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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- ORACLE CORP (ORCL) stock institutional ownership
- ORACLE CORP (ORCL) stock insider trading activity
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| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2024 | Causeway Capital Management | Buy | 195,445 | 429,021 | $53,917,111 |
| Q1 2024 | Cantillon Capital Management | Sell | -4,297,154 | 987,952 | $124,096,651 |
| Q1 2024 | Appaloosa Management | Buy | 975,000 | 2,300,000 | $288,903,000 |
| Q1 2024 | Parnassus Endeavor Fund | Sell | -6,065,980 | 8,533,922 | $1,071,945,943 |
| Q1 2024 | First Eagle U.S. Value | Sell | -4,321,271 | 14,197,189 | $1,783,308,915 |
| Q1 2024 | Yacktman Asset Management | Sell | -455,163 | 910,035 | $114,309,496 |
| Q1 2024 | Sound Shore Management | Sell | -36,227 | 695,817 | $87,401,574 |
| Q4 2023 | Gardner Russo & Quinn | Sell | -121 | 3,497 | $368,689 |
| Q4 2023 | Lountzis Asset Management | Sell | -524 | 61,011 | $6,432,390 |
| Q4 2023 | Ariel Appreciation Fund | Buy | 3,051 | 61,510 | $6,484,999 |
| Q4 2023 | Jensen Investment Management | Sell | -5,200 | 152,060 | $16,031,686 |
| Q4 2023 | Renaissance Technologies LLC | Sell | -464,900 | 930,332 | $98,085 |
| Q4 2023 | Mairs & Power Growth Fund | Sell | -149 | 25,960 | $2,736,963 |
| Q4 2023 | Scion Asset Management | Buy | 50,000 | 50,000 | $5,271,500 |
| Q4 2023 | Hancock Classic Value | Sell | -547,480 | 115,138 | $12,138,999 |
| Q4 2023 | Sequoia Financial Advisors | Buy | 98,744 | 142,874 | $15,063,299 |
| Q4 2023 | Appaloosa Management | Buy | 1,325,000 | 1,325,000 | $139,694,750 |
| Q4 2023 | Parnassus Endeavor Fund | Buy | 2,191,342 | 14,599,902 | $1,539,267,668 |
| Q4 2023 | First Eagle U.S. Value | Sell | -53,257 | 18,518,460 | $1,952,401,270 |
| Q4 2023 | Yacktman Asset Management | Sell | -11,501 | 1,365,198 | $143,932,825 |
| Q4 2023 | Sound Shore Management | Buy | 167,529 | 732,044 | $77,179,399 |
| Q3 2023 | Gardner Russo & Quinn | Buy | 13 | 3,618 | $383,219 |
| Q3 2023 | Ariel Appreciation Fund | Sell | -3,048 | 58,459 | $6,191,977 |
| Q3 2023 | Jensen Investment Management | Sell | -440 | 157,260 | $16,656,979 |
| Q3 2023 | Mairs & Power Growth Fund | Sell | -2,346 | 26,109 | $2,765,465 |
| Q3 2023 | Bill & Melinda Gates Foundation Trust | Buy | 39,800 | 39,800 | $4,215,616 |
| Q3 2023 | Sequoia Financial Advisors | Buy | 2,159 | 44,130 | $4,674,213 |
| Q3 2023 | Parnassus Endeavor Fund | Sell | -200,126 | 12,408,560 | $1,314,314,675 |
| Q3 2023 | First Eagle U.S. Value | Sell | -163,852 | 18,571,717 | $1,967,116,265 |
| Q3 2023 | Yacktman Asset Management | Sell | -12,248 | 1,376,699 | $145,819,958 |
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.