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 |
|---|---|---|---|---|---|
| Trustmark National Bank Trust Department | 27,531 | $4.59M | 0.34% | −115−0.4% | Reduced |
| Kerusso Capital Management LLC | 27,485 | $4.58M | 2.92% | +60+0.2% | Added |
| Ronald Blue Trust, Inc. | 27,413 | $4.57M | 0.06% | +224+0.8% | Added |
| Rockline Wealth Management, LLC | 27,401 | $4.57M | 1.22% | +1,560+6.0% | Added |
| Perigon Wealth Management, LLC | 28,583 | $4.56M | 0.11% | +549+2.0% | Added |
| Montag A & Associates Inc | 27,331 | $4.55M | 0.22% | −1,211−4.2% | Reduced |
| Fred Alger Management, LLC | 27,328 | $4.55M | 0.02% | −882−3.1% | Reduced |
| Beddow Capital Management Inc | 27,310 | $4.55M | 1.87% | −1,712−5.9% | Reduced |
| Brookstone Capital Management | 27,258 | $4.54M | 0.07% | −1,200−4.2% | Reduced |
| Bard Financial Services, Inc. | 27,250 | $4.54M | 0.54% | 00.0% | Unchanged |
| Beacon Financial Group | 27,239 | $4.54M | 0.49% | −1,123−4.0% | Reduced |
| Strategic Planning Group, LLC | 27,237 | $4.54M | 0.83% | +532+2.0% | Added |
| Thematics Asset Management | 27,169 | $4.53M | 0.20% | −1,522−5.3% | Reduced |
| West Oak Capital, LLC | 26,935 | $4.49M | 1.59% | −155−0.6% | Reduced |
| Spirit of America Management Corp | 26,875 | $4.48M | 0.91% | 00.0% | Unchanged |
| Intrust Bank NA | 26,874 | $4.48M | 0.45% | −109−0.4% | Reduced |
| Proficio Capital Partners LLC | 26,853 | $4.47M | 0.36% | +2,101+8.5% | Added |
| Impact Asset Management GmbH | 26,790 | $4.46M | 1.76% | +1,890+7.6% | Added |
| SOL Capital Management CO | 26,603 | $4.43M | 0.49% | −5,671−17.6% | Reduced |
| City Holding Co | 26,499 | $4.42M | 0.63% | +1,845+7.5% | Added |
| PGGM Investments | 26,452 | $4.41M | 0.06% | +26,452 | New |
| Financial Counselors Inc | 26,437 | $4.41M | 0.06% | −4,097−13.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 26,308 | $4.38M | 0.90% | −399−1.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 26,252 | $4.37M | 0.27% | +15,020+133.7% | Added |
| Inlet Private Wealth, LLC | 26,171 | $4.36M | 1.15% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 25,918 | $4.32M | 1.29% | +200+0.8% | Added |
| Hancock Whitney Corp | 25,814 | $4.30M | 0.14% | +201+0.8% | Added |
| Sowell Financial Services LLC | 25,778 | $4.30M | 0.23% | +224+0.9% | Added |
| Amarillo National Bank | 25,522 | $4.25M | 0.78% | 00.0% | Unchanged |
| Callan Family Office, LLC | 25,493 | $4.25M | 0.27% | +20,984+465.4% | Added |
| Hohimer Wealth Management, LLC | 25,470 | $4.24M | 0.80% | +163+0.6% | Added |
| Landscape Capital Management, L.L.C. | 25,401 | $4.23M | 0.45% | +11,971+89.1% | Added |
| Dorsey & Whitney Trust CO LLC | 25,352 | $4.22M | 0.23% | −685−2.6% | Reduced |
| Syon Capital LLC | 25,177 | $4.20M | 0.38% | −2,121−7.8% | Reduced |
| Summit Trail Advisors, LLC | 25,172 | $4.19M | 0.15% | +4,831+23.8% | Added |
| Trust Co of Virginia | 25,111 | $4.18M | 0.39% | −675−2.6% | Reduced |
| HCR Wealth Advisors | 25,080 | $4.18M | 0.52% | +330+1.3% | Added |
| Vectors Research Management, LLC | 25,001 | $4.17M | 1.42% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 24,968 | $4.16M | 0.58% | −326−1.3% | Reduced |
| Mather Group, LLC. | 24,925 | $4.15M | 0.05% | +137+0.6% | Added |
| Intact Investment Management Inc. | 24,900 | $4.15M | 0.14% | +24,900 | New |
| GKV Capital Management Co., Inc. | 24,855 | $4.14M | 1.69% | +24,855 | New |
| Keene & Associates, Inc. | 24,801 | $4.13M | 3.32% | −2,009−7.5% | Reduced |
| QV Investors Inc. | 24,765 | $4.13M | 0.43% | −9,320−27.3% | Reduced |
| Te Ahumairangi Investment Management Ltd | 24,718 | $4.12M | 0.86% | −7,640−23.6% | Reduced |
| Boston Common Asset Management, LLC | 24,716 | $4.12M | 0.12% | +386+1.6% | Added |
| Arlington Partners LLC | 24,665 | $4.11M | 1.60% | −2,772−10.1% | Reduced |
| Private Wealth Partners, LLC | 24,605 | $4.10M | 0.31% | −469−1.9% | Reduced |
| Equitable Holdings, Inc. | 24,558 | $4.09M | 0.04% | +3,826+18.5% | Added |
| Farmers Trust Co | 24,456 | $4.08M | 0.76% | +4,992+25.6% | Added |
| Impact Capital Partners LLC | 24,379 | $4.06M | 1.45% | +24,379 | New |
| Physicians Financial Services, Inc. | 24,167 | $4.03M | 1.22% | +499+2.1% | Added |
| Chase Investment Counsel Corp | 24,092 | $4.01M | 1.29% | −326−1.3% | Reduced |
| Independent Financial Group, LLC | 24,036 | $4.01M | 0.13% | +3,118+14.9% | Added |
| Liberty Wealth Management LLC | 24,008 | $4.00M | 0.67% | −170−0.7% | Reduced |
| KKM Financial LLC | 24,000 | $4.00M | 1.67% | +1,076+4.7% | Added |
| J. Safra Sarasin Holding AG | 23,956 | $3.99M | 0.07% | +15,381+179.4% | Added |
| Berkshire Asset Management LLC | 21,704 | $3.98M | 0.19% | −1,424−6.2% | Reduced |
| Tobam | 23,890 | $3.98M | 1.21% | −18,036−43.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 23,832 | $3.97M | 1.55% | −1,211−4.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 23,776 | $3.96M | 0.26% | +23,776 | New |
| Capital Advisors Inc | 23,736 | $3.96M | 0.08% | +1,006+4.4% | Added |
| MUFG Securities Americas Inc. | 23,725 | $3.95M | 0.50% | +23,725 | New |
| Criterion Capital Advisors, LLC | 27,858 | $3.93M | 2.48% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 23,527 | $3.92M | 1.27% | −1,548−6.2% | Reduced |
| Lummis Asset Management, LP | 23,482 | $3.91M | 4.96% | −1,307−5.3% | Reduced |
| Security National Bank of Sioux City Iowa | 23,456 | $3.91M | 2.74% | −155−0.7% | Reduced |
| JPB Foundation | 23,444 | $3.91M | 0.43% | −91,000−79.5% | Reduced |
| Argyle Capital Management Inc. | 23,440 | $3.91M | 1.54% | +69+0.3% | Added |
| AIA Group Ltd | 23,156 | $3.86M | 0.09% | +12,709+121.7% | Added |
| Generali Investments, Management Co LLC | 23,152 | $3.86M | 1.00% | +23,152 | New |
| Churchill Management Corp | 23,142 | $3.86M | 0.04% | +368+1.6% | Added |
| Silvant Capital Management LLC | 23,089 | $3.85M | 0.16% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 23,019 | $3.84M | 0.28% | −2,149−8.5% | Reduced |
| Fort Sheridan Advisors LLC | 23,017 | $3.84M | 0.56% | +150+0.7% | Added |
| Central Pacific Bank - Trust Division | 22,996 | $3.83M | 0.50% | +3,284+16.7% | Added |
| Caldwell Trust Co | 22,840 | $3.81M | 0.40% | −25−0.1% | Reduced |
| Citadel Investment Advisory, Inc. | 22,831 | $3.81M | 1.97% | +264+1.2% | Added |
| Leonteq Securities AG | 22,737 | $3.79M | 0.37% | +8,996+65.5% | Added |
| Sound View Wealth Advisors Group, LLC | 22,690 | $3.78M | 0.30% | −88−0.4% | Reduced |
| Alerus Financial NA | 22,689 | $3.78M | 0.29% | −1,393−5.8% | Reduced |
| Bridges Investment Management Inc | 22,661 | $3.78M | 0.05% | +39+0.2% | Added |
| Maven Securities LTD | 22,632 | $3.77M | 0.61% | −570−2.5% | Reduced |
| Rathbone Brothers plc | 22,587 | $3.76M | 0.02% | −10,090−30.9% | Reduced |
| Essex Financial Services, Inc. | 22,564 | $3.76M | 0.27% | +136+0.6% | Added |
| St Germain D J Co Inc | 22,468 | $3.74M | 0.17% | −1,741−7.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 22,411 | $3.73M | 0.15% | +2,791+14.2% | Added |
| Midwest Professional Planners, LTD. | 22,351 | $3.72M | 1.11% | +1,492+7.2% | Added |
| Monetary Management Group Inc | 22,285 | $3.71M | 0.96% | +150+0.7% | Added |
| Shell Asset Management Co | 22,259 | $3.71M | 0.16% | +14,968+205.3% | Added |
| Venture Visionary Partners LLC | 22,247 | $3.71M | 0.16% | −943−4.1% | Reduced |
| Banque Transatlantique SA | 22,085 | $3.70M | 0.09% | +22,085 | New |
| AlphaCore Capital LLC | 22,130 | $3.69M | 0.80% | +6,705+43.5% | Added |
| Capital Planning Advisors, LLC | 22,047 | $3.67M | 0.57% | −2,028−8.4% | Reduced |
| Change Path, LLC | 22,040 | $3.67M | 0.11% | +5,836+36.0% | Added |
| Texas Bank & Trust Co | 22,026 | $3.67M | 1.51% | +22,026 | New |
| Agate Pass Investment Management, LLC | 21,997 | $3.67M | 1.66% | +481+2.2% | Added |
| Callan Capital, LLC | 21,935 | $3.66M | 0.27% | +19+0.1% | Added |
| Gilliland Jeter Wealth Management LLC | 21,878 | $3.65M | 1.23% | −70.0% | Reduced |
| Saranac Partners Ltd | 21,860 | $3.64M | 2.01% | +21,860 | New |