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 |
|---|---|---|---|---|---|
| Sentry LLC | 2,087 | $347.8K | 0.07% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 2,086 | $347.6K | 0.15% | −56−2.6% | Reduced |
| Tumwater Wealth Management, LLC | 2,077 | $346.1K | 0.18% | +2,077 | New |
| Allied Investment Advisors, LLC | 2,076 | $346.0K | 0.07% | +371+21.8% | Added |
| Caitong International Asset Management Co., Ltd | 2,076 | $345.9K | 0.34% | +2,076 | New |
| MJP Associates Inc | 2,074 | $345.7K | 0.06% | +567+37.6% | Added |
| Canandaigua National Trust Co of Florida | 2,074 | $345.6K | 0.27% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 2,074 | $345.6K | 0.13% | +2,074 | New |
| WR Wealth Planners, LLC | 2,066 | $344.3K | 0.11% | −40−1.9% | Reduced |
| Northstar Financial Companies, Inc. | 2,064 | $343.9K | 0.33% | +2,064 | New |
| Summit Global Investments | 2,058 | $343.0K | 0.02% | −499−19.5% | Reduced |
| Bellecapital International Ltd. | 2,058 | $342.9K | 0.06% | −1,441−41.2% | Reduced |
| All Terrain Financial Advisors, LLC | 2,052 | $341.9K | 0.13% | −3,800−64.9% | Reduced |
| Summa Corp. | 2,052 | $341.9K | 0.17% | +535+35.3% | Added |
| Traveka Wealth, LLC | 2,047 | $341.2K | 0.19% | −17−0.8% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 2,043 | $340.5K | 0.10% | +71+3.6% | Added |
| Prodigy Asset Management LLC | 2,042 | $340.2K | 0.29% | +2,042 | New |
| Kaizen Financial Strategies | 2,038 | $339.6K | 0.19% | −45−2.2% | Reduced |
| Almanack Investment Partners, LLC. | 2,034 | $338.9K | 0.05% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 2,034 | $338.9K | 0.02% | +85+4.4% | Added |
| MinichMacGregor Wealth Management, LLC | 2,022 | $337.0K | 0.07% | +61+3.1% | Added |
| Asset Allocation & Management Company, LLC | 2,025 | $337.0K | 0.18% | +2,025 | New |
| FFT Wealth Management LLC | 2,020 | $336.6K | 0.03% | +111+5.8% | Added |
| Eagle Global Advisors LLC | 2,017 | $336.2K | 0.01% | 00.0% | Unchanged |
| Lincoln Capital LLC | 2,017 | $336.0K | 0.07% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 2,181 | $335.7K | 0.15% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 2,012 | $335.4K | 0.14% | +115+6.1% | Added |
| Rothschild Capital Partners, LLC | 2,010 | $334.9K | 0.08% | +2,010 | New |
| Park Capital Management, LLC | 2,009 | $334.7K | 0.40% | +2,009 | New |
| Sittner & Nelson, LLC | 2,007 | $334.4K | 0.14% | +158+8.5% | Added |
| Cynosure Management, LLC | 2,004 | $333.9K | 0.05% | −823−29.1% | Reduced |
| Wisconsin Wealth Advisors, LLC | 2,002 | $333.6K | 0.49% | +2,002 | New |
| Palogic Value Management, L.P. | 2,000 | $333.3K | 0.13% | 00.0% | Unchanged |
| Archer Investment Corp | 1,996 | $332.6K | 0.09% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 1,993 | $332.0K | 0.10% | +819+69.8% | Added |
| Birch Financial Group, LLC | 1,992 | $331.9K | 0.37% | +1,992 | New |
| Compass Ion Advisors, LLC | 1,989 | $331.5K | 0.04% | −467−19.0% | Reduced |
| ESG Planning | 1,987 | $331.1K | 0.24% | 00.0% | Unchanged |
| MIG Capital, LLC | 1,987 | $331.1K | 0.03% | +1,987 | New |
| TRUE Private Wealth Advisors | 1,981 | $330.2K | 0.04% | −18−0.9% | Reduced |
| James J. Burns & Company, LLC | 1,982 | $330.0K | 0.06% | +134+7.3% | Added |
| Barnes Wealth Management Group, Inc | 1,979 | $329.8K | 0.22% | +1,979 | New |
| Veracity Capital LLC | 1,979 | $329.8K | 0.12% | +299+17.8% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,979 | $329.7K | 0.12% | +30+1.5% | Added |
| Aspire Capital Advisors LLC | 1,977 | $329.4K | 0.09% | +121+6.5% | Added |
| Blue Square Asset Management, LLC | 1,975 | $329.1K | 0.16% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 1,974 | $328.9K | 0.14% | 00.0% | Unchanged |
| Bowman & Co S.C. | 1,973 | $328.8K | 0.17% | −200−9.2% | Reduced |
| Southern Style Financial, Inc. | 1,973 | $328.7K | 0.27% | +1,973 | New |
| Navellier & Associates Inc | 1,958 | $326.3K | 0.04% | −278−12.4% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,957 | $326.1K | 0.03% | +26+1.3% | Added |
| CRA Financial Services, LLC | 1,956 | $325.9K | 0.06% | −7−0.4% | Reduced |
| Berkshire Bank | 1,955 | $325.8K | 0.08% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 1,955 | $325.8K | 0.26% | +1,955 | New |
| Blue Investment Partners LLC | 1,952 | $325.3K | 0.12% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,952 | $325.0K | 0.17% | +1,952 | New |
| Prepared Retirement Institute LLC | 1,950 | $324.9K | 0.19% | +150+8.3% | Added |
| Bender Robert & Associates | 1,949 | $324.8K | 0.08% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,946 | $324.3K | 0.05% | +283+17.0% | Added |
| REDW Wealth LLC | 1,943 | $323.8K | 0.11% | −1,380−41.5% | Reduced |
| Vista Wealth Management Group, LLC | 1,941 | $323.5K | 0.02% | +319+19.7% | Added |
| DF Dent & Co Inc | 1,925 | $320.8K | 0.00% | −20−1.0% | Reduced |
| TFR Capital, LLC. | 1,925 | $320.8K | 0.16% | +1,925 | New |
| Breakthru Advisory Services, LLC | 1,920 | $319.9K | 0.29% | +1,920 | New |
| Presilium Private Wealth, LLC | 1,915 | $319.1K | 0.07% | 00.0% | Unchanged |
| SilverOak Wealth Management LLC | 1,913 | $318.8K | 0.07% | +12+0.6% | Added |
| Financial Freedom, LLC | 1,910 | $318.3K | 0.17% | +2+0.1% | Added |
| Royal Capital Wealth Management, LLC | 1,908 | $317.9K | 0.22% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 1,908 | $317.9K | 0.06% | +21+1.1% | Added |
| Coordinated Financial Services, Inc. | 1,905 | $317.4K | 0.25% | +1,905 | New |
| Holistic Planning, LLC | 1,902 | $316.9K | 0.11% | +49+2.6% | Added |
| Schmidt P J Investment Management Inc | 1,900 | $316.6K | 0.05% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 1,900 | $316.6K | 0.21% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 1,896 | $316.0K | 0.32% | +550+40.9% | Added |
| AlphaMark Advisors, LLC | 1,898 | $316.0K | 0.14% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 1,896 | $315.9K | 0.13% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,895 | $315.8K | 0.08% | 00.0% | Unchanged |
| MN Wealth Advisors, LLC | 1,889 | $314.9K | 0.18% | +130+7.4% | Added |
| Keystone Wealth Services, LLC | 1,888 | $314.7K | 0.08% | −155−7.6% | Reduced |
| Independent Family Office, LLC | 1,884 | $313.9K | 0.16% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1,879 | $313.1K | 0.11% | +112+6.3% | Added |
| Victory Financial Group, LLC | 1,878 | $312.9K | 0.08% | +1,878 | New |
| Maxele Advisors, LLC | 1,876 | $312.7K | 0.30% | +1,876 | New |
| PFW Advisors LLC | 1,871 | $311.8K | 0.10% | +1,871 | New |
| Letson Investment Management, Inc. | 1,867 | $311.1K | 0.13% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 1,867 | $311.1K | 0.07% | +179+10.6% | Added |
| Fernwood Investment Management, LLC | 1,865 | $310.8K | 0.11% | 00.0% | Unchanged |
| Adapt Wealth Advisors, LLC | 1,861 | $310.1K | 0.15% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 1,861 | $310.1K | 0.32% | +1,861 | New |
| Whelan Financial | 1,861 | $310.1K | 0.12% | +462+33.0% | Added |
| Hanson & Doremus Investment Management | 1,858 | $310.0K | 0.05% | −118−6.0% | Reduced |
| Paragon Private Wealth Management, LLC | 1,858 | $309.6K | 0.14% | +386+26.2% | Added |
| First Financial Bankshares Inc | 1,857 | $309.4K | 0.01% | +293+18.7% | Added |
| Sterling Wealth Management, Inc. | 1,855 | $309.1K | 0.11% | −97−5.0% | Reduced |
| Virtu Financial LLC | 1,854 | $309.0K | 0.02% | +1,854 | New |
| Eukles Asset Management | 1,854 | $309.0K | 0.13% | −1,805−49.3% | Reduced |
| PCA Investment Advisory Services Inc. | 1,853 | $308.8K | 0.14% | +1+0.1% | Added |
| Community Trust & Investment Co | 1,851 | $308.5K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,851 | $308.4K | 0.12% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 1,903 | $308.3K | 0.06% | +67+3.6% | Added |