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 |
|---|---|---|---|---|---|
| Ironwood Financial, llc | 4,488 | $563.7K | 0.13% | +55+1.2% | Added |
| Burton Enright Welch | 4,485 | $563.4K | 0.14% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 4,484 | $563.2K | 0.28% | +4,484 | New |
| Hara Capital LLC | 4,475 | $562.1K | 0.34% | 00.0% | Unchanged |
| Cooper Financial Group | 4,472 | $561.8K | 0.09% | −566−11.2% | Reduced |
| Seaport Global Advisors, LLC | 4,471 | $561.6K | 1.14% | +4,471 | New |
| Fielder Capital Group LLC | 4,463 | $560.6K | 0.25% | −72−1.6% | Reduced |
| JPL Wealth Management, LLC | 4,455 | $559.6K | 0.31% | +210+4.9% | Added |
| Shepherd Financial Partners LLC | 4,445 | $558.2K | 0.07% | +14+0.3% | Added |
| Burke & Herbert Bank & Trust Co | 4,437 | $557.3K | 0.42% | −972−18.0% | Reduced |
| Exchange Capital Management, Inc. | 4,432 | $556.7K | 0.09% | +256+6.1% | Added |
| Patrick M Sweeney & Associates, Inc | 4,426 | $556.0K | 0.46% | +1,629+58.2% | Added |
| Opal Wealth Advisors, LLC | 4,422 | $555.4K | 0.19% | +1,087+32.6% | Added |
| Ballast, Inc. | 4,422 | $555.4K | 0.18% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 4,411 | $554.1K | 0.29% | +106+2.5% | Added |
| Wendell David Associates Inc | 4,411 | $554.0K | 0.06% | −292−6.2% | Reduced |
| Stony Point Wealth Management Inc. | 4,407 | $553.6K | 0.24% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 4,403 | $553.1K | 0.24% | +1,592+56.6% | Added |
| Exchange Traded Concepts, LLC | 4,397 | $552.3K | 0.01% | −4,102−48.3% | Reduced |
| Heartwood Wealth Advisors LLC | 4,393 | $551.8K | 0.07% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 4,393 | $551.8K | 0.08% | +41+0.9% | Added |
| Wambolt & Associates, LLC | 4,396 | $551.6K | 0.16% | +325+8.0% | Added |
| McGowan Group Asset Management, Inc. | 4,390 | $551.4K | 0.08% | −18−0.4% | Reduced |
| West Family Investments, Inc. | 4,387 | $551.1K | 0.17% | +388+9.7% | Added |
| KPP Advisory Services LLC | 4,363 | $548.0K | 0.15% | −172−3.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,359 | $547.5K | 0.01% | +198+4.8% | Added |
| Cape Cod Five Cents Savings Bank | 4,359 | $547.5K | 0.05% | −263−5.7% | Reduced |
| Mission Creek Capital Partners, Inc. | 4,359 | $547.5K | 0.14% | +4,359 | New |
| Woodard & Co Asset Management Group Inc | 4,357 | $547.3K | 0.15% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 4,358 | $547.0K | 0.03% | −765−14.9% | Reduced |
| PFG Advisors | 4,348 | $546.2K | 0.04% | +182+4.4% | Added |
| Canton Hathaway, LLC | 4,345 | $546.0K | 0.15% | +760+21.2% | Added |
| Flynn Zito Capital Management, LLC | 4,334 | $544.4K | 0.28% | +998+29.9% | Added |
| GW Henssler & Associates Ltd | 4,334 | $544.4K | 0.03% | 00.0% | Unchanged |
| Trust Co of Kansas | 4,330 | $544.0K | 0.30% | −52−1.2% | Reduced |
| Y.D. More Investments Ltd | 4,320 | $542.6K | 0.10% | +4,219+4,177.2% | Added |
| Evanson Asset Management, LLC | 4,318 | $542.4K | 0.04% | −195−4.3% | Reduced |
| Breed's Hill Capital LLC | 4,310 | $541.4K | 0.50% | 00.0% | Unchanged |
| Red Tortoise LLC | 4,309 | $541.2K | 0.30% | +156+3.8% | Added |
| Retirement Income Solutions, Inc | 4,301 | $540.2K | 0.12% | 00.0% | Unchanged |
| One Capital Management, LLC | 4,283 | $538.0K | 0.02% | +672+18.6% | Added |
| Seeds Investor LLC | 4,271 | $536.4K | 0.49% | +1,793+72.4% | Added |
| Kowal Investment Group, LLC | 4,267 | $536.0K | 0.12% | +895+26.5% | Added |
| Beacon Financial Advisory LLC | 4,263 | $535.5K | 0.26% | +77+1.8% | Added |
| Vicus Capital | 4,251 | $533.9K | 0.05% | +4,251 | New |
| CenterStar Asset Management, LLC | 4,248 | $533.9K | 1.10% | +4,248 | New |
| Apexium Financial, LP | 4,250 | $533.9K | 0.04% | −20,657−82.9% | Reduced |
| Five Oceans Advisors | 4,250 | $533.8K | 0.27% | −15−0.4% | Reduced |
| Rosenberg Matthew Hamilton | 4,245 | $532.7K | 0.15% | −74−1.7% | Reduced |
| Wealth Group, Ltd. | 4,229 | $531.0K | 0.40% | +4,229 | New |
| Financial Partners Group, Inc | 4,223 | $530.5K | 0.08% | −750−15.1% | Reduced |
| Focused Wealth Management, Inc | 4,221 | $530.2K | 0.08% | −269−6.0% | Reduced |
| LRI Investments, LLC | 4,219 | $529.9K | 0.13% | +4,219 | New |
| Alta Advisers Ltd | 4,200 | $527.6K | 0.26% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 4,198 | $527.3K | 0.05% | +394+10.4% | Added |
| Phoenix Wealth Advisors | 4,189 | $526.2K | 0.32% | −39−0.9% | Reduced |
| Northeast Financial Consultants Inc | 4,184 | $525.6K | 0.03% | +300+7.7% | Added |
| High Note Wealth, LLC | 4,176 | $524.5K | 0.17% | 00.0% | Unchanged |
| Estabrook Capital Management | 4,167 | $523.4K | 0.08% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 4,165 | $523.2K | 0.18% | +130+3.2% | Added |
| Ade, LLC | 4,159 | $522.4K | 0.35% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 4,157 | $522.2K | 0.10% | −20.0% | Reduced |
| SRS Capital Advisors, Inc. | 4,149 | $521.2K | 0.05% | +194+4.9% | Added |
| First Affirmative Financial Network | 4,143 | $520.5K | 0.38% | +28+0.7% | Added |
| Smith, Salley & Associates | 4,143 | $520.4K | 0.04% | +43+1.0% | Added |
| Onefund, LLC | 4,135 | $518.9K | 0.62% | −67−1.6% | Reduced |
| Financial Advocates Investment Management | 4,122 | $517.7K | 0.03% | +463+12.7% | Added |
| Kaydan Wealth Management, Inc. | 4,119 | $517.4K | 0.18% | −90−2.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 4,113 | $517.0K | 0.17% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 4,093 | $514.1K | 0.29% | −1,346−24.7% | Reduced |
| Onyx Financial Advisors, LLC | 4,083 | $512.9K | 0.32% | +15+0.4% | Added |
| Northcape Wealth Management, LLC | 4,080 | $512.5K | 0.19% | −10−0.2% | Reduced |
| Hurlow Wealth Management Group, Inc. | 4,079 | $512.4K | 0.18% | 00.0% | Unchanged |
| Centennial Bank | 4,059 | $509.9K | 0.26% | 00.0% | Unchanged |
| Rebalance, LLC | 4,055 | $509.3K | 0.04% | +5+0.1% | Added |
| Capital Advisory Group Advisory Services, LLC | 4,049 | $508.6K | 0.24% | +386+10.5% | Added |
| Plimoth Trust Co LLC | 4,032 | $506.5K | 0.13% | +7+0.2% | Added |
| FMA Wealth Management, LLC | 4,029 | $506.1K | 0.42% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 4,028 | $506.0K | 0.27% | +4,028 | New |
| Clayton Financial Group LLC | 4,027 | $505.8K | 0.23% | +4,027 | New |
| Orca Investment Management, LLC | 4,025 | $505.6K | 0.47% | −573−12.5% | Reduced |
| Waypoint Capital Advisors, LLC | 4,018 | $504.7K | 0.13% | +75+1.9% | Added |
| Fundamentun, LLC | 4,013 | $504.1K | 0.05% | −651−14.0% | Reduced |
| Eukles Asset Management | 4,013 | $504.1K | 0.22% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 4,006 | $503.3K | 0.18% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 4,005 | $503.1K | 0.29% | +4,005 | New |
| Sonata Capital Group Inc | 4,000 | $502.0K | 0.23% | 00.0% | Unchanged |
| Vista Investment Management | 3,985 | $500.6K | 0.20% | −33−0.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 3,985 | $500.6K | 0.07% | +3,985 | New |
| Schneider Downs Wealth Management Advisors, LP | 3,981 | $500.1K | 0.12% | 00.0% | Unchanged |
| Navalign, LLC | 3,974 | $499.1K | 0.17% | +2+0.1% | Added |
| Houlihan Financial Resource Group, Ltd. | 3,971 | $499.0K | 0.22% | +10.0% | Added |
| SkyView Investment Advisors, LLC | 3,976 | $499.0K | 0.09% | +3,976 | New |
| High Falls Advisors, Inc | 3,960 | $497.5K | 0.13% | +10.0% | Added |
| Southland Equity Partners LLC | 3,955 | $496.8K | 0.14% | +801+25.4% | Added |
| Sunflower Bank, N.A. | 3,943 | $495.3K | 0.11% | +20+0.5% | Added |
| Invenio Wealth Partners LLC | 3,941 | $495.0K | 0.27% | +984+33.3% | Added |
| Defined Wealth Management, LLC | 3,938 | $494.7K | 0.36% | +6+0.2% | Added |
| Aberdeen Wealth Management LLC | 3,935 | $494.3K | 0.29% | −150−3.7% | Reduced |
| Intrua Financial, LLC | 3,929 | $493.5K | 0.08% | −296−7.0% | Reduced |