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 |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 674 | $95.2K | 0.02% | +13+2.0% | Added |
| Mizuho Securities Co. Ltd. | 670 | $94.6K | 0.22% | +570+570.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 650 | $91.8K | 0.05% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 648 | $91.4K | 0.02% | −21−3.1% | Reduced |
| Fortitude Family Office, LLC | 638 | $90.1K | 0.05% | +222+53.4% | Added |
| Wetzel Investment Advisors, Inc. | 710 | $89.2K | 0.05% | −453−39.0% | Reduced |
| DecisionPoint Financial, LLC | 625 | $87.2K | 0.03% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 610 | $86.1K | 0.06% | +610 | New |
| ESL Trust Services, LLC | 600 | $84.7K | 0.02% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 588 | $83.0K | 0.12% | +256+77.1% | Added |
| Abich Financial Wealth Management LLC | 585 | $82.5K | 0.06% | +55+10.4% | Added |
| First Community Trust NA | 583 | $82.3K | 0.07% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 573 | $80.9K | 0.03% | 00.0% | Unchanged |
| Bellevue Group AG | 571 | $80.6K | 0.00% | −106−15.7% | Reduced |
| Clear Point Advisors Inc. | 558 | $78.8K | 0.06% | +169+43.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 548 | $77.0K | 0.00% | +548 | New |
| Broadwater Capital Management LLC | 515 | $72.7K | 0.06% | +1+0.2% | Added |
| Hilltop National Bank | 502 | $70.9K | 0.02% | +484+2,688.9% | Added |
| Halpern Financial, Inc. | 500 | $70.6K | 0.02% | −200−28.6% | Reduced |
| GoalVest Advisory LLC | 500 | $70.6K | 0.02% | −200−28.6% | Reduced |
| Symmetry Peak Management LLC | 500 | $70.6K | 5.43% | +500 | New |
| Cherry Tree Wealth Management, LLC | 498 | $70.3K | 0.02% | −97−16.3% | Reduced |
| MeadowBrook Investment Advisors LLC | 487 | $68.8K | 0.07% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 482 | $68.1K | 0.03% | −307−38.9% | Reduced |
| FSC Wealth Advisors, LLC | 477 | $67.4K | 0.05% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 477 | $67.4K | 0.02% | +16+3.5% | Added |
| Northwest Capital Management Inc | 476 | $67.2K | 0.02% | −2,700−85.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 472 | $66.6K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 435 | $61.3K | 0.02% | +3+0.7% | Added |
| Tanglewood Legacy Advisors, LLC | 433 | $61.1K | 0.03% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 430 | $60.7K | 0.04% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 425 | $60.0K | 0.04% | +29+7.3% | Added |
| Chelsea Counsel Co | 400 | $56.5K | 0.03% | +400 | New |
| First Pacific Financial | 391 | $55.2K | 0.01% | −30−7.1% | Reduced |
| Tucker Asset Management LLC | 385 | $54.4K | 0.01% | −1,575−80.4% | Reduced |
| Evolution Advisers, Inc. | 380 | $53.0K | 0.03% | 00.0% | Unchanged |
| First PREMIER Bank | 370 | $52.0K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 360 | $50.8K | 0.02% | +1+0.3% | Added |
| Cornerstone Planning Group LLC | 377 | $48.2K | 0.01% | +25+7.1% | Added |
| Cypress Capital, LLC | 325 | $45.9K | 0.01% | +325 | New |
| Investment Research & Advisory Group, Inc. | 323 | $45.6K | 0.02% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 319 | $45.0K | 0.07% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 302 | $42.7K | 0.02% | +1+0.3% | Added |
| Evergreen Private Wealth LLC | 301 | $42.5K | 0.02% | −108−26.4% | Reduced |
| Blume Capital Management, Inc. | 300 | $42.4K | 0.01% | −775−72.1% | Reduced |
| Ogorek Anthony Joseph | 299 | $42.0K | 0.01% | +1+0.3% | Added |
| Clear Investment Research, LLC | 294 | $41.5K | 0.05% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 289 | $40.8K | 0.01% | −513−64.0% | Reduced |
| Quest Partners LLC | 285 | $40.2K | 0.01% | +285 | New |
| Capula Management Ltd | 281 | $39.7K | 0.00% | +281 | New |
| Tidemark, LLC | 276 | $39.0K | 0.02% | +1+0.4% | Added |
| Luken Investment Analytics, LLC | 272 | $38.4K | 0.02% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 304 | $38.2K | 0.02% | 00.0% | Unchanged |
| Breakwater Investment Management | 269 | $38.0K | 0.02% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 259 | $37.0K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 262 | $36.5K | 0.00% | −26−9.0% | Reduced |
| Activest Wealth Management | 256 | $36.1K | 0.01% | +215+524.4% | Added |
| Rocky Mountain Advisers, LLC | 252 | $35.6K | 0.01% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 250 | $35.3K | 0.01% | +250 | New |
| Pacific Capital Wealth Advisors, Inc | 247 | $34.9K | 0.01% | +229+1,272.2% | Added |
| Ritter Daniher Financial Advisory LLC | 235 | $33.2K | 0.01% | −3−1.3% | Reduced |
| Aspect Partners, LLC | 235 | $33.2K | 0.02% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 232 | $32.8K | 0.02% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 225 | $31.8K | 0.02% | +225 | New |
| POM Investment Strategies, LLC | 215 | $30.4K | 0.02% | +215 | New |
| Fortis Group Advisors, LLC | 213 | $30.1K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 202 | $28.9K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 200 | $28.2K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 200 | $28.2K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 200 | $28.2K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $28.2K | 0.02% | – | New |
| Barrett & Company, Inc. | 195 | $27.5K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 192 | $27.1K | 0.02% | +34+21.5% | Added |
| Fairway Wealth LLC | 189 | $26.7K | 0.02% | +189 | New |
| BFSG, LLC | 179 | $25.3K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 176 | $24.8K | 0.02% | +1+0.6% | Added |
| HighMark Wealth Management LLC | 174 | $24.6K | 0.01% | +1+0.6% | Added |
| Creative Capital Management Investments LLC | 170 | $24.0K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 169 | $23.9K | 0.00% | −800−82.6% | Reduced |
| Kings Path Partners LLC | 169 | $23.9K | 0.01% | +169 | New |
| Legend Financial Advisors, Inc. | 157 | $22.2K | 0.02% | −32−16.9% | Reduced |
| Annapolis Financial Services, LLC | 140 | $19.8K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 140 | $19.8K | 0.01% | +140 | New |
| NewSquare Capital LLC | 125 | $17.6K | 0.00% | −75−37.5% | Reduced |
| Accordant Advisory Group Inc | 125 | $17.6K | 0.02% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 125 | $17.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 126 | $17.0K | 0.00% | +23+22.3% | Added |
| Coston, McIsaac & Partners | 113 | $16.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 104 | $14.7K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 103 | $14.5K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 97 | $13.7K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 93 | $13.1K | 0.00% | −1−1.1% | Reduced |
| Stone House Investment Management, LLC | 88 | $12.4K | 0.00% | −29−24.8% | Reduced |
| Keener Financial Planning LLC | 87 | $12.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 80 | $11.3K | 0.00% | −526−86.8% | Reduced |
| Morgan Dempsey Capital Management LLC | 72 | $10.2K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 72 | $9.98K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 70 | $9.88K | 0.01% | 00.0% | Unchanged |
| Gs Investments, Inc. | 50 | $7.06K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 50 | $7.06K | 0.00% | 00.0% | Unchanged |