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 |
|---|---|---|---|---|---|
| Nwam LLC | 14,544 | $2.48M | 0.15% | +14,544 | New |
| Atomi Financial Group, Inc. | 14,579 | $2.48M | 0.16% | −413−2.8% | Reduced |
| Unique Wealth Strategies, LLC | 14,602 | $2.49M | 1.07% | +835+6.1% | Added |
| Insigneo Advisory Services, LLC | 14,652 | $2.50M | 0.25% | +2,346+19.1% | Added |
| Terry L. Blaker | 14,664 | $2.50M | 0.10% | +1,580+12.1% | Added |
| Westside Investment Management, Inc. | 14,961 | $2.50M | 0.53% | +86+0.6% | Added |
| Heritage Wealth Management, Inc. | 14,665 | $2.50M | 0.82% | −115−0.8% | Reduced |
| Fox Hill Wealth Management | 14,713 | $2.51M | 1.38% | +2,299+18.5% | Added |
| HF Advisory Group, LLC | 14,718 | $2.51M | 1.17% | +482+3.4% | Added |
| St. Louis Financial Planners Asset Management, LLC | 14,689 | $2.51M | 1.99% | +465+3.3% | Added |
| CX Institutional | 14,830 | $2.53M | 0.11% | −22,722−60.5% | Reduced |
| Argus Investors' Counsel, Inc. | 14,886 | $2.54M | 1.65% | +2,117+16.6% | Added |
| Fiduciary Family Office, LLC | 14,937 | $2.55M | 0.84% | −731−4.7% | Reduced |
| Roman Butler Fullerton & Co | 14,640 | $2.55M | 0.77% | +68+0.5% | Added |
| Steel Peak Wealth Management LLC | 14,975 | $2.55M | 0.11% | −944−5.9% | Reduced |
| Key Client Fiduciary Advisors, LLC | 15,031 | $2.56M | 1.17% | +281+1.9% | Added |
| Alpine Bank Wealth Management | 15,042 | $2.56M | 0.41% | +15,042 | New |
| SeaCrest Wealth Management, LLC | 15,118 | $2.58M | 0.28% | −495−3.2% | Reduced |
| Walter & Keenan Financial Consulting Co | 15,140 | $2.58M | 0.78% | +397+2.7% | Added |
| Buckingham Capital Management, Inc. | 15,173 | $2.59M | 0.30% | +1,843+13.8% | Added |
| Morse Asset Management, Inc | 15,200 | $2.59M | 0.56% | +15,200 | New |
| Graypoint LLC | 15,239 | $2.60M | 0.17% | +2,190+16.8% | Added |
| Cascade Investment Advisors, Inc. | 15,247 | $2.60M | 1.65% | −445−2.8% | Reduced |
| Congress Park Capital LLC | 15,249 | $2.60M | 0.96% | −460−2.9% | Reduced |
| Roundview Capital LLC | 15,317 | $2.61M | 0.19% | +241+1.6% | Added |
| Thomasville National Bank | 15,338 | $2.61M | 0.19% | −1,537−9.1% | Reduced |
| AlphaCore Capital LLC | 15,425 | $2.63M | 0.59% | +1,449+10.4% | Added |
| Pflug Koory, LLC | 15,461 | $2.63M | 1.29% | +15,461 | New |
| VCI Wealth Management LLC | 15,482 | $2.64M | 1.17% | +15,482 | New |
| Rational Advisors LLC | 15,500 | $2.64M | 0.25% | +15,500 | New |
| Cassaday & Co Wealth Management LLC | 15,564 | $2.65M | 0.07% | −74−0.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 15,576 | $2.65M | 0.24% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 15,592 | $2.66M | 0.37% | +1,006+6.9% | Added |
| Cunning Capital Partners, LP | 15,630 | $2.66M | 1.41% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 15,633 | $2.66M | 0.26% | +3,376+27.5% | Added |
| Capital Planning LLC | 15,646 | $2.67M | 0.75% | +44+0.3% | Added |
| Drucker Wealth 3.0, LLC | 15,648 | $2.67M | 0.64% | +571+3.8% | Added |
| Wilson & Boucher Capital Management, LLC | 15,655 | $2.67M | 1.84% | −635−3.9% | Reduced |
| Chesapeake Wealth Management | 15,662 | $2.67M | 0.91% | −99−0.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 15,691 | $2.67M | 0.60% | −235−1.5% | Reduced |
| Golden State Equity Partners | 15,696 | $2.67M | 0.42% | +3,917+33.3% | Added |
| Paloma Partners Management Co | 15,710 | $2.68M | 0.14% | +8,670+123.2% | Added |
| Optimum Investment Advisors | 15,745 | $2.68M | 1.16% | −35−0.2% | Reduced |
| Oakworth Capital, Inc. | 15,746 | $2.68M | 0.19% | +899+6.1% | Added |
| Holocene Advisors, LP | 15,779 | $2.69M | 0.01% | −914,182−98.3% | Reduced |
| Fiduciary Alliance LLC | 15,790 | $2.69M | 0.36% | +15,790 | New |
| Triangle Securities Wealth Management | 15,790 | $2.69M | 0.70% | −612−3.7% | Reduced |
| Deseret Mutual Benefit Administrators | 15,802 | $2.69M | 1.37% | −3,061−16.2% | Reduced |
| Biltmore Family Office, LLC | 15,878 | $2.71M | 0.46% | −290−1.8% | Reduced |
| Mill Capital Management, LLC | 15,897 | $2.71M | 0.21% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 15,998 | $2.73M | 0.04% | −6,325−28.3% | Reduced |
| Fairbanks Capital Management, Inc. | 16,047 | $2.73M | 1.72% | −1,581−9.0% | Reduced |
| Close Asset Management Ltd | 16,050 | $2.73M | 0.08% | +17+0.1% | Added |
| David Loasby | 16,425 | $2.74M | 0.26% | −929−5.4% | Reduced |
| PDS Planning, Inc | 16,087 | $2.74M | 0.25% | +2,440+17.9% | Added |
| Auto-Owners Insurance Co | 16,187 | $2.76M | 0.07% | 00.0% | Unchanged |
| Change Path, LLC | 16,204 | $2.76M | 0.09% | +4,132+34.2% | Added |
| Global X Japan Co., Ltd. | 16,223 | $2.76M | 0.35% | +1,558+10.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 16,244 | $2.77M | 1.07% | −2,222−12.0% | Reduced |
| Verus Capital Partners, LLC | 16,271 | $2.77M | 0.27% | −66−0.4% | Reduced |
| Avitas Wealth Management LLC | 16,314 | $2.78M | 0.39% | +216+1.3% | Added |
| Malaga Cove Capital, LLC | 16,319 | $2.78M | 1.12% | −3,056−15.8% | Reduced |
| Cigna Investments Inc | 16,352 | $2.79M | 0.49% | −197−1.2% | Reduced |
| Stoneridge Investment Partners LLC | 16,371 | $2.79M | 1.04% | +7,157+77.7% | Added |
| Venturi Wealth Management, LLC | 16,377 | $2.79M | 0.15% | −1,347−7.6% | Reduced |
| Cornerstone Wealth Group, LLC | 16,382 | $2.79M | 0.23% | +87+0.5% | Added |
| Cary Street Partner Investment Advisory LLC | 16,417 | $2.80M | 0.10% | +191+1.2% | Added |
| Voya Financial Advisors, Inc. | 16,612 | $2.80M | 0.30% | +628+3.9% | Added |
| Smith, Moore & Co. | 16,459 | $2.80M | 0.27% | +190+1.2% | Added |
| Viewpoint Capital Management LLC | 16,710 | $2.82M | 1.58% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 16,566 | $2.82M | 1.04% | +1,319+8.7% | Added |
| Y.D. More Investments Ltd | 16,640 | $2.83M | 0.30% | +536+3.3% | Added |
| Nadler Financial Group, Inc. | 16,637 | $2.84M | 0.31% | +15+0.1% | Added |
| Penserra Capital Management LLC | 16,659 | $2.84M | 0.06% | −199,558−92.3% | Reduced |
| Altman Advisors, Inc. | 16,695 | $2.84M | 1.27% | −75−0.4% | Reduced |
| Cable Hill Partners, LLC | 16,702 | $2.85M | 0.28% | −657−3.8% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 16,752 | $2.85M | 0.13% | +16,752 | New |
| Brooks, Moore & Associates, Inc. | 16,858 | $2.87M | 1.70% | +100+0.6% | Added |
| Martin & Co Inc | 16,898 | $2.88M | 0.68% | −47−0.3% | Reduced |
| Carmel Capital Partners, LLC | 16,955 | $2.89M | 1.12% | −301−1.7% | Reduced |
| Martin Capital Advisors, LLP | 16,988 | $2.89M | 2.06% | +143+0.8% | Added |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $2.90M | 0.86% | 00.0% | Unchanged |
| Soviero Asset Management, LP | 17,000 | $2.90M | 2.92% | +17,000 | New |
| GeoWealth Management, LLC | 17,056 | $2.91M | 0.10% | +2,269+15.3% | Added |
| Vivid Wealth Management, LLC | 17,155 | $2.92M | 1.53% | +677+4.1% | Added |
| Pitcairn Co | 17,170 | $2.93M | 0.17% | −3,043−15.1% | Reduced |
| TrueMark Investments, LLC | 17,177 | $2.93M | 0.94% | −10,615−38.2% | Reduced |
| LM Advisors LLC | 17,232 | $2.94M | 0.60% | +55+0.3% | Added |
| Wellington Wealth Strategies, LLC. | 17,500 | $2.94M | 2.23% | +17,500 | New |
| XML Financial, LLC | 17,238 | $2.94M | 0.27% | −1,295−7.0% | Reduced |
| Smartleaf Asset Management LLC | 17,430 | $2.94M | 0.36% | +5,170+42.2% | Added |
| Aaron Wealth Advisors | 17,272 | $2.94M | 0.35% | +1,160+7.2% | Added |
| Wealth Alliance Advisory Group, LLC | 17,360 | $2.96M | 0.62% | +1,113+6.9% | Added |
| Investment Partners, Ltd. | 17,361 | $2.96M | 1.23% | −89−0.5% | Reduced |
| Bank Hapoalim BM | 17,411 | $2.97M | 0.45% | −63−0.4% | Reduced |
| Insight Inv LLC | 17,463 | $2.98M | 2.50% | −575−3.2% | Reduced |
| SWS Partners | 17,489 | $2.98M | 0.95% | −1,354−7.2% | Reduced |
| Citizens & Northern Corp | 17,493 | $2.98M | 0.89% | +487+2.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 17,500 | $2.98M | 0.01% | −1,042,073−98.3% | Reduced |
| Washington Trust Co | 17,535 | $2.99M | 0.10% | −91−0.5% | Reduced |