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 2020Mairs & Power Growth FundBuy16126,936$1,608
Q3 2020Vulcan Value PartnersSell-4,559,412613,812$36,645
Q3 2020Polen Capital ManagementBuy112,332614,183$36,667
Q3 2020Causeway Capital ManagementSell-892,3651,170,847$69,900
Q3 2020First Eagle U.S. ValueSell-120,71029,595,962$1,766,879
Q3 2020Jensen Investment ManagementSell-3,085,723192,283$11,479
Q3 2020Yacktman Asset ManagementSell-251,1841,958,785$116,939
Q3 2020Sound Shore ManagementSell-330,4242,318,626$138,422
Q3 2020Hancock Classic ValueSell-278,4612,762,420$164,916
Q2 2020Lountzis Asset ManagementBuy65,71665,716$3,632
Q2 2020Eagle Capital ManagementSell-6,156,556112,573$6,222
Q2 2020Ariel Appreciation FundSell-18,576160,179$8,853
Q2 2020Sequoia Financial AdvisorsSell-21,7590$990
Q2 2020Lindsell TrainBuy18,60018,600$1,028
Q2 2020Olstein Capital ManagementSell-8,70095,000$5,251
Q2 2020Polen Capital ManagementBuy184,281501,851$27,737
Q2 2020Renaissance Technologies LLCBuy75,700944,432$52,199
Q2 2020Causeway Capital ManagementSell-1,364,5012,063,212$114,034
Q2 2020Vulcan Value PartnersBuy1,509,1515,173,224$285,924
Q2 2020First Eagle U.S. ValueSell-680,41829,716,672$1,642,440
Q2 2020Yacktman Asset ManagementSell-3,240,8182,209,969$122,145
Q2 2020Jensen Investment ManagementSell-14,6103,278,006$181,175
Q2 2020Sound Shore ManagementBuy254,5742,649,050$146,413
Q2 2020Hancock Classic ValueSell-786,2513,040,881$168,069
Q1 2020Eagle Capital ManagementSell-9,280,4496,269,129$302,987
Q1 2020Ariel Appreciation FundSell-17,502178,755$8,639
Q1 2020Sequoia Financial AdvisorsBuy1,10221,759$1,052
Q1 2020Mairs & Power Growth FundSell-57326,775$1,294
Q1 2020Olstein Capital ManagementBuy20,700103,700$5,012
Q1 2020Polen Capital ManagementBuy104,987317,570$15,348

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.