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 |
|---|---|---|---|---|---|
| Riverwater Partners LLC | 3,684 | $613.9K | 0.30% | +8+0.2% | Added |
| Schneider Downs Wealth Management Advisors, LP | 3,686 | $614.2K | 0.12% | 00.0% | Unchanged |
| X-Square Capital, LLC | 3,688 | $615.0K | 0.25% | +3+0.1% | Added |
| Lazari Capital Management, Inc. | 3,691 | $615.1K | 0.25% | −284−7.1% | Reduced |
| Elyxium Wealth, LLC | 3,691 | $615.1K | 0.37% | −4,256−53.6% | Reduced |
| Financial Advisory Service, Inc. | 3,692 | $615.2K | 0.05% | −247−6.3% | Reduced |
| One Charles Private Wealth Services, LLC | 3,692 | $615.3K | 0.21% | +28+0.8% | Added |
| Pinnacle Wealth Management Group, Inc. | 3,696 | $615.9K | 0.38% | +200+5.7% | Added |
| Monticello Wealth Management, LLC | 3,697 | $616.0K | 0.05% | +111+3.1% | Added |
| Global Assets Advisory, LLC | 3,715 | $616.8K | 0.34% | −3,417−47.9% | Reduced |
| Ridgewood Investments LLC | 3,716 | $619.3K | 0.30% | −1,408−27.5% | Reduced |
| Smith Anglin Financial, LLC | 3,716 | $619.3K | 0.06% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 3,714 | $619.9K | 0.05% | +1,749+89.0% | Added |
| Probity Advisors, Inc. | 3,725 | $620.7K | 0.12% | +458+14.0% | Added |
| Summit Wealth Partners, LLC | 3,736 | $622.6K | 0.13% | +364+10.8% | Added |
| ORG Wealth Partners, LLC | 3,747 | $624.4K | 0.19% | +678+22.1% | Added |
| Vishria Bird Financial Group, LLC | 3,753 | $625.0K | 0.22% | 00.0% | Unchanged |
| BankPlus Trust Department | 3,759 | $626.4K | 0.21% | +3,759 | New |
| Greater Midwest Financial Group, LLC | 3,767 | $627.8K | 0.40% | +8+0.2% | Added |
| Mustard Seed Financial, LLC | 3,781 | $630.1K | 0.51% | +10.0% | Added |
| Second Line Capital, LLC | 3,785 | $630.7K | 0.17% | −31−0.8% | Reduced |
| Patron Partners Advisors, LLC | 3,786 | $630.9K | 0.34% | +119+3.2% | Added |
| Alta Wealth Advisors LLC | 3,795 | $632.3K | 0.28% | +11+0.3% | Added |
| Viawealth, LLC | 3,796 | $632.6K | 0.38% | −47−1.2% | Reduced |
| KLCM Advisors, Inc. | 3,803 | $633.7K | 0.07% | −38−1.0% | Reduced |
| McMorgan & Co LLC | 3,821 | $636.8K | 0.10% | −118−3.0% | Reduced |
| Roble, Belko & Company, Inc | 3,825 | $637.0K | 0.10% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 3,835 | $639.1K | 0.17% | +1,107+40.6% | Added |
| WealthPLAN Partners, LLC | 3,843 | $640.4K | 0.09% | +693+22.0% | Added |
| Meritage Portfolio Management | 3,844 | $640.5K | 0.04% | +234+6.5% | Added |
| Monarch Capital Management Inc | 3,859 | $643.1K | 0.18% | 00.0% | Unchanged |
| Parkside Advisors LLC | 3,865 | $644.0K | 0.15% | +100+2.7% | Added |
| Capital Advisory Group Advisory Services, LLC | 3,877 | $646.1K | 0.23% | +28+0.7% | Added |
| McGowan Group Asset Management, Inc. | 3,893 | $648.7K | 0.09% | +10.0% | Added |
| Greykasell Wealth Strategies, Inc. | 3,901 | $650.1K | 0.36% | +3,901 | New |
| High Note Wealth, LLC | 3,912 | $651.9K | 0.17% | −129−3.2% | Reduced |
| Lyell Wealth Management, LP | 3,927 | $654.4K | 0.06% | 00.0% | Unchanged |
| FMA Wealth Management, LLC | 3,929 | $654.7K | 0.49% | −100−2.5% | Reduced |
| Signal Advisors Wealth, LLC | 3,931 | $655.1K | 0.07% | −25−0.6% | Reduced |
| Exchange Capital Management, Inc. | 3,934 | $655.6K | 0.10% | −170−4.1% | Reduced |
| Eclectic Associates Inc | 3,946 | $657.5K | 0.19% | +10.0% | Added |
| Mystic Asset Management, Inc. | 3,947 | $657.7K | 0.18% | +3,947 | New |
| Byrne Financial Freedom, LLC | 3,948 | $657.9K | 0.29% | +3,948 | New |
| South Plains Financial, Inc. | 3,953 | $658.7K | 0.50% | +3,953 | New |
| Focused Wealth Management, Inc | 3,959 | $659.7K | 0.09% | +10.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 3,959 | $659.7K | 0.09% | −91−2.2% | Reduced |
| Merriman Wealth Management, LLC | 3,965 | $660.8K | 0.03% | +586+17.3% | Added |
| Quantum Financial Advisors, LLC | 3,966 | $660.9K | 0.10% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 3,972 | $661.9K | 0.15% | +201+5.3% | Added |
| Waypoint Wealth Partners Inc. | 3,973 | $662.1K | 0.18% | 00.0% | Unchanged |
| Sym Financial Corp | 3,973 | $662.1K | 0.09% | +403+11.3% | Added |
| Garrett Investment Advisors LLC | 3,979 | $663.1K | 0.06% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 3,987 | $664.4K | 0.21% | +653+19.6% | Added |
| Sax Wealth Advisors, LLC | 3,987 | $664.5K | 0.05% | +559+16.3% | Added |
| Tyche Wealth Partners LLC | 3,993 | $665.3K | 0.14% | −103−2.5% | Reduced |
| KPP Advisory Services LLC | 3,993 | $665.4K | 0.16% | +16+0.4% | Added |
| Alan B. Lancz & Associates, Inc. | 3,994 | $665.6K | 0.68% | −600−13.1% | Reduced |
| Univest Financial Corp | 3,999 | $666.4K | 0.04% | +10.0% | Added |
| Fortis Capital Management LLC | 4,002 | $666.8K | 0.12% | +4,002 | New |
| Cantor Fitzgerald, L. P. | 4,002 | $666.9K | 0.03% | +1,105+38.1% | Added |
| Sonata Capital Group Inc | 4,000 | $667.0K | 0.28% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 4,002 | $667.0K | 0.28% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 4,004 | $667.3K | 0.11% | +4,004 | New |
| Eagle Wealth Strategies LLC | 4,010 | $668.2K | 0.48% | −67−1.6% | Reduced |
| Beck Mack & Oliver LLC | 4,017 | $669.4K | 0.01% | +4,017 | New |
| HHM Wealth Advisors, LLC | 4,019 | $669.7K | 0.09% | +2,959+279.2% | Added |
| Vista Cima Wealth Management LLC | 4,025 | $670.7K | 0.70% | +4,025 | New |
| Clayton Financial Group LLC | 4,027 | $671.1K | 0.24% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 4,037 | $672.7K | 0.45% | +39+1.0% | Added |
| Sunbeam Capital Management, LLC | 4,050 | $674.8K | 0.63% | +4,050 | New |
| Rebalance, LLC | 4,050 | $674.9K | 0.05% | −5−0.1% | Reduced |
| GW Henssler & Associates Ltd | 3,963 | $675.3K | 0.04% | 00.0% | Unchanged |
| Centennial Bank | 4,059 | $676.4K | 0.32% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 4,064 | $677.2K | 0.01% | −36−0.9% | Reduced |
| New World Advisors LLC | 4,065 | $677.4K | 0.16% | +882+27.7% | Added |
| GEM Asset Management, LLC | 4,066 | $677.6K | 0.38% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 4,069 | $678.1K | 0.23% | −50−1.2% | Reduced |
| Sunflower Bank, N.A. | 4,071 | $678.4K | 0.19% | +223+5.8% | Added |
| Manuka Financial, LLC | 4,074 | $678.9K | 0.46% | +4,074 | New |
| Atlas Legacy Advisors, LLC | 4,084 | $680.6K | 0.16% | +4,084 | New |
| Middleton & Co Inc | 4,087 | $681.1K | 0.08% | −70−1.7% | Reduced |
| Canvas Wealth Advisors, LLC | 4,090 | $681.5K | 0.17% | +396+10.7% | Added |
| Prasad Wealth Partners, LLC | 4,090 | $681.6K | 0.22% | +4,090 | New |
| Rosenberg Matthew Hamilton | 4,093 | $682.1K | 0.18% | −34−0.8% | Reduced |
| Stonebrook Private Inc. | 4,098 | $682.8K | 0.18% | +871+27.0% | Added |
| E&G Advisors, LP | 4,100 | $683.2K | 0.19% | +400+10.8% | Added |
| Cape Cod Five Cents Savings Bank | 4,017 | $684.5K | 0.06% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 4,113 | $685.0K | 0.20% | 00.0% | Unchanged |
| Onyx Financial Advisors, LLC | 4,118 | $686.3K | 0.38% | +9+0.2% | Added |
| Alteri Wealth LLC | 4,119 | $686.5K | 0.19% | +4,119 | New |
| Archford Capital Strategies, LLC | 4,129 | $688.1K | 0.10% | −1,534−27.1% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 4,139 | $689.7K | 0.59% | +4,139 | New |
| Frisch Financial Group, Inc. | 4,149 | $691.0K | 0.21% | +6+0.1% | Added |
| Forza Wealth Management, LLC | 4,149 | $691.4K | 0.31% | +53+1.3% | Added |
| Hurlow Wealth Management Group, Inc. | 4,149 | $691.4K | 0.22% | +70+1.7% | Added |
| Ade, LLC | 4,159 | $693.1K | 0.43% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 4,165 | $694.1K | 0.15% | +460+12.4% | Added |
| Mengis Capital Management, Inc. | 4,178 | $696.2K | 0.14% | +200+5.0% | Added |
| Smith, Salley & Associates | 4,180 | $696.6K | 0.04% | +71+1.7% | Added |
| Wealth Group, Ltd. | 4,189 | $698.0K | 0.45% | +79+1.9% | Added |