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 |
|---|---|---|---|---|---|
| City National Bank of Florida | 1,642 | $273.6K | 0.25% | +1,642 | New |
| Rakuten Securities, Inc. | 1,639 | $273.1K | 0.11% | +899+121.5% | Added |
| Carson Advisory Inc. | 1,638 | $272.9K | 0.19% | −30−1.8% | Reduced |
| SWP Financial LLC | 1,637 | $272.8K | 0.16% | −427−20.7% | Reduced |
| Sharpepoint LLC | 1,636 | $272.6K | 0.25% | +1,636 | New |
| Transce3nd, LLC | 1,634 | $272.3K | 0.09% | +1,634 | New |
| Tarbox Family Office, Inc. | 1,632 | $272.0K | 0.04% | −11−0.7% | Reduced |
| America First Investment Advisors, LLC | 1,631 | $271.8K | 0.06% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 1,627 | $271.2K | 0.21% | +1,627 | New |
| Oak Harbor Wealth Partners, LLC | 1,626 | $271.0K | 0.08% | 00.0% | Unchanged |
| TL Private Wealth | 1,711 | $270.8K | 0.12% | +1+0.1% | Added |
| Syverson Strege & Co | 1,624 | $270.7K | 0.09% | +269+19.9% | Added |
| TigerOak Management, L.L.C. | 1,623 | $270.5K | 0.10% | +1,623 | New |
| McIntyre Freedman & Flynn Investment Advisers Inc | 1,622 | $270.3K | 0.20% | 00.0% | Unchanged |
| AtlasMark Financial, Inc | 1,618 | $269.6K | 0.25% | +18+1.1% | Added |
| IFC Advisors LLC | 1,615 | $269.1K | 0.06% | +1,615 | New |
| SGL Investment Advisors, Inc. | 1,561 | $268.8K | 0.14% | +86+5.8% | Added |
| Riverchase Wealth Management, LLC | 1,613 | $268.8K | 0.20% | +1,613 | New |
| Kiely Wealth Advisory Group, Inc. | 1,500 | $268.4K | 0.17% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,609 | $268.1K | 0.03% | 00.0% | Unchanged |
| Successful Portfolios LLC | 1,607 | $267.8K | 0.18% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 1,605 | $267.5K | 0.05% | +1,605 | New |
| Capital Wealth Planning, LLC | 1,605 | $267.5K | 0.00% | +1,605 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1,555 | $266.9K | 0.10% | 00.0% | Unchanged |
| Pingora Partners LLC | 1,600 | $266.6K | 0.17% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 1,600 | $266.6K | 0.21% | +1,600 | New |
| Clean Yield Group | 1,598 | $266.3K | 0.08% | 00.0% | Unchanged |
| Transform Wealth, LLC | 1,598 | $266.3K | 0.01% | +1+0.1% | Added |
| McClarren Financial Advisors, Inc. | 1,599 | $266.0K | 0.75% | +1,069+201.7% | Added |
| Defined Financial Planning LLC | 1,590 | $265.0K | 0.28% | +1,590 | New |
| Syntegra Private Wealth Group, LLC | 1,583 | $263.8K | 0.03% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 1,583 | $263.8K | 0.15% | −166−9.5% | Reduced |
| Encompass Wealth Advisors, LLC | 1,583 | $263.8K | 0.11% | +137+9.5% | Added |
| TruNorth Capital Management, LLC | 1,582 | $263.6K | 0.07% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,579 | $263.1K | 0.05% | +1+0.1% | Added |
| Silver Coast Investments LLC | 1,575 | $262.5K | 0.10% | −164−9.4% | Reduced |
| NFP Retirement, Inc. | 1,574 | $262.3K | 0.02% | +1+0.1% | Added |
| Money Concepts Capital Corp | 1,573 | $262.1K | 0.02% | −220−12.3% | Reduced |
| SJS Investment Consulting Inc. | 1,573 | $262.1K | 0.05% | +278+21.5% | Added |
| Hill Investment Group Partners, LLC | 1,571 | $261.8K | 0.04% | +12+0.8% | Added |
| Hopwood Financial Services, Inc. | 1,570 | $261.6K | 0.20% | +1,570 | New |
| Family Firm, Inc. | 1,569 | $261.6K | 0.06% | +355+29.2% | Added |
| IAM Advisory, LLC | 1,569 | $261.4K | 0.07% | −25−1.6% | Reduced |
| Rice Partnership, LLC | 1,565 | $260.7K | 0.05% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 1,562 | $260.3K | 0.14% | −1−0.1% | Reduced |
| Kozak & Associates, Inc. | 1,564 | $260.1K | 0.06% | +82+5.5% | Added |
| Prossimo Advisors, LLC | 1,560 | $260.0K | 0.19% | 00.0% | Unchanged |
| DLK Investment Management, LLC | 1,554 | $259.0K | 0.11% | +56+3.7% | Added |
| Hengehold Capital Management LLC | 1,547 | $257.8K | 0.02% | −238−13.3% | Reduced |
| Forefront Wealth Partners, LLC | 1,547 | $257.8K | 0.19% | +1,547 | New |
| Alliance Wealth Management Group | 1,546 | $257.6K | 0.07% | 00.0% | Unchanged |
| Stark Wealth Management LLC | 1,540 | $256.6K | 0.19% | +1,540 | New |
| Newton One Investments LLC | 1,538 | $256.2K | 0.10% | +4+0.3% | Added |
| Great Waters Wealth Management | 1,536 | $255.9K | 0.03% | −300−16.3% | Reduced |
| Atticus Wealth Management, LLC | 1,535 | $255.8K | 0.08% | 00.0% | Unchanged |
| Coerente Capital Management | 1,535 | $255.8K | 0.05% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 1,535 | $255.8K | 0.15% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 1,535 | $255.8K | 0.10% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,533 | $255.5K | 0.24% | +1,533 | New |
| Western Pacific Wealth Management, LP | 1,531 | $255.1K | 0.21% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 1,531 | $255.1K | 0.03% | +159+11.6% | Added |
| Heartland Bank & Trust Co | 1,530 | $255.0K | 0.14% | −167−9.8% | Reduced |
| Verde Capital Management | 1,530 | $255.0K | 0.07% | +1,530 | New |
| Youngs Advisory Group, Inc. | 1,528 | $254.6K | 0.11% | +6+0.4% | Added |
| Conservest Capital Advisors, Inc. | 1,527 | $254.5K | 0.03% | +1,527 | New |
| Kendall Capital Management | 1,525 | $254.1K | 0.07% | −203−11.7% | Reduced |
| Oldfather Financial Services, LLC | 1,525 | $254.1K | 0.10% | −10−0.7% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 1,523 | $253.8K | 0.12% | +14+0.9% | Added |
| Bensler, LLC | 1,521 | $253.5K | 0.03% | +16+1.1% | Added |
| Family Management Corp | 1,518 | $253.0K | 0.04% | −48−3.1% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,513 | $252.1K | 0.03% | +9+0.6% | Added |
| Woodward Financial Advisors, Inc. | 1,512 | $252.0K | 0.12% | −27−1.8% | Reduced |
| Adamsbrown Wealth Consultants LLC | 1,510 | $251.6K | 0.09% | −2−0.1% | Reduced |
| Tradewinds, LLC. | 1,419 | $251.4K | 0.07% | +1,419 | New |
| FNY Investment Advisers, LLC | 1,511 | $251.0K | 0.13% | −12,967−89.6% | Reduced |
| Straightline Group LLC | 1,503 | $250.5K | 0.16% | +1,503 | New |
| Aristotle Capital Management, LLC | 1,500 | $250.0K | 0.00% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 1,500 | $250.0K | 0.03% | +22+1.5% | Added |
| GDS Wealth Management | 1,500 | $250.0K | 0.02% | +54+3.7% | Added |
| West Tower Group, LLC | 1,500 | $250.0K | 0.55% | +1,500 | New |
| Satovsky Asset Management LLC | 1,501 | $249.9K | 0.06% | −70−4.5% | Reduced |
| Liberty Square Wealth Partners LLC | 1,433 | $249.6K | 0.09% | +1,433 | New |
| CM Wealth Advisors LLC | 1,496 | $249.3K | 0.08% | 00.0% | Unchanged |
| Apollon Financial, LLC | 1,493 | $248.8K | 0.06% | +113+8.2% | Added |
| Motive Wealth Advisors | 1,493 | $248.8K | 0.13% | +1,493 | New |
| Wolff Wiese Magana LLC | 1,492 | $248.5K | 0.16% | +70+4.9% | Added |
| Woodley Farra Manion Portfolio Management Inc | 1,490 | $248.3K | 0.01% | 00.0% | Unchanged |
| 25 LLC | 1,489 | $248.1K | 0.11% | +18+1.2% | Added |
| Twin Peaks Wealth Advisors, LLC | 1,486 | $247.6K | 0.11% | +74+5.2% | Added |
| Ellenbecker Investment Group | 1,485 | $247.5K | 0.04% | +2+0.1% | Added |
| Rise Advisors, LLC | 1,485 | $247.5K | 0.12% | +22+1.5% | Added |
| StrongBox Wealth, LLC | 1,483 | $247.1K | 0.10% | +1,483 | New |
| DT Investment Partners, LLC | 1,482 | $247.0K | 0.02% | −545−26.9% | Reduced |
| Capstone Wealth Management Group LLC | 1,481 | $246.8K | 0.19% | +1,481 | New |
| Flaharty Asset Management, LLC | 1,481 | $246.7K | 0.04% | +3+0.2% | Added |
| Benchmark Financial Wealth Advisors, LLC | 1,477 | $246.1K | 0.08% | −743−33.5% | Reduced |
| Masso Torrence Wealth Management Inc. | 1,476 | $246.0K | 0.13% | +49+3.4% | Added |
| WealthShield Partners, LLC | 1,474 | $245.6K | 0.03% | +21+1.4% | Added |
| Cary Street Partner Investment Advisory LLC | 1,469 | $244.8K | 0.16% | −14,948−91.1% | Reduced |
| Diametric Capital, LP | 1,467 | $244.5K | 0.17% | +1,467 | New |