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 |
|---|---|---|---|---|---|
| Aspire Private Capital, LLC | 10,076 | $1.27M | 0.33% | +1,026+11.3% | Added |
| Winthrop Capital Management, LLC | 10,091 | $1.27M | 0.58% | −306−2.9% | Reduced |
| Symmetry Partners, LLC | 10,116 | $1.27M | 0.10% | 00.0% | Unchanged |
| Accredited Investors Inc. | 10,130 | $1.27M | 0.08% | −3,206−24.0% | Reduced |
| CBOE Vest Financial, LLC | 10,133 | $1.27M | 0.03% | +7,400+270.8% | Added |
| Cavalier Investments, LLC | 10,141 | $1.27M | 0.46% | +560+5.8% | Added |
| Heritage Wealth Advisors | 10,151 | $1.28M | 0.06% | −6,735−39.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 10,155 | $1.28M | 0.31% | 00.0% | Unchanged |
| Camden Capital, LLC | 10,183 | $1.28M | 0.11% | +1,980+24.1% | Added |
| FSB Premier Wealth Management, Inc. | 10,251 | $1.29M | 0.60% | +875+9.3% | Added |
| Sky Investment Group LLC | 10,270 | $1.29M | 0.25% | +210+2.1% | Added |
| Avidian Wealth Solutions, LLC | 10,286 | $1.29M | 0.07% | +1,770+20.8% | Added |
| Certus Wealth Management, LLC | 11,161 | $1.29M | 1.03% | 00.0% | Unchanged |
| Everpar Advisors LLC | 10,293 | $1.29M | 0.79% | +824+8.7% | Added |
| Boston Research & Management Inc | 10,319 | $1.30M | 0.32% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 10,319 | $1.30M | 0.11% | 00.0% | Unchanged |
| Benin Management CORP | 10,323 | $1.30M | 0.41% | +48+0.5% | Added |
| Aletheian Wealth Advisors LLC | 10,323 | $1.30M | 0.70% | +10,323 | New |
| United Bank | 10,327 | $1.30M | 0.66% | +1,351+15.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 10,330 | $1.30M | 0.19% | +447+4.5% | Added |
| Northern Oak Wealth Management Inc | 10,335 | $1.30M | 0.15% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 10,346 | $1.30M | 0.07% | −14,441−58.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 10,365 | $1.30M | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 10,377 | $1.30M | 0.33% | −55−0.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 10,378 | $1.30M | 0.06% | −184−1.7% | Reduced |
| Level Four Advisory Services, LLC | 12,383 | $1.31M | 0.07% | 00.0% | Unchanged |
| Tevis Investment Management | 10,440 | $1.31M | 1.12% | −125−1.2% | Reduced |
| Assetmark, Inc | 10,450 | $1.31M | 0.00% | +787+8.1% | Added |
| Austin Private Wealth, LLC | 10,435 | $1.32M | 0.15% | −2,910−21.8% | Reduced |
| Ifrah Financial Services, Inc. | 10,496 | $1.32M | 0.37% | −3,161−23.1% | Reduced |
| Operose Advisors LLC | 10,523 | $1.32M | 0.45% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 10,523 | $1.32M | 0.37% | +10.0% | Added |
| Cozad Asset Management Inc | 10,535 | $1.32M | 0.14% | 00.0% | Unchanged |
| Miller Investment Management, LP | 10,543 | $1.32M | 0.17% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 10,559 | $1.33M | 0.26% | +1,507+16.6% | Added |
| BSW Wealth Partners | 10,632 | $1.34M | 0.23% | +754+7.6% | Added |
| Steward Partners Investment Solutions, LLC | 10,633 | $1.34M | 0.22% | −410−3.7% | Reduced |
| KRS Capital Management, LLC | 10,642 | $1.34M | 1.08% | +17+0.2% | Added |
| Avestar Capital, LLC | 10,650 | $1.34M | 0.15% | +1,799+20.3% | Added |
| Mechanics Financial Corp | 10,698 | $1.34M | 0.70% | +3,340+45.4% | Added |
| Bank of Stockton | 10,700 | $1.34M | 0.41% | +305+2.9% | Added |
| InterOcean Capital Group, LLC | 10,747 | $1.35M | 0.03% | −2,488−18.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 10,841 | $1.36M | 0.49% | −758−6.5% | Reduced |
| Geller Advisors LLC | 10,884 | $1.37M | 0.11% | +1,121+11.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 10,886 | $1.37M | 0.15% | −461−4.1% | Reduced |
| Bogart Wealth, LLC | 10,899 | $1.37M | 0.07% | −46−0.4% | Reduced |
| Kathmere Capital Management, LLC | 10,906 | $1.37M | 0.16% | −355−3.2% | Reduced |
| Fidelis Capital Partners, LLC | 10,955 | $1.38M | 0.21% | +1,832+20.1% | Added |
| TCG Advisory Services, LLC | 10,962 | $1.38M | 0.08% | +2,756+33.6% | Added |
| Keudell/Morrison Wealth Management | 10,971 | $1.38M | 0.42% | +124+1.1% | Added |
| Independence Bank of Kentucky | 10,979 | $1.38M | 0.41% | −1,261−10.3% | Reduced |
| Auxano Advisors, LLC | 10,986 | $1.38M | 0.40% | +756+7.4% | Added |
| Visionary Wealth Advisors | 11,000 | $1.38M | 0.09% | +61+0.6% | Added |
| Penobscot Investment Management Company, Inc. | 11,001 | $1.38M | 0.15% | −137−1.2% | Reduced |
| Cubic Asset Management, LLC | 11,025 | $1.38M | 0.33% | 00.0% | Unchanged |
| Emfo, LLC | 11,044 | $1.39M | 1.27% | −1,500−12.0% | Reduced |
| Boyd Wealth Management, LLC | 11,052 | $1.39M | 0.79% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 11,116 | $1.40M | 0.07% | +6,439+137.7% | Added |
| Pinnacle West Asset Management, Inc. | 11,145 | $1.40M | 1.11% | −300−2.6% | Reduced |
| Beaumont Financial Advisors, LLC | 11,155 | $1.40M | 0.12% | −82−0.7% | Reduced |
| Klingman & Associates, LLC | 11,198 | $1.41M | 0.10% | −10.0% | Reduced |
| Conning Inc. | 11,199 | $1.41M | 0.05% | −240−2.1% | Reduced |
| Kiley Juergens Wealth Management, LLC | 11,207 | $1.41M | 0.44% | −457−3.9% | Reduced |
| Grandfield & Dodd, LLC | 11,209 | $1.41M | 0.09% | +9+0.1% | Added |
| Sender Co & Partners, Inc. | 11,210 | $1.41M | 2.42% | +11,210 | New |
| River & Mercantile Asset Management LLP | 11,235 | $1.41M | 0.35% | −11,500−50.6% | Reduced |
| First Foundation Advisors | 11,240 | $1.41M | 0.06% | −102−0.9% | Reduced |
| Atlas Brown,Inc. | 11,245 | $1.41M | 0.51% | +10+0.1% | Added |
| EverSource Wealth Advisors, LLC | 12,430 | $1.41M | 0.11% | +506+4.2% | Added |
| Leonteq Securities AG | 11,263 | $1.41M | 0.19% | +1,841+19.5% | Added |
| Pure Financial Advisors, Inc. | 11,298 | $1.42M | 0.04% | +1,170+11.6% | Added |
| GYL Financial Synergies, LLC | 11,357 | $1.43M | 0.11% | +79+0.7% | Added |
| Roberts Glore & Co Inc | 11,469 | $1.44M | 0.43% | −254−2.2% | Reduced |
| ASB Consultores, LLC | 11,475 | $1.44M | 0.37% | +11,475 | New |
| Empire Financial Management Company, LLC | 11,533 | $1.45M | 0.48% | +5,546+92.6% | Added |
| Pecaut & Co. | 11,542 | $1.45M | 0.54% | +11,542 | New |
| Tompkins Financial Corp | 11,547 | $1.45M | 0.16% | +9+0.1% | Added |
| Clark Capital Management Group, Inc. | 11,578 | $1.45M | 0.01% | −1,744−13.1% | Reduced |
| Flagship Harbor Advisors, LLC | 11,585 | $1.46M | 0.09% | +30.0% | Added |
| Curbstone Financial Management Corp | 11,650 | $1.46M | 0.32% | −350−2.9% | Reduced |
| Connecticut Wealth Management, LLC | 11,682 | $1.47M | 0.08% | +30.0% | Added |
| Fagan Associates, Inc. | 11,686 | $1.47M | 0.28% | +3,220+38.0% | Added |
| Pine Haven Investment Counsel, Inc | 11,705 | $1.47M | 1.29% | −20−0.2% | Reduced |
| HF Advisory Group, LLC | 11,706 | $1.47M | 0.82% | +3,152+36.8% | Added |
| Bowen Hanes & Co Inc | 11,713 | $1.47M | 0.04% | +3,648+45.2% | Added |
| Entropy Technologies, LP | 11,722 | $1.47M | 0.16% | +2,283+24.2% | Added |
| Summit Trail Advisors, LLC | 11,742 | $1.47M | 0.04% | +981+9.1% | Added |
| Founders Financial Securities LLC | 11,768 | $1.48M | 0.16% | +1,210+11.5% | Added |
| Central Bank & Trust Co | 11,780 | $1.48M | 0.21% | −285−2.4% | Reduced |
| Oxford Wealth Group, LLC | 11,929 | $1.50M | 1.36% | +11,929 | New |
| Harvest Fund Management Co., Ltd | 11,955 | $1.50M | 0.13% | +3,751+45.7% | Added |
| Nebula Research & Development LLC | 12,005 | $1.51M | 0.32% | +12,005 | New |
| Graypoint LLC | 12,039 | $1.51M | 0.11% | +1,314+12.3% | Added |
| Tempus Wealth Planning, LLC | 12,054 | $1.51M | 0.67% | +96+0.8% | Added |
| AlphaCore Capital LLC | 12,123 | $1.52M | 0.41% | +2,589+27.2% | Added |
| Arjuna Capital | 12,129 | $1.52M | 0.43% | −9,112−42.9% | Reduced |
| Insigneo Advisory Services, LLC | 12,147 | $1.53M | 0.18% | +2,629+27.6% | Added |
| Cornerstone National Bank & Trust Co | 12,149 | $1.53M | 0.77% | +2,071+20.5% | Added |
| Trueblood Wealth Management, LLC | 12,150 | $1.53M | 0.87% | −471−3.7% | Reduced |
| SRN Advisors, LLC | 12,156 | $1.53M | 1.19% | +1,572+14.9% | Added |