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, Q1 2025
Institutional positions in Oracle Corp as of Mar 31, 2025. 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
- 3,259
- −33 vs. Q4 2024
- Shares held
- 1.23B
- +14.3M (+1.2%) vs. Q4 2024
- Total value
- $171.9B
- −$30.6B (−15.1%) vs. Q4 2024
- New holders
- 217
- 1,437 more added
- Sold out
- 250
- 1,206 more reduced
64 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Oracle Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 17,040 | $2.38M | 0.20% | −2,072−10.8% | Reduced |
| Claro Advisors LLC | 17,075 | $2.39M | 0.32% | +2,138+14.3% | Added |
| GSB Wealth Management, LLC | 17,161 | $2.40M | 0.63% | −458−2.6% | Reduced |
| Ameritas Investment Partners, Inc. | 17,175 | $2.40M | 0.08% | −411−2.3% | Reduced |
| Brooks, Moore & Associates, Inc. | 17,250 | $2.41M | 1.36% | +525+3.1% | Added |
| Northstar Advisory Group, LLC | 17,340 | $2.42M | 1.58% | −1,813−9.5% | Reduced |
| Capula Management Ltd | 17,354 | $2.43M | 0.02% | +14,630+537.1% | Added |
| Empower Advisory Group, LLC | 17,451 | $2.44M | 0.01% | +385+2.3% | Added |
| Cable Hill Partners, LLC | 17,384 | $2.45M | 0.24% | +484+2.9% | Added |
| QV Investors Inc. | 17,515 | $2.45M | 0.25% | −7,250−29.3% | Reduced |
| Avantax Planning Partners, Inc. | 17,562 | $2.46M | 0.09% | −2,957−14.4% | Reduced |
| HF Advisory Group, LLC | 17,579 | $2.46M | 1.07% | +2,475+16.4% | Added |
| EverSource Wealth Advisors, LLC | 17,582 | $2.46M | 0.14% | +2,855+19.4% | Added |
| Scientech Research LLC | 17,630 | $2.46M | 0.65% | +17,630 | New |
| Confluence Wealth Services, Inc. | 18,788 | $2.47M | 0.16% | +7,408+65.1% | Added |
| Centric Wealth Management | 17,668 | $2.47M | 0.65% | −80.0% | Reduced |
| Harbor Investment Advisory, LLC | 17,699 | $2.47M | 0.24% | −604−3.3% | Reduced |
| Exane Asset Management | 16,423 | $2.48M | 1.44% | +5,275+47.3% | Added |
| Atomi Financial Group, Inc. | 17,751 | $2.48M | 0.11% | +848+5.0% | Added |
| Verus Capital Partners, LLC | 17,763 | $2.48M | 0.25% | +496+2.9% | Added |
| Y.D. More Investments Ltd | 17,768 | $2.48M | 0.22% | +1,173+7.1% | Added |
| Arbor Trust Wealth Advisors, LLC | 17,770 | $2.48M | 1.17% | +641+3.7% | Added |
| Westwood Holdings Group Inc. | 17,815 | $2.49M | 0.02% | +13,751+338.4% | Added |
| Eagle Rock Investment Company, LLC | 17,825 | $2.49M | 0.43% | +62+0.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 17,890 | $2.50M | 0.89% | +1,405+8.5% | Added |
| Bollard Group LLC | 17,949 | $2.51M | 0.07% | +38+0.2% | Added |
| Pacific Sage Partners, LLC | 17,977 | $2.51M | 0.57% | −209−1.1% | Reduced |
| SWS Partners | 18,043 | $2.52M | 0.83% | +318+1.8% | Added |
| Harbour Capital Advisors, LLC | 18,421 | $2.53M | 0.62% | −1,280−6.5% | Reduced |
| JGP Wealth Management, LLC | 18,093 | $2.53M | 0.33% | −789−4.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 18,123 | $2.53M | 0.17% | −5,653−23.8% | Reduced |
| S-Bank Fund Management Ltd | 18,149 | $2.54M | 0.48% | +18,149 | New |
| Wealth Alliance | 18,219 | $2.55M | 0.31% | +1,736+10.5% | Added |
| Stance Capital LLC | 18,255 | $2.55M | 1.89% | +17,212+1,650.2% | Added |
| GFG Capital, LLC | 18,259 | $2.55M | 0.78% | −3,129−14.6% | Reduced |
| Fidelis Capital Partners, LLC | 18,452 | $2.56M | 0.27% | +2,592+16.3% | Added |
| PDS Planning, Inc | 18,286 | $2.56M | 0.22% | +706+4.0% | Added |
| Meiji Yasuda Life Insurance Co | 18,335 | $2.56M | 0.05% | −1,509−7.6% | Reduced |
| Altfest L J & Co Inc | 18,350 | $2.57M | 0.32% | +2,835+18.3% | Added |
| CoreCap Advisors, LLC | 18,412 | $2.57M | 0.11% | +1,122+6.5% | Added |
| Qtron Investments LLC | 18,458 | $2.58M | 0.39% | −2,110−10.3% | Reduced |
| Trust Asset Management LLC | 18,491 | $2.59M | 0.21% | +593+3.3% | Added |
| Scott & Selber, Inc. | 18,508 | $2.59M | 0.83% | +90.0% | Added |
| Catherine Avery Investment Management LLC | 18,533 | $2.59M | 2.32% | −562−2.9% | Reduced |
| Spire Wealth Management | 18,540 | $2.59M | 0.08% | −675−3.5% | Reduced |
| L & S Advisors Inc | 18,597 | $2.60M | 0.32% | +2,421+15.0% | Added |
| Venturi Wealth Management, LLC | 18,714 | $2.62M | 0.14% | −514−2.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,576 | $2.62M | 0.40% | −458−2.4% | Reduced |
| L.M. Kohn & Company | 18,728 | $2.62M | 0.68% | −238−1.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 18,740 | $2.62M | 0.34% | +142+0.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 18,747 | $2.62M | 0.35% | +207+1.1% | Added |
| Bowen Hanes & Co Inc | 18,758 | $2.62M | 0.07% | +50+0.3% | Added |
| Ssa Swiss Advisors AG | 18,865 | $2.63M | 1.35% | +18,865 | New |
| Insight Wealth Strategies, LLC | 18,818 | $2.63M | 0.35% | +6,640+54.5% | Added |
| Sowell Financial Services LLC | 18,832 | $2.63M | 0.12% | −6,946−26.9% | Reduced |
| Field & Main Bank | 18,840 | $2.63M | 0.93% | −55−0.3% | Reduced |
| Westmount Partners, LLC | 18,858 | $2.64M | 0.80% | −122−0.6% | Reduced |
| Midland Wealth Advisors LLC | 18,887 | $2.64M | 0.16% | −872−4.4% | Reduced |
| Cabot Wealth Management Inc | 18,941 | $2.65M | 0.34% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 18,946 | $2.65M | 1.43% | −800−4.1% | Reduced |
| Fiduciary Family Office, LLC | 18,997 | $2.66M | 0.88% | +18,997 | New |
| Wynn Capital, LLC | 19,050 | $2.66M | 1.58% | −50.0% | Reduced |
| TCG Advisory Services, LLC | 19,051 | $2.66M | 0.11% | +595+3.2% | Added |
| Lindbrook Capital, LLC | 19,053 | $2.66M | 0.25% | +816+4.5% | Added |
| Kingswood Wealth Advisors, LLC | 19,018 | $2.66M | 0.24% | +99+0.5% | Added |
| Peak Financial Advisors LLC | 19,071 | $2.67M | 1.36% | +19,071 | New |
| Fragasso Group Inc. | 19,113 | $2.67M | 0.20% | −9,911−34.1% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 19,134 | $2.68M | 1.05% | −4,698−19.7% | Reduced |
| Wealth Alliance Advisory Group, LLC | 19,156 | $2.68M | 0.56% | +490+2.6% | Added |
| Washington Trust Co | 19,174 | $2.68M | 0.10% | +1,129+6.3% | Added |
| Legacy Financial Advisors, Inc. | 19,180 | $2.68M | 0.45% | +219+1.2% | Added |
| Portfolio Design Labs, LLC | 19,189 | $2.68M | 0.55% | +19,189 | New |
| Lindsell Train LtdSuperinvestorLindsell Train | 19,200 | $2.68M | 0.07% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 19,242 | $2.69M | 0.12% | +751+4.1% | Added |
| Eads & Heald Wealth Management | 19,261 | $2.69M | 1.37% | −810−4.0% | Reduced |
| Abacus Wealth Partners, LLC | 19,292 | $2.70M | 0.41% | −107−0.6% | Reduced |
| Fred Alger Management, LLC | 19,300 | $2.70M | 0.02% | −8,028−29.4% | Reduced |
| Pitcairn Co | 19,310 | $2.70M | 0.16% | +1,556+8.8% | Added |
| Davis R M Inc | 19,373 | $2.71M | 0.05% | +390+2.1% | Added |
| Institute for Wealth Management, LLC. | 19,380 | $2.71M | 0.35% | −671−3.3% | Reduced |
| Change Path, LLC | 19,577 | $2.74M | 0.08% | −2,463−11.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 19,650 | $2.75M | 1.08% | +66+0.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 19,701 | $2.75M | 0.84% | +18,058+1,099.1% | Added |
| Level Four Advisory Services, LLC | 19,723 | $2.76M | 0.11% | +3,261+19.8% | Added |
| IHT Wealth Management, LLC | 19,719 | $2.76M | 0.09% | +740+3.9% | Added |
| Legacy Trust | 19,757 | $2.76M | 0.67% | +36+0.2% | Added |
| Sanders Morris Harris LLC | 19,485 | $2.76M | 0.43% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 19,769 | $2.76M | 1.08% | −234−1.2% | Reduced |
| Louisbourg Investments Inc. | 22,259 | $2.77M | 0.75% | +2,420+12.2% | Added |
| Atala Financial Inc | 19,840 | $2.77M | 2.08% | −100−0.5% | Reduced |
| KKM Financial LLC | 19,966 | $2.79M | 1.18% | −4,034−16.8% | Reduced |
| Game Plan Financial Advisors, LLC | 19,993 | $2.80M | 1.36% | +25+0.1% | Added |
| Personal Cfo Solutions, LLC | 20,006 | $2.80M | 0.57% | +2,656+15.3% | Added |
| Thematics Asset Management | 20,010 | $2.80M | 0.14% | −7,159−26.3% | Reduced |
| HBK Sorce Advisory LLC | 20,027 | $2.80M | 0.08% | +632+3.3% | Added |
| Aspiriant, LLC | 20,066 | $2.81M | 0.10% | +305+1.5% | Added |
| TrueMark Investments, LLC | 20,091 | $2.81M | 0.74% | −14,512−41.9% | Reduced |
| Smartleaf Asset Management LLC | 19,959 | $2.81M | 0.27% | +1,119+5.9% | Added |
| Arcadia Investment Management Corp | 20,160 | $2.82M | 0.51% | −750−3.6% | Reduced |
| Lighthouse Investment Partners, LLC | 20,279 | $2.84M | 0.13% | +5,539+37.6% | Added |