ORACLE CORP (ORCL)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
168
Reporting holders
$370.2M
Reported value
0.8%
Calls
1.1%
Puts
-3,378
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Douglas Lane & Associates, LLC | $37.1M | 270,248 | 0.50% | 32q | -9.5%-$3.9M |
| Violich Capital Management, Inc. | $21.7M | 158,203 | 2.34% | 32q | -10.8%-$2.6M |
| VALLEY WEALTH MANAGERS, INC. | $20.3M | 147,787 | 1.15% | 32q | +5.2%+$999.7K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $19.3M | 140,800 | 1.28% | 32q | -0.9%-$183.4K |
| Farther Finance Advisors, LLC | $18.1M | 132,055 | 0.13% | 16q | +3.0%+$536.3K |
| Venture Visionary Partners LLC | $14.5M | 105,168 | 0.38% | 25q | +6.9%+$936.4K |
| EASTERN BANK | $13.4M | 97,559 | 0.20% | 32q | -65.3%-$25.2M |
| Valeo Financial Advisors, LLC | $11.6M | 84,692 | 0.25% | 32q | +5.0%+$550.7K |
| CapWealth Advisors, LLC | $10.6M | 77,134 | 0.80% | 10q | -7.2%-$825.2K |
| Wedmont Private Capital | $9.1M | 67,377 | 0.22% | 20q | +3.5%+$312.2K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $8.8M | 63,820 | 0.76% | 20q | -7.7%-$726.3K |
| SPRING CAPITAL MANAGEMENT, LLC | $8.3M | 60,246 | 3.97% | 20q | +1.9%+$152.3K |
| YHB Investment Advisors, Inc. | $8.1M | 58,859 | 0.51% | 32q | -6.0%-$518.0K |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $7.9M | 57,890 | 0.18% | 17q | -11.4%-$1.0M |
| CenterStar Asset Management, LLC | $6.9M | options only | 1.63% | 2q | OPTIONS |
| GAMMA Investing LLC | $6.7M | 49,150 | 0.23% | 12q | -6.0%-$427.4K |
| TOTH FINANCIAL ADVISORY CORP | $6.5M | 47,458 | 0.65% | 32q | -5.7%-$393.9K |
| Bill Few Associates, Inc. | $5.9M | 43,310 | 1.23% | 20q | -2.4%-$147.9K |
| Iowa State Bank | $4.9M | 35,791 | 0.83% | 32q | +1.4%+$67.7K |
| Coastline Trust Co | $4.7M | 34,126 | 0.44% | 32q | -9.5%-$491.1K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $3.7M | 26,974 | 0.27% | 32q | -0.8%-$31.4K |
| Breakwater Capital Group | $3.6M | 25,984 | 0.42% | 16q | -6.1%-$232.7K |
| CoreCap Advisors, LLC | $3.3M | 24,187 | 0.10% | 19q | -39.0%-$2.1M |
| Stonebridge Financial Group, LLC | $3.2M | 23,587 | 0.24% | 8q | +12.0%+$347.2K |
| MOODY NATIONAL BANK TRUST DIVISION | $3.2M | 23,038 | 0.26% | 32q | +49.6%+$1.0M |
| CHICKASAW CAPITAL MANAGEMENT LLC | $3.2M | 22,953 | 0.11% | 32q | -2.8%-$90.1K |
| AVITY INVESTMENT MANAGEMENT INC. | $3.1M | 22,285 | 0.19% | 32q | -87.7%-$21.9M |
| M.E. ALLISON & CO., INC. | $2.9M | 21,039 | 1.62% | 6q | +35.2%+$752.4K |
| ALKEME WEALTH, LLC | $2.8M | 20,657 | 1.07% | 32q | -0.6%-$17.2K |
| Bell Asset Management Ltd | $2.8M | 20,546 | 1.02% | 32q | -16.7%-$566.9K |
| MassMutual Private Wealth & Trust, FSB | $2.8M | 20,425 | 0.07% | 32q | -8.5%-$262.1K |
| Apella Capital, LLC | $2.6M | 18,216 | 0.03% | 21q | +13.0%+$300.2K |
| Mirador Capital Partners LP | $2.5M | 18,174 | 0.29% | 32q | -1.2%-$29.1K |
| Grove Bank & Trust | $2.3M | 16,741 | 0.23% | 25q | -17.0%-$469.2K |
| Stokes Capital Advisors, LLC | $2.3M | 16,736 | 0.50% | 9q | -35.8%-$1.3M |
| Capital Planning LLC | $2.2M | 16,010 | 0.58% | 24q | HELD |
| Avidian Wealth Enterprises, LLC | $2.1M | 15,483 | 0.06% | 24q | -15.4%-$385.7K |
| Parrish Capital LLC | $2.1M | 15,113 | 2.02% | 4q | +8.4%+$160.4K |
| Cooper Financial Group | $2.0M | 14,511 | 0.16% | 16q | -8.5%-$184.1K |
| Everhart Financial Group, Inc. | $1.8M | 13,453 | 0.11% | 22q | -9.9%-$203.9K |
| Ridgewood Investments LLC | $1.8M | 12,841 | 0.65% | 31q | +16.2%+$245.4K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $1.7M | 12,589 | 0.34% | 24q | -5.2%-$94.6K |
| CENTRAL BANK & TRUST CO | $1.7M | 12,483 | 0.24% | 32q | HELD |
| Atlas Brown,Inc. | $1.7M | 12,378 | 0.45% | 32q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $1.5M | 11,211 | 0.09% | 16q | -2.6%-$40.8K |
| HF Advisory Group, LLC | $1.5M | 10,733 | 0.44% | 15q | -11.0%-$183.0K |
| Boltwood Capital Management | $1.4M | 10,435 | 0.32% | 32q | HELD |
| PARK NATIONAL CORP /OH/ | $1.4M | 10,343 | 0.04% | 32q | -4.9%-$72.5K |
| Gradient Investments LLC | $1.4M | 10,102 | 0.02% | 32q | +1.7%+$23.5K |
| TITLEIST ASSET MANAGEMENT, LLC | $1.4M | 9,949 | 0.09% | 11q | +8.8%+$110.3K |
| SAPIENT CAPITAL LLC | $1.3M | 9,743 | 0.02% | 12q | -46.2%-$1.1M |
| ROCKLAND TRUST CO | $1.3M | 9,480 | 0.05% | 32q | -40.1%-$871.4K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $1.3M | 9,249 | 0.02% | 32q | -6.2%-$84.3K |
| Peoples Bank/KS | $1.2M | 9,098 | 1.22% | 13q | +12.7%+$140.7K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $1.2M | 8,451 | 0.83% | 4q | -27.1%-$431.2K |
| Greenfield Savings Bank | $1.1M | 8,113 | 0.42% | 18q | -3.3%-$37.6K |
| Davis Capital Management | $1.1M | 8,050 | 0.66% | 13q | -1.4%-$16.2K |
| Hamilton Capital, LLC | $1.1M | 7,656 | 0.06% | 24q | -6.3%-$71.1K |
| Byrne Asset Management LLC | $1.1M | 7,613 | 0.59% | 20q | -0.5%-$5.5K |
| TOMPKINS FINANCIAL CORP | $1.0M | 7,638 | 0.07% | 31q | -5.2%-$57.0K |
| BOS Asset Management, LLC | $1.0M | 7,633 | 0.24% | 6q | -4.3%-$47.2K |
| DOLIVER ADVISORS, LP | $1.0M | 7,418 | 0.22% | 4q | +10.7%+$98.2K |
| Bath Savings Trust Co | $1.0M | 7,390 | 0.11% | 32q | HELD |
| RHODES INVESTMENT ADVISORS INC /ADV | $1.0M | 7,355 | 0.72% | 3q | +100.0%+$504.9K |
| Montecito Bank & Trust | $973.7K | 7,092 | 0.15% | 31q | -17.7%-$208.8K |
| Paragon Capital Management Ltd | $972.6K | 7,084 | 0.18% | 25q | -1.5%-$14.6K |
| RIVERSEDGE ADVISORS, LLC | $942.9K | 6,867 | 0.12% | 7q | +125.4%+$524.6K |
| Whalen Wealth Management Inc. | $893.8K | 6,510 | 0.38% | 4q | -27.2%-$333.9K |
| Graves Light Lenhart Wealth, Inc. | $882.8K | 6,430 | 0.08% | 32q | -4.0%-$36.4K |
| AMERICAN NATIONAL BANK & TRUST | $867.5K | 6,318 | 0.08% | 29q | +7.6%+$61.0K |
| Investment Partners Asset Management, Inc. | $802.5K | 5,845 | 0.43% | 12q | -0.7%-$5.4K |
| TLWM | $798.0K | 5,812 | 0.13% | 4q | -3.6%-$29.5K |
| DAVIDSON TRUST CO | $792.2K | 5,770 | 0.31% | 28q | -2.5%-$20.5K |
| Exchange Bank | $777.0K | 5,659 | 0.48% | 14q | -1.3%-$10.2K |
| Versant Capital Management, Inc | $770.1K | 5,609 | 0.07% | 32q | -12.2%-$107.0K |
| New Covenant Trust Company, N.A. | $672.9K | 4,901 | 0.47% | 11q | +14.3%+$84.0K |
| FELL CAPITAL MANAGEMENT /ADV | $661.2K | 4,816 | 0.57% | 4q | -6.3%-$44.6K |
| Bank of New Hampshire | $648.9K | 4,726 | 0.14% | 22q | -55.8%-$819.1K |
| Emprise Bank | $642.8K | 4,682 | 0.25% | 11q | HELD |
| Bank & Trust Co | $635.1K | 4,626 | 0.40% | 10q | HELD |
| Wisconsin Wealth Advisors, LLC | $623.3K | 4,540 | 0.52% | 8q | +0.7%+$4.5K |
| VISTA INVESTMENT PARTNERS LLC | $617.0K | 4,494 | 0.16% | 12q | -0.5%-$3.3K |
| DIVERSIFIED MANAGEMENT INC | $606.8K | 4,419 | 0.11% | 4q | -9.9%-$67.0K |
| Heartwood Wealth Advisors LLC | $603.3K | 4,394 | 0.05% | 28q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $602.1K | 4,385 | 0.41% | 4q | +3.5%+$20.2K |
| Rosenberg Matthew Hamilton | $597.3K | 4,350 | 0.11% | 27q | +2.1%+$12.1K |
| Crumly & Associates Inc. | $596.2K | 4,342 | 0.11% | 4q | +32.5%+$146.1K |
| Sound Income Strategies, LLC | $582.6K | 4,293 | 0.03% | 32q | -10.0%-$64.5K |
| GK Wealth Management LLC | $580.1K | 4,225 | 0.33% | 2q | -12.0%-$79.1K |
| Kaydan Wealth Management, Inc. | $558.0K | 4,064 | 0.19% | 20q | -1.1%-$6.3K |
| LifeGoal Investments, LLC | $543.8K | 3,961 | 0.17% | 2q | +179.5%+$349.3K |
| CHAPIN DAVIS, INC. | $540.4K | 3,936 | 0.10% | 16q | -3.3%-$18.7K |
| Weaver Consulting Group | $517.7K | 3,771 | 0.10% | 16q | +35.8%+$136.6K |
| ECLECTIC ASSOCIATES INC /ADV | $491.9K | 3,583 | 0.05% | 24q | HELD |
| DLK Investment Management, LLC | $489.1K | 3,562 | 0.18% | 10q | +137.8%+$283.4K |
| ATWOOD & PALMER INC | $464.6K | 3,384 | 0.02% | 32q | HELD |
| PRIVATE CLIENT SERVICES, LLC | $451.5K | 3,288 | 0.12% | 10q | -3.0%-$13.7K |
| Bullock Wealth Management Group | $450.5K | 3,263 | 0.19% | 11q | +0.9%+$4.1K |
| Allen Mooney & Barnes Investment Advisors LLC | $450.0K | 3,277 | 0.07% | 16q | HELD |
| TILIA FIDUCIARY PARTNERS, INC. | $449.1K | 3,272 | 0.10% | 7q | +100.7%+$225.4K |
Showing the largest 100 of 175 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-24 | HENLEY JEFFREY | Vice Chairman | Sold | 400,000 | $63.7M ×11 |
| 2026-09-29 | RUSCKOWSKI STEPHEN H | Director | Bought | 25,000 | $3.5M |
| 2026-09-22 | Sicilia Michael D. | Chief Executive Officer | Sold | 22,562 | $3.4M |
| 2026-04-16 | Levey Stuart | EVP, Chief Legal Officer | Sold | 15,000 | $2.6M |
| 2026-09-16 | Sicilia Michael D. | Chief Executive Officer | Sold | 10,882 | $1.5M |
| 2026-09-22 | Smith Maria | EVP, Chief Accounting Officer | Sold | 2,631 | $399.1K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 168 | $370.2M | 2,645,223 | 4 | 44 | 82 | 1.9% |
| Q2 2026 | 3,546 | $235.4B | 1,404,168,805 | 210 | 1,410 | 1,217 | 12.4% |
| Q1 2026 | 3,499 | $207.8B | 1,228,973,005 | 148 | 1,386 | 1,321 | 13.1% |
| Q4 2025 | 3,800 | $273.2B | 1,257,340,141 | 174 | 1,290 | 1,479 | 10.3% |
| Q3 2025 | 3,848 | $392.8B | 1,293,147,882 | 352 | 1,347 | 1,449 | 7.4% |
| Q2 2025 | 3,644 | $288.3B | 1,248,944,427 | 494 | 1,206 | 1,179 | 5.2% |
| Q1 2025 | 3,269 | $179.3B | 1,232,647,941 | 179 | 1,286 | 1,091 | 3.9% |
| Q4 2024 | 3,360 | $213.2B | 1,235,727,088 | 169 | 1,129 | 1,063 | 3.5% |
| Q3 2024 | 3,093 | $221.9B | 1,254,277,258 | 246 | 1,054 | 1,010 | 3.5% |
| Q2 2024 | 2,937 | $180.8B | 1,241,793,489 | 202 | 1,060 | 926 | 3.0% |
| Q1 2024 | 2,826 | $163.9B | 1,263,747,420 | 239 | 918 | 970 | 3.3% |
| Q4 2023 | 2,709 | $135.0B | 1,238,358,951 | 163 | 906 | 851 | 3.3% |
| Q3 2023 | 2,539 | $129.3B | 1,178,141,318 | 117 | 877 | 860 | 3.5% |
| Q2 2023 | 2,582 | $144.1B | 1,169,786,624 | 264 | 732 | 950 | 3.5% |
| Q1 2023 | 2,369 | $113.1B | 1,220,228,618 | 154 | 706 | 855 | 2.5% |
| Q4 2022 | 2,309 | $97.2B | 1,157,832,538 | 208 | 641 | 809 | 2.8% |
| Q3 2022 | 2,107 | $70.9B | 1,129,144,256 | 90 | 708 | 701 | 2.7% |
| Q2 2022 | 2,197 | $80.5B | 1,124,883,742 | 89 | 686 | 811 | 2.3% |
| Q1 2022 | 2,273 | $95.8B | 1,128,918,342 | 94 | 715 | 863 | 2.7% |
| Q4 2021 | 2,310 | $102.9B | 1,135,864,753 | 117 | 650 | 793 | 3.7% |
| Q3 2021 | 2,109 | $105.3B | 1,163,918,096 | 106 | 554 | 863 | 3.7% |
| Q2 2021 | 2,103 | $101.0B | 1,262,103,560 | 129 | 559 | 889 | 2.7% |
| Q1 2021 | 2,055 | $96.0B | 1,335,789,552 | 141 | 689 | 726 | 2.4% |
| Q4 2020 | 2,009 | $93.7B | 1,380,230,039 | 106 | 558 | 761 | 3.3% |
| Q3 2020 | 1,884 | $87.6B | 1,433,402,220 | 131 | 513 | 769 | 2.3% |
| Q2 2020 | 1,832 | $85.8B | 1,523,867,258 | 133 | 511 | 796 | 1.9% |
| Q1 2020 | 1,806 | $76.5B | 1,555,531,727 | 72 | 517 | 869 | 1.6% |
| Q4 2019 | 1,927 | $90.9B | 1,687,139,585 | 85 | 514 | 747 | 1.7% |
| Q3 2019 | 1,802 | $95.5B | 1,709,121,350 | 78 | 558 | 725 | 1.6% |
| Q2 2019 | 1,827 | $107.5B | 1,830,460,039 | 103 | 503 | 796 | 2.6% |
| Q1 2019 | 1,818 | $100.9B | 1,852,097,106 | 129 | 443 | 866 | 1.5% |
| Q4 2018 | 1,780 | $93.5B | 2,036,785,523 | 8 | 18 | 35 | 1.7% |