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, 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
- 2,819
- +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
- 1,051 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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Oracle Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 4,397 | $552.3K | 0.01% | −4,102−48.3% | Reduced |
| Transatlantique Private Wealth LLC | 4,403 | $553.1K | 0.24% | +1,592+56.6% | Added |
| Stony Point Wealth Management Inc. | 4,407 | $553.6K | 0.24% | 00.0% | Unchanged |
| Wendell David Associates Inc | 4,411 | $554.0K | 0.06% | −292−6.2% | Reduced |
| Birchcreek Wealth Management, LLC | 4,411 | $554.1K | 0.29% | +106+2.5% | Added |
| Ballast, Inc. | 4,422 | $555.4K | 0.18% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 4,422 | $555.4K | 0.19% | +1,087+32.6% | Added |
| Patrick M Sweeney & Associates, Inc | 4,426 | $556.0K | 0.46% | +1,629+58.2% | Added |
| Exchange Capital Management, Inc. | 4,432 | $556.7K | 0.09% | +256+6.1% | Added |
| Burke & Herbert Bank & Trust Co | 4,437 | $557.3K | 0.42% | −972−18.0% | Reduced |
| Shepherd Financial Partners LLC | 4,445 | $558.2K | 0.07% | +14+0.3% | Added |
| JPL Wealth Management, LLC | 4,455 | $559.6K | 0.31% | +210+4.9% | Added |
| Fielder Capital Group LLC | 4,463 | $560.6K | 0.25% | −72−1.6% | Reduced |
| Seaport Global Advisors, LLC | 4,471 | $561.6K | 1.14% | +4,471 | New |
| Cooper Financial Group | 4,472 | $561.8K | 0.09% | −566−11.2% | Reduced |
| Hara Capital LLC | 4,475 | $562.1K | 0.34% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 4,484 | $563.2K | 0.28% | +4,484 | New |
| Burton Enright Welch | 4,485 | $563.4K | 0.14% | 00.0% | Unchanged |
| Ironwood Financial, llc | 4,488 | $563.7K | 0.13% | +55+1.2% | Added |
| Beverly Hills Private Wealth, LLC | 4,489 | $563.8K | 0.13% | +148+3.4% | Added |
| Buckley Wealth Management, LLC | 4,489 | $563.9K | 0.18% | −100−2.2% | Reduced |
| Cardiff Park Advisors, LLC | 4,497 | $564.8K | 0.05% | +10.0% | Added |
| Paloma Partners Management Co | 4,509 | $566.4K | 0.08% | −33,978−88.3% | Reduced |
| Frisch Financial Group, Inc. | 4,520 | $568.0K | 0.19% | +30+0.7% | Added |
| Providence First Trust Co | 4,522 | $568.0K | 0.25% | +4,522 | New |
| JTC Employer Solutions Trusteee Ltd | 4,552 | $570.0K | 0.04% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 4,540 | $570.2K | 0.10% | +4,540 | New |
| Verity Asset Management, Inc. | 4,563 | $573.2K | 0.32% | −165−3.5% | Reduced |
| Evermay Wealth Management LLC | 4,579 | $575.2K | 0.09% | +532+13.1% | Added |
| Mosley Wealth Management | 4,583 | $575.7K | 0.54% | +4,583 | New |
| Per Stirling Capital Management, LLC. | 4,590 | $576.6K | 0.10% | +3+0.1% | Added |
| Childress Capital Advisors, LLC | 4,595 | $577.2K | 0.17% | −421−8.4% | Reduced |
| Guidance Capital, Inc | 4,817 | $577.4K | 0.21% | +576+13.6% | Added |
| Savvy Advisors, Inc. | 4,598 | $577.6K | 0.33% | +2,137+86.8% | Added |
| American Planning Services, Inc. | 4,600 | $577.8K | 0.42% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 5,040 | $578.1K | 0.40% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 4,609 | $578.9K | 0.05% | +831+22.0% | Added |
| LifePro Asset Management | 4,616 | $579.8K | 0.38% | −834−15.3% | Reduced |
| Macroview Investment Management LLC | 4,635 | $582.2K | 0.65% | −2,255−32.7% | Reduced |
| Drake & Associates, LLC | 4,646 | $583.6K | 0.21% | +42+0.9% | Added |
| Campion Asset Management LLC | 4,650 | $584.1K | 0.45% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 4,652 | $584.3K | 0.45% | +4,652 | New |
| Channel Wealth LLC | 4,654 | $584.6K | 0.24% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 4,663 | $585.7K | 0.01% | +696+17.5% | Added |
| Roof Eidam & Maycock | 4,667 | $586.2K | 0.16% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 4,675 | $587.2K | 0.02% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 4,682 | $588.1K | 0.11% | +60+1.3% | Added |
| Granite Group Advisors, LLC | 4,710 | $591.6K | 0.40% | −170−3.5% | Reduced |
| Buffington Mohr McNeal | 4,717 | $592.5K | 0.11% | +20.0% | Added |
| Brass Tax Wealth Management, Inc | 4,718 | $592.6K | 0.31% | +4,718 | New |
| Wealth Dimensions Group, Ltd. | 4,722 | $593.1K | 0.18% | −67−1.4% | Reduced |
| Allegheny Financial Group LTD | 4,727 | $593.8K | 0.18% | −331−6.5% | Reduced |
| Apella Capital, LLC | 4,823 | $594.3K | 0.03% | −59−1.2% | Reduced |
| Tradition Wealth Management, LLC | 4,737 | $595.0K | 0.06% | −20−0.4% | Reduced |
| Lodestone Wealth Management LLC | 4,758 | $597.7K | 0.32% | −31−0.6% | Reduced |
| Security Financial Services, INC. | 4,764 | $598.4K | 0.14% | +220+4.8% | Added |
| Claret Asset Management Corp | 4,769 | $599.0K | 0.10% | −292−5.8% | Reduced |
| Sunpointe, LLC | 4,785 | $601.0K | 0.67% | +199+4.3% | Added |
| Lodestar Private Asset Management LLC | 4,786 | $601.2K | 0.09% | −39−0.8% | Reduced |
| KG&L Capital Management,LLC | 4,789 | $601.5K | 0.24% | −1,319−21.6% | Reduced |
| Lecap Asset Management Ltd | 4,793 | $602.0K | 0.13% | −14,333−74.9% | Reduced |
| Riverbridge Partners LLC | 4,800 | $602.9K | 0.01% | −71−1.5% | Reduced |
| Green Harvest Asset Management LLC | 4,802 | $603.2K | 0.01% | +2,296+91.6% | Added |
| ICA Group Wealth Management, LLC | 4,805 | $603.6K | 0.12% | +903+23.1% | Added |
| Rogco, LP | 4,811 | $604.3K | 0.25% | +2,591+116.7% | Added |
| Vivid Wealth Management, LLC | 4,818 | $605.2K | 0.38% | +365+8.2% | Added |
| Howe & Rusling Inc | 4,825 | $606.1K | 0.06% | +61+1.3% | Added |
| Waterfront Wealth Inc. | 5,200 | $606.3K | 0.17% | +54+1.0% | Added |
| Whitener Capital Management, Inc. | 4,838 | $607.7K | 0.20% | +55+1.1% | Added |
| Fiducient Advisors LLC | 4,845 | $608.6K | 0.12% | −32−0.7% | Reduced |
| Investors Asset Management of Georgia Inc | 4,850 | $609.2K | 0.29% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 4,857 | $610.0K | 0.07% | +799+19.7% | Added |
| Silver Oak Securities, Inc | 4,880 | $613.0K | 0.09% | −415−7.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,884 | $613.5K | 0.11% | +343+7.6% | Added |
| Old Second National Bank of Aurora | 4,910 | $616.7K | 0.16% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 4,911 | $617.0K | 0.07% | −1,075−18.0% | Reduced |
| Boothbay Fund Management, LLC | 4,926 | $618.8K | 0.02% | −30,067−85.9% | Reduced |
| Destination Wealth Management | 4,928 | $619.0K | 0.02% | +67+1.4% | Added |
| Bridgefront Capital, LLC | 4,933 | $619.6K | 0.47% | −15−0.3% | Reduced |
| Goldstone Financial Group, LLC | 4,935 | $619.8K | 0.14% | +3+0.1% | Added |
| Girard Partners Ltd. | 4,949 | $621.7K | 0.06% | +116+2.4% | Added |
| Motco | 4,963 | $623.4K | 0.04% | −75−1.5% | Reduced |
| Garrett Investment Advisors LLC | 4,964 | $623.5K | 0.08% | −110−2.2% | Reduced |
| TFB Advisors LLC | 5,441 | $623.7K | 0.23% | +781+16.8% | Added |
| Warren Street Wealth Advisors, LLC | 4,966 | $623.8K | 0.31% | +4,966 | New |
| Sweet Financial Partners, LLC | 4,969 | $624.2K | 0.14% | −128−2.5% | Reduced |
| Accurate Wealth Management, LLC | 5,434 | $624.3K | 0.18% | +425+8.5% | Added |
| Aire Advisors, LLC | 4,976 | $625.4K | 0.14% | +25+0.5% | Added |
| Orser Capital Management, LLC | 4,980 | $625.5K | 0.61% | −41−0.8% | Reduced |
| Novare Capital Management LLC | 4,988 | $626.5K | 0.06% | −810−14.0% | Reduced |
| 4J Wealth Management LLC | 4,990 | $626.8K | 0.54% | +13+0.3% | Added |
| Stonebridge Financial Planning Group, LLC | 5,000 | $628.0K | 0.33% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 5,015 | $629.9K | 0.11% | +1,563+45.3% | Added |
| First Heartland Consultants, Inc. | 5,059 | $635.0K | 0.07% | −26−0.5% | Reduced |
| Seed Wealth Management, Inc. | 5,062 | $635.2K | 0.61% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 5,058 | $635.3K | 0.10% | −255−4.8% | Reduced |
| Burt Wealth Advisors | 5,070 | $636.8K | 0.16% | +1,914+60.6% | Added |
| Shayne & Co., LLC | 5,071 | $637.0K | 0.17% | −131−2.5% | Reduced |
| Founders Financial Alliance, LLC | 5,080 | $638.1K | 0.19% | +110+2.2% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,083 | $638.5K | 0.08% | +1,644+47.8% | Added |