Oracle Corp
ORCL- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001341439
In the last 90 days, Oracle Corp insiders filed 0 open-market purchases 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 | 3,507 | $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 | 2,820 | $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 |
|---|---|---|---|---|---|
| APG Asset Management US Inc. | 74,225 | $12.4M | 0.08% | −699,633−90.4% | Reduced |
| Greenleaf Trust | 72,744 | $12.4M | 0.11% | +2,403+3.4% | Added |
| Cohen Klingenstein LLC | 72,700 | $12.4M | 0.43% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 72,330 | $12.3M | 0.23% | +829+1.2% | Added |
| Long Road Investment Counsel, LLC | 71,890 | $12.3M | 4.88% | −1,000−1.4% | Reduced |
| Advisory Services Network, LLC | 86,733 | $12.2M | 0.25% | 00.0% | Unchanged |
| CTC LLC | 71,398 | $12.2M | 0.56% | +46,321+184.7% | Added |
| Coldstream Capital Management Inc | 70,982 | $12.2M | 0.26% | +4,077+6.1% | Added |
| Bokf, NA | 72,815 | $12.1M | 0.22% | −1,927−2.6% | Reduced |
| Pensionmark Financial Group, LLC | 71,159 | $12.1M | 0.38% | +46,790+192.0% | Added |
| International Assets Investment Management, LLC | 2,065,083 | $12.1M | 0.06% | +2,052,275+16,023.4% | Added |
| Siemens Fonds Invest GmbH | 70,701 | $12.0M | 0.96% | −2,124−2.9% | Reduced |
| Texas Yale Capital Corp. | 70,333 | $12.0M | 0.52% | 00.0% | Unchanged |
| JBF Capital, Inc. | 70,000 | $11.9M | 1.78% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 69,747 | $11.9M | 1.06% | +1,030+1.5% | Added |
| Stephens Inc | 69,686 | $11.9M | 0.17% | +24,174+53.1% | Added |
| Capital Investment Advisors, LLC | 69,528 | $11.8M | 0.24% | −6,344−8.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 69,195 | $11.8M | 0.30% | −416−0.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 69,193 | $11.8M | 1.16% | +1,742+2.6% | Added |
| First Citizens Bank & Trust Co | 69,191 | $11.8M | 0.26% | −3,070−4.2% | Reduced |
| Aristotle Atlantic Partners, LLC | 69,154 | $11.8M | 0.37% | +2,257+3.4% | Added |
| Lumbard & Kellner, LLC | 68,324 | $11.6M | 5.13% | +871+1.3% | Added |
| Achmea Investment Management B.V. | 68,305 | $11.6M | 0.19% | −2,005−2.9% | Reduced |
| Mutual Advisors, LLC | 66,611 | $11.6M | 0.34% | −746−1.1% | Reduced |
| DSM Capital Partners LLC | 67,877 | $11.6M | 0.18% | −38,511−36.2% | Reduced |
| Pallas Capital Advisors LLC | 65,717 | $11.5M | 0.49% | +9,109+16.1% | Added |
| Parallel Advisors, LLC | 67,226 | $11.5M | 0.27% | +6,162+10.1% | Added |
| Easterly Investment Partners LLC | 66,729 | $11.4M | 0.91% | −4,194−5.9% | Reduced |
| Trajan Wealth LLC | 66,512 | $11.3M | 0.67% | +8,859+15.4% | Added |
| Dorchester Wealth Management Co | 66,240 | $11.3M | 2.06% | −890−1.3% | Reduced |
| Laffer Tengler Investments | 66,207 | $11.3M | 2.28% | −1,080−1.6% | Reduced |
| Ascent Wealth Partners, LLC | 66,153 | $11.3M | 1.57% | −166−0.3% | Reduced |
| Nicholas Company, Inc. | 66,090 | $11.3M | 0.18% | 00.0% | Unchanged |
| Harvey Capital Management Inc | 65,928 | $11.2M | 2.81% | −1,050−1.6% | Reduced |
| Parcion Private Wealth LLC | 65,892 | $11.2M | 0.93% | +411+0.6% | Added |
| Longbow Finance SA | 65,806 | $11.2M | 1.20% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 65,354 | $11.1M | 2.72% | −2,475−3.6% | Reduced |
| Smith Shellnut Wilson LLC | 65,325 | $11.1M | 5.03% | 00.0% | Unchanged |
| Payden & Rygel | 65,290 | $11.1M | 0.86% | +300+0.5% | Added |
| Hourglass Capital, LLC | 65,277 | $11.1M | 3.10% | −2,395−3.5% | Reduced |
| South Dakota Investment Council | 65,123 | $11.1M | 0.22% | −16,500−20.2% | Reduced |
| Courier Capital LLC | 65,122 | $11.1M | 0.76% | −649−1.0% | Reduced |
| Guggenheim Capital LLC | 65,098 | $11.1M | 0.08% | +3,073+5.0% | Added |
| Smithfield Trust Co | 65,098 | $11.1M | 0.54% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 64,946 | $11.1M | 0.17% | −1,437−2.2% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 64,905 | $11.1M | 3.33% | −3,723−5.4% | Reduced |
| Norinchukin Bank, The | 64,795 | $11.0M | 0.26% | +8,756+15.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 64,614 | $11.0M | 0.44% | −1,465−2.2% | Reduced |
| Investment House LLC | 64,438 | $11.0M | 0.59% | +227+0.4% | Added |
| Lathrop Investment Management Corp | 63,910 | $10.9M | 2.02% | +218+0.3% | Added |
| First National Trust Co | 63,767 | $10.9M | 0.42% | −1,009−1.6% | Reduced |
| Principle Wealth Partners LLC | 63,710 | $10.9M | 0.77% | −3,436−5.1% | Reduced |
| Jefferies Financial Group Inc. | 62,595 | $10.7M | 0.17% | −74,052−54.2% | Reduced |
| Oppenheimer & Co Inc | 62,522 | $10.7M | 0.16% | +2,509+4.2% | Added |
| Foundry Partners, LLC | 62,123 | $10.6M | 0.52% | −14,244−18.7% | Reduced |
| Welch Group, LLC | 61,940 | $10.6M | 0.46% | +2,814+4.8% | Added |
| Apollon Wealth Management, LLC | 61,715 | $10.5M | 0.30% | +879+1.4% | Added |
| Chicago Capital, LLC | 61,691 | $10.5M | 0.29% | +18,584+43.1% | Added |
| Aureus Asset Management, LLC | 61,460 | $10.5M | 0.69% | +464+0.8% | Added |
| Cyrus J. Lawrence, LLC | 61,091 | $10.4M | 2.04% | −55−0.1% | Reduced |
| Vinva Investment Management Ltd | 61,641 | $10.4M | 0.45% | −5,365−8.0% | Reduced |
| Logan Capital Management Inc | 61,022 | $10.4M | 0.43% | −1,930−3.1% | Reduced |
| Lountzis Asset Management, LLC | 60,946 | $10.4M | 4.32% | −65−0.1% | Reduced |
| Pinnacle Financial Partners Inc | 60,737 | $10.3M | 0.21% | +1,214+2.0% | Added |
| Pacific Global Investment Management CO | 60,637 | $10.3M | 1.87% | −38−0.1% | Reduced |
| Robeco Schweiz AG | 60,500 | $10.3M | 0.19% | 00.0% | Unchanged |
| Jones Road Capital Management, L.P. | 60,490 | $10.3M | 8.25% | +10,490+21.0% | Added |
| Veriti Management LLC | 60,402 | $10.3M | 0.55% | +3,839+6.8% | Added |
| Wetherby Asset Management Inc | 60,149 | $10.2M | 0.47% | −1,404−2.3% | Reduced |
| Mission Wealth Management, LP | 60,082 | $10.2M | 0.25% | −15,165−20.2% | Reduced |
| First Personal Financial Services | 60,044 | $10.2M | 2.16% | −7,195−10.7% | Reduced |
| Bizma Investimentos Ltda | 60,000 | $10.2M | 3.92% | −20,000−25.0% | Reduced |
| Trivest Advisors Ltd | 60,000 | $10.2M | 0.58% | +60,000 | New |
| Highland Capital Management, LLC | 59,848 | $10.2M | 0.58% | +14,293+31.4% | Added |
| Ardsley Advisory Partners LP | 60,000 | $10.2M | 1.92% | +22,000+57.9% | Added |
| Integrated Wealth Concepts LLC | 59,515 | $10.1M | 0.12% | +971+1.7% | Added |
| Addison Capital Co | 59,276 | $10.1M | 4.07% | −346−0.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 59,076 | $10.1M | 0.69% | −713−1.2% | Reduced |
| Thompson Investment Management, Inc. | 58,623 | $9.99M | 1.43% | −2,337−3.8% | Reduced |
| Stolper Co | 58,497 | $9.97M | 3.26% | −292−0.5% | Reduced |
| Global Retirement Partners, LLC | 58,398 | $9.95M | 0.30% | +436+0.8% | Added |
| AE Wealth Management LLC | 58,144 | $9.91M | 0.09% | +2,110+3.8% | Added |
| Capital International Inc | 57,905 | $9.87M | 0.12% | +696+1.2% | Added |
| SevenBridge Financial Group, LLC | 52,162 | $9.87M | 1.90% | +1,712+3.4% | Added |
| HTLF Bank | 57,630 | $9.82M | 1.07% | −2,053−3.4% | Reduced |
| Wellington Management Group LLP | 57,424 | $9.79M | 0.00% | +12,302+27.3% | Added |
| Webster Bank, N. A. | 57,407 | $9.78M | 1.04% | −3,235−5.3% | Reduced |
| Evoke Wealth, LLC | 57,404 | $9.78M | 0.27% | +57,404 | New |
| WCG Wealth Advisors LLC | 56,900 | $9.70M | 0.65% | +298+0.5% | Added |
| Borer Denton & Associates, Inc. | 56,834 | $9.68M | 3.30% | +125+0.2% | Added |
| Banque Cantonale Vaudoise | 56,311 | $9.60M | 0.39% | +17,796+46.2% | Added |
| Schnieders Capital Management LLC | 55,877 | $9.52M | 1.81% | −1,832−3.2% | Reduced |
| Mitchell Sinkler & Starr | 55,799 | $9.51M | 2.39% | +2,276+4.3% | Added |
| Ingalls & Snyder LLC | 55,757 | $9.50M | 0.37% | −1,376−2.4% | Reduced |
| Bernzott Capital Advisors | 55,477 | $9.45M | 4.07% | −382−0.7% | Reduced |
| Griffin Asset Management, Inc. | 55,382 | $9.44M | 1.06% | −324−0.6% | Reduced |
| Illinois Municipal Retirement Fund | 55,365 | $9.43M | 0.13% | 00.0% | Unchanged |
| Ariel Investments, LLC | 55,244 | $9.41M | 0.10% | −5,176−8.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 55,020 | $9.38M | 0.13% | −7,346−11.8% | Reduced |
| Investment Management Corp of Ontario | 54,944 | $9.36M | 0.21% | +18,200+49.5% | Added |