Oracle Corp
ORCL- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001341439
In the last 90 days, Oracle Corp insiders filed 0 open-market purchases and 3 sales; 3,536 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, Q2 2024
Institutional positions in Oracle Corp as of Jun 30, 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
- 2,926
- +140 vs. Q1 2024
- Shares held
- 1.20B
- +18.8M (+1.6%) vs. Q1 2024
- Total value
- $169.3B
- +$21.3B (+14.4%) vs. Q1 2024
- New holders
- 243
- 1,243 more added
- Sold out
- 103
- 1,015 more reduced
34 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | 3,536 | $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 | 2,820 | $148.6B |
| Q4 2023 | 2,701 | $124.2B |
| Q3 2023 | 2,536 | $124.0B |
| Q2 2023 | 2,570 | $138.9B |
| Q1 2023 | 2,356 | $107.5B |
| Q4 2022 | 2,304 | $93.7B |
| Q3 2022 | 2,108 | $68.7B |
| Q2 2022 | 2,196 | $78.5B |
| Q1 2022 | 2,271 | $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, Q2 2024
Shares, value and share of portfolio for each institution holding Oracle Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 423 | $98 | 0.07% | −271−39.0% | Reduced |
| Kimelman & Baird, LLC | 5 | $706 | 0.00% | +5 | New |
| PrairieView Partners, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 7 | $1.04K | 0.00% | −9−56.3% | Reduced |
| WestEnd Advisors, LLC | 8 | $1.13K | 0.00% | −1−11.1% | Reduced |
| HWG Holdings LP | 12 | $1.69K | 0.00% | +12 | New |
| ClariVest Asset Management LLC | 13 | $1.82K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 13 | $1.84K | 0.00% | −588−97.8% | Reduced |
| Pacifica Partners Inc. | 15 | $2.17K | 0.00% | −191−92.7% | Reduced |
| Goodman Advisory Group, LLC | 19 | $2.68K | 0.00% | +19 | New |
| William B. Walkup & Associates, Inc. | 20 | $2.82K | 0.00% | +20 | New |
| Contravisory Investment Management, Inc. | 22 | $3.11K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 23 | $3.25K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 23 | $3.25K | 0.00% | +23 | New |
| JCIC Asset Management Inc. | 27 | $3.81K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 28 | $3.95K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 34 | $4.80K | 0.00% | −136−80.0% | Reduced |
| PayPay Securities Corp | 37 | $5.22K | 0.44% | −9−19.6% | Reduced |
| Chris Bulman Inc | 38 | $5.37K | 0.00% | +38 | New |
| WealthCollab, LLC | 39 | $5.51K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $5.65K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 46 | $6.00K | 0.00% | +10+27.8% | Added |
| New Millennium Group LLC | 43 | $6.07K | 0.00% | +43 | New |
| Longfellow Investment Management Co LLC | 44 | $6.21K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 44 | $6.21K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 48 | $6.78K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 50 | $7.06K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 50 | $7.06K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 70 | $9.88K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 72 | $9.98K | 0.01% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 72 | $10.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 80 | $11.3K | 0.00% | −526−86.8% | Reduced |
| Keener Financial Planning LLC | 87 | $12.0K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 88 | $12.4K | 0.00% | −29−24.8% | Reduced |
| TFC Financial Management | 93 | $13.1K | 0.00% | −1−1.1% | Reduced |
| Winch Advisory Services, LLC | 97 | $13.7K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 103 | $14.5K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 104 | $14.7K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 113 | $16.0K | 0.01% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 125 | $17.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 126 | $17.0K | 0.00% | +23+22.3% | Added |
| NewSquare Capital LLC | 125 | $17.6K | 0.00% | −75−37.5% | Reduced |
| Accordant Advisory Group Inc | 125 | $17.6K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 140 | $19.8K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 140 | $19.8K | 0.01% | +140 | New |
| Legend Financial Advisors, Inc. | 157 | $22.2K | 0.02% | −32−16.9% | Reduced |
| Provenance Wealth Advisors, LLC | 169 | $23.9K | 0.00% | −800−82.6% | Reduced |
| Kings Path Partners LLC | 169 | $23.9K | 0.01% | +169 | New |
| Creative Capital Management Investments LLC | 170 | $24.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 174 | $24.6K | 0.01% | +1+0.6% | Added |
| Guardian Wealth Management, Inc. | 176 | $24.8K | 0.02% | +1+0.6% | Added |
| BFSG, LLC | 179 | $25.3K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 189 | $26.7K | 0.02% | +189 | New |
| Valued Wealth Advisors LLC | 192 | $27.1K | 0.02% | +34+21.5% | Added |
| Barrett & Company, Inc. | 195 | $27.5K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 200 | $28.2K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 200 | $28.2K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 200 | $28.2K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $28.2K | 0.02% | – | New |
| Westend Capital Management, LLC | 202 | $28.9K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 213 | $30.1K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 215 | $30.4K | 0.02% | +215 | New |
| ZynergyRetirementPlanningLLC | 225 | $31.8K | 0.02% | +225 | New |
| RE Dickinson Investment Advisors, LLC | 232 | $32.8K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 235 | $33.2K | 0.01% | −3−1.3% | Reduced |
| Aspect Partners, LLC | 235 | $33.2K | 0.02% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 247 | $34.9K | 0.01% | +229+1,272.2% | Added |
| BBJS Financial Advisors, LLC | 250 | $35.3K | 0.01% | +250 | New |
| Rocky Mountain Advisers, LLC | 252 | $35.6K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 256 | $36.1K | 0.01% | +215+524.4% | Added |
| Alaska Permanent Fund Corp | 262 | $36.5K | 0.00% | −26−9.0% | Reduced |
| Cohen & Steers, Inc. | 259 | $37.0K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 269 | $38.0K | 0.02% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 304 | $38.2K | 0.02% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 272 | $38.4K | 0.02% | 00.0% | Unchanged |
| Tidemark, LLC | 276 | $39.0K | 0.02% | +1+0.4% | Added |
| Capula Management Ltd | 281 | $39.7K | 0.00% | +281 | New |
| Quest Partners LLC | 285 | $40.2K | 0.01% | +285 | New |
| REAP Financial Group, LLC | 289 | $40.8K | 0.01% | −513−64.0% | Reduced |
| Clear Investment Research, LLC | 294 | $41.5K | 0.05% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 299 | $42.0K | 0.01% | +1+0.3% | Added |
| Blume Capital Management, Inc. | 300 | $42.4K | 0.01% | −775−72.1% | Reduced |
| Evergreen Private Wealth LLC | 301 | $42.5K | 0.02% | −108−26.4% | Reduced |
| MB, Levis & Associates, LLC | 302 | $42.7K | 0.02% | +1+0.3% | Added |
| Redmont Wealth Advisors LLC | 319 | $45.0K | 0.07% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 323 | $45.6K | 0.02% | 00.0% | Unchanged |
| Cypress Capital, LLC | 325 | $45.9K | 0.01% | +325 | New |
| Cornerstone Planning Group LLC | 377 | $48.2K | 0.01% | +25+7.1% | Added |
| Cape Investment Advisory, Inc. | 360 | $50.8K | 0.02% | +1+0.3% | Added |
| First PREMIER Bank | 370 | $52.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 380 | $53.0K | 0.03% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 385 | $54.4K | 0.01% | −1,575−80.4% | Reduced |
| First Pacific Financial | 391 | $55.2K | 0.01% | −30−7.1% | Reduced |
| Chelsea Counsel Co | 400 | $56.5K | 0.03% | +400 | New |
| Dunhill Financial, LLC | 425 | $60.0K | 0.04% | +29+7.3% | Added |
| Legacy Bridge, LLC | 430 | $60.7K | 0.04% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 433 | $61.1K | 0.03% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 435 | $61.3K | 0.02% | +3+0.7% | Added |
| CBIZ Investment Advisory Services, LLC | 472 | $66.6K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 476 | $67.2K | 0.02% | −2,700−85.0% | Reduced |