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 |
|---|---|---|---|---|---|
| Facet Wealth, Inc. | 3,335 | $567.1K | 0.02% | +205+6.5% | Added |
| REDW Wealth LLC | 3,323 | $566.2K | 0.15% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 3,320 | $565.7K | 0.37% | −325−8.9% | Reduced |
| Wellington Shields & Co., LLC | 3,312 | $564.4K | 0.17% | −500−13.1% | Reduced |
| Vigilare Wealth Management | 3,306 | $563.5K | 0.23% | +2+0.1% | Added |
| Pinnacle Holdings, LLC | 3,303 | $562.8K | 0.22% | −120−3.5% | Reduced |
| Mainsail Asset Management, LLC | 3,300 | $562.3K | 0.42% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 3,299 | $562.1K | 0.14% | −625−15.9% | Reduced |
| Retirement Planning Group | 3,281 | $559.1K | 0.03% | +273+9.1% | Added |
| Concord Wealth Partners | 3,278 | $558.6K | 0.09% | +90+2.8% | Added |
| Consolidated Planning Corp | 3,278 | $558.6K | 0.08% | −4,715−59.0% | Reduced |
| Core Alternative Capital | 3,276 | $558.2K | 0.11% | −60−1.8% | Reduced |
| Royal Harbor Partners, LLC | 3,269 | $557.0K | 0.22% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 3,267 | $556.7K | 0.11% | −50−1.5% | Reduced |
| Hartline Investment Corp | 3,253 | $554.3K | 0.07% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 3,239 | $551.9K | 0.11% | 00.0% | Unchanged |
| KilterHowling LLC | 3,236 | $551.4K | 0.35% | +2+0.1% | Added |
| Stonebrook Private Inc. | 3,227 | $550.0K | 0.15% | +168+5.5% | Added |
| Bristol John W & Co Inc | 3,226 | $549.7K | 0.01% | 00.0% | Unchanged |
| Burt Wealth Advisors | 3,224 | $549.4K | 0.14% | −181−5.3% | Reduced |
| Community Financial Services Group, LLC | 3,224 | $549.4K | 0.11% | −13−0.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 3,219 | $548.5K | 0.15% | 00.0% | Unchanged |
| Wintrust Investments LLC | 3,220 | $548.0K | 0.41% | −30,725−90.5% | Reduced |
| 1858 Wealth Management, LLC | 3,215 | $547.8K | 0.45% | +560+21.1% | Added |
| Bullock Wealth Management Group | 3,270 | $546.7K | 0.33% | +114+3.6% | Added |
| Copley Financial Group, Inc. | 3,206 | $546.3K | 0.50% | +3,206 | New |
| Noesis Capital Mangement Corp | 3,196 | $544.6K | 0.11% | +47+1.5% | Added |
| Brio Consultants, LLC | 3,195 | $544.4K | 0.09% | +198+6.6% | Added |
| Pictet North America Advisors SA | 3,191 | $543.7K | 0.05% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 3,184 | $542.6K | 0.43% | 00.0% | Unchanged |
| New World Advisors LLC | 3,183 | $542.4K | 0.14% | +3,183 | New |
| Atlas Wealth LLC | 3,182 | $542.2K | 0.23% | 00.0% | Unchanged |
| Diversified, LLC | 3,182 | $542.2K | 0.06% | +6+0.2% | Added |
| Diversified Enterprises, LLC | 3,182 | $542.2K | 0.06% | +3,182 | New |
| Gilbert & Cook, Inc. | 3,172 | $540.5K | 0.07% | +5+0.2% | Added |
| M. Kulyk & Associates, LLC | 3,169 | $540.0K | 0.11% | −144−4.3% | Reduced |
| Contravisory Investment Management, Inc. | 3,166 | $539.5K | 0.12% | +3,144+14,290.9% | Added |
| Sloy Dahl & Holst, LLC | 3,160 | $538.5K | 0.09% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 3,159 | $538.3K | 0.09% | +308+10.8% | Added |
| Sound Income Strategies, LLC | 3,158 | $538.1K | 0.03% | +561+21.6% | Added |
| Advisory Alpha, LLC | 3,157 | $538.1K | 0.02% | +1,354+75.1% | Added |
| Dynamic Technology Lab Private Ltd | 3,160 | $538.0K | 0.06% | −3,418−52.0% | Reduced |
| West Coast Financial LLC | 3,152 | $537.1K | 0.06% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 3,150 | $536.8K | 0.07% | −285−8.3% | Reduced |
| Marble Harbor Investment Counsel, LLC | 3,150 | $536.8K | 0.06% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3,148 | $536.4K | 0.09% | +10.0% | Added |
| M3 Advisory Group, LLC | 3,134 | $534.0K | 0.39% | +22+0.7% | Added |
| Glass Jacobson Investment Advisors llc | 3,131 | $533.5K | 0.18% | +968+44.8% | Added |
| Hoxton Planning & Management, LLC | 3,125 | $532.5K | 0.21% | −153−4.7% | Reduced |
| First Bank & Trust | 3,125 | $532.5K | 0.10% | −62−1.9% | Reduced |
| WoodTrust Financial Corp | 3,122 | $532.0K | 0.08% | −1,052−25.2% | Reduced |
| Consolidated Portfolio Review Corp | 3,121 | $531.8K | 0.12% | −80−2.5% | Reduced |
| Madison Wealth Partners, Inc | 3,111 | $530.1K | 0.16% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 3,111 | $530.1K | 0.08% | +256+9.0% | Added |
| Impact Partnership Wealth, LLC | 3,111 | $530.0K | 0.12% | +120+4.0% | Added |
| Brendel Financial Advisors LLC | 3,110 | $530.0K | 0.30% | 00.0% | Unchanged |
| Insight Advisors, LLC | 3,102 | $528.6K | 0.09% | −37−1.2% | Reduced |
| Whalerock Point Partners, LLC | 3,087 | $526.0K | 0.13% | +21+0.7% | Added |
| Southeast Asset Advisors Inc. | 3,080 | $524.8K | 0.06% | +10.0% | Added |
| Aspen Investment Management Inc | 3,073 | $524.0K | 0.24% | +10.0% | Added |
| WP Advisors, LLC | 3,074 | $523.8K | 0.19% | −14,991−83.0% | Reduced |
| One Day In July LLC | 3,073 | $523.6K | 0.06% | +49+1.6% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 3,073 | $523.6K | 0.21% | +17+0.6% | Added |
| ORG Wealth Partners, LLC | 3,069 | $522.9K | 0.17% | +3,069 | New |
| Advisor OS, LLC | 3,066 | $522.5K | 0.05% | +330+12.1% | Added |
| Ignite Planners, LLC | 3,065 | $522.3K | 0.12% | +515+20.2% | Added |
| Brown Financial Advisors | 3,061 | $521.6K | 0.21% | −3,060−50.0% | Reduced |
| Arbor Investment Advisors, LLC | 3,058 | $521.1K | 0.07% | 00.0% | Unchanged |
| Tilson Financial Group, Inc. | 3,060 | $521.0K | 0.23% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 3,055 | $520.5K | 0.20% | −7−0.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,046 | $519.0K | 0.24% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 3,044 | $518.7K | 0.02% | −76−2.4% | Reduced |
| Unionview, LLC | 3,031 | $516.5K | 0.40% | −79−2.5% | Reduced |
| LVW Advisors, LLC | 3,021 | $514.8K | 0.07% | +657+27.8% | Added |
| ICW Investment Advisors LLC | 3,015 | $513.9K | 0.21% | +154+5.4% | Added |
| Creekside Partners | 3,009 | $512.7K | 0.27% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 3,007 | $512.4K | 0.13% | +17+0.6% | Added |
| Talisman Wealth Advisors LLC | 3,012 | $511.2K | 0.54% | +25+0.8% | Added |
| Ar Asset Management Inc | 3,000 | $511.0K | 0.11% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 2,993 | $510.0K | 0.20% | −30−1.0% | Reduced |
| Hexagon Capital Partners LLC | 2,992 | $509.8K | 0.10% | −147−4.7% | Reduced |
| Fermata Advisors, LLC | 2,991 | $509.7K | 0.10% | +272+10.0% | Added |
| Capital Market Strategies LLC | 2,991 | $509.7K | 0.31% | +120+4.2% | Added |
| Central Valley Advisors, LLC | 2,990 | $509.5K | 0.29% | +2,990 | New |
| Snider Financial Group | 2,984 | $508.5K | 0.19% | +41+1.4% | Added |
| Portland Global Advisors LLC | 2,975 | $506.9K | 0.06% | −25−0.8% | Reduced |
| Stephens Consulting, LLC | 2,974 | $506.8K | 0.13% | −1,075−26.5% | Reduced |
| Paulson Wealth Management Inc. | 2,964 | $505.1K | 0.14% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 2,957 | $503.9K | 0.18% | +226+8.3% | Added |
| Green Square Capital Advisors LLC | 2,969 | $501.0K | 0.07% | +139+4.9% | Added |
| Cary Street Partners Asset Management LLC | 2,929 | $499.1K | 0.07% | −68−2.3% | Reduced |
| Mezzasalma Advisors, LLC | 2,928 | $498.9K | 0.20% | +161+5.8% | Added |
| CWC Advisors, LLC. | 2,917 | $497.0K | 0.49% | +2,917 | New |
| JSF Financial, LLC | 2,915 | $496.7K | 0.14% | +29+1.0% | Added |
| Traynor Capital Management, Inc. | 2,909 | $495.6K | 0.04% | +138+5.0% | Added |
| Hirtle Callaghan & Co LLC | 2,900 | $494.2K | 0.02% | +2,900 | New |
| Cantor Fitzgerald, L. P. | 2,897 | $493.6K | 0.04% | +2,897 | New |
| Global Strategic Investment Solutions, LLC | 2,893 | $493.0K | 0.06% | −205−6.6% | Reduced |
| Stone Point Wealth LLC | 2,890 | $492.5K | 0.16% | −152−5.0% | Reduced |
| Invst, LLC | 2,888 | $492.1K | 0.06% | −484−14.4% | Reduced |