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 |
|---|---|---|---|---|---|
| Patriot Financial Group Insurance Agency, LLC | 17,574 | $2.99M | 0.40% | −137−0.8% | Reduced |
| Eagle Rock Investment Company, LLC | 17,626 | $3.00M | 0.50% | +64+0.4% | Added |
| Miracle Mile Advisors, LLC | 17,652 | $3.01M | 0.07% | +2,212+14.3% | Added |
| Accuvest Global Advisors | 17,666 | $3.01M | 2.59% | +17,666 | New |
| Convergence Investment Partners, LLC | 17,727 | $3.02M | 0.81% | +14,316+419.7% | Added |
| Azimuth Capital Investment Management LLC | 17,760 | $3.03M | 0.12% | −2,015−10.2% | Reduced |
| Revere Asset Management, Inc | 17,831 | $3.04M | 2.43% | +17,831 | New |
| Journey Advisory Group, LLC | 21,555 | $3.04M | 0.36% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 17,885 | $3.05M | 1.25% | +3,337+22.9% | Added |
| Trust Asset Management LLC | 17,898 | $3.05M | 0.24% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 17,991 | $3.07M | 0.78% | −37−0.2% | Reduced |
| Axiom Advisory, LLC | 21,184 | $3.07M | 0.03% | +331+1.6% | Added |
| Level Four Advisory Services, LLC | 18,327 | $3.08M | 0.13% | −971−5.0% | Reduced |
| Fagan Associates, Inc. | 18,057 | $3.08M | 0.52% | +1,140+6.7% | Added |
| L.M. Kohn & Company | 18,091 | $3.08M | 0.78% | +532+3.0% | Added |
| Lindbrook Capital, LLC | 18,182 | $3.10M | 0.27% | +767+4.4% | Added |
| Three Bridge Wealth Advisors, LLC | 18,191 | $3.10M | 1.14% | −245−1.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 18,244 | $3.11M | 1.38% | +2,959+19.4% | Added |
| Walleye Capital LLC | 18,284 | $3.12M | 0.03% | −174,647−90.5% | Reduced |
| AustralianSuper Pty Ltd | 18,328 | $3.12M | 0.02% | −18,112−49.7% | Reduced |
| Simplex Trading, LLC | 18,353 | $3.13M | 0.11% | +18,353 | New |
| Pacific Sage Partners, LLC | 18,361 | $3.13M | 0.74% | +596+3.4% | Added |
| Sapient Capital LLC | 18,394 | $3.13M | 0.06% | +5,542+43.1% | Added |
| RDA Financial Network | 18,409 | $3.14M | 0.97% | +1,347+7.9% | Added |
| Tectonic Advisors LLC | 18,486 | $3.15M | 0.21% | +18,486 | New |
| Hudson Valley Investment Advisors Inc | 18,490 | $3.15M | 0.35% | −7,959−30.1% | Reduced |
| Institute for Wealth Management, LLC. | 18,496 | $3.15M | 0.40% | −1,324−6.7% | Reduced |
| Covenant Asset Management, LLC | 18,510 | $3.15M | 0.70% | −500−2.6% | Reduced |
| Massmutual Trust Co FSB | 18,513 | $3.15M | 0.09% | +3,167+20.6% | Added |
| L2 Asset Management, LLC | 18,532 | $3.16M | 0.86% | −2,723−12.8% | Reduced |
| RFG Advisory, LLC | 18,571 | $3.16M | 0.10% | +5,501+42.1% | Added |
| Linden Thomas Advisory Services, LLC | 18,604 | $3.17M | 0.43% | −43−0.2% | Reduced |
| Bowen Hanes & Co Inc | 18,708 | $3.19M | 0.08% | +50+0.3% | Added |
| Altfest L J & Co Inc | 18,721 | $3.19M | 0.42% | +4,533+31.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,726 | $3.19M | 0.48% | +148+0.8% | Added |
| Louisbourg Investments Inc. | 20,089 | $3.19M | 0.81% | −2,015−9.1% | Reduced |
| Northstar Advisory Group, LLC | 18,747 | $3.19M | 1.66% | +1,295+7.4% | Added |
| Ameritas Investment Partners, Inc. | 18,768 | $3.20M | 0.10% | −879−4.5% | Reduced |
| Centric Wealth Management | 17,676 | $3.20M | 0.86% | −139−0.8% | Reduced |
| Field & Main Bank | 18,830 | $3.21M | 1.14% | +150+0.8% | Added |
| Scott & Selber, Inc. | 18,832 | $3.21M | 1.00% | −62−0.3% | Reduced |
| HBK Sorce Advisory LLC | 18,855 | $3.21M | 0.10% | −94−0.5% | Reduced |
| JGP Wealth Management, LLC | 18,862 | $3.21M | 0.41% | +502+2.7% | Added |
| Davis R M Inc | 18,903 | $3.22M | 0.06% | −677−3.5% | Reduced |
| Harbor Investment Advisory, LLC | 18,928 | $3.23M | 0.32% | −1,238−6.1% | Reduced |
| GQG Partners LLC | 18,933 | $3.23M | 0.01% | −10−0.1% | Reduced |
| Harbour Investments, Inc. | 18,937 | $3.23M | 0.10% | +3,768+24.8% | Added |
| Wynn Capital, LLC | 19,027 | $3.24M | 2.13% | 00.0% | Unchanged |
| Spire Wealth Management | 19,034 | $3.24M | 0.11% | −1,274−6.3% | Reduced |
| Dynamic Advisor Solutions LLC | 19,039 | $3.24M | 0.10% | −1,137−5.6% | Reduced |
| Dash Acquisitions Inc. | 18,748 | $3.25M | 0.79% | +16,417+704.3% | Added |
| Parkside Financial Bank & Trust | 19,164 | $3.27M | 0.46% | −1,383−6.7% | Reduced |
| Berkshire Asset Management LLC | 23,128 | $3.27M | 0.17% | 00.0% | Unchanged |
| Lindsell Train LtdSuperinvestorLindsell Train | 19,200 | $3.27M | 0.07% | 00.0% | Unchanged |
| Washington Trust Bank | 19,216 | $3.27M | 0.31% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 19,264 | $3.28M | 0.41% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 19,287 | $3.29M | 0.06% | +1,915+11.0% | Added |
| Equitable Trust Co | 19,289 | $3.29M | 0.21% | +2,610+15.6% | Added |
| North Star Asset Management Inc | 19,296 | $3.29M | 0.15% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 19,382 | $3.30M | 0.83% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 19,456 | $3.32M | 0.56% | +503+2.7% | Added |
| Sanders Morris Harris LLC | 19,460 | $3.32M | 0.55% | 00.0% | Unchanged |
| Farmers Trust Co | 19,464 | $3.32M | 0.62% | −50−0.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 19,506 | $3.32M | 0.24% | +3,335+20.6% | Added |
| United Asset Strategies, Inc. | 19,501 | $3.32M | 0.31% | +5,737+41.7% | Added |
| Chicago Partners Investment Group LLC | 19,300 | $3.34M | 0.12% | +1,500+8.4% | Added |
| Ashton Thomas Private Wealth, LLC | 19,620 | $3.34M | 0.18% | +3,881+24.7% | Added |
| Citizens National Bank Trust Department | 19,642 | $3.35M | 0.70% | −105−0.5% | Reduced |
| Empower Advisory Group, LLC | 19,685 | $3.35M | 0.01% | −1,240−5.9% | Reduced |
| Central Pacific Bank - Trust Division | 19,712 | $3.36M | 0.42% | +7,779+65.2% | Added |
| Semmax Financial Advisors Inc. | 17,865 | $3.39M | 0.93% | −843−4.5% | Reduced |
| Legacy Trust | 19,936 | $3.40M | 0.78% | +633+3.3% | Added |
| Aspiriant, LLC | 19,989 | $3.41M | 0.13% | −50−0.2% | Reduced |
| Maytus Capital Management, LLC | 20,000 | $3.41M | 1.20% | +20,000 | New |
| Great Valley Advisor Group, Inc. | 20,026 | $3.41M | 0.08% | +4,013+25.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 20,035 | $3.41M | 0.02% | −226,356−91.9% | Reduced |
| Legal Advantage Investments, Inc. | 20,046 | $3.42M | 1.88% | −216−1.1% | Reduced |
| Castellan Group, LLC | 20,073 | $3.42M | 1.44% | −1,833−8.4% | Reduced |
| Avantax Planning Partners, Inc. | 20,090 | $3.42M | 0.12% | −1,362−6.3% | Reduced |
| Platinum Investment Management Ltd | 20,151 | $3.43M | 0.16% | −1,611−7.4% | Reduced |
| Abacus Wealth Partners, LLC | 20,186 | $3.44M | 0.52% | +238+1.2% | Added |
| Gamco Investors, Inc. Et Al | 20,250 | $3.45M | 0.04% | −390−1.9% | Reduced |
| Clarius Group, LLC | 20,298 | $3.45M | 0.24% | −509−2.4% | Reduced |
| Truvestments Capital LLC | 20,333 | $3.46M | 0.93% | +18,224+864.1% | Added |
| Summit Trail Advisors, LLC | 20,341 | $3.47M | 0.09% | +5,045+33.0% | Added |
| Westmount Partners, LLC | 20,368 | $3.47M | 1.04% | +546+2.8% | Added |
| Harmony Asset Management LLC | 20,428 | $3.48M | 1.28% | +306+1.5% | Added |
| Game Plan Financial Advisors, LLC | 20,572 | $3.51M | 1.70% | −770−3.6% | Reduced |
| Geneos Wealth Management Inc. | 20,587 | $3.51M | 0.13% | +3,920+23.5% | Added |
| Harbour Capital Advisors, LLC | 19,701 | $3.51M | 0.81% | −994−4.8% | Reduced |
| Chickasaw Capital Management LLC | 20,617 | $3.51M | 0.15% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 20,964 | $3.53M | 0.58% | +4,789+29.6% | Added |
| KCM Investment Advisors LLC | 20,705 | $3.53M | 0.12% | +833+4.2% | Added |
| Equitable Holdings, Inc. | 20,732 | $3.53M | 0.03% | +5,433+35.5% | Added |
| TD Private Client Wealth LLC | 20,755 | $3.54M | 0.10% | −1,217−5.5% | Reduced |
| Signet Investment Advisory Group, Inc. | 20,760 | $3.54M | 1.77% | −10,410−33.4% | Reduced |
| Twin Capital Management Inc | 20,788 | $3.54M | 0.40% | +11,554+125.1% | Added |
| Arkadios Wealth Advisors | 20,816 | $3.55M | 0.20% | +8,234+65.4% | Added |
| Nations Financial Group Inc, | 20,822 | $3.55M | 0.26% | −6,148−22.8% | Reduced |
| John G Ullman & Associates Inc | 20,855 | $3.55M | 0.51% | −500−2.3% | Reduced |