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 |
|---|---|---|---|---|---|
| Kiley Juergens Wealth Management, LLC | 11,309 | $1.88M | 0.47% | −50−0.4% | Reduced |
| CMG Global Holdings, LLC | 10,236 | $1.89M | 1.04% | +241+2.4% | Added |
| Weatherly Asset Management L. P. | 11,353 | $1.89M | 0.17% | −28−0.2% | Reduced |
| StoneX Group Inc. | 11,365 | $1.89M | 0.10% | +5,633+98.3% | Added |
| AlphaStar Capital Management, LLC | 11,416 | $1.90M | 0.20% | +853+8.1% | Added |
| Keudell/Morrison Wealth Management | 11,432 | $1.91M | 0.50% | +104+0.9% | Added |
| Beaumont Financial Advisors, LLC | 11,441 | $1.91M | 0.14% | +340+3.1% | Added |
| Abundance Wealth Counselors | 11,448 | $1.91M | 0.42% | +400+3.6% | Added |
| Flagship Harbor Advisors, LLC | 11,522 | $1.92M | 0.10% | −444−3.7% | Reduced |
| Exane Asset Management | 11,148 | $1.92M | 1.09% | +2,052+22.6% | Added |
| Mechanics Financial Corp | 11,559 | $1.93M | 0.87% | −77−0.7% | Reduced |
| Dilation Capital Management LP | 11,600 | $1.93M | 1.78% | +11,600 | New |
| Clark Capital Management Group, Inc. | 11,614 | $1.94M | 0.01% | +663+6.1% | Added |
| WBH Advisory Inc | 11,674 | $1.95M | 0.18% | −951−7.5% | Reduced |
| Avestar Capital, LLC | 11,677 | $1.95M | 0.18% | +1,107+10.5% | Added |
| VisionPoint Advisory Group, LLC | 11,730 | $1.95M | 0.67% | −690−5.6% | Reduced |
| Connecticut Wealth Management, LLC | 11,708 | $1.95M | 0.10% | −152−1.3% | Reduced |
| Everpar Advisors LLC | 11,714 | $1.95M | 0.98% | +11+0.1% | Added |
| Visionary Wealth Advisors | 11,717 | $1.95M | 0.11% | +140+1.2% | Added |
| Zions Bancorporation, N.A. | 11,729 | $1.95M | 0.12% | +6,127+109.4% | Added |
| Arjuna Capital | 11,737 | $1.96M | 0.52% | −350−2.9% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 11,500 | $1.96M | 0.65% | +109+1.0% | Added |
| Central Bank & Trust Co | 11,786 | $1.96M | 0.30% | +50+0.4% | Added |
| Waterloo Capital, L.P. | 11,821 | $1.97M | 0.21% | −473−3.8% | Reduced |
| Park National Corp | 11,839 | $1.97M | 0.07% | −1,088−8.4% | Reduced |
| Pine Haven Investment Counsel, Inc | 11,860 | $1.98M | 1.62% | +155+1.3% | Added |
| Potentia Wealth | 11,867 | $1.98M | 0.88% | +11,867 | New |
| Legacy Advisors, LLC | 11,885 | $1.98M | 0.19% | +833+7.5% | Added |
| Keystone Financial Services | 11,922 | $1.99M | 0.76% | +155+1.3% | Added |
| Cypress Capital Group | 11,953 | $1.99M | 0.24% | −1,009−7.8% | Reduced |
| Bank Hapoalim BM | 11,955 | $1.99M | 0.32% | −5,456−31.3% | Reduced |
| Certus Wealth Management, LLC | 11,142 | $1.99M | 1.33% | +30.0% | Added |
| Donoghue Forlines LLC | 11,964 | $1.99M | 0.67% | +11,964 | New |
| Klingman & Associates, LLC | 11,973 | $2.00M | 0.12% | +482+4.2% | Added |
| Avidian Wealth Solutions, LLC | 12,008 | $2.00M | 0.09% | −690−5.4% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 12,054 | $2.01M | 0.21% | −96−0.8% | Reduced |
| Cornerstone National Bank & Trust Co | 12,114 | $2.02M | 0.93% | +43+0.4% | Added |
| Insight Wealth Strategies, LLC | 12,178 | $2.03M | 0.27% | −1,864−13.3% | Reduced |
| First Foundation Advisors | 12,181 | $2.03M | 0.08% | −25−0.2% | Reduced |
| Diversify Advisory Services, LLC | 13,139 | $2.03M | 0.11% | −8,133−38.2% | Reduced |
| Grimes & Company, Inc. | 12,204 | $2.03M | 0.06% | +247+2.1% | Added |
| Delta Financial Group, Inc. | 12,235 | $2.04M | 0.48% | −146−1.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 12,336 | $2.06M | 0.55% | −11−0.1% | Reduced |
| Moran Wealth Management, LLC | 12,351 | $2.06M | 0.07% | +1,304+11.8% | Added |
| First Interstate Bank | 12,358 | $2.06M | 0.12% | −106−0.9% | Reduced |
| Bridge Creek Capital Management LLC | 12,366 | $2.06M | 0.63% | −75−0.6% | Reduced |
| Northern Financial Advisors Inc | 12,367 | $2.06M | 1.65% | −448−3.5% | Reduced |
| Kathmere Capital Management, LLC | 12,400 | $2.07M | 0.19% | −93−0.7% | Reduced |
| Pure Financial Advisors, Inc. | 12,405 | $2.07M | 0.05% | +647+5.5% | Added |
| PBMares Wealth Management LLC | 12,423 | $2.07M | 0.42% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 12,449 | $2.07M | 0.97% | −1,571−11.2% | Reduced |
| Mission Creek Capital Partners, Inc. | 12,491 | $2.08M | 0.45% | +610+5.1% | Added |
| Nicolet Bankshares Inc | 12,494 | $2.08M | 0.49% | +155+1.3% | Added |
| Parisi Gray Wealth Management | 12,510 | $2.08M | 0.66% | −146−1.2% | Reduced |
| Hall Capital Management Co Inc | 12,521 | $2.09M | 0.97% | +12,521 | New |
| Bank of Stockton | 12,528 | $2.09M | 0.63% | −133−1.1% | Reduced |
| Key Client Fiduciary Advisors, LLC | 12,531 | $2.09M | 0.93% | −2,500−16.6% | Reduced |
| Global X Japan Co., Ltd. | 12,541 | $2.09M | 0.26% | −3,682−22.7% | Reduced |
| Terry L. Blaker | 12,549 | $2.09M | 0.08% | −2,115−14.4% | Reduced |
| Auxier Asset Management | 12,583 | $2.10M | 0.33% | 00.0% | Unchanged |
| Forge First Asset Management Inc. | 12,600 | $2.10M | 0.75% | +6,100+93.8% | Added |
| Gold Investment Management Ltd. | 12,625 | $2.10M | 0.89% | 00.0% | Unchanged |
| Spinnaker Trust | 12,662 | $2.11M | 0.13% | −248−1.9% | Reduced |
| Timber Creek Capital Management LLC | 12,663 | $2.11M | 0.61% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 12,674 | $2.11M | 0.18% | −408−3.1% | Reduced |
| Passumpsic Savings Bank | 12,684 | $2.11M | 1.32% | +12,684 | New |
| Trueblood Wealth Management, LLC | 12,696 | $2.12M | 1.04% | +20.0% | Added |
| Stillwater Wealth Management Group | 12,720 | $2.12M | 1.90% | +12,720 | New |
| Confluence Wealth Services, Inc. | 11,380 | $2.12M | 0.14% | 00.0% | Unchanged |
| Cooper Financial Group | 12,736 | $2.12M | 0.26% | +1,888+17.4% | Added |
| Intellectus Partners, LLC | 12,743 | $2.12M | 0.47% | +2,111+19.9% | Added |
| Gsa Capital Partners LLP | 12,746 | $2.12M | 0.16% | +5,134+67.4% | Added |
| Burling Wealth Partners, LLC | 12,759 | $2.13M | 0.43% | +12,759 | New |
| WMS Partners, LLC | 12,779 | $2.13M | 0.12% | +1,032+8.8% | Added |
| Everhart Financial Group, Inc. | 12,793 | $2.13M | 0.44% | +605+5.0% | Added |
| Caption Management, LLC | 12,800 | $2.13M | 0.09% | +12,800 | New |
| First National Bank Sioux Falls | 12,808 | $2.13M | 0.91% | 00.0% | Unchanged |
| Oddo BHF Asset Management SAS | 12,830 | $2.14M | 0.11% | +5,539+76.0% | Added |
| Hazlett, Burt & Watson, Inc. | 12,835 | $2.14M | 0.95% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 12,861 | $2.14M | 0.16% | +450+3.6% | Added |
| Cornerstone Planning, LLC | 12,925 | $2.15M | 0.82% | +12,925 | New |
| Auxano Advisors, LLC | 12,929 | $2.15M | 0.54% | +835+6.9% | Added |
| Advance Capital Management, Inc. | 12,938 | $2.16M | 0.10% | −1,172−8.3% | Reduced |
| GM Advisory Group, Inc. | 12,964 | $2.16M | 0.12% | +20.0% | Added |
| International Assets Investment Management, LLC | 13,020 | $2.16M | 0.18% | −2,052,063−99.4% | Reduced |
| Peoples Financial Services Corp. | 12,995 | $2.17M | 1.00% | +283+2.2% | Added |
| Catalina Capital Group, LLC | 13,032 | $2.17M | 0.71% | +328+2.6% | Added |
| Kovack Advisors, Inc. | 13,063 | $2.18M | 0.21% | +1,123+9.4% | Added |
| Newbridge Financial Services Group, Inc. | 13,147 | $2.19M | 0.56% | +8,207+166.1% | Added |
| Cove Private Wealth, LLC | 13,150 | $2.19M | 1.32% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 13,165 | $2.19M | 0.67% | +234+1.8% | Added |
| ERn Financial, LLC | 13,168 | $2.19M | 0.33% | +303+2.4% | Added |
| Marks Group Wealth Management, Inc | 13,180 | $2.20M | 0.22% | −202−1.5% | Reduced |
| Formidable Asset Management, LLC | 13,183 | $2.20M | 0.36% | −303−2.2% | Reduced |
| Verity & Verity, LLC | 13,200 | $2.20M | 0.20% | +9,537+260.4% | Added |
| Catalyst Funds Management Pty Ltd | 13,200 | $2.20M | 0.54% | +13,200 | New |
| United Bank | 13,235 | $2.21M | 0.93% | +1,805+15.8% | Added |
| Heritage Wealth Advisors | 13,257 | $2.21M | 0.11% | −975−6.9% | Reduced |
| Fullcircle Wealth LLC | 12,708 | $2.21M | 0.90% | −300−2.3% | Reduced |
| Stablepoint Partners, LLC | 13,272 | $2.21M | 0.41% | −155−1.2% | Reduced |