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
- 3,356
- +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 | 3,537 | $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 |
|---|---|---|---|---|---|
| Westside Investment Management, Inc. | 14,961 | $2.49M | 0.53% | 00.0% | Unchanged |
| Claro Advisors LLC | 14,937 | $2.49M | 0.34% | −6,542−30.5% | Reduced |
| Fox Hill Wealth Management | 14,880 | $2.48M | 1.40% | +167+1.1% | Added |
| Corundum Group, Inc. | 14,868 | $2.48M | 0.93% | +6,167+70.9% | Added |
| Walter & Keenan Financial Consulting Co | 14,849 | $2.47M | 0.75% | −291−1.9% | Reduced |
| Sapient Capital LLC | 14,784 | $2.46M | 0.05% | −3,610−19.6% | Reduced |
| Sagespring Wealth Partners, LLC | 14,740 | $2.46M | 0.06% | +14,740 | New |
| Lighthouse Investment Partners, LLC | 14,740 | $2.46M | 0.10% | +2,740+22.8% | Added |
| EverSource Wealth Advisors, LLC | 14,727 | $2.45M | 0.14% | +426+3.0% | Added |
| SageView Advisory Group, LLC | 14,698 | $2.45M | 0.11% | +4,365+42.2% | Added |
| Optimum Investment Advisors | 14,695 | $2.45M | 1.08% | −1,050−6.7% | Reduced |
| Argus Investors' Counsel, Inc. | 14,633 | $2.44M | 1.63% | −253−1.7% | Reduced |
| Western Financial Corp | 14,582 | $2.43M | 1.34% | +14,582 | New |
| Covenant Asset Management, LLC | 14,535 | $2.42M | 0.54% | −3,975−21.5% | Reduced |
| Point72 Italy, S.r.l. | 14,500 | $2.42M | 1.33% | −8,179−36.1% | Reduced |
| Modern Wealth Management, LLC | 14,469 | $2.41M | 0.09% | +8,987+163.9% | Added |
| Heritage Wealth Management, Inc. | 14,411 | $2.40M | 0.80% | −254−1.7% | Reduced |
| Lantz Financial LLC | 14,379 | $2.40M | 0.64% | +359+2.6% | Added |
| Sciencast Management LP | 14,320 | $2.39M | 0.65% | +14,320 | New |
| D L Carlson Investment Group Inc | 14,312 | $2.38M | 0.43% | +14,312 | New |
| SeaCrest Wealth Management, LLC | 14,263 | $2.38M | 0.25% | −855−5.7% | Reduced |
| Castellan Group, LLC | 14,234 | $2.37M | 1.03% | −5,839−29.1% | Reduced |
| AIMZ Investment Advisors, LLC | 14,203 | $2.37M | 0.82% | −200−1.4% | Reduced |
| Roman Butler Fullerton & Co | 14,932 | $2.36M | 0.75% | +292+2.0% | Added |
| RMB Capital Management, LLC | 14,182 | $2.36M | 0.05% | −11,679−45.2% | Reduced |
| Voya Financial Advisors, Inc. | 14,119 | $2.36M | 0.26% | −2,493−15.0% | Reduced |
| Forum Financial Management, LP | 14,069 | $2.34M | 0.04% | +846+6.4% | Added |
| Worth Asset Management, LLC | 14,043 | $2.34M | 1.25% | +14,043 | New |
| Unique Wealth Strategies, LLC | 14,020 | $2.34M | 1.03% | −582−4.0% | Reduced |
| Interval Partners, LP | 14,016 | $2.34M | 0.06% | +14,016 | New |
| Boston Family Office LLC | 14,007 | $2.33M | 0.16% | −502−3.5% | Reduced |
| GTS Securities LLC | 13,934 | $2.32M | 0.11% | +1,568+12.7% | Added |
| Allred Capital Management, LLC | 13,932 | $2.32M | 0.90% | +30.0% | Added |
| Vivid Wealth Management, LLC | 13,916 | $2.32M | 1.17% | −3,239−18.9% | Reduced |
| Bank of Nova Scotia Trust Co | 13,903 | $2.32M | 0.24% | −69−0.5% | Reduced |
| Nwam LLC | 13,863 | $2.31M | 0.14% | −681−4.7% | Reduced |
| Entropy Technologies, LP | 13,824 | $2.30M | 0.24% | +13,824 | New |
| Congress Park Capital LLC | 13,814 | $2.30M | 0.84% | −1,435−9.4% | Reduced |
| Missouri Trust & Investment Co | 13,745 | $2.29M | 0.80% | −110−0.8% | Reduced |
| Pacific Global Investment Management CO | 13,726 | $2.29M | 2.94% | −46,911−77.4% | Reduced |
| Sage Mountain Advisors LLC | 13,713 | $2.29M | 0.17% | −176−1.3% | Reduced |
| Carmel Capital Partners, LLC | 13,661 | $2.28M | 0.92% | −3,294−19.4% | Reduced |
| Great Lakes Retirement, Inc. | 13,651 | $2.27M | 0.29% | −177−1.3% | Reduced |
| Marion Wealth Management | 13,632 | $2.27M | 0.60% | +35+0.3% | Added |
| Columbia Asset Management | 13,606 | $2.27M | 0.43% | +5,800+74.3% | Added |
| Drucker Wealth 3.0, LLC | 13,601 | $2.27M | 0.52% | −2,047−13.1% | Reduced |
| Quent Capital, LLC | 13,589 | $2.26M | 0.23% | +158+1.2% | Added |
| Black Swift Group, LLC | 13,562 | $2.26M | 0.48% | +13,562 | New |
| Cornerstone Advisory, LLC | 12,968 | $2.26M | 0.26% | +3,299+34.1% | Added |
| Mairs & Power Inc | 13,530 | $2.25M | 0.02% | +795+6.2% | Added |
| 1 North Wealth Services LLC | 13,522 | $2.25M | 0.95% | +13,522 | New |
| Trust Point Inc. | 13,428 | $2.24M | 0.16% | −178−1.3% | Reduced |
| Journey Strategic Wealth LLC | 13,337 | $2.22M | 0.08% | −129−1.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 13,317 | $2.22M | 0.08% | +6,064+83.6% | Added |
| Two Sigma Investments, LP | 13,300 | $2.22M | 0.01% | 00.0% | Unchanged |
| Hixon Zuercher, LLC | 13,281 | $2.21M | 0.85% | −1,102−7.7% | Reduced |
| Stablepoint Partners, LLC | 13,272 | $2.21M | 0.41% | −155−1.2% | Reduced |
| Fullcircle Wealth LLC | 12,708 | $2.21M | 0.90% | −300−2.3% | Reduced |
| Heritage Wealth Advisors | 13,257 | $2.21M | 0.11% | −975−6.9% | Reduced |
| United Bank | 13,235 | $2.21M | 0.93% | +1,805+15.8% | Added |
| Catalyst Funds Management Pty Ltd | 13,200 | $2.20M | 0.54% | +13,200 | New |
| Verity & Verity, LLC | 13,200 | $2.20M | 0.20% | +9,537+260.4% | Added |
| Formidable Asset Management, LLC | 13,183 | $2.20M | 0.36% | −303−2.2% | Reduced |
| Marks Group Wealth Management, Inc | 13,180 | $2.20M | 0.22% | −202−1.5% | Reduced |
| ERn Financial, LLC | 13,168 | $2.19M | 0.33% | +303+2.4% | Added |
| Tempus Wealth Planning, LLC | 13,165 | $2.19M | 0.67% | +234+1.8% | Added |
| Cove Private Wealth, LLC | 13,150 | $2.19M | 1.32% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 13,147 | $2.19M | 0.56% | +8,207+166.1% | Added |
| Kovack Advisors, Inc. | 13,063 | $2.18M | 0.21% | +1,123+9.4% | Added |
| Catalina Capital Group, LLC | 13,032 | $2.17M | 0.71% | +328+2.6% | Added |
| Peoples Financial Services Corp. | 12,995 | $2.17M | 1.00% | +283+2.2% | Added |
| International Assets Investment Management, LLC | 13,020 | $2.16M | 0.18% | −2,052,063−99.4% | Reduced |
| GM Advisory Group, Inc. | 12,964 | $2.16M | 0.12% | +20.0% | Added |
| Advance Capital Management, Inc. | 12,938 | $2.16M | 0.10% | −1,172−8.3% | Reduced |
| Auxano Advisors, LLC | 12,929 | $2.15M | 0.54% | +835+6.9% | Added |
| Cornerstone Planning, LLC | 12,925 | $2.15M | 0.82% | +12,925 | New |
| BCJ Capital Management, LLC | 12,861 | $2.14M | 0.16% | +450+3.6% | Added |
| Hazlett, Burt & Watson, Inc. | 12,835 | $2.14M | 0.95% | 00.0% | Unchanged |
| Oddo BHF Asset Management SAS | 12,830 | $2.14M | 0.11% | +5,539+76.0% | Added |
| First National Bank Sioux Falls | 12,808 | $2.13M | 0.91% | 00.0% | Unchanged |
| Caption Management, LLC | 12,800 | $2.13M | 0.09% | +12,800 | New |
| Everhart Financial Group, Inc. | 12,793 | $2.13M | 0.44% | +605+5.0% | Added |
| WMS Partners, LLC | 12,779 | $2.13M | 0.12% | +1,032+8.8% | Added |
| Burling Wealth Partners, LLC | 12,759 | $2.13M | 0.43% | +12,759 | New |
| Gsa Capital Partners LLP | 12,746 | $2.12M | 0.16% | +5,134+67.4% | Added |
| Intellectus Partners, LLC | 12,743 | $2.12M | 0.47% | +2,111+19.9% | Added |
| Cooper Financial Group | 12,736 | $2.12M | 0.26% | +1,888+17.4% | Added |
| Confluence Wealth Services, Inc. | 11,380 | $2.12M | 0.14% | 00.0% | Unchanged |
| Stillwater Wealth Management Group | 12,720 | $2.12M | 1.90% | +12,720 | New |
| Trueblood Wealth Management, LLC | 12,696 | $2.12M | 1.04% | +20.0% | Added |
| Passumpsic Savings Bank | 12,684 | $2.11M | 1.32% | +12,684 | New |
| Marcum Wealth, LLC | 12,674 | $2.11M | 0.18% | −408−3.1% | Reduced |
| Timber Creek Capital Management LLC | 12,663 | $2.11M | 0.61% | 00.0% | Unchanged |
| Spinnaker Trust | 12,662 | $2.11M | 0.13% | −248−1.9% | Reduced |
| Gold Investment Management Ltd. | 12,625 | $2.10M | 0.89% | 00.0% | Unchanged |
| Forge First Asset Management Inc. | 12,600 | $2.10M | 0.75% | +6,100+93.8% | Added |
| Auxier Asset Management | 12,583 | $2.10M | 0.33% | 00.0% | Unchanged |
| Terry L. Blaker | 12,549 | $2.09M | 0.08% | −2,115−14.4% | Reduced |
| Global X Japan Co., Ltd. | 12,541 | $2.09M | 0.26% | −3,682−22.7% | Reduced |
| Key Client Fiduciary Advisors, LLC | 12,531 | $2.09M | 0.93% | −2,500−16.6% | Reduced |