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 |
|---|---|---|---|---|---|
| ICW Investment Advisors LLC | 3,015 | $513.9K | 0.21% | +154+5.4% | Added |
| LVW Advisors, LLC | 3,021 | $514.8K | 0.07% | +657+27.8% | Added |
| Unionview, LLC | 3,031 | $516.5K | 0.40% | −79−2.5% | Reduced |
| Donaldson Capital Management, LLC | 3,044 | $518.7K | 0.02% | −76−2.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,046 | $519.0K | 0.24% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 3,055 | $520.5K | 0.20% | −7−0.2% | Reduced |
| Tilson Financial Group, Inc. | 3,060 | $521.0K | 0.23% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 3,058 | $521.1K | 0.07% | 00.0% | Unchanged |
| Brown Financial Advisors | 3,061 | $521.6K | 0.21% | −3,060−50.0% | Reduced |
| Ignite Planners, LLC | 3,065 | $522.3K | 0.12% | +515+20.2% | Added |
| Advisor OS, LLC | 3,066 | $522.5K | 0.05% | +330+12.1% | Added |
| ORG Wealth Partners, LLC | 3,069 | $522.9K | 0.17% | +3,069 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 3,073 | $523.6K | 0.21% | +17+0.6% | Added |
| One Day In July LLC | 3,073 | $523.6K | 0.06% | +49+1.6% | Added |
| WP Advisors, LLC | 3,074 | $523.8K | 0.19% | −14,991−83.0% | Reduced |
| Aspen Investment Management Inc | 3,073 | $524.0K | 0.24% | +10.0% | Added |
| Southeast Asset Advisors Inc. | 3,080 | $524.8K | 0.06% | +10.0% | Added |
| Whalerock Point Partners, LLC | 3,087 | $526.0K | 0.13% | +21+0.7% | Added |
| Insight Advisors, LLC | 3,102 | $528.6K | 0.09% | −37−1.2% | Reduced |
| Brendel Financial Advisors LLC | 3,110 | $530.0K | 0.30% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 3,111 | $530.0K | 0.12% | +120+4.0% | Added |
| Madison Wealth Partners, Inc | 3,111 | $530.1K | 0.16% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 3,111 | $530.1K | 0.08% | +256+9.0% | Added |
| Consolidated Portfolio Review Corp | 3,121 | $531.8K | 0.12% | −80−2.5% | Reduced |
| WoodTrust Financial Corp | 3,122 | $532.0K | 0.08% | −1,052−25.2% | Reduced |
| Hoxton Planning & Management, LLC | 3,125 | $532.5K | 0.21% | −153−4.7% | Reduced |
| First Bank & Trust | 3,125 | $532.5K | 0.10% | −62−1.9% | Reduced |
| Glass Jacobson Investment Advisors llc | 3,131 | $533.5K | 0.18% | +968+44.8% | Added |
| M3 Advisory Group, LLC | 3,134 | $534.0K | 0.39% | +22+0.7% | Added |
| Glen Eagle Advisors, LLC | 3,148 | $536.4K | 0.09% | +10.0% | Added |
| WealthPLAN Partners, LLC | 3,150 | $536.8K | 0.07% | −285−8.3% | Reduced |
| Marble Harbor Investment Counsel, LLC | 3,150 | $536.8K | 0.06% | 00.0% | Unchanged |
| West Coast Financial LLC | 3,152 | $537.1K | 0.06% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 3,160 | $538.0K | 0.06% | −3,418−52.0% | Reduced |
| Advisory Alpha, LLC | 3,157 | $538.1K | 0.02% | +1,354+75.1% | Added |
| Sound Income Strategies, LLC | 3,158 | $538.1K | 0.03% | +561+21.6% | Added |
| Meridian Wealth Advisors, LLC | 3,159 | $538.3K | 0.09% | +308+10.8% | Added |
| Sloy Dahl & Holst, LLC | 3,160 | $538.5K | 0.09% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 3,166 | $539.5K | 0.12% | +3,144+14,290.9% | Added |
| M. Kulyk & Associates, LLC | 3,169 | $540.0K | 0.11% | −144−4.3% | Reduced |
| Gilbert & Cook, Inc. | 3,172 | $540.5K | 0.07% | +5+0.2% | Added |
| Diversified, LLC | 3,182 | $542.2K | 0.06% | +6+0.2% | Added |
| Diversified Enterprises, LLC | 3,182 | $542.2K | 0.06% | +3,182 | New |
| Atlas Wealth LLC | 3,182 | $542.2K | 0.23% | 00.0% | Unchanged |
| New World Advisors LLC | 3,183 | $542.4K | 0.14% | +3,183 | New |
| Barnes Pettey Financial Advisors, LLC | 3,184 | $542.6K | 0.43% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 3,191 | $543.7K | 0.05% | 00.0% | Unchanged |
| Brio Consultants, LLC | 3,195 | $544.4K | 0.09% | +198+6.6% | Added |
| Noesis Capital Mangement Corp | 3,196 | $544.6K | 0.11% | +47+1.5% | Added |
| Copley Financial Group, Inc. | 3,206 | $546.3K | 0.50% | +3,206 | New |
| Bullock Wealth Management Group | 3,270 | $546.7K | 0.33% | +114+3.6% | Added |
| 1858 Wealth Management, LLC | 3,215 | $547.8K | 0.45% | +560+21.1% | Added |
| Wintrust Investments LLC | 3,220 | $548.0K | 0.41% | −30,725−90.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 3,219 | $548.5K | 0.15% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 3,224 | $549.4K | 0.11% | −13−0.4% | Reduced |
| Burt Wealth Advisors | 3,224 | $549.4K | 0.14% | −181−5.3% | Reduced |
| Bristol John W & Co Inc | 3,226 | $549.7K | 0.01% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 3,227 | $550.0K | 0.15% | +168+5.5% | Added |
| KilterHowling LLC | 3,236 | $551.4K | 0.35% | +2+0.1% | Added |
| Montag & Caldwell, LLC | 3,239 | $551.9K | 0.11% | 00.0% | Unchanged |
| Hartline Investment Corp | 3,253 | $554.3K | 0.07% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 3,267 | $556.7K | 0.11% | −50−1.5% | Reduced |
| Royal Harbor Partners, LLC | 3,269 | $557.0K | 0.22% | 00.0% | Unchanged |
| Core Alternative Capital | 3,276 | $558.2K | 0.11% | −60−1.8% | Reduced |
| Consolidated Planning Corp | 3,278 | $558.6K | 0.08% | −4,715−59.0% | Reduced |
| Concord Wealth Partners | 3,278 | $558.6K | 0.09% | +90+2.8% | Added |
| Retirement Planning Group | 3,281 | $559.1K | 0.03% | +273+9.1% | Added |
| Plimoth Trust Co LLC | 3,299 | $562.1K | 0.14% | −625−15.9% | Reduced |
| Mainsail Asset Management, LLC | 3,300 | $562.3K | 0.42% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 3,303 | $562.8K | 0.22% | −120−3.5% | Reduced |
| Vigilare Wealth Management | 3,306 | $563.5K | 0.23% | +2+0.1% | Added |
| Wellington Shields & Co., LLC | 3,312 | $564.4K | 0.17% | −500−13.1% | Reduced |
| Aberdeen Wealth Management LLC | 3,320 | $565.7K | 0.37% | −325−8.9% | Reduced |
| REDW Wealth LLC | 3,323 | $566.2K | 0.15% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 3,335 | $567.1K | 0.02% | +205+6.5% | Added |
| Meadow Creek Wealth Advisors LLC | 3,332 | $567.8K | 0.45% | +309+10.2% | Added |
| Quantum Private Wealth, LLC | 3,334 | $568.2K | 0.19% | +625+23.1% | Added |
| Canopy Partners, LLC | 3,335 | $568.3K | 0.24% | −24−0.7% | Reduced |
| Montis Financial, LLC | 3,338 | $568.8K | 0.20% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 3,339 | $568.9K | 0.34% | +55+1.7% | Added |
| AllSquare Wealth Management LLC | 3,347 | $570.3K | 0.32% | 00.0% | Unchanged |
| Hudock, Inc. | 3,351 | $571.1K | 0.10% | 00.0% | Unchanged |
| New Republic Capital, LLC | 3,359 | $572.4K | 0.33% | +2+0.1% | Added |
| Atwood & Palmer Inc | 3,363 | $573.1K | 0.04% | 00.0% | Unchanged |
| Bell Bank | 3,367 | $573.7K | 0.07% | 00.0% | Unchanged |
| Wade Financial Advisory, Inc | 3,368 | $573.9K | 0.19% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 3,370 | $574.0K | 0.09% | −120−3.4% | Reduced |
| Sienna Gestion | 3,379 | $574.4K | 0.04% | +3,379 | New |
| Summit Wealth Partners, LLC | 3,372 | $574.6K | 0.11% | 00.0% | Unchanged |
| Consilio Wealth Advisors, LLC | 3,377 | $575.4K | 0.24% | +294+9.5% | Added |
| Merriman Wealth Management, LLC | 3,379 | $575.9K | 0.02% | +125+3.8% | Added |
| Summit Asset Management, LLC | 3,384 | $576.6K | 0.11% | +180+5.6% | Added |
| Townsend Asset Management Corp | 3,390 | $577.6K | 0.21% | 00.0% | Unchanged |
| SPC Financial, Inc. | 3,394 | $578.3K | 0.05% | +1,328+64.3% | Added |
| Salvus Wealth Management, LLC | 3,413 | $581.6K | 0.36% | +3,413 | New |
| Grand Jean Capital Management Inc | 3,415 | $581.9K | 0.13% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 3,428 | $584.2K | 0.05% | +787+29.8% | Added |
| Eagle Ridge Investment Management | 3,430 | $584.5K | 0.05% | +30+0.9% | Added |
| Old Port Advisors | 3,439 | $586.1K | 0.16% | +218+6.8% | Added |
| Round Rock Advisors, LLC | 3,447 | $587.4K | 0.14% | 00.0% | Unchanged |