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 |
|---|---|---|---|---|---|
| Shearwater Capital LLC | 2,585 | $365.0K | 0.27% | +295+12.9% | Added |
| Alta Wealth Advisors LLC | 2,581 | $364.4K | 0.18% | +4+0.2% | Added |
| Kelly Financial Services LLC | 2,575 | $363.6K | 0.13% | +2+0.1% | Added |
| Platte River Wealth Advisors, LLC | 2,575 | $363.6K | 0.10% | −500−16.3% | Reduced |
| USAdvisors Wealth Management, LLC | 2,574 | $363.0K | 0.13% | −25−1.0% | Reduced |
| DDFG, Inc | 2,569 | $362.7K | 0.11% | +2+0.1% | Added |
| Hyperion Partners, LLC | 2,567 | $362.4K | 0.26% | +123+5.0% | Added |
| Rodgers Brothers Inc. | 2,564 | $362.0K | 0.05% | +174+7.3% | Added |
| Embree Financial Group | 2,563 | $361.9K | 0.07% | −199−7.2% | Reduced |
| Jag Capital Management, LLC | 2,563 | $361.8K | 0.05% | +10.0% | Added |
| Stonehearth Capital Management, LLC | 2,563 | $361.8K | 0.15% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 2,561 | $361.6K | 0.16% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 2,555 | $360.8K | 0.14% | −100−3.8% | Reduced |
| Apriem Advisors | 2,555 | $360.7K | 0.04% | +55+2.2% | Added |
| China Universal Asset Management Co., Ltd. | 2,554 | $360.6K | 0.05% | −758−22.9% | Reduced |
| Lakewood Asset Management LLC | 2,549 | $359.9K | 0.25% | +2+0.1% | Added |
| Inspirion Wealth Advisors, LLC | 2,548 | $359.8K | 0.06% | +10.0% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,544 | $359.3K | 0.04% | −2,539−50.0% | Reduced |
| Navellier & Associates Inc | 2,544 | $359.2K | 0.04% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,530 | $357.2K | 0.13% | +270+11.9% | Added |
| Legacy Edge Advisors, LLC | 2,522 | $356.1K | 0.07% | +252+11.1% | Added |
| Levy Wealth Management Group, LLC | 2,516 | $355.2K | 0.09% | −206−7.6% | Reduced |
| Patton Albertson Miller Group, LLC | 2,515 | $355.1K | 0.05% | +363+16.9% | Added |
| Weaver Consulting Group | 2,509 | $354.3K | 0.12% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 2,503 | $353.4K | 0.25% | −213−7.8% | Reduced |
| Umpqua Bank | 2,503 | $353.4K | 0.14% | +369+17.3% | Added |
| Full Sail Capital, LLC | 2,501 | $353.1K | 0.02% | −545−17.9% | Reduced |
| Pinnacle Bancorp, Inc. | 2,501 | $353.1K | 0.10% | +481+23.8% | Added |
| Alpha Square Group S, LLC | 2,500 | $353.0K | 0.65% | 00.0% | Unchanged |
| Washington Capital Management Inc | 2,500 | $353.0K | 0.30% | +2,500 | New |
| Towercrest Capital Management | 2,498 | $352.7K | 0.06% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,490 | $351.6K | 0.03% | −121−4.6% | Reduced |
| Claret Asset Management Corp | 2,486 | $351.0K | 0.06% | −2,283−47.9% | Reduced |
| Dearborn Partners LLC | 2,484 | $350.7K | 0.02% | +102+4.3% | Added |
| FreeGulliver LLC | 2,480 | $350.2K | 0.24% | +2,480 | New |
| Latitude Advisors, LLC | 2,467 | $348.3K | 0.21% | −37−1.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,458 | $347.1K | 0.14% | +10+0.4% | Added |
| Turtle Creek Wealth Advisors, LLC | 2,455 | $346.6K | 0.08% | +518+26.7% | Added |
| Wellington Shields Capital Management, LLC | 2,444 | $345.1K | 0.06% | +1,049+75.2% | Added |
| Capital Markets Trading UK LLP | 2,443 | $345.0K | 0.25% | −3,680−60.1% | Reduced |
| Founders Capital Management | 2,443 | $345.0K | 0.22% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 2,436 | $343.9K | 0.15% | +53+2.2% | Added |
| Ironwood Investment Counsel, LLC | 2,434 | $343.7K | 0.06% | −332−12.0% | Reduced |
| Nepsis, Inc. | 2,428 | $342.8K | 0.09% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 2,423 | $342.1K | 0.03% | −19−0.8% | Reduced |
| Berkeley, Inc | 2,423 | $342.1K | 0.21% | 00.0% | Unchanged |
| First Financial Corp | 2,420 | $341.7K | 0.17% | −255−9.5% | Reduced |
| Pachira Investments Inc. | 2,419 | $341.5K | 0.30% | −202−7.7% | Reduced |
| Segment Wealth Management, LLC | 2,415 | $341.0K | 0.03% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 2,414 | $340.9K | 0.25% | +10.0% | Added |
| FSA Advisors, Inc. | 2,449 | $340.6K | 0.36% | +15+0.6% | Added |
| Brown, Lisle/Cummings, Inc. | 2,410 | $340.3K | 0.11% | +375+18.4% | Added |
| Strata Wealth Advisors, LLC | 2,410 | $340.3K | 0.12% | +800+49.7% | Added |
| Falcon Wealth Planning | 2,408 | $340.1K | 0.04% | +2,408 | New |
| Horizon Wealth Management, LLC | 2,401 | $339.0K | 0.08% | −174−6.8% | Reduced |
| Marietta Investment Partners LLC | 2,400 | $338.9K | 0.07% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 2,400 | $338.9K | 0.05% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 2,400 | $338.9K | 0.12% | 00.0% | Unchanged |
| Noble Family Wealth, LLC | 2,400 | $338.9K | 0.10% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 2,389 | $337.4K | 0.05% | −89−3.6% | Reduced |
| Beirne Wealth Consulting Services, LLC | 2,387 | $337.0K | 0.14% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 2,386 | $336.9K | 0.09% | +12+0.5% | Added |
| Jacobsen Capital Management | 2,385 | $336.8K | 0.15% | +498+26.4% | Added |
| Lazard Freres Gestion S.A.S. | 2,400 | $336.0K | 0.01% | 00.0% | Unchanged |
| Moore Capital Management, LP | 2,377 | $335.6K | 0.01% | +2,377 | New |
| LVW Advisors, LLC | 2,364 | $333.8K | 0.05% | +409+20.9% | Added |
| CFO4Life Group, LLC | 2,359 | $333.1K | 0.06% | −80−3.3% | Reduced |
| TTP Investments, Inc. | 2,344 | $331.0K | 0.12% | +320+15.8% | Added |
| Western Pacific Wealth Management, LP | 2,341 | $330.5K | 0.25% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 2,306 | $330.0K | 0.12% | +88+4.0% | Added |
| 49 Wealth Management, LLC | 2,304 | $329.7K | 0.07% | +2,304 | New |
| Riverstone Advisors, LLC | 2,329 | $328.9K | 0.20% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 2,329 | $328.8K | 0.16% | −52−2.2% | Reduced |
| Greenhouse Wealth Management, LLC | 2,329 | $328.8K | 0.24% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 2,325 | $328.3K | 0.05% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 2,323 | $328.0K | 0.27% | +75+3.3% | Added |
| Peddock Capital Advisors, LLC | 2,315 | $326.9K | 0.08% | −592−20.4% | Reduced |
| Sendero Wealth Management, LLC | 2,315 | $326.9K | 0.05% | −299−11.4% | Reduced |
| Mirabella Financial Services LLP | 2,311 | $326.3K | 0.02% | −1,069−31.6% | Reduced |
| Werlinich Asset Management, LLC | 2,325 | $325.9K | 0.20% | +70+3.1% | Added |
| CPA Asset Management LLC | 2,303 | $325.2K | 0.17% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 2,300 | $324.8K | 0.09% | +2,300 | New |
| First Dallas Securities Inc. | 2,300 | $324.8K | 0.14% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 2,300 | $324.7K | 0.05% | −97−4.0% | Reduced |
| Dash Acquisitions Inc. | 2,331 | $324.6K | 0.09% | −56−2.3% | Reduced |
| ForthRight Wealth Management, LLC | 2,298 | $324.5K | 0.12% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 2,294 | $323.9K | 0.12% | +65+2.9% | Added |
| Jentner Corp | 2,288 | $323.1K | 0.11% | +8+0.4% | Added |
| Jmac Enterprises LLC | 2,284 | $322.5K | 0.06% | −14−0.6% | Reduced |
| Range Financial Group LLC | 2,283 | $322.4K | 0.16% | +202+9.7% | Added |
| MBA Advisors LLC | 2,276 | $321.4K | 0.16% | −140−5.8% | Reduced |
| Wealthquest Corp | 2,275 | $321.2K | 0.03% | +50+2.2% | Added |
| Beacon Capital Management, LLC | 2,274 | $321.0K | 0.06% | −15−0.7% | Reduced |
| MPS Loria Financial Planners, LLC | 2,273 | $321.0K | 0.10% | +5+0.2% | Added |
| Compass Wealth Management LLC | 2,269 | $320.4K | 0.08% | +700+44.6% | Added |
| Financial Management Professionals, Inc. | 2,266 | $320.0K | 0.04% | +15+0.7% | Added |
| TCWP LLC | 2,265 | $319.8K | 0.78% | −2−0.1% | Reduced |
| Seldon Capital LP | 2,265 | $319.8K | 0.17% | 00.0% | Unchanged |
| Rinkey Investments | 2,257 | $318.7K | 0.11% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 2,250 | $317.7K | 0.05% | +136+6.4% | Added |