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 2023Sound Shore ManagementSell-2,709564,515$59,793,429
Q3 2023Hancock Classic ValueSell-1,217,349662,618$70,184,499
Q2 2023Lountzis Asset ManagementSell-1,83761,535$7,112
Q2 2023Gardner Russo & QuinnSell-3953,605$429,319
Q2 2023Ariel Appreciation FundSell-8,34361,507$7,324,869
Q2 2023Jensen Investment ManagementSell-1,945157,700$18,780,493
Q2 2023Mairs & Power Growth FundSell-91228,455$3,388,706
Q2 2023Sequoia Financial AdvisorsBuy8,99941,971$4,998,382
Q2 2023Parnassus Endeavor FundSell-21,48012,608,686$1,501,568,416
Q2 2023First Eagle U.S. ValueSell-1,939,05718,735,569$2,231,218,912
Q2 2023Yacktman Asset ManagementSell-9,0731,388,947$165,409,698
Q2 2023Sound Shore ManagementSell-644,575567,224$67,550,706
Q2 2023Hancock Classic ValueSell-159,5481,879,967$223,885,270
Q1 2023Jensen Investment ManagementSell-5,615159,645$14,449,469
Q1 2023Olstein Capital ManagementSell-31,00046,000$4,274
Q1 2023Lindsell TrainBuy60019,200$1,784,064
Q1 2023Mairs & Power Growth FundBuy1,78829,367$2,728,782
Q1 2023Sequoia Financial AdvisorsBuy10232,972$3,063,773
Q1 2023Parnassus Endeavor FundBuy750,33112,630,166$1,173,595,025
Q1 2023First Eagle U.S. ValueSell-36,23220,674,626$1,921,086,248
Q1 2023Yacktman Asset ManagementSell-33,5141,398,020$129,904,018
Q1 2023Sound Shore ManagementSell-99,2091,211,799$112,600,363
Q1 2023Hancock Classic ValueSell-4,2142,039,515$189,511,734
Q4 2022Lountzis Asset ManagementSell-1,62963,372$5,610
Q4 2022Ariel Appreciation FundSell-19,92769,850$5,709,539
Q4 2022Jensen Investment ManagementBuy315165,260$13,508,392
Q4 2022Olstein Capital ManagementBuy22,00077,000$6,294
Q4 2022Sequoia Financial AdvisorsBuy12,62132,870$2,686,772
Q4 2022Parnassus Endeavor FundSell-56,80511,879,835$971,057,713
Q4 2022First Eagle U.S. ValueSell-5,212,85920,710,858$1,692,905,533

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.