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 |
|---|---|---|---|---|---|
| Alliance Wealth Advisors, LLC | 33,172 | $5.65M | 1.49% | +24,580+286.1% | Added |
| NorthRock Partners, LLC | 33,362 | $5.68M | 0.19% | +1,675+5.3% | Added |
| Butensky & Cohen Financial Security, Inc | 33,335 | $5.68M | 1.69% | −5,901−15.0% | Reduced |
| Profund Advisors LLC | 33,444 | $5.70M | 0.22% | −367−1.1% | Reduced |
| Centaurus Financial, Inc. | 33,556 | $5.72M | 0.36% | +5,601+20.0% | Added |
| Salem Investment Counselors Inc | 33,724 | $5.75M | 0.17% | −59−0.2% | Reduced |
| Birch Hill Investment Advisors LLC | 33,956 | $5.79M | 0.27% | −356−1.0% | Reduced |
| Little House Capital LLC | 33,986 | $5.79M | 1.66% | −2,236−6.2% | Reduced |
| QV Investors Inc. | 34,085 | $5.81M | 0.51% | −12,490−26.8% | Reduced |
| Edge Capital Group, LLC | 34,093 | $5.81M | 0.26% | +120.0% | Added |
| Chemistry Wealth Management LLC | 34,168 | $5.82M | 1.39% | +1,457+4.5% | Added |
| Chatham Capital Group, Inc. | 34,247 | $5.84M | 0.95% | −40−0.1% | Reduced |
| Harvest Fund Management Co., Ltd | 34,543 | $5.88M | 0.35% | +18,803+119.5% | Added |
| Iowa State Bank | 34,731 | $5.92M | 1.22% | −1,275−3.5% | Reduced |
| First Financial Bank - Trust Division | 34,746 | $5.92M | 0.54% | −825−2.3% | Reduced |
| Circle Wealth Management, LLC | 34,775 | $5.93M | 0.13% | +10,836+45.3% | Added |
| Vista Investment Partners LLC | 34,784 | $5.93M | 1.90% | +86+0.2% | Added |
| NBC Securities, Inc. | 34,920 | $5.95M | 0.50% | +3,434+10.9% | Added |
| Fragasso Group Inc. | 34,941 | $5.95M | 0.46% | +874+2.6% | Added |
| Occudo Quantitative Strategies LP | 34,966 | $5.96M | 1.09% | +34,966 | New |
| DCF Advisers, LLC | 35,000 | $5.96M | 3.07% | −1,750−4.8% | Reduced |
| Wealthcare Advisory Partners LLC | 35,054 | $5.97M | 0.17% | −346−1.0% | Reduced |
| Verdence Capital Advisors LLC | 35,071 | $5.98M | 0.48% | +3,938+12.6% | Added |
| Dynasty Wealth Management, LLC | 35,104 | $5.98M | 0.18% | +16,555+89.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 35,168 | $5.99M | 0.23% | +1,479+4.4% | Added |
| Stokes Family Office, LLC | 35,202 | $6.00M | 0.66% | +52+0.1% | Added |
| Cullen Capital Management LLC | 35,232 | $6.00M | 0.07% | −4,409−11.1% | Reduced |
| Choate Investment Advisors | 35,449 | $6.04M | 0.15% | +564+1.6% | Added |
| Melqart Asset Management (UK) Ltd | 35,485 | $6.05M | 0.59% | −11,506−24.5% | Reduced |
| IFP Advisors, Inc | 35,514 | $6.05M | 0.22% | +6,725+23.4% | Added |
| Principal Securities, Inc. | 35,519 | $6.05M | 0.15% | +7,811+28.2% | Added |
| Norden Group LLC | 35,603 | $6.07M | 0.72% | +27,293+328.4% | Added |
| Means Investment Co., Inc. | 35,736 | $6.09M | 0.68% | +481+1.4% | Added |
| Reliant Investment Management, LLC | 35,906 | $6.12M | 2.88% | −90−0.3% | Reduced |
| West Branch Capital LLC | 36,073 | $6.15M | 2.13% | +532+1.5% | Added |
| Meeder Advisory Services, Inc. | 36,097 | $6.15M | 0.40% | +1,695+4.9% | Added |
| River Wealth Advisors LLC | 36,184 | $6.17M | 0.82% | −80.0% | Reduced |
| Meridian Wealth Management, LLC | 36,282 | $6.18M | 0.30% | +9,727+36.6% | Added |
| First Horizon Advisors, Inc. | 36,451 | $6.21M | 0.17% | −1,435−3.8% | Reduced |
| Ancora Advisors, LLC | 36,473 | $6.21M | 0.14% | +1,015+2.9% | Added |
| Plato Investment Management Ltd | 36,600 | $6.23M | 0.51% | +2,726+8.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 36,600 | $6.24M | 1.72% | −237−0.6% | Reduced |
| Linscomb & Williams, Inc. | 36,616 | $6.24M | 0.31% | −1,935−5.0% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 36,665 | $6.25M | 1.17% | −3,411−8.5% | Reduced |
| Transcend Wealth Collective, LLC | 36,746 | $6.26M | 0.42% | −333−0.9% | Reduced |
| United Services Automobile Association | 36,801 | $6.27M | 0.16% | −8,177−18.2% | Reduced |
| PFG Investments, LLC | 36,802 | $6.27M | 0.40% | −896−2.4% | Reduced |
| Summit Financial, LLC | 36,834 | $6.28M | 0.25% | +3,604+10.8% | Added |
| Buckhead Capital Management LLC | 36,880 | $6.28M | 1.99% | +250+0.7% | Added |
| Oak Asset Management, LLC | 36,900 | $6.29M | 2.23% | −1,775−4.6% | Reduced |
| HighPoint Advisor Group LLC | 36,960 | $6.30M | 0.37% | −1,453−3.8% | Reduced |
| Independent Advisor Alliance | 37,071 | $6.32M | 0.23% | −348−0.9% | Reduced |
| Chicago Trust Co NA | 37,152 | $6.33M | 1.09% | −240−0.6% | Reduced |
| Moors & Cabot, Inc. | 37,171 | $6.33M | 0.31% | −1,297−3.4% | Reduced |
| Gifford Fong Associates | 37,250 | $6.35M | 1.59% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 36,731 | $6.36M | 0.61% | +8,787+31.4% | Added |
| Grant/GrossMendelsohn, LLC | 37,384 | $6.37M | 2.74% | −159−0.4% | Reduced |
| Harrington Investments, INC | 37,623 | $6.41M | 3.50% | −360−0.9% | Reduced |
| Alyeska Investment Group, L.P. | 37,800 | $6.44M | 0.03% | −770,275−95.3% | Reduced |
| Spring Capital Management, LLC | 60,834 | $6.44M | 5.23% | −1,875−3.0% | Reduced |
| Lifeworks Advisors, LLC | 37,869 | $6.45M | 1.27% | −604−1.6% | Reduced |
| Sora Investors LLC | 38,000 | $6.48M | 1.13% | −32,000−45.7% | Reduced |
| Westport Asset Management Inc | 38,000 | $6.48M | 3.04% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 38,156 | $6.50M | 0.27% | +9,482+33.1% | Added |
| Icon Wealth Advisors, LLC | 38,165 | $6.50M | 0.54% | +23,598+162.0% | Added |
| Manchester Capital Management LLC | 38,194 | $6.51M | 0.76% | +299+0.8% | Added |
| Hills Bank & Trust Co | 38,368 | $6.54M | 0.49% | −459−1.2% | Reduced |
| Tower Research Capital LLC (TRC) | 38,412 | $6.55M | 0.17% | −53,393−58.2% | Reduced |
| Selway Asset Management | 38,575 | $6.57M | 2.57% | +100+0.3% | Added |
| Capital Investment Counsel, Inc | 38,723 | $6.60M | 0.95% | −1,893−4.7% | Reduced |
| Capital Insight Partners, LLC | 38,761 | $6.60M | 1.16% | +142+0.4% | Added |
| Portolan Capital Management, LLC | 39,022 | $6.65M | 0.48% | −33,088−45.9% | Reduced |
| Kemnay Advisory Services Inc. | 39,224 | $6.68M | 1.21% | −9,568−19.6% | Reduced |
| Perkins Coie Trust Co | 39,281 | $6.69M | 1.48% | −828−2.1% | Reduced |
| Coastline Trust Co | 39,311 | $6.70M | 0.79% | +50.0% | Added |
| Westpac Banking Corp | 39,356 | $6.71M | 0.45% | +8,743+28.6% | Added |
| Nicollet Investment Management, Inc. | 39,465 | $6.72M | 2.32% | +217+0.6% | Added |
| Central Trust Co | 39,592 | $6.75M | 0.16% | +2,820+7.7% | Added |
| Bayesian Capital Management, LP | 39,600 | $6.75M | 0.79% | −57,100−59.0% | Reduced |
| Capital City Trust Co | 39,717 | $6.77M | 1.68% | +1,400+3.7% | Added |
| Legacy CG, LLC | 39,733 | $6.77M | 2.21% | +477+1.2% | Added |
| Maxi Investments CY Ltd | 39,949 | $6.81M | 1.82% | −15,733−28.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 40,018 | $6.82M | 0.10% | −1,900−4.5% | Reduced |
| Bleakley Financial Group, LLC | 40,255 | $6.86M | 0.21% | +1,242+3.2% | Added |
| First American Bank | 40,292 | $6.87M | 0.49% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 40,414 | $6.89M | 0.90% | +24,169+148.8% | Added |
| Carnegie Capital Asset Management, LLC | 40,436 | $6.89M | 0.20% | −413−1.0% | Reduced |
| Quadrant Capital Group LLC | 40,627 | $6.92M | 0.48% | +344+0.9% | Added |
| Analyst IMS Investment Management Services Ltd. | 40,823 | $6.96M | 0.27% | +6,716+19.7% | Added |
| AMG National Trust Bank | 40,926 | $6.97M | 0.19% | −6,734−14.1% | Reduced |
| Fulton Bank, N.A. | 41,001 | $6.99M | 0.27% | +19,850+93.8% | Added |
| First Hawaiian Bank | 41,250 | $7.03M | 0.22% | −8,590−17.2% | Reduced |
| Prana Capital Management, LP | 41,453 | $7.06M | 0.32% | −110,956−72.8% | Reduced |
| BNP Paribas | 41,467 | $7.07M | 0.29% | +12,894+45.1% | Added |
| Tobam | 41,926 | $7.14M | 1.30% | −13,403−24.2% | Reduced |
| Asset Dedication, LLC | 42,016 | $7.16M | 0.48% | −5,569−11.7% | Reduced |
| Farther Finance Advisors, LLC | 42,066 | $7.17M | 0.27% | +6,728+19.0% | Added |
| Anchor Investment Management, LLC | 42,213 | $7.19M | 0.68% | +27+0.1% | Added |
| Sepio Capital, LP | 42,253 | $7.20M | 0.56% | −340−0.8% | Reduced |
| Hilltop Holdings Inc. | 42,323 | $7.21M | 0.47% | +34,914+471.2% | Added |