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; 3,537 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
- 2,927
- +141 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
- 244
- 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 | 3,537 | $188.7B |
| Q1 2026 | 3,508 | $177.8B |
| Q4 2025 | 3,780 | $242.8B |
| Q3 2025 | 3,833 | $348.7B |
| Q2 2025 | 3,631 | $271.4B |
| Q1 2025 | 3,260 | $171.9B |
| Q4 2024 | 3,357 | $204.5B |
| Q3 2024 | 3,078 | $206.6B |
| Q2 2024 | 2,927 | $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 |
|---|---|---|---|---|---|
| Ironwood Financial, llc | 4,488 | $633.7K | 0.14% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 4,497 | $635.0K | 0.06% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 4,500 | $635.4K | 0.20% | +11+0.2% | Added |
| Phoenix Wealth Advisors | 4,504 | $635.9K | 0.32% | +315+7.5% | Added |
| Janney Capital Management LLC | 4,507 | $636.0K | 0.04% | −822−15.4% | Reduced |
| Frisch Financial Group, Inc. | 4,513 | $637.0K | 0.19% | −7−0.2% | Reduced |
| Retirement Income Solutions, Inc | 4,533 | $640.1K | 0.15% | +232+5.4% | Added |
| LifePro Asset Management | 4,545 | $641.7K | 0.46% | −71−1.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 4,552 | $642.0K | 0.04% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 4,566 | $645.0K | 0.09% | −291−6.0% | Reduced |
| Campion Asset Management LLC | 4,575 | $646.0K | 0.51% | −75−1.6% | Reduced |
| Evermay Wealth Management LLC | 4,579 | $646.6K | 0.10% | 00.0% | Unchanged |
| Bank & Trust Co | 4,589 | $648.0K | 0.55% | +4,589 | New |
| Per Stirling Capital Management, LLC. | 4,593 | $648.6K | 0.10% | +3+0.1% | Added |
| Alan B. Lancz & Associates, Inc. | 4,594 | $648.7K | 0.64% | +4,594 | New |
| Ransom Advisory, Ltd | 4,596 | $649.0K | 0.33% | +568+14.1% | Added |
| American Planning Services, Inc. | 4,600 | $649.5K | 0.46% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 4,605 | $650.2K | 0.08% | +160+3.6% | Added |
| Macroview Investment Management LLC | 4,651 | $656.8K | 0.70% | +16+0.3% | Added |
| Channel Wealth LLC | 4,654 | $657.1K | 0.24% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 4,659 | $657.9K | 0.19% | +64+1.4% | Added |
| Zions Bancorporation, N.A. | 4,667 | $659.0K | 0.05% | −476−9.3% | Reduced |
| Oxford Asset Management LLP | 4,670 | $659.4K | 0.65% | +4,670 | New |
| Bremer Bank National Association | 4,685 | $661.5K | 0.13% | +787+20.2% | Added |
| Verity Asset Management, Inc. | 4,711 | $665.2K | 0.26% | +148+3.2% | Added |
| Buffington Mohr McNeal | 4,717 | $666.0K | 0.12% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 4,736 | $668.8K | 0.19% | +9+0.2% | Added |
| Lodestone Wealth Management LLC | 4,741 | $669.4K | 0.36% | −17−0.4% | Reduced |
| Lodestar Private Asset Management LLC | 4,746 | $670.1K | 0.09% | −40−0.8% | Reduced |
| Security Financial Services, INC. | 4,766 | $673.0K | 0.15% | +20.0% | Added |
| Winthrop Advisory Group LLC | 4,769 | $673.4K | 0.09% | +376+8.6% | Added |
| Modern Wealth Management, LLC | 4,783 | $675.3K | 0.05% | +174+3.8% | Added |
| Riverbridge Partners LLC | 4,800 | $677.8K | 0.01% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,803 | $678.1K | 0.16% | +1,007+26.5% | Added |
| Northeast Financial Consultants Inc | 4,809 | $679.0K | 0.03% | +625+14.9% | Added |
| Ferguson Wellman Capital Management, Inc | 4,821 | $680.7K | 0.01% | +462+10.6% | Added |
| Whitener Capital Management, Inc. | 4,838 | $683.1K | 0.21% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 4,856 | $684.0K | 1.71% | +4,856 | New |
| Investors Asset Management of Georgia Inc | 4,850 | $684.8K | 0.33% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 4,852 | $685.1K | 0.55% | +426+9.6% | Added |
| Howe & Rusling Inc | 4,855 | $685.5K | 0.06% | +30+0.6% | Added |
| LJI Wealth Management, LLC | 4,858 | $686.0K | 0.15% | +3,248+201.7% | Added |
| Rogco, LP | 4,867 | $687.2K | 0.28% | +56+1.2% | Added |
| Green Harvest Asset Management LLC | 4,882 | $689.3K | 0.02% | +80+1.7% | Added |
| First Heartland Consultants, Inc. | 4,892 | $691.0K | 0.07% | −167−3.3% | Reduced |
| Girard Partners Ltd. | 4,901 | $692.1K | 0.07% | −48−1.0% | Reduced |
| Destination Wealth Management | 4,906 | $692.8K | 0.02% | −22−0.4% | Reduced |
| Gen-Wealth Partners Inc | 4,918 | $694.4K | 0.34% | +434+9.7% | Added |
| Hamilton Capital, LLC | 4,923 | $695.1K | 0.05% | −1,767−26.4% | Reduced |
| Garrett Investment Advisors LLC | 4,929 | $696.0K | 0.08% | −35−0.7% | Reduced |
| Sabal Trust CO | 4,933 | $696.5K | 0.04% | −2,040−29.3% | Reduced |
| Sunpointe, LLC | 4,941 | $697.7K | 0.45% | +156+3.3% | Added |
| Simon Quick Advisors, LLC | 4,945 | $698.3K | 0.05% | −4,071−45.2% | Reduced |
| Sand Hill Global Advisors, LLC | 4,948 | $698.6K | 0.03% | −1,388−21.9% | Reduced |
| Byrne Asset Management LLC | – | $698.8K | 0.50% | – | – |
| Orser Capital Management, LLC | 4,980 | $703.2K | 0.57% | 00.0% | Unchanged |
| Aire Advisors, LLC | 4,980 | $703.2K | 0.16% | +4+0.1% | Added |
| Sweet Financial Partners, LLC | 4,984 | $703.7K | 0.16% | +15+0.3% | Added |
| Novare Capital Management LLC | 4,988 | $704.3K | 0.06% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 4,990 | $704.6K | 0.58% | 00.0% | Unchanged |
| Glaxis Capital Management, LLC | 5,000 | $706.0K | 1.22% | +5,000 | New |
| New Age Alpha Advisors, LLC | 5,000 | $706.0K | 0.39% | +5,000 | New |
| Tradition Wealth Management, LLC | 5,002 | $706.3K | 0.07% | +265+5.6% | Added |
| Motco | 5,003 | $706.4K | 0.04% | +40+0.8% | Added |
| Fort Point Capital Partners LLC | 5,035 | $710.9K | 0.09% | −365−6.8% | Reduced |
| Founders Financial Alliance, LLC | 5,048 | $712.7K | 0.21% | −32−0.6% | Reduced |
| Revolve Wealth Partners, LLC | 5,059 | $714.3K | 0.12% | +44+0.9% | Added |
| Warren Street Wealth Advisors, LLC | 5,061 | $714.6K | 0.36% | +95+1.9% | Added |
| Angeles Wealth Management, LLC | 5,061 | $714.6K | 0.07% | +1,551+44.2% | Added |
| Valmark Advisers, Inc. | 5,065 | $715.2K | 0.01% | +402+8.6% | Added |
| Shayne & Co., LLC | 5,071 | $716.1K | 0.20% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 5,076 | $716.7K | 0.37% | −109−2.1% | Reduced |
| Wealth Dimensions Group, Ltd. | 5,079 | $717.2K | 0.20% | +357+7.6% | Added |
| Charter Trust Co | 5,085 | $718.0K | 0.05% | −85−1.6% | Reduced |
| Goldstone Financial Group, LLC | 5,098 | $719.9K | 0.14% | +163+3.3% | Added |
| Silver Oak Securities, Inc | 5,099 | $720.0K | 0.11% | +219+4.5% | Added |
| Triton Wealth Management, PLLC | 5,040 | $721.3K | 0.42% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 5,113 | $722.0K | 0.12% | +229+4.7% | Added |
| Alesco Advisors LLC | 5,124 | $723.5K | 0.02% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 5,133 | $724.8K | 0.12% | −22−0.4% | Reduced |
| MBL Wealth, LLC | 5,136 | $725.2K | 0.08% | −232−4.3% | Reduced |
| Poplar Forest Capital LLC | 5,138 | $725.5K | 0.10% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 5,149 | $727.0K | 0.03% | +5,149 | New |
| Guidance Capital, Inc | 5,222 | $728.2K | 0.24% | +405+8.4% | Added |
| SkyView Investment Advisors, LLC | 5,185 | $732.0K | 0.13% | +1,209+30.4% | Added |
| Exchange Bank | 5,190 | $732.8K | 0.62% | −50−1.0% | Reduced |
| Waterfront Wealth Inc. | 5,191 | $733.0K | 0.20% | −9−0.2% | Reduced |
| Occidental Asset Management, LLC | 5,199 | $734.1K | 0.13% | +517+11.0% | Added |
| Red Door Wealth Management, LLC | 5,202 | $734.5K | 0.13% | +115+2.3% | Added |
| Trust Co | 5,221 | $737.2K | 0.10% | −9,148−63.7% | Reduced |
| Fundamentun, LLC | 5,234 | $739.1K | 0.06% | +1,221+30.4% | Added |
| Old Second National Bank of Aurora | 5,245 | $740.6K | 0.19% | +335+6.8% | Added |
| Elevatus Welath Management | 5,247 | $740.9K | 0.28% | +12+0.2% | Added |
| Fortitude Advisory Group L.L.C. | 5,247 | $740.9K | 0.44% | −10−0.2% | Reduced |
| Financial Advocates Investment Management | 5,256 | $742.2K | 0.05% | +1,134+27.5% | Added |
| Brave Asset Management Inc | 5,259 | $742.6K | 0.19% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 5,300 | $748.4K | 0.41% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 5,302 | $748.6K | 0.65% | +240+4.7% | Added |
| Baker Ellis Asset Management LLC | 5,304 | $748.9K | 0.11% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 5,304 | $749.0K | 0.15% | −13−0.2% | Reduced |