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 |
|---|---|---|---|---|---|
| Apriem Advisors | 2,500 | $314.0K | 0.04% | +2,500 | New |
| Towercrest Capital Management | 2,498 | $313.8K | 0.05% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 2,478 | $311.3K | 0.05% | +121+5.1% | Added |
| Quantum Private Wealth, LLC | 2,464 | $309.5K | 0.11% | −22−0.9% | Reduced |
| Compass Ion Advisors, LLC | 2,462 | $309.3K | 0.04% | −6−0.2% | Reduced |
| Ewa, LLC | 2,636 | $307.5K | 0.14% | +116+4.6% | Added |
| Carmichael Hill & Associates, Inc. | 2,448 | $307.5K | 0.13% | +75+3.2% | Added |
| Hyperion Partners, LLC | 2,444 | $306.9K | 0.22% | −8−0.3% | Reduced |
| Founders Capital Management | 2,443 | $306.9K | 0.21% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 2,442 | $306.7K | 0.02% | −131−5.1% | Reduced |
| CFO4Life Group, LLC | 2,439 | $306.3K | 0.06% | +2,439 | New |
| FSA Advisors, Inc. | 2,434 | $305.7K | 0.33% | +12+0.5% | Added |
| Nepsis, Inc. | 2,428 | $305.0K | 0.08% | +2,428 | New |
| Traynor Capital Management, Inc. | 2,426 | $304.7K | 0.03% | −392−13.9% | Reduced |
| Berkeley, Inc | 2,423 | $304.4K | 0.18% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 2,417 | $303.6K | 0.07% | −11−0.5% | Reduced |
| MBA Advisors LLC | 2,416 | $303.5K | 0.16% | −143−5.6% | Reduced |
| Segment Wealth Management, LLC | 2,415 | $303.3K | 0.02% | +164+7.3% | Added |
| Endowment Wealth Management, Inc. | 2,413 | $303.1K | 0.23% | +3+0.1% | Added |
| Benedetti & Gucer, Inc. | 2,409 | $303.0K | 0.15% | −762−24.0% | Reduced |
| Wilkins Investment Counsel Inc | 2,400 | $301.5K | 0.04% | −200−7.7% | Reduced |
| Acima Private Wealth, LLC | 2,400 | $301.5K | 0.11% | −66−2.7% | Reduced |
| Marietta Investment Partners LLC | 2,400 | $301.5K | 0.07% | 00.0% | Unchanged |
| Noble Family Wealth, LLC | 2,400 | $301.5K | 0.09% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 2,397 | $301.0K | 0.04% | +2,397 | New |
| Lazard Freres Gestion S.A.S. | 2,400 | $301.0K | 0.01% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 2,390 | $300.2K | 0.04% | +2,390 | New |
| Bender Robert & Associates | 2,389 | $300.1K | 0.07% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 2,387 | $299.8K | 0.13% | −420−15.0% | Reduced |
| Sandy Cove Advisors, LLC | 2,383 | $299.3K | 0.14% | +46+2.0% | Added |
| Narwhal Capital Management | 2,383 | $299.3K | 0.03% | +2,383 | New |
| Dearborn Partners LLC | 2,382 | $299.2K | 0.01% | −348−12.7% | Reduced |
| Buttonwood Financial Advisors Inc. | 2,381 | $299.1K | 0.14% | −78−3.2% | Reduced |
| Northwest Wealth Management, LLC | 2,374 | $298.2K | 0.08% | −20−0.8% | Reduced |
| O'Dell Group, LLC | 2,366 | $297.3K | 0.07% | +2+0.1% | Added |
| Aveo Capital Partners, LLC | 2,546 | $294.8K | 0.03% | −209−7.6% | Reduced |
| Western Pacific Wealth Management, LP | 2,341 | $294.1K | 0.21% | −400−14.6% | Reduced |
| Riverstone Advisors, LLC | 2,329 | $292.5K | 0.17% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 2,329 | $292.5K | 0.22% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 2,325 | $292.0K | 0.04% | 00.0% | Unchanged |
| DSC Advisors, L.P. | 2,321 | $291.5K | 0.47% | +115+5.2% | Added |
| Alera Investment Advisors, LLC | 2,311 | $290.3K | 0.04% | +117+5.3% | Added |
| Interchange Capital Partners, LLC | 2,320 | $290.1K | 0.20% | −1,055−31.3% | Reduced |
| M3 Advisory Group, LLC | 2,305 | $289.5K | 0.26% | +2,305 | New |
| CPA Asset Management LLC | 2,303 | $289.3K | 0.16% | −500−17.8% | Reduced |
| Blue Fin Capital, Inc. | 2,301 | $289.0K | 0.06% | −77−3.2% | Reduced |
| First Dallas Securities Inc. | 2,300 | $289.0K | 0.13% | +300+15.0% | Added |
| Jmac Enterprises LLC | 2,298 | $288.7K | 0.05% | −203−8.1% | Reduced |
| ForthRight Wealth Management, LLC | 2,298 | $288.7K | 0.10% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,512 | $287.7K | 0.00% | +304+13.8% | Added |
| Shearwater Capital LLC | 2,290 | $287.6K | 0.21% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2,289 | $287.5K | 0.06% | +6+0.3% | Added |
| Levy Wealth Management Group, LLC | 2,722 | $286.9K | 0.08% | 00.0% | Unchanged |
| Jentner Corp | 2,280 | $286.4K | 0.10% | +8+0.4% | Added |
| Balboa Wealth Partners | 2,273 | $285.5K | 0.09% | +2,273 | New |
| Legacy Edge Advisors, LLC | 2,270 | $285.1K | 0.06% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 2,268 | $284.9K | 0.10% | +5+0.2% | Added |
| TCWP LLC | 2,267 | $284.8K | 0.76% | +209+10.2% | Added |
| Seldon Capital LP | 2,265 | $284.5K | 0.17% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,260 | $283.9K | 0.12% | +430+23.5% | Added |
| Rinkey Investments | 2,257 | $283.5K | 0.10% | 00.0% | Unchanged |
| Dash Acquisitions Inc. | 2,387 | $283.3K | 0.09% | +56+2.4% | Added |
| Financial Management Professionals, Inc. | 2,251 | $283.0K | 0.04% | −315−12.3% | Reduced |
| Werlinich Asset Management, LLC | 2,255 | $282.5K | 0.18% | +25+1.1% | Added |
| Widmann Financial Services, Inc. | 2,248 | $282.4K | 0.24% | 00.0% | Unchanged |
| NavPoint Financial, Inc. | 2,248 | $282.4K | 0.25% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 2,246 | $282.1K | 0.07% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 2,240 | $281.3K | 0.06% | +10.0% | Added |
| Seven Springs Wealth Group, LLC | 2,235 | $280.7K | 0.11% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 2,232 | $280.4K | 0.08% | −87−3.8% | Reduced |
| Investment Advisory Services Inc | 2,229 | $280.0K | 0.10% | +210+10.4% | Added |
| First United Bank Trust | 2,227 | $279.7K | 0.10% | +15+0.7% | Added |
| Revisor Wealth Management LLC | 2,420 | $279.6K | 0.13% | +2,420 | New |
| Wealthquest Corp | 2,225 | $279.5K | 0.03% | +99+4.7% | Added |
| CJM Wealth Advisers, Ltd. | 2,218 | $278.6K | 0.11% | 00.0% | Unchanged |
| Gibson Capital, LLC | 2,215 | $278.2K | 0.06% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 2,213 | $278.0K | 0.05% | +2,213 | New |
| Belmont Capital, LLC | 2,205 | $277.0K | 0.08% | +2,205 | New |
| ORBA Wealth Advisors, L.L.C. | 2,201 | $276.5K | 0.15% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,199 | $276.2K | 0.01% | 00.0% | Unchanged |
| Presilium Private Wealth, LLC | 2,197 | $276.0K | 0.07% | 00.0% | Unchanged |
| ODonnell Financial Services, LLC | 2,196 | $275.8K | 0.13% | +102+4.9% | Added |
| Principal Street Partners, LLC | 2,273 | $275.4K | 0.05% | +2,273 | New |
| General Partner, Inc. | 2,190 | $275.1K | 0.17% | +1,190+119.0% | Added |
| W.H. Cornerstone Investments Inc. | 2,186 | $275.0K | 0.20% | +7+0.3% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 2,189 | $275.0K | 0.25% | −148−6.3% | Reduced |
| Eagle Wealth Strategies LLC | 2,191 | $274.9K | 0.22% | −147−6.3% | Reduced |
| Clifford Group, LLC | 2,187 | $274.7K | 0.23% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 2,184 | $274.4K | 0.17% | +7+0.3% | Added |
| Glass Jacobson Investment Advisors llc | 2,182 | $274.1K | 0.10% | +20+0.9% | Added |
| Requisite Capital Management, LLC | 2,180 | $273.8K | 0.06% | 00.0% | Unchanged |
| Manchester Financial Inc | 2,167 | $272.2K | 0.07% | −100−4.4% | Reduced |
| M. Kraus & Co | 2,166 | $272.1K | 0.08% | +2,166 | New |
| Spotlight Asset Group, Inc. | 2,162 | $271.6K | 0.19% | +60+2.9% | Added |
| Berkshire Bank | 2,155 | $270.7K | 0.07% | −100−4.4% | Reduced |
| Zullo Investment Group, Inc. | 2,153 | $270.5K | 0.13% | −30−1.4% | Reduced |
| Patton Albertson Miller Group, LLC | 2,152 | $270.3K | 0.04% | 00.0% | Unchanged |
| Bowman & Co S.C. | 2,152 | $270.3K | 0.16% | 00.0% | Unchanged |
| Coordinated Financial Services, Inc. | 2,151 | $270.1K | 0.24% | +2,151 | New |
| Virtus Investment Advisers, Inc. | 2,147 | $269.7K | 0.19% | −229−9.6% | Reduced |