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; 3,538 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 | 3,538 | $188.7B |
| Q1 2026 | 3,507 | $177.8B |
| Q4 2025 | 3,779 | $242.8B |
| Q3 2025 | 3,832 | $348.7B |
| Q2 2025 | 3,630 | $271.4B |
| Q1 2025 | 3,259 | $171.9B |
| Q4 2024 | 3,356 | $204.5B |
| Q3 2024 | 3,077 | $206.6B |
| Q2 2024 | 2,926 | $169.3B |
| Q1 2024 | 2,819 | $148.6B |
| Q4 2023 | 2,700 | $124.2B |
| Q3 2023 | 2,535 | $124.0B |
| Q2 2023 | 2,569 | $138.9B |
| Q1 2023 | 2,355 | $107.5B |
| Q4 2022 | 2,303 | $93.7B |
| Q3 2022 | 2,107 | $68.7B |
| Q2 2022 | 2,195 | $78.5B |
| Q1 2022 | 2,270 | $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 |
|---|---|---|---|---|---|
| Midwest Professional Planners, LTD. | 20,859 | $3.55M | 1.09% | +2,062+11.0% | Added |
| Mirova | 20,900 | $3.56M | 0.62% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 20,918 | $3.56M | 0.13% | +4,501+27.4% | Added |
| Q Capital Solutions | 20,940 | $3.57M | 1.24% | +20,940 | New |
| Wealthspire Advisors, LLC | 20,946 | $3.57M | 0.04% | +1,600+8.3% | Added |
| Grove Bank & Trust | 20,991 | $3.58M | 0.53% | +14,682+232.7% | Added |
| Aptus Capital Advisors, LLC | 21,012 | $3.58M | 0.05% | +1,816+9.5% | Added |
| Roberts Wealth Advisors, LLC | 20,634 | $3.60M | 1.16% | +1,230+6.3% | Added |
| Bollard Group LLC | 21,163 | $3.61M | 0.10% | +59+0.3% | Added |
| Claro Advisors LLC | 21,479 | $3.66M | 0.47% | +4,244+24.6% | Added |
| Great Diamond Partners, LLC | 21,484 | $3.66M | 0.93% | −6,459−23.1% | Reduced |
| Agate Pass Investment Management, LLC | 21,516 | $3.67M | 1.83% | +110+0.5% | Added |
| Eads & Heald Wealth Management | 21,531 | $3.67M | 1.74% | −2,287−9.6% | Reduced |
| IHT Wealth Management, LLC | 21,610 | $3.67M | 0.10% | +5,663+35.5% | Added |
| Midland Wealth Advisors LLC | 21,578 | $3.68M | 0.22% | −703−3.2% | Reduced |
| King Wealth | 21,609 | $3.68M | 0.57% | +1,717+8.6% | Added |
| Regent Peak Wealth Advisors LLC | 21,636 | $3.69M | 0.85% | −1,743−7.5% | Reduced |
| Mirabella Financial Services LLP | 22,108 | $3.70M | 0.21% | +19,797+856.6% | Added |
| Taylor Financial Group, Inc. | 21,716 | $3.70M | 2.56% | −178−0.8% | Reduced |
| Moody National Bank Trust Division | 21,717 | $3.70M | 0.40% | +2,481+12.9% | Added |
| Bank of New Hampshire | 21,835 | $3.72M | 0.93% | +93+0.4% | Added |
| Gibbs Wealth Management | 21,871 | $3.73M | 1.21% | +11,169+104.4% | Added |
| Diversify Advisory Services, LLC | 21,272 | $3.73M | 0.20% | +3,794+21.7% | Added |
| Gilliland Jeter Wealth Management LLC | 21,885 | $3.73M | 1.20% | −81−0.4% | Reduced |
| Callan Capital, LLC | 21,916 | $3.73M | 0.26% | +636+3.0% | Added |
| Jacobi Capital Management LLC | 22,039 | $3.76M | 0.28% | +6,605+42.8% | Added |
| Monetary Management Group Inc | 22,135 | $3.77M | 0.97% | +4,325+24.3% | Added |
| Qtron Investments LLC | 22,189 | $3.78M | 0.52% | +6,239+39.1% | Added |
| Reynders McVeigh Capital Management, LLC | 22,452 | $3.83M | 0.20% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 22,524 | $3.84M | 0.17% | −10,115−31.0% | Reduced |
| Ronald Blue Trust, Inc. | 27,189 | $3.84M | 0.05% | +5,053+22.8% | Added |
| Citadel Investment Advisory, Inc. | 22,567 | $3.85M | 2.02% | +375+1.7% | Added |
| Bridges Investment Management Inc | 22,622 | $3.85M | 0.05% | −48−0.2% | Reduced |
| Continuum Advisory, LLC | 20,644 | $3.86M | 0.49% | −117−0.6% | Reduced |
| Point72 Italy, S.r.l. | 22,679 | $3.86M | 1.26% | +22,679 | New |
| Kestra Investment Management, LLC | 22,686 | $3.87M | 0.17% | +22,686 | New |
| Capital Advisors Inc | 22,730 | $3.87M | 0.08% | +1,201+5.6% | Added |
| Churchill Management Corp | 22,774 | $3.88M | 0.04% | −166−0.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 22,778 | $3.88M | 0.32% | +2,250+11.0% | Added |
| Caldwell Trust Co | 22,865 | $3.90M | 0.41% | +1,049+4.8% | Added |
| Fort Sheridan Advisors LLC | 22,867 | $3.90M | 0.59% | +1,140+5.2% | Added |
| KKM Financial LLC | 22,924 | $3.91M | 1.93% | +1,329+6.2% | Added |
| Essex Financial Services, Inc. | 22,428 | $3.93M | 0.28% | −594−2.6% | Reduced |
| Criterion Capital Advisors, LLC | 27,858 | $3.93M | 2.48% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 23,089 | $3.93M | 0.17% | −2,598−10.1% | Reduced |
| Venture Visionary Partners LLC | 23,190 | $3.95M | 0.17% | +4,760+25.8% | Added |
| Maven Securities LTD | 23,202 | $3.95M | 0.45% | −21,743−48.4% | Reduced |
| Argyle Capital Management Inc. | 23,371 | $3.98M | 1.59% | −829−3.4% | Reduced |
| Security National Bank of Sioux City Iowa | 23,611 | $4.02M | 2.46% | −79−0.3% | Reduced |
| Physicians Financial Services, Inc. | 23,668 | $4.03M | 1.25% | −300−1.3% | Reduced |
| Park Avenue Securities LLC | 23,743 | $4.05M | 0.05% | +495+2.1% | Added |
| China Universal Asset Management Co., Ltd. | 23,948 | $4.08M | 0.45% | +21,394+837.7% | Added |
| Sumitomo Life Insurance Co | 24,055 | $4.10M | 0.08% | +3,980+19.8% | Added |
| Capital Planning Advisors, LLC | 24,075 | $4.10M | 0.62% | −496−2.0% | Reduced |
| Alerus Financial NA | 24,082 | $4.10M | 0.30% | −1,442−5.6% | Reduced |
| E. Ohman J:or Asset Management AB | 24,200 | $4.12M | 0.10% | −4,400−15.4% | Reduced |
| St Germain D J Co Inc | 24,209 | $4.13M | 0.19% | −108,631−81.8% | Reduced |
| Liberty Wealth Management LLC | 24,178 | $4.14M | 0.70% | −6,006−19.9% | Reduced |
| Boston Common Asset Management, LLC | 24,330 | $4.15M | 0.11% | −30,281−55.4% | Reduced |
| Autumn Glory Partners, LLC | 24,295 | $4.15M | 1.59% | +322+1.3% | Added |
| Chase Investment Counsel Corp | 24,418 | $4.16M | 1.39% | +24,418 | New |
| Vectors Research Management, LLC | 25,001 | $4.17M | 1.26% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 24,524 | $4.18M | 0.11% | +1,062+4.5% | Added |
| City Holding Co | 24,654 | $4.20M | 0.58% | +1,678+7.3% | Added |
| Paradigm Financial Partners, LLC | 22,201 | $4.21M | 0.59% | +3,140+16.5% | Added |
| HCR Wealth Advisors | 24,750 | $4.22M | 0.55% | +57+0.2% | Added |
| Proficio Capital Partners LLC | 24,752 | $4.22M | 0.42% | −1,239−4.8% | Reduced |
| Mather Group, LLC. | 24,788 | $4.22M | 0.05% | −98,534−79.9% | Reduced |
| Lummis Asset Management, LP | 24,789 | $4.22M | 4.93% | +1,044+4.4% | Added |
| F/M Investments LLC | 24,869 | $4.24M | 0.14% | −74−0.3% | Reduced |
| Impact Asset Management GmbH | 24,900 | $4.24M | 1.63% | +24,900 | New |
| Ogborne Capital Management, LLC | 25,000 | $4.26M | 1.20% | +25,000 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 25,043 | $4.27M | 1.64% | −378−1.5% | Reduced |
| Private Wealth Partners, LLC | 25,074 | $4.27M | 0.34% | +1,750+7.5% | Added |
| Court Place Advisors, LLC | 25,075 | $4.27M | 1.25% | −70−0.3% | Reduced |
| Frank, Rimerman Advisors LLC | 25,168 | $4.29M | 0.30% | −8,827−26.0% | Reduced |
| Indiana Trust & Investment Management CO | 25,291 | $4.31M | 1.47% | +240+1.0% | Added |
| MidWestOne Financial Group, Inc. | 25,294 | $4.31M | 0.59% | −1,173−4.4% | Reduced |
| Hohimer Wealth Management, LLC | 25,307 | $4.31M | 0.93% | +431+1.7% | Added |
| Amarillo National Bank | 25,522 | $4.35M | 0.79% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 25,554 | $4.35M | 0.20% | +6,323+32.9% | Added |
| Hancock Whitney Corp | 25,613 | $4.36M | 0.14% | −2,129−7.7% | Reduced |
| Meridian Investment Counsel Inc. | 25,718 | $4.38M | 1.32% | −1,000−3.7% | Reduced |
| Old National Bancorp | 25,762 | $4.39M | 0.10% | −664−2.5% | Reduced |
| Trust Co of Virginia | 25,786 | $4.39M | 0.39% | +530+2.1% | Added |
| Rockline Wealth Management, LLC | 25,841 | $4.40M | 1.24% | +6,657+34.7% | Added |
| RMB Capital Management, LLC | 25,861 | $4.41M | 0.10% | +2,389+10.2% | Added |
| RNC Capital Management LLC | 31,252 | $4.41M | 0.24% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 26,037 | $4.44M | 0.24% | +4,219+19.3% | Added |
| Teza Capital Management LLC | 26,111 | $4.45M | 0.49% | −8,827−25.3% | Reduced |
| Inlet Private Wealth, LLC | 26,171 | $4.46M | 1.13% | −100−0.4% | Reduced |
| CBOE Vest Financial, LLC | 26,229 | $4.47M | 0.09% | +14,675+127.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 26,254 | $4.47M | 0.16% | +1,735+7.1% | Added |
| Axxcess Wealth Management, LLC | 26,280 | $4.48M | 0.11% | −1,923−6.8% | Reduced |
| Nilsine Partners, LLC | 26,622 | $4.54M | 0.59% | −1,259−4.5% | Reduced |
| Strategic Planning Group, LLC | 26,705 | $4.55M | 0.90% | +1,467+5.8% | Added |
| Global Wealth Management Investment Advisory, Inc. | 26,707 | $4.55M | 0.98% | −6,246−19.0% | Reduced |
| Keene & Associates, Inc. | 26,810 | $4.57M | 3.46% | −861−3.1% | Reduced |
| NovaPoint Capital, LLC | 26,812 | $4.57M | 1.42% | +904+3.5% | Added |
| Spirit of America Management Corp | 26,875 | $4.58M | 0.91% | 00.0% | Unchanged |