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; 3,537 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 | 3,537 | $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 |
|---|---|---|---|---|---|
| Endowment Wealth Management, Inc. | 2,413 | $303.1K | 0.23% | +3+0.1% | Added |
| Segment Wealth Management, LLC | 2,415 | $303.3K | 0.02% | +164+7.3% | Added |
| MBA Advisors LLC | 2,416 | $303.5K | 0.16% | −143−5.6% | Reduced |
| Paradigm Financial Partners, LLC | 2,417 | $303.6K | 0.07% | −11−0.5% | Reduced |
| Berkeley, Inc | 2,423 | $304.4K | 0.18% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 2,426 | $304.7K | 0.03% | −392−13.9% | Reduced |
| Nepsis, Inc. | 2,428 | $305.0K | 0.08% | +2,428 | New |
| FSA Advisors, Inc. | 2,434 | $305.7K | 0.33% | +12+0.5% | Added |
| CFO4Life Group, LLC | 2,439 | $306.3K | 0.06% | +2,439 | New |
| Fulton Breakefield Broenniman LLC | 2,442 | $306.7K | 0.02% | −131−5.1% | Reduced |
| Founders Capital Management | 2,443 | $306.9K | 0.21% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 2,444 | $306.9K | 0.22% | −8−0.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,448 | $307.5K | 0.13% | +75+3.2% | Added |
| Ewa, LLC | 2,636 | $307.5K | 0.14% | +116+4.6% | Added |
| Compass Ion Advisors, LLC | 2,462 | $309.3K | 0.04% | −6−0.2% | Reduced |
| Quantum Private Wealth, LLC | 2,464 | $309.5K | 0.11% | −22−0.9% | Reduced |
| Mosaic Family Wealth Partners, LLC | 2,478 | $311.3K | 0.05% | +121+5.1% | Added |
| Towercrest Capital Management | 2,498 | $313.8K | 0.05% | 00.0% | Unchanged |
| Apriem Advisors | 2,500 | $314.0K | 0.04% | +2,500 | New |
| New Jersey Better Educational Savings Trust | 2,500 | $314.0K | 0.59% | 00.0% | Unchanged |
| Alpha Square Group S, LLC | 2,500 | $314.0K | 0.59% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,504 | $314.5K | 0.20% | +275+12.3% | Added |
| Ignite Planners, LLC | 2,508 | $314.7K | 0.09% | −477−16.0% | Reduced |
| Weaver Consulting Group | 2,509 | $315.2K | 0.12% | +101+4.2% | Added |
| Old Port Advisors | 2,512 | $315.6K | 0.10% | −43−1.7% | Reduced |
| Private Capital Management LLC | 2,528 | $317.5K | 0.07% | +2,528 | New |
| Centurion Wealth Management LLC | 2,530 | $317.8K | 0.13% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 2,539 | $318.9K | 0.18% | +75+3.0% | Added |
| Navellier & Associates Inc | 2,544 | $319.6K | 0.04% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 2,547 | $319.9K | 0.22% | +2+0.1% | Added |
| Inspirion Wealth Advisors, LLC | 2,547 | $320.0K | 0.05% | 00.0% | Unchanged |
| Adapt Wealth Advisors, LLC | 2,556 | $321.1K | 0.23% | +2,556 | New |
| Christopher J. Hasenberg, Inc | 2,561 | $321.7K | 0.16% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 2,562 | $321.8K | 0.05% | −1,177−31.5% | Reduced |
| Stonehearth Capital Management, LLC | 2,563 | $321.9K | 0.15% | 00.0% | Unchanged |
| Coppell Advisory Solutions Corp. | 2,564 | $322.1K | 0.06% | +2,564 | New |
| DDFG, Inc | 2,567 | $322.4K | 0.10% | +3+0.1% | Added |
| Kelly Financial Services LLC | 2,573 | $323.2K | 0.12% | +13+0.5% | Added |
| Horizon Wealth Management, LLC | 2,575 | $323.5K | 0.08% | +188+7.9% | Added |
| Alta Wealth Advisors LLC | 2,577 | $323.6K | 0.16% | +4+0.2% | Added |
| Summit X, LLC | 2,579 | $324.1K | 0.08% | +2,579 | New |
| Soundmark Wealth Management, LLC | 2,582 | $324.3K | 0.14% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 2,586 | $324.8K | 0.03% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 2,599 | $325.0K | 0.12% | +340+15.1% | Added |
| Financial Council Asset Management Inc | 2,590 | $325.3K | 0.19% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 2,592 | $325.6K | 0.06% | +115+4.6% | Added |
| Jackson Hole Capital Partners, LLC | 2,593 | $325.7K | 0.07% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 2,600 | $326.6K | 0.03% | −101−3.7% | Reduced |
| 626 Financial, LLC | 2,606 | $327.4K | 0.20% | −106−3.9% | Reduced |
| JFS Wealth Advisors, LLC | 2,611 | $327.9K | 0.03% | −59−2.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,615 | $328.0K | 0.01% | −32−1.2% | Reduced |
| Fort, L.P. | 2,613 | $328.2K | 0.82% | −360−12.1% | Reduced |
| Sendero Wealth Management, LLC | 2,614 | $328.3K | 0.06% | −6,261−70.5% | Reduced |
| New Republic Capital, LLC | 2,617 | $328.7K | 0.21% | −212−7.5% | Reduced |
| Eagle Bay Advisors LLC | 2,618 | $328.8K | 0.21% | −2,069−44.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,619 | $329.0K | 0.05% | −48−1.8% | Reduced |
| Root Financial Partners, LLC | 2,619 | $329.0K | 0.10% | +2,619 | New |
| Pachira Investments Inc. | 2,621 | $329.2K | 0.27% | +2,621 | New |
| American Institute for Advanced Investment Management, LLP | 2,622 | $329.3K | 0.26% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 2,625 | $329.7K | 0.10% | 00.0% | Unchanged |
| Family CFO Inc | 2,632 | $330.6K | 0.20% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 2,632 | $330.6K | 0.01% | +8+0.3% | Added |
| Blue Bell Private Wealth Management, LLC | 2,637 | $331.2K | 0.07% | +5+0.2% | Added |
| Shoker Investment Counsel, Inc. | 2,644 | $331.9K | 0.12% | +8+0.3% | Added |
| Meadow Creek Wealth Advisors LLC | 2,649 | $332.7K | 0.23% | +2,649 | New |
| Colton Groome Financial Advisors, LLC | 2,655 | $333.5K | 0.13% | −50−1.8% | Reduced |
| Callan Family Office, LLC | 2,662 | $334.4K | 0.08% | −83−3.0% | Reduced |
| Oxbow Advisors, LLC | 2,663 | $334.5K | 0.05% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 2,665 | $334.8K | 0.11% | −355−11.8% | Reduced |
| Resurgent Financial Advisors LLC | 2,665 | $334.8K | 0.18% | +20+0.8% | Added |
| First Financial Corp | 2,675 | $336.0K | 0.17% | −1,328−33.2% | Reduced |
| Diversified, LLC | 2,677 | $336.2K | 0.05% | +80+3.1% | Added |
| Cape Ann Savings Bank | 2,679 | $336.5K | 0.21% | +2,679 | New |
| Athena Investment Management | 2,681 | $336.8K | 0.20% | 00.0% | Unchanged |
| Tillman Hartley LLC | 2,681 | $336.8K | 0.12% | 00.0% | Unchanged |
| Palo Alto Wealth Advisors, LLC | 2,689 | $337.8K | 0.24% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 2,692 | $338.1K | 0.26% | +3+0.1% | Added |
| Humankind Investments LLC | 2,696 | $338.6K | 0.09% | +295+12.3% | Added |
| IMS Capital Management | 2,711 | $340.5K | 0.16% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 2,716 | $341.2K | 0.26% | −1,005−27.0% | Reduced |
| Aspen Grove Capital, LLC | 2,718 | $341.4K | 0.10% | −67−2.4% | Reduced |
| Ted Buchan & Co | 2,735 | $343.5K | 0.21% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 2,738 | $343.9K | 0.23% | +56+2.1% | Added |
| Lesa Sroufe & Co | 2,736 | $344.0K | 0.32% | 00.0% | Unchanged |
| Advisor OS, LLC | 2,739 | $344.1K | 0.04% | −47−1.7% | Reduced |
| IAG Wealth Partners, LLC | 2,754 | $345.9K | 0.07% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 2,760 | $346.7K | 0.10% | +9+0.3% | Added |
| Green Square Capital Advisors LLC | 2,762 | $346.9K | 0.05% | +2,762 | New |
| Embree Financial Group | 2,762 | $347.0K | 0.07% | +287+11.6% | Added |
| N.E.W. Advisory Services LLC | 2,764 | $347.2K | 0.04% | +35+1.3% | Added |
| Essex LLC | 2,765 | $347.3K | 0.08% | +2+0.1% | Added |
| Ironwood Investment Counsel, LLC | 2,766 | $347.4K | 0.06% | +2,766 | New |
| Executive Wealth Management, LLC | 2,771 | $347.8K | 0.03% | −15−0.5% | Reduced |
| Front Row Advisors LLC | 2,771 | $348.1K | 0.13% | +1,671+151.9% | Added |
| West Paces Advisors Inc. | 2,782 | $349.4K | 0.09% | +42+1.5% | Added |
| RMR Wealth Builders | 2,782 | $349.4K | 0.04% | +2,782 | New |
| Acorn Financial Advisory Services Inc | 2,782 | $349.5K | 0.07% | −595−17.6% | Reduced |
| RFP Financial Group LLC | 2,794 | $351.0K | 0.14% | +67+2.5% | Added |
| Community Bank, N.A. | 2,800 | $351.7K | 0.05% | −350−11.1% | Reduced |
| Portland Global Advisors LLC | 2,800 | $351.7K | 0.05% | −200−6.7% | Reduced |