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; 3,537 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
- 3,078
- +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
- 1,105 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 | 3,508 | $177.8B |
| Q4 2025 | 3,780 | $242.8B |
| Q3 2025 | 3,833 | $348.7B |
| Q2 2025 | 3,631 | $271.4B |
| Q1 2025 | 3,260 | $171.9B |
| Q4 2024 | 3,357 | $204.5B |
| Q3 2024 | 3,078 | $206.6B |
| Q2 2024 | 2,927 | $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 |
|---|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | 20,035 | $3.41M | 0.02% | −226,356−91.9% | Reduced |
| Great Valley Advisor Group, Inc. | 20,026 | $3.41M | 0.08% | +4,013+25.1% | Added |
| Maytus Capital Management, LLC | 20,000 | $3.41M | 1.20% | +20,000 | New |
| Aspiriant, LLC | 19,989 | $3.41M | 0.13% | −50−0.2% | Reduced |
| Legacy Trust | 19,936 | $3.40M | 0.78% | +633+3.3% | Added |
| Semmax Financial Advisors Inc. | 17,865 | $3.39M | 0.93% | −843−4.5% | Reduced |
| Central Pacific Bank - Trust Division | 19,712 | $3.36M | 0.42% | +7,779+65.2% | Added |
| Empower Advisory Group, LLC | 19,685 | $3.35M | 0.01% | −1,240−5.9% | Reduced |
| Citizens National Bank Trust Department | 19,642 | $3.35M | 0.70% | −105−0.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 19,620 | $3.34M | 0.18% | +3,881+24.7% | Added |
| Chicago Partners Investment Group LLC | 19,300 | $3.34M | 0.12% | +1,500+8.4% | Added |
| United Asset Strategies, Inc. | 19,501 | $3.32M | 0.31% | +5,737+41.7% | Added |
| Kingswood Wealth Advisors, LLC | 19,506 | $3.32M | 0.24% | +3,335+20.6% | Added |
| Farmers Trust Co | 19,464 | $3.32M | 0.62% | −50−0.3% | Reduced |
| Sanders Morris Harris LLC | 19,460 | $3.32M | 0.55% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 19,456 | $3.32M | 0.56% | +503+2.7% | Added |
| Compton Wealth Advisory Group, LLC | 19,382 | $3.30M | 0.83% | 00.0% | Unchanged |
| North Star Asset Management Inc | 19,296 | $3.29M | 0.15% | 00.0% | Unchanged |
| Equitable Trust Co | 19,289 | $3.29M | 0.21% | +2,610+15.6% | Added |
| Meiji Yasuda Life Insurance Co | 19,287 | $3.29M | 0.06% | +1,915+11.0% | Added |
| Cabot Wealth Management Inc | 19,264 | $3.28M | 0.41% | 00.0% | Unchanged |
| Washington Trust Bank | 19,216 | $3.27M | 0.31% | 00.0% | Unchanged |
| Lindsell Train LtdSuperinvestorLindsell Train | 19,200 | $3.27M | 0.07% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 23,128 | $3.27M | 0.17% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 19,164 | $3.27M | 0.46% | −1,383−6.7% | Reduced |
| Dash Acquisitions Inc. | 18,748 | $3.25M | 0.79% | +16,417+704.3% | Added |
| Dynamic Advisor Solutions LLC | 19,039 | $3.24M | 0.10% | −1,137−5.6% | Reduced |
| Spire Wealth Management | 19,034 | $3.24M | 0.11% | −1,274−6.3% | Reduced |
| Wynn Capital, LLC | 19,027 | $3.24M | 2.13% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 18,937 | $3.23M | 0.10% | +3,768+24.8% | Added |
| GQG Partners LLC | 18,933 | $3.23M | 0.01% | −10−0.1% | Reduced |
| Harbor Investment Advisory, LLC | 18,928 | $3.23M | 0.32% | −1,238−6.1% | Reduced |
| Davis R M Inc | 18,903 | $3.22M | 0.06% | −677−3.5% | Reduced |
| JGP Wealth Management, LLC | 18,862 | $3.21M | 0.41% | +502+2.7% | Added |
| HBK Sorce Advisory LLC | 18,855 | $3.21M | 0.10% | −94−0.5% | Reduced |
| Scott & Selber, Inc. | 18,832 | $3.21M | 1.00% | −62−0.3% | Reduced |
| Field & Main Bank | 18,830 | $3.21M | 1.14% | +150+0.8% | Added |
| Centric Wealth Management | 17,676 | $3.20M | 0.86% | −139−0.8% | Reduced |
| Ameritas Investment Partners, Inc. | 18,768 | $3.20M | 0.10% | −879−4.5% | Reduced |
| Northstar Advisory Group, LLC | 18,747 | $3.19M | 1.66% | +1,295+7.4% | Added |
| Louisbourg Investments Inc. | 20,089 | $3.19M | 0.81% | −2,015−9.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,726 | $3.19M | 0.48% | +148+0.8% | Added |
| Altfest L J & Co Inc | 18,721 | $3.19M | 0.42% | +4,533+31.9% | Added |
| Bowen Hanes & Co Inc | 18,708 | $3.19M | 0.08% | +50+0.3% | Added |
| Linden Thomas Advisory Services, LLC | 18,604 | $3.17M | 0.43% | −43−0.2% | Reduced |
| RFG Advisory, LLC | 18,571 | $3.16M | 0.10% | +5,501+42.1% | Added |
| L2 Asset Management, LLC | 18,532 | $3.16M | 0.86% | −2,723−12.8% | Reduced |
| Massmutual Trust Co FSB | 18,513 | $3.15M | 0.09% | +3,167+20.6% | Added |
| Covenant Asset Management, LLC | 18,510 | $3.15M | 0.70% | −500−2.6% | Reduced |
| Institute for Wealth Management, LLC. | 18,496 | $3.15M | 0.40% | −1,324−6.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 18,490 | $3.15M | 0.35% | −7,959−30.1% | Reduced |
| Tectonic Advisors LLC | 18,486 | $3.15M | 0.21% | +18,486 | New |
| RDA Financial Network | 18,409 | $3.14M | 0.97% | +1,347+7.9% | Added |
| Sapient Capital LLC | 18,394 | $3.13M | 0.06% | +5,542+43.1% | Added |
| Pacific Sage Partners, LLC | 18,361 | $3.13M | 0.74% | +596+3.4% | Added |
| Simplex Trading, LLC | 18,353 | $3.13M | 0.11% | +18,353 | New |
| AustralianSuper Pty Ltd | 18,328 | $3.12M | 0.02% | −18,112−49.7% | Reduced |
| Walleye Capital LLC | 18,284 | $3.12M | 0.03% | −174,647−90.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 18,244 | $3.11M | 1.38% | +2,959+19.4% | Added |
| Three Bridge Wealth Advisors, LLC | 18,191 | $3.10M | 1.14% | −245−1.3% | Reduced |
| Lindbrook Capital, LLC | 18,182 | $3.10M | 0.27% | +767+4.4% | Added |
| L.M. Kohn & Company | 18,091 | $3.08M | 0.78% | +532+3.0% | Added |
| Fagan Associates, Inc. | 18,057 | $3.08M | 0.52% | +1,140+6.7% | Added |
| Level Four Advisory Services, LLC | 18,327 | $3.08M | 0.13% | −971−5.0% | Reduced |
| Axiom Advisory, LLC | 21,184 | $3.07M | 0.03% | +331+1.6% | Added |
| GSB Wealth Management, LLC | 17,991 | $3.07M | 0.78% | −37−0.2% | Reduced |
| Trust Asset Management LLC | 17,898 | $3.05M | 0.24% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 17,885 | $3.05M | 1.25% | +3,337+22.9% | Added |
| Journey Advisory Group, LLC | 21,555 | $3.04M | 0.36% | 00.0% | Unchanged |
| Revere Asset Management, Inc | 17,831 | $3.04M | 2.43% | +17,831 | New |
| Azimuth Capital Investment Management LLC | 17,760 | $3.03M | 0.12% | −2,015−10.2% | Reduced |
| Convergence Investment Partners, LLC | 17,727 | $3.02M | 0.81% | +14,316+419.7% | Added |
| Accuvest Global Advisors | 17,666 | $3.01M | 2.59% | +17,666 | New |
| Miracle Mile Advisors, LLC | 17,652 | $3.01M | 0.07% | +2,212+14.3% | Added |
| Eagle Rock Investment Company, LLC | 17,626 | $3.00M | 0.50% | +64+0.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 17,574 | $2.99M | 0.40% | −137−0.8% | Reduced |
| Washington Trust Co | 17,535 | $2.99M | 0.10% | −91−0.5% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 17,500 | $2.98M | 0.01% | −1,042,073−98.3% | Reduced |
| Citizens & Northern Corp | 17,493 | $2.98M | 0.89% | +487+2.9% | Added |
| SWS Partners | 17,489 | $2.98M | 0.95% | −1,354−7.2% | Reduced |
| Insight Inv LLC | 17,463 | $2.98M | 2.50% | −575−3.2% | Reduced |
| Bank Hapoalim BM | 17,411 | $2.97M | 0.45% | −63−0.4% | Reduced |
| Investment Partners, Ltd. | 17,361 | $2.96M | 1.23% | −89−0.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 17,360 | $2.96M | 0.62% | +1,113+6.9% | Added |
| Aaron Wealth Advisors | 17,272 | $2.94M | 0.35% | +1,160+7.2% | Added |
| Smartleaf Asset Management LLC | 17,430 | $2.94M | 0.36% | +5,170+42.2% | Added |
| XML Financial, LLC | 17,238 | $2.94M | 0.27% | −1,295−7.0% | Reduced |
| Wellington Wealth Strategies, LLC. | 17,500 | $2.94M | 2.23% | +17,500 | New |
| LM Advisors LLC | 17,232 | $2.94M | 0.60% | +55+0.3% | Added |
| TrueMark Investments, LLC | 17,177 | $2.93M | 0.94% | −10,615−38.2% | Reduced |
| Pitcairn Co | 17,170 | $2.93M | 0.17% | −3,043−15.1% | Reduced |
| Vivid Wealth Management, LLC | 17,155 | $2.92M | 1.53% | +677+4.1% | Added |
| GeoWealth Management, LLC | 17,056 | $2.91M | 0.10% | +2,269+15.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $2.90M | 0.86% | 00.0% | Unchanged |
| Soviero Asset Management, LP | 17,000 | $2.90M | 2.92% | +17,000 | New |
| Martin Capital Advisors, LLP | 16,988 | $2.89M | 2.06% | +143+0.8% | Added |
| Carmel Capital Partners, LLC | 16,955 | $2.89M | 1.12% | −301−1.7% | Reduced |
| Martin & Co Inc | 16,898 | $2.88M | 0.68% | −47−0.3% | Reduced |
| Brooks, Moore & Associates, Inc. | 16,858 | $2.87M | 1.70% | +100+0.6% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 16,752 | $2.85M | 0.13% | +16,752 | New |