36% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 40,597 | $4.28M | 0.49% | +2,520+6.6% | Added |
| Americana Partners, LLC | 39,570 | $4.25M | 0.40% | +2,495+6.7% | Added |
| Butensky & Cohen Financial Security, Inc | 40,058 | $4.22M | 1.40% | +38+0.1% | Added |
| Tudor Investment Corp Et Al | 40,031 | $4.22M | 0.06% | −14,268−26.3% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 40,000 | $4.22M | 0.49% | +40,000 | New |
| Kepos Capital LP | 40,000 | $4.22M | 1.37% | +40,000 | New |
| Westpac Banking Corp | 39,909 | $4.21M | 0.35% | −7,923−16.6% | Reduced |
| Stephens Inc | 39,839 | $4.20M | 0.07% | +467+1.2% | Added |
| Capital City Trust Co | 39,745 | $4.19M | 1.25% | −457−1.1% | Reduced |
| Linscomb & Williams, Inc. | 39,694 | $4.18M | 0.23% | −766−1.9% | Reduced |
| Nicollet Investment Management, Inc. | 39,682 | $4.18M | 1.71% | −531−1.3% | Reduced |
| Thematics Asset Management | 39,603 | $4.18M | 0.18% | −1,493−3.6% | Reduced |
| AustralianSuper Pty Ltd | 39,534 | $4.17M | 0.03% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 39,492 | $4.16M | 0.13% | +19,044+93.1% | Added |
| Cullen Capital Management LLC | 39,303 | $4.14M | 0.06% | −3,589−8.4% | Reduced |
| Horizon Investments, LLC | 39,443 | $4.14M | 0.12% | +8,069+25.7% | Added |
| Chicago Capital, LLC | 39,271 | $4.14M | 0.15% | +21,036+115.4% | Added |
| Moors & Cabot, Inc. | 39,107 | $4.12M | 0.26% | −2,881−6.9% | Reduced |
| Bleakley Financial Group, LLC | 39,086 | $4.12M | 0.13% | −379−1.0% | Reduced |
| Oak Asset Management, LLC | 38,800 | $4.09M | 1.63% | −525−1.3% | Reduced |