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
- 3,356
- +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
- 1,291 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 |
|---|---|---|---|---|---|
| B&D White Capital Company, LLC | 4,200 | $699.9K | 0.12% | +4,200 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 4,203 | $700.4K | 1.36% | +3,615+614.8% | Added |
| Bremer Bank National Association | 4,217 | $702.7K | 0.14% | −151−3.5% | Reduced |
| Chapin Davis, Inc. | 4,141 | $705.6K | 0.23% | 00.0% | Unchanged |
| Broyhill Asset Management | 4,238 | $706.2K | 0.62% | +4,238 | New |
| Signature Resources Capital Management, LLC | 4,245 | $707.4K | 0.63% | +9+0.2% | Added |
| Charter Research & Investment Group, Inc. | 4,249 | $708.1K | 0.54% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 4,255 | $709.1K | 0.07% | +4,255 | New |
| Fairvoy Private Wealth, LLC | 4,259 | $709.7K | 0.19% | +4,259 | New |
| Flynn Zito Capital Management, LLC | 4,262 | $710.2K | 0.33% | −94−2.2% | Reduced |
| Ironwood Financial, llc | 4,270 | $711.6K | 0.15% | 00.0% | Unchanged |
| Encompass More Asset Management | 4,284 | $714.0K | 0.24% | +4,284 | New |
| Arista Wealth Management, LLC | 4,285 | $714.1K | 0.17% | 00.0% | Unchanged |
| Optima Capital LLC | 4,305 | $717.4K | 0.49% | +4,305 | New |
| Red Tortoise LLC | 4,309 | $718.0K | 0.38% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 4,309 | $718.1K | 0.23% | −136−3.1% | Reduced |
| Bernard Wealth Management Corp. | 4,317 | $719.4K | 0.34% | +4,317 | New |
| Onefund, LLC | 4,329 | $721.4K | 0.69% | +131+3.1% | Added |
| Aviso Wealth Management | 4,355 | $725.7K | 0.37% | +833+23.7% | Added |
| Wharton Business Group, LLC | 4,358 | $726.0K | 0.03% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 4,360 | $726.5K | 0.11% | 00.0% | Unchanged |
| Campion Asset Management LLC | 4,360 | $726.5K | 0.55% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 4,364 | $727.1K | 0.11% | −15−0.3% | Reduced |
| Vienna Asset Management LLC | 4,364 | $727.2K | 0.49% | +4,364 | New |
| Roof Eidam & Maycock | 4,367 | $727.7K | 0.19% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 4,378 | $729.5K | 0.27% | +872+24.9% | Added |
| Retirement Income Solutions, Inc | 4,386 | $730.9K | 0.15% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 4,388 | $731.3K | 0.24% | +96+2.2% | Added |
| Heartwood Wealth Advisors LLC | 4,393 | $732.0K | 0.08% | 00.0% | Unchanged |
| Burton Enright Welch | 4,398 | $732.9K | 0.15% | −10.0% | Reduced |
| Wendell David Associates Inc | 4,411 | $735.0K | 0.07% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 4,411 | $735.0K | 0.46% | 00.0% | Unchanged |
| Ballast, Inc. | 4,422 | $736.9K | 0.21% | −20.0% | Reduced |
| Hara Capital LLC | 4,425 | $737.4K | 0.47% | −40−0.9% | Reduced |
| Lodestar Private Asset Management LLC | 4,430 | $738.2K | 0.09% | −55−1.2% | Reduced |
| Allegheny Financial Group LTD | 4,430 | $738.2K | 0.19% | −343−7.2% | Reduced |
| Trilogy Capital Inc. | 4,444 | $740.5K | 0.04% | +48+1.1% | Added |
| Hexagon Capital Partners LLC | 4,463 | $743.7K | 0.14% | +1,471+49.2% | Added |
| Charter Trust Co | 4,474 | $745.5K | 0.05% | −88−1.9% | Reduced |
| Tyler-Stone Wealth Management | 4,475 | $745.6K | 0.13% | +122+2.8% | Added |
| Phoenix Wealth Advisors | 4,475 | $745.7K | 0.32% | +21+0.5% | Added |
| Fielder Capital Group LLC | 4,475 | $745.7K | 0.23% | −3−0.1% | Reduced |
| Armbruster Capital Management, Inc. | 4,478 | $746.2K | 0.15% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4,478 | $746.2K | 0.43% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 4,483 | $747.0K | 0.10% | +1,113+33.0% | Added |
| Empirical Asset Management, LLC | 15,413 | $747.6K | 0.25% | +3,761+32.3% | Added |
| Shorepoint Capital Partners LLC | 4,488 | $747.9K | 0.17% | +600+15.4% | Added |
| Chilton Capital Management LLC | 4,492 | $748.5K | 0.03% | −312−6.5% | Reduced |
| Kane Investment Management, Inc. | 4,497 | $749.4K | 0.42% | +4,497 | New |
| Bramshill Investments, LLC | 4,500 | $749.9K | 0.12% | +500+12.5% | Added |
| Versant Capital Management, Inc | 4,501 | $750.0K | 0.16% | +544+13.7% | Added |
| Millstone Evans Group, LLC | 4,517 | $752.7K | 0.51% | +4,517 | New |
| Accredited Wealth Management, LLC | 4,518 | $752.9K | 0.66% | +4,518 | New |
| Financial Perspectives, Inc | 4,534 | $755.6K | 0.25% | +615+15.7% | Added |
| Evanson Asset Management, LLC | 4,536 | $755.8K | 0.05% | +209+4.8% | Added |
| Elser Financial Planning, Inc | 4,537 | $756.0K | 0.05% | +4,537 | New |
| DecisionMap Wealth Management, LLC | 4,540 | $756.5K | 0.60% | +4,540 | New |
| TCI Wealth Advisors, Inc. | 4,541 | $756.7K | 0.06% | −379−7.7% | Reduced |
| Ransom Advisory, Ltd | 4,551 | $758.4K | 0.35% | −45−1.0% | Reduced |
| Stony Point Wealth Management Inc. | 4,564 | $760.6K | 0.30% | +48+1.1% | Added |
| Quadrant Private Wealth Management, LLC | 4,565 | $760.6K | 0.19% | −72,688−94.1% | Reduced |
| CoreFirst Bank & Trust | 4,566 | $760.9K | 0.45% | −560−10.9% | Reduced |
| Bank & Trust Co | 4,589 | $764.7K | 0.64% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 4,593 | $765.4K | 0.20% | +4,593 | New |
| Colonial River Wealth Management, LLC | 4,600 | $766.5K | 0.37% | +4,600 | New |
| Certified Advisory Corp | 4,600 | $766.6K | 0.08% | +83+1.8% | Added |
| AssuredPartners Investment Advisors, LLC | 4,611 | $768.4K | 0.15% | +4,611 | New |
| Lodestone Wealth Management LLC | 4,613 | $768.7K | 0.39% | −56−1.2% | Reduced |
| Blue Barn Wealth, LLC | 4,620 | $769.9K | 0.41% | +579+14.3% | Added |
| Opal Wealth Advisors, LLC | 4,634 | $772.2K | 0.23% | +207+4.7% | Added |
| Invenio Wealth Partners LLC | 4,650 | $774.9K | 0.32% | +115+2.5% | Added |
| Promethium Advisors,llc | 4,652 | $775.2K | 0.53% | −50−1.1% | Reduced |
| Channel Wealth LLC | 4,656 | $775.9K | 0.25% | +20.0% | Added |
| Strait & Sound Wealth Management LLC | 4,659 | $776.4K | 0.36% | −100−2.1% | Reduced |
| Clarity Wealth Advisors, LLC | 4,659 | $776.4K | 0.21% | +174+3.9% | Added |
| LGL Partners, LLC | 4,670 | $778.2K | 0.11% | −604−11.5% | Reduced |
| Macroview Investment Management LLC | 4,675 | $779.1K | 0.79% | +10+0.2% | Added |
| Sand Hill Global Advisors, LLC | 4,682 | $780.1K | 0.03% | −247−5.0% | Reduced |
| United Bank | 4,685 | $780.7K | 0.09% | −3,150−40.2% | Reduced |
| Pure Portfolios Holdings LLC | 4,686 | $780.8K | 0.29% | +10.0% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,689 | $781.4K | 0.06% | +193+4.3% | Added |
| Wick Capital Partners, LLC | 4,706 | $784.1K | 0.23% | +20+0.4% | Added |
| Buffington Mohr McNeal | 4,717 | $786.0K | 0.13% | 00.0% | Unchanged |
| Security Financial Services, INC. | 4,720 | $786.6K | 0.16% | +148+3.2% | Added |
| GK Wealth Management LLC | 4,729 | $788.0K | 1.00% | +4,729 | New |
| MFA Wealth Services | 4,731 | $788.3K | 0.63% | +4,731 | New |
| RWM Asset Management, LLC | 4,740 | $789.9K | 0.13% | +4,740 | New |
| Cardiff Park Advisors, LLC | 4,746 | $790.9K | 0.08% | +173+3.8% | Added |
| SNS Financial Group, LLC | 4,751 | $791.7K | 0.08% | −884−15.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,754 | $792.2K | 0.16% | +134+2.9% | Added |
| Strategic Advisors LLC | 4,755 | $792.4K | 0.14% | +1,012+27.0% | Added |
| JPL Wealth Management, LLC | 4,760 | $793.2K | 0.23% | +4,760 | New |
| McGlone Suttner Wealth Management, Inc. | 4,765 | $794.1K | 0.13% | +218+4.8% | Added |
| Renaissance Group LLC | 4,766 | $794.2K | 0.03% | −331−6.5% | Reduced |
| Birch Capital Management, LLC | 4,775 | $795.7K | 0.40% | −962−16.8% | Reduced |
| Whitener Capital Management, Inc. | 4,783 | $797.0K | 0.22% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 4,800 | $799.9K | 0.01% | 00.0% | Unchanged |
| Fire Capital Management LLC | 4,803 | $800.4K | 0.60% | +4,803 | New |
| Studio Investment Management LLC | 4,808 | $801.2K | 0.17% | −855−15.1% | Reduced |
| Wealth Dimensions Group, Ltd. | 4,815 | $802.4K | 0.20% | −26−0.5% | Reduced |