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 Form 13F filings. 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 2026Polen Capital ManagementSell-2,161,2395,024,257$739,118,451
Q1 2026Cantillon Capital ManagementBuy422,5081,283,185$188,769,345
Q1 2026First Eagle U.S. ValueBuy144,9068,435,178$1,240,898,976
Q1 2026Sequoia Financial AdvisorsSell-104,844115,670$17,016,261
Q1 2026Hillman Value FundSell-52,63416,109$2,369,795
Q1 2026Parnassus Endeavor FundBuy48,8592,146,719$315,803,832
Q1 2026Jensen Investment ManagementSell-3,583120,790$17,769,417
Q1 2026Lountzis Asset ManagementBuy3,31192,776$13,648,277
Q1 2026Mairs & Power Growth FundBuy2,10030,718$4,518,925
Q1 2026Cullen Value FundBuy1,9984,481$659,145
Q1 2026Gardner Russo & QuinnBuy1253,600$529,596
Q1 2026Ariel Appreciation FundSell-1716,367$2,407,749
Q4 2025Polen Capital ManagementSell-2,103,1427,185,496$1,400,525,092
Q4 2025Renaissance Technologies LLCSell-1,060,8931,639$323,168
Q4 2025First Eagle U.S. ValueSell-549,1418,290,272$1,615,856,947
Q4 2025Parnassus Endeavor FundSell-302,5722,097,860$408,893,893
Q4 2025Jensen Investment ManagementSell-18,062124,373$24,241,541
Q4 2025Mairs & Power Growth FundBuy11,00628,618$5,577,934
Q4 2025Cantillon Capital ManagementBuy6,419860,677$167,754,554
Q4 2025Sequoia Financial AdvisorsBuy1,992220,514$42,980,457
Q4 2025Cullen Value FundBuy1,1772,483$492,943
Q4 2025Lountzis Asset ManagementSell-66989,465$17,437,623
Q4 2025Ariel Appreciation FundSell-1816,384$3,193,405
Q3 2025Polen Capital ManagementSell-2,694,5669,288,638$2,612,336,546
Q3 2025First Eagle U.S. ValueSell-2,309,1538,839,413$2,485,996,484
Q3 2025Parnassus Endeavor FundSell-383,0432,400,432$675,097,496
Q3 2025Causeway Capital ManagementSell-110,877166,409$46,800,949
Q3 2025Eagle Capital ManagementSell-58,49420,000$5,624,800
Q3 2025Ariel Appreciation FundSell-15,48316,402$4,612,898
Q3 2025Cantillon Capital ManagementSell-9,315854,258$240,251,520

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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