Oracle Corp

ORCL

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001341439

SEC filings (opens in a new tab)

In the last 90 days, Oracle Corp insiders filed 0 open-market purchases and 3 sales; 3,536 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, Q1 2024

Institutional positions in Oracle Corp as of Mar 31, 2024. 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: 2,820; +159 vs. Q4 2023
Shares held: 1.19B; +19.8M (+1.7%) vs. Q4 2023
Total value: $148.6B; +$25.8B (+21.0%) vs. Q4 2023
New holders: 295; 1,087 more added
Sold out: 136; 1,052 more reduced

40 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 2,820 institutions

Value heldQ1 2024: $148.6B

Institutions holding ORCL and their total value by quarter
Quarter	Holders	Value
Q2 2026	3,536	$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, Q1 2024

Shares, value and share of portfolio for each institution holding Oracle Corp; share changes are against Q4 2023.

Institutions holding ORCL in Q1 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Tfo-TDC, LLC	3	$377	0.00%	−3−50.0%	Reduced
WestEnd Advisors, LLC	9	$1.13K	0.00%	00.0%	Unchanged
ClariVest Asset Management LLC	13	$1.63K	0.00%	−121−90.3%	Reduced
PrairieView Partners, LLC	10	$2.00K	0.00%	+10	New
Anfield Capital Management, LLC	16	$2.01K	0.00%	+16	New
Caitlin John, LLC	16	$2.06K	0.00%	−12−42.9%	Reduced
Global Assets Advisory, LLC	259,744	$2.07K	0.09%	+259,744	New
Pacific Capital Wealth Advisors, Inc	18	$2.26K	0.00%	+18	New
Hilltop National Bank	18	$2.26K	0.00%	+18	New
Contravisory Investment Management, Inc.	22	$2.76K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	23	$2.89K	0.00%	+23	New
VitalStone Financial, LLC	20	$3.00K	0.00%	+20	New
JCIC Asset Management Inc.	27	$3.39K	0.00%	00.0%	Unchanged
Orion Capital Management LLC	28	$3.52K	0.00%	−209−88.2%	Reduced
Central Pacific Bank - Trust Division	34	$4.27K	0.00%	+34	New
Kathleen S. Wright Associates Inc.	36	$4.52K	0.00%	+36	New
WealthCollab, LLC	39	$4.90K	0.00%	00.0%	Unchanged
Ulland Investment Advisors, LLC	36	$5.00K	0.00%	−333−90.2%	Reduced
Carolina Wealth Advisors, LLC	40	$5.02K	0.00%	00.0%	Unchanged
Activest Wealth Management	41	$5.15K	0.00%	+41	New
Longfellow Investment Management Co LLC	44	$5.53K	0.00%	00.0%	Unchanged
Marquette Asset Management, LLC	44	$5.53K	0.00%	00.0%	Unchanged
PayPay Securities Corp	46	$5.78K	0.29%	−13−22.0%	Reduced
Granite FO LLC	42	$5.79K	0.00%	+42	New
PFS Partners, LLC	48	$6.03K	0.00%	00.0%	Unchanged
Robinswood Financial LLC	50	$6.27K	0.00%	00.0%	Unchanged
TD Capital Management LLC	50	$6.28K	0.00%	+50	New
Gs Investments, Inc.	50	$6.28K	0.00%	+50	New
Horizons Wealth Management	72	$7.59K	0.00%	00.0%	Unchanged
Fairman Group, LLC	70	$8.79K	0.01%	00.0%	Unchanged
Morgan Dempsey Capital Management LLC	72	$9.04K	0.00%	00.0%	Unchanged
Chesapeake Asset Management LLC	79	$9.92K	0.01%	−250−76.0%	Reduced
Keener Financial Planning LLC	87	$11.0K	0.01%	00.0%	Unchanged
TFC Financial Management	94	$11.8K	0.00%	+8+9.3%	Added
Winch Advisory Services, LLC	97	$12.1K	0.00%	+1+1.0%	Added
Delos Wealth Advisors, LLC	98	$12.3K	0.01%	+98	New
Mizuho Securities Co. Ltd.	100	$12.6K	0.07%	−380−79.2%	Reduced
FSA Wealth Management LLC	100	$12.6K	0.01%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	103	$12.9K	0.00%	−1,022−90.8%	Reduced
Mma Asset Management LLC	103	$12.9K	0.01%	+103	New
Avion Wealth	103	$13.0K	0.00%	+7+7.3%	Added
Cedar Mountain Advisors, LLC	104	$13.0K	0.00%	+1+1.0%	Added
Coston, McIsaac & Partners	113	$14.0K	0.00%	00.0%	Unchanged
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	118	$14.2K	0.01%	+118	New
Stone House Investment Management, LLC	117	$14.7K	0.00%	+88+303.4%	Added
Accordant Advisory Group Inc	125	$15.7K	0.01%	+125	New
Briaud Financial Planning, Inc	125	$16.0K	0.01%	+125	New
Annapolis Financial Services, LLC	140	$17.6K	0.01%	−1,038−88.1%	Reduced
Valued Wealth Advisors LLC	158	$19.8K	0.01%	+51+47.7%	Added
Kelly Lawrence W & Associates Inc	166	$20.9K	0.00%	−600−78.3%	Reduced
XY Capital Ltd	167	$21.0K	0.02%	+167	New
Creative Capital Management Investments LLC	170	$21.4K	0.01%	00.0%	Unchanged
NVWM, LLC	170	$21.4K	0.01%	+20+13.3%	Added
Guardian Wealth Management, Inc.	175	$22.0K	0.02%	+1+0.6%	Added
BFSG, LLC	179	$22.5K	0.00%	−14−7.3%	Reduced
Legend Financial Advisors, Inc.	189	$23.7K	0.02%	+125+195.3%	Added
HighMark Wealth Management LLC	173	$24.3K	0.02%	00.0%	Unchanged
Barrett & Company, Inc.	195	$24.5K	0.01%	00.0%	Unchanged
Nordwand Advisors, LLC	200	$25.1K	0.01%	−89−30.8%	Reduced
NewSquare Capital LLC	200	$25.1K	0.00%	00.0%	Unchanged
Lowe Wealth Advisors, LLC	200	$25.1K	0.01%	00.0%	Unchanged
DAGCO, Inc.	200	$25.1K	0.01%	+200	New
Westend Capital Management, LLC	202	$25.4K	0.01%	+202	New
Pacifica Partners Inc.	206	$26.0K	0.01%	00.0%	Unchanged
Fortis Group Advisors, LLC	213	$26.8K	0.00%	−213−50.0%	Reduced
RE Dickinson Investment Advisors, LLC	232	$29.0K	0.02%	00.0%	Unchanged
Aspect Partners, LLC	235	$29.5K	0.02%	+8+3.5%	Added
Ritter Daniher Financial Advisory LLC	238	$29.9K	0.01%	00.0%	Unchanged
Rocky Mountain Advisers, LLC	252	$31.7K	0.01%	00.0%	Unchanged
Sienna Gestion	258	$32.4K	0.00%	+258	New
Cohen & Steers, Inc.	259	$33.0K	0.00%	−61−19.1%	Reduced
Atlantic Trust, LLC	268	$33.7K	0.01%	00.0%	Unchanged
Breakwater Investment Management	269	$33.8K	0.02%	+269	New
Luken Investment Analytics, LLC	272	$34.2K	0.02%	00.0%	Unchanged
Tidemark, LLC	275	$34.6K	0.02%	+1+0.4%	Added
Frank, Rimerman Advisors LLC	280	$35.2K	0.01%	00.0%	Unchanged
Alaska Permanent Fund Corp	288	$36.2K	0.00%	+288	New
Clear Investment Research, LLC	294	$36.9K	0.05%	−60−16.9%	Reduced
Ogorek Anthony Joseph	298	$37.0K	0.01%	00.0%	Unchanged
MB, Levis & Associates, LLC	301	$37.8K	0.02%	+1+0.3%	Added
Koesten, Hirschmann & Crabtree, INC.	304	$38.2K	0.02%	+304	New
Highlander Capital Management, LLC	312	$39.2K	0.01%	00.0%	Unchanged
Redmont Wealth Advisors LLC	319	$40.1K	0.06%	+319	New
Investment Research & Advisory Group, Inc.	323	$40.6K	0.02%	00.0%	Unchanged
Cornerstone Planning Group LLC	352	$40.7K	0.01%	−23−6.1%	Reduced
Financial Synergies Wealth Advisors, Inc.	328	$41.1K	0.01%	+162+97.6%	Added
Mowery & Schoenfeld Wealth Management, LLC	332	$41.7K	0.08%	00.0%	Unchanged
Cape Investment Advisory, Inc.	359	$45.1K	0.02%	−508−58.6%	Reduced
Sofos Investments, Inc.	388	$45.4K	0.01%	+222+133.7%	Added
First PREMIER Bank	370	$46.0K	0.01%	00.0%	Unchanged
Evolution Advisers, Inc.	380	$48.0K	0.03%	00.0%	Unchanged
Clear Point Advisors Inc.	389	$48.9K	0.04%	+1+0.3%	Added
Dunhill Financial, LLC	396	$49.8K	0.04%	+18+4.8%	Added
Accent Capital Management, LLC	400	$50.2K	0.04%	00.0%	Unchanged
Evergreen Private Wealth LLC	409	$51.4K	0.03%	00.0%	Unchanged
Fortitude Family Office, LLC	416	$52.3K	0.04%	−225−35.1%	Reduced
First Pacific Financial	421	$52.9K	0.01%	+30+7.7%	Added
Future Financial Wealth Managment LLC	425	$53.4K	0.04%	+425	New
Legacy Bridge, LLC	430	$54.0K	0.03%	00.0%	Unchanged
Vima LLC	582	$54.1K	0.06%	+42+7.8%	Added