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 |
|---|---|---|---|---|---|
| Kingswood Wealth Advisors, LLC | 12,186 | $1.53M | 0.18% | −370−2.9% | Reduced |
| Heartland Advisors Inc | 12,255 | $1.54M | 0.08% | −369−2.9% | Reduced |
| Greenland Capital Management LP | 12,257 | $1.54M | 0.25% | +12,257 | New |
| Fox Hill Wealth Management | 12,330 | $1.55M | 1.04% | +156+1.3% | Added |
| Dumont & Blake Investment Advisors LLC | 12,344 | $1.55M | 0.45% | +150+1.2% | Added |
| Proequities, Inc. | 12,350 | $1.55M | 0.10% | −50−0.4% | Reduced |
| Regal Investment Advisors LLC | 12,367 | $1.55M | 0.11% | −151−1.2% | Reduced |
| Ervin Investment Management, LLC | 12,380 | $1.56M | 1.09% | −445−3.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 12,454 | $1.56M | 0.03% | +12,454 | New |
| Northern Financial Advisors Inc | 12,536 | $1.57M | 1.23% | −327−2.5% | Reduced |
| Notis-McConarty Edward | 12,550 | $1.58M | 0.62% | −400−3.1% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 12,559 | $1.58M | 0.19% | −1,850−12.8% | Reduced |
| WBH Advisory Inc | 12,566 | $1.58M | 0.16% | +598+5.0% | Added |
| Auxier Asset Management | 12,583 | $1.58M | 0.24% | −90−0.7% | Reduced |
| GM Advisory Group, Inc. | 12,590 | $1.58M | 0.11% | +278+2.3% | Added |
| Lakeview Capital Partners, LLC | 12,607 | $1.58M | 0.26% | −551−4.2% | Reduced |
| International Assets Investment Management, LLC | 12,620 | $1.58M | 0.17% | +673+5.6% | Added |
| Quadrature Capital Ltd | 12,616 | $1.58M | 0.03% | +12,616 | New |
| Sargent Investment Group, LLC | 12,615 | $1.58M | 0.35% | −3,326−20.9% | Reduced |
| Grimes & Company, Inc. | 12,632 | $1.59M | 0.05% | +1,310+11.6% | Added |
| First Interstate Bank | 12,642 | $1.59M | 0.11% | −147−1.1% | Reduced |
| Handelsinvest Investeringsforvaltning | 12,644 | $1.59M | 0.76% | −2,276−15.3% | Reduced |
| Joel Isaacson & Co., LLC | 12,661 | $1.59M | 0.09% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 12,663 | $1.59M | 0.50% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 12,680 | $1.59M | 0.06% | +1,118+9.7% | Added |
| Cypress Capital Group | 12,698 | $1.59M | 0.19% | −399−3.0% | Reduced |
| Larson Financial Group LLC | 12,705 | $1.60M | 0.12% | +10,804+568.3% | Added |
| Cobblestone Capital Advisors LLC | 12,742 | $1.60M | 0.10% | −360−2.7% | Reduced |
| Altfest L J & Co Inc | 12,767 | $1.60M | 0.23% | +103+0.8% | Added |
| Atom Investors LP | 12,792 | $1.61M | 0.20% | +6,742+111.4% | Added |
| Capstone Investment Advisors, LLC | 12,795 | $1.61M | 0.03% | +12,795 | New |
| Atomi Financial Group, Inc. | 12,797 | $1.61M | 0.15% | −17,345−57.5% | Reduced |
| Boltwood Capital Management | 12,797 | $1.61M | 0.50% | −40−0.3% | Reduced |
| First National Bank Sioux Falls | 12,808 | $1.61M | 0.88% | 00.0% | Unchanged |
| Lantz Financial LLC | 12,830 | $1.61M | 0.52% | +433+3.5% | Added |
| ERn Financial, LLC | 12,831 | $1.61M | 0.28% | +93+0.7% | Added |
| Massmutual Trust Co FSB | 12,838 | $1.61M | 0.05% | +5,560+76.4% | Added |
| Spinnaker Trust | 12,910 | $1.62M | 0.10% | −720−5.3% | Reduced |
| Parisi Gray Wealth Management | 12,946 | $1.63M | 0.61% | +50.0% | Added |
| Delta Financial Group, Inc. | 12,960 | $1.63M | 0.48% | −49−0.4% | Reduced |
| Park National Corp | 12,981 | $1.63M | 0.06% | −1,377−9.6% | Reduced |
| Marcum Wealth, LLC | 12,997 | $1.63M | 0.17% | +1,044+8.7% | Added |
| Skopos Labs, Inc. | 13,063 | $1.64M | 0.71% | +50.0% | Added |
| Delphi Management Inc | 13,071 | $1.64M | 1.27% | +1,454+12.5% | Added |
| Sapient Capital LLC | 13,075 | $1.64M | 0.04% | −393−2.9% | Reduced |
| Bridge Creek Capital Management LLC | 13,084 | $1.64M | 0.53% | −116−0.9% | Reduced |
| PBMares Wealth Management LLC | 13,092 | $1.64M | 0.43% | +278+2.2% | Added |
| DSM Capital Partners LLC | 13,103 | $1.65M | 0.02% | +12,665+2,891.6% | Added |
| Wealth Alliance | 13,136 | $1.65M | 0.22% | +446+3.5% | Added |
| Cove Private Wealth, LLC | 13,150 | $1.65M | 1.41% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 13,183 | $1.66M | 0.04% | +1,042+8.6% | Added |
| Tritonpoint Wealth, LLC | 15,237 | $1.66M | 0.17% | −1,139−7.0% | Reduced |
| PDS Planning, Inc | 13,217 | $1.66M | 0.17% | +113+0.9% | Added |
| Buckingham Capital Management, Inc. | 13,220 | $1.66M | 0.20% | +313+2.4% | Added |
| Roman Butler Fullerton & Co | 14,547 | $1.67M | 0.62% | −169−1.1% | Reduced |
| United Asset Strategies, Inc. | 13,283 | $1.67M | 0.17% | −1,917−12.6% | Reduced |
| Titan Global Capital Management USA LLC | 13,286 | $1.67M | 0.26% | +1,567+13.4% | Added |
| Quantbot Technologies LP | 13,288 | $1.67M | 0.09% | +13,288 | New |
| Missouri Trust & Investment Co | 13,290 | $1.67M | 0.64% | −1,010−7.1% | Reduced |
| GeoWealth Management, LLC | 13,346 | $1.68M | 0.06% | +4,166+45.4% | Added |
| Peoples Financial Services Corp. | 13,408 | $1.68M | 0.73% | −1,035−7.2% | Reduced |
| Hall Capital Management Co Inc | 13,432 | $1.69M | 0.83% | +107+0.8% | Added |
| Vestmark Advisory Solutions, Inc. | 13,433 | $1.69M | 0.07% | +10,844+418.8% | Added |
| Highline Wealth Partners LLC | 13,471 | $1.69M | 0.69% | +20+0.1% | Added |
| Prestige Wealth Management Group LLC | 13,575 | $1.71M | 0.37% | −220−1.6% | Reduced |
| Gold Investment Management Ltd. | 13,578 | $1.71M | 0.69% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 13,586 | $1.71M | 0.25% | +651+5.0% | Added |
| Headlands Technologies LLC | 13,611 | $1.71M | 0.41% | +13,611 | New |
| One Wealth Advisors, LLC | 13,634 | $1.71M | 0.30% | +585+4.5% | Added |
| Prosperity Consulting Group, LLC | 13,639 | $1.71M | 0.21% | +400+3.0% | Added |
| Forum Financial Management, LP | 13,664 | $1.72M | 0.03% | −662−4.6% | Reduced |
| Axq Capital, LP | 13,700 | $1.72M | 0.41% | +13,700 | New |
| Smith, Moore & Co. | 13,708 | $1.72M | 0.18% | −20−0.1% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 13,730 | $1.72M | 2.25% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 13,737 | $1.73M | 0.67% | −270−1.9% | Reduced |
| Unique Wealth Strategies, LLC | 13,767 | $1.73M | 0.85% | +2,844+26.0% | Added |
| Edgestream Partners, L.P. | 13,771 | $1.73M | 0.09% | +6,587+91.7% | Added |
| Cable Hill Partners, LLC | 16,722 | $1.73M | 0.21% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 13,807 | $1.73M | 0.04% | +6,049+78.0% | Added |
| Formidable Asset Management, LLC | 13,821 | $1.74M | 0.28% | +4,271+44.7% | Added |
| Roberts Wealth Advisors, LLC | 14,501 | $1.74M | 0.65% | +247+1.7% | Added |
| Ontario Teachers Pension Plan Board | 13,841 | $1.74M | 0.02% | −3,035−18.0% | Reduced |
| Advance Capital Management, Inc. | 13,945 | $1.75M | 0.12% | −942−6.3% | Reduced |
| Bank of Nova Scotia Trust Co | 13,950 | $1.75M | 0.19% | −628−4.3% | Reduced |
| King Wealth | 13,974 | $1.75M | 0.31% | +1,003+7.7% | Added |
| Community Bank & Trust, Waco, Texas | 13,981 | $1.76M | 0.43% | +55+0.4% | Added |
| Wellington Wealth Strategies, LLC. | 13,988 | $1.76M | 0.84% | −6,649−32.2% | Reduced |
| Stablepoint Partners, LLC | 14,034 | $1.76M | 0.36% | +4,211+42.9% | Added |
| Trust Point Inc. | 14,087 | $1.77M | 0.14% | −117−0.8% | Reduced |
| Terry L. Blaker | 14,089 | $1.77M | 0.13% | −783−5.3% | Reduced |
| Boston Financial Mangement LLC | 14,198 | $1.78M | 0.06% | +186+1.3% | Added |
| Jacobi Capital Management LLC | 14,204 | $1.78M | 0.16% | +1,109+8.5% | Added |
| SeaBridge Investment Advisors LLC | 14,221 | $1.79M | 0.47% | +6,807+91.8% | Added |
| GAMMA Investing LLC | 14,333 | $1.80M | 0.37% | +2,786+24.1% | Added |
| Great Valley Advisor Group, Inc. | 14,335 | $1.80M | 0.05% | −38,693−73.0% | Reduced |
| Roundview Capital LLC | 14,354 | $1.80M | 0.15% | +479+3.5% | Added |
| Miracle Mile Advisors, LLC | 14,364 | $1.80M | 0.05% | +271+1.9% | Added |
| Trust Co | 14,369 | $1.80M | 0.24% | +11,054+333.5% | Added |
| St. Louis Financial Planners Asset Management, LLC | 14,356 | $1.81M | 1.63% | −166−1.1% | Reduced |
| Bedel Financial Consulting, Inc. | 14,466 | $1.82M | 0.29% | −60−0.4% | Reduced |