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 |
|---|---|---|---|---|---|
| Sargent Investment Group, LLC | 12,615 | $1.58M | 0.35% | −3,326−20.9% | Reduced |
| Quadrature Capital Ltd | 12,616 | $1.58M | 0.03% | +12,616 | New |
| International Assets Investment Management, LLC | 12,620 | $1.58M | 0.17% | +673+5.6% | Added |
| Lakeview Capital Partners, LLC | 12,607 | $1.58M | 0.26% | −551−4.2% | Reduced |
| GM Advisory Group, Inc. | 12,590 | $1.58M | 0.11% | +278+2.3% | Added |
| Auxier Asset Management | 12,583 | $1.58M | 0.24% | −90−0.7% | Reduced |
| WBH Advisory Inc | 12,566 | $1.58M | 0.16% | +598+5.0% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 12,559 | $1.58M | 0.19% | −1,850−12.8% | Reduced |
| Notis-McConarty Edward | 12,550 | $1.58M | 0.62% | −400−3.1% | Reduced |
| Northern Financial Advisors Inc | 12,536 | $1.57M | 1.23% | −327−2.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 12,454 | $1.56M | 0.03% | +12,454 | New |
| Ervin Investment Management, LLC | 12,380 | $1.56M | 1.09% | −445−3.5% | Reduced |
| Regal Investment Advisors LLC | 12,367 | $1.55M | 0.11% | −151−1.2% | Reduced |
| Proequities, Inc. | 12,350 | $1.55M | 0.10% | −50−0.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 12,344 | $1.55M | 0.45% | +150+1.2% | Added |
| Fox Hill Wealth Management | 12,330 | $1.55M | 1.04% | +156+1.3% | Added |
| Greenland Capital Management LP | 12,257 | $1.54M | 0.25% | +12,257 | New |
| Heartland Advisors Inc | 12,255 | $1.54M | 0.08% | −369−2.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 12,186 | $1.53M | 0.18% | −370−2.9% | Reduced |
| SRN Advisors, LLC | 12,156 | $1.53M | 1.19% | +1,572+14.9% | Added |
| Trueblood Wealth Management, LLC | 12,150 | $1.53M | 0.87% | −471−3.7% | Reduced |
| Cornerstone National Bank & Trust Co | 12,149 | $1.53M | 0.77% | +2,071+20.5% | Added |
| Insigneo Advisory Services, LLC | 12,147 | $1.53M | 0.18% | +2,629+27.6% | Added |
| Arjuna Capital | 12,129 | $1.52M | 0.43% | −9,112−42.9% | Reduced |
| AlphaCore Capital LLC | 12,123 | $1.52M | 0.41% | +2,589+27.2% | Added |
| Tempus Wealth Planning, LLC | 12,054 | $1.51M | 0.67% | +96+0.8% | Added |
| Graypoint LLC | 12,039 | $1.51M | 0.11% | +1,314+12.3% | Added |
| Nebula Research & Development LLC | 12,005 | $1.51M | 0.32% | +12,005 | New |
| Harvest Fund Management Co., Ltd | 11,955 | $1.50M | 0.13% | +3,751+45.7% | Added |
| Oxford Wealth Group, LLC | 11,929 | $1.50M | 1.36% | +11,929 | New |
| Central Bank & Trust Co | 11,780 | $1.48M | 0.21% | −285−2.4% | Reduced |
| Founders Financial Securities LLC | 11,768 | $1.48M | 0.16% | +1,210+11.5% | Added |
| Summit Trail Advisors, LLC | 11,742 | $1.47M | 0.04% | +981+9.1% | Added |
| Entropy Technologies, LP | 11,722 | $1.47M | 0.16% | +2,283+24.2% | Added |
| Bowen Hanes & Co Inc | 11,713 | $1.47M | 0.04% | +3,648+45.2% | Added |
| HF Advisory Group, LLC | 11,706 | $1.47M | 0.82% | +3,152+36.8% | Added |
| Pine Haven Investment Counsel, Inc | 11,705 | $1.47M | 1.29% | −20−0.2% | Reduced |
| Fagan Associates, Inc. | 11,686 | $1.47M | 0.28% | +3,220+38.0% | Added |
| Connecticut Wealth Management, LLC | 11,682 | $1.47M | 0.08% | +30.0% | Added |
| Curbstone Financial Management Corp | 11,650 | $1.46M | 0.32% | −350−2.9% | Reduced |
| Flagship Harbor Advisors, LLC | 11,585 | $1.46M | 0.09% | +30.0% | Added |
| Clark Capital Management Group, Inc. | 11,578 | $1.45M | 0.01% | −1,744−13.1% | Reduced |
| Tompkins Financial Corp | 11,547 | $1.45M | 0.16% | +9+0.1% | Added |
| Pecaut & Co. | 11,542 | $1.45M | 0.54% | +11,542 | New |
| Empire Financial Management Company, LLC | 11,533 | $1.45M | 0.48% | +5,546+92.6% | Added |
| ASB Consultores, LLC | 11,475 | $1.44M | 0.37% | +11,475 | New |
| Roberts Glore & Co Inc | 11,469 | $1.44M | 0.43% | −254−2.2% | Reduced |
| GYL Financial Synergies, LLC | 11,357 | $1.43M | 0.11% | +79+0.7% | Added |
| Pure Financial Advisors, Inc. | 11,298 | $1.42M | 0.04% | +1,170+11.6% | Added |
| Leonteq Securities AG | 11,263 | $1.41M | 0.19% | +1,841+19.5% | Added |
| EverSource Wealth Advisors, LLC | 12,430 | $1.41M | 0.11% | +506+4.2% | Added |
| Atlas Brown,Inc. | 11,245 | $1.41M | 0.51% | +10+0.1% | Added |
| First Foundation Advisors | 11,240 | $1.41M | 0.06% | −102−0.9% | Reduced |
| River & Mercantile Asset Management LLP | 11,235 | $1.41M | 0.35% | −11,500−50.6% | Reduced |
| Sender Co & Partners, Inc. | 11,210 | $1.41M | 2.42% | +11,210 | New |
| Grandfield & Dodd, LLC | 11,209 | $1.41M | 0.09% | +9+0.1% | Added |
| Kiley Juergens Wealth Management, LLC | 11,207 | $1.41M | 0.44% | −457−3.9% | Reduced |
| Conning Inc. | 11,199 | $1.41M | 0.05% | −240−2.1% | Reduced |
| Klingman & Associates, LLC | 11,198 | $1.41M | 0.10% | −10.0% | Reduced |
| Beaumont Financial Advisors, LLC | 11,155 | $1.40M | 0.12% | −82−0.7% | Reduced |
| Pinnacle West Asset Management, Inc. | 11,145 | $1.40M | 1.11% | −300−2.6% | Reduced |
| Cinctive Capital Management LP | 11,116 | $1.40M | 0.07% | +6,439+137.7% | Added |
| Boyd Wealth Management, LLC | 11,052 | $1.39M | 0.79% | 00.0% | Unchanged |
| Emfo, LLC | 11,044 | $1.39M | 1.27% | −1,500−12.0% | Reduced |
| Cubic Asset Management, LLC | 11,025 | $1.38M | 0.33% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 11,001 | $1.38M | 0.15% | −137−1.2% | Reduced |
| Visionary Wealth Advisors | 11,000 | $1.38M | 0.09% | +61+0.6% | Added |
| Auxano Advisors, LLC | 10,986 | $1.38M | 0.40% | +756+7.4% | Added |
| Independence Bank of Kentucky | 10,979 | $1.38M | 0.41% | −1,261−10.3% | Reduced |
| Keudell/Morrison Wealth Management | 10,971 | $1.38M | 0.42% | +124+1.1% | Added |
| TCG Advisory Services, LLC | 10,962 | $1.38M | 0.08% | +2,756+33.6% | Added |
| Fidelis Capital Partners, LLC | 10,955 | $1.38M | 0.21% | +1,832+20.1% | Added |
| Kathmere Capital Management, LLC | 10,906 | $1.37M | 0.16% | −355−3.2% | Reduced |
| Bogart Wealth, LLC | 10,899 | $1.37M | 0.07% | −46−0.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 10,886 | $1.37M | 0.15% | −461−4.1% | Reduced |
| Geller Advisors LLC | 10,884 | $1.37M | 0.11% | +1,121+11.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 10,841 | $1.36M | 0.49% | −758−6.5% | Reduced |
| InterOcean Capital Group, LLC | 10,747 | $1.35M | 0.03% | −2,488−18.8% | Reduced |
| Bank of Stockton | 10,700 | $1.34M | 0.41% | +305+2.9% | Added |
| Mechanics Financial Corp | 10,698 | $1.34M | 0.70% | +3,340+45.4% | Added |
| Avestar Capital, LLC | 10,650 | $1.34M | 0.15% | +1,799+20.3% | Added |
| KRS Capital Management, LLC | 10,642 | $1.34M | 1.08% | +17+0.2% | Added |
| Steward Partners Investment Solutions, LLC | 10,633 | $1.34M | 0.22% | −410−3.7% | Reduced |
| BSW Wealth Partners | 10,632 | $1.34M | 0.23% | +754+7.6% | Added |
| FinTrust Capital Advisors, LLC | 10,559 | $1.33M | 0.26% | +1,507+16.6% | Added |
| Miller Investment Management, LP | 10,543 | $1.32M | 0.17% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 10,535 | $1.32M | 0.14% | 00.0% | Unchanged |
| Operose Advisors LLC | 10,523 | $1.32M | 0.45% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 10,523 | $1.32M | 0.37% | +10.0% | Added |
| Ifrah Financial Services, Inc. | 10,496 | $1.32M | 0.37% | −3,161−23.1% | Reduced |
| Austin Private Wealth, LLC | 10,435 | $1.32M | 0.15% | −2,910−21.8% | Reduced |
| Assetmark, Inc | 10,450 | $1.31M | 0.00% | +787+8.1% | Added |
| Tevis Investment Management | 10,440 | $1.31M | 1.12% | −125−1.2% | Reduced |
| Level Four Advisory Services, LLC | 12,383 | $1.31M | 0.07% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 10,378 | $1.30M | 0.06% | −184−1.7% | Reduced |
| Arlington Trust Co LLC | 10,377 | $1.30M | 0.33% | −55−0.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 10,365 | $1.30M | 0.01% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 10,346 | $1.30M | 0.07% | −14,441−58.3% | Reduced |
| Northern Oak Wealth Management Inc | 10,335 | $1.30M | 0.15% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 10,330 | $1.30M | 0.19% | +447+4.5% | Added |