ORACLE CORP (ORCL) Institutional Ownership Changes & 13F Activity

ORACLE CORP (ORCL) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Polen Capital Management, Cantillon Capital Management, First Eagle U.S. Value, Sequoia Financial Advisors, and Hillman Value Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2025Jensen Investment ManagementSell-275147,089$20,564,513
Q1 2025Mairs & Power Growth FundBuy25513,785$1,927,281
Q1 2025Eagle Capital ManagementBuy14678,640$10,994,658
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 2024Appaloosa ManagementSell-173,3941,400,000$233,296,000
Q4 2024Causeway Capital ManagementSell-106,743290,613$48,427,848
Q4 2024Ariel Appreciation FundSell-13,48141,763$6,959,386
Q4 2024Cantillon Capital ManagementBuy5,131917,515$152,894,700
Q4 2024Jensen Investment ManagementSell-1,720147,364$24,556,737
Q4 2024Sequoia Financial AdvisorsBuy1,527211,889$35,309,217
Q4 2024Mairs & Power Growth FundBuy79513,530$2,254,639
Q4 2024Lountzis Asset ManagementSell-39160,555$10,090,885
Q4 2024Cullen Value FundBuy281,461$243,517
Q3 2024Polen Capital ManagementBuy8,763,7518,767,967$1,494,061,519
Q3 2024Parnassus Endeavor FundSell-1,179,1397,143,996$1,217,336,918
Q3 2024Appaloosa ManagementSell-426,6061,573,394$268,106,338
Q3 2024Sound Shore ManagementSell-250,009424,316$72,303,446
Q3 2024Yacktman Asset ManagementSell-236,580646,955$110,241,132
Q3 2024Causeway Capital ManagementSell-100,592397,356$67,709,501
Q3 2024Sequoia Financial AdvisorsBuy80,293210,362$35,845,732
Q3 2024First Eagle U.S. ValueSell-45,11814,083,656$2,399,854,936
Q3 2024Cantillon Capital ManagementSell-27,593912,384$155,470,234
Q3 2024Ariel Appreciation FundSell-5,17655,244$9,413,578
Q3 2024Mairs & Power Growth FundSell-35512,735$2,170,044
Q3 2024Lountzis Asset ManagementSell-6560,946$10,385,198
Q3 2024Cullen Value FundBuy11,433$244,202
Q2 2024Appaloosa ManagementSell-300,0002,000,000$282,400,000

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.

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