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 |
|---|---|---|---|---|---|
| Five Oceans Advisors | 5,127 | $873.6K | 0.42% | +1,357+36.0% | Added |
| Capital Investment Advisory Services, LLC | 5,126 | $873.5K | 0.08% | −315−5.8% | Reduced |
| CoreFirst Bank & Trust | 5,126 | $873.5K | 0.50% | +1,800+54.1% | Added |
| Alesco Advisors LLC | 5,124 | $873.1K | 0.03% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 5,124 | $873.1K | 0.44% | −1,108−17.8% | Reduced |
| Gen-Wealth Partners Inc | 5,000 | $872.8K | 0.38% | +82+1.7% | Added |
| Coastal Investment Advisors, Inc. | 4,955 | $872.7K | 0.40% | +1,740+54.1% | Added |
| Founders Financial Alliance, LLC | 5,111 | $870.9K | 0.24% | +63+1.2% | Added |
| Fort Point Capital Partners LLC | 5,110 | $870.7K | 0.11% | +75+1.5% | Added |
| Nicholas Investment Partners, LP | 5,100 | $869.0K | 0.08% | +1,072+26.6% | Added |
| Tradition Wealth Management, LLC | 5,099 | $868.9K | 0.08% | +97+1.9% | Added |
| Affiance Financial, LLC | 5,097 | $868.6K | 0.21% | +1,293+34.0% | Added |
| Renaissance Group LLC | 5,097 | $868.5K | 0.04% | −287−5.3% | Reduced |
| Triton Wealth Management, PLLC | 5,169 | $866.6K | 0.49% | +129+2.6% | Added |
| OneAscent Financial Services LLC | 5,081 | $866.0K | 0.62% | +515+11.3% | Added |
| Aft, Forsyth & Company, Inc. | 5,080 | $865.6K | 0.43% | +3,110+157.9% | Added |
| Garrett Wealth Advisory Group, LLC | 5,080 | $865.6K | 0.21% | +1,194+30.7% | Added |
| Horizon Bancorp Inc | 5,079 | $865.0K | 0.40% | −444−8.0% | Reduced |
| Shepherd Financial Partners LLC | 5,075 | $864.8K | 0.10% | +470+10.2% | Added |
| Shayne & Co., LLC | 5,072 | $864.2K | 0.22% | +10.0% | Added |
| Castleview Partners, LLC | 5,045 | $859.7K | 0.50% | +3,183+170.9% | Added |
| Howe & Rusling Inc | 5,034 | $857.8K | 0.07% | +179+3.7% | Added |
| Zega Financial, LLC | 5,024 | $856.1K | 0.28% | −2,196−30.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 5,023 | $855.9K | 0.54% | −224−4.3% | Reduced |
| Revolve Wealth Partners, LLC | 5,014 | $854.4K | 0.13% | −45−0.9% | Reduced |
| 4J Wealth Management LLC | 4,990 | $850.3K | 0.66% | 00.0% | Unchanged |
| Novare Capital Management LLC | 4,988 | $850.0K | 0.07% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 4,986 | $849.6K | 0.07% | −75−1.5% | Reduced |
| Park Edge Advisors, LLC | 4,986 | $849.6K | 0.24% | +3,033+155.3% | Added |
| LJI Wealth Management, LLC | 4,983 | $849.1K | 0.17% | +125+2.6% | Added |
| Orser Capital Management, LLC | 4,980 | $848.6K | 0.66% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 4,972 | $847.2K | 0.10% | +203+4.3% | Added |
| Motco | 4,963 | $845.7K | 0.08% | −40−0.8% | Reduced |
| LifePro Asset Management | 4,957 | $844.7K | 0.52% | +412+9.1% | Added |
| Kowal Investment Group, LLC | 4,954 | $844.2K | 0.16% | +587+13.4% | Added |
| Newbridge Financial Services Group, Inc. | 4,940 | $841.7K | 0.30% | +3,013+156.4% | Added |
| Sand Hill Global Advisors, LLC | 4,929 | $839.8K | 0.04% | −19−0.4% | Reduced |
| Byrne Asset Management LLC | 4,920 | $838.4K | 0.57% | – | – |
| TCI Wealth Advisors, Inc. | 4,920 | $838.4K | 0.07% | +641+15.0% | Added |
| Sweet Financial Partners, LLC | 4,919 | $838.1K | 0.18% | −65−1.3% | Reduced |
| First Affirmative Financial Network | 4,913 | $837.2K | 0.46% | +709+16.9% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,910 | $836.6K | 0.19% | +107+2.2% | Added |
| Patrick M Sweeney & Associates, Inc | 4,893 | $833.7K | 0.61% | +41+0.8% | Added |
| Northeast Financial Consultants Inc | 4,888 | $832.9K | 0.04% | +79+1.6% | Added |
| Rogco, LP | 4,867 | $829.3K | 0.33% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 4,850 | $826.4K | 0.39% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 4,856 | $826.0K | 2.00% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 4,841 | $824.9K | 0.21% | −238−4.7% | Reduced |
| Hamilton Capital, LLC | 4,911 | $824.3K | 0.06% | −12−0.2% | Reduced |
| Larson Financial Group LLC | 4,835 | $823.9K | 0.05% | +1,928+66.3% | Added |
| Chilton Capital Management LLC | 4,804 | $818.5K | 0.03% | +3,295+218.4% | Added |
| Riverbridge Partners LLC | 4,800 | $817.9K | 0.01% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 4,783 | $815.0K | 0.23% | −55−1.1% | Reduced |
| Allegheny Financial Group LTD | 4,773 | $813.2K | 0.20% | +37+0.8% | Added |
| Strait & Sound Wealth Management LLC | 4,759 | $810.9K | 0.39% | −317−6.2% | Reduced |
| LVM Capital Management Ltd | 5,734 | $810.0K | 0.09% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 4,717 | $803.8K | 0.13% | 00.0% | Unchanged |
| Promethium Advisors,llc | 4,702 | $801.2K | 0.57% | +4,702 | New |
| Wick Capital Partners, LLC | 4,686 | $798.4K | 0.26% | +1,038+28.5% | Added |
| Pure Portfolios Holdings LLC | 4,685 | $798.4K | 0.30% | +4,685 | New |
| SkyView Investment Advisors, LLC | 4,678 | $797.0K | 0.13% | −507−9.8% | Reduced |
| Lodestone Wealth Management LLC | 4,669 | $795.6K | 0.40% | −72−1.5% | Reduced |
| DRW Securities, LLC | 4,669 | $795.6K | 0.04% | −75,840−94.2% | Reduced |
| Macroview Investment Management LLC | 4,665 | $794.9K | 0.78% | +14+0.3% | Added |
| Channel Wealth LLC | 4,654 | $793.0K | 0.26% | 00.0% | Unchanged |
| American Planning Services, Inc. | 4,650 | $792.4K | 0.63% | +50+1.1% | Added |
| Dark Forest Capital Management LP | 4,629 | $788.8K | 0.10% | −1,432−23.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,620 | $787.2K | 0.16% | +197+4.5% | Added |
| SMART Wealth LLC | 4,611 | $785.7K | 0.31% | +4,611 | New |
| Ransom Advisory, Ltd | 4,596 | $783.2K | 0.37% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 4,594 | $782.8K | 0.72% | 00.0% | Unchanged |
| Bank & Trust Co | 4,589 | $782.0K | 0.63% | 00.0% | Unchanged |
| Hansen & Associates Financial Group, Inc. | 4,460 | $781.9K | 0.41% | +4,460 | New |
| Exchange Traded Concepts, LLC | 4,587 | $781.6K | 0.02% | +2,802+157.0% | Added |
| Aire Advisors, LLC | 4,584 | $781.2K | 0.17% | −396−8.0% | Reduced |
| Cardiff Park Advisors, LLC | 4,573 | $779.2K | 0.07% | +76+1.7% | Added |
| Security Financial Services, INC. | 4,572 | $779.2K | 0.16% | −194−4.1% | Reduced |
| Charter Trust Co | 4,562 | $777.4K | 0.05% | −523−10.3% | Reduced |
| Counterpoint Mutual Funds LLC | 4,558 | $776.7K | 0.15% | +4,558 | New |
| JTC Employer Solutions Trusteee Ltd | 4,552 | $776.0K | 0.05% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 4,547 | $774.8K | 0.16% | +907+24.9% | Added |
| Invenio Wealth Partners LLC | 4,535 | $772.8K | 0.33% | +110+2.5% | Added |
| Certified Advisory Corp | 4,517 | $769.8K | 0.09% | +1,241+37.9% | Added |
| Stony Point Wealth Management Inc. | 4,516 | $769.6K | 0.32% | +50+1.1% | Added |
| Chesapeake Asset Management LLC | 4,513 | $769.0K | 0.67% | −3,338−42.5% | Reduced |
| TrueWealth Advisors, LLC | 4,509 | $768.4K | 0.26% | +771+20.6% | Added |
| Callan Family Office, LLC | 4,509 | $768.3K | 0.13% | +1,250+38.4% | Added |
| Clal Insurance Enterprises Holdings Ltd | 4,500 | $767.0K | 0.01% | −3,500−43.8% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,496 | $766.2K | 0.07% | +1,952+76.7% | Added |
| Maple Capital Management, Inc. | 4,493 | $765.6K | 0.06% | +129+3.0% | Added |
| Appleton Partners Inc | 4,489 | $765.0K | 0.06% | −1,840−29.1% | Reduced |
| Lodestar Private Asset Management LLC | 4,485 | $764.2K | 0.10% | −261−5.5% | Reduced |
| Clarity Wealth Advisors, LLC | 4,485 | $764.2K | 0.22% | +204+4.8% | Added |
| Fielder Capital Group LLC | 4,478 | $763.1K | 0.25% | −20.0% | Reduced |
| Armbruster Capital Management, Inc. | 4,478 | $763.1K | 0.15% | −2,371−34.6% | Reduced |
| Cromwell Holdings LLC | 4,478 | $763.1K | 0.49% | +93+2.1% | Added |
| Hara Capital LLC | 4,465 | $760.8K | 0.47% | −10−0.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,461 | $760.2K | 0.06% | −1,194−21.1% | Reduced |
| Phoenix Wealth Advisors | 4,454 | $759.0K | 0.35% | −50−1.1% | Reduced |
| 49 Wealth Management, LLC | 4,446 | $757.6K | 0.12% | +2,142+93.0% | Added |