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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 23,852 | $3.00M | 0.05% | +1,124+4.9% | Added |
| Lummis Asset Management, LP | 23,807 | $2.99M | 4.01% | −5,273−18.1% | Reduced |
| Engineers Gate Manager LP | 23,699 | $2.98M | 0.08% | +17,693+294.6% | Added |
| Fifth Third Wealth Advisors LLC | 23,521 | $2.95M | 0.46% | +634+2.8% | Added |
| Panagora Asset Management Inc | 23,394 | $2.94M | 0.02% | +3,110+15.3% | Added |
| Midland Wealth Advisors LLC | 23,339 | $2.93M | 0.18% | −2,373−9.2% | Reduced |
| Strategic Planning Group, LLC | 23,281 | $2.92M | 0.73% | +5,301+29.5% | Added |
| Louisbourg Investments Inc. | 25,749 | $2.92M | 0.81% | −2,836−9.9% | Reduced |
| Vise Technologies, Inc. | 23,190 | $2.91M | 0.57% | −6,555−22.0% | Reduced |
| Diversified Trust Co | 23,117 | $2.90M | 0.09% | −241−1.0% | Reduced |
| Leavell Investment Management, Inc. | 22,988 | $2.89M | 0.17% | −2,508−9.8% | Reduced |
| Liberty Wealth Management LLC | 22,966 | $2.88M | 0.56% | +59+0.3% | Added |
| Arden Trust Co | 22,815 | $2.87M | 0.40% | −298−1.3% | Reduced |
| Sumitomo Life Insurance Co | 22,693 | $2.85M | 0.07% | −892−3.8% | Reduced |
| Journey Advisory Group, LLC | 22,686 | $2.85M | 0.35% | −7,491−24.8% | Reduced |
| Avantax Planning Partners, Inc. | 22,642 | $2.84M | 0.09% | +8,209+56.9% | Added |
| Principal Securities, Inc. | 22,569 | $2.83M | 0.09% | +3,609+19.0% | Added |
| Schechter Investment Advisors, LLC | 22,554 | $2.83M | 0.21% | +2,707+13.6% | Added |
| Bank of New Hampshire | 22,354 | $2.81M | 0.74% | −539−2.4% | Reduced |
| Castellan Group, LLC | 22,340 | $2.81M | 1.44% | −3,554−13.7% | Reduced |
| Taylor Financial Group, Inc. | 22,304 | $2.80M | 2.13% | −695−3.0% | Reduced |
| Citadel Investment Advisory, Inc. | 22,192 | $2.79M | 1.57% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 22,071 | $2.77M | 0.04% | +548+2.5% | Added |
| Dorsey & Whitney Trust CO LLC | 22,002 | $2.76M | 0.19% | +834+3.9% | Added |
| Gilliland Jeter Wealth Management LLC | 21,959 | $2.76M | 0.96% | +2,032+10.2% | Added |
| Philadelphia Trust Co | 21,835 | $2.74M | 0.22% | +18,600+575.0% | Added |
| Weaver Capital Management LLC | 21,805 | $2.74M | 0.95% | −274−1.2% | Reduced |
| Platinum Investment Management Ltd | 21,762 | $2.73M | 0.11% | −2,381−9.9% | Reduced |
| John G Ullman & Associates Inc | 21,630 | $2.72M | 0.42% | −100−0.5% | Reduced |
| Portside Wealth Group, LLC | 21,608 | $2.71M | 0.50% | −436−2.0% | Reduced |
| Fort Sheridan Advisors LLC | 21,527 | $2.70M | 0.51% | +30+0.1% | Added |
| Itau Unibanco Holding S.A. | 21,500 | $2.70M | 0.12% | −19,603−47.7% | Reduced |
| TD Private Client Wealth LLC | 21,462 | $2.70M | 0.09% | +1,921+9.8% | Added |
| Belpointe Asset Management LLC | 21,441 | $2.69M | 0.20% | +7,027+48.8% | Added |
| KKM Financial LLC | 21,390 | $2.69M | 1.31% | +29+0.1% | Added |
| Gamco Investors, Inc. Et Al | 21,376 | $2.69M | 0.03% | −1,015−4.5% | Reduced |
| City Holding Co | 21,273 | $2.67M | 0.40% | +440+2.1% | Added |
| Alpine Woods Capital Investors, LLC | 23,484 | $2.67M | 0.53% | −6,166−20.8% | Reduced |
| Capital Advisors Inc | 21,223 | $2.67M | 0.06% | +707+3.4% | Added |
| Game Plan Financial Advisors, LLC | 21,195 | $2.66M | 1.35% | +8,593+68.2% | Added |
| Clarius Group, LLC | 21,176 | $2.66M | 0.18% | −1,984−8.6% | Reduced |
| Parkside Financial Bank & Trust | 21,121 | $2.65M | 0.43% | +3,569+20.3% | Added |
| Bollard Group LLC | 21,032 | $2.64M | 0.08% | +75+0.4% | Added |
| Callan Capital, LLC | 21,027 | $2.64M | 0.23% | +703+3.5% | Added |
| Soviero Asset Management, LP | 21,000 | $2.64M | 1.80% | +21,000 | New |
| Hudson Valley Investment Advisors Inc | 20,940 | $2.63M | 0.32% | −5,509−20.8% | Reduced |
| Mather Group, LLC. | 24,932 | $2.63M | 0.04% | −665−2.6% | Reduced |
| Aspiriant, LLC | 20,866 | $2.62M | 0.11% | −1,159−5.3% | Reduced |
| Berkshire Asset Management LLC | 20,835 | $2.62M | 0.14% | −66−0.3% | Reduced |
| Deseret Mutual Benefit Administrators | 20,818 | $2.61M | 1.31% | +2,026+10.8% | Added |
| IFP Advisors, Inc | 20,689 | $2.60M | 0.11% | −1,426−6.4% | Reduced |
| L2 Asset Management, LLC | 20,659 | $2.59M | 0.85% | +1,479+7.7% | Added |
| Brookstone Capital Management | 20,635 | $2.59M | 0.05% | +2,383+13.1% | Added |
| Caxton Associates LP | 20,565 | $2.58M | 0.18% | −9,368−31.3% | Reduced |
| Azimuth Capital Investment Management LLC | 20,525 | $2.58M | 0.11% | −495−2.4% | Reduced |
| Agate Pass Investment Management, LLC | 20,466 | $2.57M | 1.38% | +1,004+5.2% | Added |
| Abacus Wealth Partners, LLC | 20,445 | $2.57M | 0.43% | −91−0.4% | Reduced |
| Ameritas Investment Partners, Inc. | 20,433 | $2.57M | 0.09% | −711−3.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 20,363 | $2.56M | 0.27% | −2,229−9.9% | Reduced |
| Harbor Investment Advisory, LLC | 20,358 | $2.56M | 0.27% | −3,838−15.9% | Reduced |
| Essex Financial Services, Inc. | 20,356 | $2.56M | 0.24% | −929−4.4% | Reduced |
| Legal Advantage Investments, Inc. | 20,262 | $2.55M | 1.42% | +100+0.5% | Added |
| Autumn Glory Partners, LLC | 20,186 | $2.54M | 1.24% | 00.0% | Unchanged |
| Wright Investors Service Inc | 20,182 | $2.54M | 0.64% | −23,586−53.9% | Reduced |
| TrueMark Investments, LLC | 20,101 | $2.52M | 2.32% | +20,101 | New |
| Pitcairn Co | 20,017 | $2.51M | 0.16% | +669+3.5% | Added |
| Davis R M Inc | 19,978 | $2.51M | 0.05% | +411+2.1% | Added |
| E Fund Management Co., Ltd. | 19,873 | $2.50M | 0.15% | +6,191+45.2% | Added |
| Dynamic Advisor Solutions LLC | 19,780 | $2.48M | 0.08% | −58−0.3% | Reduced |
| Westmount Partners, LLC | 19,731 | $2.48M | 0.89% | +352+1.8% | Added |
| Institute for Wealth Management, LLC. | 19,633 | $2.47M | 0.32% | −370−1.8% | Reduced |
| Fulton Bank, N.A. | 19,631 | $2.47M | 0.10% | +3,164+19.2% | Added |
| KCM Investment Advisors LLC | 19,601 | $2.46M | 0.09% | −668−3.3% | Reduced |
| Bank Hapoalim BM | 19,523 | $2.45M | 0.32% | +12,407+174.4% | Added |
| Huber Capital Management LLC | 19,482 | $2.45M | 0.55% | +1,800+10.2% | Added |
| Bridges Investment Management Inc | 19,479 | $2.45M | 0.08% | 00.0% | Unchanged |
| Farmers Trust Co | 19,479 | $2.45M | 0.49% | +522+2.8% | Added |
| Moody National Bank Trust Division | 19,466 | $2.45M | 0.19% | −1,083−5.3% | Reduced |
| Sanders Morris Harris LLC | 19,460 | $2.44M | 0.46% | +1,000+5.4% | Added |
| Malaga Cove Capital, LLC | 19,450 | $2.44M | 1.00% | −315−1.6% | Reduced |
| North Star Asset Management Inc | 19,421 | $2.44M | 0.12% | −130−0.7% | Reduced |
| Spire Wealth Management | 19,405 | $2.44M | 0.07% | +799+4.3% | Added |
| Compton Wealth Advisory Group, LLC | 19,382 | $2.43M | 0.67% | 00.0% | Unchanged |
| Washington Trust Bank | 19,381 | $2.43M | 0.23% | −1,373−6.6% | Reduced |
| Diversify Advisory Services, LLC | 19,381 | $2.43M | 0.14% | +19,381 | New |
| Legacy Trust | 19,298 | $2.42M | 0.60% | +73+0.4% | Added |
| Covenant Asset Management, LLC | 19,285 | $2.42M | 0.59% | 00.0% | Unchanged |
| Wynn Capital, LLC | 19,282 | $2.42M | 1.87% | −880−4.4% | Reduced |
| Cabot Wealth Management Inc | 19,264 | $2.42M | 0.32% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 19,152 | $2.41M | 0.11% | +940+5.2% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 19,200 | $2.40M | 0.05% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 19,095 | $2.40M | 0.03% | −1,363−6.7% | Reduced |
| Centaurus Financial, Inc. | 19,016 | $2.39M | 0.17% | +3,859+25.5% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,925 | $2.38M | 1.01% | +2,847+17.7% | Added |
| Geneos Wealth Management Inc. | 18,828 | $2.37M | 0.11% | +1,092+6.2% | Added |
| Prospera Financial Services Inc | 18,755 | $2.36M | 0.07% | −4,183−18.2% | Reduced |
| Inspire Trust Co, N.A. | 18,729 | $2.35M | 1.31% | +9,540+103.8% | Added |
| JGP Wealth Management, LLC | 18,669 | $2.35M | 0.34% | −57−0.3% | Reduced |
| Scott & Selber, Inc. | 18,672 | $2.35M | 0.80% | +38+0.2% | Added |
| GFG Capital, LLC | 18,618 | $2.34M | 0.60% | +5,251+39.3% | Added |