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 |
|---|---|---|---|---|---|
| Patten & Patten Inc | 9,271 | $1.31M | 0.09% | +253+2.8% | Added |
| Twin Capital Management Inc | 9,234 | $1.30M | 0.15% | +52+0.6% | Added |
| Nelson Capital Management, LLC | 9,217 | $1.30M | 0.23% | −200−2.1% | Reduced |
| Stoneridge Investment Partners LLC | 9,214 | $1.30M | 0.49% | +9,214 | New |
| Horst & Graben Wealth Management LLC | 9,207 | $1.30M | 0.25% | +50+0.5% | Added |
| Good Life Advisors, LLC | 9,201 | $1.30M | 0.11% | +187+2.1% | Added |
| Symmetry Partners, LLC | 9,199 | $1.30M | 0.07% | −917−9.1% | Reduced |
| Journey Strategic Wealth LLC | 9,177 | $1.30M | 0.06% | −36−0.4% | Reduced |
| Members Wealth LLC | 5,525 | $1.30M | 0.87% | +5,525 | New |
| Rossmore Private Capital | 9,161 | $1.29M | 0.17% | +34+0.4% | Added |
| Cambridge Advisors Inc. | 9,150 | $1.29M | 0.30% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 9,133 | $1.29M | 0.43% | +490+5.7% | Added |
| Trustco Bank Corp N Y | 9,129 | $1.29M | 1.37% | −900−9.0% | Reduced |
| Alpha Omega Wealth Management LLC | 9,127 | $1.29M | 0.25% | −250−2.7% | Reduced |
| Hoylecohen, LLC | 9,124 | $1.29M | 0.10% | +1,560+20.6% | Added |
| Guild Investment Management, Inc. | 9,100 | $1.28M | 1.47% | +9,100 | New |
| Excalibur Management Corp | 9,051 | $1.28M | 0.52% | +615+7.3% | Added |
| Smart Portfolios, LLC | 9,045 | $1.28M | 1.29% | +430+5.0% | Added |
| Rockland Trust Co | 9,012 | $1.27M | 0.07% | −576−6.0% | Reduced |
| Greenfield Savings Bank | 9,011 | $1.27M | 0.65% | +235+2.7% | Added |
| Narus Financial Partners, LLC | 8,995 | $1.27M | 0.51% | +35+0.4% | Added |
| Waterloo Capital, L.P. | 8,934 | $1.26M | 0.15% | +510+6.1% | Added |
| Enterprise Financial Services Corp | 8,891 | $1.26M | 0.77% | −58−0.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 8,885 | $1.25M | 0.12% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 8,881 | $1.25M | 0.26% | +8,881 | New |
| Arlington Trust Co LLC | 8,842 | $1.25M | 0.29% | −1,535−14.8% | Reduced |
| Lebenthal Global Advisors, LLC | 8,834 | $1.25M | 0.27% | +8,834 | New |
| Castle Wealth Management LLC | 8,822 | $1.25M | 0.60% | +957+12.2% | Added |
| V-Square Quantitative Management LLC | 8,815 | $1.24M | 0.20% | −7,198−45.0% | Reduced |
| Charles Schwab Trust Co | 8,793 | $1.24M | 0.11% | +11+0.1% | Added |
| LCM Capital Management Inc | 8,773 | $1.24M | 0.77% | +63+0.7% | Added |
| Act Two Investors LLC | 8,764 | $1.24M | 0.24% | +2,520+40.4% | Added |
| Davis Capital Management | 8,622 | $1.23M | 1.07% | −24−0.3% | Reduced |
| Rockbridge Investment Management, LCC | 8,734 | $1.23M | 0.17% | −300−3.3% | Reduced |
| Astoria Portfolio Advisors LLC. | 8,690 | $1.23M | 0.44% | +10.0% | Added |
| Ambassador Advisors, LLC | 8,668 | $1.22M | 0.22% | +46+0.5% | Added |
| Laurel Wealth Advisors LLC | 8,663 | $1.22M | 0.21% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 8,593 | $1.21M | 0.23% | +15+0.2% | Added |
| Alliance Wealth Advisors, LLC | 8,592 | $1.21M | 0.36% | +373+4.5% | Added |
| Blueshift Asset Management, LLC | 8,586 | $1.21M | 0.41% | +2,408+39.0% | Added |
| Adirondack Trust Co | 8,569 | $1.21M | 0.49% | −70−0.8% | Reduced |
| Mengis Capital Management, Inc. | 8,565 | $1.21M | 0.25% | −5−0.1% | Reduced |
| Moss Adams Wealth Advisors LLC | 8,562 | $1.21M | 0.17% | +787+10.1% | Added |
| Bigelow Investment Advisors, LLC | 8,547 | $1.21M | 0.58% | −40−0.5% | Reduced |
| Strategic Investment Advisors | 8,496 | $1.20M | 0.15% | −662−7.2% | Reduced |
| Lipe & Dalton | 8,441 | $1.19M | 0.64% | −640−7.0% | Reduced |
| Inscription Capital, LLC | 8,439 | $1.19M | 0.19% | +10.0% | Added |
| Proffitt & Goodson Inc | 8,436 | $1.19M | 0.21% | +7+0.1% | Added |
| Ontario Teachers Pension Plan Board | 8,413 | $1.19M | 0.01% | −5,428−39.2% | Reduced |
| Osborne Partners Capital Management, LLC | 8,410 | $1.19M | 0.07% | −141−1.6% | Reduced |
| Texas Capital Bancshares Inc | 8,408 | $1.19M | 0.49% | −34−0.4% | Reduced |
| 180 Wealth Advisors, LLC | 8,301 | $1.19M | 0.19% | +412+5.2% | Added |
| Roberts Capital Advisors, LLC | 9,428 | $1.18M | 1.14% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 8,384 | $1.18M | 0.48% | −200−2.3% | Reduced |
| Howland Capital Management LLC | 8,342 | $1.18M | 0.06% | +100+1.2% | Added |
| Cim Investment Mangement Inc | 8,319 | $1.17M | 0.36% | −65−0.8% | Reduced |
| Norden Group LLC | 8,310 | $1.17M | 0.24% | −726−8.0% | Reduced |
| Sunbelt Securities, Inc. | 8,300 | $1.17M | 0.12% | +542+7.0% | Added |
| First Trust Investment Solutions L.P. | 8,257 | $1.17M | 0.16% | −78,465−90.5% | Reduced |
| RW Investment Management LLC | 8,255 | $1.17M | 0.16% | −80−1.0% | Reduced |
| Knuff & Co LLC | 8,252 | $1.17M | 0.38% | 00.0% | Unchanged |
| Ami Investment Management Inc | 8,238 | $1.16M | 0.41% | −381−4.4% | Reduced |
| Morton Capital Management LLC | 8,221 | $1.16M | 0.28% | 00.0% | Unchanged |
| BIP Wealth, LLC | 8,218 | $1.16M | 0.10% | −285−3.4% | Reduced |
| Advisory Research Inc | 8,213 | $1.16M | 0.22% | +994+13.8% | Added |
| Regatta Capital Group, LLC | 8,153 | $1.15M | 0.25% | −173−2.1% | Reduced |
| Dover Advisors, LLC | 8,144 | $1.15M | 0.71% | −250−3.0% | Reduced |
| Jacobs & Co | 8,136 | $1.15M | 0.12% | −1,203−12.9% | Reduced |
| Associated Banc-Corp | 8,124 | $1.15M | 0.04% | −441−5.1% | Reduced |
| First Commonwealth Financial Corp | 8,105 | $1.14M | 0.29% | −150−1.8% | Reduced |
| Element Capital Management LLC | 8,104 | $1.14M | 0.09% | +949+13.3% | Added |
| Meritas Wealth Management, LLC | 8,090 | $1.14M | 0.81% | 00.0% | Unchanged |
| Essex Savings Bank | 8,035 | $1.13M | 0.31% | +174+2.2% | Added |
| Montecito Bank & Trust | 8,029 | $1.13M | 0.23% | −148−1.8% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 8,000 | $1.13M | 0.01% | 00.0% | Unchanged |
| Consolidated Planning Corp | 7,993 | $1.13M | 0.19% | +1,050+15.1% | Added |
| Vanguard Capital Wealth Advisors | 7,911 | $1.12M | 0.76% | +68+0.9% | Added |
| Empirical Asset Management, LLC | 15,350 | $1.11M | 0.42% | +11,588+308.0% | Added |
| WealthTrust Axiom LLC | 7,891 | $1.11M | 0.37% | −20−0.3% | Reduced |
| Zuckerman Investment Group, LLC | 7,877 | $1.11M | 0.13% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 7,870 | $1.11M | 0.27% | +3,433+77.4% | Added |
| Plancorp, LLC | 7,867 | $1.11M | 0.05% | +198+2.6% | Added |
| FRG Family Wealth Advisors LLC | 8,661 | $1.11M | 0.21% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 7,851 | $1.11M | 1.06% | +7,772+9,838.0% | Added |
| Kirtland Hills Capital Management, LLC | 7,844 | $1.11M | 0.92% | +30.0% | Added |
| United Bank | 7,835 | $1.11M | 0.14% | −100−1.3% | Reduced |
| Capital Advisors, Ltd. LLC | 7,799 | $1.10M | 0.14% | +58+0.7% | Added |
| Oxford Financial Group Ltd | 7,792 | $1.10M | 0.07% | −935−10.7% | Reduced |
| CORDA Investment Management, LLC. | 7,791 | $1.10M | 0.09% | +7,791 | New |
| Nicholas Hoffman & Company, LLC. | 7,783 | $1.10M | 0.05% | +1,186+18.0% | Added |
| Old Mission Investment Co LLC | 7,782 | $1.10M | 0.36% | +7+0.1% | Added |
| Baldwin Investment Management, LLC | 7,762 | $1.10M | 0.15% | +284+3.8% | Added |
| Gries Financial LLC | 7,755 | $1.10M | 0.23% | −1,448−15.7% | Reduced |
| Gsa Capital Partners LLP | 7,756 | $1.09M | 0.08% | +432+5.9% | Added |
| Beacon Investment Advisory Services, Inc. | 7,735 | $1.09M | 0.05% | +2,120+37.8% | Added |
| Plante Moran Financial Advisors, LLC | 7,719 | $1.09M | 0.11% | −219−2.8% | Reduced |
| Ridgecrest Wealth Partners, LLC | 7,713 | $1.09M | 0.66% | +49+0.6% | Added |
| Capital Asset Advisory Services LLC | 7,739 | $1.09M | 0.06% | −11−0.1% | Reduced |
| Exane Asset Management | 7,700 | $1.09M | 0.76% | −650−7.8% | Reduced |
| Qsemble Capital Management, LP | 7,697 | $1.09M | 0.21% | −2,090−21.4% | Reduced |