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 |
|---|---|---|---|---|---|
| Davis Capital Management | 8,646 | $1.08M | 0.97% | −233−2.6% | Reduced |
| Sage Mountain Advisors LLC | 8,637 | $1.08M | 0.11% | +355+4.3% | Added |
| Ambassador Advisors, LLC | 8,622 | $1.08M | 0.20% | +4,869+129.7% | Added |
| Ami Investment Management Inc | 8,619 | $1.08M | 0.39% | −1,598−15.6% | Reduced |
| Smart Portfolios, LLC | 8,615 | $1.08M | 1.14% | +200+2.4% | Added |
| Bigelow Investment Advisors, LLC | 8,587 | $1.08M | 0.53% | −49−0.6% | Reduced |
| Global Trust Asset Management, LLC | 8,584 | $1.08M | 0.44% | −85−1.0% | Reduced |
| Duncker Streett & Co Inc | 8,578 | $1.08M | 0.21% | −1,000−10.4% | Reduced |
| Investment Partners Asset Management, Inc. | 8,570 | $1.08M | 0.97% | −250−2.8% | Reduced |
| Mengis Capital Management, Inc. | 8,570 | $1.08M | 0.17% | 00.0% | Unchanged |
| Associated Banc-Corp | 8,565 | $1.08M | 0.03% | −20.0% | Reduced |
| Osborne Partners Capital Management, LLC | 8,551 | $1.07M | 0.07% | −397−4.4% | Reduced |
| Brown Capital Management LLC | 8,540 | $1.07M | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 8,517 | $1.07M | 0.32% | +1,666+24.3% | Added |
| Keel Point, LLC | 8,509 | $1.07M | 0.11% | +3,196+60.2% | Added |
| BIP Wealth, LLC | 8,503 | $1.07M | 0.08% | +2,134+33.5% | Added |
| Texas Capital Bancshares Inc | 8,442 | $1.06M | 0.48% | +2,482+41.6% | Added |
| Inscription Capital, LLC | 8,438 | $1.06M | 0.17% | +2,584+44.1% | Added |
| Excalibur Management Corp | 8,436 | $1.06M | 0.45% | +152+1.8% | Added |
| Proffitt & Goodson Inc | 8,429 | $1.06M | 0.19% | −3,869−31.5% | Reduced |
| Waterloo Capital, L.P. | 8,424 | $1.06M | 0.14% | +2,703+47.2% | Added |
| Armstrong Advisory Group, Inc | 10,023 | $1.06M | 0.10% | 00.0% | Unchanged |
| Dover Advisors, LLC | 8,394 | $1.05M | 0.72% | +2,264+36.9% | Added |
| Cim Investment Mangement Inc | 8,384 | $1.05M | 0.31% | 00.0% | Unchanged |
| Exane Asset Management | 8,350 | $1.05M | 0.81% | +8,350 | New |
| RW Investment Management LLC | 8,335 | $1.05M | 0.15% | −854−9.3% | Reduced |
| Regatta Capital Group, LLC | 8,326 | $1.05M | 0.24% | +114+1.4% | Added |
| Atlas Capital Advisors LLC | 8,326 | $1.05M | 0.16% | +310+3.9% | Added |
| Astoria Portfolio Advisors LLC. | 8,689 | $1.04M | 0.40% | +438+5.3% | Added |
| Smartleaf Asset Management LLC | 8,304 | $1.04M | 0.20% | +4,157+100.2% | Added |
| First Commonwealth Financial Corp | 8,255 | $1.04M | 0.28% | −246−2.9% | Reduced |
| Knuff & Co LLC | 8,252 | $1.04M | 0.35% | 00.0% | Unchanged |
| Howland Capital Management LLC | 8,242 | $1.04M | 0.05% | −678−7.6% | Reduced |
| Morton Capital Management LLC | 8,221 | $1.03M | 0.28% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 8,219 | $1.03M | 0.31% | +443+5.7% | Added |
| Montecito Bank & Trust | 8,177 | $1.03M | 0.21% | −340−4.0% | Reduced |
| Perritt Capital Management Inc | 8,161 | $1.03M | 0.55% | −28−0.3% | Reduced |
| Union Savings Bank | 8,137 | $1.02M | 0.53% | −65−0.8% | Reduced |
| Arkadios Wealth Advisors | 8,094 | $1.02M | 0.08% | +290+3.7% | Added |
| Meritas Wealth Management, LLC | 8,090 | $1.02M | 0.71% | −15−0.2% | Reduced |
| Shell Asset Management Co | 7,141 | $1.01M | 0.05% | +854+13.6% | Added |
| Gray Private Wealth, LLC | 8,014 | $1.01M | 0.66% | +8,014 | New |
| Phillips Wealth Planners LLC | 8,336 | $1.01M | 1.16% | +1,734+26.3% | Added |
| Clal Insurance Enterprises Holdings Ltd | 8,000 | $1.00M | 0.01% | +2,000+33.3% | Added |
| Gibbs Wealth Management | 7,982 | $1.00M | 0.58% | +7,982 | New |
| Plante Moran Financial Advisors, LLC | 7,938 | $997.1K | 0.11% | −120−1.5% | Reduced |
| United Bank | 7,935 | $996.7K | 0.12% | 00.0% | Unchanged |
| Garde Capital, Inc. | 7,937 | $996.0K | 0.07% | +1,000+14.4% | Added |
| WealthTrust Axiom LLC | 7,911 | $993.7K | 0.32% | +100+1.3% | Added |
| 180 Wealth Advisors, LLC | 7,889 | $991.0K | 0.18% | +15+0.2% | Added |
| Zuckerman Investment Group, LLC | 7,877 | $989.4K | 0.11% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 7,865 | $987.9K | 0.52% | +7,865 | New |
| FRG Family Wealth Advisors LLC | 8,661 | $985.2K | 0.19% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 7,843 | $985.1K | 0.69% | +19+0.2% | Added |
| Focus Financial Network, Inc. | 8,455 | $980.7K | 0.05% | +8,455 | New |
| Moss Adams Wealth Advisors LLC | 7,775 | $976.6K | 0.16% | +3,928+102.1% | Added |
| Old Mission Investment Co LLC | 7,775 | $976.6K | 0.32% | +20.0% | Added |
| Sunbelt Securities, Inc. | 7,758 | $974.5K | 0.11% | +357+4.8% | Added |
| Capital Advisors, Ltd. LLC | 7,741 | $972.0K | 0.13% | +34+0.4% | Added |
| JNBA Financial Advisors | 7,721 | $969.8K | 0.10% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 7,750 | $967.9K | 0.06% | +236+3.1% | Added |
| Plancorp, LLC | 7,669 | $963.3K | 0.04% | +652+9.3% | Added |
| Ridgecrest Wealth Partners, LLC | 7,664 | $962.7K | 0.57% | 00.0% | Unchanged |
| S.A. Mason LLC | 7,624 | $957.6K | 0.58% | +4+0.1% | Added |
| Emprise Bank | 7,614 | $956.4K | 0.64% | +7,614 | New |
| Hoylecohen, LLC | 7,564 | $950.1K | 0.07% | −75−1.0% | Reduced |
| Stevens Capital Management LP | 7,560 | $950.0K | 0.18% | +7,560 | New |
| Robertson Stephens Wealth Management, LLC | 7,540 | $947.1K | 0.05% | +2,283+43.4% | Added |
| BancorpSouth Bank | 7,539 | $947.0K | 0.07% | −160−2.1% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 7,516 | $944.1K | 0.60% | −435−5.5% | Reduced |
| Goelzer Investment Management, Inc. | 7,492 | $941.1K | 0.05% | +1,500+25.0% | Added |
| McMorgan & Co LLC | 7,489 | $940.7K | 0.16% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 7,478 | $939.3K | 0.13% | −1,260−14.4% | Reduced |
| Northeast Investment Management | 7,472 | $938.6K | 0.05% | −13−0.2% | Reduced |
| Catalytic Wealth RIA, LLC | 7,469 | $938.2K | 0.19% | +780+11.7% | Added |
| Landaas & Co | 7,464 | $938.0K | 0.31% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 7,451 | $935.9K | 0.06% | +7,451 | New |
| Heritage Investment Group, Inc. | 7,422 | $932.0K | 0.19% | +1,309+21.4% | Added |
| Richard W. Paul & Associates, LLC | 7,419 | $931.9K | 0.37% | −51−0.7% | Reduced |
| Gerber, LLC | 7,401 | $929.7K | 0.78% | +10.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 7,393 | $928.6K | 0.11% | −365−4.7% | Reduced |
| Mayflower Financial Advisors, LLC | 7,390 | $928.2K | 0.16% | +29+0.4% | Added |
| Hilltop Holdings Inc. | 7,387 | $927.9K | 0.10% | −216−2.8% | Reduced |
| Sigma Investment Counselors Inc | 7,385 | $927.6K | 0.06% | −171−2.3% | Reduced |
| Beaton Management Co. Inc. | 7,369 | $926.0K | 0.50% | −2,000−21.3% | Reduced |
| Tranquilli Financial Advisor LLC | 7,370 | $925.7K | 0.62% | −329−4.3% | Reduced |
| Traphagen Investment Advisors LLC | 7,337 | $921.6K | 0.10% | +14+0.2% | Added |
| Gabelli Funds LLC | 7,331 | $920.8K | 0.01% | −496−6.3% | Reduced |
| Kirtland Hills Capital Management, LLC | 7,841 | $920.6K | 0.79% | +7,841 | New |
| Pointe Capital Management LLC | 7,328 | $920.5K | 0.57% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 7,324 | $920.0K | 0.07% | +7,324 | New |
| FSM Wealth Advisors, LLC | 7,324 | $919.9K | 0.33% | +72+1.0% | Added |
| Bath Savings Trust Co | 7,318 | $919.2K | 0.10% | −167−2.2% | Reduced |
| Silicon Valley Capital Partners | 7,294 | $916.2K | 0.14% | +25+0.3% | Added |
| Confluence Wealth Services, Inc. | 7,286 | $915.2K | 0.08% | +343+4.9% | Added |
| Barton Investment Management | 7,275 | $913.8K | 0.11% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 7,268 | $912.9K | 0.12% | −605−7.7% | Reduced |
| LBMC Investment Advisors, LLC | 7,263 | $912.3K | 0.08% | 00.0% | Unchanged |
| Stableford Capital II LLC | 7,242 | $909.7K | 0.37% | −1,102−13.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 7,223 | $907.2K | 0.21% | 00.0% | Unchanged |