Oracle Corp
ORCL- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001341439
In the last 90 days, Oracle Corp insiders filed 0 open-market purchases 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 | 3,507 | $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 | 2,820 | $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 |
|---|---|---|---|---|---|
| Aletheian Wealth Advisors LLC | 1,637 | $278.9K | 0.16% | −8,906−84.5% | Reduced |
| WealthPlan Investment Management, LLC | 1,638 | $279.1K | 0.03% | +1,638 | New |
| Revisor Wealth Management LLC | 1,641 | $279.6K | 0.17% | +47+2.9% | Added |
| Tarbox Family Office, Inc. | 1,643 | $280.0K | 0.05% | +3+0.2% | Added |
| Shulman DeMeo Asset Management LLC | 1,650 | $281.1K | 0.07% | +1+0.1% | Added |
| Cypress Asset Management Inc | 1,655 | $282.0K | 0.07% | +325+24.4% | Added |
| TruWealth Advisors, LLC | 1,659 | $282.7K | 0.02% | +26+1.6% | Added |
| Harvest Investment Services, LLC | 1,664 | $283.5K | 0.09% | +191+13.0% | Added |
| WorthPointe, LLC | 1,667 | $284.1K | 0.12% | −34−2.0% | Reduced |
| Carson Advisory Inc. | 1,668 | $284.2K | 0.18% | −200−10.7% | Reduced |
| Gallacher Capital Management LLC | 1,671 | $284.7K | 0.13% | −36−2.1% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 1,500 | $285.6K | 0.18% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,683 | $286.0K | 0.26% | +492+41.3% | Added |
| Veracity Capital LLC | 1,680 | $286.3K | 0.11% | −211−11.2% | Reduced |
| Advantage Trust Co | 1,682 | $286.6K | 0.19% | 00.0% | Unchanged |
| Ariston Services Group | 1,682 | $286.6K | 0.25% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 1,686 | $287.3K | 0.14% | +5+0.3% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,688 | $287.6K | 0.07% | +3+0.2% | Added |
| Baron Wealth Management LLC | 1,689 | $287.8K | 0.14% | −212−11.2% | Reduced |
| TSFG, LLC | 1,691 | $288.0K | 0.06% | −27−1.6% | Reduced |
| Heartland Bank & Trust Co | 1,697 | $289.2K | 0.16% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,693 | $289.3K | 0.11% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,663 | $289.5K | 0.05% | 00.0% | Unchanged |
| St. Clair Advisors, LLC | 1,700 | $289.7K | 0.08% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 1,701 | $289.9K | 0.04% | −236−12.2% | Reduced |
| TL Private Wealth | 1,710 | $290.6K | 0.13% | +90+5.6% | Added |
| Allied Investment Advisors, LLC | 1,705 | $290.6K | 0.06% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 1,707 | $290.8K | 0.02% | −193−10.2% | Reduced |
| Fingerlakes Wealth Management, Inc. | 1,707 | $290.8K | 0.24% | +5+0.3% | Added |
| Professional Financial Advisors, LLC | 1,707 | $290.9K | 0.08% | +5+0.3% | Added |
| S.E.E.D. Planning Group LLC | 1,709 | $291.2K | 0.10% | +199+13.2% | Added |
| Granite Harbor Advisors, Inc. | 1,709 | $291.2K | 0.17% | +265+18.4% | Added |
| Main Street Group, LTD | 1,709 | $291.3K | 0.11% | −16−0.9% | Reduced |
| Principal Street Partners, LLC | 1,908 | $292.1K | 0.05% | +274+16.8% | Added |
| Acropolis Investment Management, LLC | 1,714 | $292.1K | 0.02% | +335+24.3% | Added |
| Centiva Capital, LP | 1,716 | $292.4K | 0.01% | −318−15.6% | Reduced |
| Flossbach Von Storch AG | 1,720 | $293.1K | 0.00% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 1,720 | $293.1K | 0.02% | 00.0% | Unchanged |
| Kendall Capital Management | 1,728 | $294.5K | 0.09% | −60−3.4% | Reduced |
| Clark Asset Management, LLC | 1,729 | $294.6K | 0.06% | +1,729 | New |
| Oak Ridge Investments LLC | 1,730 | $294.8K | 0.03% | +65+3.9% | Added |
| First United Bank Trust | 1,733 | $295.3K | 0.11% | −494−22.2% | Reduced |
| Carl P. Sherr & Co., LLC | 1,734 | $295.5K | 0.16% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 1,734 | $295.5K | 0.11% | +44+2.6% | Added |
| Power Wealth Management LLC | 1,737 | $296.0K | 0.13% | +91+5.5% | Added |
| Silver Coast Investments LLC | 1,739 | $296.3K | 0.11% | −338−16.3% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,742 | $296.8K | 0.12% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 1,743 | $297.0K | 0.12% | +22+1.3% | Added |
| Versor Investments LP | 1,749 | $298.0K | 0.05% | −3,669−67.7% | Reduced |
| One + One Wealth Management, LLC | 1,749 | $298.0K | 0.18% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 1,755 | $299.1K | 0.11% | +1,755 | New |
| MN Wealth Advisors, LLC | 1,759 | $299.9K | 0.17% | −121−6.4% | Reduced |
| Jordan Park Group LLC | 1,764 | $300.6K | 0.02% | +1,764 | New |
| Cassady Schiller Wealth Management, LLC | 1,767 | $301.1K | 0.11% | 00.0% | Unchanged |
| SWMG, LLC | 1,590 | $301.6K | 0.12% | +8+0.5% | Added |
| Petredis Investment Advisors LLC | 1,781 | $303.5K | 0.03% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 1,785 | $304.2K | 0.03% | +256+16.7% | Added |
| Money Concepts Capital Corp | 1,793 | $305.5K | 0.02% | +1+0.1% | Added |
| Human Investing LLC | 1,796 | $306.0K | 0.06% | 00.0% | Unchanged |
| Private Client Services, LLC | 1,797 | $306.2K | 0.16% | +164+10.0% | Added |
| Sunburst Financial Group, LLC | 1,798 | $306.4K | 0.08% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 1,799 | $306.6K | 0.13% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 1,800 | $306.7K | 0.07% | 00.0% | Unchanged |
| Prepared Retirement Institute LLC | 1,800 | $306.7K | 0.19% | 00.0% | Unchanged |
| Humankind Investments LLC | 1,801 | $306.9K | 0.11% | −101−5.3% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 1,800 | $307.0K | 0.04% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 1,812 | $308.8K | 0.05% | +297+19.6% | Added |
| Northwest Bancshares, Inc. | 1,819 | $310.0K | 0.05% | −200−9.9% | Reduced |
| Walkner Condon Financial Advisors LLC | 1,823 | $310.6K | 0.06% | +76+4.4% | Added |
| Columbus Macro, LLC | 1,806 | $311.7K | 0.11% | −86−4.5% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,830 | $311.8K | 0.03% | +141+8.3% | Added |
| Golden Road Advisors LLC | 1,833 | $312.3K | 0.24% | −23−1.2% | Reduced |
| Affinity Capital Advisors, LLC | 1,836 | $312.8K | 0.06% | +210+12.9% | Added |
| Great Waters Wealth Management | 1,836 | $312.9K | 0.04% | +2+0.1% | Added |
| Fort, L.P. | 1,841 | $313.7K | 0.79% | −148−7.4% | Reduced |
| Osterweis Capital Management Inc | 1,845 | $314.4K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,849 | $315.1K | 0.14% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,851 | $315.4K | 0.12% | 00.0% | Unchanged |
| Community Trust & Investment Co | 1,851 | $315.4K | 0.02% | +101+5.8% | Added |
| PCA Investment Advisory Services Inc. | 1,852 | $315.5K | 0.15% | −10−0.5% | Reduced |
| Holistic Planning, LLC | 1,853 | $315.8K | 0.13% | +1,853 | New |
| James J. Burns & Company, LLC | 1,848 | $316.0K | 0.06% | +423+29.7% | Added |
| Aspire Capital Advisors LLC | 1,856 | $316.3K | 0.09% | 00.0% | Unchanged |
| Adapt Wealth Advisors, LLC | 1,861 | $317.1K | 0.17% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,865 | $317.8K | 0.10% | −200−9.7% | Reduced |
| Letson Investment Management, Inc. | 1,867 | $318.1K | 0.12% | 00.0% | Unchanged |
| Independent Family Office, LLC | 1,884 | $321.0K | 0.16% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 1,887 | $321.5K | 0.06% | +170+9.9% | Added |
| Garden State Investment Advisory Services LLC | 1,886 | $321.9K | 0.10% | +101+5.7% | Added |
| Triumph Capital Management | 1,890 | $322.0K | 0.11% | +200+11.8% | Added |
| Lynx Investment Advisory | 1,893 | $322.5K | 0.23% | +6+0.3% | Added |
| Meridian Financial, LLC | 1,895 | $322.9K | 0.22% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,895 | $322.9K | 0.08% | −374−16.5% | Reduced |
| AlphaMark Advisors, LLC | 1,898 | $323.0K | 0.11% | −199−9.5% | Reduced |
| Pine Harbor Wealth Management, LLC | 1,896 | $323.1K | 0.16% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 1,897 | $323.3K | 0.14% | 00.0% | Unchanged |
| Quarry LP | 1,899 | $323.6K | 0.10% | +1,819+2,273.8% | Added |
| Schmidt P J Investment Management Inc | 1,900 | $323.8K | 0.06% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 1,900 | $323.8K | 0.23% | 00.0% | Unchanged |
| SilverOak Wealth Management LLC | 1,901 | $323.9K | 0.07% | −50−2.6% | Reduced |