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 |
|---|---|---|---|---|---|
| Aries Wealth Management | 2,908 | $365.3K | 0.12% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 2,907 | $365.1K | 0.10% | +50+1.8% | Added |
| 1858 Wealth Management, LLC | 3,460 | $364.8K | 0.35% | 00.0% | Unchanged |
| First Citizens Financial Corp | 2,900 | $364.3K | 0.22% | −200−6.5% | Reduced |
| Brio Consultants, LLC | 2,896 | $363.8K | 0.06% | −46−1.6% | Reduced |
| Glen Eagle Advisors, LLC | 2,891 | $363.1K | 0.07% | −49−1.7% | Reduced |
| Insight Advisors, LLC | 2,885 | $362.4K | 0.07% | +108+3.9% | Added |
| Capital Market Strategies LLC | 2,881 | $361.9K | 0.28% | +31+1.1% | Added |
| Paulson Wealth Management Inc. | 2,864 | $359.7K | 0.11% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 2,849 | $358.0K | 3.25% | −66,413−95.9% | Reduced |
| Campbell Wealth Management | 2,853 | $358.0K | 0.04% | +2,853 | New |
| Round Rock Advisors, LLC | 2,833 | $355.8K | 0.09% | +55+2.0% | Added |
| Willner & Heller, LLC | 2,831 | $355.5K | 0.35% | +10+0.4% | Added |
| ICW Investment Advisors LLC | 2,829 | $355.4K | 0.16% | +400+16.5% | Added |
| JSF Financial, LLC | 2,829 | $355.3K | 0.11% | −5−0.2% | Reduced |
| Vantage Consulting Group Inc | 2,819 | $354.1K | 0.23% | +72+2.6% | Added |
| First County Bank | 2,810 | $353.0K | 0.17% | −902−24.3% | Reduced |
| Meridian Wealth Advisors, LLC | 2,809 | $352.8K | 0.07% | +24+0.9% | Added |
| Community Bank, N.A. | 2,800 | $351.7K | 0.05% | −350−11.1% | Reduced |
| Portland Global Advisors LLC | 2,800 | $351.7K | 0.05% | −200−6.7% | Reduced |
| Alpha Family Trust | 2,800 | $351.7K | 0.21% | 00.0% | Unchanged |
| RFP Financial Group LLC | 2,794 | $351.0K | 0.14% | +67+2.5% | Added |
| Acorn Financial Advisory Services Inc | 2,782 | $349.5K | 0.07% | −595−17.6% | Reduced |
| West Paces Advisors Inc. | 2,782 | $349.4K | 0.09% | +42+1.5% | Added |
| RMR Wealth Builders | 2,782 | $349.4K | 0.04% | +2,782 | New |
| Front Row Advisors LLC | 2,771 | $348.1K | 0.13% | +1,671+151.9% | Added |
| Executive Wealth Management, LLC | 2,771 | $347.8K | 0.03% | −15−0.5% | Reduced |
| Ironwood Investment Counsel, LLC | 2,766 | $347.4K | 0.06% | +2,766 | New |
| Essex LLC | 2,765 | $347.3K | 0.08% | +2+0.1% | Added |
| N.E.W. Advisory Services LLC | 2,764 | $347.2K | 0.04% | +35+1.3% | Added |
| Embree Financial Group | 2,762 | $347.0K | 0.07% | +287+11.6% | Added |
| Green Square Capital Advisors LLC | 2,762 | $346.9K | 0.05% | +2,762 | New |
| Riverpoint Wealth Management Holdings, LLC | 2,760 | $346.7K | 0.10% | +9+0.3% | Added |
| IAG Wealth Partners, LLC | 2,754 | $345.9K | 0.07% | 00.0% | Unchanged |
| Advisor OS, LLC | 2,739 | $344.1K | 0.04% | −47−1.7% | Reduced |
| Lesa Sroufe & Co | 2,736 | $344.0K | 0.32% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 2,738 | $343.9K | 0.23% | +56+2.1% | Added |
| Ted Buchan & Co | 2,735 | $343.5K | 0.21% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 2,718 | $341.4K | 0.10% | −67−2.4% | Reduced |
| Kolinsky Wealth Management, LLC | 2,716 | $341.2K | 0.26% | −1,005−27.0% | Reduced |
| IMS Capital Management | 2,711 | $340.5K | 0.16% | 00.0% | Unchanged |
| Humankind Investments LLC | 2,696 | $338.6K | 0.09% | +295+12.3% | Added |
| Smallwood Wealth Investment Management, LLC | 2,692 | $338.1K | 0.26% | +3+0.1% | Added |
| Palo Alto Wealth Advisors, LLC | 2,689 | $337.8K | 0.24% | 00.0% | Unchanged |
| Athena Investment Management | 2,681 | $336.8K | 0.20% | 00.0% | Unchanged |
| Tillman Hartley LLC | 2,681 | $336.8K | 0.12% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 2,679 | $336.5K | 0.21% | +2,679 | New |
| Diversified, LLC | 2,677 | $336.2K | 0.05% | +80+3.1% | Added |
| First Financial Corp | 2,675 | $336.0K | 0.17% | −1,328−33.2% | Reduced |
| Enterprise Bank & Trust Co | 2,665 | $334.8K | 0.11% | −355−11.8% | Reduced |
| Resurgent Financial Advisors LLC | 2,665 | $334.8K | 0.18% | +20+0.8% | Added |
| Oxbow Advisors, LLC | 2,663 | $334.5K | 0.05% | 00.0% | Unchanged |
| Callan Family Office, LLC | 2,662 | $334.4K | 0.08% | −83−3.0% | Reduced |
| Colton Groome Financial Advisors, LLC | 2,655 | $333.5K | 0.13% | −50−1.8% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,649 | $332.7K | 0.23% | +2,649 | New |
| Shoker Investment Counsel, Inc. | 2,644 | $331.9K | 0.12% | +8+0.3% | Added |
| Blue Bell Private Wealth Management, LLC | 2,637 | $331.2K | 0.07% | +5+0.2% | Added |
| Gallagher Fiduciary Advisors, LLC | 2,632 | $330.6K | 0.01% | +8+0.3% | Added |
| Family CFO Inc | 2,632 | $330.6K | 0.20% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 2,625 | $329.7K | 0.10% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 2,622 | $329.3K | 0.26% | 00.0% | Unchanged |
| Pachira Investments Inc. | 2,621 | $329.2K | 0.27% | +2,621 | New |
| Root Financial Partners, LLC | 2,619 | $329.0K | 0.10% | +2,619 | New |
| GPS Wealth Strategies Group, LLC | 2,619 | $329.0K | 0.05% | −48−1.8% | Reduced |
| Eagle Bay Advisors LLC | 2,618 | $328.8K | 0.21% | −2,069−44.1% | Reduced |
| New Republic Capital, LLC | 2,617 | $328.7K | 0.21% | −212−7.5% | Reduced |
| Sendero Wealth Management, LLC | 2,614 | $328.3K | 0.06% | −6,261−70.5% | Reduced |
| Fort, L.P. | 2,613 | $328.2K | 0.82% | −360−12.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,615 | $328.0K | 0.01% | −32−1.2% | Reduced |
| JFS Wealth Advisors, LLC | 2,611 | $327.9K | 0.03% | −59−2.2% | Reduced |
| 626 Financial, LLC | 2,606 | $327.4K | 0.20% | −106−3.9% | Reduced |
| Shufro Rose & Co LLC | 2,600 | $326.6K | 0.03% | −101−3.7% | Reduced |
| Jackson Hole Capital Partners, LLC | 2,593 | $325.7K | 0.07% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 2,592 | $325.6K | 0.06% | +115+4.6% | Added |
| Financial Council Asset Management Inc | 2,590 | $325.3K | 0.19% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 2,599 | $325.0K | 0.12% | +340+15.1% | Added |
| Hemenway Trust Co LLC | 2,586 | $324.8K | 0.03% | 00.0% | Unchanged |
| Soundmark Wealth Management, LLC | 2,582 | $324.3K | 0.14% | 00.0% | Unchanged |
| Summit X, LLC | 2,579 | $324.1K | 0.08% | +2,579 | New |
| Alta Wealth Advisors LLC | 2,577 | $323.6K | 0.16% | +4+0.2% | Added |
| Horizon Wealth Management, LLC | 2,575 | $323.5K | 0.08% | +188+7.9% | Added |
| Kelly Financial Services LLC | 2,573 | $323.2K | 0.12% | +13+0.5% | Added |
| DDFG, Inc | 2,567 | $322.4K | 0.10% | +3+0.1% | Added |
| Coppell Advisory Solutions Corp. | 2,564 | $322.1K | 0.06% | +2,564 | New |
| Stonehearth Capital Management, LLC | 2,563 | $321.9K | 0.15% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 2,562 | $321.8K | 0.05% | −1,177−31.5% | Reduced |
| Christopher J. Hasenberg, Inc | 2,561 | $321.7K | 0.16% | 00.0% | Unchanged |
| Adapt Wealth Advisors, LLC | 2,556 | $321.1K | 0.23% | +2,556 | New |
| Inspirion Wealth Advisors, LLC | 2,547 | $320.0K | 0.05% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 2,547 | $319.9K | 0.22% | +2+0.1% | Added |
| Navellier & Associates Inc | 2,544 | $319.6K | 0.04% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 2,539 | $318.9K | 0.18% | +75+3.0% | Added |
| Centurion Wealth Management LLC | 2,530 | $317.8K | 0.13% | 00.0% | Unchanged |
| Private Capital Management LLC | 2,528 | $317.5K | 0.07% | +2,528 | New |
| Old Port Advisors | 2,512 | $315.6K | 0.10% | −43−1.7% | Reduced |
| Weaver Consulting Group | 2,509 | $315.2K | 0.12% | +101+4.2% | Added |
| Ignite Planners, LLC | 2,508 | $314.7K | 0.09% | −477−16.0% | Reduced |
| Latitude Advisors, LLC | 2,504 | $314.5K | 0.20% | +275+12.3% | Added |
| New Jersey Better Educational Savings Trust | 2,500 | $314.0K | 0.59% | 00.0% | Unchanged |
| Alpha Square Group S, LLC | 2,500 | $314.0K | 0.59% | 00.0% | Unchanged |