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; 3,538 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 | 3,538 | $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 | 2,819 | $148.6B |
| Q4 2023 | 2,700 | $124.2B |
| Q3 2023 | 2,535 | $124.0B |
| Q2 2023 | 2,569 | $138.9B |
| Q1 2023 | 2,355 | $107.5B |
| Q4 2022 | 2,303 | $93.7B |
| Q3 2022 | 2,107 | $68.7B |
| Q2 2022 | 2,195 | $78.5B |
| Q1 2022 | 2,270 | $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 |
|---|---|---|---|---|---|
| Wealth Effects LLC | 7,050 | $885.6K | 0.33% | −15−0.2% | Reduced |
| TBH Global Asset Management, LLC | 7,063 | $887.2K | 0.18% | +42+0.6% | Added |
| Intellectus Partners, LLC | 7,065 | $887.5K | 0.23% | −19−0.3% | Reduced |
| Newman Dignan & Sheerar, Inc. | 7,067 | $887.7K | 0.24% | −382−5.1% | Reduced |
| Leisure Capital Management | 7,086 | $890.1K | 0.45% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 7,090 | $890.6K | 0.81% | +5,169+269.1% | Added |
| Douglass Winthrop Advisors, LLC | 7,103 | $892.2K | 0.02% | −7,590−51.7% | Reduced |
| D'Orazio & Associates, Inc. | 7,112 | $893.3K | 0.14% | +414+6.2% | Added |
| BNP Paribas | 7,129 | $893.4K | 0.04% | +7,129 | New |
| Schwerin Boyle Capital Management Inc | 7,124 | $894.8K | 0.09% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 7,145 | $896.1K | 0.01% | +11+0.2% | Added |
| Howard Capital Management Group, LLC | 7,136 | $896.4K | 0.07% | +356+5.3% | Added |
| CFS Investment Advisory Services, LLC | 7,153 | $898.0K | 0.15% | −64−0.9% | Reduced |
| Element Capital Management LLC | 7,155 | $898.7K | 0.59% | +7,155 | New |
| Gryphon Financial Partners LLC | 7,192 | $903.4K | 0.15% | −77−1.1% | Reduced |
| Birch Capital Management, LLC | 7,194 | $903.6K | 0.47% | −440−5.8% | Reduced |
| Cookson Peirce & Co Inc | 7,199 | $904.0K | 0.05% | −550−7.1% | Reduced |
| CVA Family Office, LLC | 7,216 | $906.4K | 0.16% | −435−5.7% | Reduced |
| Advisory Research Inc | 7,219 | $906.8K | 0.18% | −1,088−13.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 7,223 | $907.2K | 0.21% | 00.0% | Unchanged |
| Stableford Capital II LLC | 7,242 | $909.7K | 0.37% | −1,102−13.2% | Reduced |
| LBMC Investment Advisors, LLC | 7,263 | $912.3K | 0.08% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 7,268 | $912.9K | 0.12% | −605−7.7% | Reduced |
| Barton Investment Management | 7,275 | $913.8K | 0.11% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 7,286 | $915.2K | 0.08% | +343+4.9% | Added |
| Silicon Valley Capital Partners | 7,294 | $916.2K | 0.14% | +25+0.3% | Added |
| Bath Savings Trust Co | 7,318 | $919.2K | 0.10% | −167−2.2% | Reduced |
| FSM Wealth Advisors, LLC | 7,324 | $919.9K | 0.33% | +72+1.0% | Added |
| Gsa Capital Partners LLP | 7,324 | $920.0K | 0.07% | +7,324 | New |
| Pointe Capital Management LLC | 7,328 | $920.5K | 0.57% | 00.0% | Unchanged |
| Kirtland Hills Capital Management, LLC | 7,841 | $920.6K | 0.79% | +7,841 | New |
| Gabelli Funds LLC | 7,331 | $920.8K | 0.01% | −496−6.3% | Reduced |
| Traphagen Investment Advisors LLC | 7,337 | $921.6K | 0.10% | +14+0.2% | Added |
| Tranquilli Financial Advisor LLC | 7,370 | $925.7K | 0.62% | −329−4.3% | Reduced |
| Beaton Management Co. Inc. | 7,369 | $926.0K | 0.50% | −2,000−21.3% | Reduced |
| Sigma Investment Counselors Inc | 7,385 | $927.6K | 0.06% | −171−2.3% | Reduced |
| Hilltop Holdings Inc. | 7,387 | $927.9K | 0.10% | −216−2.8% | Reduced |
| Mayflower Financial Advisors, LLC | 7,390 | $928.2K | 0.16% | +29+0.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 7,393 | $928.6K | 0.11% | −365−4.7% | Reduced |
| Gerber, LLC | 7,401 | $929.7K | 0.78% | +10.0% | Added |
| Richard W. Paul & Associates, LLC | 7,419 | $931.9K | 0.37% | −51−0.7% | Reduced |
| Heritage Investment Group, Inc. | 7,422 | $932.0K | 0.19% | +1,309+21.4% | Added |
| MBB Public Markets I LLC | 7,451 | $935.9K | 0.06% | +7,451 | New |
| Landaas & Co | 7,464 | $938.0K | 0.31% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 7,469 | $938.2K | 0.19% | +780+11.7% | Added |
| Northeast Investment Management | 7,472 | $938.6K | 0.05% | −13−0.2% | Reduced |
| Baldwin Investment Management, LLC | 7,478 | $939.3K | 0.13% | −1,260−14.4% | Reduced |
| McMorgan & Co LLC | 7,489 | $940.7K | 0.16% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 7,492 | $941.1K | 0.05% | +1,500+25.0% | Added |
| Paces Ferry Wealth Advisors, LLC | 7,516 | $944.1K | 0.60% | −435−5.5% | Reduced |
| BancorpSouth Bank | 7,539 | $947.0K | 0.07% | −160−2.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,540 | $947.1K | 0.05% | +2,283+43.4% | Added |
| Stevens Capital Management LP | 7,560 | $950.0K | 0.18% | +7,560 | New |
| Hoylecohen, LLC | 7,564 | $950.1K | 0.07% | −75−1.0% | Reduced |
| Emprise Bank | 7,614 | $956.4K | 0.64% | +7,614 | New |
| S.A. Mason LLC | 7,624 | $957.6K | 0.58% | +4+0.1% | Added |
| Ridgecrest Wealth Partners, LLC | 7,664 | $962.7K | 0.57% | 00.0% | Unchanged |
| Plancorp, LLC | 7,669 | $963.3K | 0.04% | +652+9.3% | Added |
| Capital Asset Advisory Services LLC | 7,750 | $967.9K | 0.06% | +236+3.1% | Added |
| JNBA Financial Advisors | 7,721 | $969.8K | 0.10% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7,741 | $972.0K | 0.13% | +34+0.4% | Added |
| Sunbelt Securities, Inc. | 7,758 | $974.5K | 0.11% | +357+4.8% | Added |
| Old Mission Investment Co LLC | 7,775 | $976.6K | 0.32% | +20.0% | Added |
| Moss Adams Wealth Advisors LLC | 7,775 | $976.6K | 0.16% | +3,928+102.1% | Added |
| Focus Financial Network, Inc. | 8,455 | $980.7K | 0.05% | +8,455 | New |
| Vanguard Capital Wealth Advisors | 7,843 | $985.1K | 0.69% | +19+0.2% | Added |
| FRG Family Wealth Advisors LLC | 8,661 | $985.2K | 0.19% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 7,865 | $987.9K | 0.52% | +7,865 | New |
| Zuckerman Investment Group, LLC | 7,877 | $989.4K | 0.11% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 7,889 | $991.0K | 0.18% | +15+0.2% | Added |
| WealthTrust Axiom LLC | 7,911 | $993.7K | 0.32% | +100+1.3% | Added |
| Garde Capital, Inc. | 7,937 | $996.0K | 0.07% | +1,000+14.4% | Added |
| United Bank | 7,935 | $996.7K | 0.12% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 7,938 | $997.1K | 0.11% | −120−1.5% | Reduced |
| Gibbs Wealth Management | 7,982 | $1.00M | 0.58% | +7,982 | New |
| Clal Insurance Enterprises Holdings Ltd | 8,000 | $1.00M | 0.01% | +2,000+33.3% | Added |
| Phillips Wealth Planners LLC | 8,336 | $1.01M | 1.16% | +1,734+26.3% | Added |
| Gray Private Wealth, LLC | 8,014 | $1.01M | 0.66% | +8,014 | New |
| Shell Asset Management Co | 7,141 | $1.01M | 0.05% | +854+13.6% | Added |
| Meritas Wealth Management, LLC | 8,090 | $1.02M | 0.71% | −15−0.2% | Reduced |
| Arkadios Wealth Advisors | 8,094 | $1.02M | 0.08% | +290+3.7% | Added |
| Union Savings Bank | 8,137 | $1.02M | 0.53% | −65−0.8% | Reduced |
| Perritt Capital Management Inc | 8,161 | $1.03M | 0.55% | −28−0.3% | Reduced |
| Montecito Bank & Trust | 8,177 | $1.03M | 0.21% | −340−4.0% | Reduced |
| Alliance Wealth Advisors, LLC | 8,219 | $1.03M | 0.31% | +443+5.7% | Added |
| Morton Capital Management LLC | 8,221 | $1.03M | 0.28% | 00.0% | Unchanged |
| Howland Capital Management LLC | 8,242 | $1.04M | 0.05% | −678−7.6% | Reduced |
| Knuff & Co LLC | 8,252 | $1.04M | 0.35% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 8,255 | $1.04M | 0.28% | −246−2.9% | Reduced |
| Smartleaf Asset Management LLC | 8,304 | $1.04M | 0.20% | +4,157+100.2% | Added |
| Astoria Portfolio Advisors LLC. | 8,689 | $1.04M | 0.40% | +438+5.3% | Added |
| Atlas Capital Advisors LLC | 8,326 | $1.05M | 0.16% | +310+3.9% | Added |
| Regatta Capital Group, LLC | 8,326 | $1.05M | 0.24% | +114+1.4% | Added |
| RW Investment Management LLC | 8,335 | $1.05M | 0.15% | −854−9.3% | Reduced |
| Exane Asset Management | 8,350 | $1.05M | 0.81% | +8,350 | New |
| Cim Investment Mangement Inc | 8,384 | $1.05M | 0.31% | 00.0% | Unchanged |
| Dover Advisors, LLC | 8,394 | $1.05M | 0.72% | +2,264+36.9% | Added |
| Armstrong Advisory Group, Inc | 10,023 | $1.06M | 0.10% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 8,424 | $1.06M | 0.14% | +2,703+47.2% | Added |
| Proffitt & Goodson Inc | 8,429 | $1.06M | 0.19% | −3,869−31.5% | Reduced |