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 quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2022 | Jensen Investment Management | Sell | -4,060 | 179,260 | $14,830 |
| Q1 2022 | Yacktman Asset Management | Sell | -350,010 | 1,426,134 | $117,984 |
| Q1 2022 | Sound Shore Management | Buy | 454,067 | 1,684,978 | $139,398 |
| Q1 2022 | Hancock Classic Value | Buy | 4,345 | 2,435,895 | $201,522 |
| Q4 2021 | Ariel Appreciation Fund | Buy | 3,236 | 101,680 | $8,868 |
| Q4 2021 | Sequoia Financial Advisors | Buy | 13,198 | 18,982 | $1,655 |
| Q4 2021 | Mairs & Power Growth Fund | Buy | 1,546 | 27,642 | $2,411 |
| Q4 2021 | Olstein Capital Management | Sell | -12,000 | 51,000 | $4,448 |
| Q4 2021 | Causeway Capital Management | Buy | 34,367 | 233,576 | $20,370 |
| Q4 2021 | Renaissance Technologies LLC | Buy | 849,700 | 1,794,132 | $156,466 |
| Q4 2021 | First Eagle U.S. Value | Sell | -522,140 | 25,720,505 | $2,243,085 |
| Q4 2021 | Jensen Investment Management | Sell | -400 | 183,320 | $15,987 |
| Q4 2021 | Yacktman Asset Management | Sell | -56,626 | 1,776,144 | $154,898 |
| Q4 2021 | Sound Shore Management | Sell | -43,712 | 1,230,911 | $107,348 |
| Q4 2021 | Hancock Classic Value | Sell | -515,284 | 2,431,550 | $212,055 |
| Q3 2021 | Ariel Appreciation Fund | Sell | -53,612 | 98,444 | $8,577 |
| Q3 2021 | Lountzis Asset Management | Sell | -1 | 65,191 | $5,680,091 |
| Q3 2021 | Polen Capital Management | Sell | -7,752 | 4,216 | $367 |
| Q3 2021 | Sequoia Financial Advisors | Sell | -14,712 | 5,784 | $504 |
| Q3 2021 | Olstein Capital Management | Sell | -5,000 | 63,000 | $5,489 |
| Q3 2021 | Causeway Capital Management | Sell | -517,718 | 199,209 | $17,357 |
| Q3 2021 | First Eagle U.S. Value | Sell | -614,781 | 26,242,645 | $2,286,522 |
| Q3 2021 | Yacktman Asset Management | Sell | -44,215 | 1,832,770 | $159,689 |
| Q3 2021 | Sound Shore Management | Buy | 90,536 | 1,274,623 | $111,058 |
| Q3 2021 | Hancock Classic Value | Sell | -344,658 | 2,946,834 | $256,758 |
| Q2 2021 | Torray Fund | Sell | -83,605 | 155,247 | $12,084 |
| Q2 2021 | Lountzis Asset Management | Sell | -20 | 65,192 | $5,074 |
| Q2 2021 | Eagle Capital Management | Sell | -34,079 | 78,494 | $6,110 |
| Q2 2021 | Ariel Appreciation Fund | Sell | -12,400 | 152,056 | $11,836 |
| Q2 2021 | Sequoia Financial Advisors | Sell | -411 | 20,496 | $1,595 |
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.