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
- 3,077
- +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 | 3,508 | $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 |
|---|---|---|---|---|---|
| Prelude Capital Management, LLC | 11,470 | $1.95M | 0.15% | +11,470 | New |
| Boltwood Capital Management | 11,442 | $1.95M | 0.58% | −861−7.0% | Reduced |
| United Bank | 11,430 | $1.95M | 0.90% | +519+4.8% | Added |
| Conning Inc. | 11,422 | $1.95M | 0.06% | −93−0.8% | Reduced |
| Curbstone Financial Management Corp | 11,402 | $1.94M | 0.42% | −180−1.6% | Reduced |
| Csenge Advisory Group | 11,043 | $1.94M | 0.10% | +723+7.0% | Added |
| Weatherly Asset Management L. P. | 11,381 | $1.94M | 0.17% | +1,213+11.9% | Added |
| Confluence Wealth Services, Inc. | 11,380 | $1.94M | 0.14% | −2,505−18.0% | Reduced |
| Kiley Juergens Wealth Management, LLC | 11,359 | $1.94M | 0.50% | −20.0% | Reduced |
| One Wealth Advisors, LLC | 11,330 | $1.93M | 0.30% | −1,200−9.6% | Reduced |
| Keudell/Morrison Wealth Management | 11,328 | $1.93M | 0.52% | +726+6.8% | Added |
| GYL Financial Synergies, LLC | 11,284 | $1.92M | 0.14% | +14+0.1% | Added |
| Stratos Wealth Advisors, LLC | 11,250 | $1.92M | 0.09% | +396+3.6% | Added |
| Moody Lynn & Lieberson, LLC | 11,232 | $1.91M | 0.12% | +214+1.9% | Added |
| Prestige Wealth Management Group LLC | 11,218 | $1.91M | 0.40% | −2,152−16.1% | Reduced |
| OmniStar Financial Group, Inc. | 11,196 | $1.91M | 1.43% | +11,196 | New |
| Grandfield & Dodd, LLC | 11,200 | $1.91M | 0.11% | −9−0.1% | Reduced |
| Tevis Investment Management | 11,186 | $1.91M | 1.41% | +424+3.9% | Added |
| Atlas Brown,Inc. | 11,151 | $1.90M | 0.66% | −57−0.5% | Reduced |
| Certus Wealth Management, LLC | 11,139 | $1.90M | 1.32% | −22−0.2% | Reduced |
| Quantitative Investment Management, LLC | 11,109 | $1.89M | 0.19% | −27,670−71.4% | Reduced |
| Beaumont Financial Advisors, LLC | 11,101 | $1.89M | 0.15% | +25+0.2% | Added |
| Brevan Howard Capital Management LP | 11,074 | $1.89M | 0.09% | +11,074 | New |
| Boyd Wealth Management, LLC | 11,052 | $1.88M | 0.95% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 11,052 | $1.88M | 0.20% | +1,348+13.9% | Added |
| Abundance Wealth Counselors | 11,048 | $1.88M | 0.39% | −1,973−15.2% | Reduced |
| Moran Wealth Management, LLC | 11,047 | $1.88M | 0.06% | +11,047 | New |
| Pinnacle West Asset Management, Inc. | 11,045 | $1.88M | 1.35% | −100−0.9% | Reduced |
| Oxford Wealth Group, LLC | 11,028 | $1.88M | 1.53% | −5,939−35.0% | Reduced |
| Bogart Wealth, LLC | 10,993 | $1.87M | 0.09% | −70−0.6% | Reduced |
| Clark Capital Management Group, Inc. | 10,951 | $1.87M | 0.01% | +293+2.7% | Added |
| Woodmont Investment Counsel LLC | 10,939 | $1.86M | 0.14% | −7−0.1% | Reduced |
| Stevens Capital Management LP | 10,889 | $1.85M | 0.26% | +6,699+159.9% | Added |
| V-Square Quantitative Management LLC | 10,871 | $1.85M | 0.27% | +2,056+23.3% | Added |
| Armstrong Advisory Group, Inc | 10,853 | $1.85M | 0.15% | +843+8.4% | Added |
| Cooper Financial Group | 10,848 | $1.85M | 0.24% | +4,671+75.6% | Added |
| Twin City Private Wealth, LLC | 10,848 | $1.85M | 1.60% | +482+4.6% | Added |
| Infrastructure Capital Advisors, LLC | 10,835 | $1.85M | 0.26% | +10,835 | New |
| KRS Capital Management, LLC | 10,831 | $1.85M | 1.35% | −227−2.1% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 10,829 | $1.85M | 0.49% | +1,455+15.5% | Added |
| FinTrust Capital Advisors, LLC | 11,164 | $1.84M | 0.31% | +462+4.3% | Added |
| MainStreet Investment Advisors LLC | 10,784 | $1.84M | 0.24% | −532−4.7% | Reduced |
| Proequities, Inc. | 10,768 | $1.83M | 0.11% | −1,009−8.6% | Reduced |
| Assetmark, Inc | 10,767 | $1.83M | 0.01% | +747+7.5% | Added |
| Sterling Investment Advisors, Ltd. | 10,723 | $1.83M | 0.46% | +200+1.9% | Added |
| US Asset Management LLC | 9,613 | $1.82M | 1.61% | −144−1.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 10,659 | $1.82M | 0.17% | −280−2.6% | Reduced |
| Intellectus Partners, LLC | 10,632 | $1.81M | 0.46% | +4,947+87.0% | Added |
| Accredited Investors Inc. | 10,575 | $1.80M | 0.10% | +398+3.9% | Added |
| Avestar Capital, LLC | 10,570 | $1.80M | 0.20% | +504+5.0% | Added |
| AlphaStar Capital Management, LLC | 10,563 | $1.80M | 0.14% | +524+5.2% | Added |
| Miller Investment Management, LP | 10,543 | $1.80M | 0.19% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 10,533 | $1.79M | 0.28% | +846+8.7% | Added |
| Lynx Capital Group Ltd | 10,529 | $1.79M | 1.16% | −18−0.2% | Reduced |
| Operose Advisors LLC | 10,523 | $1.79M | 0.58% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 10,521 | $1.79M | 0.18% | −127−1.2% | Reduced |
| Focus Financial Network, Inc. | 10,511 | $1.79M | 0.07% | +221+2.1% | Added |
| White Pine Capital LLC | 10,490 | $1.79M | 0.61% | −41−0.4% | Reduced |
| AIA Group Ltd | 10,447 | $1.78M | 0.05% | +696+7.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 10,443 | $1.78M | 0.24% | −63−0.6% | Reduced |
| Secure Asset Management, LLC | 10,436 | $1.78M | 0.30% | −432−4.0% | Reduced |
| Optas, LLC | 10,434 | $1.78M | 0.41% | +1,017+10.8% | Added |
| VeraBank, N.A. | 10,426 | $1.78M | 0.52% | −150−1.4% | Reduced |
| Gainplan LLC | 12,548 | $1.77M | 0.84% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 10,365 | $1.77M | 0.01% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 10,353 | $1.76M | 0.51% | −666−6.0% | Reduced |
| K.J. Harrison & Partners Inc | 10,150 | $1.76M | 0.27% | +10,150 | New |
| SageView Advisory Group, LLC | 10,333 | $1.76M | 0.09% | −1,113−9.7% | Reduced |
| Benin Management CORP | 10,323 | $1.76M | 0.49% | 00.0% | Unchanged |
| Boston Research & Management Inc | 10,319 | $1.76M | 0.41% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 10,276 | $1.75M | 0.15% | +641+6.7% | Added |
| Clare Market Investments LLC | 10,270 | $1.75M | 0.46% | 00.0% | Unchanged |
| Peoples Bank | 10,217 | $1.74M | 0.89% | −150−1.4% | Reduced |
| TCG Advisory Services, LLC | 10,162 | $1.73M | 0.08% | −130−1.3% | Reduced |
| Gryphon Financial Partners LLC | 10,158 | $1.73M | 0.23% | +766+8.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 10,155 | $1.73M | 0.36% | 00.0% | Unchanged |
| Tompkins Financial Corp | 10,145 | $1.73M | 0.17% | −985−8.8% | Reduced |
| Capital Analysts, LLC | 10,142 | $1.73M | 0.07% | −523−4.9% | Reduced |
| Verition Fund Management LLC | 10,138 | $1.73M | 0.01% | −46,457−82.1% | Reduced |
| BSW Wealth Partners | 10,110 | $1.72M | 0.26% | −164−1.6% | Reduced |
| 3Chopt Investment Partners, LLC | 10,102 | $1.72M | 0.62% | +45+0.4% | Added |
| Platform Technology Partners | 10,062 | $1.71M | 0.54% | −432−4.1% | Reduced |
| Cozad Asset Management Inc | 10,020 | $1.71M | 0.16% | 00.0% | Unchanged |
| RBF Capital, LLC | 10,000 | $1.70M | 0.09% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 10,000 | $1.70M | 1.05% | +5,000+100.0% | Added |
| Miura Global Management, LLC | 10,000 | $1.70M | 1.96% | +10,000 | New |
| CMG Global Holdings, LLC | 9,995 | $1.70M | 0.96% | +10.0% | Added |
| Gemmer Asset Management LLC | 9,987 | $1.70M | 0.17% | +6+0.1% | Added |
| Vista Private Wealth Partners. LLC | 9,982 | $1.70M | 0.65% | +13+0.1% | Added |
| Moss Adams Wealth Advisors LLC | 9,948 | $1.70M | 0.19% | +1,386+16.2% | Added |
| Nicholas Hoffman & Company, LLC. | 9,923 | $1.69M | 0.07% | +2,140+27.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 9,899 | $1.69M | 0.48% | −2,426−19.7% | Reduced |
| Etesian Wealth Advisors, Inc. | 9,878 | $1.68M | 0.76% | +11+0.1% | Added |
| Enclave Advisors LLC | 9,872 | $1.68M | 0.29% | +9,872 | New |
| Sky Investment Group LLC | 9,870 | $1.68M | 0.30% | −150−1.5% | Reduced |
| Nelson Capital Management, LLC | 9,836 | $1.68M | 0.28% | +619+6.7% | Added |
| Oarsman Capital, Inc. | 9,792 | $1.67M | 0.31% | +395+4.2% | Added |
| Delphi Management Inc | 9,731 | $1.66M | 1.51% | −3,155−24.5% | Reduced |
| Eqis Capital Management, Inc. | 9,723 | $1.66M | 0.13% | +281+3.0% | Added |
| Peoples Bank | 9,710 | $1.65M | 1.11% | 00.0% | Unchanged |