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 |
|---|---|---|---|---|---|
| Tranquilli Financial Advisor LLC | 7,152 | $1.22M | 0.76% | −32−0.4% | Reduced |
| Berger Financial Group, Inc | 7,160 | $1.22M | 0.09% | +208+3.0% | Added |
| IPG Investment Advisors LLC | 7,184 | $1.22M | 0.27% | +5,373+296.7% | Added |
| Naviter Wealth, LLC | 7,201 | $1.23M | 0.17% | −116−1.6% | Reduced |
| Lewis Asset Management, LLC | 7,206 | $1.23M | 0.90% | +1,152+19.0% | Added |
| Ipswich Investment Management Co., Inc. | 7,226 | $1.23M | 0.29% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 7,226 | $1.23M | 0.22% | +1,082+17.6% | Added |
| Gerber, LLC | 7,229 | $1.23M | 0.91% | −174−2.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,253 | $1.24M | 0.05% | −5,873−44.7% | Reduced |
| LBMC Investment Advisors, LLC | 7,268 | $1.24M | 0.10% | 00.0% | Unchanged |
| Barton Investment Management | 7,275 | $1.24M | 0.16% | 00.0% | Unchanged |
| Shell Asset Management Co | 7,291 | $1.24M | 0.05% | +7,291 | New |
| Oddo BHF Asset Management SAS | 7,291 | $1.24M | 0.06% | +7,291 | New |
| Newman Dignan & Sheerar, Inc. | 7,206 | $1.24M | 0.30% | 00.0% | Unchanged |
| Forte Capital LLC | 7,302 | $1.24M | 0.14% | +209+2.9% | Added |
| Arthur M. Cohen & Associates, LLC | 7,445 | $1.24M | 0.22% | +195+2.7% | Added |
| Garde Capital, Inc. | 7,315 | $1.25M | 0.08% | −372−4.8% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 7,317 | $1.25M | 0.72% | −41−0.6% | Reduced |
| Northeast Investment Management | 7,345 | $1.25M | 0.06% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 7,347 | $1.25M | 0.25% | +687+10.3% | Added |
| Geller Advisors LLC | 7,361 | $1.25M | 0.09% | −2,880−28.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 7,369 | $1.26M | 0.11% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 7,370 | $1.26M | 0.39% | +2,870+63.8% | Added |
| Beaton Management Co. Inc. | 7,369 | $1.26M | 0.64% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 7,422 | $1.26M | 0.24% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 7,423 | $1.26M | 0.78% | +7,423 | New |
| Global Financial Private Client, LLC | 7,426 | $1.27M | 0.49% | −7,462−50.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,427 | $1.27M | 0.06% | +7,427 | New |
| TrinityPoint Wealth, LLC | 7,441 | $1.27M | 0.18% | −16−0.2% | Reduced |
| Landaas & Co | 7,464 | $1.27M | 0.35% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 7,483 | $1.28M | 0.43% | −2,037−21.4% | Reduced |
| Cornerstone Wealth Management, LLC | 7,487 | $1.28M | 0.09% | +3,535+89.4% | Added |
| Monetta Financial Services Inc | 7,500 | $1.28M | 1.09% | 00.0% | Unchanged |
| Lipe & Dalton | 7,541 | $1.28M | 0.65% | −900−10.7% | Reduced |
| Narwhal Capital Management | 7,544 | $1.29M | 0.12% | +3,504+86.7% | Added |
| Mayflower Financial Advisors, LLC | 7,547 | $1.29M | 0.19% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 7,555 | $1.29M | 1.05% | +9+0.1% | Added |
| CVA Family Office, LLC | 7,579 | $1.29M | 0.21% | +195+2.6% | Added |
| BancorpSouth Bank | 7,605 | $1.30M | 0.09% | +59+0.8% | Added |
| Gsa Capital Partners LLP | 7,612 | $1.30M | 0.10% | −144−1.9% | Reduced |
| Emprise Bank | 7,614 | $1.30M | 0.75% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 7,628 | $1.30M | 0.55% | 00.0% | Unchanged |
| Union Savings Bank | 7,643 | $1.30M | 0.64% | +15+0.2% | Added |
| FSM Wealth Advisors, LLC | 7,685 | $1.31M | 0.35% | +316+4.3% | Added |
| Radnor Capital Management, LLC | 7,703 | $1.31M | 0.19% | +555+7.8% | Added |
| Waddell & Associates, LLC | 7,737 | $1.32M | 0.16% | +212+2.8% | Added |
| Laraway Financial Inc | 7,740 | $1.32M | 1.05% | +796+11.5% | Added |
| WealthTrust Axiom LLC | 7,741 | $1.32M | 0.39% | −150−1.9% | Reduced |
| Old Mission Investment Co LLC | 7,778 | $1.33M | 0.40% | −4−0.1% | Reduced |
| American Capital Advisory, LLC | 7,784 | $1.33M | 0.77% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 7,789 | $1.33M | 0.17% | +471+6.4% | Added |
| Meritas Wealth Management, LLC | 7,804 | $1.33M | 0.82% | −286−3.5% | Reduced |
| Columbia Asset Management | 7,806 | $1.33M | 0.23% | +220+2.9% | Added |
| Advisory Research Inc | 7,812 | $1.33M | 0.24% | −401−4.9% | Reduced |
| Ridgecrest Wealth Partners, LLC | 7,813 | $1.33M | 0.69% | +100+1.3% | Added |
| Burke & Herbert Bank & Trust Co | 7,819 | $1.33M | 0.31% | −51−0.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 7,830 | $1.33M | 0.06% | +95+1.2% | Added |
| Dogwood Wealth Management LLC | 7,832 | $1.33M | 0.77% | +317+4.2% | Added |
| United Bank | 7,835 | $1.34M | 0.16% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 7,846 | $1.34M | 0.22% | −590−7.0% | Reduced |
| Kirtland Hills Capital Management, LLC | 7,846 | $1.34M | 0.74% | +20.0% | Added |
| Financial Partners Group, LLC | 7,860 | $1.34M | 0.50% | +5,625+251.7% | Added |
| Capital Advisors, Ltd. LLC | 7,868 | $1.34M | 0.17% | +69+0.9% | Added |
| Plancorp, LLC | 7,874 | $1.34M | 0.05% | +7+0.1% | Added |
| Pointe Capital Management LLC | 7,883 | $1.34M | 0.78% | +555+7.6% | Added |
| Gries Financial LLC | 7,892 | $1.34M | 0.25% | +137+1.8% | Added |
| CORDA Investment Management, LLC. | 7,898 | $1.35M | 0.10% | +107+1.4% | Added |
| Baldwin Investment Management, LLC | 7,912 | $1.35M | 0.17% | +150+1.9% | Added |
| Campbell Newman Asset Management Inc | 7,919 | $1.35M | 0.10% | +2,387+43.1% | Added |
| Zuckerman Investment Group, LLC | 7,945 | $1.35M | 0.14% | +68+0.9% | Added |
| Elyxium Wealth, LLC | 7,947 | $1.35M | 0.75% | +7,947 | New |
| Essex Savings Bank | 7,977 | $1.36M | 0.34% | −58−0.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 7,979 | $1.36M | 0.03% | +3,158+65.5% | Added |
| Charles Schwab Trust Co | 7,983 | $1.36M | 0.12% | −810−9.2% | Reduced |
| Maso Capital Partners Ltd | 8,000 | $1.36M | 1.28% | −7,700−49.0% | Reduced |
| Howard Capital Management Group, LLC | 8,019 | $1.37M | 0.10% | +883+12.4% | Added |
| Dover Advisors, LLC | 8,024 | $1.37M | 0.78% | −120−1.5% | Reduced |
| Trillium Asset Management, LLC | 8,030 | $1.37M | 0.03% | −1,400−14.8% | Reduced |
| Northern Oak Wealth Management Inc | 8,075 | $1.38M | 0.16% | −1,730−17.6% | Reduced |
| TBH Global Asset Management, LLC | 8,077 | $1.38M | 0.30% | +409+5.3% | Added |
| Phillips Wealth Planners LLC | 7,896 | $1.38M | 1.32% | −1,661−17.4% | Reduced |
| Cumberland Partners Ltd | 8,100 | $1.38M | 0.10% | +8,100 | New |
| Jacobs & Co | 8,121 | $1.38M | 0.14% | −15−0.2% | Reduced |
| Howland Capital Management LLC | 8,123 | $1.38M | 0.06% | −219−2.6% | Reduced |
| Cim Investment Mangement Inc | 8,124 | $1.38M | 0.41% | −195−2.3% | Reduced |
| Richard W. Paul & Associates, LLC | 8,150 | $1.39M | 0.50% | +673+9.0% | Added |
| Ami Investment Management Inc | 8,156 | $1.39M | 0.47% | −82−1.0% | Reduced |
| Mattson Financial Services, LLC | 9,869 | $1.39M | 0.50% | −68−0.7% | Reduced |
| Regatta Capital Group, LLC | 8,180 | $1.39M | 0.27% | +27+0.3% | Added |
| BIP Wealth, LLC | 8,192 | $1.40M | 0.10% | −26−0.3% | Reduced |
| Enterprise Financial Services Corp | 8,245 | $1.40M | 0.82% | −646−7.3% | Reduced |
| Knuff & Co LLC | 8,252 | $1.41M | 0.43% | 00.0% | Unchanged |
| RW Investment Management LLC | 8,255 | $1.41M | 0.18% | 00.0% | Unchanged |
| Montecito Bank & Trust | 8,320 | $1.42M | 0.24% | +291+3.6% | Added |
| First Commonwealth Financial Corp | 8,330 | $1.42M | 0.34% | +225+2.8% | Added |
| Rockbridge Investment Management, LCC | 8,334 | $1.42M | 0.18% | −400−4.6% | Reduced |
| Strategic Investment Advisors | 8,339 | $1.42M | 0.16% | −157−1.8% | Reduced |
| Bigelow Investment Advisors, LLC | 8,342 | $1.42M | 0.63% | −205−2.4% | Reduced |
| 180 Wealth Advisors, LLC | 8,351 | $1.42M | 0.22% | +50+0.6% | Added |
| Planning Center, Inc. | 8,362 | $1.42M | 0.18% | +2,707+47.9% | Added |