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
- 3,077
- +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 | 3,508 | $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 |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 11,966 | $2.04M | 0.11% | +209+1.8% | Added |
| Lighthouse Investment Partners, LLC | 12,000 | $2.04M | 0.11% | +12,000 | New |
| Founders Financial Securities LLC | 12,019 | $2.05M | 0.19% | −241−2.0% | Reduced |
| Alta Capital Management LLC | 12,029 | $2.05M | 0.12% | +12,029 | New |
| Cornerstone National Bank & Trust Co | 12,071 | $2.06M | 0.93% | −412−3.3% | Reduced |
| Western Wealth Management, LLC | 12,084 | $2.06M | 0.12% | +5,092+72.8% | Added |
| Arjuna Capital | 12,087 | $2.06M | 0.53% | −171−1.4% | Reduced |
| Auxano Advisors, LLC | 12,094 | $2.06M | 0.53% | +789+7.0% | Added |
| Alpine Woods Capital Investors, LLC | 10,913 | $2.06M | 0.36% | +8,180+299.3% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 12,150 | $2.07M | 0.22% | −149−1.2% | Reduced |
| Everhart Financial Group, Inc. | 12,188 | $2.08M | 0.46% | +1,330+12.2% | Added |
| First Foundation Advisors | 12,206 | $2.08M | 0.08% | −210−1.7% | Reduced |
| CoreCap Advisors, LLC | 12,244 | $2.09M | 0.10% | +303+2.5% | Added |
| Waterloo Capital, L.P. | 12,294 | $2.09M | 0.23% | +3,360+37.6% | Added |
| Nicolet Bankshares Inc | 12,339 | $2.10M | 0.51% | −456−3.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 12,347 | $2.10M | 0.56% | −12,465−50.2% | Reduced |
| Chiron Investment Management, LLC | 12,353 | $2.10M | 0.74% | +12,353 | New |
| Keel Point, LLC | 12,357 | $2.11M | 0.18% | −14−0.1% | Reduced |
| GTS Securities LLC | 12,366 | $2.11M | 0.04% | −1,963−13.7% | Reduced |
| Delta Financial Group, Inc. | 12,381 | $2.11M | 0.78% | +40.0% | Added |
| Foster Group, Inc. | 12,391 | $2.11M | 0.08% | −3,968−24.3% | Reduced |
| Thoroughbred Financial Services, LLC | 12,405 | $2.11M | 0.14% | −683−5.2% | Reduced |
| BCJ Capital Management, LLC | 12,411 | $2.11M | 0.16% | −38,122−75.4% | Reduced |
| VisionPoint Advisory Group, LLC | 12,420 | $2.12M | 0.71% | +593+5.0% | Added |
| PBMares Wealth Management LLC | 12,423 | $2.12M | 0.44% | −253−2.0% | Reduced |
| Bridge Creek Capital Management LLC | 12,441 | $2.12M | 0.64% | −622−4.8% | Reduced |
| Paradigm Asset Management Co LLC | 12,450 | $2.12M | 0.56% | 00.0% | Unchanged |
| First Interstate Bank | 12,464 | $2.12M | 0.13% | −115−0.9% | Reduced |
| Kathmere Capital Management, LLC | 12,493 | $2.13M | 0.20% | +347+2.9% | Added |
| Quotient Wealth Partners, LLC | 12,499 | $2.13M | 0.07% | −1,927−13.4% | Reduced |
| Johnson Financial Group, Inc. | 12,500 | $2.13M | 0.10% | +948+8.2% | Added |
| Auxier Asset Management | 12,583 | $2.14M | 0.32% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 12,625 | $2.14M | 0.90% | −640−4.8% | Reduced |
| Cobblestone Capital Advisors LLC | 12,622 | $2.15M | 0.12% | −120−0.9% | Reduced |
| WBH Advisory Inc | 12,625 | $2.15M | 0.20% | −71−0.6% | Reduced |
| Parisi Gray Wealth Management | 12,656 | $2.16M | 0.71% | 00.0% | Unchanged |
| Bank of Stockton | 12,661 | $2.16M | 0.65% | +541+4.5% | Added |
| Timber Creek Capital Management LLC | 12,663 | $2.16M | 0.60% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 12,694 | $2.16M | 1.09% | +443+3.6% | Added |
| Avidian Wealth Solutions, LLC | 12,698 | $2.16M | 0.10% | −277−2.1% | Reduced |
| Catalina Capital Group, LLC | 12,704 | $2.16M | 0.73% | +2,397+23.3% | Added |
| Peoples Financial Services Corp. | 12,712 | $2.17M | 0.98% | −306−2.4% | Reduced |
| Lakeview Capital Partners, LLC | 12,728 | $2.17M | 0.35% | +121+1.0% | Added |
| Mairs & Power Inc | 12,735 | $2.17M | 0.02% | −355−2.7% | Reduced |
| Sassicaia Capital Advisers LLC | 12,800 | $2.18M | 6.33% | +12,800 | New |
| First National Bank Sioux Falls | 12,808 | $2.18M | 0.99% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 12,815 | $2.18M | 1.66% | +99+0.8% | Added |
| Hazlett, Burt & Watson, Inc. | 12,835 | $2.19M | 1.01% | +10.0% | Added |
| Titan Global Capital Management USA LLC | 12,834 | $2.19M | 0.34% | −383−2.9% | Reduced |
| ERn Financial, LLC | 12,865 | $2.19M | 0.33% | −46−0.4% | Reduced |
| CMT Capital Markets Trading GmbH | 12,900 | $2.20M | 1.00% | +1,750+15.7% | Added |
| Spinnaker Trust | 12,910 | $2.20M | 0.14% | 00.0% | Unchanged |
| Park National Corp | 12,927 | $2.20M | 0.08% | −63−0.5% | Reduced |
| Fidelis Capital Partners, LLC | 12,728 | $2.20M | 0.26% | +566+4.7% | Added |
| Tempus Wealth Planning, LLC | 12,931 | $2.20M | 0.81% | +391+3.1% | Added |
| Cypress Capital Group | 12,962 | $2.21M | 0.25% | +381+3.0% | Added |
| GM Advisory Group, Inc. | 12,962 | $2.21M | 0.13% | +363+2.9% | Added |
| Marcum Wealth, LLC | 13,082 | $2.23M | 0.21% | −501−3.7% | Reduced |
| Cove Private Wealth, LLC | 13,150 | $2.24M | 1.74% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 13,008 | $2.24M | 1.01% | +3,349+34.7% | Added |
| Forum Financial Management, LP | 13,223 | $2.25M | 0.04% | −415−3.0% | Reduced |
| Two Sigma Investments, LP | 13,300 | $2.27M | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 13,316 | $2.27M | 0.07% | −11,484−46.3% | Reduced |
| Marks Group Wealth Management, Inc | 13,382 | $2.28M | 0.22% | +40.0% | Added |
| Quent Capital, LLC | 13,431 | $2.29M | 0.23% | +3,836+40.0% | Added |
| Stablepoint Partners, LLC | 13,427 | $2.29M | 0.42% | +138+1.0% | Added |
| Nemes Rush Group LLC | 18,217 | $2.29M | 0.33% | −2,380−11.6% | Reduced |
| Landscape Capital Management, L.L.C. | 13,430 | $2.29M | 0.23% | +3,680+37.7% | Added |
| Journey Strategic Wealth LLC | 13,466 | $2.29M | 0.08% | +4,289+46.7% | Added |
| Formidable Asset Management, LLC | 13,486 | $2.30M | 0.37% | −187−1.4% | Reduced |
| GFG Capital, LLC | 21,058 | $2.32M | 0.94% | +1,816+9.4% | Added |
| Skopos Labs, Inc. | 13,593 | $2.32M | 0.76% | +530+4.1% | Added |
| Marion Wealth Management | 13,597 | $2.32M | 0.62% | +453+3.4% | Added |
| Trust Point Inc. | 13,606 | $2.32M | 0.17% | +66+0.5% | Added |
| Highline Wealth Partners LLC | 13,654 | $2.33M | 0.78% | −20.0% | Reduced |
| Personal Cfo Solutions, LLC | 13,680 | $2.33M | 0.33% | +7,990+140.4% | Added |
| Hudson Portfolio Management LLC | 13,713 | $2.34M | 2.29% | +13,713 | New |
| Joel Isaacson & Co., LLC | 13,739 | $2.34M | 0.11% | +461+3.5% | Added |
| Leonteq Securities AG | 13,741 | $2.34M | 0.28% | −1,535−10.0% | Reduced |
| Great Lakes Retirement, Inc. | 13,828 | $2.36M | 0.30% | +2,334+20.3% | Added |
| Missouri Trust & Investment Co | 13,855 | $2.36M | 0.82% | −440−3.1% | Reduced |
| Sage Mountain Advisors LLC | 13,889 | $2.37M | 0.20% | +3,665+35.8% | Added |
| Allred Capital Management, LLC | 13,929 | $2.37M | 0.93% | +143+1.0% | Added |
| Bank of Nova Scotia Trust Co | 13,972 | $2.38M | 0.24% | +60+0.4% | Added |
| Lantz Financial LLC | 14,020 | $2.39M | 0.65% | +1,295+10.2% | Added |
| St. Johns Investment Management Company, LLC | 14,020 | $2.39M | 1.12% | −574−3.9% | Reduced |
| Insight Wealth Strategies, LLC | 14,042 | $2.39M | 0.32% | +60.0% | Added |
| Advance Capital Management, Inc. | 14,110 | $2.40M | 0.11% | +170+1.2% | Added |
| Wealth Alliance | 14,174 | $2.42M | 0.29% | +1,605+12.8% | Added |
| Arbor Trust Wealth Advisors, LLC | 17,122 | $2.42M | 1.27% | 00.0% | Unchanged |
| Geneva Partners, LLC | 14,207 | $2.42M | 1.05% | +14,207 | New |
| Heritage Wealth Advisors | 14,232 | $2.43M | 0.11% | +4,081+40.2% | Added |
| EverSource Wealth Advisors, LLC | 14,301 | $2.44M | 0.15% | −669−4.5% | Reduced |
| Boston Financial Mangement LLC | 14,313 | $2.44M | 0.07% | +50+0.4% | Added |
| Ascent Group, LLC | 14,315 | $2.44M | 0.18% | +291+2.1% | Added |
| Northwest Bank & Trust Co | 14,364 | $2.45M | 1.86% | −6,397−30.8% | Reduced |
| Hixon Zuercher, LLC | 14,383 | $2.45M | 0.96% | −9,074−38.7% | Reduced |
| AIMZ Investment Advisors, LLC | 14,403 | $2.45M | 0.84% | −374−2.5% | Reduced |
| FNY Investment Advisers, LLC | 14,478 | $2.47M | 1.19% | +11,052+322.6% | Added |
| Boston Family Office LLC | 14,509 | $2.47M | 0.17% | −250−1.7% | Reduced |