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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 10,506 | $1.48M | 0.21% | +176+1.7% | Added |
| Sterling Investment Advisors, Ltd. | 10,523 | $1.49M | 0.40% | 00.0% | Unchanged |
| Operose Advisors LLC | 10,523 | $1.49M | 0.53% | 00.0% | Unchanged |
| White Pine Capital LLC | 10,531 | $1.49M | 0.56% | +80+0.8% | Added |
| Miller Investment Management, LP | 10,543 | $1.49M | 0.18% | 00.0% | Unchanged |
| Aletheian Wealth Advisors LLC | 10,543 | $1.49M | 0.78% | +220+2.1% | Added |
| Fukoku Mutual Life Insurance Co | 10,546 | $1.49M | 0.11% | +4,000+61.1% | Added |
| Lynx Capital Group Ltd | 10,547 | $1.49M | 1.03% | +10,547 | New |
| VeraBank, N.A. | 10,576 | $1.49M | 0.46% | −6,100−36.6% | Reduced |
| Keudell/Morrison Wealth Management | 10,602 | $1.50M | 0.44% | −369−3.4% | Reduced |
| Emfo, LLC | 10,615 | $1.50M | 1.34% | −429−3.9% | Reduced |
| Austin Private Wealth, LLC | 10,648 | $1.50M | 0.16% | +213+2.0% | Added |
| Abacus Planning Group, Inc. | 10,649 | $1.50M | 0.29% | +1,568+17.3% | Added |
| Clark Capital Management Group, Inc. | 10,658 | $1.50M | 0.01% | −920−7.9% | Reduced |
| Capital Analysts, LLC | 10,665 | $1.51M | 0.07% | +816+8.3% | Added |
| Gibbs Wealth Management | 10,702 | $1.51M | 0.61% | +2,720+34.1% | Added |
| FinTrust Capital Advisors, LLC | 10,702 | $1.51M | 0.28% | +143+1.4% | Added |
| Susquehanna Fundamental Investments, LLC | 10,740 | $1.52M | 0.03% | +10,740 | New |
| Tevis Investment Management | 10,762 | $1.52M | 1.22% | +322+3.1% | Added |
| Fidelis Capital Partners, LLC | 12,162 | $1.53M | 0.22% | +1,207+11.0% | Added |
| Stratos Wealth Advisors, LLC | 10,854 | $1.53M | 0.08% | +1,695+18.5% | Added |
| Everhart Financial Group, Inc. | 10,858 | $1.53M | 0.40% | +1,483+15.8% | Added |
| Secure Asset Management, LLC | 10,868 | $1.53M | 0.29% | +10,868 | New |
| United Bank | 10,911 | $1.54M | 0.77% | +584+5.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 10,939 | $1.54M | 0.16% | +53+0.5% | Added |
| Woodmont Investment Counsel LLC | 10,946 | $1.55M | 0.13% | +627+6.1% | Added |
| Camden Capital, LLC | 10,962 | $1.55M | 0.12% | +779+7.7% | Added |
| Keystone Financial Services | 10,977 | $1.55M | 0.64% | +943+9.4% | Added |
| Moody Lynn & Lieberson, LLC | 11,018 | $1.56M | 0.10% | −35,098−76.1% | Reduced |
| Roberts Glore & Co Inc | 11,019 | $1.56M | 0.47% | −450−3.9% | Reduced |
| Boyd Wealth Management, LLC | 11,052 | $1.56M | 0.86% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 11,058 | $1.56M | 1.17% | +416+3.9% | Added |
| Bogart Wealth, LLC | 11,063 | $1.56M | 0.08% | +164+1.5% | Added |
| Beaumont Financial Advisors, LLC | 11,076 | $1.56M | 0.13% | −79−0.7% | Reduced |
| River & Mercantile Asset Management LLP | 11,090 | $1.57M | 0.43% | −145−1.3% | Reduced |
| Tompkins Financial Corp | 11,130 | $1.57M | 0.16% | −417−3.6% | Reduced |
| Insigneo Advisory Services, LLC | 12,306 | $1.57M | 0.18% | +159+1.3% | Added |
| CMT Capital Markets Trading GmbH | 11,150 | $1.57M | 0.45% | −5,422−32.7% | Reduced |
| Pinnacle West Asset Management, Inc. | 11,145 | $1.57M | 1.22% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 11,154 | $1.57M | 0.40% | +6,795+155.9% | Added |
| Certus Wealth Management, LLC | 11,161 | $1.58M | 1.20% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 11,208 | $1.58M | 0.57% | −37−0.3% | Reduced |
| Grandfield & Dodd, LLC | 11,209 | $1.58M | 0.10% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 12,607 | $1.58M | 0.26% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 11,270 | $1.59M | 0.12% | −87−0.8% | Reduced |
| Auxano Advisors, LLC | 11,305 | $1.60M | 0.44% | +319+2.9% | Added |
| MainStreet Investment Advisors LLC | 11,316 | $1.60M | 0.20% | +9,408+493.1% | Added |
| Kiley Juergens Wealth Management, LLC | 11,361 | $1.60M | 0.45% | +154+1.4% | Added |
| Cerro Pacific Wealth Advisors LLC | 11,391 | $1.61M | 0.61% | +11,391 | New |
| Empire Financial Management Company, LLC | 11,402 | $1.61M | 0.53% | −131−1.1% | Reduced |
| SageView Advisory Group, LLC | 11,446 | $1.62M | 0.08% | +11,446 | New |
| Klingman & Associates, LLC | 11,462 | $1.62M | 0.11% | +264+2.4% | Added |
| Great Lakes Retirement, Inc. | 11,494 | $1.62M | 0.22% | +11,494 | New |
| Mechanics Financial Corp | 11,496 | $1.62M | 0.83% | +798+7.5% | Added |
| Conning Inc. | 11,515 | $1.63M | 0.06% | +316+2.8% | Added |
| Central Bank & Trust Co | 11,536 | $1.63M | 0.23% | −244−2.1% | Reduced |
| Pecaut & Co. | 11,542 | $1.63M | 0.62% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 11,552 | $1.63M | 0.08% | +5,298+84.7% | Added |
| CBOE Vest Financial, LLC | 11,554 | $1.63M | 0.04% | +1,421+14.0% | Added |
| Curbstone Financial Management Corp | 11,582 | $1.64M | 0.36% | −68−0.6% | Reduced |
| Pure Financial Advisors, Inc. | 11,604 | $1.64M | 0.05% | +306+2.7% | Added |
| Skopos Labs, Inc. | 13,063 | $1.64M | 0.71% | 00.0% | Unchanged |
| Lake Street Financial LLC | 11,661 | $1.65M | 0.21% | +2,182+23.0% | Added |
| Relative Value Partners Group, LLC | 11,661 | $1.65M | 0.21% | +11,661 | New |
| Pine Haven Investment Counsel, Inc | 11,705 | $1.65M | 1.42% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 12,530 | $1.65M | 0.35% | −1,104−8.1% | Reduced |
| Flagship Harbor Advisors, LLC | 11,757 | $1.66M | 0.10% | +172+1.5% | Added |
| Keel Point, LLC | 12,371 | $1.66M | 0.15% | +3,862+45.4% | Added |
| Proequities, Inc. | 11,777 | $1.66M | 0.10% | −573−4.6% | Reduced |
| Golden State Equity Partners | 11,779 | $1.66M | 0.35% | +11,779 | New |
| VisionPoint Advisory Group, LLC | 11,827 | $1.67M | 0.59% | +10,091+581.3% | Added |
| Central Pacific Bank - Trust Division | 11,933 | $1.68M | 0.20% | +11,899+34,997.1% | Added |
| CoreCap Advisors, LLC | 11,941 | $1.69M | 0.18% | +2,731+29.7% | Added |
| Heartland Advisors Inc | 11,988 | $1.69M | 0.09% | −267−2.2% | Reduced |
| Visionary Wealth Advisors | 12,009 | $1.70M | 0.11% | +1,009+9.2% | Added |
| Ervin Investment Management, LLC | 12,020 | $1.70M | 1.18% | −360−2.9% | Reduced |
| Grimes & Company, Inc. | 12,073 | $1.70M | 0.05% | −559−4.4% | Reduced |
| Change Path, LLC | 12,072 | $1.71M | 0.09% | +2,653+28.2% | Added |
| Bank of Stockton | 12,120 | $1.71M | 0.54% | +1,420+13.3% | Added |
| Connecticut Wealth Management, LLC | 12,136 | $1.71M | 0.09% | +454+3.9% | Added |
| Kathmere Capital Management, LLC | 12,146 | $1.71M | 0.18% | +1,240+11.4% | Added |
| Smartleaf Asset Management LLC | 12,260 | $1.72M | 0.28% | +3,956+47.6% | Added |
| Unique Wealth Strategies, LLC | 13,767 | $1.73M | 0.81% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 12,251 | $1.73M | 0.98% | +101+0.8% | Added |
| Mount Yale Investment Advisors, LLC | 12,257 | $1.73M | 0.14% | −54,935−81.8% | Reduced |
| Arjuna Capital | 12,258 | $1.73M | 0.47% | +129+1.1% | Added |
| Founders Financial Securities LLC | 12,260 | $1.73M | 0.16% | +492+4.2% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 12,299 | $1.74M | 0.20% | −260−2.1% | Reduced |
| Boltwood Capital Management | 12,303 | $1.74M | 0.54% | −494−3.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 12,325 | $1.74M | 0.49% | +1,484+13.7% | Added |
| Delta Financial Group, Inc. | 12,377 | $1.75M | 0.73% | −583−4.5% | Reduced |
| Everpar Advisors LLC | 12,399 | $1.75M | 0.88% | +2,106+20.5% | Added |
| Fox Hill Wealth Management | 12,414 | $1.75M | 1.07% | +84+0.7% | Added |
| First Foundation Advisors | 12,416 | $1.75M | 0.07% | +1,176+10.5% | Added |
| Notis-McConarty Edward | 12,450 | $1.76M | 0.69% | −100−0.8% | Reduced |
| Paradigm Asset Management Co LLC | 12,450 | $1.76M | 0.49% | +2,800+29.0% | Added |
| Cornerstone National Bank & Trust Co | 12,483 | $1.76M | 0.87% | +334+2.7% | Added |
| Tempus Wealth Planning, LLC | 12,540 | $1.77M | 0.74% | +486+4.0% | Added |
| Gainplan LLC | 12,548 | $1.77M | 0.86% | +12,548 | New |
| Wealth Alliance | 12,569 | $1.77M | 0.23% | −567−4.3% | Reduced |