ORACLE CORP (ORCL) Stock Institutional Trading Activity


ORACLE CORP (ORCL) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Polen Capital Management, Renaissance Technologies LLC, Jensen Investment Management, Mairs & Power Growth Fund, and Cantillon Capital Management. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q2 2025First Eagle U.S. ValueSell-1,134,61511,148,566$2,437,410,954
Q2 2025Polen Capital ManagementSell-625,89711,983,204$2,619,887,945
Q2 2025Yacktman Asset ManagementSell-5,338105,828$23,137,176
Q2 2025Cullen Value FundSell-1561,305$285,351
Q1 2025Lountzis Asset ManagementBuy29,78690,341$12,660,388
Q1 2025Jensen Investment ManagementSell-275147,089$20,564,513
Q1 2025Mairs & Power Growth FundBuy25513,785$1,927,281
Q1 2025Ariel Appreciation FundSell-3,75538,008$5,313,898
Q1 2025Eagle Capital ManagementBuy14678,640$10,994,658
Q1 2025Sequoia Financial AdvisorsSell-1,754210,135$29,379,020
Q1 2025Causeway Capital ManagementBuy201,220491,833$68,763,215
Q1 2025Appaloosa ManagementSell-700,000700,000$97,867,000
Q1 2025Cantillon Capital ManagementSell-28,720888,795$124,262,429
Q1 2025Parnassus Endeavor FundSell-606,1652,833,081$396,093,055
Q1 2025First Eagle U.S. ValueBuy6,23112,283,181$1,717,311,477
Q1 2025Polen Capital ManagementBuy1,885,37012,609,101$1,762,878,461
Q1 2025Yacktman Asset ManagementSell-61,486111,166$15,542,118
Q4 2024Lountzis Asset ManagementSell-39160,555$10,090,885
Q4 2024Jensen Investment ManagementSell-1,720147,364$24,556,737
Q4 2024Mairs & Power Growth FundBuy79513,530$2,254,639
Q4 2024Ariel Appreciation FundSell-13,48141,763$6,959,386
Q4 2024Sequoia Financial AdvisorsBuy1,527211,889$35,309,217
Q4 2024Causeway Capital ManagementSell-106,743290,613$48,427,848
Q4 2024Cantillon Capital ManagementBuy5,131917,515$152,894,700
Q4 2024Appaloosa ManagementSell-173,3941,400,000$233,296,000
Q4 2024Parnassus Endeavor FundSell-3,704,7503,439,246$573,115,953
Q4 2024Polen Capital ManagementBuy1,955,76410,723,731$1,787,002,544
Q4 2024First Eagle U.S. ValueSell-1,806,70612,276,950$2,045,830,921
Q4 2024Yacktman Asset ManagementSell-474,303172,652$28,770,729
Q4 2024Cullen Value FundBuy281,461$243,517

Frequently asked questions about ORCL activity

  • Which institutional owners are buying ORCL?

    Institutional owners buying ORCL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in ORCL activity?

    "Buy" means an investor increased their reported position in ORCL compared to the prior reporting period. This reflects growing exposure to ORACLE CORP (ORCL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in ORCL increasing?

    Institutional interest in ORCL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.