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, 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 | 3,538 | $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, 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 |
|---|---|---|---|---|---|
| Clarkston Capital Partners, LLC | 6,222 | $1.04M | 0.02% | +79+1.3% | Added |
| Leo Wealth, LLC | 6,225 | $1.04M | 0.09% | −49−0.8% | Reduced |
| BluePath Capital Management, LLC | 6,753 | $1.04M | 0.57% | +216+3.3% | Added |
| Fukoku Mutual Life Insurance Co | 6,240 | $1.04M | 0.07% | −5,306−46.0% | Reduced |
| WealthPlan Investment Management, LLC | 6,242 | $1.04M | 0.10% | +4,604+281.1% | Added |
| Crux Wealth Advisors | 6,243 | $1.04M | 0.58% | +6,243 | New |
| Act Two Investors LLC | 6,252 | $1.04M | 0.20% | −2,512−28.7% | Reduced |
| Seeds Investor LLC | 6,265 | $1.04M | 0.30% | +655+11.7% | Added |
| Mirador Capital Partners LP | 6,274 | $1.05M | 0.19% | +664+11.8% | Added |
| Altrius Capital Management Inc | 6,277 | $1.05M | 0.28% | −74−1.2% | Reduced |
| Coppell Advisory Solutions LLC | 6,287 | $1.05M | 0.15% | −118,926−95.0% | Reduced |
| Howe & Rusling Inc | 6,284 | $1.05M | 0.09% | +1,250+24.8% | Added |
| Integrated Investment Consultants, LLC | 6,298 | $1.05M | 0.22% | +91+1.5% | Added |
| Robeco Schweiz AG | 6,300 | $1.05M | 0.02% | −54,200−89.6% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,318 | $1.05M | 0.26% | −11−0.2% | Reduced |
| CNB Bank | 6,342 | $1.06M | 0.49% | −170−2.6% | Reduced |
| Mattson Financial Services, LLC | 6,205 | $1.06M | 0.34% | −3,664−37.1% | Reduced |
| Stevens Capital Management LP | 6,367 | $1.06M | 0.43% | −4,522−41.5% | Reduced |
| ZEGA Investments, LLC | 5,781 | $1.06M | 0.31% | +5,781 | New |
| McKinley Carter Wealth Services, Inc. | 6,378 | $1.06M | 0.07% | +700+12.3% | Added |
| Axq Capital, LP | 6,387 | $1.06M | 0.48% | +6,387 | New |
| Board of the Pension Protection Fund | 6,400 | $1.07M | 1.23% | +6,400 | New |
| ICONIQ Capital, LLC | 6,406 | $1.07M | 0.02% | +2,328+57.1% | Added |
| Apella Capital, LLC | 6,416 | $1.07M | 0.04% | −153−2.3% | Reduced |
| Phillips Wealth Planners LLC | 6,946 | $1.07M | 1.07% | −950−12.0% | Reduced |
| Lee Financial Co | 6,447 | $1.07M | 0.15% | −634−9.0% | Reduced |
| Allen Investment Management LLC | 6,449 | $1.07M | 0.01% | −347−5.1% | Reduced |
| Keystone Financial Group | 6,472 | $1.08M | 0.11% | +131+2.1% | Added |
| Oxford Financial Group Ltd | 6,507 | $1.08M | 0.07% | −166−2.5% | Reduced |
| Key Financial Inc | 6,516 | $1.09M | 0.25% | −111−1.7% | Reduced |
| Zhang Financial LLC | 6,525 | $1.09M | 0.06% | +215+3.4% | Added |
| Ellevest, Inc. | 6,529 | $1.09M | 0.06% | +5+0.1% | Added |
| Destination Wealth Management | 6,536 | $1.09M | 0.03% | +295+4.7% | Added |
| Summit X, LLC | 6,557 | $1.09M | 0.24% | +4,157+173.2% | Added |
| Sentry Investment Management LLC | 6,560 | $1.09M | 0.52% | −1,068−14.0% | Reduced |
| Wallace Advisory Group, LLC | 6,418 | $1.09M | 0.76% | +6,418 | New |
| Myriad Asset Management US LP | 6,563 | $1.09M | 0.73% | +6,563 | New |
| Hollencrest Capital Management | 6,565 | $1.09M | 0.04% | +264+4.2% | Added |
| Plante Moran Financial Advisors, LLC | 6,572 | $1.10M | 0.09% | −517−7.3% | Reduced |
| Enterprise Bank & Trust Co | 6,580 | $1.10M | 0.36% | +1,065+19.3% | Added |
| Davis Investment Partners, LLC | 7,098 | $1.10M | 0.46% | +6+0.1% | Added |
| Simplicity Wealth,LLC | 6,600 | $1.10M | 0.23% | −5,146−43.8% | Reduced |
| Rbo & Co LLC | 6,600 | $1.10M | 0.18% | 00.0% | Unchanged |
| BXM Wealth LLC | 6,607 | $1.10M | 1.54% | +6,607 | New |
| Empire Financial Management Company, LLC | 6,608 | $1.10M | 0.34% | −5,109−43.6% | Reduced |
| Narwhal Capital Management | 6,609 | $1.10M | 0.10% | −935−12.4% | Reduced |
| Balboa Wealth Partners | 6,615 | $1.10M | 0.25% | +1,076+19.4% | Added |
| Catalyst Financial Partners LLC | 6,624 | $1.10M | 0.21% | +316+5.0% | Added |
| River & Mercantile Asset Management LLP | 6,626 | $1.10M | 0.21% | −4,878−42.4% | Reduced |
| Aviance Capital Partners, LLC | 6,635 | $1.11M | 0.15% | +185+2.9% | Added |
| BLB&B Advisors, LLC | 6,636 | $1.11M | 0.06% | −19−0.3% | Reduced |
| Raleigh Capital Management Inc. | 6,643 | $1.11M | 0.43% | −31−0.5% | Reduced |
| DGS Capital Management, LLC | 6,659 | $1.11M | 0.28% | +173+2.7% | Added |
| American National Bank | 6,660 | $1.11M | 0.12% | −99−1.5% | Reduced |
| RB Capital Management, LLC | 6,661 | $1.11M | 0.26% | +190+2.9% | Added |
| Virtus ETF Advisers LLC | 6,668 | $1.11M | 0.45% | +299+4.7% | Added |
| Monument Capital Management | 6,709 | $1.12M | 0.31% | −6−0.1% | Reduced |
| Avalon Trust Co | 6,732 | $1.12M | 0.08% | +596+9.7% | Added |
| Aft, Forsyth & Company, Inc. | 6,739 | $1.12M | 0.55% | +1,659+32.7% | Added |
| Bath Savings Trust Co | 6,760 | $1.13M | 0.11% | −158−2.3% | Reduced |
| Guidance Capital, Inc | 6,143 | $1.13M | 0.35% | +829+15.6% | Added |
| Americana Partners, LLC | 6,769 | $1.13M | 0.05% | −2,930−30.2% | Reduced |
| Centerpoint Advisors, LLC | 6,772 | $1.13M | 0.40% | 00.0% | Unchanged |
| KDT Advisors, LLC | 6,773 | $1.13M | 1.66% | +6,773 | New |
| Landmark Wealth Management, LLC | 6,788 | $1.13M | 0.50% | −78−1.1% | Reduced |
| Financial Advocates Investment Management | 6,787 | $1.13M | 0.06% | +646+10.5% | Added |
| Balyasny Asset Management LLC | 6,796 | $1.13M | 0.00% | −46,059−87.1% | Reduced |
| Ambassador Advisors, LLC | 6,807 | $1.13M | 0.19% | −6−0.1% | Reduced |
| Arcataur Capital Management LLC | 6,822 | $1.14M | 0.38% | 00.0% | Unchanged |
| State of Wyoming | 6,832 | $1.14M | 0.15% | +5,482+406.1% | Added |
| First Command Advisory Services, Inc. | 6,834 | $1.14M | 0.01% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 6,838 | $1.14M | 0.07% | +646+10.4% | Added |
| Park Edge Advisors, LLC | 6,843 | $1.14M | 0.33% | +1,857+37.2% | Added |
| Interchange Capital Partners, LLC | 6,848 | $1.14M | 0.41% | −121−1.7% | Reduced |
| Sigma Investment Counselors Inc | 6,855 | $1.14M | 0.07% | −283−4.0% | Reduced |
| Gray Private Wealth, LLC | 6,858 | $1.14M | 0.68% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 6,862 | $1.14M | 0.16% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 6,873 | $1.15M | 0.25% | −5,855−46.0% | Reduced |
| SPC Financial, Inc. | 6,885 | $1.15M | 0.10% | +3,491+102.9% | Added |
| Strive Asset Management, LLC | 6,909 | $1.15M | 0.86% | +6,909 | New |
| PAX Financial Group, LLC | 6,912 | $1.15M | 0.21% | +597+9.5% | Added |
| Sachetta, LLC | 6,926 | $1.15M | 0.46% | +7+0.1% | Added |
| Mosley Wealth Management | 7,154 | $1.16M | 0.72% | +514+7.7% | Added |
| Drive Wealth Management, LLC | 6,958 | $1.16M | 0.28% | +67+1.0% | Added |
| Tandem Investment Partners LLC | 6,965 | $1.16M | 1.11% | +6,965 | New |
| Paces Ferry Wealth Advisors, LLC | 6,970 | $1.16M | 0.56% | −347−4.7% | Reduced |
| Flow Traders U.S. LLC | 6,982 | $1.16M | 0.05% | +6,982 | New |
| National Philanthropic Trust | 6,982 | $1.16M | 0.02% | +555+8.6% | Added |
| Ariadne Wealth Management, LP | 6,519 | $1.17M | 0.53% | +351+5.7% | Added |
| Dopkins Wealth Management, LLC | 7,000 | $1.17M | 0.59% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 7,010 | $1.17M | 0.15% | −86−1.2% | Reduced |
| Premier Path Wealth Partners, LLC | 7,017 | $1.17M | 0.18% | +82+1.2% | Added |
| Parthenon LLC | 7,018 | $1.17M | 0.14% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 7,045 | $1.17M | 0.21% | +7,045 | New |
| SRS Capital Advisors, Inc. | 7,081 | $1.18M | 0.07% | +383+5.7% | Added |
| Capital Asset Advisory Services LLC | 7,096 | $1.18M | 0.06% | +368+5.5% | Added |
| McHugh Group, LLC | 7,084 | $1.18M | 0.88% | +7,084 | New |
| Leisure Capital Management | 7,086 | $1.18M | 0.46% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 7,098 | $1.18M | 1.00% | +598+9.2% | Added |
| Newman Dignan & Sheerar, Inc. | 7,106 | $1.18M | 0.30% | −100−1.4% | Reduced |