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
Q3 2024Lountzis Asset ManagementSell-6560,946$10,385,198
Q3 2024Mairs & Power Growth FundSell-35512,735$2,170,044
Q3 2024Ariel Appreciation FundSell-5,17655,244$9,413,578
Q3 2024Sequoia Financial AdvisorsBuy80,293210,362$35,845,732
Q3 2024Causeway Capital ManagementSell-100,592397,356$67,709,501
Q3 2024Cantillon Capital ManagementSell-27,593912,384$155,470,234
Q3 2024Appaloosa ManagementSell-426,6061,573,394$268,106,338
Q3 2024Parnassus Endeavor FundSell-1,179,1397,143,996$1,217,336,918
Q3 2024Polen Capital ManagementBuy8,763,7518,767,967$1,494,061,519
Q3 2024First Eagle U.S. ValueSell-45,11814,083,656$2,399,854,936
Q3 2024Sound Shore ManagementSell-250,009424,316$72,303,446
Q3 2024Yacktman Asset ManagementSell-236,580646,955$110,241,132
Q3 2024Cullen Value FundBuy11,433$244,202
Q2 2024Ariel Appreciation FundSell-1,09060,420$8,531,304
Q2 2024Jensen Investment ManagementSell-2,976149,084$21,050,661
Q2 2024Matrix Private Capital GroupSell-2,6241,535$216,742
Q2 2024Mairs & Power Growth FundSell-12,94413,090$1,848,308
Q2 2024Sequoia Financial AdvisorsBuy13,186130,069$18,365,743
Q2 2024Causeway Capital ManagementBuy68,927497,948$70,310,262
Q2 2024Cantillon Capital ManagementSell-47,975939,977$132,724,753
Q2 2024Appaloosa ManagementSell-300,0002,000,000$282,400,000
Q2 2024Parnassus Endeavor FundSell-210,7878,323,135$1,175,226,662
Q2 2024First Eagle U.S. ValueSell-68,41514,128,774$1,994,982,893
Q2 2024Yacktman Asset ManagementSell-26,500883,535$124,755,142
Q2 2024Sound Shore ManagementSell-21,492674,325$95,214,690
Q2 2024Cullen Value FundBuy1,4321,432$202,138
Q1 2024Gardner Russo & QuinnSell-223,475$436,495
Q1 2024Renaissance Technologies LLCBuy132,2001,062,532$133,465
Q1 2024Mairs & Power Growth FundBuy7426,034$3,270,131
Q1 2024Sequoia Financial AdvisorsSell-25,991116,883$14,681,649

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.