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 |
|---|---|---|---|---|---|
| McGlone Suttner Wealth Management, Inc. | 3,824 | $480.3K | 0.09% | +184+5.1% | Added |
| Smith Anglin Financial, LLC | 3,827 | $480.7K | 0.05% | +600+18.6% | Added |
| Stephens Consulting, LLC | 3,832 | $481.3K | 0.15% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 4,066 | $482.5K | 0.32% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 3,844 | $482.8K | 0.04% | +396+11.5% | Added |
| Wealth Architects, LLC | 3,875 | $486.7K | 0.06% | −44−1.1% | Reduced |
| Patten Group, Inc. | 3,876 | $486.9K | 0.12% | +1,206+45.2% | Added |
| Waypoint Wealth Partners Inc. | 3,878 | $487.1K | 0.14% | −488−11.2% | Reduced |
| Retirement Planning Group | 3,888 | $488.4K | 0.04% | +97+2.6% | Added |
| Westwood Holdings Group Inc. | 3,895 | $489.0K | 0.00% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 3,894 | $489.1K | 0.07% | −151−3.7% | Reduced |
| SFMG, LLC | 3,896 | $489.4K | 0.04% | +465+13.6% | Added |
| Bremer Bank National Association | 3,898 | $489.6K | 0.09% | −4,473−53.4% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 3,900 | $489.9K | 0.13% | 00.0% | Unchanged |
| Scientech Research LLC | 3,903 | $490.3K | 0.26% | +3,903 | New |
| Tyche Wealth Partners LLC | 3,912 | $491.4K | 0.12% | +2+0.1% | Added |
| Eclectic Associates Inc | 3,915 | $491.8K | 0.22% | −79−2.0% | Reduced |
| Financial Perspectives, Inc | 3,919 | $492.3K | 0.19% | −4−0.1% | Reduced |
| Lyell Wealth Management, LP | 3,927 | $493.2K | 0.05% | −470−10.7% | Reduced |
| Intrua Financial, LLC | 3,929 | $493.5K | 0.08% | −296−7.0% | Reduced |
| Aberdeen Wealth Management LLC | 3,935 | $494.3K | 0.29% | −150−3.7% | Reduced |
| Defined Wealth Management, LLC | 3,938 | $494.7K | 0.36% | +6+0.2% | Added |
| Invenio Wealth Partners LLC | 3,941 | $495.0K | 0.27% | +984+33.3% | Added |
| Sunflower Bank, N.A. | 3,943 | $495.3K | 0.11% | +20+0.5% | Added |
| Southland Equity Partners LLC | 3,955 | $496.8K | 0.14% | +801+25.4% | Added |
| High Falls Advisors, Inc | 3,960 | $497.5K | 0.13% | +10.0% | Added |
| Houlihan Financial Resource Group, Ltd. | 3,971 | $499.0K | 0.22% | +10.0% | Added |
| SkyView Investment Advisors, LLC | 3,976 | $499.0K | 0.09% | +3,976 | New |
| Navalign, LLC | 3,974 | $499.1K | 0.17% | +2+0.1% | Added |
| Schneider Downs Wealth Management Advisors, LP | 3,981 | $500.1K | 0.12% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 3,985 | $500.6K | 0.07% | +3,985 | New |
| Vista Investment Management | 3,985 | $500.6K | 0.20% | −33−0.8% | Reduced |
| Sonata Capital Group Inc | 4,000 | $502.0K | 0.23% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 4,005 | $503.1K | 0.29% | +4,005 | New |
| Chapin Davis, Inc. | 4,006 | $503.3K | 0.18% | 00.0% | Unchanged |
| Eukles Asset Management | 4,013 | $504.1K | 0.22% | 00.0% | Unchanged |
| Fundamentun, LLC | 4,013 | $504.1K | 0.05% | −651−14.0% | Reduced |
| Waypoint Capital Advisors, LLC | 4,018 | $504.7K | 0.13% | +75+1.9% | Added |
| Orca Investment Management, LLC | 4,025 | $505.6K | 0.47% | −573−12.5% | Reduced |
| Clayton Financial Group LLC | 4,027 | $505.8K | 0.23% | +4,027 | New |
| Ransom Advisory, Ltd | 4,028 | $506.0K | 0.27% | +4,028 | New |
| FMA Wealth Management, LLC | 4,029 | $506.1K | 0.42% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 4,032 | $506.5K | 0.13% | +7+0.2% | Added |
| Capital Advisory Group Advisory Services, LLC | 4,049 | $508.6K | 0.24% | +386+10.5% | Added |
| Rebalance, LLC | 4,055 | $509.3K | 0.04% | +5+0.1% | Added |
| Centennial Bank | 4,059 | $509.9K | 0.26% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 4,079 | $512.4K | 0.18% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 4,080 | $512.5K | 0.19% | −10−0.2% | Reduced |
| Onyx Financial Advisors, LLC | 4,083 | $512.9K | 0.32% | +15+0.4% | Added |
| Laidlaw Wealth Management LLC | 4,093 | $514.1K | 0.29% | −1,346−24.7% | Reduced |
| Lester Murray Antman dba SimplyRich | 4,113 | $517.0K | 0.17% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 4,119 | $517.4K | 0.18% | −90−2.1% | Reduced |
| Financial Advocates Investment Management | 4,122 | $517.7K | 0.03% | +463+12.7% | Added |
| Onefund, LLC | 4,135 | $518.9K | 0.62% | −67−1.6% | Reduced |
| Smith, Salley & Associates | 4,143 | $520.4K | 0.04% | +43+1.0% | Added |
| First Affirmative Financial Network | 4,143 | $520.5K | 0.38% | +28+0.7% | Added |
| SRS Capital Advisors, Inc. | 4,149 | $521.2K | 0.05% | +194+4.9% | Added |
| Quantum Financial Advisors, LLC | 4,157 | $522.2K | 0.10% | −20.0% | Reduced |
| Ade, LLC | 4,159 | $522.4K | 0.35% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 4,165 | $523.2K | 0.18% | +130+3.2% | Added |
| Estabrook Capital Management | 4,167 | $523.4K | 0.08% | 00.0% | Unchanged |
| High Note Wealth, LLC | 4,176 | $524.5K | 0.17% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 4,184 | $525.6K | 0.03% | +300+7.7% | Added |
| Phoenix Wealth Advisors | 4,189 | $526.2K | 0.32% | −39−0.9% | Reduced |
| TCI Wealth Advisors, Inc. | 4,198 | $527.3K | 0.05% | +394+10.4% | Added |
| Alta Advisers Ltd | 4,200 | $527.6K | 0.26% | 00.0% | Unchanged |
| LRI Investments, LLC | 4,219 | $529.9K | 0.13% | +4,219 | New |
| Focused Wealth Management, Inc | 4,221 | $530.2K | 0.08% | −269−6.0% | Reduced |
| Financial Partners Group, Inc | 4,223 | $530.5K | 0.08% | −750−15.1% | Reduced |
| Wealth Group, Ltd. | 4,229 | $531.0K | 0.40% | +4,229 | New |
| Rosenberg Matthew Hamilton | 4,245 | $532.7K | 0.15% | −74−1.7% | Reduced |
| Five Oceans Advisors | 4,250 | $533.8K | 0.27% | −15−0.4% | Reduced |
| Apexium Financial, LP | 4,250 | $533.9K | 0.04% | −20,657−82.9% | Reduced |
| CenterStar Asset Management, LLC | 4,248 | $533.9K | 1.10% | +4,248 | New |
| Vicus Capital | 4,251 | $533.9K | 0.05% | +4,251 | New |
| Beacon Financial Advisory LLC | 4,263 | $535.5K | 0.26% | +77+1.8% | Added |
| Kowal Investment Group, LLC | 4,267 | $536.0K | 0.12% | +895+26.5% | Added |
| Seeds Investor LLC | 4,271 | $536.4K | 0.49% | +1,793+72.4% | Added |
| One Capital Management, LLC | 4,283 | $538.0K | 0.02% | +672+18.6% | Added |
| Retirement Income Solutions, Inc | 4,301 | $540.2K | 0.12% | 00.0% | Unchanged |
| Red Tortoise LLC | 4,309 | $541.2K | 0.30% | +156+3.8% | Added |
| Breed's Hill Capital LLC | 4,310 | $541.4K | 0.50% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 4,318 | $542.4K | 0.04% | −195−4.3% | Reduced |
| Y.D. More Investments Ltd | 4,320 | $542.6K | 0.10% | +4,219+4,177.2% | Added |
| Trust Co of Kansas | 4,330 | $544.0K | 0.30% | −52−1.2% | Reduced |
| GW Henssler & Associates Ltd | 4,334 | $544.4K | 0.03% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 4,334 | $544.4K | 0.28% | +998+29.9% | Added |
| Canton Hathaway, LLC | 4,345 | $546.0K | 0.15% | +760+21.2% | Added |
| PFG Advisors | 4,348 | $546.2K | 0.04% | +182+4.4% | Added |
| Wharton Business Group, LLC | 4,358 | $547.0K | 0.03% | −765−14.9% | Reduced |
| Woodard & Co Asset Management Group Inc | 4,357 | $547.3K | 0.15% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 4,359 | $547.5K | 0.14% | +4,359 | New |
| Cape Cod Five Cents Savings Bank | 4,359 | $547.5K | 0.05% | −263−5.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,359 | $547.5K | 0.01% | +198+4.8% | Added |
| KPP Advisory Services LLC | 4,363 | $548.0K | 0.15% | −172−3.8% | Reduced |
| West Family Investments, Inc. | 4,387 | $551.1K | 0.17% | +388+9.7% | Added |
| McGowan Group Asset Management, Inc. | 4,390 | $551.4K | 0.08% | −18−0.4% | Reduced |
| Wambolt & Associates, LLC | 4,396 | $551.6K | 0.16% | +325+8.0% | Added |
| Winthrop Advisory Group LLC | 4,393 | $551.8K | 0.08% | +41+0.9% | Added |
| Heartwood Wealth Advisors LLC | 4,393 | $551.8K | 0.07% | 00.0% | Unchanged |