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 |
|---|---|---|---|---|---|
| Elser Financial Planning, Inc | 4,537 | $756.0K | 0.05% | +4,537 | New |
| Evanson Asset Management, LLC | 4,536 | $755.8K | 0.05% | +209+4.8% | Added |
| Financial Perspectives, Inc | 4,534 | $755.6K | 0.25% | +615+15.7% | Added |
| Accredited Wealth Management, LLC | 4,518 | $752.9K | 0.66% | +4,518 | New |
| Millstone Evans Group, LLC | 4,517 | $752.7K | 0.51% | +4,517 | New |
| Versant Capital Management, Inc | 4,501 | $750.0K | 0.16% | +544+13.7% | Added |
| Bramshill Investments, LLC | 4,500 | $749.9K | 0.12% | +500+12.5% | Added |
| Kane Investment Management, Inc. | 4,497 | $749.4K | 0.42% | +4,497 | New |
| Chilton Capital Management LLC | 4,492 | $748.5K | 0.03% | −312−6.5% | Reduced |
| Shorepoint Capital Partners LLC | 4,488 | $747.9K | 0.17% | +600+15.4% | Added |
| Empirical Asset Management, LLC | 15,413 | $747.6K | 0.25% | +3,761+32.3% | Added |
| Ethos Financial Group, LLC | 4,483 | $747.0K | 0.10% | +1,113+33.0% | Added |
| Armbruster Capital Management, Inc. | 4,478 | $746.2K | 0.15% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4,478 | $746.2K | 0.43% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 4,475 | $745.7K | 0.23% | −3−0.1% | Reduced |
| Phoenix Wealth Advisors | 4,475 | $745.7K | 0.32% | +21+0.5% | Added |
| Tyler-Stone Wealth Management | 4,475 | $745.6K | 0.13% | +122+2.8% | Added |
| Charter Trust Co | 4,474 | $745.5K | 0.05% | −88−1.9% | Reduced |
| Hexagon Capital Partners LLC | 4,463 | $743.7K | 0.14% | +1,471+49.2% | Added |
| Trilogy Capital Inc. | 4,444 | $740.5K | 0.04% | +48+1.1% | Added |
| Allegheny Financial Group LTD | 4,430 | $738.2K | 0.19% | −343−7.2% | Reduced |
| Lodestar Private Asset Management LLC | 4,430 | $738.2K | 0.09% | −55−1.2% | Reduced |
| Hara Capital LLC | 4,425 | $737.4K | 0.47% | −40−0.9% | Reduced |
| Ballast, Inc. | 4,422 | $736.9K | 0.21% | −20.0% | Reduced |
| Birchcreek Wealth Management, LLC | 4,411 | $735.0K | 0.46% | 00.0% | Unchanged |
| Wendell David Associates Inc | 4,411 | $735.0K | 0.07% | 00.0% | Unchanged |
| Burton Enright Welch | 4,398 | $732.9K | 0.15% | −10.0% | Reduced |
| Heartwood Wealth Advisors LLC | 4,393 | $732.0K | 0.08% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 4,388 | $731.3K | 0.24% | +96+2.2% | Added |
| Retirement Income Solutions, Inc | 4,386 | $730.9K | 0.15% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 4,378 | $729.5K | 0.27% | +872+24.9% | Added |
| Roof Eidam & Maycock | 4,367 | $727.7K | 0.19% | 00.0% | Unchanged |
| Vienna Asset Management LLC | 4,364 | $727.2K | 0.49% | +4,364 | New |
| Financial Partners Group, Inc | 4,364 | $727.1K | 0.11% | −15−0.3% | Reduced |
| BlueSky Wealth Advisors, LLC | 4,360 | $726.5K | 0.11% | 00.0% | Unchanged |
| Campion Asset Management LLC | 4,360 | $726.5K | 0.55% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 4,358 | $726.0K | 0.03% | 00.0% | Unchanged |
| Aviso Wealth Management | 4,355 | $725.7K | 0.37% | +833+23.7% | Added |
| Onefund, LLC | 4,329 | $721.4K | 0.69% | +131+3.1% | Added |
| Bernard Wealth Management Corp. | 4,317 | $719.4K | 0.34% | +4,317 | New |
| Total Clarity Wealth Management, Inc. | 4,309 | $718.1K | 0.23% | −136−3.1% | Reduced |
| Red Tortoise LLC | 4,309 | $718.0K | 0.38% | 00.0% | Unchanged |
| Optima Capital LLC | 4,305 | $717.4K | 0.49% | +4,305 | New |
| Arista Wealth Management, LLC | 4,285 | $714.1K | 0.17% | 00.0% | Unchanged |
| Encompass More Asset Management | 4,284 | $714.0K | 0.24% | +4,284 | New |
| Ironwood Financial, llc | 4,270 | $711.6K | 0.15% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 4,262 | $710.2K | 0.33% | −94−2.2% | Reduced |
| Fairvoy Private Wealth, LLC | 4,259 | $709.7K | 0.19% | +4,259 | New |
| FourThought Financial Partners, LLC | 4,255 | $709.1K | 0.07% | +4,255 | New |
| Charter Research & Investment Group, Inc. | 4,249 | $708.1K | 0.54% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 4,245 | $707.4K | 0.63% | +9+0.2% | Added |
| Broyhill Asset Management | 4,238 | $706.2K | 0.62% | +4,238 | New |
| Chapin Davis, Inc. | 4,141 | $705.6K | 0.23% | 00.0% | Unchanged |
| Bremer Bank National Association | 4,217 | $702.7K | 0.14% | −151−3.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 4,203 | $700.4K | 1.36% | +3,615+614.8% | Added |
| West Michigan Advisors, LLC | 4,200 | $699.9K | 0.21% | −982−19.0% | Reduced |
| B&D White Capital Company, LLC | 4,200 | $699.9K | 0.12% | +4,200 | New |
| Wealth Group, Ltd. | 4,189 | $698.0K | 0.45% | +79+1.9% | Added |
| Smith, Salley & Associates | 4,180 | $696.6K | 0.04% | +71+1.7% | Added |
| Mengis Capital Management, Inc. | 4,178 | $696.2K | 0.14% | +200+5.0% | Added |
| Rowland & Co Investment Counsel | 4,165 | $694.1K | 0.15% | +460+12.4% | Added |
| Ade, LLC | 4,159 | $693.1K | 0.43% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 4,149 | $691.4K | 0.31% | +53+1.3% | Added |
| Hurlow Wealth Management Group, Inc. | 4,149 | $691.4K | 0.22% | +70+1.7% | Added |
| Frisch Financial Group, Inc. | 4,149 | $691.0K | 0.21% | +6+0.1% | Added |
| Morey & Quinn Wealth Partners, LLC | 4,139 | $689.7K | 0.59% | +4,139 | New |
| Archford Capital Strategies, LLC | 4,129 | $688.1K | 0.10% | −1,534−27.1% | Reduced |
| Alteri Wealth LLC | 4,119 | $686.5K | 0.19% | +4,119 | New |
| Onyx Financial Advisors, LLC | 4,118 | $686.3K | 0.38% | +9+0.2% | Added |
| Lester Murray Antman dba SimplyRich | 4,113 | $685.0K | 0.20% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 4,017 | $684.5K | 0.06% | 00.0% | Unchanged |
| E&G Advisors, LP | 4,100 | $683.2K | 0.19% | +400+10.8% | Added |
| Stonebrook Private Inc. | 4,098 | $682.8K | 0.18% | +871+27.0% | Added |
| Rosenberg Matthew Hamilton | 4,093 | $682.1K | 0.18% | −34−0.8% | Reduced |
| Prasad Wealth Partners, LLC | 4,090 | $681.6K | 0.22% | +4,090 | New |
| Canvas Wealth Advisors, LLC | 4,090 | $681.5K | 0.17% | +396+10.7% | Added |
| Middleton & Co Inc | 4,087 | $681.1K | 0.08% | −70−1.7% | Reduced |
| Atlas Legacy Advisors, LLC | 4,084 | $680.6K | 0.16% | +4,084 | New |
| Manuka Financial, LLC | 4,074 | $678.9K | 0.46% | +4,074 | New |
| Sunflower Bank, N.A. | 4,071 | $678.4K | 0.19% | +223+5.8% | Added |
| Kaydan Wealth Management, Inc. | 4,069 | $678.1K | 0.23% | −50−1.2% | Reduced |
| GEM Asset Management, LLC | 4,066 | $677.6K | 0.38% | 00.0% | Unchanged |
| New World Advisors LLC | 4,065 | $677.4K | 0.16% | +882+27.7% | Added |
| Westwood Holdings Group Inc. | 4,064 | $677.2K | 0.01% | −36−0.9% | Reduced |
| Centennial Bank | 4,059 | $676.4K | 0.32% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 3,963 | $675.3K | 0.04% | 00.0% | Unchanged |
| Rebalance, LLC | 4,050 | $674.9K | 0.05% | −5−0.1% | Reduced |
| Sunbeam Capital Management, LLC | 4,050 | $674.8K | 0.63% | +4,050 | New |
| Defined Wealth Management, LLC | 4,037 | $672.7K | 0.45% | +39+1.0% | Added |
| Clayton Financial Group LLC | 4,027 | $671.1K | 0.24% | 00.0% | Unchanged |
| Vista Cima Wealth Management LLC | 4,025 | $670.7K | 0.70% | +4,025 | New |
| HHM Wealth Advisors, LLC | 4,019 | $669.7K | 0.09% | +2,959+279.2% | Added |
| Beck Mack & Oliver LLC | 4,017 | $669.4K | 0.01% | +4,017 | New |
| Eagle Wealth Strategies LLC | 4,010 | $668.2K | 0.48% | −67−1.6% | Reduced |
| Financial Advisors Network, Inc. | 4,004 | $667.3K | 0.11% | +4,004 | New |
| Sonata Capital Group Inc | 4,000 | $667.0K | 0.28% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 4,002 | $667.0K | 0.28% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 4,002 | $666.9K | 0.03% | +1,105+38.1% | Added |
| Fortis Capital Management LLC | 4,002 | $666.8K | 0.12% | +4,002 | New |
| Univest Financial Corp | 3,999 | $666.4K | 0.04% | +10.0% | Added |