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 |
|---|---|---|---|---|---|
| Advisory Research Inc | 7,219 | $906.8K | 0.18% | −1,088−13.1% | Reduced |
| CVA Family Office, LLC | 7,216 | $906.4K | 0.16% | −435−5.7% | Reduced |
| Cookson Peirce & Co Inc | 7,199 | $904.0K | 0.05% | −550−7.1% | Reduced |
| Birch Capital Management, LLC | 7,194 | $903.6K | 0.47% | −440−5.8% | Reduced |
| Gryphon Financial Partners LLC | 7,192 | $903.4K | 0.15% | −77−1.1% | Reduced |
| Element Capital Management LLC | 7,155 | $898.7K | 0.59% | +7,155 | New |
| CFS Investment Advisory Services, LLC | 7,153 | $898.0K | 0.15% | −64−0.9% | Reduced |
| Howard Capital Management Group, LLC | 7,136 | $896.4K | 0.07% | +356+5.3% | Added |
| First Command Advisory Services, Inc. | 7,145 | $896.1K | 0.01% | +11+0.2% | Added |
| Schwerin Boyle Capital Management Inc | 7,124 | $894.8K | 0.09% | 00.0% | Unchanged |
| BNP Paribas | 7,129 | $893.4K | 0.04% | +7,129 | New |
| D'Orazio & Associates, Inc. | 7,112 | $893.3K | 0.14% | +414+6.2% | Added |
| Douglass Winthrop Advisors, LLC | 7,103 | $892.2K | 0.02% | −7,590−51.7% | Reduced |
| Schrum Private Wealth Management LLC | 7,090 | $890.6K | 0.81% | +5,169+269.1% | Added |
| Leisure Capital Management | 7,086 | $890.1K | 0.45% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 7,067 | $887.7K | 0.24% | −382−5.1% | Reduced |
| Intellectus Partners, LLC | 7,065 | $887.5K | 0.23% | −19−0.3% | Reduced |
| TBH Global Asset Management, LLC | 7,063 | $887.2K | 0.18% | +42+0.6% | Added |
| Wealth Effects LLC | 7,050 | $885.6K | 0.33% | −15−0.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 7,044 | $884.7K | 0.08% | 00.0% | Unchanged |
| Monument Capital Management | 7,033 | $883.4K | 0.25% | −519−6.9% | Reduced |
| Parthenon LLC | 7,018 | $881.5K | 0.11% | +2,115+43.1% | Added |
| TrinityPoint Wealth, LLC | 7,004 | $879.7K | 0.15% | +84+1.2% | Added |
| ClearAlpha Technologies LP | 6,990 | $878.0K | 0.38% | +1,118+19.0% | Added |
| Ethos Financial Group, LLC | 6,976 | $876.0K | 0.17% | +2,502+55.9% | Added |
| Sabal Trust CO | 6,973 | $875.9K | 0.05% | −15−0.2% | Reduced |
| ABN AMRO Bank N.V. | 6,963 | $874.1K | 0.01% | −3,200−31.5% | Reduced |
| Consolidated Planning Corp | 6,943 | $872.1K | 0.15% | +400+6.1% | Added |
| Benjamin Edwards Inc | 6,932 | $871.0K | 0.17% | +1,311+23.3% | Added |
| Laraway Financial Inc | 6,934 | $871.0K | 0.77% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 6,933 | $870.8K | 0.07% | −322−4.4% | Reduced |
| Zhang Financial LLC | 6,922 | $869.4K | 0.06% | −2,970−30.0% | Reduced |
| American National Bank | 6,900 | $866.7K | 0.11% | −1,885−21.5% | Reduced |
| Plotkin Financial Advisors, LLC | 6,897 | $866.3K | 0.57% | −164−2.3% | Reduced |
| Forte Capital LLC | 6,896 | $866.2K | 0.11% | +30.0% | Added |
| Quadcap Wealth Management, LLC | 6,883 | $864.6K | 0.20% | −264−3.7% | Reduced |
| Arcataur Capital Management LLC | 6,879 | $864.1K | 0.31% | 00.0% | Unchanged |
| Landmark Wealth Management, LLC | 6,866 | $862.0K | 0.40% | −109−1.6% | Reduced |
| Prescott Group Capital Management, L.L.C. | 6,862 | $862.0K | 0.14% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 6,854 | $860.9K | 0.58% | +514+8.1% | Added |
| Legacy Capital Group California, Inc. | 6,829 | $857.8K | 0.32% | +80+1.2% | Added |
| Lee Financial Co | 6,788 | $852.6K | 0.14% | −34−0.5% | Reduced |
| Norwood Financial Corp | 6,775 | $851.0K | 1.23% | 00.0% | Unchanged |
| CNB Bank | 6,767 | $850.0K | 0.41% | 00.0% | Unchanged |
| Appleton Partners Inc | 6,763 | $850.0K | 0.07% | −2,505−27.0% | Reduced |
| Cedar Brook Financial Partners, LLC | 6,756 | $848.6K | 0.17% | −46−0.7% | Reduced |
| First National Bank & Trust Co of Newtown | 6,750 | $847.9K | 0.17% | −90−1.3% | Reduced |
| Sycomore Asset Management | 7,535 | $847.0K | 0.19% | −29,911−79.9% | Reduced |
| Guardian Wealth Advisors, LLC | 6,734 | $845.9K | 0.10% | +224+3.4% | Added |
| Premier Path Wealth Partners, LLC | 6,701 | $841.7K | 0.16% | +9+0.1% | Added |
| Hamilton Capital, LLC | 6,690 | $840.3K | 0.06% | −68−1.0% | Reduced |
| Crewe Advisors LLC | 6,670 | $837.8K | 0.10% | +6,670 | New |
| Ellevest, Inc. | 6,664 | $837.1K | 0.05% | +159+2.4% | Added |
| BTC Capital Management, Inc. | 6,645 | $834.7K | 0.08% | +6,645 | New |
| Northstar Asset Management LLC | 6,636 | $833.5K | 0.21% | −2,000−23.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 6,630 | $832.8K | 0.14% | +180+2.8% | Added |
| Magnus Financial Group LLC | 6,615 | $830.9K | 0.10% | −296−4.3% | Reduced |
| Rbo & Co LLC | 6,600 | $829.0K | 0.14% | 00.0% | Unchanged |
| Essex Savings Bank | 7,861 | $828.8K | 0.24% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 6,597 | $828.6K | 0.04% | −2,951−30.9% | Reduced |
| National Philanthropic Trust | 6,587 | $827.4K | 0.02% | −2,330−26.1% | Reduced |
| Armbruster Capital Management, Inc. | 6,580 | $826.5K | 0.18% | −31−0.5% | Reduced |
| Radnor Capital Management, LLC | 6,573 | $826.0K | 0.14% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 6,546 | $822.2K | 0.06% | −7,723−54.1% | Reduced |
| Aviance Capital Partners, LLC | 6,537 | $821.1K | 0.12% | +1,215+22.8% | Added |
| Gemmer Asset Management LLC | 6,529 | $820.1K | 0.10% | +9+0.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,529 | $820.0K | 0.08% | 00.0% | Unchanged |
| Key Financial Inc | 6,520 | $819.0K | 0.21% | −396−5.7% | Reduced |
| Davis Investment Partners, LLC | 6,716 | $817.7K | 0.36% | +8+0.1% | Added |
| RB Capital Management, LLC | 6,499 | $816.4K | 0.22% | +113+1.8% | Added |
| AdvisorNet Financial, Inc | 6,481 | $814.1K | 0.08% | +133+2.1% | Added |
| Centerpoint Advisors, LLC | 6,484 | $814.0K | 0.30% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 6,972 | $813.4K | 0.24% | −12,264−63.8% | Reduced |
| Davidson Trust Co | 6,475 | $813.3K | 0.47% | −115−1.7% | Reduced |
| RAM Investment Partners, LLC | 6,451 | $810.3K | 0.25% | +741+13.0% | Added |
| Ridgewood Investments LLC | 6,418 | $806.1K | 0.43% | +148+2.4% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,416 | $806.0K | 0.23% | −800−11.1% | Reduced |
| TRUE Private Wealth Advisors | 6,414 | $805.7K | 0.09% | +395+6.6% | Added |
| American Capital Advisory, LLC | 8,666 | $805.2K | 0.70% | +882+11.3% | Added |
| FWL Investment Management, LLC | 6,410 | $805.2K | 0.44% | +1,020+18.9% | Added |
| SlateStone Wealth, LLC | 6,390 | $803.0K | 0.08% | +540+9.2% | Added |
| Richwood Investment Advisors, LLC | 6,391 | $802.8K | 0.71% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 6,388 | $802.4K | 0.59% | −3,407−34.8% | Reduced |
| United Community Bank | 6,382 | $801.6K | 0.31% | +104+1.7% | Added |
| Greenwood Gearhart Inc | 6,352 | $797.9K | 0.08% | −10.0% | Reduced |
| Fca Corp | 6,346 | $797.1K | 0.26% | +6+0.1% | Added |
| Moloney Securities Asset Management, LLC | 6,341 | $796.5K | 0.12% | −40−0.6% | Reduced |
| Columbia Asset Management | 7,550 | $796.0K | 0.16% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 6,336 | $795.8K | 0.04% | −612−8.8% | Reduced |
| Cidel Asset Management Inc | 6,306 | $792.1K | 0.06% | −302−4.6% | Reduced |
| Drive Wealth Management, LLC | 6,289 | $790.0K | 0.22% | +255+4.2% | Added |
| Bridgewater Associates, LP | 6,269 | $787.4K | 0.00% | +2,435+63.5% | Added |
| Johnson Financial Group, Inc. | 6,254 | $785.6K | 0.04% | −1,048−14.4% | Reduced |
| Integrated Investment Consultants, LLC | 6,250 | $785.1K | 0.22% | +992+18.9% | Added |
| Altrius Capital Management Inc | 6,247 | $784.7K | 0.20% | −47−0.7% | Reduced |
| Act Two Investors LLC | 6,244 | $784.3K | 0.16% | +1,094+21.2% | Added |
| Western Wealth Management, LLC | 6,179 | $776.2K | 0.06% | −88−1.4% | Reduced |
| CSS LLC | 6,179 | $776.1K | 0.06% | +6,179 | New |
| Blueshift Asset Management, LLC | 6,178 | $776.0K | 0.40% | −2,613−29.7% | Reduced |
| Apeiron RIA LLC | 6,166 | $774.5K | 0.22% | −3,962−39.1% | Reduced |