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 |
|---|---|---|---|---|---|
| Frank, Rimerman Advisors LLC | 25,168 | $4.29M | 0.30% | −8,827−26.0% | Reduced |
| Court Place Advisors, LLC | 25,075 | $4.27M | 1.25% | −70−0.3% | Reduced |
| Private Wealth Partners, LLC | 25,074 | $4.27M | 0.34% | +1,750+7.5% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 25,043 | $4.27M | 1.64% | −378−1.5% | Reduced |
| Ogborne Capital Management, LLC | 25,000 | $4.26M | 1.20% | +25,000 | New |
| Impact Asset Management GmbH | 24,900 | $4.24M | 1.63% | +24,900 | New |
| F/M Investments LLC | 24,869 | $4.24M | 0.14% | −74−0.3% | Reduced |
| Lummis Asset Management, LP | 24,789 | $4.22M | 4.93% | +1,044+4.4% | Added |
| Mather Group, LLC. | 24,788 | $4.22M | 0.05% | −98,534−79.9% | Reduced |
| Proficio Capital Partners LLC | 24,752 | $4.22M | 0.42% | −1,239−4.8% | Reduced |
| HCR Wealth Advisors | 24,750 | $4.22M | 0.55% | +57+0.2% | Added |
| Paradigm Financial Partners, LLC | 22,201 | $4.21M | 0.59% | +3,140+16.5% | Added |
| City Holding Co | 24,654 | $4.20M | 0.58% | +1,678+7.3% | Added |
| Prospera Financial Services Inc | 24,524 | $4.18M | 0.11% | +1,062+4.5% | Added |
| Vectors Research Management, LLC | 25,001 | $4.17M | 1.26% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 24,418 | $4.16M | 1.39% | +24,418 | New |
| Autumn Glory Partners, LLC | 24,295 | $4.15M | 1.59% | +322+1.3% | Added |
| Boston Common Asset Management, LLC | 24,330 | $4.15M | 0.11% | −30,281−55.4% | Reduced |
| Liberty Wealth Management LLC | 24,178 | $4.14M | 0.70% | −6,006−19.9% | Reduced |
| St Germain D J Co Inc | 24,209 | $4.13M | 0.19% | −108,631−81.8% | Reduced |
| E. Ohman J:or Asset Management AB | 24,200 | $4.12M | 0.10% | −4,400−15.4% | Reduced |
| Alerus Financial NA | 24,082 | $4.10M | 0.30% | −1,442−5.6% | Reduced |
| Capital Planning Advisors, LLC | 24,075 | $4.10M | 0.62% | −496−2.0% | Reduced |
| Sumitomo Life Insurance Co | 24,055 | $4.10M | 0.08% | +3,980+19.8% | Added |
| China Universal Asset Management Co., Ltd. | 23,948 | $4.08M | 0.45% | +21,394+837.7% | Added |
| Park Avenue Securities LLC | 23,743 | $4.05M | 0.05% | +495+2.1% | Added |
| Physicians Financial Services, Inc. | 23,668 | $4.03M | 1.25% | −300−1.3% | Reduced |
| Security National Bank of Sioux City Iowa | 23,611 | $4.02M | 2.46% | −79−0.3% | Reduced |
| Argyle Capital Management Inc. | 23,371 | $3.98M | 1.59% | −829−3.4% | Reduced |
| Maven Securities LTD | 23,202 | $3.95M | 0.45% | −21,743−48.4% | Reduced |
| Venture Visionary Partners LLC | 23,190 | $3.95M | 0.17% | +4,760+25.8% | Added |
| Silvant Capital Management LLC | 23,089 | $3.93M | 0.17% | −2,598−10.1% | Reduced |
| Criterion Capital Advisors, LLC | 27,858 | $3.93M | 2.48% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 22,428 | $3.93M | 0.28% | −594−2.6% | Reduced |
| KKM Financial LLC | 22,924 | $3.91M | 1.93% | +1,329+6.2% | Added |
| Fort Sheridan Advisors LLC | 22,867 | $3.90M | 0.59% | +1,140+5.2% | Added |
| Caldwell Trust Co | 22,865 | $3.90M | 0.41% | +1,049+4.8% | Added |
| Sound View Wealth Advisors Group, LLC | 22,778 | $3.88M | 0.32% | +2,250+11.0% | Added |
| Churchill Management Corp | 22,774 | $3.88M | 0.04% | −166−0.7% | Reduced |
| Capital Advisors Inc | 22,730 | $3.87M | 0.08% | +1,201+5.6% | Added |
| Kestra Investment Management, LLC | 22,686 | $3.87M | 0.17% | +22,686 | New |
| Point72 Italy, S.r.l. | 22,679 | $3.86M | 1.26% | +22,679 | New |
| Continuum Advisory, LLC | 20,644 | $3.86M | 0.49% | −117−0.6% | Reduced |
| Bridges Investment Management Inc | 22,622 | $3.85M | 0.05% | −48−0.2% | Reduced |
| Citadel Investment Advisory, Inc. | 22,567 | $3.85M | 2.02% | +375+1.7% | Added |
| Ronald Blue Trust, Inc. | 27,189 | $3.84M | 0.05% | +5,053+22.8% | Added |
| Ameritas Advisory Services, LLC | 22,524 | $3.84M | 0.17% | −10,115−31.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 22,452 | $3.83M | 0.20% | 00.0% | Unchanged |
| Qtron Investments LLC | 22,189 | $3.78M | 0.52% | +6,239+39.1% | Added |
| Monetary Management Group Inc | 22,135 | $3.77M | 0.97% | +4,325+24.3% | Added |
| Jacobi Capital Management LLC | 22,039 | $3.76M | 0.28% | +6,605+42.8% | Added |
| Callan Capital, LLC | 21,916 | $3.73M | 0.26% | +636+3.0% | Added |
| Gilliland Jeter Wealth Management LLC | 21,885 | $3.73M | 1.20% | −81−0.4% | Reduced |
| Diversify Advisory Services, LLC | 21,272 | $3.73M | 0.20% | +3,794+21.7% | Added |
| Gibbs Wealth Management | 21,871 | $3.73M | 1.21% | +11,169+104.4% | Added |
| Bank of New Hampshire | 21,835 | $3.72M | 0.93% | +93+0.4% | Added |
| Moody National Bank Trust Division | 21,717 | $3.70M | 0.40% | +2,481+12.9% | Added |
| Taylor Financial Group, Inc. | 21,716 | $3.70M | 2.56% | −178−0.8% | Reduced |
| Mirabella Financial Services LLP | 22,108 | $3.70M | 0.21% | +19,797+856.6% | Added |
| Regent Peak Wealth Advisors LLC | 21,636 | $3.69M | 0.85% | −1,743−7.5% | Reduced |
| King Wealth | 21,609 | $3.68M | 0.57% | +1,717+8.6% | Added |
| Midland Wealth Advisors LLC | 21,578 | $3.68M | 0.22% | −703−3.2% | Reduced |
| IHT Wealth Management, LLC | 21,610 | $3.67M | 0.10% | +5,663+35.5% | Added |
| Eads & Heald Wealth Management | 21,531 | $3.67M | 1.74% | −2,287−9.6% | Reduced |
| Agate Pass Investment Management, LLC | 21,516 | $3.67M | 1.83% | +110+0.5% | Added |
| Great Diamond Partners, LLC | 21,484 | $3.66M | 0.93% | −6,459−23.1% | Reduced |
| Claro Advisors LLC | 21,479 | $3.66M | 0.47% | +4,244+24.6% | Added |
| Bollard Group LLC | 21,163 | $3.61M | 0.10% | +59+0.3% | Added |
| Roberts Wealth Advisors, LLC | 20,634 | $3.60M | 1.16% | +1,230+6.3% | Added |
| Aptus Capital Advisors, LLC | 21,012 | $3.58M | 0.05% | +1,816+9.5% | Added |
| Grove Bank & Trust | 20,991 | $3.58M | 0.53% | +14,682+232.7% | Added |
| Wealthspire Advisors, LLC | 20,946 | $3.57M | 0.04% | +1,600+8.3% | Added |
| Q Capital Solutions | 20,940 | $3.57M | 1.24% | +20,940 | New |
| Independent Financial Group, LLC | 20,918 | $3.56M | 0.13% | +4,501+27.4% | Added |
| Mirova | 20,900 | $3.56M | 0.62% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 20,859 | $3.55M | 1.09% | +2,062+11.0% | Added |
| John G Ullman & Associates Inc | 20,855 | $3.55M | 0.51% | −500−2.3% | Reduced |
| Nations Financial Group Inc, | 20,822 | $3.55M | 0.26% | −6,148−22.8% | Reduced |
| Arkadios Wealth Advisors | 20,816 | $3.55M | 0.20% | +8,234+65.4% | Added |
| Twin Capital Management Inc | 20,788 | $3.54M | 0.40% | +11,554+125.1% | Added |
| Signet Investment Advisory Group, Inc. | 20,760 | $3.54M | 1.77% | −10,410−33.4% | Reduced |
| TD Private Client Wealth LLC | 20,755 | $3.54M | 0.10% | −1,217−5.5% | Reduced |
| Equitable Holdings, Inc. | 20,732 | $3.53M | 0.03% | +5,433+35.5% | Added |
| KCM Investment Advisors LLC | 20,705 | $3.53M | 0.12% | +833+4.2% | Added |
| Symphony Financial, Ltd. Co. | 20,964 | $3.53M | 0.58% | +4,789+29.6% | Added |
| Chickasaw Capital Management LLC | 20,617 | $3.51M | 0.15% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 19,701 | $3.51M | 0.81% | −994−4.8% | Reduced |
| Geneos Wealth Management Inc. | 20,587 | $3.51M | 0.13% | +3,920+23.5% | Added |
| Game Plan Financial Advisors, LLC | 20,572 | $3.51M | 1.70% | −770−3.6% | Reduced |
| Harmony Asset Management LLC | 20,428 | $3.48M | 1.28% | +306+1.5% | Added |
| Westmount Partners, LLC | 20,368 | $3.47M | 1.04% | +546+2.8% | Added |
| Summit Trail Advisors, LLC | 20,341 | $3.47M | 0.09% | +5,045+33.0% | Added |
| Truvestments Capital LLC | 20,333 | $3.46M | 0.93% | +18,224+864.1% | Added |
| Clarius Group, LLC | 20,298 | $3.45M | 0.24% | −509−2.4% | Reduced |
| Gamco Investors, Inc. Et Al | 20,250 | $3.45M | 0.04% | −390−1.9% | Reduced |
| Abacus Wealth Partners, LLC | 20,186 | $3.44M | 0.52% | +238+1.2% | Added |
| Platinum Investment Management Ltd | 20,151 | $3.43M | 0.16% | −1,611−7.4% | Reduced |
| Avantax Planning Partners, Inc. | 20,090 | $3.42M | 0.12% | −1,362−6.3% | Reduced |
| Castellan Group, LLC | 20,073 | $3.42M | 1.44% | −1,833−8.4% | Reduced |
| Legal Advantage Investments, Inc. | 20,046 | $3.42M | 1.88% | −216−1.1% | Reduced |