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 |
|---|---|---|---|---|---|
| Bank of New Hampshire | 22,354 | $2.81M | 0.74% | −539−2.4% | Reduced |
| Schechter Investment Advisors, LLC | 22,554 | $2.83M | 0.21% | +2,707+13.6% | Added |
| Principal Securities, Inc. | 22,569 | $2.83M | 0.09% | +3,609+19.0% | Added |
| Avantax Planning Partners, Inc. | 22,642 | $2.84M | 0.09% | +8,209+56.9% | Added |
| Journey Advisory Group, LLC | 22,686 | $2.85M | 0.35% | −7,491−24.8% | Reduced |
| Sumitomo Life Insurance Co | 22,693 | $2.85M | 0.07% | −892−3.8% | Reduced |
| Arden Trust Co | 22,815 | $2.87M | 0.40% | −298−1.3% | Reduced |
| Liberty Wealth Management LLC | 22,966 | $2.88M | 0.56% | +59+0.3% | Added |
| Leavell Investment Management, Inc. | 22,988 | $2.89M | 0.17% | −2,508−9.8% | Reduced |
| Diversified Trust Co | 23,117 | $2.90M | 0.09% | −241−1.0% | Reduced |
| Vise Technologies, Inc. | 23,190 | $2.91M | 0.57% | −6,555−22.0% | Reduced |
| Louisbourg Investments Inc. | 25,749 | $2.92M | 0.81% | −2,836−9.9% | Reduced |
| Strategic Planning Group, LLC | 23,281 | $2.92M | 0.73% | +5,301+29.5% | Added |
| Midland Wealth Advisors LLC | 23,339 | $2.93M | 0.18% | −2,373−9.2% | Reduced |
| Panagora Asset Management Inc | 23,394 | $2.94M | 0.02% | +3,110+15.3% | Added |
| Fifth Third Wealth Advisors LLC | 23,521 | $2.95M | 0.46% | +634+2.8% | Added |
| Engineers Gate Manager LP | 23,699 | $2.98M | 0.08% | +17,693+294.6% | Added |
| Lummis Asset Management, LP | 23,807 | $2.99M | 4.01% | −5,273−18.1% | Reduced |
| Moneta Group Investment Advisors LLC | 23,852 | $3.00M | 0.05% | +1,124+4.9% | Added |
| Breakwater Capital Group | 24,005 | $3.02M | 0.76% | −835−3.4% | Reduced |
| Physicians Financial Services, Inc. | 24,068 | $3.02M | 1.06% | −200−0.8% | Reduced |
| RMB Capital Management, LLC | 24,156 | $3.03M | 0.07% | +682+2.9% | Added |
| Court Place Advisors, LLC | 24,345 | $3.06M | 0.99% | −1,099−4.3% | Reduced |
| Security National Bank of Sioux City Iowa | 24,448 | $3.07M | 2.16% | −1,038−4.1% | Reduced |
| Hixon Zuercher, LLC | 24,498 | $3.08M | 1.30% | +993+4.2% | Added |
| NovaPoint Capital, LLC | 24,610 | $3.09M | 1.08% | +73+0.3% | Added |
| Caliber Wealth Management, LLC | 24,702 | $3.10M | 1.65% | +284+1.2% | Added |
| Capital Planning Advisors, LLC | 24,781 | $3.11M | 0.55% | +107+0.4% | Added |
| Eads & Heald Wealth Management | 24,881 | $3.13M | 1.46% | −1,655−6.2% | Reduced |
| Gratus Capital LLC | 24,893 | $3.13M | 0.14% | +22,226+833.4% | Added |
| Dynamic Technology Lab Private Ltd | 24,928 | $3.13M | 0.33% | +24,928 | New |
| Quotient Wealth Partners, LLC | 24,990 | $3.14M | 0.11% | −13,179−34.5% | Reduced |
| Vectors Research Management, LLC | 25,001 | $3.14M | 0.89% | −5,506−18.0% | Reduced |
| Ziegler Capital Management, LLC | 25,010 | $3.14M | 0.12% | −72−0.3% | Reduced |
| Resources Investment Advisors, LLC. | 25,106 | $3.15M | 0.05% | +36+0.1% | Added |
| Regent Peak Wealth Advisors LLC | 25,434 | $3.19M | 0.81% | +33+0.1% | Added |
| Amarillo National Bank | 25,522 | $3.21M | 0.60% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 25,548 | $3.21M | 1.37% | +684+2.8% | Added |
| HCR Wealth Advisors | 25,567 | $3.21M | 0.49% | −1,152−4.3% | Reduced |
| Fred Alger Management, LLC | 25,582 | $3.21M | 0.02% | +3,219+14.4% | Added |
| Indiana Trust & Investment Management CO | 25,684 | $3.23M | 1.30% | −260−1.0% | Reduced |
| Silvant Capital Management LLC | 25,687 | $3.23M | 0.15% | 00.0% | Unchanged |
| Trust Co of Virginia | 25,726 | $3.23M | 0.31% | −358−1.4% | Reduced |
| Proficio Capital Partners LLC | 25,766 | $3.24M | 0.36% | +1,928+8.1% | Added |
| Alerus Financial NA | 25,846 | $3.25M | 0.25% | −512−1.9% | Reduced |
| Reynders McVeigh Capital Management, LLC | 25,903 | $3.25M | 0.19% | −361−1.4% | Reduced |
| Old National Bancorp | 25,954 | $3.26M | 0.08% | −1,076−4.0% | Reduced |
| Inlet Private Wealth, LLC | 25,955 | $3.26M | 0.91% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 25,990 | $3.26M | 0.09% | +19,810+320.6% | Added |
| Pictet North America Advisors SA | 26,014 | $3.27M | 0.36% | −2,869−9.9% | Reduced |
| Pittenger & Anderson Inc | 26,033 | $3.27M | 0.13% | +23,618+978.0% | Added |
| Mairs & Power Inc | 26,034 | $3.27M | 0.03% | +74+0.3% | Added |
| Altshuler Shaham Ltd | 26,080 | $3.28M | 0.13% | +26,080 | New |
| Meeder Advisory Services, Inc. | 26,149 | $3.28M | 0.33% | +953+3.8% | Added |
| Harmony Asset Management LLC | 26,182 | $3.29M | 1.36% | +250+1.0% | Added |
| Arlington Partners LLC | 26,217 | $3.29M | 1.68% | +1,014+4.0% | Added |
| Hohimer Wealth Management, LLC | 26,335 | $3.31M | 0.78% | +26,335 | New |
| Axxcess Wealth Management, LLC | 26,458 | $3.32M | 0.09% | +1,667+6.7% | Added |
| Syon Capital LLC | 26,551 | $3.34M | 0.32% | +513+2.0% | Added |
| Otter Creek Advisors, LLC | 26,600 | $3.34M | 2.35% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 26,644 | $3.35M | 0.10% | −11,700−30.5% | Reduced |
| Meridian Investment Counsel Inc. | 26,753 | $3.36M | 1.12% | −3,241−10.8% | Reduced |
| Perigon Wealth Management, LLC | 26,761 | $3.36M | 0.10% | +1,401+5.5% | Added |
| Spirit of America Management Corp | 26,875 | $3.38M | 0.68% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 27,909 | $3.38M | 0.14% | +10,584+61.1% | Added |
| Empower Advisory Group, LLC | 27,031 | $3.40M | 0.01% | +12,100+81.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 27,096 | $3.40M | 0.13% | −10,608−28.1% | Reduced |
| Intrust Bank NA | 27,131 | $3.41M | 0.37% | −685−2.5% | Reduced |
| Nations Financial Group Inc, | 27,186 | $3.41M | 0.29% | −18,656−40.7% | Reduced |
| Financial Counselors Inc | 27,219 | $3.42M | 0.06% | −1,540−5.4% | Reduced |
| Private Trust Co NA | 27,296 | $3.43M | 0.37% | −487−1.8% | Reduced |
| Nilsine Partners, LLC | 27,338 | $3.43M | 0.47% | +2,218+8.8% | Added |
| MidWestOne Financial Group, Inc. | 27,352 | $3.44M | 0.62% | +159+0.6% | Added |
| Arcadia Investment Management Corp | 27,520 | $3.46M | 0.61% | −1,350−4.7% | Reduced |
| Longbow Finance SA | 27,529 | $3.46M | 0.35% | +27,529 | New |
| HighPoint Advisor Group LLC | 29,937 | $3.48M | 0.25% | +29+0.1% | Added |
| Waldron Private Wealth LLC | 27,789 | $3.49M | 0.16% | +718+2.7% | Added |
| West Oak Capital, LLC | 27,875 | $3.50M | 1.49% | +20+0.1% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 27,878 | $3.50M | 1.50% | +1,737+6.6% | Added |
| Jeppson Wealth Management, LLC | 27,973 | $3.51M | 1.36% | −400−1.4% | Reduced |
| Montag A & Associates Inc | 28,006 | $3.52M | 0.18% | +81+0.3% | Added |
| Criterion Capital Advisors, LLC | 28,086 | $3.53M | 2.35% | −2,331−7.7% | Reduced |
| Resonant Capital Advisors, LLC | 28,144 | $3.54M | 0.30% | +4,100+17.1% | Added |
| Great Diamond Partners, LLC | 28,153 | $3.54M | 0.81% | +949+3.5% | Added |
| Hancock Whitney Corp | 28,201 | $3.54M | 0.12% | −1,100−3.8% | Reduced |
| Keene & Associates, Inc. | 28,235 | $3.55M | 2.65% | −46−0.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 28,257 | $3.55M | 0.26% | −161−0.6% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 28,292 | $3.55M | 0.15% | +1,170+4.3% | Added |
| AE Wealth Management LLC | 28,349 | $3.56M | 0.04% | −162,052−85.1% | Reduced |
| Councilmark Asset Management, LLC | 28,580 | $3.59M | 2.59% | +28,580 | New |
| E. Ohman J:or Asset Management AB | 28,600 | $3.59M | 0.09% | +700+2.5% | Added |
| Fishman Jay A Ltd | 28,610 | $3.59M | 0.40% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 28,715 | $3.61M | 1.43% | −374−1.3% | Reduced |
| RSM US Wealth Management LLC | 28,987 | $3.64M | 0.09% | −2,354−7.5% | Reduced |
| Argyle Capital Management Inc. | 29,100 | $3.66M | 1.41% | 00.0% | Unchanged |
| Norway Savings Bank | 29,127 | $3.66M | 1.53% | +590+2.1% | Added |
| Sculati Wealth Management, LLC | 29,352 | $3.69M | 1.59% | +1,088+3.8% | Added |
| Wunderlich Capital Managemnt | 29,360 | $3.69M | 1.66% | −1,683−5.4% | Reduced |
| Lake Street Advisors Group, LLC | 29,537 | $3.71M | 0.17% | +154+0.5% | Added |
| Ballentine Partners, LLC | 29,546 | $3.71M | 0.07% | +547+1.9% | Added |