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 |
|---|---|---|---|---|---|
| IAM Advisory, LLC | 1,611 | $202.3K | 0.06% | +1,611 | New |
| LJI Wealth Management, LLC | 1,610 | $202.2K | 0.05% | −3,273−67.0% | Reduced |
| Strata Wealth Advisors, LLC | 1,610 | $202.2K | 0.07% | +1,610 | New |
| Cherry Creek Investment Advisors, Inc. | 1,604 | $201.5K | 0.11% | +1,604 | New |
| Alpine Global Management, LLC | 1,601 | $201.1K | 0.04% | +1,601 | New |
| Ionic Capital Management LLC | 1,600 | $201.0K | 0.12% | −1,400−46.7% | Reduced |
| Pingora Partners LLC | 1,600 | $201.0K | 0.15% | 00.0% | Unchanged |
| Transform Wealth, LLC | 1,598 | $200.8K | 0.02% | +1,598 | New |
| UMA Financial Services, Inc. | 1,663 | $200.6K | 0.04% | +1,663 | New |
| TSFG, LLC | 1,595 | $200.0K | 0.05% | −75−4.5% | Reduced |
| ICONIQ Capital, LLC | 1,592 | $200.0K | 0.00% | +1,592 | New |
| M&R Capital Management Inc | 1,584 | $199.0K | 0.05% | −1,048−39.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,577 | $198.1K | 0.04% | +1+0.1% | Added |
| Compass Wealth Management LLC | 1,569 | $197.1K | 0.05% | −180−10.3% | Reduced |
| Tacita Capital Inc | 1,565 | $196.6K | 0.14% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,554 | $195.1K | 0.10% | +816+110.6% | Added |
| Clean Yield Group | 1,552 | $194.9K | 0.08% | 00.0% | Unchanged |
| Newton One Investments LLC | 1,524 | $191.5K | 0.08% | +5+0.3% | Added |
| Jamison Private Wealth Management, Inc. | 1,520 | $190.9K | 0.03% | +1,246+454.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 1,517 | $190.6K | 0.07% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 1,501 | $188.5K | 0.04% | −100−6.2% | Reduced |
| Planning Capital Management Corp | 1,479 | $185.8K | 0.14% | −231−13.5% | Reduced |
| Bangor Savings Bank | 1,470 | $184.6K | 0.02% | −886−37.6% | Reduced |
| Bellevue Asset Management, LLC | 1,461 | $183.5K | 0.10% | −230−13.6% | Reduced |
| Acropolis Investment Management, LLC | 1,453 | $182.5K | 0.01% | −2−0.1% | Reduced |
| Pacific Center for Financial Services | 1,429 | $179.5K | 0.05% | −81−5.4% | Reduced |
| JJJ Advisors Inc. | 1,416 | $177.9K | 0.04% | +49+3.6% | Added |
| Piscataqua Savings Bank | 1,404 | $176.4K | 0.16% | −20−1.4% | Reduced |
| Wellington Shields Capital Management, LLC | 1,395 | $175.2K | 0.03% | +100+7.7% | Added |
| Kiely Wealth Advisory Group, Inc. | 1,500 | $175.0K | 0.10% | 00.0% | Unchanged |
| Riverview Trust Co | 1,370 | $172.1K | 0.13% | +1,370 | New |
| Covestor Ltd | 1,329 | $167.0K | 0.11% | +347+35.3% | Added |
| Country Trust Bank | 1,306 | $164.0K | 0.00% | +62+5.0% | Added |
| Wolff Wiese Magana LLC | 1,294 | $162.5K | 0.14% | +1+0.1% | Added |
| Creekmur Asset Management LLC | 1,288 | $161.8K | 0.06% | −175−12.0% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 1,272 | $159.8K | 0.13% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,258 | $158.0K | 0.05% | +980+352.5% | Added |
| Solstein Capital, LLC | 1,256 | $157.8K | 0.11% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,229 | $154.4K | 0.06% | +4+0.3% | Added |
| Kozak & Associates, Inc. | 1,229 | $150.1K | 0.04% | +9+0.7% | Added |
| Pin Oak Investment Advisors Inc | 1,191 | $150.0K | 0.14% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,193 | $149.9K | 0.05% | −1,191−50.0% | Reduced |
| Brown Shipley& Co Ltd | 1,183 | $148.5K | 0.05% | −170−12.6% | Reduced |
| DT Investment Partners, LLC | 1,171 | $147.1K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,169 | $146.8K | 0.01% | +798+215.1% | Added |
| Ruedi Wealth Management, Inc. | 1,167 | $146.5K | 0.06% | +2+0.2% | Added |
| Tradewinds Capital Management, LLC | 1,096 | $137.7K | 0.04% | +1,000+1,041.7% | Added |
| Bell Investment Advisors, Inc | 1,076 | $135.2K | 0.03% | +40+3.9% | Added |
| Blume Capital Management, Inc. | 1,075 | $135.0K | 0.03% | −480−30.9% | Reduced |
| Wetzel Investment Advisors, Inc. | 1,163 | $134.9K | 0.08% | −152−11.6% | Reduced |
| Burkett Financial Services, LLC | 1,065 | $133.8K | 0.07% | +4+0.4% | Added |
| Mendota Financial Group, LLC | 1,061 | $133.3K | 0.08% | −564−34.7% | Reduced |
| Cranbrook Wealth Management, LLC | 1,055 | $132.5K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,040 | $130.6K | 0.02% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 1,040 | $130.6K | 0.10% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,020 | $128.1K | 0.11% | +50+5.2% | Added |
| Hall Laurie J Trustee | 1,000 | $126.0K | 0.04% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 1,000 | $125.6K | 0.02% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 994 | $124.9K | 0.07% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 993 | $124.8K | 0.07% | +2+0.2% | Added |
| City State Bank | 972 | $122.0K | 0.05% | +22+2.3% | Added |
| Provenance Wealth Advisors, LLC | 969 | $121.7K | 0.02% | +769+384.5% | Added |
| Transamerica Financial Advisors, Inc. | 961 | $121.0K | 0.01% | −3,680−79.3% | Reduced |
| Gould Capital, LLC | 932 | $117.1K | 0.08% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 929 | $116.7K | 0.02% | −1−0.1% | Reduced |
| ORG Partners LLC | 928 | $116.5K | 0.22% | −5,609−85.8% | Reduced |
| Hanson & Doremus Investment Management | 921 | $116.0K | 0.02% | +137+17.5% | Added |
| Naples Money Management LLC | 888 | $111.5K | 0.11% | −3−0.3% | Reduced |
| Elgethun Capital Management | 877 | $110.5K | 0.03% | +2+0.2% | Added |
| Gables Capital Management Inc. | 872 | $109.5K | 0.06% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 869 | $109.2K | 0.17% | +2+0.2% | Added |
| Natixis Investment Managers International | 865 | $108.7K | 0.01% | −114−11.6% | Reduced |
| Abound Wealth Management | 842 | $105.7K | 0.04% | +14+1.7% | Added |
| Paladin Advisory Group, LLC | 837 | $105.0K | 0.08% | 00.0% | Unchanged |
| Standard Family Office LLC | 833 | $104.6K | 0.14% | +833 | New |
| GW&K Investment Management, LLC | 826 | $104.0K | 0.00% | −43−4.9% | Reduced |
| Strengthening Families & Communities, LLC | 827 | $104.0K | 0.06% | +1+0.1% | Added |
| SJS Investment Consulting Inc. | 823 | $103.3K | 0.02% | +394+91.8% | Added |
| BKM Wealth Management, LLC | 808 | $101.5K | 0.04% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 802 | $100.7K | 0.03% | −508−38.8% | Reduced |
| Stuart Chaussee & Associates, Inc. | 800 | $100.5K | 0.03% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 800 | $100.5K | 0.07% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 789 | $99.1K | 0.04% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 764 | $96.0K | 0.03% | −5−0.7% | Reduced |
| Core Wealth Advisors, Inc. | 750 | $94.2K | 0.03% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 719 | $90.3K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 706 | $88.7K | 0.04% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 700 | $88.4K | 0.03% | −493−41.3% | Reduced |
| Mascoma Wealth Management LLC | 701 | $88.1K | 0.03% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 694 | $88.0K | 0.06% | +1+0.1% | Added |
| GoalVest Advisory LLC | 700 | $87.9K | 0.03% | +700 | New |
| Centiva Capital, LP | 687 | $86.3K | 0.00% | −296−30.1% | Reduced |
| Bellevue Group AG | 677 | $85.0K | 0.00% | +223+49.1% | Added |
| Carolinas Wealth Consulting LLC | 669 | $84.0K | 0.02% | −14,030−95.4% | Reduced |
| True Wealth Design, LLC | 661 | $83.0K | 0.02% | +240+57.0% | Added |
| Bruce G. Allen Investments, LLC | 660 | $82.9K | 0.07% | −78−10.6% | Reduced |
| LifeSteps Financial, Inc. | 658 | $82.7K | 0.06% | +658 | New |
| Pension & Wealth Management Advisors, Inc. | 650 | $81.6K | 0.05% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 618 | $77.6K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 606 | $76.1K | 0.03% | +606 | New |