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 |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | 15,195 | $1.91M | 0.18% | −554−3.5% | Reduced |
| SeaCrest Wealth Management, LLC | 15,099 | $1.90M | 0.23% | −735−4.6% | Reduced |
| Cornerstone Wealth Group, LLC | 14,993 | $1.88M | 0.17% | +11,583+339.7% | Added |
| St. Johns Investment Management Company, LLC | 14,915 | $1.87M | 0.90% | +395+2.7% | Added |
| Equitable Trust Co | 14,910 | $1.87M | 0.13% | +1,578+11.8% | Added |
| Marks Group Wealth Management, Inc | 14,909 | $1.87M | 0.20% | −780−5.0% | Reduced |
| Voya Financial Advisors, Inc. | 14,936 | $1.87M | 0.21% | +2,549+20.6% | Added |
| Global Financial Private Client, LLC | 14,897 | $1.87M | 0.80% | +285+2.0% | Added |
| Alaethes Wealth LLC | 14,862 | $1.87M | 0.82% | +2,009+15.6% | Added |
| Westside Investment Management, Inc. | 14,855 | $1.87M | 0.45% | +10.0% | Added |
| Oakworth Capital, Inc. | 14,847 | $1.86M | 0.14% | −201−1.3% | Reduced |
| Independent Financial Group, LLC | 14,748 | $1.85M | 0.09% | −1,060−6.7% | Reduced |
| Walter & Keenan Financial Consulting Co | 14,676 | $1.84M | 0.60% | +433+3.0% | Added |
| Cassaday & Co Wealth Management LLC | 14,661 | $1.84M | 0.06% | −620−4.1% | Reduced |
| Icon Wealth Advisors, LLC | 14,653 | $1.84M | 0.17% | +8,882+153.9% | Added |
| Dynasty Wealth Management, LLC | 14,652 | $1.84M | 0.06% | +14,652 | New |
| Harbour Investments, Inc. | 14,575 | $1.83M | 0.06% | −161−1.1% | Reduced |
| Abundance Wealth Counselors | 14,520 | $1.82M | 0.42% | +158+1.1% | Added |
| Equitable Holdings, Inc. | 14,515 | $1.82M | 0.02% | −2,394−14.2% | Reduced |
| Bedel Financial Consulting, Inc. | 14,466 | $1.82M | 0.29% | −60−0.4% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 14,356 | $1.81M | 1.63% | −166−1.1% | Reduced |
| Trust Co | 14,369 | $1.80M | 0.24% | +11,054+333.5% | Added |
| Miracle Mile Advisors, LLC | 14,364 | $1.80M | 0.05% | +271+1.9% | Added |
| Roundview Capital LLC | 14,354 | $1.80M | 0.15% | +479+3.5% | Added |
| Great Valley Advisor Group, Inc. | 14,335 | $1.80M | 0.05% | −38,693−73.0% | Reduced |
| GAMMA Investing LLC | 14,333 | $1.80M | 0.37% | +2,786+24.1% | Added |
| SeaBridge Investment Advisors LLC | 14,221 | $1.79M | 0.47% | +6,807+91.8% | Added |
| Jacobi Capital Management LLC | 14,204 | $1.78M | 0.16% | +1,109+8.5% | Added |
| Boston Financial Mangement LLC | 14,198 | $1.78M | 0.06% | +186+1.3% | Added |
| Terry L. Blaker | 14,089 | $1.77M | 0.13% | −783−5.3% | Reduced |
| Trust Point Inc. | 14,087 | $1.77M | 0.14% | −117−0.8% | Reduced |
| Stablepoint Partners, LLC | 14,034 | $1.76M | 0.36% | +4,211+42.9% | Added |
| Wellington Wealth Strategies, LLC. | 13,988 | $1.76M | 0.84% | −6,649−32.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 13,981 | $1.76M | 0.43% | +55+0.4% | Added |
| King Wealth | 13,974 | $1.75M | 0.31% | +1,003+7.7% | Added |
| Bank of Nova Scotia Trust Co | 13,950 | $1.75M | 0.19% | −628−4.3% | Reduced |
| Advance Capital Management, Inc. | 13,945 | $1.75M | 0.12% | −942−6.3% | Reduced |
| Ontario Teachers Pension Plan Board | 13,841 | $1.74M | 0.02% | −3,035−18.0% | Reduced |
| Roberts Wealth Advisors, LLC | 14,501 | $1.74M | 0.65% | +247+1.7% | Added |
| Formidable Asset Management, LLC | 13,821 | $1.74M | 0.28% | +4,271+44.7% | Added |
| Warren Averett Asset Management, LLC | 13,807 | $1.73M | 0.04% | +6,049+78.0% | Added |
| Cable Hill Partners, LLC | 16,722 | $1.73M | 0.21% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 13,771 | $1.73M | 0.09% | +6,587+91.7% | Added |
| Unique Wealth Strategies, LLC | 13,767 | $1.73M | 0.85% | +2,844+26.0% | Added |
| Allred Capital Management, LLC | 13,737 | $1.73M | 0.67% | −270−1.9% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 13,730 | $1.72M | 2.25% | 00.0% | Unchanged |
| Smith, Moore & Co. | 13,708 | $1.72M | 0.18% | −20−0.1% | Reduced |
| Axq Capital, LP | 13,700 | $1.72M | 0.41% | +13,700 | New |
| Forum Financial Management, LP | 13,664 | $1.72M | 0.03% | −662−4.6% | Reduced |
| Prosperity Consulting Group, LLC | 13,639 | $1.71M | 0.21% | +400+3.0% | Added |
| One Wealth Advisors, LLC | 13,634 | $1.71M | 0.30% | +585+4.5% | Added |
| Headlands Technologies LLC | 13,611 | $1.71M | 0.41% | +13,611 | New |
| Insight Wealth Strategies, LLC | 13,586 | $1.71M | 0.25% | +651+5.0% | Added |
| Gold Investment Management Ltd. | 13,578 | $1.71M | 0.69% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13,575 | $1.71M | 0.37% | −220−1.6% | Reduced |
| Highline Wealth Partners LLC | 13,471 | $1.69M | 0.69% | +20+0.1% | Added |
| Vestmark Advisory Solutions, Inc. | 13,433 | $1.69M | 0.07% | +10,844+418.8% | Added |
| Hall Capital Management Co Inc | 13,432 | $1.69M | 0.83% | +107+0.8% | Added |
| Peoples Financial Services Corp. | 13,408 | $1.68M | 0.73% | −1,035−7.2% | Reduced |
| GeoWealth Management, LLC | 13,346 | $1.68M | 0.06% | +4,166+45.4% | Added |
| Missouri Trust & Investment Co | 13,290 | $1.67M | 0.64% | −1,010−7.1% | Reduced |
| Quantbot Technologies LP | 13,288 | $1.67M | 0.09% | +13,288 | New |
| Titan Global Capital Management USA LLC | 13,286 | $1.67M | 0.26% | +1,567+13.4% | Added |
| United Asset Strategies, Inc. | 13,283 | $1.67M | 0.17% | −1,917−12.6% | Reduced |
| Roman Butler Fullerton & Co | 14,547 | $1.67M | 0.62% | −169−1.1% | Reduced |
| Buckingham Capital Management, Inc. | 13,220 | $1.66M | 0.20% | +313+2.4% | Added |
| PDS Planning, Inc | 13,217 | $1.66M | 0.17% | +113+0.9% | Added |
| Tritonpoint Wealth, LLC | 15,237 | $1.66M | 0.17% | −1,139−7.0% | Reduced |
| Circle Wealth Management, LLC | 13,183 | $1.66M | 0.04% | +1,042+8.6% | Added |
| Cove Private Wealth, LLC | 13,150 | $1.65M | 1.41% | 00.0% | Unchanged |
| Wealth Alliance | 13,136 | $1.65M | 0.22% | +446+3.5% | Added |
| DSM Capital Partners LLC | 13,103 | $1.65M | 0.02% | +12,665+2,891.6% | Added |
| PBMares Wealth Management LLC | 13,092 | $1.64M | 0.43% | +278+2.2% | Added |
| Bridge Creek Capital Management LLC | 13,084 | $1.64M | 0.53% | −116−0.9% | Reduced |
| Sapient Capital LLC | 13,075 | $1.64M | 0.04% | −393−2.9% | Reduced |
| Delphi Management Inc | 13,071 | $1.64M | 1.27% | +1,454+12.5% | Added |
| Skopos Labs, Inc. | 13,063 | $1.64M | 0.71% | +50.0% | Added |
| Marcum Wealth, LLC | 12,997 | $1.63M | 0.17% | +1,044+8.7% | Added |
| Park National Corp | 12,981 | $1.63M | 0.06% | −1,377−9.6% | Reduced |
| Delta Financial Group, Inc. | 12,960 | $1.63M | 0.48% | −49−0.4% | Reduced |
| Parisi Gray Wealth Management | 12,946 | $1.63M | 0.61% | +50.0% | Added |
| Spinnaker Trust | 12,910 | $1.62M | 0.10% | −720−5.3% | Reduced |
| Massmutual Trust Co FSB | 12,838 | $1.61M | 0.05% | +5,560+76.4% | Added |
| ERn Financial, LLC | 12,831 | $1.61M | 0.28% | +93+0.7% | Added |
| Lantz Financial LLC | 12,830 | $1.61M | 0.52% | +433+3.5% | Added |
| First National Bank Sioux Falls | 12,808 | $1.61M | 0.88% | 00.0% | Unchanged |
| Boltwood Capital Management | 12,797 | $1.61M | 0.50% | −40−0.3% | Reduced |
| Atomi Financial Group, Inc. | 12,797 | $1.61M | 0.15% | −17,345−57.5% | Reduced |
| Capstone Investment Advisors, LLC | 12,795 | $1.61M | 0.03% | +12,795 | New |
| Atom Investors LP | 12,792 | $1.61M | 0.20% | +6,742+111.4% | Added |
| Altfest L J & Co Inc | 12,767 | $1.60M | 0.23% | +103+0.8% | Added |
| Cobblestone Capital Advisors LLC | 12,742 | $1.60M | 0.10% | −360−2.7% | Reduced |
| Larson Financial Group LLC | 12,705 | $1.60M | 0.12% | +10,804+568.3% | Added |
| Cypress Capital Group | 12,698 | $1.59M | 0.19% | −399−3.0% | Reduced |
| IHT Wealth Management, LLC | 12,680 | $1.59M | 0.06% | +1,118+9.7% | Added |
| Timber Creek Capital Management LLC | 12,663 | $1.59M | 0.50% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 12,661 | $1.59M | 0.09% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 12,644 | $1.59M | 0.76% | −2,276−15.3% | Reduced |
| First Interstate Bank | 12,642 | $1.59M | 0.11% | −147−1.1% | Reduced |
| Grimes & Company, Inc. | 12,632 | $1.59M | 0.05% | +1,310+11.6% | Added |