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 |
|---|---|---|---|---|---|
| McAdam, LLC | 5,992 | $752.6K | 0.05% | −13,969−70.0% | Reduced |
| Zega Financial, LLC | 5,993 | $752.8K | 0.33% | +626+11.7% | Added |
| Optas, LLC | 6,032 | $757.7K | 0.21% | +7+0.1% | Added |
| Perennial Investment Advisors, LLC | 6,042 | $758.9K | 0.12% | +537+9.8% | Added |
| Bordeaux Wealth Advisors LLC | 6,048 | $759.7K | 0.25% | +268+4.6% | Added |
| Main Street Financial Solutions, LLC | 6,048 | $759.7K | 0.08% | +235+4.0% | Added |
| MCF Advisors LLC | 6,054 | $760.5K | 0.06% | −87−1.4% | Reduced |
| Davidson Investment Advisors | 6,065 | $761.8K | 0.04% | −1,175−16.2% | Reduced |
| Norris Perne & French LLP | 6,065 | $761.8K | 0.05% | +821+15.7% | Added |
| Naviter Wealth, LLC | 6,077 | $763.3K | 0.12% | +6,077 | New |
| Northstar Group, Inc. | 6,082 | $764.0K | 0.15% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 6,090 | $764.9K | 0.03% | +338+5.9% | Added |
| Stockman Wealth Management, Inc. | 6,100 | $766.2K | 0.14% | −29−0.5% | Reduced |
| Hollencrest Capital Management | 6,106 | $767.0K | 0.04% | −3,650−37.4% | Reduced |
| Fox Run Management, L.L.C. | 6,116 | $768.2K | 0.17% | +6,116 | New |
| Capital Markets Trading UK LLP | 6,123 | $769.0K | 0.56% | −3,682−37.6% | Reduced |
| Avalon Trust Co | 6,136 | $770.7K | 0.06% | +400+7.0% | Added |
| Clarkston Capital Partners, LLC | 6,143 | $771.6K | 0.01% | −358−5.5% | Reduced |
| Magnolia Capital Advisors LLC | 6,739 | $774.2K | 0.65% | +518+8.3% | Added |
| Apeiron RIA LLC | 6,166 | $774.5K | 0.22% | −3,962−39.1% | Reduced |
| Blueshift Asset Management, LLC | 6,178 | $776.0K | 0.40% | −2,613−29.7% | Reduced |
| CSS LLC | 6,179 | $776.1K | 0.06% | +6,179 | New |
| Western Wealth Management, LLC | 6,179 | $776.2K | 0.06% | −88−1.4% | Reduced |
| Act Two Investors LLC | 6,244 | $784.3K | 0.16% | +1,094+21.2% | Added |
| Altrius Capital Management Inc | 6,247 | $784.7K | 0.20% | −47−0.7% | Reduced |
| Integrated Investment Consultants, LLC | 6,250 | $785.1K | 0.22% | +992+18.9% | Added |
| Johnson Financial Group, Inc. | 6,254 | $785.6K | 0.04% | −1,048−14.4% | Reduced |
| Bridgewater Associates, LP | 6,269 | $787.4K | 0.00% | +2,435+63.5% | Added |
| Drive Wealth Management, LLC | 6,289 | $790.0K | 0.22% | +255+4.2% | Added |
| Cidel Asset Management Inc | 6,306 | $792.1K | 0.06% | −302−4.6% | Reduced |
| Sand Hill Global Advisors, LLC | 6,336 | $795.8K | 0.04% | −612−8.8% | Reduced |
| Columbia Asset Management | 7,550 | $796.0K | 0.16% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 6,341 | $796.5K | 0.12% | −40−0.6% | Reduced |
| Fca Corp | 6,346 | $797.1K | 0.26% | +6+0.1% | Added |
| Greenwood Gearhart Inc | 6,352 | $797.9K | 0.08% | −10.0% | Reduced |
| United Community Bank | 6,382 | $801.6K | 0.31% | +104+1.7% | Added |
| Affinity Investment Advisors, LLC | 6,388 | $802.4K | 0.59% | −3,407−34.8% | Reduced |
| Richwood Investment Advisors, LLC | 6,391 | $802.8K | 0.71% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 6,390 | $803.0K | 0.08% | +540+9.2% | Added |
| FWL Investment Management, LLC | 6,410 | $805.2K | 0.44% | +1,020+18.9% | Added |
| American Capital Advisory, LLC | 8,666 | $805.2K | 0.70% | +882+11.3% | Added |
| TRUE Private Wealth Advisors | 6,414 | $805.7K | 0.09% | +395+6.6% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,416 | $806.0K | 0.23% | −800−11.1% | Reduced |
| Ridgewood Investments LLC | 6,418 | $806.1K | 0.43% | +148+2.4% | Added |
| RAM Investment Partners, LLC | 6,451 | $810.3K | 0.25% | +741+13.0% | Added |
| Davidson Trust Co | 6,475 | $813.3K | 0.47% | −115−1.7% | Reduced |
| Vivaldi Capital Management, LLC | 6,972 | $813.4K | 0.24% | −12,264−63.8% | Reduced |
| Centerpoint Advisors, LLC | 6,484 | $814.0K | 0.30% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6,481 | $814.1K | 0.08% | +133+2.1% | Added |
| RB Capital Management, LLC | 6,499 | $816.4K | 0.22% | +113+1.8% | Added |
| Davis Investment Partners, LLC | 6,716 | $817.7K | 0.36% | +8+0.1% | Added |
| Key Financial Inc | 6,520 | $819.0K | 0.21% | −396−5.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,529 | $820.0K | 0.08% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 6,529 | $820.1K | 0.10% | +9+0.1% | Added |
| Aviance Capital Partners, LLC | 6,537 | $821.1K | 0.12% | +1,215+22.8% | Added |
| Fukoku Mutual Life Insurance Co | 6,546 | $822.2K | 0.06% | −7,723−54.1% | Reduced |
| Radnor Capital Management, LLC | 6,573 | $826.0K | 0.14% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 6,580 | $826.5K | 0.18% | −31−0.5% | Reduced |
| National Philanthropic Trust | 6,587 | $827.4K | 0.02% | −2,330−26.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 6,597 | $828.6K | 0.04% | −2,951−30.9% | Reduced |
| Essex Savings Bank | 7,861 | $828.8K | 0.24% | 00.0% | Unchanged |
| Rbo & Co LLC | 6,600 | $829.0K | 0.14% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 6,615 | $830.9K | 0.10% | −296−4.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 6,630 | $832.8K | 0.14% | +180+2.8% | Added |
| Northstar Asset Management LLC | 6,636 | $833.5K | 0.21% | −2,000−23.2% | Reduced |
| BTC Capital Management, Inc. | 6,645 | $834.7K | 0.08% | +6,645 | New |
| Ellevest, Inc. | 6,664 | $837.1K | 0.05% | +159+2.4% | Added |
| Crewe Advisors LLC | 6,670 | $837.8K | 0.10% | +6,670 | New |
| Hamilton Capital, LLC | 6,690 | $840.3K | 0.06% | −68−1.0% | Reduced |
| Premier Path Wealth Partners, LLC | 6,701 | $841.7K | 0.16% | +9+0.1% | Added |
| Guardian Wealth Advisors, LLC | 6,734 | $845.9K | 0.10% | +224+3.4% | Added |
| Sycomore Asset Management | 7,535 | $847.0K | 0.19% | −29,911−79.9% | Reduced |
| First National Bank & Trust Co of Newtown | 6,750 | $847.9K | 0.17% | −90−1.3% | Reduced |
| Cedar Brook Financial Partners, LLC | 6,756 | $848.6K | 0.17% | −46−0.7% | Reduced |
| Appleton Partners Inc | 6,763 | $850.0K | 0.07% | −2,505−27.0% | Reduced |
| CNB Bank | 6,767 | $850.0K | 0.41% | 00.0% | Unchanged |
| Norwood Financial Corp | 6,775 | $851.0K | 1.23% | 00.0% | Unchanged |
| Lee Financial Co | 6,788 | $852.6K | 0.14% | −34−0.5% | Reduced |
| Legacy Capital Group California, Inc. | 6,829 | $857.8K | 0.32% | +80+1.2% | Added |
| Dogwood Wealth Management LLC | 6,854 | $860.9K | 0.58% | +514+8.1% | Added |
| Landmark Wealth Management, LLC | 6,866 | $862.0K | 0.40% | −109−1.6% | Reduced |
| Prescott Group Capital Management, L.L.C. | 6,862 | $862.0K | 0.14% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 6,879 | $864.1K | 0.31% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 6,883 | $864.6K | 0.20% | −264−3.7% | Reduced |
| Forte Capital LLC | 6,896 | $866.2K | 0.11% | +30.0% | Added |
| Plotkin Financial Advisors, LLC | 6,897 | $866.3K | 0.57% | −164−2.3% | Reduced |
| American National Bank | 6,900 | $866.7K | 0.11% | −1,885−21.5% | Reduced |
| Zhang Financial LLC | 6,922 | $869.4K | 0.06% | −2,970−30.0% | Reduced |
| Berger Financial Group, Inc | 6,933 | $870.8K | 0.07% | −322−4.4% | Reduced |
| Laraway Financial Inc | 6,934 | $871.0K | 0.77% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 6,932 | $871.0K | 0.17% | +1,311+23.3% | Added |
| Consolidated Planning Corp | 6,943 | $872.1K | 0.15% | +400+6.1% | Added |
| ABN AMRO Bank N.V. | 6,963 | $874.1K | 0.01% | −3,200−31.5% | Reduced |
| Sabal Trust CO | 6,973 | $875.9K | 0.05% | −15−0.2% | Reduced |
| Ethos Financial Group, LLC | 6,976 | $876.0K | 0.17% | +2,502+55.9% | Added |
| ClearAlpha Technologies LP | 6,990 | $878.0K | 0.38% | +1,118+19.0% | Added |
| TrinityPoint Wealth, LLC | 7,004 | $879.7K | 0.15% | +84+1.2% | Added |
| Parthenon LLC | 7,018 | $881.5K | 0.11% | +2,115+43.1% | Added |
| Monument Capital Management | 7,033 | $883.4K | 0.25% | −519−6.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 7,044 | $884.7K | 0.08% | 00.0% | Unchanged |