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; 3,537 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, Q4 2024
Institutional positions in Oracle Corp as of Dec 31, 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
- 3,357
- +334 vs. Q3 2024
- Shares held
- 1.23B
- +21.7M (+1.8%) vs. Q3 2024
- Total value
- $204.5B
- −$879.3M (−0.4%) vs. Q3 2024
- New holders
- 448
- 1,292 more added
- Sold out
- 114
- 1,168 more reduced
55 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 3,508 | $177.8B |
| Q4 2025 | 3,780 | $242.8B |
| Q3 2025 | 3,833 | $348.7B |
| Q2 2025 | 3,631 | $271.4B |
| Q1 2025 | 3,260 | $171.9B |
| Q4 2024 | 3,357 | $204.5B |
| Q3 2024 | 3,078 | $206.6B |
| Q2 2024 | 2,927 | $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, Q4 2024
Shares, value and share of portfolio for each institution holding Oracle Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Custom Index Systems, LLC | 2,836 | $472.6K | 0.25% | −24−0.8% | Reduced |
| Milestone Asset Management Group, LLC | 2,837 | $472.7K | 0.42% | +2,837 | New |
| SFMG, LLC | 2,838 | $473.0K | 0.04% | −752−20.9% | Reduced |
| ABLE Financial Group, LLC | 2,839 | $473.1K | 0.14% | −43−1.5% | Reduced |
| MWA Asset Management | 2,841 | $473.4K | 0.31% | +2,841 | New |
| Willner & Heller, LLC | 2,855 | $475.8K | 0.42% | +6+0.2% | Added |
| Campbell Wealth Management | 2,858 | $476.0K | 0.04% | +2,858 | New |
| Global Strategic Investment Solutions, LLC | 2,859 | $476.4K | 0.06% | −34−1.2% | Reduced |
| Lingohr & Partner Asset Management GmbH | 2,867 | $477.0K | 0.99% | −1,989−41.0% | Reduced |
| Financial Connections Group, Inc. | 2,866 | $477.0K | 0.23% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 2,864 | $477.3K | 0.05% | +99+3.6% | Added |
| Essex LLC | 2,870 | $478.2K | 0.10% | +2+0.1% | Added |
| RiverFront Investment Group, LLC | 2,871 | $478.4K | 0.01% | +960+50.2% | Added |
| Portland Global Advisors LLC | 2,875 | $479.1K | 0.06% | −100−3.4% | Reduced |
| Stanley-Laman Group, Ltd. | 2,876 | $479.3K | 0.07% | +294+11.4% | Added |
| CGC Financial Services, LLC | 2,878 | $479.6K | 0.19% | −115−3.8% | Reduced |
| Bullock Wealth Management Group | 2,879 | $479.8K | 0.28% | −391−12.0% | Reduced |
| Ignite Planners, LLC | 2,890 | $480.7K | 0.11% | −175−5.7% | Reduced |
| Pachira Investments Inc. | 2,883 | $481.2K | 0.29% | +6+0.2% | Added |
| First Bank & Trust | 2,890 | $481.6K | 0.09% | −235−7.5% | Reduced |
| Abound Financial, LLC | 2,891 | $481.8K | 0.24% | +2,891 | New |
| Paulson Wealth Management Inc. | 2,895 | $482.4K | 0.13% | −69−2.3% | Reduced |
| Kolinsky Wealth Management, LLC | 2,898 | $482.9K | 0.30% | +105+3.8% | Added |
| Virtue Capital Management, LLC | 2,898 | $482.9K | 0.10% | +515+21.6% | Added |
| MorganRosel Wealth Management, LLC | 2,900 | $483.3K | 0.16% | +2,900 | New |
| Decker Retirement Planning Inc. | 2,902 | $483.5K | 0.28% | +2,902 | New |
| Illumine Investment Management, LLC | 2,902 | $483.6K | 0.40% | +2,902 | New |
| Umpqua Bank | 3,109 | $486.0K | 0.17% | +537+20.9% | Added |
| Unionview, LLC | 2,926 | $487.6K | 0.36% | −105−3.5% | Reduced |
| Novem Group | 2,939 | $489.7K | 0.07% | +2,939 | New |
| Yeomans Consulting Group, Inc. | 2,946 | $490.9K | 0.18% | +2,946 | New |
| Morse Asset Management, Inc | 2,950 | $491.6K | 0.11% | −12,250−80.6% | Reduced |
| Summitry LLC | 2,953 | $492.0K | 0.02% | +266+9.9% | Added |
| Exchange Traded Concepts, LLC | 2,960 | $493.3K | 0.01% | −1,627−35.5% | Reduced |
| Hobbs Group Advisors, LLC | 2,963 | $493.7K | 0.19% | +6+0.2% | Added |
| GPS Wealth Strategies Group, LLC | 2,970 | $494.9K | 0.06% | +248+9.1% | Added |
| Aspen Investment Management Inc | 2,973 | $495.0K | 0.23% | −100−3.3% | Reduced |
| Contravisory Investment Management, Inc. | 2,982 | $496.9K | 0.11% | −184−5.8% | Reduced |
| Waterfront Wealth Inc. | 2,986 | $497.5K | 0.12% | −951−24.2% | Reduced |
| Sig Brokerage, LP | 2,987 | $497.8K | 0.23% | +2,987 | New |
| Hager Investment Management Services, LLC | 2,987 | $497.8K | 0.31% | +2,987 | New |
| Central Valley Advisors, LLC | 2,990 | $498.3K | 0.23% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 2,991 | $498.4K | 0.19% | −312−9.4% | Reduced |
| Foster Victor Wealth Advisors, LLC | 3,097 | $498.7K | 0.04% | −319−9.3% | Reduced |
| Wedgewood Investors Inc | 2,997 | $499.4K | 0.59% | −1,042−25.8% | Reduced |
| Petros Family Wealth, LLC | 2,997 | $499.4K | 0.54% | +2,997 | New |
| Paloma Partners Management Co | 3,000 | $499.9K | 0.03% | −12,710−80.9% | Reduced |
| Cutler Capital Management, LLC | 3,000 | $499.9K | 0.17% | +3,000 | New |
| Paul R. Ried Financial Group, LLC | 3,000 | $499.9K | 0.35% | +3,000 | New |
| Martel Wealth Advisors Inc | 3,000 | $499.9K | 0.10% | +3,000 | New |
| Pinnacle Investment Management Ltd | 3,000 | $499.9K | 0.37% | +3,000 | New |
| Ar Asset Management Inc | 3,000 | $500.0K | 0.11% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 3,002 | $500.3K | 0.26% | −3,968−56.9% | Reduced |
| Colton Groome Financial Advisors, LLC | 3,007 | $501.1K | 0.19% | +527+21.3% | Added |
| Green Square Capital Advisors LLC | 3,008 | $501.2K | 0.07% | +39+1.3% | Added |
| Capital Market Strategies LLC | 3,008 | $501.3K | 0.29% | +17+0.6% | Added |
| Creekside Partners | 3,009 | $501.4K | 0.26% | 00.0% | Unchanged |
| Thompson David Blair | 3,012 | $501.9K | 0.37% | +3,012 | New |
| Atlas Wealth LLC | 3,016 | $502.6K | 0.19% | −166−5.2% | Reduced |
| Sound Income Strategies, LLC | 3,019 | $503.1K | 0.03% | −139−4.4% | Reduced |
| IAG Wealth Partners, LLC | 3,021 | $503.4K | 0.09% | +267+9.7% | Added |
| ICW Investment Advisors LLC | 3,021 | $503.4K | 0.21% | +6+0.2% | Added |
| Talisman Wealth Advisors LLC | 3,025 | $504.1K | 0.53% | +13+0.4% | Added |
| Cahill Financial Advisors Inc | 3,031 | $505.1K | 0.07% | −585−16.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,206 | $507.4K | 0.00% | +648+25.3% | Added |
| 1620 Investment Advisors, Inc. | 3,048 | $507.9K | 0.38% | +1,419+87.1% | Added |
| M. Kulyk & Associates, LLC | 3,054 | $508.9K | 0.11% | −115−3.6% | Reduced |
| Arbor Investment Advisors, LLC | 3,058 | $509.6K | 0.07% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 3,074 | $512.3K | 0.04% | +212+7.4% | Added |
| Insight Advisors, LLC | 3,070 | $512.3K | 0.09% | −32−1.0% | Reduced |
| Duncan Williams Asset Management, LLC | 3,076 | $512.6K | 0.20% | +1,800+141.1% | Added |
| Bingham Private Wealth, LLC | 3,076 | $512.6K | 0.55% | +3,076 | New |
| Southeast Asset Advisors Inc. | 3,079 | $513.0K | 0.06% | −10.0% | Reduced |
| WP Advisors, LLC | 3,081 | $513.4K | 0.17% | +7+0.2% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 3,086 | $514.2K | 0.21% | +13+0.4% | Added |
| Whalerock Point Partners, LLC | 3,087 | $514.4K | 0.12% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 3,093 | $515.4K | 0.43% | −2,285−42.5% | Reduced |
| Noesis Capital Mangement Corp | 3,099 | $516.4K | 0.10% | −97−3.0% | Reduced |
| Hirtle Callaghan & Co LLC | 3,099 | $516.4K | 0.02% | +199+6.9% | Added |
| Forbes J M & Co LLP | 3,102 | $516.9K | 0.05% | +944+43.7% | Added |
| Legacy Capital Wealth Partners, LLC | 3,104 | $517.3K | 0.13% | −3,919−55.8% | Reduced |
| Burt Wealth Advisors | 3,107 | $517.8K | 0.13% | −117−3.6% | Reduced |
| Brendel Financial Advisors LLC | 3,110 | $518.0K | 0.31% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 3,112 | $518.6K | 0.16% | −200−6.0% | Reduced |
| Glen Eagle Advisors, LLC | 3,113 | $518.7K | 0.09% | −35−1.1% | Reduced |
| Baldwin Brothers Inc | 3,118 | $519.6K | 0.04% | −400−11.4% | Reduced |
| Madison Wealth Partners, Inc | 3,128 | $521.3K | 0.15% | +17+0.5% | Added |
| Estabrook Capital Management | 3,132 | $521.9K | 0.08% | −475−13.2% | Reduced |
| Ewa, LLC | 3,142 | $523.6K | 0.20% | −5−0.2% | Reduced |
| Marble Harbor Investment Counsel, LLC | 3,150 | $524.9K | 0.06% | 00.0% | Unchanged |
| West Coast Financial LLC | 3,152 | $525.2K | 0.06% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 3,152 | $525.2K | 0.20% | +27+0.9% | Added |
| Sloy Dahl & Holst, LLC | 3,160 | $526.6K | 0.07% | 00.0% | Unchanged |
| Consolidated Planning Corp | 3,162 | $526.8K | 0.07% | −116−3.5% | Reduced |
| Plimoth Trust Co LLC | 3,179 | $529.7K | 0.14% | −120−3.6% | Reduced |
| Vertex Planning Partners, LLC | 3,184 | $530.6K | 0.12% | +3,184 | New |
| Barnes Pettey Financial Advisors, LLC | 3,184 | $530.6K | 0.41% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 3,191 | $531.7K | 0.05% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 3,197 | $532.7K | 0.50% | +3,197 | New |
| Orca Investment Management, LLC | 3,198 | $532.9K | 0.50% | −425−11.7% | Reduced |