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 |
|---|---|---|---|---|---|
| Dover Advisors, LLC | 8,024 | $1.37M | 0.78% | −120−1.5% | Reduced |
| Howard Capital Management Group, LLC | 8,019 | $1.37M | 0.10% | +883+12.4% | Added |
| Maso Capital Partners Ltd | 8,000 | $1.36M | 1.28% | −7,700−49.0% | Reduced |
| Charles Schwab Trust Co | 7,983 | $1.36M | 0.12% | −810−9.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 7,979 | $1.36M | 0.03% | +3,158+65.5% | Added |
| Essex Savings Bank | 7,977 | $1.36M | 0.34% | −58−0.7% | Reduced |
| Elyxium Wealth, LLC | 7,947 | $1.35M | 0.75% | +7,947 | New |
| Zuckerman Investment Group, LLC | 7,945 | $1.35M | 0.14% | +68+0.9% | Added |
| Campbell Newman Asset Management Inc | 7,919 | $1.35M | 0.10% | +2,387+43.1% | Added |
| Baldwin Investment Management, LLC | 7,912 | $1.35M | 0.17% | +150+1.9% | Added |
| CORDA Investment Management, LLC. | 7,898 | $1.35M | 0.10% | +107+1.4% | Added |
| Gries Financial LLC | 7,892 | $1.34M | 0.25% | +137+1.8% | Added |
| Pointe Capital Management LLC | 7,883 | $1.34M | 0.78% | +555+7.6% | Added |
| Plancorp, LLC | 7,874 | $1.34M | 0.05% | +7+0.1% | Added |
| Capital Advisors, Ltd. LLC | 7,868 | $1.34M | 0.17% | +69+0.9% | Added |
| Financial Partners Group, LLC | 7,860 | $1.34M | 0.50% | +5,625+251.7% | Added |
| Kirtland Hills Capital Management, LLC | 7,846 | $1.34M | 0.74% | +20.0% | Added |
| Proffitt & Goodson Inc | 7,846 | $1.34M | 0.22% | −590−7.0% | Reduced |
| United Bank | 7,835 | $1.34M | 0.16% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 7,832 | $1.33M | 0.77% | +317+4.2% | Added |
| Beacon Investment Advisory Services, Inc. | 7,830 | $1.33M | 0.06% | +95+1.2% | Added |
| Burke & Herbert Bank & Trust Co | 7,819 | $1.33M | 0.31% | −51−0.6% | Reduced |
| Ridgecrest Wealth Partners, LLC | 7,813 | $1.33M | 0.69% | +100+1.3% | Added |
| Advisory Research Inc | 7,812 | $1.33M | 0.24% | −401−4.9% | Reduced |
| Columbia Asset Management | 7,806 | $1.33M | 0.23% | +220+2.9% | Added |
| Meritas Wealth Management, LLC | 7,804 | $1.33M | 0.82% | −286−3.5% | Reduced |
| Silicon Valley Capital Partners | 7,789 | $1.33M | 0.17% | +471+6.4% | Added |
| American Capital Advisory, LLC | 7,784 | $1.33M | 0.77% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 7,778 | $1.33M | 0.40% | −4−0.1% | Reduced |
| WealthTrust Axiom LLC | 7,741 | $1.32M | 0.39% | −150−1.9% | Reduced |
| Laraway Financial Inc | 7,740 | $1.32M | 1.05% | +796+11.5% | Added |
| Waddell & Associates, LLC | 7,737 | $1.32M | 0.16% | +212+2.8% | Added |
| Radnor Capital Management, LLC | 7,703 | $1.31M | 0.19% | +555+7.8% | Added |
| FSM Wealth Advisors, LLC | 7,685 | $1.31M | 0.35% | +316+4.3% | Added |
| Union Savings Bank | 7,643 | $1.30M | 0.64% | +15+0.2% | Added |
| Sentry Investment Management LLC | 7,628 | $1.30M | 0.55% | 00.0% | Unchanged |
| Emprise Bank | 7,614 | $1.30M | 0.75% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 7,612 | $1.30M | 0.10% | −144−1.9% | Reduced |
| BancorpSouth Bank | 7,605 | $1.30M | 0.09% | +59+0.8% | Added |
| CVA Family Office, LLC | 7,579 | $1.29M | 0.21% | +195+2.6% | Added |
| Investment Partners Asset Management, Inc. | 7,555 | $1.29M | 1.05% | +9+0.1% | Added |
| Mayflower Financial Advisors, LLC | 7,547 | $1.29M | 0.19% | 00.0% | Unchanged |
| Narwhal Capital Management | 7,544 | $1.29M | 0.12% | +3,504+86.7% | Added |
| Lipe & Dalton | 7,541 | $1.28M | 0.65% | −900−10.7% | Reduced |
| Monetta Financial Services Inc | 7,500 | $1.28M | 1.09% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 7,487 | $1.28M | 0.09% | +3,535+89.4% | Added |
| Fortis Capital Advisors, LLC | 7,483 | $1.28M | 0.43% | −2,037−21.4% | Reduced |
| Landaas & Co | 7,464 | $1.27M | 0.35% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 7,441 | $1.27M | 0.18% | −16−0.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,427 | $1.27M | 0.06% | +7,427 | New |
| Global Financial Private Client, LLC | 7,426 | $1.27M | 0.49% | −7,462−50.1% | Reduced |
| Schear Investment Advisers, LLC | 7,423 | $1.26M | 0.78% | +7,423 | New |
| Heritage Investment Group, Inc. | 7,422 | $1.26M | 0.24% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 7,369 | $1.26M | 0.64% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 7,370 | $1.26M | 0.39% | +2,870+63.8% | Added |
| Beese Fulmer Investment Management, Inc. | 7,369 | $1.26M | 0.11% | 00.0% | Unchanged |
| Geller Advisors LLC | 7,361 | $1.25M | 0.09% | −2,880−28.1% | Reduced |
| Savvy Advisors, Inc. | 7,347 | $1.25M | 0.25% | +687+10.3% | Added |
| Northeast Investment Management | 7,345 | $1.25M | 0.06% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 7,317 | $1.25M | 0.72% | −41−0.6% | Reduced |
| Garde Capital, Inc. | 7,315 | $1.25M | 0.08% | −372−4.8% | Reduced |
| Arthur M. Cohen & Associates, LLC | 7,445 | $1.24M | 0.22% | +195+2.7% | Added |
| Forte Capital LLC | 7,302 | $1.24M | 0.14% | +209+2.9% | Added |
| Newman Dignan & Sheerar, Inc. | 7,206 | $1.24M | 0.30% | 00.0% | Unchanged |
| Oddo BHF Asset Management SAS | 7,291 | $1.24M | 0.06% | +7,291 | New |
| Shell Asset Management Co | 7,291 | $1.24M | 0.05% | +7,291 | New |
| Barton Investment Management | 7,275 | $1.24M | 0.16% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 7,268 | $1.24M | 0.10% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 7,253 | $1.24M | 0.05% | −5,873−44.7% | Reduced |
| Gerber, LLC | 7,229 | $1.23M | 0.91% | −174−2.4% | Reduced |
| Bordeaux Wealth Advisors LLC | 7,226 | $1.23M | 0.22% | +1,082+17.6% | Added |
| Ipswich Investment Management Co., Inc. | 7,226 | $1.23M | 0.29% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 7,206 | $1.23M | 0.90% | +1,152+19.0% | Added |
| Naviter Wealth, LLC | 7,201 | $1.23M | 0.17% | −116−1.6% | Reduced |
| IPG Investment Advisors LLC | 7,184 | $1.22M | 0.27% | +5,373+296.7% | Added |
| Berger Financial Group, Inc | 7,160 | $1.22M | 0.09% | +208+3.0% | Added |
| Tranquilli Financial Advisor LLC | 7,152 | $1.22M | 0.76% | −32−0.4% | Reduced |
| Sigma Investment Counselors Inc | 7,138 | $1.22M | 0.07% | +116+1.7% | Added |
| Magnus Financial Group LLC | 7,101 | $1.21M | 0.12% | +473+7.1% | Added |
| D'Orazio & Associates, Inc. | 7,099 | $1.21M | 0.17% | −97−1.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 7,096 | $1.21M | 0.15% | −240−3.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 7,089 | $1.21M | 0.10% | −630−8.2% | Reduced |
| Leisure Capital Management | 7,086 | $1.21M | 0.52% | 00.0% | Unchanged |
| Lee Financial Co | 7,081 | $1.21M | 0.17% | +293+4.3% | Added |
| Legacy Capital Group California, Inc. | 7,081 | $1.21M | 0.40% | −282−3.8% | Reduced |
| Vivaldi Capital Management, LLC | 7,052 | $1.20M | 0.35% | −157−2.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,049 | $1.20M | 0.04% | −116−1.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 7,023 | $1.20M | 0.24% | +3,115+79.7% | Added |
| Parthenon LLC | 7,018 | $1.20M | 0.14% | −13−0.2% | Reduced |
| Dopkins Wealth Management, LLC | 7,000 | $1.19M | 0.96% | +7,000 | New |
| Global Assets Advisory, LLC | 7,132 | $1.19M | 0.65% | +7,132 | New |
| Accurate Wealth Management, LLC | 6,846 | $1.19M | 0.24% | +1,068+18.5% | Added |
| Patten Group, Inc. | 6,980 | $1.19M | 0.26% | +2,870+69.8% | Added |
| Davis Investment Partners, LLC | 7,092 | $1.19M | 0.50% | +367+5.5% | Added |
| Interchange Capital Partners, LLC | 6,969 | $1.19M | 0.42% | +160+2.3% | Added |
| Perritt Capital Management Inc | 6,970 | $1.19M | 0.61% | −355−4.8% | Reduced |
| Premier Path Wealth Partners, LLC | 6,935 | $1.18M | 0.19% | −45−0.6% | Reduced |
| Traphagen Investment Advisors LLC | 6,927 | $1.18M | 0.12% | +17+0.2% | Added |
| Sachetta, LLC | 6,919 | $1.18M | 0.47% | +3,357+94.2% | Added |
| Bath Savings Trust Co | 6,918 | $1.18M | 0.12% | −150−2.1% | Reduced |