Oracle Corp
ORCL- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001341439
In the last 90 days, Oracle Corp insiders filed 0 open-market purchases and 3 sales; 3,536 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
- 2,820
- +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
- 1,052 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 | 3,536 | $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 | 2,820 | $148.6B |
| Q4 2023 | 2,701 | $124.2B |
| Q3 2023 | 2,536 | $124.0B |
| Q2 2023 | 2,570 | $138.9B |
| Q1 2023 | 2,356 | $107.5B |
| Q4 2022 | 2,304 | $93.7B |
| Q3 2022 | 2,108 | $68.7B |
| Q2 2022 | 2,196 | $78.5B |
| Q1 2022 | 2,271 | $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 |
|---|---|---|---|---|---|
| Pathway Financial Advisers, LLC | 432 | $54.3K | 0.02% | +1+0.2% | Added |
| Tanglewood Legacy Advisors, LLC | 433 | $54.4K | 0.03% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 461 | $57.9K | 0.02% | +191+70.7% | Added |
| CBIZ Investment Advisory Services, LLC | 472 | $59.2K | 0.00% | +472 | New |
| J.Safra Asset Management Corp | 476 | $59.8K | 0.01% | +440+1,222.2% | Added |
| FSC Wealth Advisors, LLC | 477 | $59.9K | 0.04% | 00.0% | Unchanged |
| Castleview Partners, LLC | 486 | $61.0K | 0.03% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 487 | $61.2K | 0.06% | −50−9.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 500 | $62.8K | 0.03% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 500 | $62.8K | 0.05% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 514 | $64.6K | 0.05% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 530 | $66.6K | 0.05% | +81+18.0% | Added |
| Cedar Wealth Management, LLC | 573 | $72.0K | 0.02% | +573 | New |
| First Community Trust NA | 583 | $73.2K | 0.07% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 625 | $73.3K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 590 | $74.1K | 0.01% | −20−3.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 595 | $74.7K | 0.02% | +22+3.8% | Added |
| ESL Trust Services, LLC | 600 | $75.4K | 0.02% | +600 | New |
| State of Wyoming | 601 | $75.5K | 0.01% | −3,996−86.9% | Reduced |
| Quarry LP | 606 | $76.1K | 0.03% | +606 | New |
| Scarborough Advisors, LLC | 618 | $77.6K | 0.04% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 650 | $81.6K | 0.05% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 658 | $82.7K | 0.06% | +658 | New |
| Bruce G. Allen Investments, LLC | 660 | $82.9K | 0.07% | −78−10.6% | Reduced |
| True Wealth Design, LLC | 661 | $83.0K | 0.02% | +240+57.0% | Added |
| Carolinas Wealth Consulting LLC | 669 | $84.0K | 0.02% | −14,030−95.4% | Reduced |
| Bellevue Group AG | 677 | $85.0K | 0.00% | +223+49.1% | Added |
| Centiva Capital, LP | 687 | $86.3K | 0.00% | −296−30.1% | Reduced |
| GoalVest Advisory LLC | 700 | $87.9K | 0.03% | +700 | New |
| McClarren Financial Advisors, Inc. | 694 | $88.0K | 0.06% | +1+0.1% | Added |
| Mascoma Wealth Management LLC | 701 | $88.1K | 0.03% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 700 | $88.4K | 0.03% | −493−41.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 706 | $88.7K | 0.04% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 719 | $90.3K | 0.03% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 750 | $94.2K | 0.03% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 764 | $96.0K | 0.03% | −5−0.7% | Reduced |
| Private Wealth Management Group, LLC | 789 | $99.1K | 0.04% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 800 | $100.5K | 0.03% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 800 | $100.5K | 0.07% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 802 | $100.7K | 0.03% | −508−38.8% | Reduced |
| BKM Wealth Management, LLC | 808 | $101.5K | 0.04% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 823 | $103.3K | 0.02% | +394+91.8% | Added |
| GW&K Investment Management, LLC | 826 | $104.0K | 0.00% | −43−4.9% | Reduced |
| Strengthening Families & Communities, LLC | 827 | $104.0K | 0.06% | +1+0.1% | Added |
| Standard Family Office LLC | 833 | $104.6K | 0.14% | +833 | New |
| Paladin Advisory Group, LLC | 837 | $105.0K | 0.08% | 00.0% | Unchanged |
| Abound Wealth Management | 842 | $105.7K | 0.04% | +14+1.7% | Added |
| Natixis Investment Managers International | 865 | $108.7K | 0.01% | −114−11.6% | Reduced |
| Wiser Advisor Group LLC | 869 | $109.2K | 0.17% | +2+0.2% | Added |
| Gables Capital Management Inc. | 872 | $109.5K | 0.06% | 00.0% | Unchanged |
| Elgethun Capital Management | 877 | $110.5K | 0.03% | +2+0.2% | Added |
| Naples Money Management LLC | 888 | $111.5K | 0.11% | −3−0.3% | Reduced |
| Hanson & Doremus Investment Management | 921 | $116.0K | 0.02% | +137+17.5% | Added |
| ORG Partners LLC | 928 | $116.5K | 0.22% | −5,609−85.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 929 | $116.7K | 0.02% | −1−0.1% | Reduced |
| Gould Capital, LLC | 932 | $117.1K | 0.08% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 961 | $121.0K | 0.01% | −3,680−79.3% | Reduced |
| Provenance Wealth Advisors, LLC | 969 | $121.7K | 0.02% | +769+384.5% | Added |
| City State Bank | 972 | $122.0K | 0.05% | +22+2.3% | Added |
| New England Capital Financial Advisors LLC | 993 | $124.8K | 0.07% | +2+0.2% | Added |
| Voisard Asset Management Group, Inc. | 994 | $124.9K | 0.07% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 1,000 | $125.6K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 1,000 | $126.0K | 0.04% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,020 | $128.1K | 0.11% | +50+5.2% | Added |
| Vermillion & White Wealth Management Group, LLC | 1,040 | $130.6K | 0.10% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,040 | $130.6K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,055 | $132.5K | 0.03% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1,061 | $133.3K | 0.08% | −564−34.7% | Reduced |
| Burkett Financial Services, LLC | 1,065 | $133.8K | 0.07% | +4+0.4% | Added |
| Wetzel Investment Advisors, Inc. | 1,163 | $134.9K | 0.08% | −152−11.6% | Reduced |
| Blume Capital Management, Inc. | 1,075 | $135.0K | 0.03% | −480−30.9% | Reduced |
| Bell Investment Advisors, Inc | 1,076 | $135.2K | 0.03% | +40+3.9% | Added |
| Tradewinds Capital Management, LLC | 1,096 | $137.7K | 0.04% | +1,000+1,041.7% | Added |
| Ruedi Wealth Management, Inc. | 1,167 | $146.5K | 0.06% | +2+0.2% | Added |
| BOK Financial Private Wealth, Inc. | 1,169 | $146.8K | 0.01% | +798+215.1% | Added |
| DT Investment Partners, LLC | 1,171 | $147.1K | 0.01% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 1,183 | $148.5K | 0.05% | −170−12.6% | Reduced |
| PSI Advisors, LLC | 1,193 | $149.9K | 0.05% | −1,191−50.0% | Reduced |
| Pin Oak Investment Advisors Inc | 1,191 | $150.0K | 0.14% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,229 | $150.1K | 0.04% | +9+0.7% | Added |
| Park Place Capital Corp | 1,229 | $154.4K | 0.06% | +4+0.3% | Added |
| Solstein Capital, LLC | 1,256 | $157.8K | 0.11% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,258 | $158.0K | 0.05% | +980+352.5% | Added |
| Sanctuary Wealth Management, L.L.C. | 1,272 | $159.8K | 0.13% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1,288 | $161.8K | 0.06% | −175−12.0% | Reduced |
| Wolff Wiese Magana LLC | 1,294 | $162.5K | 0.14% | +1+0.1% | Added |
| Country Trust Bank | 1,306 | $164.0K | 0.00% | +62+5.0% | Added |
| Covestor Ltd | 1,329 | $167.0K | 0.11% | +347+35.3% | Added |
| Riverview Trust Co | 1,370 | $172.1K | 0.13% | +1,370 | New |
| Kiely Wealth Advisory Group, Inc. | 1,500 | $175.0K | 0.10% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,395 | $175.2K | 0.03% | +100+7.7% | Added |
| Piscataqua Savings Bank | 1,404 | $176.4K | 0.16% | −20−1.4% | Reduced |
| JJJ Advisors Inc. | 1,416 | $177.9K | 0.04% | +49+3.6% | Added |
| Pacific Center for Financial Services | 1,429 | $179.5K | 0.05% | −81−5.4% | Reduced |
| Acropolis Investment Management, LLC | 1,453 | $182.5K | 0.01% | −2−0.1% | Reduced |
| Bellevue Asset Management, LLC | 1,461 | $183.5K | 0.10% | −230−13.6% | Reduced |
| Bangor Savings Bank | 1,470 | $184.6K | 0.02% | −886−37.6% | Reduced |
| Planning Capital Management Corp | 1,479 | $185.8K | 0.14% | −231−13.5% | Reduced |
| West Financial Advisors, LLC | 1,501 | $188.5K | 0.04% | −100−6.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 1,517 | $190.6K | 0.07% | 00.0% | Unchanged |