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 |
|---|---|---|---|---|---|
| Edgestream Partners, L.P. | 9,003 | $1.50M | 0.06% | +9,003 | New |
| Absoluto Partners Gestao de Recursos Ltda | 8,998 | $1.50M | 1.72% | +8,998 | New |
| Mitchell McLeod Pugh & Williams Inc | 8,966 | $1.49M | 0.31% | −1,189−11.7% | Reduced |
| Patten Group, Inc. | 8,927 | $1.49M | 0.33% | +1,947+27.9% | Added |
| Arthur M. Cohen & Associates, LLC | 8,915 | $1.49M | 0.26% | +1,470+19.7% | Added |
| Greenfield Savings Bank | 8,893 | $1.48M | 0.71% | +31+0.3% | Added |
| Edgemoor Investment Advisors, Inc. | 8,885 | $1.48M | 0.13% | 00.0% | Unchanged |
| Secured Retirement Advisors, LLC | 8,877 | $1.48M | 0.85% | +8,877 | New |
| Plancorp, LLC | 8,861 | $1.48M | 0.06% | +987+12.5% | Added |
| Excalibur Management Corp | 8,859 | $1.48M | 0.59% | −213−2.3% | Reduced |
| CVA Family Office, LLC | 8,836 | $1.47M | 0.23% | +1,257+16.6% | Added |
| Peterson Wealth Services | 8,828 | $1.47M | 0.44% | +8,828 | New |
| LCM Capital Management Inc | 8,812 | $1.47M | 0.83% | +6+0.1% | Added |
| Catalytic Wealth RIA, LLC | 8,804 | $1.47M | 0.26% | +56+0.6% | Added |
| Waddell & Associates, LLC | 8,797 | $1.47M | 0.15% | +1,060+13.7% | Added |
| Fortis Capital Advisors, LLC | 10,368 | $1.46M | 0.50% | +2,885+38.6% | Added |
| Global Trust Asset Management, LLC | 8,780 | $1.46M | 0.55% | −204−2.3% | Reduced |
| SMART Wealth LLC | 8,774 | $1.46M | 0.52% | +4,163+90.3% | Added |
| David R. Rahn & Associates Inc. | 8,771 | $1.46M | 0.47% | −738−7.8% | Reduced |
| FOCUS Wealth Advisors, LLC | 8,741 | $1.46M | 0.77% | +8,741 | New |
| Everett Harris & Co | 8,732 | $1.46M | 0.02% | +3,063+54.0% | Added |
| Golden State Equity Partners | 8,725 | $1.45M | 0.28% | −6,971−44.4% | Reduced |
| Smart Portfolios, LLC | 8,705 | $1.45M | 1.52% | −270−3.0% | Reduced |
| Copperwynd Financial, LLC | 8,701 | $1.45M | 0.40% | +8,701 | New |
| Investment Partners Asset Management, Inc. | 8,698 | $1.45M | 1.14% | +1,143+15.1% | Added |
| Jackson Wealth Management, LLC | 8,678 | $1.45M | 0.16% | +8,678 | New |
| Adirondack Trust Co | 8,662 | $1.44M | 0.55% | +26+0.3% | Added |
| FRG Family Wealth Advisors LLC | 8,661 | $1.44M | 0.26% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 8,635 | $1.44M | 0.85% | +162+1.9% | Added |
| Titan Global Capital Management USA LLC | 8,635 | $1.44M | 0.22% | −4,199−32.7% | Reduced |
| Guild Investment Management, Inc. | 8,606 | $1.43M | 1.56% | 00.0% | Unchanged |
| Guerra Advisors Inc | 8,575 | $1.43M | 0.79% | +8,575 | New |
| Sargent Investment Group, LLC | 9,274 | $1.43M | 0.23% | −2,411−20.6% | Reduced |
| Castle Wealth Management LLC | 8,551 | $1.42M | 0.56% | −673−7.3% | Reduced |
| Moloney Securities Asset Management, LLC | 8,512 | $1.42M | 0.19% | −274−3.1% | Reduced |
| Sender Co & Partners, Inc. | 8,501 | $1.42M | 1.76% | +8,501 | New |
| Notis-McConarty Edward | 8,500 | $1.42M | 0.69% | −350−4.0% | Reduced |
| Transatlantique Private Wealth LLC | 8,487 | $1.41M | 0.54% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 8,485 | $1.41M | 0.10% | +998+13.3% | Added |
| Dimension Capital Management LLC | 8,483 | $1.41M | 0.23% | +116+1.4% | Added |
| Davis Capital Management | 8,431 | $1.41M | 1.14% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 8,432 | $1.41M | 0.13% | −65−0.8% | Reduced |
| Alpha Omega Wealth Management LLC | 8,426 | $1.40M | 0.27% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8,414 | $1.40M | 0.12% | −41,169−83.0% | Reduced |
| Capital Advantage, Inc. | 8,351 | $1.39M | 0.25% | +8,351 | New |
| Gryphon Financial Partners LLC | 8,350 | $1.39M | 0.20% | −1,808−17.8% | Reduced |
| Aviso Financial Inc. | 8,331 | $1.39M | 0.07% | −898−9.7% | Reduced |
| Atlas Capital Advisors LLC | 8,326 | $1.39M | 0.18% | −87−1.0% | Reduced |
| 180 Wealth Advisors, LLC | 8,322 | $1.39M | 0.22% | −29−0.3% | Reduced |
| Callahan Advisors, LLC | 8,306 | $1.38M | 0.13% | +8,306 | New |
| World Equity Group, Inc. | 8,304 | $1.38M | 0.30% | +4,329+108.9% | Added |
| Astoria Portfolio Advisors LLC. | 8,828 | $1.38M | 0.49% | −28−0.3% | Reduced |
| Knuff & Co LLC | 8,252 | $1.38M | 0.42% | 00.0% | Unchanged |
| Palacios Wealth Management, LLC | 8,665 | $1.37M | 1.48% | +8,665 | New |
| Enterprise Financial Services Corp | 8,240 | $1.37M | 0.76% | −5−0.1% | Reduced |
| Green Harvest Asset Management LLC | 8,202 | $1.37M | 0.03% | +2,543+44.9% | Added |
| Dover Advisors, LLC | 8,196 | $1.37M | 0.78% | +172+2.1% | Added |
| Montecito Bank & Trust | 8,195 | $1.37M | 0.24% | −125−1.5% | Reduced |
| Howland Capital Management LLC | 8,180 | $1.36M | 0.06% | +57+0.7% | Added |
| RW Investment Management LLC | 8,167 | $1.36M | 0.17% | −88−1.1% | Reduced |
| Strategic Investment Advisors | 8,160 | $1.36M | 0.14% | −179−2.1% | Reduced |
| Delphi Management Inc | 8,141 | $1.36M | 1.31% | −1,590−16.3% | Reduced |
| Arete Wealth Advisors, LLC | 8,135 | $1.36M | 0.10% | +2,232+37.8% | Added |
| Ibex Wealth Advisors | 8,121 | $1.35M | 0.16% | −10,449−56.3% | Reduced |
| Cim Investment Mangement Inc | 8,120 | $1.35M | 0.40% | −40.0% | Reduced |
| Trillium Asset Management, LLC | 8,112 | $1.35M | 0.04% | +82+1.0% | Added |
| Banque Pictet & Cie SA | 8,102 | $1.35M | 0.01% | +8,102 | New |
| Laurel Wealth Advisors LLC | 8,099 | $1.35M | 0.21% | −564−6.5% | Reduced |
| TBH Global Asset Management, LLC | 8,093 | $1.35M | 0.32% | +16+0.2% | Added |
| Duncker Streett & Co Inc | 8,093 | $1.35M | 0.25% | −500−5.8% | Reduced |
| Richard W. Paul & Associates, LLC | 8,090 | $1.35M | 0.49% | −60−0.7% | Reduced |
| Essex Savings Bank | 8,060 | $1.34M | 0.33% | +83+1.0% | Added |
| Bigelow Investment Advisors, LLC | 8,025 | $1.34M | 0.63% | −317−3.8% | Reduced |
| Private Advisory Group LLC | 8,023 | $1.34M | 0.15% | +8,023 | New |
| Howard Capital Management Group, LLC | 8,019 | $1.34M | 0.09% | 00.0% | Unchanged |
| Jacobs & Co | 8,021 | $1.34M | 0.14% | −100−1.2% | Reduced |
| Zuckerman Investment Group, LLC | 7,919 | $1.34M | 0.13% | −26−0.3% | Reduced |
| Dogwood Wealth Management LLC | 8,011 | $1.34M | 0.71% | +179+2.3% | Added |
| Beacon Investment Advisory Services, Inc. | 8,007 | $1.33M | 0.06% | +177+2.3% | Added |
| Maso Capital Partners Ltd | 8,000 | $1.33M | 1.68% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 7,982 | $1.33M | 0.34% | −632−7.3% | Reduced |
| Northern Oak Wealth Management Inc | 7,975 | $1.33M | 0.17% | −100−1.2% | Reduced |
| Consilium Wealth Advisory, LLC | 7,974 | $1.33M | 0.63% | +4,437+125.4% | Added |
| CORDA Investment Management, LLC. | 7,966 | $1.33M | 0.11% | +68+0.9% | Added |
| Kirtland Hills Capital Management, LLC | 7,964 | $1.33M | 0.85% | +118+1.5% | Added |
| Gemmer Asset Management LLC | 7,879 | $1.31M | 0.13% | −2,108−21.1% | Reduced |
| Csenge Advisory Group | 7,872 | $1.31M | 0.07% | −3,171−28.7% | Reduced |
| Capital Advisors, Ltd. LLC | 7,868 | $1.31M | 0.17% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 7,849 | $1.31M | 0.00% | +1,904+32.0% | Added |
| Silicon Valley Capital Partners | 7,848 | $1.31M | 0.15% | +59+0.8% | Added |
| Mill Creek Capital Advisors, LLC | 7,847 | $1.31M | 0.03% | +2,140+37.5% | Added |
| Pointe Capital Management LLC | 7,844 | $1.31M | 0.75% | −39−0.5% | Reduced |
| Financial Partners Group, LLC | 7,841 | $1.31M | 0.54% | −19−0.2% | Reduced |
| Texas Capital Bancshares Inc | 7,820 | $1.30M | 0.52% | −588−7.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 7,819 | $1.30M | 0.31% | 00.0% | Unchanged |
| Advisory Research Inc | 7,812 | $1.30M | 0.22% | 00.0% | Unchanged |
| Camden Capital, LLC | 7,811 | $1.30M | 0.14% | +1,753+28.9% | Added |
| BIP Wealth, LLC | 7,801 | $1.30M | 0.09% | −391−4.8% | Reduced |
| Campbell Newman Asset Management Inc | 7,766 | $1.29M | 0.10% | −153−1.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 7,750 | $1.29M | 0.03% | +1,289+20.0% | Added |