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; 3,537 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
- 2,926
- +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 | 3,537 | $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 |
|---|---|---|---|---|---|
| Hohimer Wealth Management, LLC | 24,876 | $3.51M | 0.82% | −1,459−5.5% | Reduced |
| Dumont & Blake Investment Advisors LLC | 24,812 | $3.50M | 0.50% | +12,468+101.0% | Added |
| Itau Unibanco Holding S.A. | 24,800 | $3.50M | 0.14% | +3,300+15.3% | Added |
| HCR Wealth Advisors | 24,693 | $3.49M | 0.50% | −874−3.4% | Reduced |
| Capital Planning Advisors, LLC | 24,571 | $3.47M | 0.59% | −210−0.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 24,519 | $3.46M | 0.13% | −2,577−9.5% | Reduced |
| Pensionmark Financial Group, LLC | 24,369 | $3.44M | 0.21% | +18,707+330.4% | Added |
| Argyle Capital Management Inc. | 24,200 | $3.42M | 1.41% | −4,900−16.8% | Reduced |
| Schechter Investment Advisors, LLC | 24,195 | $3.42M | 0.26% | +1,641+7.3% | Added |
| Liberty Wealth Management LLC | 30,184 | $3.39M | 0.62% | +7,218+31.4% | Added |
| Autumn Glory Partners, LLC | 23,973 | $3.38M | 1.73% | +3,787+18.8% | Added |
| Physicians Financial Services, Inc. | 23,968 | $3.38M | 1.10% | −100−0.4% | Reduced |
| Circle Wealth Management, LLC | 23,939 | $3.38M | 0.08% | +10,756+81.6% | Added |
| Eads & Heald Wealth Management | 23,818 | $3.36M | 1.62% | −1,063−4.3% | Reduced |
| Lummis Asset Management, LP | 23,745 | $3.35M | 4.43% | −62−0.3% | Reduced |
| Security National Bank of Sioux City Iowa | 23,690 | $3.35M | 2.41% | −758−3.1% | Reduced |
| RMB Capital Management, LLC | 23,472 | $3.31M | 0.08% | −684−2.8% | Reduced |
| Prospera Financial Services Inc | 23,462 | $3.31M | 0.09% | +4,707+25.1% | Added |
| Hixon Zuercher, LLC | 23,457 | $3.31M | 1.40% | −1,041−4.2% | Reduced |
| Regent Peak Wealth Advisors LLC | 23,379 | $3.30M | 0.82% | −2,055−8.1% | Reduced |
| Private Wealth Partners, LLC | 23,324 | $3.29M | 0.25% | +5,200+28.7% | Added |
| Park Avenue Securities LLC | 23,248 | $3.28M | 0.04% | +1,177+5.3% | Added |
| Berkshire Asset Management LLC | 23,128 | $3.27M | 0.16% | +2,293+11.0% | Added |
| Greenland Capital Management LP | 23,009 | $3.25M | 0.69% | +10,752+87.7% | Added |
| City Holding Co | 22,976 | $3.24M | 0.48% | +1,703+8.0% | Added |
| Arlington Partners LLC | 22,940 | $3.24M | 1.61% | −3,277−12.5% | Reduced |
| Churchill Management Corp | 22,940 | $3.24M | 0.04% | +22,940 | New |
| Buckingham Strategic Partners | 22,774 | $3.22M | 0.08% | −3,216−12.4% | Reduced |
| Vise Technologies, Inc. | 22,732 | $3.21M | 0.56% | −458−2.0% | Reduced |
| Bridges Investment Management Inc | 22,670 | $3.20M | 0.05% | +3,191+16.4% | Added |
| Arden Trust Co | 22,627 | $3.19M | 0.45% | −188−0.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 22,452 | $3.17M | 0.18% | −3,451−13.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 22,323 | $3.15M | 0.05% | +4,335+24.1% | Added |
| GAMMA Investing LLC | 22,315 | $3.15M | 0.43% | +7,982+55.7% | Added |
| Midland Wealth Advisors LLC | 22,281 | $3.15M | 0.19% | −1,058−4.5% | Reduced |
| Citadel Investment Advisory, Inc. | 22,192 | $3.13M | 1.78% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 21,966 | $3.10M | 1.04% | +70.0% | Added |
| TD Private Client Wealth LLC | 21,972 | $3.10M | 0.10% | +510+2.4% | Added |
| Castellan Group, LLC | 21,906 | $3.09M | 1.47% | −434−1.9% | Reduced |
| Taylor Financial Group, Inc. | 21,894 | $3.09M | 2.38% | −410−1.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 21,818 | $3.08M | 0.21% | −184−0.8% | Reduced |
| Caldwell Trust Co | 21,816 | $3.08M | 0.34% | +3,962+22.2% | Added |
| SYSTM Wealth Solutions LLC | 21,778 | $3.08M | 0.69% | −14,396−39.8% | Reduced |
| Platinum Investment Management Ltd | 21,762 | $3.07M | 0.12% | 00.0% | Unchanged |
| Bank of New Hampshire | 21,742 | $3.07M | 0.80% | −612−2.7% | Reduced |
| Fort Sheridan Advisors LLC | 21,727 | $3.07M | 0.50% | +200+0.9% | Added |
| Journey Advisory Group, LLC | 21,555 | $3.04M | 0.36% | −1,131−5.0% | Reduced |
| Capital Advisors Inc | 21,529 | $3.04M | 0.06% | +306+1.4% | Added |
| Avantax Planning Partners, Inc. | 21,452 | $3.03M | 0.10% | −1,190−5.3% | Reduced |
| Agate Pass Investment Management, LLC | 21,406 | $3.02M | 1.61% | +940+4.6% | Added |
| John G Ullman & Associates Inc | 21,355 | $3.02M | 0.46% | −275−1.3% | Reduced |
| Game Plan Financial Advisors, LLC | 21,342 | $3.01M | 1.48% | +147+0.7% | Added |
| Portside Wealth Group, LLC | 21,284 | $3.01M | 0.57% | −324−1.5% | Reduced |
| Callan Capital, LLC | 21,280 | $3.00M | 0.25% | +253+1.2% | Added |
| L2 Asset Management, LLC | 21,255 | $3.00M | 0.90% | +596+2.9% | Added |
| Fulton Bank, N.A. | 21,151 | $2.99M | 0.12% | +1,520+7.7% | Added |
| KKM Financial LLC | 21,595 | $2.98M | 1.41% | +205+1.0% | Added |
| Bollard Group LLC | 21,104 | $2.98M | 0.08% | +72+0.3% | Added |
| Essex Financial Services, Inc. | 23,022 | $2.97M | 0.22% | +2,666+13.1% | Added |
| Harbour Capital Advisors, LLC | 20,695 | $2.96M | 0.70% | +20,695 | New |
| Empower Advisory Group, LLC | 20,925 | $2.95M | 0.01% | −6,106−22.6% | Reduced |
| Mirova | 20,900 | $2.95M | 0.54% | +18,794+892.4% | Added |
| Wright Investors Service Inc | 20,832 | $2.94M | 0.77% | +650+3.2% | Added |
| Clarius Group, LLC | 20,807 | $2.94M | 0.21% | −369−1.7% | Reduced |
| Two Sigma Advisers, LP | 20,800 | $2.94M | 0.01% | −298,100−93.5% | Reduced |
| Continuum Advisory, LLC | 20,761 | $2.93M | 0.42% | +4,332+26.4% | Added |
| Northwest Bank & Trust Co | 20,761 | $2.93M | 2.45% | +874+4.4% | Added |
| Gamco Investors, Inc. Et Al | 20,640 | $2.91M | 0.03% | −736−3.4% | Reduced |
| Chickasaw Capital Management LLC | 20,617 | $2.91M | 0.13% | +1,465+7.6% | Added |
| Nemes Rush Group LLC | 20,597 | $2.91M | 0.40% | +2,370+13.0% | Added |
| Parkside Financial Bank & Trust | 20,547 | $2.90M | 0.45% | −574−2.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 20,528 | $2.90M | 0.30% | +165+0.8% | Added |
| Spire Wealth Management | 20,308 | $2.87M | 0.10% | +903+4.7% | Added |
| Legal Advantage Investments, Inc. | 20,262 | $2.86M | 1.65% | 00.0% | Unchanged |
| Pitcairn Co | 20,213 | $2.85M | 0.17% | +196+1.0% | Added |
| Louisbourg Investments Inc. | 22,104 | $2.85M | 0.80% | −3,645−14.2% | Reduced |
| Dynamic Advisor Solutions LLC | 20,176 | $2.85M | 0.09% | +396+2.0% | Added |
| Harbor Investment Advisory, LLC | 20,166 | $2.85M | 0.30% | −192−0.9% | Reduced |
| Harmony Asset Management LLC | 20,122 | $2.84M | 1.19% | −6,060−23.1% | Reduced |
| Westmount Partners, LLC | 19,822 | $2.84M | 0.94% | +91+0.5% | Added |
| Sumitomo Life Insurance Co | 20,075 | $2.83M | 0.07% | −2,618−11.5% | Reduced |
| Aspiriant, LLC | 20,039 | $2.83M | 0.12% | −827−4.0% | Reduced |
| Abacus Wealth Partners, LLC | 19,948 | $2.82M | 0.47% | −497−2.4% | Reduced |
| Nebula Research & Development LLC | 19,899 | $2.81M | 0.45% | +7,894+65.8% | Added |
| King Wealth | 19,892 | $2.81M | 0.47% | +5,918+42.4% | Added |
| KCM Investment Advisors LLC | 19,872 | $2.81M | 0.10% | +271+1.4% | Added |
| Institute for Wealth Management, LLC. | 19,820 | $2.80M | 0.38% | +187+1.0% | Added |
| Azimuth Capital Investment Management LLC | 19,775 | $2.79M | 0.11% | −750−3.7% | Reduced |
| Citizens National Bank Trust Department | 19,747 | $2.79M | 0.62% | +1,170+6.3% | Added |
| Ronald Blue Trust, Inc. | 22,136 | $2.78M | 0.04% | +4,480+25.4% | Added |
| Ameritas Investment Partners, Inc. | 19,647 | $2.77M | 0.10% | −786−3.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 26,449 | $2.77M | 0.36% | +5,509+26.3% | Added |
| Davis R M Inc | 19,580 | $2.76M | 0.06% | −398−2.0% | Reduced |
| NewEdge Wealth, LLC | 19,556 | $2.76M | 0.06% | +630+3.3% | Added |
| Farmers Trust Co | 19,514 | $2.76M | 0.56% | +35+0.2% | Added |
| Sanders Morris Harris LLC | 19,460 | $2.75M | 0.45% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 19,382 | $2.74M | 0.73% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 19,375 | $2.74M | 1.11% | −75−0.4% | Reduced |
| Wealthspire Advisors, LLC | 19,346 | $2.73M | 0.03% | +251+1.3% | Added |
| Roberts Wealth Advisors, LLC | 19,404 | $2.73M | 0.93% | +4,903+33.8% | Added |