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 |
|---|---|---|---|---|---|
| Equitable Holdings, Inc. | 14,515 | $1.82M | 0.02% | −2,394−14.2% | Reduced |
| Abundance Wealth Counselors | 14,520 | $1.82M | 0.42% | +158+1.1% | Added |
| Harbour Investments, Inc. | 14,575 | $1.83M | 0.06% | −161−1.1% | Reduced |
| Dynasty Wealth Management, LLC | 14,652 | $1.84M | 0.06% | +14,652 | New |
| Icon Wealth Advisors, LLC | 14,653 | $1.84M | 0.17% | +8,882+153.9% | Added |
| Cassaday & Co Wealth Management LLC | 14,661 | $1.84M | 0.06% | −620−4.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 14,676 | $1.84M | 0.60% | +433+3.0% | Added |
| Independent Financial Group, LLC | 14,748 | $1.85M | 0.09% | −1,060−6.7% | Reduced |
| Oakworth Capital, Inc. | 14,847 | $1.86M | 0.14% | −201−1.3% | Reduced |
| Westside Investment Management, Inc. | 14,855 | $1.87M | 0.45% | +10.0% | Added |
| Alaethes Wealth LLC | 14,862 | $1.87M | 0.82% | +2,009+15.6% | Added |
| Global Financial Private Client, LLC | 14,897 | $1.87M | 0.80% | +285+2.0% | Added |
| Voya Financial Advisors, Inc. | 14,936 | $1.87M | 0.21% | +2,549+20.6% | Added |
| Marks Group Wealth Management, Inc | 14,909 | $1.87M | 0.20% | −780−5.0% | Reduced |
| Equitable Trust Co | 14,910 | $1.87M | 0.13% | +1,578+11.8% | Added |
| St. Johns Investment Management Company, LLC | 14,915 | $1.87M | 0.90% | +395+2.7% | Added |
| Cornerstone Wealth Group, LLC | 14,993 | $1.88M | 0.17% | +11,583+339.7% | Added |
| SeaCrest Wealth Management, LLC | 15,099 | $1.90M | 0.23% | −735−4.6% | Reduced |
| Arete Wealth Advisors, LLC | 15,195 | $1.91M | 0.18% | −554−3.5% | Reduced |
| WMS Partners, LLC | 15,212 | $1.91M | 0.13% | +249+1.7% | Added |
| Northstar Advisory Group, LLC | 16,418 | $1.91M | 1.16% | +10,343+170.3% | Added |
| Continuum Advisory, LLC | 16,429 | $1.92M | 0.29% | −1,090−6.2% | Reduced |
| Sciencast Management LP | 15,381 | $1.93M | 1.18% | +15,381 | New |
| Wiley Bros.-Aintree Capital, LLC | 15,433 | $1.94M | 0.27% | +2,984+24.0% | Added |
| RDA Financial Network | 15,510 | $1.95M | 0.67% | +2,763+21.7% | Added |
| Capital Planning LLC | 15,602 | $1.96M | 0.64% | 00.0% | Unchanged |
| Cunning Capital Partners, LP | 15,630 | $1.96M | 1.09% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 15,692 | $1.97M | 1.28% | −250−1.6% | Reduced |
| Maso Capital Partners Ltd | 15,700 | $1.97M | 1.46% | +15,700 | New |
| Ascent Group, LLC | 15,768 | $1.98M | 0.17% | −2,599−14.2% | Reduced |
| Pflug Koory, LLC | 15,805 | $1.99M | 0.98% | −50−0.3% | Reduced |
| AIMZ Investment Advisors, LLC | 15,823 | $1.99M | 0.74% | −200−1.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 15,828 | $1.99M | 0.32% | +2,386+17.8% | Added |
| Mill Capital Management, LLC | 15,897 | $2.00M | 0.17% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 15,930 | $2.00M | 0.82% | +200+1.3% | Added |
| Eudaimonia Partners, LLC | 15,933 | $2.00M | 0.48% | +7,426+87.3% | Added |
| Qtron Investments LLC | 15,950 | $2.00M | 0.28% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 15,971 | $2.01M | 0.40% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 15,987 | $2.01M | 0.17% | +15,987 | New |
| Ashton Thomas Private Wealth, LLC | 16,004 | $2.01M | 0.12% | +3,494+27.9% | Added |
| V-Square Quantitative Management LLC | 16,013 | $2.01M | 0.34% | +7,415+86.2% | Added |
| Aptus Capital Advisors, LLC | 16,020 | $2.01M | 0.04% | +3,371+26.7% | Added |
| Semmax Financial Advisors Inc. | 17,350 | $2.02M | 0.66% | +1,934+12.5% | Added |
| Avitas Wealth Management LLC | 16,079 | $2.02M | 0.31% | −3,016−15.8% | Reduced |
| Symphony Financial, Ltd. Co. | 16,090 | $2.02M | 0.47% | +8,404+109.3% | Added |
| Congress Park Capital LLC | 16,121 | $2.02M | 0.90% | −1,953−10.8% | Reduced |
| Centric Wealth Management | 17,812 | $2.03M | 0.64% | −241−1.3% | Reduced |
| Aaron Wealth Advisors | 16,139 | $2.03M | 0.29% | +1,746+12.1% | Added |
| Foster Group, Inc. | 16,173 | $2.03M | 0.10% | −24−0.1% | Reduced |
| Auto-Owners Insurance Co | 16,187 | $2.03M | 0.05% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 16,240 | $2.04M | 1.61% | −1,400−7.9% | Reduced |
| Verus Capital Partners, LLC | 16,290 | $2.05M | 0.23% | +30.0% | Added |
| Carmel Capital Partners, LLC | 16,313 | $2.05M | 0.85% | −3,122−16.1% | Reduced |
| Close Asset Management Ltd | 16,333 | $2.05M | 0.07% | +490+3.1% | Added |
| Chesapeake Wealth Management | 16,366 | $2.06M | 0.75% | −250−1.5% | Reduced |
| Nadler Financial Group, Inc. | 16,440 | $2.07M | 0.25% | +129+0.8% | Added |
| Optimum Investment Advisors | 16,453 | $2.07M | 0.95% | +1,045+6.8% | Added |
| World Equity Group, Inc. | 16,497 | $2.07M | 0.43% | +194+1.2% | Added |
| Cigna Investments Inc | 16,547 | $2.08M | 0.39% | −110−0.7% | Reduced |
| CMT Capital Markets Trading GmbH | 16,572 | $2.08M | 0.95% | +3,105+23.1% | Added |
| Fiduciary Family Office, LLC | 16,599 | $2.08M | 0.82% | −491−2.9% | Reduced |
| VeraBank, N.A. | 16,676 | $2.09M | 0.65% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 16,684 | $2.10M | 0.16% | +16,684 | New |
| Marion Wealth Management | 16,688 | $2.10M | 0.63% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 16,710 | $2.10M | 1.33% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 16,715 | $2.10M | 0.11% | −10,425−38.4% | Reduced |
| Altman Advisors, Inc. | 16,766 | $2.10M | 1.02% | +253+1.5% | Added |
| Arbor Trust Wealth Advisors, LLC | 17,251 | $2.11M | 1.16% | −30−0.2% | Reduced |
| Martin Capital Advisors, LLP | 16,783 | $2.11M | 1.65% | 00.0% | Unchanged |
| Claro Advisors LLC | 16,809 | $2.11M | 0.37% | +1,275+8.2% | Added |
| Chicago Partners Investment Group LLC | 18,365 | $2.11M | 0.09% | +2,671+17.0% | Added |
| L.M. Kohn & Company | 16,862 | $2.12M | 0.60% | +42+0.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $2.14M | 0.67% | 00.0% | Unchanged |
| Summit Financial, LLC | 17,011 | $2.14M | 0.13% | −1,503−8.1% | Reduced |
| Martin & Co Inc | 17,019 | $2.14M | 0.52% | −497−2.8% | Reduced |
| Triangle Securities Wealth Management | 17,169 | $2.16M | 0.61% | −1,373−7.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17,173 | $2.16M | 0.38% | +3,697+27.4% | Added |
| Hartline Investment Corp | 17,173 | $2.16M | 0.38% | +13,920+427.9% | Added |
| LM Advisors LLC | 17,177 | $2.16M | 0.34% | −24−0.1% | Reduced |
| Thomasville National Bank | 17,201 | $2.16M | 0.18% | −620−3.5% | Reduced |
| Citizens & Northern Corp | 17,300 | $2.17M | 0.73% | +3,543+25.8% | Added |
| NewEdge Wealth, LLC | 18,926 | $2.18M | 0.05% | −977−4.9% | Reduced |
| Midwest Professional Planners, LTD. | 17,323 | $2.18M | 0.76% | −1,337−7.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 17,368 | $2.18M | 1.40% | +515+3.1% | Added |
| Lindbrook Capital, LLC | 17,372 | $2.18M | 0.20% | −1,003−5.5% | Reduced |
| Fairbanks Capital Management, Inc. | 17,394 | $2.18M | 1.51% | −2,602−13.0% | Reduced |
| Investment Partners, Ltd. | 17,436 | $2.19M | 0.99% | −142−0.8% | Reduced |
| Eagle Rock Investment Company, LLC | 17,562 | $2.21M | 0.41% | 00.0% | Unchanged |
| David Loasby | 17,941 | $2.21M | 0.22% | +1,089+6.5% | Added |
| Ronald Blue Trust, Inc. | 17,656 | $2.22M | 0.03% | −1,770−9.1% | Reduced |
| Washington Trust Co | 17,665 | $2.22M | 0.08% | −307−1.7% | Reduced |
| Pacific Sage Partners, LLC | 17,724 | $2.23M | 0.58% | +30.0% | Added |
| Venturi Wealth Management, LLC | 17,817 | $2.24M | 0.14% | +8,977+101.5% | Added |
| Caldwell Trust Co | 17,854 | $2.24M | 0.26% | +3,841+27.4% | Added |
| Trust Asset Management LLC | 17,898 | $2.25M | 0.20% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 17,909 | $2.25M | 0.36% | −9,832−35.4% | Reduced |
| Wedmont Private Capital | 18,306 | $2.26M | 0.16% | +1,287+7.6% | Added |
| Venture Visionary Partners LLC | 17,980 | $2.26M | 0.11% | +446+2.5% | Added |
| Edmond de Rothschild Holding S.A. | 17,988 | $2.26M | 0.04% | +4,826+36.7% | Added |
| RFG Advisory, LLC | 17,999 | $2.26M | 0.08% | +1,884+11.7% | Added |