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 |
|---|---|---|---|---|---|
| Cable Hill Partners, LLC | 16,702 | $2.85M | 0.28% | −657−3.8% | Reduced |
| Altman Advisors, Inc. | 16,695 | $2.84M | 1.27% | −75−0.4% | Reduced |
| Penserra Capital Management LLC | 16,659 | $2.84M | 0.06% | −199,558−92.3% | Reduced |
| Nadler Financial Group, Inc. | 16,637 | $2.84M | 0.31% | +15+0.1% | Added |
| Y.D. More Investments Ltd | 16,640 | $2.83M | 0.30% | +536+3.3% | Added |
| Alaethes Wealth LLC | 16,566 | $2.82M | 1.04% | +1,319+8.7% | Added |
| Viewpoint Capital Management LLC | 16,710 | $2.82M | 1.58% | 00.0% | Unchanged |
| Smith, Moore & Co. | 16,459 | $2.80M | 0.27% | +190+1.2% | Added |
| Voya Financial Advisors, Inc. | 16,612 | $2.80M | 0.30% | +628+3.9% | Added |
| Cary Street Partner Investment Advisory LLC | 16,417 | $2.80M | 0.10% | +191+1.2% | Added |
| Cornerstone Wealth Group, LLC | 16,382 | $2.79M | 0.23% | +87+0.5% | Added |
| Venturi Wealth Management, LLC | 16,377 | $2.79M | 0.15% | −1,347−7.6% | Reduced |
| Stoneridge Investment Partners LLC | 16,371 | $2.79M | 1.04% | +7,157+77.7% | Added |
| Cigna Investments Inc | 16,352 | $2.79M | 0.49% | −197−1.2% | Reduced |
| Malaga Cove Capital, LLC | 16,319 | $2.78M | 1.12% | −3,056−15.8% | Reduced |
| Avitas Wealth Management LLC | 16,314 | $2.78M | 0.39% | +216+1.3% | Added |
| Verus Capital Partners, LLC | 16,271 | $2.77M | 0.27% | −66−0.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 16,244 | $2.77M | 1.07% | −2,222−12.0% | Reduced |
| Global X Japan Co., Ltd. | 16,223 | $2.76M | 0.35% | +1,558+10.6% | Added |
| Change Path, LLC | 16,204 | $2.76M | 0.09% | +4,132+34.2% | Added |
| Auto-Owners Insurance Co | 16,187 | $2.76M | 0.07% | 00.0% | Unchanged |
| PDS Planning, Inc | 16,087 | $2.74M | 0.25% | +2,440+17.9% | Added |
| David Loasby | 16,425 | $2.74M | 0.26% | −929−5.4% | Reduced |
| Close Asset Management Ltd | 16,050 | $2.73M | 0.08% | +17+0.1% | Added |
| Fairbanks Capital Management, Inc. | 16,047 | $2.73M | 1.72% | −1,581−9.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 15,998 | $2.73M | 0.04% | −6,325−28.3% | Reduced |
| Mill Capital Management, LLC | 15,897 | $2.71M | 0.21% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 15,878 | $2.71M | 0.46% | −290−1.8% | Reduced |
| Deseret Mutual Benefit Administrators | 15,802 | $2.69M | 1.37% | −3,061−16.2% | Reduced |
| Triangle Securities Wealth Management | 15,790 | $2.69M | 0.70% | −612−3.7% | Reduced |
| Fiduciary Alliance LLC | 15,790 | $2.69M | 0.36% | +15,790 | New |
| Holocene Advisors, LP | 15,779 | $2.69M | 0.01% | −914,182−98.3% | Reduced |
| Oakworth Capital, Inc. | 15,746 | $2.68M | 0.19% | +899+6.1% | Added |
| Optimum Investment Advisors | 15,745 | $2.68M | 1.16% | −35−0.2% | Reduced |
| Paloma Partners Management Co | 15,710 | $2.68M | 0.14% | +8,670+123.2% | Added |
| Golden State Equity Partners | 15,696 | $2.67M | 0.42% | +3,917+33.3% | Added |
| Community Bank & Trust, Waco, Texas | 15,691 | $2.67M | 0.60% | −235−1.5% | Reduced |
| Chesapeake Wealth Management | 15,662 | $2.67M | 0.91% | −99−0.6% | Reduced |
| Wilson & Boucher Capital Management, LLC | 15,655 | $2.67M | 1.84% | −635−3.9% | Reduced |
| Drucker Wealth 3.0, LLC | 15,648 | $2.67M | 0.64% | +571+3.8% | Added |
| Capital Planning LLC | 15,646 | $2.67M | 0.75% | +44+0.3% | Added |
| Mount Yale Investment Advisors, LLC | 15,633 | $2.66M | 0.26% | +3,376+27.5% | Added |
| Cunning Capital Partners, LP | 15,630 | $2.66M | 1.41% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 15,592 | $2.66M | 0.37% | +1,006+6.9% | Added |
| Penobscot Investment Management Company, Inc. | 15,576 | $2.65M | 0.24% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 15,564 | $2.65M | 0.07% | −74−0.5% | Reduced |
| Rational Advisors LLC | 15,500 | $2.64M | 0.25% | +15,500 | New |
| VCI Wealth Management LLC | 15,482 | $2.64M | 1.17% | +15,482 | New |
| Pflug Koory, LLC | 15,461 | $2.63M | 1.29% | +15,461 | New |
| AlphaCore Capital LLC | 15,425 | $2.63M | 0.59% | +1,449+10.4% | Added |
| Thomasville National Bank | 15,338 | $2.61M | 0.19% | −1,537−9.1% | Reduced |
| Roundview Capital LLC | 15,317 | $2.61M | 0.19% | +241+1.6% | Added |
| Congress Park Capital LLC | 15,249 | $2.60M | 0.96% | −460−2.9% | Reduced |
| Cascade Investment Advisors, Inc. | 15,247 | $2.60M | 1.65% | −445−2.8% | Reduced |
| Graypoint LLC | 15,239 | $2.60M | 0.17% | +2,190+16.8% | Added |
| Morse Asset Management, Inc | 15,200 | $2.59M | 0.56% | +15,200 | New |
| Buckingham Capital Management, Inc. | 15,173 | $2.59M | 0.30% | +1,843+13.8% | Added |
| Walter & Keenan Financial Consulting Co | 15,140 | $2.58M | 0.78% | +397+2.7% | Added |
| SeaCrest Wealth Management, LLC | 15,118 | $2.58M | 0.28% | −495−3.2% | Reduced |
| Alpine Bank Wealth Management | 15,042 | $2.56M | 0.41% | +15,042 | New |
| Key Client Fiduciary Advisors, LLC | 15,031 | $2.56M | 1.17% | +281+1.9% | Added |
| Steel Peak Wealth Management LLC | 14,975 | $2.55M | 0.11% | −944−5.9% | Reduced |
| Roman Butler Fullerton & Co | 14,640 | $2.55M | 0.77% | +68+0.5% | Added |
| Fiduciary Family Office, LLC | 14,937 | $2.55M | 0.84% | −731−4.7% | Reduced |
| Argus Investors' Counsel, Inc. | 14,886 | $2.54M | 1.65% | +2,117+16.6% | Added |
| CX Institutional | 14,830 | $2.53M | 0.11% | −22,722−60.5% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 14,689 | $2.51M | 1.99% | +465+3.3% | Added |
| HF Advisory Group, LLC | 14,718 | $2.51M | 1.17% | +482+3.4% | Added |
| Fox Hill Wealth Management | 14,713 | $2.51M | 1.38% | +2,299+18.5% | Added |
| Heritage Wealth Management, Inc. | 14,665 | $2.50M | 0.82% | −115−0.8% | Reduced |
| Westside Investment Management, Inc. | 14,961 | $2.50M | 0.53% | +86+0.6% | Added |
| Terry L. Blaker | 14,664 | $2.50M | 0.10% | +1,580+12.1% | Added |
| Insigneo Advisory Services, LLC | 14,652 | $2.50M | 0.25% | +2,346+19.1% | Added |
| Unique Wealth Strategies, LLC | 14,602 | $2.49M | 1.07% | +835+6.1% | Added |
| Atomi Financial Group, Inc. | 14,579 | $2.48M | 0.16% | −413−2.8% | Reduced |
| Nwam LLC | 14,544 | $2.48M | 0.15% | +14,544 | New |
| Boston Family Office LLC | 14,509 | $2.47M | 0.17% | −250−1.7% | Reduced |
| FNY Investment Advisers, LLC | 14,478 | $2.47M | 1.19% | +11,052+322.6% | Added |
| AIMZ Investment Advisors, LLC | 14,403 | $2.45M | 0.84% | −374−2.5% | Reduced |
| Hixon Zuercher, LLC | 14,383 | $2.45M | 0.96% | −9,074−38.7% | Reduced |
| Northwest Bank & Trust Co | 14,364 | $2.45M | 1.86% | −6,397−30.8% | Reduced |
| Ascent Group, LLC | 14,315 | $2.44M | 0.18% | +291+2.1% | Added |
| Boston Financial Mangement LLC | 14,313 | $2.44M | 0.07% | +50+0.4% | Added |
| EverSource Wealth Advisors, LLC | 14,301 | $2.44M | 0.15% | −669−4.5% | Reduced |
| Heritage Wealth Advisors | 14,232 | $2.43M | 0.11% | +4,081+40.2% | Added |
| Geneva Partners, LLC | 14,207 | $2.42M | 1.05% | +14,207 | New |
| Arbor Trust Wealth Advisors, LLC | 17,122 | $2.42M | 1.27% | 00.0% | Unchanged |
| Wealth Alliance | 14,174 | $2.42M | 0.29% | +1,605+12.8% | Added |
| Advance Capital Management, Inc. | 14,110 | $2.40M | 0.11% | +170+1.2% | Added |
| Insight Wealth Strategies, LLC | 14,042 | $2.39M | 0.32% | +60.0% | Added |
| St. Johns Investment Management Company, LLC | 14,020 | $2.39M | 1.12% | −574−3.9% | Reduced |
| Lantz Financial LLC | 14,020 | $2.39M | 0.65% | +1,295+10.2% | Added |
| Bank of Nova Scotia Trust Co | 13,972 | $2.38M | 0.24% | +60+0.4% | Added |
| Allred Capital Management, LLC | 13,929 | $2.37M | 0.93% | +143+1.0% | Added |
| Sage Mountain Advisors LLC | 13,889 | $2.37M | 0.20% | +3,665+35.8% | Added |
| Missouri Trust & Investment Co | 13,855 | $2.36M | 0.82% | −440−3.1% | Reduced |
| Great Lakes Retirement, Inc. | 13,828 | $2.36M | 0.30% | +2,334+20.3% | Added |
| Leonteq Securities AG | 13,741 | $2.34M | 0.28% | −1,535−10.0% | Reduced |
| Joel Isaacson & Co., LLC | 13,739 | $2.34M | 0.11% | +461+3.5% | Added |
| Hudson Portfolio Management LLC | 13,713 | $2.34M | 2.29% | +13,713 | New |