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; 3,538 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 | 3,538 | $188.7B |
| Q1 2026 | 3,507 | $177.8B |
| Q4 2025 | 3,779 | $242.8B |
| Q3 2025 | 3,832 | $348.7B |
| Q2 2025 | 3,630 | $271.4B |
| Q1 2025 | 3,259 | $171.9B |
| Q4 2024 | 3,356 | $204.5B |
| Q3 2024 | 3,077 | $206.6B |
| Q2 2024 | 2,926 | $169.3B |
| Q1 2024 | 2,819 | $148.6B |
| Q4 2023 | 2,700 | $124.2B |
| Q3 2023 | 2,535 | $124.0B |
| Q2 2023 | 2,569 | $138.9B |
| Q1 2023 | 2,355 | $107.5B |
| Q4 2022 | 2,303 | $93.7B |
| Q3 2022 | 2,107 | $68.7B |
| Q2 2022 | 2,195 | $78.5B |
| Q1 2022 | 2,270 | $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 |
|---|---|---|---|---|---|
| Magnolia Capital Advisors LLC | 6,739 | $774.2K | 0.65% | +518+8.3% | Added |
| Clarkston Capital Partners, LLC | 6,143 | $771.6K | 0.01% | −358−5.5% | Reduced |
| Avalon Trust Co | 6,136 | $770.7K | 0.06% | +400+7.0% | Added |
| Capital Markets Trading UK LLP | 6,123 | $769.0K | 0.56% | −3,682−37.6% | Reduced |
| Fox Run Management, L.L.C. | 6,116 | $768.2K | 0.17% | +6,116 | New |
| Hollencrest Capital Management | 6,106 | $767.0K | 0.04% | −3,650−37.4% | Reduced |
| Stockman Wealth Management, Inc. | 6,100 | $766.2K | 0.14% | −29−0.5% | Reduced |
| Donaldson Capital Management, LLC | 6,090 | $764.9K | 0.03% | +338+5.9% | Added |
| Northstar Group, Inc. | 6,082 | $764.0K | 0.15% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 6,077 | $763.3K | 0.12% | +6,077 | New |
| Davidson Investment Advisors | 6,065 | $761.8K | 0.04% | −1,175−16.2% | Reduced |
| Norris Perne & French LLP | 6,065 | $761.8K | 0.05% | +821+15.7% | Added |
| MCF Advisors LLC | 6,054 | $760.5K | 0.06% | −87−1.4% | Reduced |
| Main Street Financial Solutions, LLC | 6,048 | $759.7K | 0.08% | +235+4.0% | Added |
| Bordeaux Wealth Advisors LLC | 6,048 | $759.7K | 0.25% | +268+4.6% | Added |
| Perennial Investment Advisors, LLC | 6,042 | $758.9K | 0.12% | +537+9.8% | Added |
| Optas, LLC | 6,032 | $757.7K | 0.21% | +7+0.1% | Added |
| Zega Financial, LLC | 5,993 | $752.8K | 0.33% | +626+11.7% | Added |
| McAdam, LLC | 5,992 | $752.6K | 0.05% | −13,969−70.0% | Reduced |
| Arthur M. Cohen & Associates, LLC | 5,973 | $750.3K | 0.16% | +1,030+20.8% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 6,087 | $750.2K | 0.14% | +30.0% | Added |
| Raleigh Capital Management Inc. | 5,972 | $750.1K | 0.32% | +992+19.9% | Added |
| True North Advisors, LLC | 5,965 | $749.3K | 0.21% | +301+5.3% | Added |
| Sitrin Capital Management LLC | 5,961 | $748.8K | 0.41% | 00.0% | Unchanged |
| Insight 2811, Inc. | 5,953 | $747.8K | 0.38% | +20+0.3% | Added |
| NTV Asset Management LLC | 5,946 | $746.9K | 0.11% | +1,004+20.3% | Added |
| DGS Capital Management, LLC | 5,946 | $746.9K | 0.21% | +1,124+23.3% | Added |
| FDx Advisors, Inc. | 5,935 | $746.0K | 0.11% | −13,056−68.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 5,925 | $744.3K | 0.05% | −181−3.0% | Reduced |
| Beta Wealth Group, Inc. | 5,903 | $741.5K | 0.36% | +1,300+28.2% | Added |
| Willow Creek Wealth Management Inc. | 5,893 | $740.2K | 0.09% | +3+0.1% | Added |
| Sippican Capital Advisors | 5,878 | $738.3K | 0.57% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 5,872 | $737.6K | 0.20% | 00.0% | Unchanged |
| Everett Harris & Co | 5,869 | $737.2K | 0.01% | −100−1.7% | Reduced |
| All Terrain Financial Advisors, LLC | 5,852 | $735.1K | 0.32% | −2,000−25.5% | Reduced |
| Planning Center, Inc. | 5,843 | $734.0K | 0.16% | +12+0.2% | Added |
| Whalen Wealth Management Inc. | 5,837 | $733.2K | 0.54% | +5,837 | New |
| Professional Advisory Services Inc | 5,830 | $732.0K | 0.10% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 5,797 | $728.2K | 0.02% | −24,935−81.1% | Reduced |
| DeDora Capital, Inc. | 5,796 | $728.1K | 0.23% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 5,788 | $727.0K | 0.36% | −485−7.7% | Reduced |
| Connectus Wealth, LLC | 5,783 | $726.4K | 0.02% | −39,354−87.2% | Reduced |
| Ballast Advisors LLC | 5,779 | $725.9K | 0.24% | −29−0.5% | Reduced |
| AlphaStar Capital Management, LLC | 5,773 | $725.1K | 0.07% | +5,773 | New |
| Becker Capital Management Inc | 5,765 | $724.1K | 0.02% | −15−0.3% | Reduced |
| Mill Creek Capital Advisors, LLC | 5,764 | $724.0K | 0.02% | −575−9.1% | Reduced |
| Rappaport Reiches Capital Management, LLC | 5,757 | $723.1K | 0.23% | +2,001+53.3% | Added |
| Prairiewood Capital, LLC | 5,745 | $721.6K | 0.34% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 5,739 | $720.9K | 0.04% | +48+0.8% | Added |
| Strategic Blueprint, LLC | 5,725 | $719.1K | 0.05% | +1,153+25.2% | Added |
| Studio Investment Management LLC | 5,722 | $718.7K | 0.17% | −1,309−18.6% | Reduced |
| Charter Research & Investment Group, Inc. | 5,720 | $718.5K | 0.57% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 5,709 | $717.1K | 0.29% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 5,687 | $714.3K | 0.26% | 00.0% | Unchanged |
| McLean Asset Management Corp | 5,774 | $711.5K | 0.24% | −148−2.5% | Reduced |
| Walker Asset Management, LLC | 5,663 | $711.3K | 0.47% | +7+0.1% | Added |
| Pensionmark Financial Group, LLC | 5,662 | $711.2K | 0.10% | −1,585−21.9% | Reduced |
| Octavia Wealth Advisors, LLC | 5,658 | $710.7K | 0.11% | −207−3.5% | Reduced |
| LCNB Corp | 5,633 | $707.6K | 0.26% | −50−0.9% | Reduced |
| Beach Investment Counsel Inc | 6,700 | $706.0K | 0.09% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 5,615 | $705.3K | 0.03% | −26−0.5% | Reduced |
| Keystone Financial Group | 5,597 | $703.1K | 0.10% | −29−0.5% | Reduced |
| Prentice Wealth Management LLC | 5,565 | $699.0K | 0.24% | +199+3.7% | Added |
| SNS Financial Group, LLC | 5,554 | $697.6K | 0.08% | +221+4.1% | Added |
| Campbell Newman Asset Management Inc | 5,546 | $696.6K | 0.06% | +5,546 | New |
| Greatmark Investment Partners, Inc. | 5,545 | $696.5K | 0.10% | −36−0.6% | Reduced |
| Capital Investment Advisory Services, LLC | 5,535 | $695.3K | 0.07% | +687+14.2% | Added |
| Register Financial Advisors LLC | 5,528 | $694.4K | 0.36% | +468+9.2% | Added |
| Thoroughbred Financial Services, LLC | 5,491 | $689.0K | 0.07% | −7,323−57.1% | Reduced |
| Creative Financial Designs Inc | 5,479 | $688.2K | 0.07% | −71−1.3% | Reduced |
| AIA Group Ltd | 5,476 | $687.8K | 0.02% | +5,476 | New |
| New Century Financial Group, LLC | 5,466 | $686.6K | 0.48% | +473+9.5% | Added |
| Delta Asset Management LLC | 5,459 | $685.7K | 0.06% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 5,437 | $683.0K | 0.56% | +117+2.2% | Added |
| Mirador Capital Partners LP | 5,433 | $682.4K | 0.13% | −91−1.6% | Reduced |
| Southern Capital Advisors, LLC | 5,424 | $681.3K | 0.41% | −97−1.8% | Reduced |
| Merlin Capital LLC | 5,403 | $678.7K | 2.02% | +5,403 | New |
| Fort Point Capital Partners LLC | 5,400 | $678.3K | 0.09% | −128−2.3% | Reduced |
| Farmers National Bank | 5,389 | $676.9K | 0.20% | +51+1.0% | Added |
| Renaissance Group LLC | 5,371 | $674.7K | 0.03% | −77−1.4% | Reduced |
| PAX Financial Group, LLC | 5,371 | $674.6K | 0.14% | +21+0.4% | Added |
| MBL Wealth, LLC | 5,368 | $674.3K | 0.08% | +1,781+49.7% | Added |
| Grove Bank & Trust | 5,359 | $673.1K | 0.11% | −545−9.2% | Reduced |
| Janney Capital Management LLC | 5,329 | $669.0K | 0.04% | −800−13.1% | Reduced |
| Thrive Wealth Management, LLC | 5,317 | $667.9K | 0.14% | −1,457−21.5% | Reduced |
| StoneX Group Inc. | 5,306 | $666.5K | 0.06% | +107+2.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 5,304 | $666.3K | 0.08% | +7+0.1% | Added |
| Herold Advisors, Inc. | 5,304 | $666.3K | 0.16% | −496−8.6% | Reduced |
| Baker Ellis Asset Management LLC | 5,304 | $666.2K | 0.10% | −100−1.9% | Reduced |
| Cypress Wealth Services, LLC | 5,303 | $666.1K | 0.16% | +148+2.9% | Added |
| Alhambra Investment Partners LLC | 5,300 | $665.7K | 0.36% | −166−3.0% | Reduced |
| West Michigan Advisors, LLC | 5,294 | $665.0K | 0.22% | +2,101+65.8% | Added |
| Archford Capital Strategies, LLC | 5,291 | $664.6K | 0.11% | +93+1.8% | Added |
| Horizon Bancorp Inc | 5,290 | $664.0K | 0.32% | −23−0.4% | Reduced |
| Finivi Inc. | 5,277 | $662.8K | 0.60% | −1,419−21.2% | Reduced |
| Addison Advisors LLC | 5,266 | $661.5K | 0.23% | −472−8.2% | Reduced |
| Brave Asset Management Inc | 5,259 | $660.6K | 0.17% | −370−6.6% | Reduced |
| Financial Engines Advisors L.L.C. | 5,259 | $660.6K | 0.00% | +2,841+117.5% | Added |
| Fortitude Advisory Group L.L.C. | 5,257 | $660.3K | 0.37% | −1,165−18.1% | Reduced |
| Exchange Bank | 5,240 | $658.2K | 0.54% | −72−1.4% | Reduced |