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 |
|---|---|---|---|---|---|
| Fidelis Capital Partners, LLC | 15,860 | $2.67M | 0.27% | +3,132+24.6% | Added |
| Close Asset Management Ltd | 16,050 | $2.67M | 0.08% | 00.0% | Unchanged |
| L & S Advisors Inc | 16,176 | $2.70M | 0.30% | −37,633−69.9% | Reduced |
| Auto-Owners Insurance Co | 16,187 | $2.70M | 0.06% | 00.0% | Unchanged |
| Cigna Investments Inc | 16,234 | $2.71M | 0.48% | −118−0.7% | Reduced |
| Martin & Co Inc | 16,290 | $2.71M | 0.67% | −608−3.6% | Reduced |
| Flavin Financial Services, Inc. | 16,321 | $2.72M | 2.59% | +16,321 | New |
| Aaron Wealth Advisors | 16,335 | $2.72M | 0.32% | −937−5.4% | Reduced |
| Avitas Wealth Management LLC | 16,401 | $2.73M | 0.38% | +87+0.5% | Added |
| Q3 Asset Management | 16,434 | $2.73M | 1.70% | +16,434 | New |
| Level Four Advisory Services, LLC | 16,462 | $2.74M | 0.11% | −1,865−10.2% | Reduced |
| Wealth Alliance | 16,483 | $2.75M | 0.33% | +2,309+16.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 16,485 | $2.75M | 1.04% | +241+1.5% | Added |
| Cornerstone Wealth Group, LLC | 16,487 | $2.75M | 0.22% | +105+0.6% | Added |
| Winton Group Ltd | 16,514 | $2.75M | 0.18% | +4,993+43.3% | Added |
| Y.D. More Investments Ltd | 16,595 | $2.76M | 0.25% | −45−0.3% | Reduced |
| Investment Partners, Ltd. | 16,626 | $2.77M | 1.14% | −735−4.2% | Reduced |
| Steel Peak Wealth Management LLC | 16,671 | $2.78M | 0.12% | +1,696+11.3% | Added |
| Enclave Advisors LLC | 16,674 | $2.78M | 0.46% | +6,802+68.9% | Added |
| Viewpoint Capital Management LLC | 16,715 | $2.79M | 1.46% | +50.0% | Added |
| Brooks, Moore & Associates, Inc. | 16,725 | $2.79M | 1.65% | −133−0.8% | Reduced |
| Convergence Investment Partners, LLC | 16,739 | $2.79M | 0.62% | −988−5.6% | Reduced |
| Three Bridge Wealth Advisors, LLC | 16,745 | $2.79M | 0.98% | −1,446−7.9% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 16,752 | $2.79M | 0.18% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 16,800 | $2.80M | 0.01% | −700−4.0% | Reduced |
| Nadler Financial Group, Inc. | 16,869 | $2.81M | 0.30% | +232+1.4% | Added |
| Point72 Europe (London) LLP | 16,900 | $2.82M | 0.16% | −56,003−76.8% | Reduced |
| Cable Hill Partners, LLC | 16,900 | $2.82M | 0.28% | +198+1.2% | Added |
| Atomi Financial Group, Inc. | 16,903 | $2.82M | 0.14% | +2,324+15.9% | Added |
| Proequities, Inc. | 15,293 | $2.82M | 0.16% | +4,525+42.0% | Added |
| Martin Capital Advisors, LLP | 16,933 | $2.82M | 1.82% | −55−0.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 17,000 | $2.83M | 0.83% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 17,066 | $2.84M | 0.01% | −2,619−13.3% | Reduced |
| Insight Inv LLC | 17,128 | $2.85M | 1.99% | −335−1.9% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 17,129 | $2.85M | 1.34% | +70.0% | Added |
| Verus Capital Partners, LLC | 17,267 | $2.88M | 0.27% | +996+6.1% | Added |
| LM Advisors LLC | 17,280 | $2.88M | 0.52% | +48+0.3% | Added |
| CoreCap Advisors, LLC | 17,290 | $2.88M | 0.13% | +5,046+41.2% | Added |
| Alta Capital Management LLC | 17,327 | $2.89M | 0.17% | +5,298+44.0% | Added |
| GeoWealth Management, LLC | 17,330 | $2.89M | 0.09% | +274+1.6% | Added |
| Personal Cfo Solutions, LLC | 17,350 | $2.89M | 0.57% | +3,670+26.8% | Added |
| Washington Trust Bank | 17,490 | $2.91M | 0.28% | −1,726−9.0% | Reduced |
| Arkadios Wealth Advisors | 17,568 | $2.93M | 0.16% | −3,248−15.6% | Reduced |
| PDS Planning, Inc | 17,580 | $2.93M | 0.26% | +1,493+9.3% | Added |
| Ameritas Investment Partners, Inc. | 17,586 | $2.93M | 0.10% | −1,182−6.3% | Reduced |
| GSB Wealth Management, LLC | 17,619 | $2.94M | 0.76% | −372−2.1% | Reduced |
| Centric Wealth Management | 17,676 | $2.95M | 0.80% | 00.0% | Unchanged |
| SWS Partners | 17,725 | $2.95M | 0.89% | +236+1.3% | Added |
| Pitcairn Co | 17,754 | $2.96M | 0.17% | +584+3.4% | Added |
| Eagle Rock Investment Company, LLC | 17,763 | $2.96M | 0.49% | +137+0.8% | Added |
| GLOBALT Investments LLC | 17,767 | $2.96M | 0.11% | +6,087+52.1% | Added |
| Semmax Financial Advisors Inc. | 17,039 | $2.96M | 0.79% | −826−4.6% | Reduced |
| Trust Asset Management LLC | 17,898 | $2.98M | 0.23% | 00.0% | Unchanged |
| Bollard Group LLC | 17,911 | $2.98M | 0.08% | −3,252−15.4% | Reduced |
| Fagan Associates, Inc. | 18,026 | $3.00M | 0.48% | −31−0.2% | Reduced |
| Washington Trust Co | 18,045 | $3.01M | 0.11% | +510+2.9% | Added |
| Buckingham Capital Management, Inc. | 18,053 | $3.01M | 0.35% | +2,880+19.0% | Added |
| Hudson Valley Investment Advisors Inc | 18,182 | $3.03M | 0.34% | −308−1.7% | Reduced |
| Pacific Sage Partners, LLC | 18,186 | $3.03M | 0.69% | −175−1.0% | Reduced |
| Lindbrook Capital, LLC | 18,237 | $3.04M | 0.27% | +55+0.3% | Added |
| Louisbourg Investments Inc. | 19,839 | $3.04M | 0.80% | −250−1.2% | Reduced |
| Journey Advisory Group, LLC | 21,555 | $3.04M | 0.36% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 18,303 | $3.05M | 0.29% | −625−3.3% | Reduced |
| Vista Investment Partners II, LLC | 18,348 | $3.06M | 1.81% | +18,348 | New |
| Mirova | 18,348 | $3.06M | 0.53% | −2,552−12.2% | Reduced |
| TCG Advisory Services, LLC | 18,456 | $3.08M | 0.13% | +8,294+81.6% | Added |
| TD Private Client Wealth LLC | 18,484 | $3.08M | 0.09% | −2,271−10.9% | Reduced |
| Joel Isaacson & Co., LLC | 18,491 | $3.08M | 0.14% | +4,752+34.6% | Added |
| Scott & Selber, Inc. | 18,499 | $3.08M | 0.93% | −333−1.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 18,540 | $3.09M | 0.41% | +966+5.5% | Added |
| Linden Thomas Advisory Services, LLC | 18,598 | $3.10M | 0.39% | −60.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 18,666 | $3.11M | 0.66% | +1,306+7.5% | Added |
| Clarius Group, LLC | 18,681 | $3.11M | 0.21% | −1,617−8.0% | Reduced |
| RDA Financial Network | 18,707 | $3.12M | 0.91% | +298+1.6% | Added |
| Bowen Hanes & Co Inc | 18,708 | $3.12M | 0.08% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 18,840 | $3.14M | 0.32% | +1,410+8.1% | Added |
| JGP Wealth Management, LLC | 18,882 | $3.15M | 0.41% | +20+0.1% | Added |
| Field & Main Bank | 18,895 | $3.15M | 1.11% | +65+0.3% | Added |
| Kingswood Wealth Advisors, LLC | 18,919 | $3.15M | 0.24% | −587−3.0% | Reduced |
| Cabot Wealth Management Inc | 18,941 | $3.16M | 0.40% | −323−1.7% | Reduced |
| Legacy Financial Advisors, Inc. | 18,961 | $3.16M | 0.52% | −495−2.5% | Reduced |
| L.M. Kohn & Company | 18,966 | $3.16M | 0.82% | +875+4.8% | Added |
| IHT Wealth Management, LLC | 18,979 | $3.16M | 0.10% | −2,631−12.2% | Reduced |
| Westmount Partners, LLC | 18,980 | $3.16M | 0.96% | −1,388−6.8% | Reduced |
| Davis R M Inc | 18,983 | $3.16M | 0.06% | +80+0.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19,034 | $3.17M | 0.47% | +308+1.6% | Added |
| Wynn Capital, LLC | 19,055 | $3.18M | 2.00% | +28+0.1% | Added |
| Capstone Investment Advisors, LLC | 19,086 | $3.18M | 0.03% | +19,086 | New |
| Catherine Avery Investment Management LLC | 19,095 | $3.18M | 2.81% | +19,095 | New |
| Mount Yale Investment Advisors, LLC | 19,112 | $3.18M | 0.26% | +3,479+22.3% | Added |
| Cercano Management LLC | 19,133 | $3.19M | 0.08% | +19,133 | New |
| Northstar Advisory Group, LLC | 19,153 | $3.19M | 1.63% | +406+2.2% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 19,200 | $3.20M | 0.08% | 00.0% | Unchanged |
| Spire Wealth Management | 19,215 | $3.20M | 0.10% | +181+1.0% | Added |
| Chicago Partners Investment Group LLC | 19,633 | $3.20M | 0.11% | +333+1.7% | Added |
| Venturi Wealth Management, LLC | 19,228 | $3.20M | 0.16% | +2,851+17.4% | Added |
| Compton Wealth Advisory Group, LLC | 19,382 | $3.23M | 0.83% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 19,395 | $3.23M | 0.10% | +540+2.9% | Added |
| Abacus Wealth Partners, LLC | 19,399 | $3.23M | 0.48% | −787−3.9% | Reduced |
| Truvestments Capital LLC | 19,438 | $3.24M | 0.83% | −895−4.4% | Reduced |