Oracle Corp
ORCL- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001341439
In the last 90 days, Oracle Corp insiders filed 0 open-market purchases 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, Q3 2024
Institutional positions in Oracle Corp as of Sep 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
- 3,077
- +185 vs. Q2 2024
- Shares held
- 1.21B
- +144.3M (+13.5%) vs. Q2 2024
- Total value
- $206.6B
- +$55.7B (+36.9%) vs. Q2 2024
- New holders
- 285
- 1,220 more added
- Sold out
- 100
- 1,104 more reduced
34 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 3,507 | $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 | 2,820 | $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, Q3 2024
Shares, value and share of portfolio for each institution holding Oracle Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| World Equity Group, Inc. | 3,975 | $677.3K | 0.24% | −12,839−76.4% | Reduced |
| Intrua Financial, LLC | 3,975 | $677.4K | 0.11% | +12+0.3% | Added |
| KPP Advisory Services LLC | 3,977 | $677.7K | 0.16% | +134+3.5% | Added |
| Mengis Capital Management, Inc. | 3,978 | $677.9K | 0.13% | −4,587−53.6% | Reduced |
| Garrett Investment Advisors LLC | 3,979 | $678.0K | 0.07% | −950−19.3% | Reduced |
| Canton Hathaway, LLC | 3,995 | $681.0K | 0.17% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 3,998 | $681.3K | 0.44% | +31+0.8% | Added |
| Univest Financial Corp | 3,998 | $681.3K | 0.04% | +3,998 | New |
| Waterfront Wealth Inc. | 3,937 | $681.6K | 0.17% | −1,254−24.2% | Reduced |
| Bramshill Investments, LLC | 4,000 | $681.6K | 0.07% | +4,000 | New |
| Sonata Capital Group Inc | 4,000 | $682.0K | 0.29% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 4,002 | $682.0K | 0.28% | +10.0% | Added |
| Cape Cod Five Cents Savings Bank | 4,017 | $684.5K | 0.06% | −242−5.7% | Reduced |
| Clayton Financial Group LLC | 4,027 | $686.2K | 0.26% | 00.0% | Unchanged |
| FMA Wealth Management, LLC | 4,029 | $686.5K | 0.50% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 4,039 | $688.2K | 0.75% | 00.0% | Unchanged |
| High Note Wealth, LLC | 4,041 | $688.6K | 0.20% | −96−2.3% | Reduced |
| Blue Barn Wealth, LLC | 4,041 | $688.6K | 0.35% | +2,244+124.9% | Added |
| Northcape Wealth Management, LLC | 4,050 | $690.1K | 0.23% | −30−0.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 4,050 | $690.1K | 0.09% | +737+22.2% | Added |
| Rebalance, LLC | 4,055 | $691.0K | 0.05% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 4,066 | $691.1K | 0.40% | 00.0% | Unchanged |
| Centennial Bank | 4,059 | $691.7K | 0.32% | −26−0.6% | Reduced |
| Eagle Wealth Strategies LLC | 4,077 | $694.7K | 0.51% | +1,886+86.1% | Added |
| ICONIQ Capital, LLC | 4,078 | $694.9K | 0.01% | +4,078 | New |
| Hurlow Wealth Management Group, Inc. | 4,079 | $695.1K | 0.22% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 4,086 | $696.3K | 0.57% | −224−5.2% | Reduced |
| Forza Wealth Management, LLC | 4,096 | $698.0K | 0.32% | +809+24.6% | Added |
| Tyche Wealth Partners LLC | 4,096 | $698.0K | 0.16% | −137−3.2% | Reduced |
| Westwood Holdings Group Inc. | 4,100 | $698.6K | 0.00% | +205+5.3% | Added |
| Clough Capital Partners L P | 4,100 | $698.6K | 0.07% | +4,100 | New |
| Exchange Capital Management, Inc. | 4,104 | $699.3K | 0.11% | −155−3.6% | Reduced |
| Wealth Group, Ltd. | 4,110 | $700.0K | 0.47% | −135−3.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 4,113 | $700.0K | 0.20% | 00.0% | Unchanged |
| Smith, Salley & Associates | 4,109 | $700.2K | 0.05% | +495+13.7% | Added |
| Onyx Financial Advisors, LLC | 4,109 | $700.2K | 0.38% | +12+0.3% | Added |
| Kaydan Wealth Management, Inc. | 4,119 | $701.9K | 0.21% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4,127 | $703.2K | 0.18% | +130+3.3% | Added |
| Chapin Davis, Inc. | 4,141 | $705.6K | 0.23% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 4,143 | $706.0K | 0.21% | −370−8.2% | Reduced |
| Middleton & Co Inc | 4,157 | $708.4K | 0.08% | +452+12.2% | Added |
| Ade, LLC | 4,159 | $708.7K | 0.44% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 11,652 | $713.7K | 0.25% | −3,698−24.1% | Reduced |
| Onefund, LLC | 4,198 | $715.3K | 0.73% | +25+0.6% | Added |
| Waypoint Capital Advisors, LLC | 4,225 | $719.9K | 0.15% | +119+2.9% | Added |
| Ninepoint Partners LP | 4,229 | $720.6K | 0.09% | +4,229 | New |
| Signature Resources Capital Management, LLC | 4,236 | $721.8K | 0.66% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 4,249 | $724.0K | 0.53% | −1,471−25.7% | Reduced |
| Berkeley, Inc | 4,266 | $726.9K | 0.21% | +1,843+76.1% | Added |
| Ironwood Financial, llc | 4,270 | $727.6K | 0.15% | −218−4.9% | Reduced |
| Arista Wealth Management, LLC | 4,285 | $730.2K | 0.18% | +10+0.2% | Added |
| Wealth Architects, LLC | 4,288 | $730.7K | 0.08% | +161+3.9% | Added |
| Beacon Financial Advisory LLC | 4,292 | $731.3K | 0.25% | −135−3.0% | Reduced |
| Red Tortoise LLC | 4,309 | $734.2K | 0.37% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 4,411 | $737.3K | 0.20% | +7+0.2% | Added |
| Evanson Asset Management, LLC | 4,327 | $737.4K | 0.05% | +4+0.1% | Added |
| Tyler-Stone Wealth Management | 4,353 | $741.8K | 0.14% | +2,393+122.1% | Added |
| Flynn Zito Capital Management, LLC | 4,356 | $742.2K | 0.36% | +8+0.2% | Added |
| Woodard & Co Asset Management Group Inc | 4,357 | $742.4K | 0.17% | 00.0% | Unchanged |
| Campion Asset Management LLC | 4,360 | $742.9K | 0.55% | −215−4.7% | Reduced |
| BlueSky Wealth Advisors, LLC | 4,360 | $742.9K | 0.12% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 4,358 | $743.0K | 0.03% | −111−2.5% | Reduced |
| Seven Mile Advisory | 4,364 | $743.6K | 0.49% | +387+9.7% | Added |
| Roof Eidam & Maycock | 4,367 | $744.1K | 0.19% | 00.0% | Unchanged |
| Bremer Bank National Association | 4,368 | $744.3K | 0.14% | −317−6.8% | Reduced |
| Financial Partners Group, Inc | 4,379 | $746.1K | 0.11% | +148+3.5% | Added |
| Retirement Income Solutions, Inc | 4,386 | $747.4K | 0.17% | −147−3.2% | Reduced |
| Heartwood Wealth Advisors LLC | 4,393 | $748.6K | 0.08% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 4,396 | $749.1K | 0.04% | +22+0.5% | Added |
| Burton Enright Welch | 4,399 | $749.6K | 0.16% | −86−1.9% | Reduced |
| Alta Advisers Ltd | 4,400 | $749.8K | 0.34% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 4,411 | $751.6K | 0.49% | 00.0% | Unchanged |
| Wendell David Associates Inc | 4,411 | $752.0K | 0.07% | 00.0% | Unchanged |
| Ballast, Inc. | 4,424 | $753.9K | 0.21% | +20.0% | Added |
| Opal Wealth Advisors, LLC | 4,427 | $754.4K | 0.24% | −40−0.9% | Reduced |
| Total Clarity Wealth Management, Inc. | 4,445 | $757.4K | 0.24% | +762+20.7% | Added |
| 49 Wealth Management, LLC | 4,446 | $757.6K | 0.12% | +2,142+93.0% | Added |
| Phoenix Wealth Advisors | 4,454 | $759.0K | 0.35% | −50−1.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,461 | $760.2K | 0.06% | −1,194−21.1% | Reduced |
| Hara Capital LLC | 4,465 | $760.8K | 0.47% | −10−0.2% | Reduced |
| Armbruster Capital Management, Inc. | 4,478 | $763.1K | 0.15% | −2,371−34.6% | Reduced |
| Cromwell Holdings LLC | 4,478 | $763.1K | 0.49% | +93+2.1% | Added |
| Fielder Capital Group LLC | 4,478 | $763.1K | 0.25% | −20.0% | Reduced |
| Clarity Wealth Advisors, LLC | 4,485 | $764.2K | 0.22% | +204+4.8% | Added |
| Lodestar Private Asset Management LLC | 4,485 | $764.2K | 0.10% | −261−5.5% | Reduced |
| Appleton Partners Inc | 4,489 | $765.0K | 0.06% | −1,840−29.1% | Reduced |
| Maple Capital Management, Inc. | 4,493 | $765.6K | 0.06% | +129+3.0% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,496 | $766.2K | 0.07% | +1,952+76.7% | Added |
| Clal Insurance Enterprises Holdings Ltd | 4,500 | $767.0K | 0.01% | −3,500−43.8% | Reduced |
| Callan Family Office, LLC | 4,509 | $768.3K | 0.13% | +1,250+38.4% | Added |
| TrueWealth Advisors, LLC | 4,509 | $768.4K | 0.26% | +771+20.6% | Added |
| Chesapeake Asset Management LLC | 4,513 | $769.0K | 0.67% | −3,338−42.5% | Reduced |
| Stony Point Wealth Management Inc. | 4,516 | $769.6K | 0.32% | +50+1.1% | Added |
| Certified Advisory Corp | 4,517 | $769.8K | 0.09% | +1,241+37.9% | Added |
| Invenio Wealth Partners LLC | 4,535 | $772.8K | 0.33% | +110+2.5% | Added |
| McGlone Suttner Wealth Management, Inc. | 4,547 | $774.8K | 0.16% | +907+24.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 4,552 | $776.0K | 0.05% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 4,558 | $776.7K | 0.15% | +4,558 | New |
| Charter Trust Co | 4,562 | $777.4K | 0.05% | −523−10.3% | Reduced |
| Security Financial Services, INC. | 4,572 | $779.2K | 0.16% | −194−4.1% | Reduced |