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 |
|---|---|---|---|---|---|
| Alan B. Lancz & Associates, Inc. | 3,994 | $665.6K | 0.68% | −600−13.1% | Reduced |
| KPP Advisory Services LLC | 3,993 | $665.4K | 0.16% | +16+0.4% | Added |
| Tyche Wealth Partners LLC | 3,993 | $665.3K | 0.14% | −103−2.5% | Reduced |
| Sax Wealth Advisors, LLC | 3,987 | $664.5K | 0.05% | +559+16.3% | Added |
| Quantum Private Wealth, LLC | 3,987 | $664.4K | 0.21% | +653+19.6% | Added |
| Garrett Investment Advisors LLC | 3,979 | $663.1K | 0.06% | 00.0% | Unchanged |
| Sym Financial Corp | 3,973 | $662.1K | 0.09% | +403+11.3% | Added |
| Waypoint Wealth Partners Inc. | 3,973 | $662.1K | 0.18% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 3,972 | $661.9K | 0.15% | +201+5.3% | Added |
| Quantum Financial Advisors, LLC | 3,966 | $660.9K | 0.10% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 3,965 | $660.8K | 0.03% | +586+17.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 3,959 | $659.7K | 0.09% | −91−2.2% | Reduced |
| Focused Wealth Management, Inc | 3,959 | $659.7K | 0.09% | +10.0% | Added |
| South Plains Financial, Inc. | 3,953 | $658.7K | 0.50% | +3,953 | New |
| Byrne Financial Freedom, LLC | 3,948 | $657.9K | 0.29% | +3,948 | New |
| Mystic Asset Management, Inc. | 3,947 | $657.7K | 0.18% | +3,947 | New |
| Eclectic Associates Inc | 3,946 | $657.5K | 0.19% | +10.0% | Added |
| Exchange Capital Management, Inc. | 3,934 | $655.6K | 0.10% | −170−4.1% | Reduced |
| Signal Advisors Wealth, LLC | 3,931 | $655.1K | 0.07% | −25−0.6% | Reduced |
| FMA Wealth Management, LLC | 3,929 | $654.7K | 0.49% | −100−2.5% | Reduced |
| Lyell Wealth Management, LP | 3,927 | $654.4K | 0.06% | 00.0% | Unchanged |
| High Note Wealth, LLC | 3,912 | $651.9K | 0.17% | −129−3.2% | Reduced |
| Greykasell Wealth Strategies, Inc. | 3,901 | $650.1K | 0.36% | +3,901 | New |
| McGowan Group Asset Management, Inc. | 3,893 | $648.7K | 0.09% | +10.0% | Added |
| Capital Advisory Group Advisory Services, LLC | 3,877 | $646.1K | 0.23% | +28+0.7% | Added |
| Parkside Advisors LLC | 3,865 | $644.0K | 0.15% | +100+2.7% | Added |
| Monarch Capital Management Inc | 3,859 | $643.1K | 0.18% | 00.0% | Unchanged |
| Meritage Portfolio Management | 3,844 | $640.5K | 0.04% | +234+6.5% | Added |
| WealthPLAN Partners, LLC | 3,843 | $640.4K | 0.09% | +693+22.0% | Added |
| Stokes Capital Advisors, LLC | 3,835 | $639.1K | 0.17% | +1,107+40.6% | Added |
| Roble, Belko & Company, Inc | 3,825 | $637.0K | 0.10% | 00.0% | Unchanged |
| McMorgan & Co LLC | 3,821 | $636.8K | 0.10% | −118−3.0% | Reduced |
| KLCM Advisors, Inc. | 3,803 | $633.7K | 0.07% | −38−1.0% | Reduced |
| Viawealth, LLC | 3,796 | $632.6K | 0.38% | −47−1.2% | Reduced |
| Alta Wealth Advisors LLC | 3,795 | $632.3K | 0.28% | +11+0.3% | Added |
| Patron Partners Advisors, LLC | 3,786 | $630.9K | 0.34% | +119+3.2% | Added |
| Second Line Capital, LLC | 3,785 | $630.7K | 0.17% | −31−0.8% | Reduced |
| Mustard Seed Financial, LLC | 3,781 | $630.1K | 0.51% | +10.0% | Added |
| Greater Midwest Financial Group, LLC | 3,767 | $627.8K | 0.40% | +8+0.2% | Added |
| BankPlus Trust Department | 3,759 | $626.4K | 0.21% | +3,759 | New |
| Vishria Bird Financial Group, LLC | 3,753 | $625.0K | 0.22% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 3,747 | $624.4K | 0.19% | +678+22.1% | Added |
| Summit Wealth Partners, LLC | 3,736 | $622.6K | 0.13% | +364+10.8% | Added |
| Probity Advisors, Inc. | 3,725 | $620.7K | 0.12% | +458+14.0% | Added |
| J.Safra Asset Management Corp | 3,714 | $619.9K | 0.05% | +1,749+89.0% | Added |
| Smith Anglin Financial, LLC | 3,716 | $619.3K | 0.06% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 3,716 | $619.3K | 0.30% | −1,408−27.5% | Reduced |
| Global Assets Advisory, LLC | 3,715 | $616.8K | 0.34% | −3,417−47.9% | Reduced |
| Monticello Wealth Management, LLC | 3,697 | $616.0K | 0.05% | +111+3.1% | Added |
| Pinnacle Wealth Management Group, Inc. | 3,696 | $615.9K | 0.38% | +200+5.7% | Added |
| One Charles Private Wealth Services, LLC | 3,692 | $615.3K | 0.21% | +28+0.8% | Added |
| Financial Advisory Service, Inc. | 3,692 | $615.2K | 0.05% | −247−6.3% | Reduced |
| Elyxium Wealth, LLC | 3,691 | $615.1K | 0.37% | −4,256−53.6% | Reduced |
| Lazari Capital Management, Inc. | 3,691 | $615.1K | 0.25% | −284−7.1% | Reduced |
| X-Square Capital, LLC | 3,688 | $615.0K | 0.25% | +3+0.1% | Added |
| Schneider Downs Wealth Management Advisors, LP | 3,686 | $614.2K | 0.12% | 00.0% | Unchanged |
| Riverwater Partners LLC | 3,684 | $613.9K | 0.30% | +8+0.2% | Added |
| Advisor OS, LLC | 3,678 | $613.0K | 0.07% | +612+20.0% | Added |
| Fortress Private Ledger, LLC | 3,673 | $612.0K | 0.37% | +3,673 | New |
| Wealth Architects, LLC | 3,668 | $611.3K | 0.07% | −620−14.5% | Reduced |
| First International Bank & Trust | 3,667 | $611.1K | 0.20% | −67−1.8% | Reduced |
| Heritage Investors Management Corp | 3,665 | $611.0K | 0.02% | +100+2.8% | Added |
| Diversified Enterprises, LLC | 3,662 | $610.2K | 0.06% | +480+15.1% | Added |
| WoodTrust Financial Corp | 3,658 | $610.0K | 0.09% | +536+17.2% | Added |
| B&L Asset Management LLC | 3,660 | $609.9K | 0.39% | 00.0% | Unchanged |
| Gould Asset Management LLC | 3,650 | $608.2K | 0.13% | +176+5.1% | Added |
| Northcape Wealth Management, LLC | 3,640 | $606.6K | 0.20% | −410−10.1% | Reduced |
| Sovereign Financial Group, Inc. | 3,631 | $605.1K | 0.14% | −22−0.6% | Reduced |
| Cito Capital Group, LLC | 3,630 | $605.0K | 0.22% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 3,630 | $604.9K | 0.12% | +98+2.8% | Added |
| Goldstein Advisors, LLC | 3,629 | $604.7K | 0.09% | +2,331+179.6% | Added |
| Index Fund Advisors, Inc. | 3,628 | $604.6K | 0.03% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,624 | $603.9K | 0.34% | −200−5.2% | Reduced |
| TriaGen Wealth Management LLC | 3,621 | $603.4K | 0.20% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 3,621 | $603.4K | 0.21% | +63+1.8% | Added |
| Mezzasalma Advisors, LLC | 3,614 | $602.2K | 0.19% | +686+23.4% | Added |
| Ssi Investment Management LLC | 3,604 | $600.6K | 0.04% | −3−0.1% | Reduced |
| TCFG Wealth Management, LLC | 3,597 | $599.4K | 0.30% | −268−6.9% | Reduced |
| Trust Co | 3,596 | $599.2K | 0.07% | +23+0.6% | Added |
| Intrua Financial, LLC | 3,589 | $598.0K | 0.10% | −386−9.7% | Reduced |
| Canton Hathaway, LLC | 3,585 | $597.0K | 0.15% | −410−10.3% | Reduced |
| Sierra Ocean, LLC | 3,575 | $595.8K | 0.49% | +3,575 | New |
| Invictus Private Wealth, LLC | 3,575 | $595.7K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 3,564 | $593.9K | 0.51% | +3+0.1% | Added |
| Retirement Planning Group | 3,550 | $591.6K | 0.03% | +269+8.2% | Added |
| Karpus Management, Inc. | 3,550 | $591.6K | 0.02% | 00.0% | Unchanged |
| Argentarii, LLC | 3,526 | $587.6K | 0.30% | +3,526 | New |
| Private Portfolio Partners LLC | 3,512 | $585.3K | 0.11% | +31+0.9% | Added |
| Coastal Bridge Advisors, LLC | 3,511 | $585.0K | 0.15% | +504+16.8% | Added |
| Miller Financial Services LLC | 3,510 | $584.9K | 0.49% | +3,510 | New |
| Greenspring Advisors, LLC | 3,507 | $584.4K | 0.13% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 3,493 | $582.2K | 0.19% | −918−20.8% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,475 | $579.1K | 0.01% | 00.0% | Unchanged |
| PFG Advisors | 3,468 | $577.9K | 0.04% | −20−0.6% | Reduced |
| MV Capital Management, Inc. | 3,462 | $576.9K | 0.06% | −9−0.3% | Reduced |
| Round Rock Advisors, LLC | 3,462 | $576.9K | 0.12% | +15+0.4% | Added |
| Windsor Capital Management, LLC | 3,458 | $576.4K | 0.17% | +2+0.1% | Added |
| Stephens Consulting, LLC | 3,456 | $575.9K | 0.14% | +482+16.2% | Added |
| Werba Rubin Papier Wealth Management | 3,455 | $575.7K | 0.14% | −138−3.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 3,450 | $574.9K | 0.20% | 00.0% | Unchanged |