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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 59,515 | $10.1M | 0.12% | +971+1.7% | Added |
| Ardsley Advisory Partners LP | 60,000 | $10.2M | 1.92% | +22,000+57.9% | Added |
| Highland Capital Management, LLC | 59,848 | $10.2M | 0.58% | +14,293+31.4% | Added |
| Bizma Investimentos Ltda | 60,000 | $10.2M | 3.92% | −20,000−25.0% | Reduced |
| Trivest Advisors Ltd | 60,000 | $10.2M | 0.58% | +60,000 | New |
| First Personal Financial Services | 60,044 | $10.2M | 2.16% | −7,195−10.7% | Reduced |
| Mission Wealth Management, LP | 60,082 | $10.2M | 0.25% | −15,165−20.2% | Reduced |
| Wetherby Asset Management Inc | 60,149 | $10.2M | 0.47% | −1,404−2.3% | Reduced |
| Veriti Management LLC | 60,402 | $10.3M | 0.55% | +3,839+6.8% | Added |
| Jones Road Capital Management, L.P. | 60,490 | $10.3M | 8.25% | +10,490+21.0% | Added |
| Robeco Schweiz AG | 60,500 | $10.3M | 0.19% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 60,637 | $10.3M | 1.87% | −38−0.1% | Reduced |
| Pinnacle Financial Partners Inc | 60,737 | $10.3M | 0.21% | +1,214+2.0% | Added |
| Lountzis Asset Management, LLC | 60,946 | $10.4M | 4.32% | −65−0.1% | Reduced |
| Logan Capital Management Inc | 61,022 | $10.4M | 0.43% | −1,930−3.1% | Reduced |
| Vinva Investment Management Ltd | 61,641 | $10.4M | 0.45% | −5,365−8.0% | Reduced |
| Cyrus J. Lawrence, LLC | 61,091 | $10.4M | 2.04% | −55−0.1% | Reduced |
| Aureus Asset Management, LLC | 61,460 | $10.5M | 0.69% | +464+0.8% | Added |
| Chicago Capital, LLC | 61,691 | $10.5M | 0.29% | +18,584+43.1% | Added |
| Apollon Wealth Management, LLC | 61,715 | $10.5M | 0.30% | +879+1.4% | Added |
| Welch Group, LLC | 61,940 | $10.6M | 0.46% | +2,814+4.8% | Added |
| Foundry Partners, LLC | 62,123 | $10.6M | 0.52% | −14,244−18.7% | Reduced |
| Oppenheimer & Co Inc | 62,522 | $10.7M | 0.16% | +2,509+4.2% | Added |
| Jefferies Financial Group Inc. | 62,595 | $10.7M | 0.17% | −74,052−54.2% | Reduced |
| Principle Wealth Partners LLC | 63,710 | $10.9M | 0.77% | −3,436−5.1% | Reduced |
| First National Trust Co | 63,767 | $10.9M | 0.42% | −1,009−1.6% | Reduced |
| Lathrop Investment Management Corp | 63,910 | $10.9M | 2.02% | +218+0.3% | Added |
| Investment House LLC | 64,438 | $11.0M | 0.59% | +227+0.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 64,614 | $11.0M | 0.44% | −1,465−2.2% | Reduced |
| Norinchukin Bank, The | 64,795 | $11.0M | 0.26% | +8,756+15.6% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 64,905 | $11.1M | 3.33% | −3,723−5.4% | Reduced |
| Evercore Wealth Management, LLC | 64,946 | $11.1M | 0.17% | −1,437−2.2% | Reduced |
| Smithfield Trust Co | 65,098 | $11.1M | 0.54% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 65,098 | $11.1M | 0.08% | +3,073+5.0% | Added |
| Courier Capital LLC | 65,122 | $11.1M | 0.76% | −649−1.0% | Reduced |
| South Dakota Investment Council | 65,123 | $11.1M | 0.22% | −16,500−20.2% | Reduced |
| Hourglass Capital, LLC | 65,277 | $11.1M | 3.10% | −2,395−3.5% | Reduced |
| Payden & Rygel | 65,290 | $11.1M | 0.86% | +300+0.5% | Added |
| Smith Shellnut Wilson LLC | 65,325 | $11.1M | 5.03% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 65,354 | $11.1M | 2.72% | −2,475−3.6% | Reduced |
| Longbow Finance SA | 65,806 | $11.2M | 1.20% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 65,892 | $11.2M | 0.93% | +411+0.6% | Added |
| Harvey Capital Management Inc | 65,928 | $11.2M | 2.81% | −1,050−1.6% | Reduced |
| Nicholas Company, Inc. | 66,090 | $11.3M | 0.18% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 66,153 | $11.3M | 1.57% | −166−0.3% | Reduced |
| Laffer Tengler Investments | 66,207 | $11.3M | 2.28% | −1,080−1.6% | Reduced |
| Dorchester Wealth Management Co | 66,240 | $11.3M | 2.06% | −890−1.3% | Reduced |
| Trajan Wealth LLC | 66,512 | $11.3M | 0.67% | +8,859+15.4% | Added |
| Easterly Investment Partners LLC | 66,729 | $11.4M | 0.91% | −4,194−5.9% | Reduced |
| Parallel Advisors, LLC | 67,226 | $11.5M | 0.27% | +6,162+10.1% | Added |
| Pallas Capital Advisors LLC | 65,717 | $11.5M | 0.49% | +9,109+16.1% | Added |
| DSM Capital Partners LLC | 67,877 | $11.6M | 0.18% | −38,511−36.2% | Reduced |
| Mutual Advisors, LLC | 66,611 | $11.6M | 0.34% | −746−1.1% | Reduced |
| Achmea Investment Management B.V. | 68,305 | $11.6M | 0.19% | −2,005−2.9% | Reduced |
| Lumbard & Kellner, LLC | 68,324 | $11.6M | 5.13% | +871+1.3% | Added |
| Aristotle Atlantic Partners, LLC | 69,154 | $11.8M | 0.37% | +2,257+3.4% | Added |
| First Citizens Bank & Trust Co | 69,191 | $11.8M | 0.26% | −3,070−4.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 69,193 | $11.8M | 1.16% | +1,742+2.6% | Added |
| Whittier Trust Co of Nevada Inc | 69,195 | $11.8M | 0.30% | −416−0.6% | Reduced |
| Capital Investment Advisors, LLC | 69,528 | $11.8M | 0.24% | −6,344−8.4% | Reduced |
| Stephens Inc | 69,686 | $11.9M | 0.17% | +24,174+53.1% | Added |
| BTC Capital Management, Inc. | 69,747 | $11.9M | 1.06% | +1,030+1.5% | Added |
| JBF Capital, Inc. | 70,000 | $11.9M | 1.78% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 70,333 | $12.0M | 0.52% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 70,701 | $12.0M | 0.96% | −2,124−2.9% | Reduced |
| International Assets Investment Management, LLC | 2,065,083 | $12.1M | 0.06% | +2,052,275+16,023.4% | Added |
| Pensionmark Financial Group, LLC | 71,159 | $12.1M | 0.38% | +46,790+192.0% | Added |
| Bokf, NA | 72,815 | $12.1M | 0.22% | −1,927−2.6% | Reduced |
| Coldstream Capital Management Inc | 70,982 | $12.2M | 0.26% | +4,077+6.1% | Added |
| CTC LLC | 71,398 | $12.2M | 0.56% | +46,321+184.7% | Added |
| Advisory Services Network, LLC | 86,733 | $12.2M | 0.25% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 71,890 | $12.3M | 4.88% | −1,000−1.4% | Reduced |
| Warren Averett Asset Management, LLC | 72,330 | $12.3M | 0.23% | +829+1.2% | Added |
| Cohen Klingenstein LLC | 72,700 | $12.4M | 0.43% | 00.0% | Unchanged |
| Greenleaf Trust | 72,744 | $12.4M | 0.11% | +2,403+3.4% | Added |
| APG Asset Management US Inc. | 74,225 | $12.4M | 0.08% | −699,633−90.4% | Reduced |
| Ritholtz Wealth Management | 72,856 | $12.4M | 0.37% | −10,256−12.3% | Reduced |
| Point72 Europe (London) LLP | 72,903 | $12.4M | 1.05% | +72,903 | New |
| YHB Investment Advisors, Inc. | 72,981 | $12.4M | 1.03% | −783−1.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 73,126 | $12.5M | 0.87% | −3,043−4.0% | Reduced |
| We Are One Seven, LLC | 73,326 | $12.5M | 0.54% | +5,057+7.4% | Added |
| Sawyer & Company, Inc | 73,325 | $12.5M | 4.62% | −59−0.1% | Reduced |
| Canandaigua National Bank & Trust Co | 73,812 | $12.6M | 1.20% | +7,159+10.7% | Added |
| NEOS Investment Management LLC | 74,318 | $12.7M | 0.38% | +15,428+26.2% | Added |
| Union Heritage Capital, LLC | 74,887 | $12.8M | 4.71% | 00.0% | Unchanged |
| Empowered Funds, LLC | 75,038 | $12.8M | 0.20% | +2,785+3.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 75,323 | $12.8M | 0.32% | −7,000−8.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 76,266 | $12.9M | 0.25% | +45,828+150.6% | Added |
| LGT Group Foundation | 76,994 | $12.9M | 0.21% | +308+0.4% | Added |
| Northwest Investment Counselors, LLC | 75,865 | $12.9M | 2.93% | −1,058−1.4% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 75,891 | $12.9M | 1.37% | +18,700+32.7% | Added |
| Leuthold Group, LLC | 75,960 | $12.9M | 1.44% | −2,902−3.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 75,999 | $13.0M | 0.34% | +31,512+70.8% | Added |
| Mechanics Bank Trust Department | 76,106 | $13.0M | 1.73% | −852−1.1% | Reduced |
| Atria Wealth Solutions, Inc. | 76,140 | $13.0M | 0.14% | −2,368−3.0% | Reduced |
| Tredje AP-fonden | 76,501 | $13.0M | 0.12% | +11,000+16.8% | Added |
| Quadrant Private Wealth Management, LLC | 77,253 | $13.2M | 3.26% | −2,696−3.4% | Reduced |
| Everence Capital Management Inc | 77,282 | $13.2M | 0.83% | 00.0% | Unchanged |
| Nepsis, Inc. | 77,394 | $13.2M | 3.13% | +74,966+3,087.6% | Added |
| Acadian Asset Management LLC | 77,815 | $13.3M | 0.04% | −69,389−47.1% | Reduced |