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 |
|---|---|---|---|---|---|
| Northwest Bank & Trust Co | 19,887 | $2.26M | 2.08% | +329+1.7% | Added |
| Insight Inv LLC | 18,038 | $2.27M | 1.97% | +55+0.3% | Added |
| Meiji Yasuda Life Insurance Co | 18,110 | $2.27M | 0.05% | +2,216+13.9% | Added |
| Private Wealth Partners, LLC | 18,124 | $2.28M | 0.18% | −1,670−8.4% | Reduced |
| Sowell Financial Services LLC | 18,129 | $2.28M | 0.11% | +2,657+17.2% | Added |
| XML Financial, LLC | 18,215 | $2.29M | 0.23% | +46+0.3% | Added |
| Nemes Rush Group LLC | 18,227 | $2.29M | 0.33% | +10,893+148.5% | Added |
| Duff & Phelps Investment Management Co | 18,334 | $2.30M | 0.03% | +631+3.6% | Added |
| HBK Sorce Advisory LLC | 18,352 | $2.31M | 0.08% | −5,120−21.8% | Reduced |
| Field & Main Bank | 18,366 | $2.31M | 0.90% | −739−3.9% | Reduced |
| Legacy Financial Advisors, Inc. | 18,452 | $2.32M | 0.42% | +2,178+13.4% | Added |
| GSB Wealth Management, LLC | 18,479 | $2.32M | 0.65% | +1,728+10.3% | Added |
| Three Bridge Wealth Advisors, LLC | 18,515 | $2.33M | 0.92% | −3,461−15.7% | Reduced |
| Boston Family Office LLC | 18,520 | $2.33M | 0.17% | −1,201−6.1% | Reduced |
| Rockline Wealth Management, LLC | 18,530 | $2.33M | 0.81% | +1,334+7.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 18,542 | $2.33M | 0.96% | −457−2.4% | Reduced |
| Citizens National Bank Trust Department | 18,577 | $2.33M | 0.54% | +1,072+6.1% | Added |
| Nwam LLC | 19,507 | $2.34M | 0.19% | −16,292−45.5% | Reduced |
| Monetary Management Group Inc | 18,610 | $2.34M | 0.65% | +275+1.5% | Added |
| GFG Capital, LLC | 18,618 | $2.34M | 0.60% | +5,251+39.3% | Added |
| Scott & Selber, Inc. | 18,672 | $2.35M | 0.80% | +38+0.2% | Added |
| JGP Wealth Management, LLC | 18,669 | $2.35M | 0.34% | −57−0.3% | Reduced |
| Inspire Trust Co, N.A. | 18,729 | $2.35M | 1.31% | +9,540+103.8% | Added |
| Prospera Financial Services Inc | 18,755 | $2.36M | 0.07% | −4,183−18.2% | Reduced |
| Geneos Wealth Management Inc. | 18,828 | $2.37M | 0.11% | +1,092+6.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,925 | $2.38M | 1.01% | +2,847+17.7% | Added |
| Centaurus Financial, Inc. | 19,016 | $2.39M | 0.17% | +3,859+25.5% | Added |
| Wealthspire Advisors, LLC | 19,095 | $2.40M | 0.03% | −1,363−6.7% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 19,200 | $2.40M | 0.05% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 19,152 | $2.41M | 0.11% | +940+5.2% | Added |
| Cabot Wealth Management Inc | 19,264 | $2.42M | 0.32% | 00.0% | Unchanged |
| Wynn Capital, LLC | 19,282 | $2.42M | 1.87% | −880−4.4% | Reduced |
| Covenant Asset Management, LLC | 19,285 | $2.42M | 0.59% | 00.0% | Unchanged |
| Legacy Trust | 19,298 | $2.42M | 0.60% | +73+0.4% | Added |
| Diversify Advisory Services, LLC | 19,381 | $2.43M | 0.14% | +19,381 | New |
| Washington Trust Bank | 19,381 | $2.43M | 0.23% | −1,373−6.6% | Reduced |
| Compton Wealth Advisory Group, LLC | 19,382 | $2.43M | 0.67% | 00.0% | Unchanged |
| Spire Wealth Management | 19,405 | $2.44M | 0.07% | +799+4.3% | Added |
| North Star Asset Management Inc | 19,421 | $2.44M | 0.12% | −130−0.7% | Reduced |
| Malaga Cove Capital, LLC | 19,450 | $2.44M | 1.00% | −315−1.6% | Reduced |
| Sanders Morris Harris LLC | 19,460 | $2.44M | 0.46% | +1,000+5.4% | Added |
| Moody National Bank Trust Division | 19,466 | $2.45M | 0.19% | −1,083−5.3% | Reduced |
| Bridges Investment Management Inc | 19,479 | $2.45M | 0.08% | 00.0% | Unchanged |
| Farmers Trust Co | 19,479 | $2.45M | 0.49% | +522+2.8% | Added |
| Huber Capital Management LLC | 19,482 | $2.45M | 0.55% | +1,800+10.2% | Added |
| Bank Hapoalim BM | 19,523 | $2.45M | 0.32% | +12,407+174.4% | Added |
| KCM Investment Advisors LLC | 19,601 | $2.46M | 0.09% | −668−3.3% | Reduced |
| Fulton Bank, N.A. | 19,631 | $2.47M | 0.10% | +3,164+19.2% | Added |
| Institute for Wealth Management, LLC. | 19,633 | $2.47M | 0.32% | −370−1.8% | Reduced |
| Westmount Partners, LLC | 19,731 | $2.48M | 0.89% | +352+1.8% | Added |
| Dynamic Advisor Solutions LLC | 19,780 | $2.48M | 0.08% | −58−0.3% | Reduced |
| E Fund Management Co., Ltd. | 19,873 | $2.50M | 0.15% | +6,191+45.2% | Added |
| Davis R M Inc | 19,978 | $2.51M | 0.05% | +411+2.1% | Added |
| Pitcairn Co | 20,017 | $2.51M | 0.16% | +669+3.5% | Added |
| TrueMark Investments, LLC | 20,101 | $2.52M | 2.32% | +20,101 | New |
| Wright Investors Service Inc | 20,182 | $2.54M | 0.64% | −23,586−53.9% | Reduced |
| Autumn Glory Partners, LLC | 20,186 | $2.54M | 1.24% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 20,262 | $2.55M | 1.42% | +100+0.5% | Added |
| Essex Financial Services, Inc. | 20,356 | $2.56M | 0.24% | −929−4.4% | Reduced |
| Harbor Investment Advisory, LLC | 20,358 | $2.56M | 0.27% | −3,838−15.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 20,363 | $2.56M | 0.27% | −2,229−9.9% | Reduced |
| Ameritas Investment Partners, Inc. | 20,433 | $2.57M | 0.09% | −711−3.4% | Reduced |
| Abacus Wealth Partners, LLC | 20,445 | $2.57M | 0.43% | −91−0.4% | Reduced |
| Agate Pass Investment Management, LLC | 20,466 | $2.57M | 1.38% | +1,004+5.2% | Added |
| Azimuth Capital Investment Management LLC | 20,525 | $2.58M | 0.11% | −495−2.4% | Reduced |
| Caxton Associates LP | 20,565 | $2.58M | 0.18% | −9,368−31.3% | Reduced |
| Brookstone Capital Management | 20,635 | $2.59M | 0.05% | +2,383+13.1% | Added |
| L2 Asset Management, LLC | 20,659 | $2.59M | 0.85% | +1,479+7.7% | Added |
| IFP Advisors, Inc | 20,689 | $2.60M | 0.11% | −1,426−6.4% | Reduced |
| Deseret Mutual Benefit Administrators | 20,818 | $2.61M | 1.31% | +2,026+10.8% | Added |
| Berkshire Asset Management LLC | 20,835 | $2.62M | 0.14% | −66−0.3% | Reduced |
| Aspiriant, LLC | 20,866 | $2.62M | 0.11% | −1,159−5.3% | Reduced |
| Mather Group, LLC. | 24,932 | $2.63M | 0.04% | −665−2.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 20,940 | $2.63M | 0.32% | −5,509−20.8% | Reduced |
| Soviero Asset Management, LP | 21,000 | $2.64M | 1.80% | +21,000 | New |
| Callan Capital, LLC | 21,027 | $2.64M | 0.23% | +703+3.5% | Added |
| Bollard Group LLC | 21,032 | $2.64M | 0.08% | +75+0.4% | Added |
| Parkside Financial Bank & Trust | 21,121 | $2.65M | 0.43% | +3,569+20.3% | Added |
| Clarius Group, LLC | 21,176 | $2.66M | 0.18% | −1,984−8.6% | Reduced |
| Game Plan Financial Advisors, LLC | 21,195 | $2.66M | 1.35% | +8,593+68.2% | Added |
| Capital Advisors Inc | 21,223 | $2.67M | 0.06% | +707+3.4% | Added |
| Alpine Woods Capital Investors, LLC | 23,484 | $2.67M | 0.53% | −6,166−20.8% | Reduced |
| City Holding Co | 21,273 | $2.67M | 0.40% | +440+2.1% | Added |
| Gamco Investors, Inc. Et Al | 21,376 | $2.69M | 0.03% | −1,015−4.5% | Reduced |
| KKM Financial LLC | 21,390 | $2.69M | 1.31% | +29+0.1% | Added |
| Belpointe Asset Management LLC | 21,441 | $2.69M | 0.20% | +7,027+48.8% | Added |
| TD Private Client Wealth LLC | 21,462 | $2.70M | 0.09% | +1,921+9.8% | Added |
| Itau Unibanco Holding S.A. | 21,500 | $2.70M | 0.12% | −19,603−47.7% | Reduced |
| Fort Sheridan Advisors LLC | 21,527 | $2.70M | 0.51% | +30+0.1% | Added |
| Portside Wealth Group, LLC | 21,608 | $2.71M | 0.50% | −436−2.0% | Reduced |
| John G Ullman & Associates Inc | 21,630 | $2.72M | 0.42% | −100−0.5% | Reduced |
| Platinum Investment Management Ltd | 21,762 | $2.73M | 0.11% | −2,381−9.9% | Reduced |
| Weaver Capital Management LLC | 21,805 | $2.74M | 0.95% | −274−1.2% | Reduced |
| Philadelphia Trust Co | 21,835 | $2.74M | 0.22% | +18,600+575.0% | Added |
| Gilliland Jeter Wealth Management LLC | 21,959 | $2.76M | 0.96% | +2,032+10.2% | Added |
| Dorsey & Whitney Trust CO LLC | 22,002 | $2.76M | 0.19% | +834+3.9% | Added |
| Park Avenue Securities LLC | 22,071 | $2.77M | 0.04% | +548+2.5% | Added |
| Citadel Investment Advisory, Inc. | 22,192 | $2.79M | 1.57% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 22,304 | $2.80M | 2.13% | −695−3.0% | Reduced |
| Castellan Group, LLC | 22,340 | $2.81M | 1.44% | −3,554−13.7% | Reduced |