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 |
|---|---|---|---|---|---|
| Lyell Wealth Management, LP | 3,927 | $493.2K | 0.05% | −470−10.7% | Reduced |
| Financial Perspectives, Inc | 3,919 | $492.3K | 0.19% | −4−0.1% | Reduced |
| Eclectic Associates Inc | 3,915 | $491.8K | 0.22% | −79−2.0% | Reduced |
| Tyche Wealth Partners LLC | 3,912 | $491.4K | 0.12% | +2+0.1% | Added |
| Scientech Research LLC | 3,903 | $490.3K | 0.26% | +3,903 | New |
| Vantage Financial Partners Ltd., Inc. | 3,900 | $489.9K | 0.13% | 00.0% | Unchanged |
| Bremer Bank National Association | 3,898 | $489.6K | 0.09% | −4,473−53.4% | Reduced |
| SFMG, LLC | 3,896 | $489.4K | 0.04% | +465+13.6% | Added |
| Keebeck Wealth Management, LLC | 3,894 | $489.1K | 0.07% | −151−3.7% | Reduced |
| Westwood Holdings Group Inc. | 3,895 | $489.0K | 0.00% | 00.0% | Unchanged |
| Retirement Planning Group | 3,888 | $488.4K | 0.04% | +97+2.6% | Added |
| Waypoint Wealth Partners Inc. | 3,878 | $487.1K | 0.14% | −488−11.2% | Reduced |
| Patten Group, Inc. | 3,876 | $486.9K | 0.12% | +1,206+45.2% | Added |
| Wealth Architects, LLC | 3,875 | $486.7K | 0.06% | −44−1.1% | Reduced |
| Cornerstone Wealth Management, LLC | 3,844 | $482.8K | 0.04% | +396+11.5% | Added |
| GEM Asset Management, LLC | 4,066 | $482.5K | 0.32% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 3,832 | $481.3K | 0.15% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 3,827 | $480.7K | 0.05% | +600+18.6% | Added |
| McGlone Suttner Wealth Management, Inc. | 3,824 | $480.3K | 0.09% | +184+5.1% | Added |
| Wellington Shields & Co., LLC | 3,812 | $478.8K | 0.16% | +58+1.5% | Added |
| Concord Investment Counsel Inc. | 3,805 | $477.9K | 0.17% | +3,805 | New |
| Roble, Belko & Company, Inc | 3,800 | $477.0K | 0.08% | −64−1.7% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,796 | $476.8K | 0.12% | +211+5.9% | Added |
| Affiance Financial, LLC | 3,793 | $476.4K | 0.13% | −300−7.3% | Reduced |
| Central Valley Advisors, LLC | 3,793 | $476.4K | 0.25% | −11−0.3% | Reduced |
| Garrett Wealth Advisory Group, LLC | 3,792 | $476.3K | 0.20% | 00.0% | Unchanged |
| Middleton & Co Inc | 3,780 | $474.8K | 0.05% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 3,779 | $474.7K | 0.04% | +1,237+48.7% | Added |
| Mustard Seed Financial, LLC | 3,778 | $474.5K | 0.47% | +2+0.1% | Added |
| Parkside Advisors LLC | 3,765 | $472.9K | 0.12% | +31+0.8% | Added |
| Empirical Asset Management, LLC | 3,762 | $472.6K | 0.23% | +3,762 | New |
| Perfromance Wealth Partners, LLC | 3,746 | $470.5K | 0.02% | +205+5.8% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 3,740 | $469.8K | 0.19% | +234+6.7% | Added |
| Strategic Advisors LLC | 3,738 | $469.6K | 0.09% | −1,160−23.7% | Reduced |
| Greater Midwest Financial Group, LLC | 3,726 | $468.0K | 0.29% | +10.0% | Added |
| Summit Wealth Partners, LLC | 3,722 | $467.5K | 0.10% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 3,719 | $467.1K | 0.19% | −28−0.7% | Reduced |
| Eagle Global Advisors LLC | 3,716 | $466.8K | 0.03% | +416+12.6% | Added |
| Northwest Financial Advisors | 3,712 | $466.2K | 0.51% | +2+0.1% | Added |
| Rowland & Co Investment Counsel | 3,705 | $465.4K | 0.10% | −110−2.9% | Reduced |
| E&G Advisors, LP | 3,700 | $464.8K | 0.15% | −100−2.6% | Reduced |
| Summit Financial Group Inc | 3,700 | $464.8K | 0.17% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 3,696 | $464.3K | 0.03% | −100−2.6% | Reduced |
| FirstPurpose Wealth LLC | 3,813 | $464.2K | 0.17% | +12+0.3% | Added |
| Financial Insights, Inc. | 3,675 | $461.6K | 0.13% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 3,667 | $460.6K | 0.28% | 00.0% | Unchanged |
| First International Bank & Trust | 3,667 | $460.6K | 0.16% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 3,666 | $460.5K | 0.06% | +37+1.0% | Added |
| Versant Capital Management, Inc | 3,664 | $460.2K | 0.13% | −7−0.2% | Reduced |
| One Charles Private Wealth Services, LLC | 3,662 | $460.0K | 0.20% | +2+0.1% | Added |
| Gould Asset Management LLC | 3,659 | $459.6K | 0.11% | −20−0.5% | Reduced |
| Sovereign Financial Group, Inc. | 3,657 | $459.4K | 0.12% | +413+12.7% | Added |
| Private Portfolio Partners LLC | 3,654 | $459.0K | 0.10% | −298−7.5% | Reduced |
| Wrapmanager Inc | 3,654 | $459.0K | 0.13% | +1,012+38.3% | Added |
| Index Fund Advisors, Inc. | 3,628 | $455.7K | 0.03% | −100−2.7% | Reduced |
| Heritage Investors Management Corp | 3,623 | $455.0K | 0.02% | +205+6.0% | Added |
| TriaGen Wealth Management LLC | 3,621 | $454.8K | 0.19% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 3,616 | $454.2K | 0.09% | −3,420−48.6% | Reduced |
| Heritage Wealth Management, Inc. | 3,614 | $453.9K | 0.45% | −35−1.0% | Reduced |
| Ssi Investment Management LLC | 3,613 | $453.8K | 0.03% | −34−0.9% | Reduced |
| New Covenant Trust Company, N.A. | 3,605 | $452.8K | 0.45% | +3,605 | New |
| Invictus Private Wealth, LLC | 3,600 | $452.2K | 0.04% | −260−6.7% | Reduced |
| Concentrum Wealth Management | 3,589 | $450.9K | 0.21% | +60+1.7% | Added |
| Monticello Wealth Management, LLC | 3,585 | $450.3K | 0.04% | −13,279−78.7% | Reduced |
| Atwood & Palmer Inc | 3,583 | $450.1K | 0.03% | +220+6.5% | Added |
| Cahill Financial Advisors Inc | 3,574 | $448.9K | 0.06% | +256+7.7% | Added |
| Portfolio Design Labs, LLC | 3,571 | $448.6K | 0.15% | −1,329−27.1% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,562 | $447.4K | 0.26% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,559 | $447.1K | 0.03% | −93−2.5% | Reduced |
| Signature Resources Capital Management, LLC | 4,236 | $446.6K | 0.42% | 00.0% | Unchanged |
| Karpus Management, Inc. | 3,550 | $445.9K | 0.01% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 3,550 | $445.9K | 0.18% | +50+1.4% | Added |
| Montis Financial, LLC | 3,538 | $444.4K | 0.21% | +400+12.7% | Added |
| M. Kulyk & Associates, LLC | 3,528 | $443.2K | 0.10% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 3,510 | $440.9K | 0.04% | +484+16.0% | Added |
| Lazari Capital Management, Inc. | 3,506 | $440.4K | 0.24% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 3,499 | $440.0K | 0.04% | +3,499 | New |
| Bellecapital International Ltd. | 3,499 | $439.5K | 0.10% | +265+8.2% | Added |
| Pinnacle Wealth Management Group, Inc. | 3,496 | $439.1K | 0.33% | 00.0% | Unchanged |
| Viawealth, LLC | 3,488 | $438.1K | 0.27% | +563+19.2% | Added |
| Convergence Investment Partners, LLC | 3,486 | $438.0K | 0.17% | −7,490−68.2% | Reduced |
| Monarch Capital Management Inc | 3,483 | $437.5K | 0.12% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,475 | $436.5K | 0.00% | −22−0.6% | Reduced |
| Verity & Verity, LLC | 3,466 | $435.4K | 0.05% | +139+4.2% | Added |
| Vigilare Wealth Management | 3,463 | $435.0K | 0.21% | +4+0.1% | Added |
| Windsor Capital Management, LLC | 3,449 | $433.3K | 0.13% | +3+0.1% | Added |
| Nicholas Investment Partners, LP | 3,442 | $432.4K | 0.04% | +587+20.6% | Added |
| XTX Topco Ltd | 3,438 | $431.8K | 0.06% | +3,438 | New |
| WealthPLAN Partners, LLC | 3,425 | $430.2K | 0.04% | +1,431+71.8% | Added |
| Meritage Portfolio Management | 3,412 | $429.0K | 0.03% | 00.0% | Unchanged |
| Grand Jean Capital Management Inc | 3,415 | $429.0K | 0.11% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 3,412 | $428.6K | 0.06% | +5+0.1% | Added |
| Barnes Pettey Financial Advisors, LLC | 3,411 | $428.5K | 0.37% | −11−0.3% | Reduced |
| Bristol John W & Co Inc | 3,408 | $428.1K | 0.01% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 3,404 | $427.6K | 0.02% | −272−7.4% | Reduced |
| Eagle Ridge Investment Management | 3,400 | $427.1K | 0.04% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 3,400 | $427.1K | 0.07% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 3,400 | $427.1K | 0.00% | +3,400 | New |
| Probity Advisors, Inc. | 3,390 | $425.8K | 0.09% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 3,389 | $425.7K | 0.17% | −270−7.4% | Reduced |