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 |
|---|---|---|---|---|---|
| Total Clarity Wealth Management, Inc. | 4,445 | $757.4K | 0.24% | +762+20.7% | Added |
| Opal Wealth Advisors, LLC | 4,427 | $754.4K | 0.24% | −40−0.9% | Reduced |
| Ballast, Inc. | 4,424 | $753.9K | 0.21% | +20.0% | Added |
| Wendell David Associates Inc | 4,411 | $752.0K | 0.07% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 4,411 | $751.6K | 0.49% | 00.0% | Unchanged |
| Alta Advisers Ltd | 4,400 | $749.8K | 0.34% | 00.0% | Unchanged |
| Burton Enright Welch | 4,399 | $749.6K | 0.16% | −86−1.9% | Reduced |
| Trilogy Capital Inc. | 4,396 | $749.1K | 0.04% | +22+0.5% | Added |
| Heartwood Wealth Advisors LLC | 4,393 | $748.6K | 0.08% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 4,386 | $747.4K | 0.17% | −147−3.2% | Reduced |
| Financial Partners Group, Inc | 4,379 | $746.1K | 0.11% | +148+3.5% | Added |
| Bremer Bank National Association | 4,368 | $744.3K | 0.14% | −317−6.8% | Reduced |
| Roof Eidam & Maycock | 4,367 | $744.1K | 0.19% | 00.0% | Unchanged |
| Seven Mile Advisory | 4,364 | $743.6K | 0.49% | +387+9.7% | Added |
| Wharton Business Group, LLC | 4,358 | $743.0K | 0.03% | −111−2.5% | Reduced |
| Campion Asset Management LLC | 4,360 | $742.9K | 0.55% | −215−4.7% | Reduced |
| BlueSky Wealth Advisors, LLC | 4,360 | $742.9K | 0.12% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 4,357 | $742.4K | 0.17% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 4,356 | $742.2K | 0.36% | +8+0.2% | Added |
| Tyler-Stone Wealth Management | 4,353 | $741.8K | 0.14% | +2,393+122.1% | Added |
| Evanson Asset Management, LLC | 4,327 | $737.4K | 0.05% | +4+0.1% | Added |
| Wambolt & Associates, LLC | 4,411 | $737.3K | 0.20% | +7+0.2% | Added |
| Red Tortoise LLC | 4,309 | $734.2K | 0.37% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 4,292 | $731.3K | 0.25% | −135−3.0% | Reduced |
| Wealth Architects, LLC | 4,288 | $730.7K | 0.08% | +161+3.9% | Added |
| Arista Wealth Management, LLC | 4,285 | $730.2K | 0.18% | +10+0.2% | Added |
| Ironwood Financial, llc | 4,270 | $727.6K | 0.15% | −218−4.9% | Reduced |
| Berkeley, Inc | 4,266 | $726.9K | 0.21% | +1,843+76.1% | Added |
| Charter Research & Investment Group, Inc. | 4,249 | $724.0K | 0.53% | −1,471−25.7% | Reduced |
| Signature Resources Capital Management, LLC | 4,236 | $721.8K | 0.66% | 00.0% | Unchanged |
| Ninepoint Partners LP | 4,229 | $720.6K | 0.09% | +4,229 | New |
| Waypoint Capital Advisors, LLC | 4,225 | $719.9K | 0.15% | +119+2.9% | Added |
| Onefund, LLC | 4,198 | $715.3K | 0.73% | +25+0.6% | Added |
| Empirical Asset Management, LLC | 11,652 | $713.7K | 0.25% | −3,698−24.1% | Reduced |
| Ade, LLC | 4,159 | $708.7K | 0.44% | 00.0% | Unchanged |
| Middleton & Co Inc | 4,157 | $708.4K | 0.08% | +452+12.2% | Added |
| Frisch Financial Group, Inc. | 4,143 | $706.0K | 0.21% | −370−8.2% | Reduced |
| Chapin Davis, Inc. | 4,141 | $705.6K | 0.23% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4,127 | $703.2K | 0.18% | +130+3.3% | Added |
| Kaydan Wealth Management, Inc. | 4,119 | $701.9K | 0.21% | 00.0% | Unchanged |
| Onyx Financial Advisors, LLC | 4,109 | $700.2K | 0.38% | +12+0.3% | Added |
| Smith, Salley & Associates | 4,109 | $700.2K | 0.05% | +495+13.7% | Added |
| Wealth Group, Ltd. | 4,110 | $700.0K | 0.47% | −135−3.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 4,113 | $700.0K | 0.20% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 4,104 | $699.3K | 0.11% | −155−3.6% | Reduced |
| Westwood Holdings Group Inc. | 4,100 | $698.6K | 0.00% | +205+5.3% | Added |
| Clough Capital Partners L P | 4,100 | $698.6K | 0.07% | +4,100 | New |
| Tyche Wealth Partners LLC | 4,096 | $698.0K | 0.16% | −137−3.2% | Reduced |
| Forza Wealth Management, LLC | 4,096 | $698.0K | 0.32% | +809+24.6% | Added |
| Breed's Hill Capital LLC | 4,086 | $696.3K | 0.57% | −224−5.2% | Reduced |
| Hurlow Wealth Management Group, Inc. | 4,079 | $695.1K | 0.22% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 4,078 | $694.9K | 0.01% | +4,078 | New |
| Eagle Wealth Strategies LLC | 4,077 | $694.7K | 0.51% | +1,886+86.1% | Added |
| Centennial Bank | 4,059 | $691.7K | 0.32% | −26−0.6% | Reduced |
| GEM Asset Management, LLC | 4,066 | $691.1K | 0.40% | 00.0% | Unchanged |
| Rebalance, LLC | 4,055 | $691.0K | 0.05% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 4,050 | $690.1K | 0.23% | −30−0.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 4,050 | $690.1K | 0.09% | +737+22.2% | Added |
| High Note Wealth, LLC | 4,041 | $688.6K | 0.20% | −96−2.3% | Reduced |
| Blue Barn Wealth, LLC | 4,041 | $688.6K | 0.35% | +2,244+124.9% | Added |
| Wedgewood Investors Inc | 4,039 | $688.2K | 0.75% | 00.0% | Unchanged |
| FMA Wealth Management, LLC | 4,029 | $686.5K | 0.50% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 4,027 | $686.2K | 0.26% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 4,017 | $684.5K | 0.06% | −242−5.7% | Reduced |
| Sonata Capital Group Inc | 4,000 | $682.0K | 0.29% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 4,002 | $682.0K | 0.28% | +10.0% | Added |
| Bramshill Investments, LLC | 4,000 | $681.6K | 0.07% | +4,000 | New |
| Waterfront Wealth Inc. | 3,937 | $681.6K | 0.17% | −1,254−24.2% | Reduced |
| Univest Financial Corp | 3,998 | $681.3K | 0.04% | +3,998 | New |
| Defined Wealth Management, LLC | 3,998 | $681.3K | 0.44% | +31+0.8% | Added |
| Canton Hathaway, LLC | 3,995 | $681.0K | 0.17% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 3,979 | $678.0K | 0.07% | −950−19.3% | Reduced |
| Mengis Capital Management, Inc. | 3,978 | $677.9K | 0.13% | −4,587−53.6% | Reduced |
| KPP Advisory Services LLC | 3,977 | $677.7K | 0.16% | +134+3.5% | Added |
| Intrua Financial, LLC | 3,975 | $677.4K | 0.11% | +12+0.3% | Added |
| World Equity Group, Inc. | 3,975 | $677.3K | 0.24% | −12,839−76.4% | Reduced |
| Lazari Capital Management, Inc. | 3,975 | $677.3K | 0.29% | +108+2.8% | Added |
| Waypoint Wealth Partners Inc. | 3,973 | $677.0K | 0.18% | +199+5.3% | Added |
| Quantum Financial Advisors, LLC | 3,966 | $675.8K | 0.11% | −191−4.6% | Reduced |
| GW Henssler & Associates Ltd | 3,963 | $675.3K | 0.04% | −353−8.2% | Reduced |
| Focused Wealth Management, Inc | 3,958 | $674.4K | 0.09% | +2+0.1% | Added |
| Versant Capital Management, Inc | 3,957 | $674.3K | 0.15% | +65+1.7% | Added |
| Signal Advisors Wealth, LLC | 3,956 | $674.0K | 0.10% | +3,956 | New |
| Eclectic Associates Inc | 3,945 | $672.3K | 0.27% | +30+0.8% | Added |
| Financial Advisory Service, Inc. | 3,939 | $671.3K | 0.05% | +3+0.1% | Added |
| McMorgan & Co LLC | 3,939 | $671.2K | 0.10% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 3,927 | $669.1K | 0.06% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 3,919 | $667.9K | 0.23% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 18,570 | $666.1K | 0.21% | −27,544−59.7% | Reduced |
| McGowan Group Asset Management, Inc. | 3,892 | $663.2K | 0.09% | +10.0% | Added |
| Shorepoint Capital Partners LLC | 3,888 | $662.5K | 0.15% | −170−4.2% | Reduced |
| Legacy Wealth Management, LLC | 3,879 | $661.0K | 0.24% | +2,160+125.7% | Added |
| TCFG Wealth Management, LLC | 3,865 | $658.6K | 0.33% | +3,865 | New |
| Monarch Capital Management Inc | 3,859 | $657.6K | 0.18% | +376+10.8% | Added |
| Capital Advisory Group Advisory Services, LLC | 3,849 | $655.9K | 0.26% | −200−4.9% | Reduced |
| Sunflower Bank, N.A. | 3,848 | $655.7K | 0.18% | −32−0.8% | Reduced |
| Viawealth, LLC | 3,843 | $654.9K | 0.38% | +3+0.1% | Added |
| KLCM Advisors, Inc. | 3,841 | $654.4K | 0.08% | +173+4.7% | Added |
| Roble, Belko & Company, Inc | 3,825 | $652.0K | 0.10% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,824 | $651.6K | 0.35% | +262+7.4% | Added |