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
- 2,820
- +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 | 3,508 | $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 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 18,610 | $2.34M | 0.65% | +275+1.5% | Added |
| Nwam LLC | 19,507 | $2.34M | 0.19% | −16,292−45.5% | Reduced |
| Citizens National Bank Trust Department | 18,577 | $2.33M | 0.54% | +1,072+6.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 18,542 | $2.33M | 0.96% | −457−2.4% | Reduced |
| Rockline Wealth Management, LLC | 18,530 | $2.33M | 0.81% | +1,334+7.8% | Added |
| Boston Family Office LLC | 18,520 | $2.33M | 0.17% | −1,201−6.1% | Reduced |
| Three Bridge Wealth Advisors, LLC | 18,515 | $2.33M | 0.92% | −3,461−15.7% | Reduced |
| GSB Wealth Management, LLC | 18,479 | $2.32M | 0.65% | +1,728+10.3% | Added |
| Legacy Financial Advisors, Inc. | 18,452 | $2.32M | 0.42% | +2,178+13.4% | Added |
| Field & Main Bank | 18,366 | $2.31M | 0.90% | −739−3.9% | Reduced |
| HBK Sorce Advisory LLC | 18,352 | $2.31M | 0.08% | −5,120−21.8% | Reduced |
| Duff & Phelps Investment Management Co | 18,334 | $2.30M | 0.03% | +631+3.6% | Added |
| Nemes Rush Group LLC | 18,227 | $2.29M | 0.33% | +10,893+148.5% | Added |
| XML Financial, LLC | 18,215 | $2.29M | 0.23% | +46+0.3% | Added |
| Sowell Financial Services LLC | 18,129 | $2.28M | 0.11% | +2,657+17.2% | Added |
| Private Wealth Partners, LLC | 18,124 | $2.28M | 0.18% | −1,670−8.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 18,110 | $2.27M | 0.05% | +2,216+13.9% | Added |
| Insight Inv LLC | 18,038 | $2.27M | 1.97% | +55+0.3% | Added |
| Northwest Bank & Trust Co | 19,887 | $2.26M | 2.08% | +329+1.7% | Added |
| RFG Advisory, LLC | 17,999 | $2.26M | 0.08% | +1,884+11.7% | Added |
| Edmond de Rothschild Holding S.A. | 17,988 | $2.26M | 0.04% | +4,826+36.7% | Added |
| Venture Visionary Partners LLC | 17,980 | $2.26M | 0.11% | +446+2.5% | Added |
| Wedmont Private Capital | 18,306 | $2.26M | 0.16% | +1,287+7.6% | Added |
| Linden Thomas Advisory Services, LLC | 17,909 | $2.25M | 0.36% | −9,832−35.4% | Reduced |
| Trust Asset Management LLC | 17,898 | $2.25M | 0.20% | 00.0% | Unchanged |
| Caldwell Trust Co | 17,854 | $2.24M | 0.26% | +3,841+27.4% | Added |
| Venturi Wealth Management, LLC | 17,817 | $2.24M | 0.14% | +8,977+101.5% | Added |
| Pacific Sage Partners, LLC | 17,724 | $2.23M | 0.58% | +30.0% | Added |
| Washington Trust Co | 17,665 | $2.22M | 0.08% | −307−1.7% | Reduced |
| Ronald Blue Trust, Inc. | 17,656 | $2.22M | 0.03% | −1,770−9.1% | Reduced |
| David Loasby | 17,941 | $2.21M | 0.22% | +1,089+6.5% | Added |
| Eagle Rock Investment Company, LLC | 17,562 | $2.21M | 0.41% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 17,436 | $2.19M | 0.99% | −142−0.8% | Reduced |
| Fairbanks Capital Management, Inc. | 17,394 | $2.18M | 1.51% | −2,602−13.0% | Reduced |
| Lindbrook Capital, LLC | 17,372 | $2.18M | 0.20% | −1,003−5.5% | Reduced |
| Brooks, Moore & Associates, Inc. | 17,368 | $2.18M | 1.40% | +515+3.1% | Added |
| Midwest Professional Planners, LTD. | 17,323 | $2.18M | 0.76% | −1,337−7.2% | Reduced |
| NewEdge Wealth, LLC | 18,926 | $2.18M | 0.05% | −977−4.9% | Reduced |
| Citizens & Northern Corp | 17,300 | $2.17M | 0.73% | +3,543+25.8% | Added |
| Thomasville National Bank | 17,201 | $2.16M | 0.18% | −620−3.5% | Reduced |
| LM Advisors LLC | 17,177 | $2.16M | 0.34% | −24−0.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17,173 | $2.16M | 0.38% | +3,697+27.4% | Added |
| Hartline Investment Corp | 17,173 | $2.16M | 0.38% | +13,920+427.9% | Added |
| Triangle Securities Wealth Management | 17,169 | $2.16M | 0.61% | −1,373−7.4% | Reduced |
| Martin & Co Inc | 17,019 | $2.14M | 0.52% | −497−2.8% | Reduced |
| Summit Financial, LLC | 17,011 | $2.14M | 0.13% | −1,503−8.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $2.14M | 0.67% | 00.0% | Unchanged |
| L.M. Kohn & Company | 16,862 | $2.12M | 0.60% | +42+0.2% | Added |
| Chicago Partners Investment Group LLC | 18,365 | $2.11M | 0.09% | +2,671+17.0% | Added |
| Claro Advisors LLC | 16,809 | $2.11M | 0.37% | +1,275+8.2% | Added |
| Martin Capital Advisors, LLP | 16,783 | $2.11M | 1.65% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 17,251 | $2.11M | 1.16% | −30−0.2% | Reduced |
| Altman Advisors, Inc. | 16,766 | $2.10M | 1.02% | +253+1.5% | Added |
| Steel Peak Wealth Management LLC | 16,715 | $2.10M | 0.11% | −10,425−38.4% | Reduced |
| Viewpoint Capital Management LLC | 16,710 | $2.10M | 1.33% | 00.0% | Unchanged |
| Marion Wealth Management | 16,688 | $2.10M | 0.63% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 16,684 | $2.10M | 0.16% | +16,684 | New |
| VeraBank, N.A. | 16,676 | $2.09M | 0.65% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 16,599 | $2.08M | 0.82% | −491−2.9% | Reduced |
| CMT Capital Markets Trading GmbH | 16,572 | $2.08M | 0.95% | +3,105+23.1% | Added |
| Cigna Investments Inc | 16,547 | $2.08M | 0.39% | −110−0.7% | Reduced |
| World Equity Group, Inc. | 16,497 | $2.07M | 0.43% | +194+1.2% | Added |
| Optimum Investment Advisors | 16,453 | $2.07M | 0.95% | +1,045+6.8% | Added |
| Nadler Financial Group, Inc. | 16,440 | $2.07M | 0.25% | +129+0.8% | Added |
| Chesapeake Wealth Management | 16,366 | $2.06M | 0.75% | −250−1.5% | Reduced |
| Close Asset Management Ltd | 16,333 | $2.05M | 0.07% | +490+3.1% | Added |
| Carmel Capital Partners, LLC | 16,313 | $2.05M | 0.85% | −3,122−16.1% | Reduced |
| Verus Capital Partners, LLC | 16,290 | $2.05M | 0.23% | +30.0% | Added |
| Wilson & Boucher Capital Management, LLC | 16,240 | $2.04M | 1.61% | −1,400−7.9% | Reduced |
| Auto-Owners Insurance Co | 16,187 | $2.03M | 0.05% | 00.0% | Unchanged |
| Foster Group, Inc. | 16,173 | $2.03M | 0.10% | −24−0.1% | Reduced |
| Aaron Wealth Advisors | 16,139 | $2.03M | 0.29% | +1,746+12.1% | Added |
| Centric Wealth Management | 17,812 | $2.03M | 0.64% | −241−1.3% | Reduced |
| Congress Park Capital LLC | 16,121 | $2.02M | 0.90% | −1,953−10.8% | Reduced |
| Symphony Financial, Ltd. Co. | 16,090 | $2.02M | 0.47% | +8,404+109.3% | Added |
| Avitas Wealth Management LLC | 16,079 | $2.02M | 0.31% | −3,016−15.8% | Reduced |
| Semmax Financial Advisors Inc. | 17,350 | $2.02M | 0.66% | +1,934+12.5% | Added |
| Aptus Capital Advisors, LLC | 16,020 | $2.01M | 0.04% | +3,371+26.7% | Added |
| V-Square Quantitative Management LLC | 16,013 | $2.01M | 0.34% | +7,415+86.2% | Added |
| Ashton Thomas Private Wealth, LLC | 16,004 | $2.01M | 0.12% | +3,494+27.9% | Added |
| Campbell & CO Investment Adviser LLC | 15,987 | $2.01M | 0.17% | +15,987 | New |
| Biltmore Family Office, LLC | 15,971 | $2.01M | 0.40% | 00.0% | Unchanged |
| Qtron Investments LLC | 15,950 | $2.00M | 0.28% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 15,933 | $2.00M | 0.48% | +7,426+87.3% | Added |
| Cito Capital Group, LLC | 15,930 | $2.00M | 0.82% | +200+1.3% | Added |
| Mill Capital Management, LLC | 15,897 | $2.00M | 0.17% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 15,828 | $1.99M | 0.32% | +2,386+17.8% | Added |
| AIMZ Investment Advisors, LLC | 15,823 | $1.99M | 0.74% | −200−1.2% | Reduced |
| Pflug Koory, LLC | 15,805 | $1.99M | 0.98% | −50−0.3% | Reduced |
| Ascent Group, LLC | 15,768 | $1.98M | 0.17% | −2,599−14.2% | Reduced |
| Maso Capital Partners Ltd | 15,700 | $1.97M | 1.46% | +15,700 | New |
| Cascade Investment Advisors, Inc. | 15,692 | $1.97M | 1.28% | −250−1.6% | Reduced |
| Cunning Capital Partners, LP | 15,630 | $1.96M | 1.09% | 00.0% | Unchanged |
| Capital Planning LLC | 15,602 | $1.96M | 0.64% | 00.0% | Unchanged |
| RDA Financial Network | 15,510 | $1.95M | 0.67% | +2,763+21.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 15,433 | $1.94M | 0.27% | +2,984+24.0% | Added |
| Sciencast Management LP | 15,381 | $1.93M | 1.18% | +15,381 | New |
| Continuum Advisory, LLC | 16,429 | $1.92M | 0.29% | −1,090−6.2% | Reduced |
| Northstar Advisory Group, LLC | 16,418 | $1.91M | 1.16% | +10,343+170.3% | Added |
| WMS Partners, LLC | 15,212 | $1.91M | 0.13% | +249+1.7% | Added |