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 |
|---|---|---|---|---|---|
| Penn Davis McFarland Inc | 1,290 | $215.0K | 0.02% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 1,290 | $215.0K | 0.04% | +1,290 | New |
| Summit Wealth & Retirement Planning, Inc. | 1,281 | $213.5K | 0.07% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 1,281 | $213.5K | 0.00% | 00.0% | Unchanged |
| Manske Wealth Management | 1,280 | $213.3K | 0.08% | +1,280 | New |
| Precedent Wealth Partners, LLC | 1,276 | $212.7K | 0.07% | +23+1.8% | Added |
| Lake Street Financial LLC | 1,276 | $212.6K | 0.03% | −15−1.2% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 1,275 | $212.5K | 0.06% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 1,272 | $212.0K | 0.14% | 00.0% | Unchanged |
| Peak Retirement Planning, Inc. | 1,269 | $211.4K | 0.14% | +1,269 | New |
| Seros Financial, LLC | 1,495 | $211.1K | 0.19% | +1,495 | New |
| Sterling Financial Planning, Inc. | 1,266 | $211.0K | 0.08% | +1,266 | New |
| Baltimore-Washington Financial Advisors, Inc. | 1,265 | $210.8K | 0.01% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 1,263 | $210.5K | 0.05% | +1+0.1% | Added |
| Visionary Horizons, LLC | 1,260 | $210.0K | 0.14% | −2−0.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,259 | $209.8K | 0.02% | +29+2.4% | Added |
| Novus Advisors, LLC | 1,259 | $209.8K | 0.21% | +1,259 | New |
| Solstein Capital, LLC | 1,256 | $209.3K | 0.12% | 00.0% | Unchanged |
| Sageworth Trust Co | 1,256 | $209.3K | 0.01% | +53+4.4% | Added |
| Prospect Financial Services LLC | 1,255 | $209.1K | 0.11% | +1,255 | New |
| Tranquility Partners, LLC | 1,253 | $208.8K | 0.08% | +5+0.4% | Added |
| WestHill Financial Advisors, Inc. | 1,239 | $206.5K | 0.05% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 1,233 | $205.5K | 0.03% | −75−5.7% | Reduced |
| Chancellor Financial Group WB LP | 1,232 | $205.3K | 0.17% | +1,232 | New |
| BCU Wealth Advisors, LLC | 1,231 | $205.2K | 0.12% | +1+0.1% | Added |
| Country Trust Bank | 1,231 | $205.1K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,228 | $204.6K | 0.04% | +118+10.6% | Added |
| Gables Capital Management Inc. | 1,222 | $203.6K | 0.10% | +350+40.1% | Added |
| MKT Advisors LLC | 1,257 | $202.4K | 0.09% | 00.0% | Unchanged |
| BluePointe Capital Management, LLC | 1,213 | $202.1K | 0.12% | +1,213 | New |
| Ironwood Investment Management LLC | 1,211 | $201.8K | 0.10% | −50−4.0% | Reduced |
| Cannon Wealth Management Services, LLC | 1,194 | $201.3K | 0.17% | +9+0.8% | Added |
| CWS Financial Advisors, LLC | 1,206 | $200.9K | 0.07% | +1,206 | New |
| Vestia Personal Wealth Advisors | 1,201 | $200.1K | 0.16% | +1,201 | New |
| LGT Financial Advisors LLC | 1,200 | $200.0K | 0.44% | +1,200 | New |
| Park Place Capital Corp | 1,193 | $198.8K | 0.06% | +26+2.2% | Added |
| Covestor Ltd | 1,190 | $198.0K | 0.12% | −38−3.1% | Reduced |
| Advantage Trust Co | 1,178 | $196.3K | 0.12% | −504−30.0% | Reduced |
| Valley National Advisers Inc | 1,181 | $196.0K | 0.04% | +149+14.4% | Added |
| Tacita Capital Inc | 1,175 | $195.8K | 0.14% | −195−14.2% | Reduced |
| Brown Shipley& Co Ltd | 1,168 | $194.6K | 0.10% | −20−1.7% | Reduced |
| GW&K Investment Management, LLC | 1,156 | $193.0K | 0.00% | +18+1.6% | Added |
| Sherman Asset Management, Inc. | 1,134 | $189.0K | 0.17% | +1,134 | New |
| Whipplewood Advisors, LLC | 1,114 | $185.6K | 0.11% | +1,114 | New |
| Bell Investment Advisors, Inc | 1,096 | $182.6K | 0.03% | +1+0.1% | Added |
| Dunhill Financial, LLC | 1,079 | $179.9K | 0.08% | +495+84.8% | Added |
| Elgethun Capital Management | 1,062 | $177.0K | 0.04% | +183+20.8% | Added |
| New England Capital Financial Advisors LLC | 1,061 | $176.8K | 0.09% | +64+6.4% | Added |
| Cranbrook Wealth Management, LLC | 1,055 | $175.8K | 0.04% | 00.0% | Unchanged |
| Stance Capital LLC | 1,043 | $173.8K | 0.11% | +1,043 | New |
| Vermillion & White Wealth Management Group, LLC | 1,040 | $173.3K | 0.13% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1,038 | $173.0K | 0.09% | +1,038 | New |
| Fortitude Family Office, LLC | 1,036 | $172.6K | 0.06% | +148+16.7% | Added |
| Roxbury Financial LLC | 911 | $168.5K | 0.16% | +911 | New |
| REAP Financial Group, LLC | 1,003 | $167.1K | 0.04% | +108+12.1% | Added |
| Hall Laurie J Trustee | 1,000 | $167.0K | 0.05% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 1,000 | $166.6K | 0.03% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 1,000 | $166.6K | 0.10% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 978 | $163.0K | 0.04% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 977 | $162.8K | 0.15% | +977 | New |
| Provenance Wealth Advisors, LLC | 969 | $161.5K | 0.02% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 76,439 | $160.3K | 0.15% | +76,439 | New |
| City State Bank | 950 | $158.3K | 0.06% | 00.0% | Unchanged |
| First Pacific Financial | 901 | $150.1K | 0.03% | +510+130.4% | Added |
| Virtus Investment Advisers, Inc. | 900 | $150.0K | 0.12% | +900 | New |
| PMV Capital Advisers, LLC | 900 | $150.0K | 0.40% | +900 | New |
| Bridge Generations Wealth Management LLC | 900 | $150.0K | 0.10% | +900 | New |
| Pension & Wealth Management Advisors, Inc. | 898 | $149.7K | 0.06% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 894 | $149.0K | 0.14% | +894 | New |
| Holos Integrated Wealth LLC | 894 | $149.0K | 0.10% | +894 | New |
| Bruce G. Allen Investments, LLC | 893 | $148.8K | 0.12% | −437−32.9% | Reduced |
| Abound Wealth Management | 882 | $146.9K | 0.05% | +5+0.6% | Added |
| Wiser Advisor Group LLC | 877 | $146.2K | 0.21% | +2+0.2% | Added |
| PSI Advisors, LLC | 872 | $145.2K | 0.04% | −112−11.4% | Reduced |
| Frazier Financial Advisors, LLC | 864 | $144.2K | 0.11% | −159−15.5% | Reduced |
| Fairscale Capital, LLC | 847 | $141.1K | 0.12% | +122+16.8% | Added |
| Safe Harbor Fiduciary, LLC | 844 | $140.6K | 0.14% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 839 | $139.8K | 0.05% | −95−10.2% | Reduced |
| Standard Family Office LLC | 833 | $138.8K | 0.17% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 832 | $138.7K | 0.08% | +832 | New |
| Gould Capital, LLC | 822 | $137.0K | 0.10% | −31−3.6% | Reduced |
| DecisionPoint Financial, LLC | 805 | $134.1K | 0.04% | +180+28.8% | Added |
| Stuart Chaussee & Associates, Inc. | 800 | $133.3K | 0.03% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 800 | $133.3K | 0.09% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 796 | $132.6K | 0.06% | −2,250−73.9% | Reduced |
| True Wealth Design, LLC | 788 | $131.3K | 0.05% | +293+59.2% | Added |
| Paladin Advisory Group, LLC | 787 | $131.1K | 0.10% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 771 | $128.5K | 0.01% | +771 | New |
| Olistico Wealth, LLC | 761 | $126.8K | 0.07% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 755 | $125.8K | 0.05% | +585+344.1% | Added |
| Bay Harbor Wealth Management, LLC | 747 | $124.5K | 0.04% | +94+14.4% | Added |
| Mascoma Wealth Management LLC | 730 | $121.6K | 0.03% | +29+4.1% | Added |
| Strengthening Families & Communities, LLC | 717 | $120.0K | 0.07% | −117−14.0% | Reduced |
| Boyd Watterson Asset Management LLC | 719 | $119.8K | 0.03% | 00.0% | Unchanged |
| Natixis Investment Managers International | 710 | $118.3K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 705 | $117.5K | 0.09% | +705 | New |
| Crowley Wealth Management, Inc. | 700 | $116.6K | 0.10% | +700 | New |
| Householder Group Estate & Retirement Specialist, LLC | 655 | $109.0K | 0.08% | −1,279−66.1% | Reduced |
| Bellevue Group AG | 654 | $109.0K | 0.00% | +30+4.8% | Added |
| Ameriflex Group, Inc. | 630 | $107.1K | 0.05% | +630 | New |