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 |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 3,997 | $571.9K | 0.17% | −248−5.8% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 4,049 | $571.7K | 0.24% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 4,049 | $571.7K | 0.16% | +217+5.7% | Added |
| Narwhal Capital Management | 4,040 | $570.4K | 0.05% | +1,657+69.5% | Added |
| Wedgewood Investors Inc | 4,039 | $570.3K | 0.68% | +4,039 | New |
| FMA Wealth Management, LLC | 4,029 | $568.9K | 0.46% | 00.0% | Unchanged |
| Nicholas Investment Partners, LP | 4,028 | $568.8K | 0.06% | +586+17.0% | Added |
| KG&L Capital Management,LLC | 4,018 | $567.3K | 0.20% | −771−16.1% | Reduced |
| Eukles Asset Management | 4,013 | $566.6K | 0.25% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 4,005 | $565.5K | 0.54% | −20−0.5% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 4,005 | $565.5K | 0.13% | +24+0.6% | Added |
| Sonata Capital Group Inc | 4,000 | $565.0K | 0.29% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 4,001 | $565.0K | 0.39% | +30+0.8% | Added |
| Canton Hathaway, LLC | 3,995 | $564.0K | 0.15% | −350−8.1% | Reduced |
| Seven Mile Advisory | 3,977 | $561.6K | 0.41% | −1,259−24.0% | Reduced |
| Defined Wealth Management, LLC | 3,967 | $560.1K | 0.39% | +29+0.7% | Added |
| Intrua Financial, LLC | 3,963 | $559.6K | 0.09% | +34+0.9% | Added |
| Focused Wealth Management, Inc | 3,956 | $558.6K | 0.08% | −265−6.3% | Reduced |
| Cornerstone Wealth Management, LLC | 3,952 | $558.0K | 0.04% | +108+2.8% | Added |
| McMorgan & Co LLC | 3,939 | $556.2K | 0.09% | −3,550−47.4% | Reduced |
| Transatlantique Private Wealth LLC | 3,935 | $556.1K | 0.23% | −468−10.6% | Reduced |
| Financial Advisory Service, Inc. | 3,936 | $555.8K | 0.05% | +604+18.1% | Added |
| Keebeck Wealth Management, LLC | 3,934 | $555.5K | 0.08% | +40+1.0% | Added |
| Lyell Wealth Management, LP | 3,927 | $554.5K | 0.05% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 3,925 | $554.2K | 0.08% | −60−1.5% | Reduced |
| Plimoth Trust Co LLC | 3,924 | $554.1K | 0.15% | −108−2.7% | Reduced |
| Financial Perspectives, Inc | 3,919 | $553.4K | 0.20% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 3,879 | $553.2K | 0.05% | +513+15.2% | Added |
| Eclectic Associates Inc | 3,915 | $552.8K | 0.25% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 3,908 | $551.8K | 0.14% | +3,908 | New |
| Westwood Holdings Group Inc. | 3,895 | $550.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,892 | $549.5K | 0.14% | +228+6.2% | Added |
| McGowan Group Asset Management, Inc. | 3,891 | $549.4K | 0.08% | −499−11.4% | Reduced |
| Garrett Wealth Advisory Group, LLC | 3,886 | $548.7K | 0.20% | +94+2.5% | Added |
| Sunflower Bank, N.A. | 3,880 | $547.9K | 0.13% | −63−1.6% | Reduced |
| Capital International Sarl | 3,876 | $547.3K | 0.02% | +660+20.5% | Added |
| Vista Investment Management | 3,869 | $546.3K | 0.22% | −116−2.9% | Reduced |
| Gould Asset Management LLC | 3,868 | $546.2K | 0.13% | +209+5.7% | Added |
| Enterprise Bank & Trust Co | 3,868 | $546.2K | 0.19% | +1,203+45.1% | Added |
| Lazari Capital Management, Inc. | 3,867 | $546.1K | 0.25% | +361+10.3% | Added |
| KPP Advisory Services LLC | 3,843 | $542.6K | 0.14% | −520−11.9% | Reduced |
| Viawealth, LLC | 3,840 | $542.2K | 0.34% | +352+10.1% | Added |
| Redwood Investment Management, LLC | 4,146 | $541.0K | 0.05% | +647+18.5% | Added |
| Roble, Belko & Company, Inc | 3,825 | $540.0K | 0.09% | +25+0.7% | Added |
| PFG Advisors | 3,820 | $539.4K | 0.04% | −528−12.1% | Reduced |
| Wellington Shields & Co., LLC | 3,812 | $538.3K | 0.18% | 00.0% | Unchanged |
| Affiance Financial, LLC | 3,804 | $537.2K | 0.14% | +11+0.3% | Added |
| E&G Advisors, LP | 3,800 | $536.6K | 0.16% | +100+2.7% | Added |
| Mustard Seed Financial, LLC | 3,779 | $533.6K | 0.51% | +10.0% | Added |
| Northwest Financial Advisors | 3,775 | $533.0K | 0.54% | +63+1.7% | Added |
| Waypoint Wealth Partners Inc. | 3,774 | $532.9K | 0.16% | −104−2.7% | Reduced |
| Five Oceans Advisors | 3,770 | $532.3K | 0.28% | −480−11.3% | Reduced |
| Parkside Advisors LLC | 3,765 | $531.6K | 0.14% | 00.0% | Unchanged |
| Second Line Capital, LLC | 3,758 | $530.6K | 0.16% | +3,758 | New |
| High Falls Advisors, Inc | 3,754 | $530.0K | 0.13% | −206−5.2% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 3,750 | $529.5K | 0.13% | −150−3.8% | Reduced |
| Strategic Advisors LLC | 3,741 | $528.2K | 0.10% | +3+0.1% | Added |
| TrueWealth Advisors, LLC | 3,738 | $527.8K | 0.20% | +631+20.3% | Added |
| Middleton & Co Inc | 3,705 | $523.1K | 0.06% | −75−2.0% | Reduced |
| Rowland & Co Investment Counsel | 3,705 | $523.1K | 0.11% | 00.0% | Unchanged |
| Riverwater Partners LLC | 3,696 | $521.9K | 0.39% | +470+14.6% | Added |
| Heritage Investors Management Corp | 3,690 | $521.0K | 0.02% | +67+1.8% | Added |
| Total Clarity Wealth Management, Inc. | 3,683 | $520.0K | 0.18% | +301+8.9% | Added |
| Financial Insights, Inc. | 3,675 | $518.9K | 0.14% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 3,668 | $517.9K | 0.06% | +2+0.1% | Added |
| Patron Partners Advisors, LLC | 3,667 | $517.8K | 0.30% | 00.0% | Unchanged |
| First International Bank & Trust | 3,667 | $517.8K | 0.18% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 3,667 | $517.8K | 0.13% | +10+0.3% | Added |
| Edgestream Partners, L.P. | 3,664 | $517.4K | 0.02% | −10,107−73.4% | Reduced |
| One Charles Private Wealth Services, LLC | 3,663 | $517.2K | 0.22% | +10.0% | Added |
| Allen Investment Management LLC | 3,663 | $517.2K | 0.01% | +3,663 | New |
| Duff & Phelps Investment Management Co | 3,649 | $515.2K | 0.01% | −14,685−80.1% | Reduced |
| Wick Capital Partners, LLC | 3,648 | $515.0K | 0.18% | +587+19.2% | Added |
| Aberdeen Wealth Management LLC | 3,645 | $514.7K | 0.35% | −290−7.4% | Reduced |
| Smith Anglin Financial, LLC | 3,642 | $514.3K | 0.05% | −185−4.8% | Reduced |
| Gladius Capital Management LP | 3,636 | $513.4K | 0.51% | +1,502+70.4% | Added |
| Index Fund Advisors, Inc. | 3,628 | $512.3K | 0.03% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 3,622 | $511.4K | 0.05% | +37+1.0% | Added |
| TriaGen Wealth Management LLC | 3,621 | $511.3K | 0.20% | 00.0% | Unchanged |
| Greater Midwest Financial Group, LLC | 3,767 | $510.8K | 0.32% | +41+1.1% | Added |
| Smith, Salley & Associates | 3,614 | $510.3K | 0.04% | −529−12.8% | Reduced |
| Ssi Investment Management LLC | 3,609 | $509.6K | 0.04% | −4−0.1% | Reduced |
| Estabrook Capital Management | 3,607 | $509.3K | 0.08% | −560−13.4% | Reduced |
| Clayton Financial Group LLC | 4,027 | $505.8K | 0.22% | 00.0% | Unchanged |
| Navalign, LLC | 3,575 | $504.8K | 0.16% | −399−10.0% | Reduced |
| Laidlaw Wealth Management LLC | 3,570 | $504.1K | 0.28% | −523−12.8% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,562 | $503.0K | 0.29% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 3,562 | $502.9K | 0.49% | −52−1.4% | Reduced |
| Warther Private Wealth, LLC | 3,558 | $502.4K | 0.20% | +3,558 | New |
| Karpus Management, Inc. | 3,550 | $501.3K | 0.01% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 3,550 | $501.3K | 0.19% | 00.0% | Unchanged |
| Meritage Portfolio Management | 3,542 | $500.0K | 0.03% | +130+3.8% | Added |
| SFMG, LLC | 3,540 | $499.9K | 0.04% | −356−9.1% | Reduced |
| Concentrum Wealth Management | 3,540 | $499.8K | 0.21% | −49−1.4% | Reduced |
| Invictus Private Wealth, LLC | 3,539 | $499.7K | 0.04% | −61−1.7% | Reduced |
| Woodward Diversified Capital, LLC | 3,524 | $497.6K | 0.29% | +304+9.4% | Added |
| Sym Financial Corp | 3,524 | $497.6K | 0.08% | +332+10.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 3,506 | $495.0K | 0.19% | −234−6.3% | Reduced |
| Kingfisher Capital LLC | 3,508 | $495.0K | 0.12% | +182+5.5% | Added |
| Bellecapital International Ltd. | 3,499 | $494.1K | 0.10% | 00.0% | Unchanged |