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 |
|---|---|---|---|---|---|
| Garde Capital, Inc. | 7,687 | $1.08M | 0.08% | −250−3.1% | Reduced |
| S.A. Mason LLC | 7,677 | $1.08M | 0.62% | +53+0.7% | Added |
| TBH Global Asset Management, LLC | 7,668 | $1.08M | 0.24% | +605+8.6% | Added |
| CFS Investment Advisory Services, LLC | 7,644 | $1.08M | 0.09% | +491+6.9% | Added |
| Union Savings Bank | 7,628 | $1.08M | 0.57% | −509−6.3% | Reduced |
| Sentry Investment Management LLC | 7,628 | $1.08M | 0.48% | −1,562−17.0% | Reduced |
| Emprise Bank | 7,614 | $1.08M | 0.66% | 00.0% | Unchanged |
| Columbia Asset Management | 7,586 | $1.07M | 0.20% | +36+0.5% | Added |
| Mayflower Financial Advisors, LLC | 7,547 | $1.07M | 0.18% | +157+2.1% | Added |
| Investment Partners Asset Management, Inc. | 7,546 | $1.07M | 0.95% | −1,024−11.9% | Reduced |
| BancorpSouth Bank | 7,546 | $1.07M | 0.08% | +7+0.1% | Added |
| Waddell & Associates, LLC | 7,525 | $1.06M | 0.14% | +257+3.5% | Added |
| Dogwood Wealth Management LLC | 7,515 | $1.06M | 0.65% | +661+9.6% | Added |
| Monetta Financial Services Inc | 7,500 | $1.06M | 0.92% | +7,500 | New |
| Richard W. Paul & Associates, LLC | 7,477 | $1.06M | 0.41% | +58+0.8% | Added |
| Landaas & Co | 7,464 | $1.05M | 0.32% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 7,457 | $1.05M | 0.16% | +453+6.5% | Added |
| SRN Advisors, LLC | 7,446 | $1.05M | 0.87% | −4,710−38.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 7,336 | $1.05M | 0.12% | −57−0.8% | Reduced |
| Heritage Investment Group, Inc. | 7,422 | $1.05M | 0.22% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 7,409 | $1.05M | 0.12% | +22+0.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 7,404 | $1.05M | 0.20% | +7,404 | New |
| Gerber, LLC | 7,403 | $1.05M | 0.82% | +20.0% | Added |
| CVA Family Office, LLC | 7,384 | $1.04M | 0.19% | +168+2.3% | Added |
| Beaton Management Co. Inc. | 7,369 | $1.04M | 0.56% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 7,369 | $1.04M | 0.35% | +45+0.6% | Added |
| Beese Fulmer Investment Management, Inc. | 7,369 | $1.04M | 0.09% | +325+4.6% | Added |
| Legacy Capital Group California, Inc. | 7,363 | $1.04M | 0.37% | +534+7.8% | Added |
| Paces Ferry Wealth Advisors, LLC | 7,358 | $1.04M | 0.63% | −158−2.1% | Reduced |
| Northeast Investment Management | 7,345 | $1.04M | 0.05% | −127−1.7% | Reduced |
| Pointe Capital Management LLC | 7,328 | $1.03M | 0.64% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 7,325 | $1.03M | 0.56% | −836−10.2% | Reduced |
| Silicon Valley Capital Partners | 7,318 | $1.03M | 0.14% | +24+0.3% | Added |
| Naviter Wealth, LLC | 7,317 | $1.03M | 0.15% | +1,240+20.4% | Added |
| Tranquilli Financial Advisor LLC | 7,184 | $1.03M | 0.69% | −186−2.5% | Reduced |
| Barton Investment Management | 7,275 | $1.03M | 0.14% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 7,269 | $1.03M | 0.03% | +7,269 | New |
| LBMC Investment Advisors, LLC | 7,268 | $1.03M | 0.09% | +5+0.1% | Added |
| Arthur M. Cohen & Associates, LLC | 7,250 | $1.02M | 0.19% | +1,277+21.4% | Added |
| Ipswich Investment Management Co., Inc. | 7,226 | $1.02M | 0.24% | +30.0% | Added |
| Zega Financial, LLC | 7,220 | $1.02M | 0.37% | +1,227+20.5% | Added |
| Vivaldi Capital Management, LLC | 7,209 | $1.02M | 0.29% | +237+3.4% | Added |
| Newman Dignan & Sheerar, Inc. | 7,206 | $1.02M | 0.26% | +139+2.0% | Added |
| Plotkin Financial Advisors, LLC | 7,205 | $1.02M | 0.65% | +308+4.5% | Added |
| Atlas Capital Advisors LLC | 7,204 | $1.02M | 0.13% | −1,122−13.5% | Reduced |
| D'Orazio & Associates, Inc. | 7,196 | $1.02M | 0.16% | +84+1.2% | Added |
| Robertson Stephens Wealth Management, LLC | 7,165 | $1.01M | 0.05% | −375−5.0% | Reduced |
| Radnor Capital Management, LLC | 7,148 | $1.01M | 0.31% | +575+8.7% | Added |
| Howard Capital Management Group, LLC | 7,136 | $1.01M | 0.07% | 00.0% | Unchanged |
| Schwerin Boyle Capital Management Inc | 7,124 | $1.01M | 0.11% | 00.0% | Unchanged |
| JNBA Financial Advisors | 7,121 | $1.01M | 0.11% | −600−7.8% | Reduced |
| Schrum Private Wealth Management LLC | 7,093 | $1.00M | 0.90% | +30.0% | Added |
| Forte Capital LLC | 7,093 | $1.00M | 0.12% | +197+2.9% | Added |
| Leisure Capital Management | 7,086 | $1.00M | 0.47% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 7,095 | $1.00M | 0.01% | −50−0.7% | Reduced |
| Bath Savings Trust Co | 7,068 | $998.0K | 0.11% | −250−3.4% | Reduced |
| Paloma Partners Management Co | 7,040 | $994.0K | 0.09% | +2,531+56.1% | Added |
| Parthenon LLC | 7,031 | $992.8K | 0.13% | +13+0.2% | Added |
| Sigma Investment Counselors Inc | 7,022 | $991.5K | 0.06% | −363−4.9% | Reduced |
| ABN AMRO Bank N.V. | 6,963 | $991.0K | 0.02% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 6,992 | $987.3K | 0.07% | +813+13.2% | Added |
| Premier Path Wealth Partners, LLC | 6,980 | $985.6K | 0.17% | +279+4.2% | Added |
| Berger Financial Group, Inc | 6,952 | $981.6K | 0.08% | +19+0.3% | Added |
| Laraway Financial Inc | 6,944 | $980.5K | 0.84% | +10+0.1% | Added |
| American National Bank | 6,943 | $980.4K | 0.12% | +43+0.6% | Added |
| Wealth Effects LLC | 6,925 | $977.8K | 0.35% | −125−1.8% | Reduced |
| Centerpoint Advisors, LLC | 6,922 | $977.0K | 0.35% | +438+6.8% | Added |
| Catalytic Wealth RIA, LLC | 6,917 | $976.7K | 0.19% | −552−7.4% | Reduced |
| Traphagen Investment Advisors LLC | 6,910 | $975.7K | 0.11% | −427−5.8% | Reduced |
| Davis Investment Partners, LLC | 6,725 | $973.5K | 0.40% | +9+0.1% | Added |
| Mill Creek Capital Advisors, LLC | 6,890 | $972.9K | 0.02% | +1,126+19.5% | Added |
| Studio Investment Management LLC | 6,871 | $970.2K | 0.22% | +1,149+20.1% | Added |
| Prescott Group Capital Management, L.L.C. | 6,862 | $969.0K | 0.15% | 00.0% | Unchanged |
| Landmark Wealth Management, LLC | 6,866 | $969.0K | 0.76% | 00.0% | Unchanged |
| Gray Private Wealth, LLC | 6,858 | $968.3K | 0.62% | −1,156−14.4% | Reduced |
| Armbruster Capital Management, Inc. | 6,849 | $967.1K | 0.20% | +269+4.1% | Added |
| Arcataur Capital Management LLC | 6,832 | $964.7K | 0.34% | −47−0.7% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,828 | $964.1K | 0.03% | +6,828 | New |
| Benjamin Edwards Inc | 6,822 | $963.0K | 0.19% | −110−1.6% | Reduced |
| Interchange Capital Partners, LLC | 6,809 | $961.2K | 0.35% | +4,489+193.5% | Added |
| ORG Partners LLC | 6,719 | $960.6K | 0.12% | +5,791+624.0% | Added |
| Lee Financial Co | 6,788 | $958.5K | 0.16% | 00.0% | Unchanged |
| CNB Bank | 6,767 | $955.5K | 0.46% | 00.0% | Unchanged |
| Gabelli Funds LLC | 6,762 | $954.8K | 0.01% | −569−7.8% | Reduced |
| Ellevest, Inc. | 6,740 | $951.7K | 0.06% | +76+1.1% | Added |
| TRUE Private Wealth Advisors | 6,729 | $950.1K | 0.11% | +315+4.9% | Added |
| Monument Capital Management | 6,725 | $949.6K | 0.28% | −308−4.4% | Reduced |
| Beach Investment Counsel Inc | 6,700 | $946.0K | 0.12% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 6,660 | $940.4K | 0.31% | +2,062+44.8% | Added |
| Stableford Capital II LLC | 6,748 | $939.7K | 0.37% | −494−6.8% | Reduced |
| Magnus Financial Group LLC | 6,628 | $935.9K | 0.11% | +13+0.2% | Added |
| Drive Wealth Management, LLC | 6,615 | $934.1K | 0.25% | +326+5.2% | Added |
| Guardian Wealth Advisors, LLC | 6,608 | $933.0K | 0.11% | −126−1.9% | Reduced |
| Rbo & Co LLC | 6,600 | $931.9K | 0.17% | 00.0% | Unchanged |
| Key Financial Inc | 6,600 | $931.9K | 0.22% | +80+1.2% | Added |
| Financial Engines Advisors L.L.C. | 6,592 | $930.8K | 0.00% | +1,333+25.3% | Added |
| Dynamic Technology Lab Private Ltd | 6,578 | $929.0K | 0.10% | −18,350−73.6% | Reduced |
| Apella Capital, LLC | 6,572 | $924.5K | 0.04% | +1,749+36.3% | Added |
| Crewe Advisors LLC | 6,547 | $924.4K | 0.10% | −123−1.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,529 | $921.9K | 0.09% | 00.0% | Unchanged |