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 |
|---|---|---|---|---|---|
| Jamison Private Wealth Management, Inc. | 1,520 | $190.9K | 0.03% | +1,246+454.7% | Added |
| Newton One Investments LLC | 1,524 | $191.5K | 0.08% | +5+0.3% | Added |
| Clean Yield Group | 1,552 | $194.9K | 0.08% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,554 | $195.1K | 0.10% | +816+110.6% | Added |
| Tacita Capital Inc | 1,565 | $196.6K | 0.14% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,569 | $197.1K | 0.05% | −180−10.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,577 | $198.1K | 0.04% | +1+0.1% | Added |
| M&R Capital Management Inc | 1,584 | $199.0K | 0.05% | −1,048−39.8% | Reduced |
| ICONIQ Capital, LLC | 1,592 | $200.0K | 0.00% | +1,592 | New |
| TSFG, LLC | 1,595 | $200.0K | 0.05% | −75−4.5% | Reduced |
| UMA Financial Services, Inc. | 1,663 | $200.6K | 0.04% | +1,663 | New |
| Transform Wealth, LLC | 1,598 | $200.8K | 0.02% | +1,598 | New |
| Ionic Capital Management LLC | 1,600 | $201.0K | 0.12% | −1,400−46.7% | Reduced |
| Pingora Partners LLC | 1,600 | $201.0K | 0.15% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 1,601 | $201.1K | 0.04% | +1,601 | New |
| Cherry Creek Investment Advisors, Inc. | 1,604 | $201.5K | 0.11% | +1,604 | New |
| LJI Wealth Management, LLC | 1,610 | $202.2K | 0.05% | −3,273−67.0% | Reduced |
| Strata Wealth Advisors, LLC | 1,610 | $202.2K | 0.07% | +1,610 | New |
| IAM Advisory, LLC | 1,611 | $202.3K | 0.06% | +1,611 | New |
| Acas, LLC | 1,612 | $202.5K | 0.20% | +1,612 | New |
| Burns J W & Co Inc | 1,614 | $202.7K | 0.03% | +1,614 | New |
| Diversified Portfolios, Inc. | 1,616 | $203.0K | 0.03% | +1,616 | New |
| Rather & Kittrell, Inc. | 1,624 | $204.0K | 0.06% | +1,624 | New |
| Affinity Capital Advisors, LLC | 1,626 | $204.2K | 0.05% | +1,626 | New |
| Forbes J M & Co LLP | 1,626 | $204.2K | 0.02% | +1,626 | New |
| Successful Portfolios LLC | 1,627 | $204.4K | 0.14% | −309−16.0% | Reduced |
| Pineridge Advisors LLC | 1,627 | $204.4K | 0.07% | −189−10.4% | Reduced |
| Baxter Bros Inc | 1,630 | $204.7K | 0.03% | +1,630 | New |
| Wellspring Financial Advisors, LLC | 1,631 | $204.8K | 0.03% | −1,023−38.5% | Reduced |
| America First Investment Advisors, LLC | 1,631 | $204.9K | 0.05% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 1,640 | $206.0K | 0.04% | +1,640 | New |
| Insight Wealth Partners, LLC | 1,641 | $206.1K | 0.13% | +1,641 | New |
| BlueCrest Capital Management Ltd | 1,648 | $207.0K | 0.05% | −30,176−94.8% | Reduced |
| Cypress Asset Management Inc | 1,330 | $207.9K | 0.06% | +1,330 | New |
| Coerente Capital Management | 1,660 | $208.5K | 0.04% | −265−13.8% | Reduced |
| Thompson Davis & Co., Inc. | 1,675 | $210.4K | 0.14% | +1,675 | New |
| Triumph Capital Management | 1,677 | $210.5K | 0.09% | +1,677 | New |
| Genesee Capital Advisors, LLC | 1,676 | $210.5K | 0.12% | +1,676 | New |
| Sittner & Nelson, LLC | 1,676 | $210.5K | 0.11% | −124−6.9% | Reduced |
| Wealthstream Advisors, Inc. | 1,678 | $210.7K | 0.08% | +1,678 | New |
| Power Wealth Management LLC | 1,679 | $210.9K | 0.13% | −353−17.4% | Reduced |
| Aft, Forsyth & Company, Inc. | 1,680 | $211.0K | 0.12% | +1,680 | New |
| Advantage Trust Co | 1,682 | $211.3K | 0.16% | 00.0% | Unchanged |
| Ariston Services Group | 1,686 | $211.8K | 0.20% | +1,686 | New |
| Foster Dykema Cabot & Partners, LLC | 1,689 | $212.2K | 0.02% | −95−5.3% | Reduced |
| Pennsylvania Capital Management Inc | 1,690 | $212.3K | 0.09% | +1,690 | New |
| Ironwood Investment Management LLC | 1,690 | $212.3K | 0.10% | +1,690 | New |
| TruNorth Capital Management, LLC | 1,693 | $212.7K | 0.07% | +1,693 | New |
| WorthPointe, LLC | 1,695 | $212.9K | 0.11% | +1,695 | New |
| Idaho Trust Bank | 1,696 | $213.0K | 0.21% | +1,696 | New |
| Fingerlakes Wealth Management, Inc. | 1,696 | $213.0K | 0.21% | +1,696 | New |
| Professional Financial Advisors, LLC | 1,696 | $213.1K | 0.06% | +1,696 | New |
| Heartland Bank & Trust Co | 1,697 | $213.2K | 0.12% | +1,697 | New |
| 1620 Investment Advisors, Inc. | 75 | $213.2K | 0.22% | +75 | New |
| Prepared Retirement Institute LLC | 1,700 | $213.5K | 0.16% | +1,700 | New |
| St. Clair Advisors, LLC | 1,700 | $213.5K | 0.07% | +1,700 | New |
| KWB Wealth | 1,710 | $214.8K | 0.03% | +1,710 | New |
| Investment Advisory Group, LLC | 1,710 | $214.8K | 0.09% | +1,710 | New |
| Mills Wealth Advisors LLC | 1,713 | $215.2K | 0.16% | −207−10.8% | Reduced |
| BlackDiamond Wealth Management Inc. | 1,715 | $215.4K | 0.15% | −246−12.5% | Reduced |
| Consolidated Portfolio Review Corp | 1,717 | $215.7K | 0.06% | −2,895−62.8% | Reduced |
| Walkner Condon Financial Advisors LLC | 1,718 | $215.8K | 0.05% | +1,718 | New |
| Legacy Wealth Management, LLC | 1,719 | $215.9K | 0.10% | +1,719 | New |
| Wilkinson Global Asset Management LLC | 1,720 | $216.0K | 0.01% | −370−17.7% | Reduced |
| Flossbach Von Storch AG | 1,720 | $216.0K | 0.00% | +1,720 | New |
| Chilton Capital Management LLC | 1,720 | $216.1K | 0.01% | +77+4.7% | Added |
| Center for Financial Planning, Inc. | 1,726 | $216.8K | 0.03% | +196+12.8% | Added |
| St. Louis Trust Co | 1,727 | $216.9K | 0.03% | +1,727 | New |
| Lokken Investment Group LLC | 1,727 | $216.9K | 0.11% | +1,727 | New |
| Eisler Capital (UK) Ltd. | 1,731 | $217.4K | 0.03% | −77,168−97.8% | Reduced |
| VisionPoint Advisory Group, LLC | 1,736 | $218.1K | 0.08% | +1,700+4,722.2% | Added |
| Main Street Group, LTD | 1,739 | $218.2K | 0.10% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 1,739 | $218.4K | 0.12% | +1,739 | New |
| Galvin, Gaustad & Stein, LLC | 1,741 | $218.7K | 0.02% | −635−26.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,742 | $218.8K | 0.10% | −2−0.1% | Reduced |
| NWF Advisory Services Inc. | 1,742 | $218.8K | 0.04% | +1,742 | New |
| MTM Investment Management, LLC | 1,743 | $218.9K | 0.09% | +1,743 | New |
| Almanack Investment Partners, LLC. | 1,744 | $219.1K | 0.04% | +1,744 | New |
| Bouchey Financial Group Ltd | 1,745 | $219.2K | 0.02% | +1,745 | New |
| Gilman Hill Asset Management, LLC | 1,746 | $219.3K | 0.04% | +1,746 | New |
| One + One Wealth Management, LLC | 1,749 | $219.7K | 0.13% | +1,749 | New |
| Community Trust & Investment Co | 1,750 | $219.8K | 0.02% | +1,750 | New |
| Gallacher Capital Management LLC | 1,758 | $220.8K | 0.11% | −192−9.8% | Reduced |
| Safeguard Investment Advisory Group, LLC | 1,760 | $221.1K | 0.08% | +1,760 | New |
| Hemington Wealth Management | 1,765 | $222.0K | 0.08% | +1,765 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,773 | $222.7K | 0.07% | −479−21.3% | Reduced |
| WD Rutherford LLC | 1,775 | $223.0K | 0.12% | +1,775 | New |
| Petredis Investment Advisors LLC | 1,781 | $223.7K | 0.03% | +1,781 | New |
| Cambridge Financial Group, LLC | 1,782 | $223.8K | 0.11% | +1,782 | New |
| First National Corp | 2,124 | $224.0K | 0.06% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 1,786 | $224.1K | 0.06% | +1,786 | New |
| Kendall Capital Management | 1,788 | $224.6K | 0.08% | +1,788 | New |
| Charter Oak Capital Management, LLC | 1,789 | $224.8K | 0.02% | +1,789 | New |
| Keystone Wealth Services, LLC | 1,791 | $224.9K | 0.07% | −1,365−43.3% | Reduced |
| Money Concepts Capital Corp | 1,791 | $225.0K | 0.02% | −140−7.3% | Reduced |
| MN Wealth Advisors, LLC | 1,794 | $225.4K | 0.14% | +1,794 | New |
| Human Investing LLC | 1,796 | $225.6K | 0.05% | +1,796 | New |
| Bond & Devick Financial Network, Inc. | 1,799 | $226.0K | 0.12% | +1,799 | New |
| Eubel Brady & Suttman Asset Management Inc | 1,800 | $226.0K | 0.03% | +1,800 | New |
| McMahon Financial Advisors, LLC | 1,800 | $226.1K | 0.06% | +1,800 | New |