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, 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
- +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 | 3,538 | $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, 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 |
|---|---|---|---|---|---|
| FSM Wealth Advisors, LLC | 7,369 | $1.04M | 0.35% | +45+0.6% | Added |
| Beaton Management Co. Inc. | 7,369 | $1.04M | 0.56% | 00.0% | Unchanged |
| CVA Family Office, LLC | 7,384 | $1.04M | 0.19% | +168+2.3% | Added |
| Gerber, LLC | 7,403 | $1.05M | 0.82% | +20.0% | Added |
| University of Texas/Texas Am Investment Managment Co | 7,404 | $1.05M | 0.20% | +7,404 | New |
| Hilltop Holdings Inc. | 7,409 | $1.05M | 0.12% | +22+0.3% | Added |
| Heritage Investment Group, Inc. | 7,422 | $1.05M | 0.22% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 7,336 | $1.05M | 0.12% | −57−0.8% | Reduced |
| SRN Advisors, LLC | 7,446 | $1.05M | 0.87% | −4,710−38.7% | Reduced |
| TrinityPoint Wealth, LLC | 7,457 | $1.05M | 0.16% | +453+6.5% | Added |
| Landaas & Co | 7,464 | $1.05M | 0.32% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 7,477 | $1.06M | 0.41% | +58+0.8% | Added |
| Monetta Financial Services Inc | 7,500 | $1.06M | 0.92% | +7,500 | New |
| Dogwood Wealth Management LLC | 7,515 | $1.06M | 0.65% | +661+9.6% | Added |
| Waddell & Associates, LLC | 7,525 | $1.06M | 0.14% | +257+3.5% | Added |
| BancorpSouth Bank | 7,546 | $1.07M | 0.08% | +7+0.1% | Added |
| Investment Partners Asset Management, Inc. | 7,546 | $1.07M | 0.95% | −1,024−11.9% | Reduced |
| Mayflower Financial Advisors, LLC | 7,547 | $1.07M | 0.18% | +157+2.1% | Added |
| Columbia Asset Management | 7,586 | $1.07M | 0.20% | +36+0.5% | Added |
| Emprise Bank | 7,614 | $1.08M | 0.66% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 7,628 | $1.08M | 0.48% | −1,562−17.0% | Reduced |
| Union Savings Bank | 7,628 | $1.08M | 0.57% | −509−6.3% | Reduced |
| CFS Investment Advisory Services, LLC | 7,644 | $1.08M | 0.09% | +491+6.9% | Added |
| TBH Global Asset Management, LLC | 7,668 | $1.08M | 0.24% | +605+8.6% | Added |
| S.A. Mason LLC | 7,677 | $1.08M | 0.62% | +53+0.7% | Added |
| Garde Capital, Inc. | 7,687 | $1.08M | 0.08% | −250−3.1% | Reduced |
| Qsemble Capital Management, LP | 7,697 | $1.09M | 0.21% | −2,090−21.4% | Reduced |
| Exane Asset Management | 7,700 | $1.09M | 0.76% | −650−7.8% | Reduced |
| Capital Asset Advisory Services LLC | 7,739 | $1.09M | 0.06% | −11−0.1% | Reduced |
| Ridgecrest Wealth Partners, LLC | 7,713 | $1.09M | 0.66% | +49+0.6% | Added |
| Plante Moran Financial Advisors, LLC | 7,719 | $1.09M | 0.11% | −219−2.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 7,735 | $1.09M | 0.05% | +2,120+37.8% | Added |
| Gsa Capital Partners LLP | 7,756 | $1.09M | 0.08% | +432+5.9% | Added |
| Gries Financial LLC | 7,755 | $1.10M | 0.23% | −1,448−15.7% | Reduced |
| Baldwin Investment Management, LLC | 7,762 | $1.10M | 0.15% | +284+3.8% | Added |
| Old Mission Investment Co LLC | 7,782 | $1.10M | 0.36% | +7+0.1% | Added |
| Nicholas Hoffman & Company, LLC. | 7,783 | $1.10M | 0.05% | +1,186+18.0% | Added |
| CORDA Investment Management, LLC. | 7,791 | $1.10M | 0.09% | +7,791 | New |
| Oxford Financial Group Ltd | 7,792 | $1.10M | 0.07% | −935−10.7% | Reduced |
| Capital Advisors, Ltd. LLC | 7,799 | $1.10M | 0.14% | +58+0.7% | Added |
| United Bank | 7,835 | $1.11M | 0.14% | −100−1.3% | Reduced |
| Kirtland Hills Capital Management, LLC | 7,844 | $1.11M | 0.92% | +30.0% | Added |
| Chesapeake Asset Management LLC | 7,851 | $1.11M | 1.06% | +7,772+9,838.0% | Added |
| FRG Family Wealth Advisors LLC | 8,661 | $1.11M | 0.21% | 00.0% | Unchanged |
| Plancorp, LLC | 7,867 | $1.11M | 0.05% | +198+2.6% | Added |
| Burke & Herbert Bank & Trust Co | 7,870 | $1.11M | 0.27% | +3,433+77.4% | Added |
| Zuckerman Investment Group, LLC | 7,877 | $1.11M | 0.13% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 7,891 | $1.11M | 0.37% | −20−0.3% | Reduced |
| Empirical Asset Management, LLC | 15,350 | $1.11M | 0.42% | +11,588+308.0% | Added |
| Vanguard Capital Wealth Advisors | 7,911 | $1.12M | 0.76% | +68+0.9% | Added |
| Consolidated Planning Corp | 7,993 | $1.13M | 0.19% | +1,050+15.1% | Added |
| Clal Insurance Enterprises Holdings Ltd | 8,000 | $1.13M | 0.01% | 00.0% | Unchanged |
| Montecito Bank & Trust | 8,029 | $1.13M | 0.23% | −148−1.8% | Reduced |
| Essex Savings Bank | 8,035 | $1.13M | 0.31% | +174+2.2% | Added |
| Meritas Wealth Management, LLC | 8,090 | $1.14M | 0.81% | 00.0% | Unchanged |
| Element Capital Management LLC | 8,104 | $1.14M | 0.09% | +949+13.3% | Added |
| First Commonwealth Financial Corp | 8,105 | $1.14M | 0.29% | −150−1.8% | Reduced |
| Associated Banc-Corp | 8,124 | $1.15M | 0.04% | −441−5.1% | Reduced |
| Jacobs & Co | 8,136 | $1.15M | 0.12% | −1,203−12.9% | Reduced |
| Dover Advisors, LLC | 8,144 | $1.15M | 0.71% | −250−3.0% | Reduced |
| Regatta Capital Group, LLC | 8,153 | $1.15M | 0.25% | −173−2.1% | Reduced |
| Advisory Research Inc | 8,213 | $1.16M | 0.22% | +994+13.8% | Added |
| BIP Wealth, LLC | 8,218 | $1.16M | 0.10% | −285−3.4% | Reduced |
| Morton Capital Management LLC | 8,221 | $1.16M | 0.28% | 00.0% | Unchanged |
| Ami Investment Management Inc | 8,238 | $1.16M | 0.41% | −381−4.4% | Reduced |
| Knuff & Co LLC | 8,252 | $1.17M | 0.38% | 00.0% | Unchanged |
| RW Investment Management LLC | 8,255 | $1.17M | 0.16% | −80−1.0% | Reduced |
| First Trust Investment Solutions L.P. | 8,257 | $1.17M | 0.16% | −78,465−90.5% | Reduced |
| Sunbelt Securities, Inc. | 8,300 | $1.17M | 0.12% | +542+7.0% | Added |
| Norden Group LLC | 8,310 | $1.17M | 0.24% | −726−8.0% | Reduced |
| Cim Investment Mangement Inc | 8,319 | $1.17M | 0.36% | −65−0.8% | Reduced |
| Howland Capital Management LLC | 8,342 | $1.18M | 0.06% | +100+1.2% | Added |
| Global Trust Asset Management, LLC | 8,384 | $1.18M | 0.48% | −200−2.3% | Reduced |
| Roberts Capital Advisors, LLC | 9,428 | $1.18M | 1.14% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 8,301 | $1.19M | 0.19% | +412+5.2% | Added |
| Texas Capital Bancshares Inc | 8,408 | $1.19M | 0.49% | −34−0.4% | Reduced |
| Osborne Partners Capital Management, LLC | 8,410 | $1.19M | 0.07% | −141−1.6% | Reduced |
| Ontario Teachers Pension Plan Board | 8,413 | $1.19M | 0.01% | −5,428−39.2% | Reduced |
| Proffitt & Goodson Inc | 8,436 | $1.19M | 0.21% | +7+0.1% | Added |
| Inscription Capital, LLC | 8,439 | $1.19M | 0.19% | +10.0% | Added |
| Lipe & Dalton | 8,441 | $1.19M | 0.64% | −640−7.0% | Reduced |
| Strategic Investment Advisors | 8,496 | $1.20M | 0.15% | −662−7.2% | Reduced |
| Bigelow Investment Advisors, LLC | 8,547 | $1.21M | 0.58% | −40−0.5% | Reduced |
| Moss Adams Wealth Advisors LLC | 8,562 | $1.21M | 0.17% | +787+10.1% | Added |
| Mengis Capital Management, Inc. | 8,565 | $1.21M | 0.25% | −5−0.1% | Reduced |
| Adirondack Trust Co | 8,569 | $1.21M | 0.49% | −70−0.8% | Reduced |
| Blueshift Asset Management, LLC | 8,586 | $1.21M | 0.41% | +2,408+39.0% | Added |
| Alliance Wealth Advisors, LLC | 8,592 | $1.21M | 0.36% | +373+4.5% | Added |
| Duncker Streett & Co Inc | 8,593 | $1.21M | 0.23% | +15+0.2% | Added |
| Laurel Wealth Advisors LLC | 8,663 | $1.22M | 0.21% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 8,668 | $1.22M | 0.22% | +46+0.5% | Added |
| Astoria Portfolio Advisors LLC. | 8,690 | $1.23M | 0.44% | +10.0% | Added |
| Rockbridge Investment Management, LCC | 8,734 | $1.23M | 0.17% | −300−3.3% | Reduced |
| Davis Capital Management | 8,622 | $1.23M | 1.07% | −24−0.3% | Reduced |
| Act Two Investors LLC | 8,764 | $1.24M | 0.24% | +2,520+40.4% | Added |
| LCM Capital Management Inc | 8,773 | $1.24M | 0.77% | +63+0.7% | Added |
| Charles Schwab Trust Co | 8,793 | $1.24M | 0.11% | +11+0.1% | Added |
| V-Square Quantitative Management LLC | 8,815 | $1.24M | 0.20% | −7,198−45.0% | Reduced |
| Castle Wealth Management LLC | 8,822 | $1.25M | 0.60% | +957+12.2% | Added |
| Lebenthal Global Advisors, LLC | 8,834 | $1.25M | 0.27% | +8,834 | New |