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; 3,537 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
- 2,819
- +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 | 3,537 | $188.7B |
| Q1 2026 | 3,508 | $177.8B |
| Q4 2025 | 3,780 | $242.8B |
| Q3 2025 | 3,833 | $348.7B |
| Q2 2025 | 3,631 | $271.4B |
| Q1 2025 | 3,260 | $171.9B |
| Q4 2024 | 3,357 | $204.5B |
| Q3 2024 | 3,078 | $206.6B |
| Q2 2024 | 2,927 | $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 |
|---|---|---|---|---|---|
| China Universal Asset Management Co., Ltd. | 3,312 | $416.0K | 0.05% | +3,312 | New |
| Moisand Fitzgerald Tamayo, LLC | 3,313 | $416.1K | 0.06% | −320−8.8% | Reduced |
| Israel Discount Bank of New York | 3,317 | $416.6K | 0.52% | −2,430−42.3% | Reduced |
| HTG Investment Advisors, Inc. | 3,320 | $417.0K | 0.24% | −330−9.0% | Reduced |
| Kingfisher Capital LLC | 3,326 | $418.0K | 0.10% | +12+0.4% | Added |
| Coastal Bridge Advisors, LLC | 3,331 | $418.4K | 0.10% | +5+0.2% | Added |
| Financial Advisory Service, Inc. | 3,332 | $418.5K | 0.04% | +5+0.2% | Added |
| Core Alternative Capital | 3,336 | $419.0K | 0.08% | −243−6.8% | Reduced |
| AllSquare Wealth Management LLC | 3,347 | $420.4K | 0.25% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,347 | $420.4K | 0.08% | +239+7.7% | Added |
| Royal Harbor Partners, LLC | 3,348 | $420.5K | 0.18% | +79+2.4% | Added |
| Hudock, Inc. | 3,349 | $420.8K | 0.09% | +10.0% | Added |
| Seelaus Asset Management LLC | 3,352 | $421.0K | 0.42% | −2,085−38.3% | Reduced |
| CoreFirst Bank & Trust | 3,366 | $422.8K | 0.26% | −100−2.9% | Reduced |
| Bell Bank | 3,367 | $422.9K | 0.04% | −44−1.3% | Reduced |
| Wade Financial Advisory, Inc | 3,368 | $423.1K | 0.15% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 3,380 | $424.6K | 0.03% | −1,106−24.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 3,382 | $424.8K | 0.15% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 3,387 | $425.0K | 0.23% | +16+0.5% | Added |
| Townsend Asset Management Corp | 3,389 | $425.7K | 0.17% | −270−7.4% | Reduced |
| Probity Advisors, Inc. | 3,390 | $425.8K | 0.09% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 3,400 | $427.1K | 0.04% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 3,400 | $427.1K | 0.07% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 3,400 | $427.1K | 0.00% | +3,400 | New |
| Merriman Wealth Management, LLC | 3,404 | $427.6K | 0.02% | −272−7.4% | Reduced |
| Bristol John W & Co Inc | 3,408 | $428.1K | 0.01% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 3,411 | $428.5K | 0.37% | −11−0.3% | Reduced |
| Gilbert & Cook, Inc. | 3,412 | $428.6K | 0.06% | +5+0.1% | Added |
| Grand Jean Capital Management Inc | 3,415 | $429.0K | 0.11% | 00.0% | Unchanged |
| Meritage Portfolio Management | 3,412 | $429.0K | 0.03% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 3,425 | $430.2K | 0.04% | +1,431+71.8% | Added |
| XTX Topco Ltd | 3,438 | $431.8K | 0.06% | +3,438 | New |
| Nicholas Investment Partners, LP | 3,442 | $432.4K | 0.04% | +587+20.6% | Added |
| Windsor Capital Management, LLC | 3,449 | $433.3K | 0.13% | +3+0.1% | Added |
| Vigilare Wealth Management | 3,463 | $435.0K | 0.21% | +4+0.1% | Added |
| Verity & Verity, LLC | 3,466 | $435.4K | 0.05% | +139+4.2% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,475 | $436.5K | 0.00% | −22−0.6% | Reduced |
| Monarch Capital Management Inc | 3,483 | $437.5K | 0.12% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 3,486 | $438.0K | 0.17% | −7,490−68.2% | Reduced |
| Viawealth, LLC | 3,488 | $438.1K | 0.27% | +563+19.2% | Added |
| Pinnacle Wealth Management Group, Inc. | 3,496 | $439.1K | 0.33% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 3,499 | $439.5K | 0.10% | +265+8.2% | Added |
| Redwood Investment Management, LLC | 3,499 | $440.0K | 0.04% | +3,499 | New |
| Lazari Capital Management, Inc. | 3,506 | $440.4K | 0.24% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 3,510 | $440.9K | 0.04% | +484+16.0% | Added |
| M. Kulyk & Associates, LLC | 3,528 | $443.2K | 0.10% | 00.0% | Unchanged |
| Montis Financial, LLC | 3,538 | $444.4K | 0.21% | +400+12.7% | Added |
| Karpus Management, Inc. | 3,550 | $445.9K | 0.01% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 3,550 | $445.9K | 0.18% | +50+1.4% | Added |
| Signature Resources Capital Management, LLC | 4,236 | $446.6K | 0.42% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,559 | $447.1K | 0.03% | −93−2.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,562 | $447.4K | 0.26% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 3,571 | $448.6K | 0.15% | −1,329−27.1% | Reduced |
| Cahill Financial Advisors Inc | 3,574 | $448.9K | 0.06% | +256+7.7% | Added |
| Atwood & Palmer Inc | 3,583 | $450.1K | 0.03% | +220+6.5% | Added |
| Monticello Wealth Management, LLC | 3,585 | $450.3K | 0.04% | −13,279−78.7% | Reduced |
| Concentrum Wealth Management | 3,589 | $450.9K | 0.21% | +60+1.7% | Added |
| Invictus Private Wealth, LLC | 3,600 | $452.2K | 0.04% | −260−6.7% | Reduced |
| New Covenant Trust Company, N.A. | 3,605 | $452.8K | 0.45% | +3,605 | New |
| Ssi Investment Management LLC | 3,613 | $453.8K | 0.03% | −34−0.9% | Reduced |
| Heritage Wealth Management, Inc. | 3,614 | $453.9K | 0.45% | −35−1.0% | Reduced |
| Coastal Investment Advisors, Inc. | 3,616 | $454.2K | 0.09% | −3,420−48.6% | Reduced |
| TriaGen Wealth Management LLC | 3,621 | $454.8K | 0.19% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 3,623 | $455.0K | 0.02% | +205+6.0% | Added |
| Index Fund Advisors, Inc. | 3,628 | $455.7K | 0.03% | −100−2.7% | Reduced |
| Wrapmanager Inc | 3,654 | $459.0K | 0.13% | +1,012+38.3% | Added |
| Private Portfolio Partners LLC | 3,654 | $459.0K | 0.10% | −298−7.5% | Reduced |
| Sovereign Financial Group, Inc. | 3,657 | $459.4K | 0.12% | +413+12.7% | Added |
| Gould Asset Management LLC | 3,659 | $459.6K | 0.11% | −20−0.5% | Reduced |
| One Charles Private Wealth Services, LLC | 3,662 | $460.0K | 0.20% | +2+0.1% | Added |
| Versant Capital Management, Inc | 3,664 | $460.2K | 0.13% | −7−0.2% | Reduced |
| KLCM Advisors, Inc. | 3,666 | $460.5K | 0.06% | +37+1.0% | Added |
| Patron Partners Advisors, LLC | 3,667 | $460.6K | 0.28% | 00.0% | Unchanged |
| First International Bank & Trust | 3,667 | $460.6K | 0.16% | 00.0% | Unchanged |
| Financial Insights, Inc. | 3,675 | $461.6K | 0.13% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 3,813 | $464.2K | 0.17% | +12+0.3% | Added |
| Baldwin Brothers Inc | 3,696 | $464.3K | 0.03% | −100−2.6% | Reduced |
| E&G Advisors, LP | 3,700 | $464.8K | 0.15% | −100−2.6% | Reduced |
| Summit Financial Group Inc | 3,700 | $464.8K | 0.17% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 3,705 | $465.4K | 0.10% | −110−2.9% | Reduced |
| Northwest Financial Advisors | 3,712 | $466.2K | 0.51% | +2+0.1% | Added |
| Eagle Global Advisors LLC | 3,716 | $466.8K | 0.03% | +416+12.6% | Added |
| Pinnacle Holdings, LLC | 3,719 | $467.1K | 0.19% | −28−0.7% | Reduced |
| Summit Wealth Partners, LLC | 3,722 | $467.5K | 0.10% | 00.0% | Unchanged |
| Greater Midwest Financial Group, LLC | 3,726 | $468.0K | 0.29% | +10.0% | Added |
| Strategic Advisors LLC | 3,738 | $469.6K | 0.09% | −1,160−23.7% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 3,740 | $469.8K | 0.19% | +234+6.7% | Added |
| Perfromance Wealth Partners, LLC | 3,746 | $470.5K | 0.02% | +205+5.8% | Added |
| Empirical Asset Management, LLC | 3,762 | $472.6K | 0.23% | +3,762 | New |
| Parkside Advisors LLC | 3,765 | $472.9K | 0.12% | +31+0.8% | Added |
| Mustard Seed Financial, LLC | 3,778 | $474.5K | 0.47% | +2+0.1% | Added |
| Maple Capital Management, Inc. | 3,779 | $474.7K | 0.04% | +1,237+48.7% | Added |
| Middleton & Co Inc | 3,780 | $474.8K | 0.05% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 3,792 | $476.3K | 0.20% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 3,793 | $476.4K | 0.25% | −11−0.3% | Reduced |
| Affiance Financial, LLC | 3,793 | $476.4K | 0.13% | −300−7.3% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,796 | $476.8K | 0.12% | +211+5.9% | Added |
| Roble, Belko & Company, Inc | 3,800 | $477.0K | 0.08% | −64−1.7% | Reduced |
| Concord Investment Counsel Inc. | 3,805 | $477.9K | 0.17% | +3,805 | New |
| Wellington Shields & Co., LLC | 3,812 | $478.8K | 0.16% | +58+1.5% | Added |