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 |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 21,781 | $3.63M | 0.04% | +835+4.0% | Added |
| Great Diamond Partners, LLC | 21,760 | $3.63M | 0.94% | +276+1.3% | Added |
| Paradigm Financial Partners, LLC | 21,759 | $3.63M | 0.46% | −442−2.0% | Reduced |
| Thoroughbred Financial Services, LLC | 21,698 | $3.62M | 0.22% | +9,293+74.9% | Added |
| Taylor Financial Group, Inc. | 21,616 | $3.60M | 2.50% | −100−0.5% | Reduced |
| Harmony Asset Management LLC | 21,583 | $3.60M | 1.43% | +1,155+5.7% | Added |
| Jacobi Capital Management LLC | 21,556 | $3.59M | 0.27% | −483−2.2% | Reduced |
| Bank of New Hampshire | 21,461 | $3.58M | 0.92% | −374−1.7% | Reduced |
| GFG Capital, LLC | 21,388 | $3.56M | 0.98% | +330+1.6% | Added |
| Stoneridge Investment Partners LLC | 21,386 | $3.56M | 1.27% | +5,015+30.6% | Added |
| Geneos Wealth Management Inc. | 21,352 | $3.56M | 0.12% | +765+3.7% | Added |
| Nations Financial Group Inc, | 21,270 | $3.54M | 0.26% | +448+2.2% | Added |
| Reynders McVeigh Capital Management, LLC | 21,031 | $3.50M | 0.18% | −1,421−6.3% | Reduced |
| Leeward Financial Partners, LLC | 21,008 | $3.50M | 1.25% | +21,008 | New |
| Autumn Glory Partners, LLC | 20,993 | $3.50M | 1.72% | −3,302−13.6% | Reduced |
| Great Valley Advisor Group, Inc. | 20,914 | $3.49M | 0.08% | +888+4.4% | Added |
| Arcadia Investment Management Corp | 20,910 | $3.48M | 0.56% | −6,410−23.5% | Reduced |
| John G Ullman & Associates Inc | 20,755 | $3.46M | 0.51% | −100−0.5% | Reduced |
| UBS Oconnor LLC | 20,729 | $3.45M | 0.09% | +20,729 | New |
| Katamaran Capital LLP | 20,689 | $3.45M | 4.61% | +20,689 | New |
| Moody National Bank Trust Division | 20,628 | $3.44M | 0.36% | −1,089−5.0% | Reduced |
| Qtron Investments LLC | 20,568 | $3.43M | 0.48% | −1,621−7.3% | Reduced |
| Skopos Labs, Inc. | 20,567 | $3.43M | 1.02% | +6,974+51.3% | Added |
| Chickasaw Capital Management LLC | 20,545 | $3.42M | 0.14% | −72−0.3% | Reduced |
| Avantax Planning Partners, Inc. | 20,519 | $3.42M | 0.12% | +429+2.1% | Added |
| Continuum Advisory, LLC | 20,491 | $3.41M | 0.44% | −153−0.7% | Reduced |
| North Star Asset Management Inc | 20,462 | $3.41M | 0.15% | +1,166+6.0% | Added |
| Signet Investment Advisory Group, Inc. | 20,458 | $3.41M | 1.74% | −302−1.5% | Reduced |
| FORA Capital, LLC | 20,365 | $3.39M | 0.39% | +20,365 | New |
| Nemes Rush Group LLC | 20,357 | $3.39M | 0.42% | +2,140+11.7% | Added |
| KCM Investment Advisors LLC | 20,338 | $3.39M | 0.12% | −367−1.8% | Reduced |
| Concentric Capital Strategies, LP | 20,319 | $3.39M | 0.21% | −26,126−56.3% | Reduced |
| Quantitative Investment Management, LLC | 20,277 | $3.38M | 0.25% | +9,168+82.5% | Added |
| Kestra Investment Management, LLC | 20,224 | $3.37M | 0.13% | −2,462−10.9% | Reduced |
| King Wealth | 20,195 | $3.37M | 0.49% | −1,414−6.5% | Reduced |
| Tectonic Advisors LLC | 20,106 | $3.35M | 0.22% | +1,620+8.8% | Added |
| Eads & Heald Wealth Management | 20,071 | $3.35M | 1.65% | −1,460−6.8% | Reduced |
| Institute for Wealth Management, LLC. | 20,051 | $3.34M | 0.42% | +1,555+8.4% | Added |
| FSB Premier Wealth Management, Inc. | 20,003 | $3.33M | 1.34% | +2,118+11.8% | Added |
| RFG Advisory, LLC | 19,982 | $3.33M | 0.09% | +1,411+7.6% | Added |
| Game Plan Financial Advisors, LLC | 19,968 | $3.33M | 1.58% | −604−2.9% | Reduced |
| Atala Financial Inc | 19,940 | $3.32M | 2.33% | +19,940 | New |
| Meiji Yasuda Life Insurance Co | 19,844 | $3.31M | 0.06% | +557+2.9% | Added |
| Aspiriant, LLC | 19,761 | $3.29M | 0.12% | −228−1.1% | Reduced |
| Midland Wealth Advisors LLC | 19,759 | $3.29M | 0.20% | −1,819−8.4% | Reduced |
| United Asset Strategies, Inc. | 19,749 | $3.29M | 0.30% | +248+1.3% | Added |
| Legal Advantage Investments, Inc. | 19,746 | $3.29M | 1.74% | −300−1.5% | Reduced |
| Legacy Trust | 19,721 | $3.29M | 0.76% | −215−1.1% | Reduced |
| Harbour Capital Advisors, LLC | 19,701 | $3.28M | 0.73% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 19,584 | $3.26M | 1.28% | +1,340+7.3% | Added |
| Harbour Investments, Inc. | 19,561 | $3.26M | 0.09% | +624+3.3% | Added |
| XTX Topco Ltd | 19,558 | $3.26M | 0.27% | +18,295+1,448.5% | Added |
| Sanders Morris Harris LLC | 19,485 | $3.25M | 0.49% | +25+0.1% | Added |
| Parkside Financial Bank & Trust | 19,496 | $3.25M | 0.43% | +332+1.7% | Added |
| Roberts Wealth Advisors, LLC | 20,518 | $3.25M | 0.99% | −116−0.6% | Reduced |
| Citizens National Bank Trust Department | 19,487 | $3.25M | 0.69% | −155−0.8% | Reduced |
| Truvestments Capital LLC | 19,438 | $3.24M | 0.83% | −895−4.4% | Reduced |
| Abacus Wealth Partners, LLC | 19,399 | $3.23M | 0.48% | −787−3.9% | Reduced |
| HBK Sorce Advisory LLC | 19,395 | $3.23M | 0.10% | +540+2.9% | Added |
| Compton Wealth Advisory Group, LLC | 19,382 | $3.23M | 0.83% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 19,228 | $3.20M | 0.16% | +2,851+17.4% | Added |
| Chicago Partners Investment Group LLC | 19,633 | $3.20M | 0.11% | +333+1.7% | Added |
| Spire Wealth Management | 19,215 | $3.20M | 0.10% | +181+1.0% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 19,200 | $3.20M | 0.08% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 19,153 | $3.19M | 1.63% | +406+2.2% | Added |
| Cercano Management LLC | 19,133 | $3.19M | 0.08% | +19,133 | New |
| Mount Yale Investment Advisors, LLC | 19,112 | $3.18M | 0.26% | +3,479+22.3% | Added |
| Catherine Avery Investment Management LLC | 19,095 | $3.18M | 2.81% | +19,095 | New |
| Capstone Investment Advisors, LLC | 19,086 | $3.18M | 0.03% | +19,086 | New |
| Wynn Capital, LLC | 19,055 | $3.18M | 2.00% | +28+0.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19,034 | $3.17M | 0.47% | +308+1.6% | Added |
| Davis R M Inc | 18,983 | $3.16M | 0.06% | +80+0.4% | Added |
| Westmount Partners, LLC | 18,980 | $3.16M | 0.96% | −1,388−6.8% | Reduced |
| IHT Wealth Management, LLC | 18,979 | $3.16M | 0.10% | −2,631−12.2% | Reduced |
| L.M. Kohn & Company | 18,966 | $3.16M | 0.82% | +875+4.8% | Added |
| Legacy Financial Advisors, Inc. | 18,961 | $3.16M | 0.52% | −495−2.5% | Reduced |
| Cabot Wealth Management Inc | 18,941 | $3.16M | 0.40% | −323−1.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 18,919 | $3.15M | 0.24% | −587−3.0% | Reduced |
| Field & Main Bank | 18,895 | $3.15M | 1.11% | +65+0.3% | Added |
| JGP Wealth Management, LLC | 18,882 | $3.15M | 0.41% | +20+0.1% | Added |
| Smartleaf Asset Management LLC | 18,840 | $3.14M | 0.32% | +1,410+8.1% | Added |
| Bowen Hanes & Co Inc | 18,708 | $3.12M | 0.08% | 00.0% | Unchanged |
| RDA Financial Network | 18,707 | $3.12M | 0.91% | +298+1.6% | Added |
| Clarius Group, LLC | 18,681 | $3.11M | 0.21% | −1,617−8.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 18,666 | $3.11M | 0.66% | +1,306+7.5% | Added |
| Linden Thomas Advisory Services, LLC | 18,598 | $3.10M | 0.39% | −60.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 18,540 | $3.09M | 0.41% | +966+5.5% | Added |
| Scott & Selber, Inc. | 18,499 | $3.08M | 0.93% | −333−1.8% | Reduced |
| Joel Isaacson & Co., LLC | 18,491 | $3.08M | 0.14% | +4,752+34.6% | Added |
| TD Private Client Wealth LLC | 18,484 | $3.08M | 0.09% | −2,271−10.9% | Reduced |
| TCG Advisory Services, LLC | 18,456 | $3.08M | 0.13% | +8,294+81.6% | Added |
| Mirova | 18,348 | $3.06M | 0.53% | −2,552−12.2% | Reduced |
| Vista Investment Partners II, LLC | 18,348 | $3.06M | 1.81% | +18,348 | New |
| Harbor Investment Advisory, LLC | 18,303 | $3.05M | 0.29% | −625−3.3% | Reduced |
| Journey Advisory Group, LLC | 21,555 | $3.04M | 0.36% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 19,839 | $3.04M | 0.80% | −250−1.2% | Reduced |
| Lindbrook Capital, LLC | 18,237 | $3.04M | 0.27% | +55+0.3% | Added |
| Pacific Sage Partners, LLC | 18,186 | $3.03M | 0.69% | −175−1.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 18,182 | $3.03M | 0.34% | −308−1.7% | Reduced |
| Buckingham Capital Management, Inc. | 18,053 | $3.01M | 0.35% | +2,880+19.0% | Added |