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, 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
- 3,078
- +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
- 1,105 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 | 3,508 | $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, 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 |
|---|---|---|---|---|---|
| Northstar Group, Inc. | 6,007 | $1.02M | 0.18% | −75−1.2% | Reduced |
| Camden Capital, LLC | 6,058 | $1.03M | 0.11% | −4,904−44.7% | Reduced |
| Whalen Wealth Management Inc. | 6,079 | $1.04M | 0.73% | +259+4.5% | Added |
| Richwood Investment Advisors, LLC | 6,091 | $1.04M | 0.86% | −200−3.2% | Reduced |
| Stockman Wealth Management, Inc. | 6,109 | $1.04M | 0.16% | −21−0.3% | Reduced |
| Gabelli Funds LLC | 6,124 | $1.04M | 0.01% | −638−9.4% | Reduced |
| Avalon Trust Co | 6,136 | $1.05M | 0.08% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 6,141 | $1.05M | 0.06% | +885+16.8% | Added |
| Worth Financial Advisory Group, LLC | 6,141 | $1.05M | 0.61% | +119+2.0% | Added |
| Clarkston Capital Partners, LLC | 6,143 | $1.05M | 0.02% | 00.0% | Unchanged |
| Fca Corp | 6,150 | $1.05M | 0.32% | −196−3.1% | Reduced |
| MCF Advisors LLC | 6,165 | $1.05M | 0.07% | −21−0.3% | Reduced |
| JNBA Financial Advisors | 6,167 | $1.05M | 0.11% | −954−13.4% | Reduced |
| Mindset Wealth Management, LLC | 6,170 | $1.05M | 0.43% | +6,170 | New |
| Goelzer Investment Management, Inc. | 6,192 | $1.06M | 0.06% | −113−1.8% | Reduced |
| Cidel Asset Management Inc | 6,193 | $1.06M | 0.07% | −113−1.8% | Reduced |
| Leslie Global Wealth, LLC | 6,201 | $1.06M | 0.51% | +1,981+46.9% | Added |
| Integrated Investment Consultants, LLC | 6,207 | $1.06M | 0.23% | −43−0.7% | Reduced |
| Balentine LLC | 6,226 | $1.06M | 0.04% | +4,454+251.4% | Added |
| Destination Wealth Management | 6,241 | $1.06M | 0.03% | +1,335+27.2% | Added |
| Leo Wealth, LLC | 6,274 | $1.07M | 0.10% | +543+9.5% | Added |
| Hollencrest Capital Management | 6,301 | $1.07M | 0.04% | +160+2.6% | Added |
| Catalyst Financial Partners LLC | 6,308 | $1.07M | 0.21% | +437+7.4% | Added |
| Zhang Financial LLC | 6,310 | $1.08M | 0.07% | −71−1.1% | Reduced |
| RAM Investment Partners, LLC | 6,313 | $1.08M | 0.28% | +487+8.4% | Added |
| PAX Financial Group, LLC | 6,315 | $1.08M | 0.19% | +871+16.0% | Added |
| LRI Investments, LLC | 5,759 | $1.08M | 0.10% | −63−1.1% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,329 | $1.08M | 0.27% | 00.0% | Unchanged |
| Keystone Financial Group | 6,341 | $1.08M | 0.14% | +185+3.0% | Added |
| Apeiron RIA LLC | 6,342 | $1.08M | 0.31% | +40+0.6% | Added |
| Simon Quick Advisors, LLC | 6,350 | $1.08M | 0.07% | +1,405+28.4% | Added |
| Altrius Capital Management Inc | 6,351 | $1.08M | 0.27% | +104+1.7% | Added |
| Virtus ETF Advisers LLC | 6,369 | $1.09M | 0.51% | +6,369 | New |
| Prosperity Consulting Group, LLC | 6,387 | $1.09M | 0.08% | −7,649−54.5% | Reduced |
| Engineers Gate Manager LP | 6,413 | $1.09M | 0.02% | −65,957−91.1% | Reduced |
| National Philanthropic Trust | 6,427 | $1.10M | 0.02% | +116+1.8% | Added |
| Aviance Capital Partners, LLC | 6,450 | $1.10M | 0.14% | −75−1.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 6,461 | $1.10M | 0.02% | +12+0.2% | Added |
| Apella Capital, LLC | 6,569 | $1.10M | 0.05% | −30.0% | Reduced |
| RB Capital Management, LLC | 6,471 | $1.10M | 0.26% | −20−0.3% | Reduced |
| DGS Capital Management, LLC | 6,486 | $1.11M | 0.30% | +399+6.6% | Added |
| Schrum Private Wealth Management LLC | 6,500 | $1.11M | 0.57% | −593−8.4% | Reduced |
| Forge First Asset Management Inc. | 6,500 | $1.11M | 0.61% | +6,500 | New |
| CNB Bank | 6,512 | $1.11M | 0.51% | −255−3.8% | Reduced |
| Ellevest, Inc. | 6,524 | $1.11M | 0.06% | −216−3.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,529 | $1.11M | 0.11% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 6,537 | $1.11M | 0.70% | +770+13.4% | Added |
| Rehmann Capital Advisory Group | 6,547 | $1.12M | 0.07% | −3,016−31.5% | Reduced |
| Guardian Wealth Advisors, LLC | 6,574 | $1.12M | 0.12% | −34−0.5% | Reduced |
| Wealth Effects LLC | 6,575 | $1.12M | 0.39% | −350−5.1% | Reduced |
| Oak Thistle LLC | 6,597 | $1.12M | 0.37% | +6,597 | New |
| Rbo & Co LLC | 6,600 | $1.12M | 0.18% | 00.0% | Unchanged |
| Key Financial Inc | 6,627 | $1.13M | 0.25% | +27+0.4% | Added |
| SRN Advisors, LLC | 6,637 | $1.13M | 1.00% | −809−10.9% | Reduced |
| BLB&B Advisors, LLC | 6,655 | $1.13M | 0.06% | +227+3.5% | Added |
| Oxford Financial Group Ltd | 6,673 | $1.14M | 0.07% | −1,119−14.4% | Reduced |
| Raleigh Capital Management Inc. | 6,674 | $1.14M | 0.44% | +559+9.1% | Added |
| SlateStone Wealth, LLC | 6,692 | $1.14M | 0.10% | +600+9.8% | Added |
| SRS Capital Advisors, Inc. | 6,698 | $1.14M | 0.10% | +189+2.9% | Added |
| Beach Investment Counsel Inc | 6,700 | $1.14M | 0.14% | 00.0% | Unchanged |
| Monument Capital Management | 6,715 | $1.14M | 0.32% | −10−0.1% | Reduced |
| Mangrove Partners | 6,730 | $1.15M | 0.11% | +6,730 | New |
| Ariadne Wealth Management, LP | 6,168 | $1.15M | 0.63% | +6,168 | New |
| McAdam, LLC | 6,754 | $1.15M | 0.06% | +315+4.9% | Added |
| American National Bank | 6,759 | $1.15M | 0.14% | −184−2.7% | Reduced |
| Mosley Wealth Management | 6,640 | $1.15M | 0.79% | +564+9.3% | Added |
| Centerpoint Advisors, LLC | 6,772 | $1.15M | 0.40% | −150−2.2% | Reduced |
| Allen Investment Management LLC | 6,796 | $1.16M | 0.01% | +3,133+85.5% | Added |
| Ambassador Advisors, LLC | 6,813 | $1.16M | 0.20% | −1,855−21.4% | Reduced |
| Arcataur Capital Management LLC | 6,822 | $1.16M | 0.39% | −10−0.1% | Reduced |
| Semanteon Capital Management, LP | 6,825 | $1.16M | 0.79% | +6,825 | New |
| First Command Advisory Services, Inc. | 6,834 | $1.16M | 0.01% | −261−3.7% | Reduced |
| Gray Private Wealth, LLC | 6,858 | $1.17M | 0.70% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 6,862 | $1.17M | 0.17% | 00.0% | Unchanged |
| Landmark Wealth Management, LLC | 6,866 | $1.17M | 0.51% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 6,728 | $1.17M | 0.06% | −1,011−13.1% | Reduced |
| Drive Wealth Management, LLC | 6,891 | $1.17M | 0.31% | +276+4.2% | Added |
| Bath Savings Trust Co | 6,918 | $1.18M | 0.12% | −150−2.1% | Reduced |
| Sachetta, LLC | 6,919 | $1.18M | 0.47% | +3,357+94.2% | Added |
| Traphagen Investment Advisors LLC | 6,927 | $1.18M | 0.12% | +17+0.2% | Added |
| Premier Path Wealth Partners, LLC | 6,935 | $1.18M | 0.19% | −45−0.6% | Reduced |
| Perritt Capital Management Inc | 6,970 | $1.19M | 0.61% | −355−4.8% | Reduced |
| Interchange Capital Partners, LLC | 6,969 | $1.19M | 0.42% | +160+2.3% | Added |
| Davis Investment Partners, LLC | 7,092 | $1.19M | 0.50% | +367+5.5% | Added |
| Patten Group, Inc. | 6,980 | $1.19M | 0.26% | +2,870+69.8% | Added |
| Accurate Wealth Management, LLC | 6,846 | $1.19M | 0.24% | +1,068+18.5% | Added |
| Global Assets Advisory, LLC | 7,132 | $1.19M | 0.65% | +7,132 | New |
| Dopkins Wealth Management, LLC | 7,000 | $1.19M | 0.96% | +7,000 | New |
| Parthenon LLC | 7,018 | $1.20M | 0.14% | −13−0.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 7,023 | $1.20M | 0.24% | +3,115+79.7% | Added |
| Robertson Stephens Wealth Management, LLC | 7,049 | $1.20M | 0.04% | −116−1.6% | Reduced |
| Vivaldi Capital Management, LLC | 7,052 | $1.20M | 0.35% | −157−2.2% | Reduced |
| Legacy Capital Group California, Inc. | 7,081 | $1.21M | 0.40% | −282−3.8% | Reduced |
| Lee Financial Co | 7,081 | $1.21M | 0.17% | +293+4.3% | Added |
| Leisure Capital Management | 7,086 | $1.21M | 0.52% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 7,089 | $1.21M | 0.10% | −630−8.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 7,096 | $1.21M | 0.15% | −240−3.3% | Reduced |
| D'Orazio & Associates, Inc. | 7,099 | $1.21M | 0.17% | −97−1.3% | Reduced |
| Magnus Financial Group LLC | 7,101 | $1.21M | 0.12% | +473+7.1% | Added |
| Sigma Investment Counselors Inc | 7,138 | $1.22M | 0.07% | +116+1.7% | Added |