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; 3,538 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 | 3,538 | $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 | 2,819 | $148.6B |
| Q4 2023 | 2,700 | $124.2B |
| Q3 2023 | 2,535 | $124.0B |
| Q2 2023 | 2,569 | $138.9B |
| Q1 2023 | 2,355 | $107.5B |
| Q4 2022 | 2,303 | $93.7B |
| Q3 2022 | 2,107 | $68.7B |
| Q2 2022 | 2,195 | $78.5B |
| Q1 2022 | 2,270 | $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 |
|---|---|---|---|---|---|
| Drive Wealth Management, LLC | 6,891 | $1.17M | 0.31% | +276+4.2% | Added |
| Capital Asset Advisory Services LLC | 6,728 | $1.17M | 0.06% | −1,011−13.1% | Reduced |
| Landmark Wealth Management, LLC | 6,866 | $1.17M | 0.51% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 6,862 | $1.17M | 0.17% | 00.0% | Unchanged |
| Gray Private Wealth, LLC | 6,858 | $1.17M | 0.70% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 6,834 | $1.16M | 0.01% | −261−3.7% | Reduced |
| Semanteon Capital Management, LP | 6,825 | $1.16M | 0.79% | +6,825 | New |
| Arcataur Capital Management LLC | 6,822 | $1.16M | 0.39% | −10−0.1% | Reduced |
| Ambassador Advisors, LLC | 6,813 | $1.16M | 0.20% | −1,855−21.4% | Reduced |
| Allen Investment Management LLC | 6,796 | $1.16M | 0.01% | +3,133+85.5% | Added |
| Centerpoint Advisors, LLC | 6,772 | $1.15M | 0.40% | −150−2.2% | Reduced |
| Mosley Wealth Management | 6,640 | $1.15M | 0.79% | +564+9.3% | Added |
| American National Bank | 6,759 | $1.15M | 0.14% | −184−2.7% | Reduced |
| McAdam, LLC | 6,754 | $1.15M | 0.06% | +315+4.9% | Added |
| Ariadne Wealth Management, LP | 6,168 | $1.15M | 0.63% | +6,168 | New |
| Mangrove Partners | 6,730 | $1.15M | 0.11% | +6,730 | New |
| Monument Capital Management | 6,715 | $1.14M | 0.32% | −10−0.1% | Reduced |
| Beach Investment Counsel Inc | 6,700 | $1.14M | 0.14% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6,698 | $1.14M | 0.10% | +189+2.9% | Added |
| SlateStone Wealth, LLC | 6,692 | $1.14M | 0.10% | +600+9.8% | Added |
| Raleigh Capital Management Inc. | 6,674 | $1.14M | 0.44% | +559+9.1% | Added |
| Oxford Financial Group Ltd | 6,673 | $1.14M | 0.07% | −1,119−14.4% | Reduced |
| BLB&B Advisors, LLC | 6,655 | $1.13M | 0.06% | +227+3.5% | Added |
| SRN Advisors, LLC | 6,637 | $1.13M | 1.00% | −809−10.9% | Reduced |
| Key Financial Inc | 6,627 | $1.13M | 0.25% | +27+0.4% | Added |
| Rbo & Co LLC | 6,600 | $1.12M | 0.18% | 00.0% | Unchanged |
| Oak Thistle LLC | 6,597 | $1.12M | 0.37% | +6,597 | New |
| Wealth Effects LLC | 6,575 | $1.12M | 0.39% | −350−5.1% | Reduced |
| Guardian Wealth Advisors, LLC | 6,574 | $1.12M | 0.12% | −34−0.5% | Reduced |
| Rehmann Capital Advisory Group | 6,547 | $1.12M | 0.07% | −3,016−31.5% | Reduced |
| BluePath Capital Management, LLC | 6,537 | $1.11M | 0.70% | +770+13.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,529 | $1.11M | 0.11% | 00.0% | Unchanged |
| Ellevest, Inc. | 6,524 | $1.11M | 0.06% | −216−3.2% | Reduced |
| CNB Bank | 6,512 | $1.11M | 0.51% | −255−3.8% | Reduced |
| Forge First Asset Management Inc. | 6,500 | $1.11M | 0.61% | +6,500 | New |
| Schrum Private Wealth Management LLC | 6,500 | $1.11M | 0.57% | −593−8.4% | Reduced |
| DGS Capital Management, LLC | 6,486 | $1.11M | 0.30% | +399+6.6% | Added |
| RB Capital Management, LLC | 6,471 | $1.10M | 0.26% | −20−0.3% | Reduced |
| Apella Capital, LLC | 6,569 | $1.10M | 0.05% | −30.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 6,461 | $1.10M | 0.02% | +12+0.2% | Added |
| Aviance Capital Partners, LLC | 6,450 | $1.10M | 0.14% | −75−1.1% | Reduced |
| National Philanthropic Trust | 6,427 | $1.10M | 0.02% | +116+1.8% | Added |
| Engineers Gate Manager LP | 6,413 | $1.09M | 0.02% | −65,957−91.1% | Reduced |
| Prosperity Consulting Group, LLC | 6,387 | $1.09M | 0.08% | −7,649−54.5% | Reduced |
| Virtus ETF Advisers LLC | 6,369 | $1.09M | 0.51% | +6,369 | New |
| Altrius Capital Management Inc | 6,351 | $1.08M | 0.27% | +104+1.7% | Added |
| Simon Quick Advisors, LLC | 6,350 | $1.08M | 0.07% | +1,405+28.4% | Added |
| Apeiron RIA LLC | 6,342 | $1.08M | 0.31% | +40+0.6% | Added |
| Keystone Financial Group | 6,341 | $1.08M | 0.14% | +185+3.0% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,329 | $1.08M | 0.27% | 00.0% | Unchanged |
| LRI Investments, LLC | 5,759 | $1.08M | 0.10% | −63−1.1% | Reduced |
| PAX Financial Group, LLC | 6,315 | $1.08M | 0.19% | +871+16.0% | Added |
| RAM Investment Partners, LLC | 6,313 | $1.08M | 0.28% | +487+8.4% | Added |
| Zhang Financial LLC | 6,310 | $1.08M | 0.07% | −71−1.1% | Reduced |
| Catalyst Financial Partners LLC | 6,308 | $1.07M | 0.21% | +437+7.4% | Added |
| Hollencrest Capital Management | 6,301 | $1.07M | 0.04% | +160+2.6% | Added |
| Leo Wealth, LLC | 6,274 | $1.07M | 0.10% | +543+9.5% | Added |
| Destination Wealth Management | 6,241 | $1.06M | 0.03% | +1,335+27.2% | Added |
| Balentine LLC | 6,226 | $1.06M | 0.04% | +4,454+251.4% | Added |
| Integrated Investment Consultants, LLC | 6,207 | $1.06M | 0.23% | −43−0.7% | Reduced |
| Leslie Global Wealth, LLC | 6,201 | $1.06M | 0.51% | +1,981+46.9% | Added |
| Cidel Asset Management Inc | 6,193 | $1.06M | 0.07% | −113−1.8% | Reduced |
| Goelzer Investment Management, Inc. | 6,192 | $1.06M | 0.06% | −113−1.8% | Reduced |
| Mindset Wealth Management, LLC | 6,170 | $1.05M | 0.43% | +6,170 | New |
| JNBA Financial Advisors | 6,167 | $1.05M | 0.11% | −954−13.4% | Reduced |
| MCF Advisors LLC | 6,165 | $1.05M | 0.07% | −21−0.3% | Reduced |
| Fca Corp | 6,150 | $1.05M | 0.32% | −196−3.1% | Reduced |
| Clarkston Capital Partners, LLC | 6,143 | $1.05M | 0.02% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 6,141 | $1.05M | 0.61% | +119+2.0% | Added |
| Financial Advocates Investment Management | 6,141 | $1.05M | 0.06% | +885+16.8% | Added |
| Avalon Trust Co | 6,136 | $1.05M | 0.08% | 00.0% | Unchanged |
| Gabelli Funds LLC | 6,124 | $1.04M | 0.01% | −638−9.4% | Reduced |
| Stockman Wealth Management, Inc. | 6,109 | $1.04M | 0.16% | −21−0.3% | Reduced |
| Richwood Investment Advisors, LLC | 6,091 | $1.04M | 0.86% | −200−3.2% | Reduced |
| Whalen Wealth Management Inc. | 6,079 | $1.04M | 0.73% | +259+4.5% | Added |
| Camden Capital, LLC | 6,058 | $1.03M | 0.11% | −4,904−44.7% | Reduced |
| Northstar Group, Inc. | 6,007 | $1.02M | 0.18% | −75−1.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 6,000 | $1.02M | 0.16% | +190+3.3% | Added |
| Sitrin Capital Management LLC | 5,961 | $1.02M | 0.51% | 00.0% | Unchanged |
| Stableford Capital II LLC | 5,775 | $1.02M | 0.41% | −973−14.4% | Reduced |
| NTV Asset Management LLC | 5,946 | $1.01M | 0.14% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 5,945 | $1.01M | 0.00% | −647−9.8% | Reduced |
| Octavia Wealth Advisors, LLC | 5,945 | $1.01M | 0.12% | +76+1.3% | Added |
| Perennial Investment Advisors, LLC | 5,922 | $1.01M | 0.13% | −166−2.7% | Reduced |
| Brass Tax Wealth Management, Inc | 5,919 | $1.01M | 0.22% | −4,298−42.1% | Reduced |
| Willow Creek Wealth Management Inc. | 5,905 | $1.01M | 0.11% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 5,895 | $1.00M | 0.03% | −180−3.0% | Reduced |
| Brown Capital Management LLC | 5,895 | $1.00M | 0.02% | 00.0% | Unchanged |
| Sippican Capital Advisors | 5,878 | $1.00M | 0.70% | 00.0% | Unchanged |
| ORG Partners LLC | 5,875 | $1.00M | 0.16% | −844−12.6% | Reduced |
| Arete Wealth Advisors, LLC | 5,903 | $1.00M | 0.09% | −10,232−63.4% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 5,870 | $1.00M | 0.11% | +70+1.2% | Added |
| Peregrine Asset Advisers, Inc. | 5,859 | $998.4K | 0.34% | +150+2.6% | Added |
| Archford Capital Strategies, LLC | 5,663 | $997.4K | 0.15% | −364−6.0% | Reduced |
| All Terrain Financial Advisors, LLC | 5,852 | $997.2K | 0.38% | 00.0% | Unchanged |
| Caldwell Investment Management Ltd. | 5,900 | $995.1K | 0.70% | +5,900 | New |
| United Community Bank | 5,830 | $993.4K | 0.39% | −255−4.2% | Reduced |
| Professional Advisory Services Inc | 5,830 | $993.0K | 0.13% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 5,825 | $992.6K | 0.29% | +2,986+105.2% | Added |
| SignalPoint Asset Management, LLC | 5,867 | $990.0K | 0.23% | +15+0.3% | Added |