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 |
|---|---|---|---|---|---|
| Burton Enright Welch | 4,643 | $649.1K | 0.13% | +245+5.6% | Added |
| JPL Wealth Management, LLC | 4,642 | $649.0K | 0.19% | −118−2.5% | Reduced |
| Clarity Wealth Advisors, LLC | 4,633 | $647.7K | 0.18% | −26−0.6% | Reduced |
| Lodestone Wealth Management LLC | 4,616 | $645.4K | 0.34% | +3+0.1% | Added |
| McLean Asset Management Corp | 5,177 | $644.6K | 0.21% | −270−5.0% | Reduced |
| AustralianSuper Pty Ltd | 4,604 | $643.7K | 0.00% | +4,604 | New |
| Quadrant Private Wealth Management, LLC | 4,596 | $642.5K | 0.16% | +31+0.7% | Added |
| Smith, Salley & Associates | 4,592 | $642.0K | 0.04% | +412+9.9% | Added |
| Sentry Investment Management LLC | 5,051 | $642.0K | 0.44% | −1,509−23.0% | Reduced |
| GK Wealth Management LLC | 4,592 | $642.0K | 0.80% | −137−2.9% | Reduced |
| Bank & Trust Co | 4,589 | $641.6K | 0.52% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 4,580 | $640.3K | 0.13% | −174−3.7% | Reduced |
| Wealth Effects LLC | 4,579 | $640.2K | 0.27% | −1,560−25.4% | Reduced |
| Accredited Wealth Management, LLC | 4,565 | $638.2K | 0.54% | +47+1.0% | Added |
| Callahan Advisors, LLC | 4,553 | $636.5K | 0.06% | −3,753−45.2% | Reduced |
| Trilogy Capital Inc. | 4,548 | $635.8K | 0.03% | +104+2.3% | Added |
| Certified Advisory Corp | 4,546 | $635.5K | 0.07% | −54−1.2% | Reduced |
| Magnolia Capital Advisors LLC | 4,540 | $634.7K | 0.17% | −53−1.2% | Reduced |
| Fortress Private Ledger, LLC | 4,540 | $634.7K | 0.35% | +867+23.6% | Added |
| Monticello Wealth Management, LLC | 4,536 | $634.2K | 0.05% | +839+22.7% | Added |
| CoreFirst Bank & Trust | 4,536 | $634.2K | 0.41% | −30−0.7% | Reduced |
| Financial Perspectives, Inc | 4,534 | $634.0K | 0.22% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 4,527 | $632.9K | 0.02% | +4,527 | New |
| Fielder Capital Group LLC | 4,525 | $632.6K | 0.18% | +50+1.1% | Added |
| MFA Wealth Services | 4,520 | $632.0K | 0.52% | −211−4.5% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,519 | $631.8K | 0.67% | +525+13.1% | Added |
| Morey & Quinn Wealth Partners, LLC | 4,515 | $631.2K | 0.52% | +376+9.1% | Added |
| Renaissance Group LLC | 4,501 | $629.3K | 0.03% | −265−5.6% | Reduced |
| Bramshill Investments, LLC | 4,500 | $629.1K | 0.06% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 4,484 | $626.9K | 0.03% | −198−4.2% | Reduced |
| Tranquilli Financial Advisor LLC | 4,479 | $626.2K | 0.40% | −1,148−20.4% | Reduced |
| Cromwell Holdings LLC | 4,478 | $626.1K | 0.40% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 4,474 | $625.5K | 0.06% | +3,143+236.1% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,391 | $623.4K | 0.05% | −298−6.4% | Reduced |
| World Equity Group, Inc. | 4,299 | $623.2K | 0.18% | −4,005−48.2% | Reduced |
| Byrne Financial Freedom, LLC | 4,448 | $621.9K | 0.35% | +500+12.7% | Added |
| Phoenix Wealth Advisors | 4,448 | $621.9K | 0.27% | −27−0.6% | Reduced |
| Armbruster Capital Management, Inc. | 4,427 | $618.9K | 0.12% | −51−1.1% | Reduced |
| FourThought Financial Partners, LLC | 4,426 | $618.8K | 0.06% | +171+4.0% | Added |
| Mystic Asset Management, Inc. | 4,422 | $618.2K | 0.16% | +475+12.0% | Added |
| Aviso Wealth Management | 4,419 | $617.8K | 0.33% | +64+1.5% | Added |
| Wendell David Associates Inc | 4,411 | $617.0K | 0.06% | 00.0% | Unchanged |
| BankPlus Trust Department | 4,406 | $616.0K | 0.21% | +647+17.2% | Added |
| Old Port Advisors | 4,401 | $615.4K | 0.18% | +964+28.0% | Added |
| Tyler-Stone Wealth Management | 4,399 | $615.0K | 0.11% | −76−1.7% | Reduced |
| Heartwood Wealth Advisors LLC | 4,393 | $614.2K | 0.07% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 4,388 | $613.5K | 0.22% | +10+0.2% | Added |
| Retirement Income Solutions, Inc | 4,386 | $613.2K | 0.13% | 00.0% | Unchanged |
| Claret Asset Management Corp | – | $612.0K | 0.09% | – | – |
| Beck Mack & Oliver LLC | 4,374 | $611.5K | 0.01% | +357+8.9% | Added |
| Financial Partners Group, Inc | 4,368 | $610.7K | 0.09% | +4+0.1% | Added |
| Roof Eidam & Maycock | 4,367 | $610.5K | 0.16% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 4,360 | $609.6K | 0.09% | 00.0% | Unchanged |
| Campion Asset Management LLC | 4,360 | $609.6K | 0.47% | 00.0% | Unchanged |
| Onefund, LLC | 4,337 | $606.4K | 0.62% | +8+0.2% | Added |
| Flynn Zito Capital Management, LLC | 4,333 | $605.8K | 0.28% | +71+1.7% | Added |
| Northstar Asset Management LLC | 4,333 | $605.8K | 0.15% | −1,325−23.4% | Reduced |
| Charter Trust Co | 4,323 | $604.4K | 0.04% | −151−3.4% | Reduced |
| IFG Advisory, LLC | 4,310 | $602.6K | 0.03% | +1,044+32.0% | Added |
| Wharton Business Group, LLC | 4,308 | $602.0K | 0.03% | −50−1.1% | Reduced |
| Invenio Wealth Partners LLC | 4,300 | $601.2K | 0.25% | −350−7.5% | Reduced |
| Birch Capital Management, LLC | 4,296 | $600.6K | 0.31% | −479−10.0% | Reduced |
| HHM Wealth Advisors, LLC | 4,292 | $600.1K | 0.08% | +273+6.8% | Added |
| Lodestar Private Asset Management LLC | 4,291 | $599.9K | 0.08% | −139−3.1% | Reduced |
| Garrett Investment Advisors LLC | 4,286 | $599.2K | 0.06% | +307+7.7% | Added |
| Rebalance, LLC | 4,285 | $599.1K | 0.04% | +235+5.8% | Added |
| X-Square Capital, LLC | 4,274 | $598.0K | 0.26% | +586+15.9% | Added |
| Arista Wealth Management, LLC | 4,275 | $597.7K | 0.14% | −10−0.2% | Reduced |
| Fairvoy Private Wealth, LLC | 4,271 | $597.2K | 0.16% | +12+0.3% | Added |
| Ironwood Financial, llc | 4,270 | $597.0K | 0.13% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 4,254 | $594.7K | 0.51% | +9+0.2% | Added |
| Charter Research & Investment Group, Inc. | 4,249 | $594.1K | 0.45% | 00.0% | Unchanged |
| Broyhill Asset Management | 4,238 | $592.5K | 0.48% | 00.0% | Unchanged |
| Stonehearth Capital Management, LLC | 4,238 | $592.5K | 0.25% | +1,675+65.4% | Added |
| B&L Asset Management LLC | 4,235 | $592.1K | 0.39% | +575+15.7% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 4,223 | $590.4K | 1.16% | +20+0.5% | Added |
| Wealth Group, Ltd. | 4,223 | $590.0K | 0.38% | +34+0.8% | Added |
| Versor Investments LP | 4,220 | $590.0K | 0.10% | +4,220 | New |
| Shorepoint Capital Partners LLC | 4,208 | $588.3K | 0.13% | −280−6.2% | Reduced |
| Caliber Wealth Management, LLC | 4,179 | $584.2K | 0.08% | +4,179 | New |
| Act Two Investors LLC | 4,177 | $584.0K | 0.12% | −2,075−33.2% | Reduced |
| Pure Portfolios Holdings LLC | 4,175 | $583.7K | 0.21% | −511−10.9% | Reduced |
| Forza Wealth Management, LLC | 4,174 | $583.6K | 0.26% | +25+0.6% | Added |
| Ade, LLC | 4,159 | $581.5K | 0.33% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 4,158 | $581.4K | 0.13% | +165+4.1% | Added |
| Red Tortoise LLC | 4,152 | $580.5K | 0.30% | −157−3.6% | Reduced |
| Alteri Wealth LLC | 4,150 | $580.2K | 0.26% | +31+0.8% | Added |
| Hurlow Wealth Management Group, Inc. | 4,149 | $580.1K | 0.18% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 4,146 | $580.0K | 0.16% | −3−0.1% | Reduced |
| Onyx Financial Advisors, LLC | 4,134 | $578.0K | 0.31% | +16+0.4% | Added |
| Quantum Private Wealth, LLC | 4,132 | $577.8K | 0.22% | +145+3.6% | Added |
| Vista Cima Wealth Management LLC | 4,131 | $577.6K | 0.62% | +106+2.6% | Added |
| Lester Murray Antman dba SimplyRich | 4,113 | $575.0K | 0.17% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4,107 | $574.2K | 0.14% | +14+0.3% | Added |
| E&G Advisors, LP | 4,100 | $573.2K | 0.16% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 4,099 | $573.1K | 0.16% | +28+0.7% | Added |
| Sax Wealth Advisors, LLC | 4,097 | $572.8K | 0.04% | +110+2.8% | Added |
| KPP Advisory Services LLC | 4,089 | $571.7K | 0.11% | +96+2.4% | Added |
| Manuka Financial, LLC | 4,078 | $570.2K | 0.37% | +4+0.1% | Added |
| High Falls Advisors, Inc | 4,071 | $569.2K | 0.13% | +99+2.5% | Added |