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
Q3 2025Lindsell TrainSell-8,5009,000$2,531,160
Q3 2025Mairs & Power Growth FundBuy3,33717,612$4,953,199
Q3 2025Jensen Investment ManagementSell-2,774142,435$40,058,419
Q3 2025Lountzis Asset ManagementSell-20790,134$25,349,286
Q3 2025Sequoia Financial AdvisorsSell-73218,522$61,457,253
Q3 2025Cullen Value FundBuy11,306$373,786
Q2 2025First Eagle U.S. ValueSell-1,134,61511,148,566$2,437,410,954
Q2 2025Polen Capital ManagementSell-625,89711,983,204$2,619,887,945
Q2 2025Appaloosa ManagementSell-550,000150,000$32,794,500
Q2 2025Causeway Capital ManagementSell-214,547277,286$60,622,912
Q2 2025Parnassus Endeavor FundSell-49,6062,783,475$608,551,140
Q2 2025Cantillon Capital ManagementSell-25,222863,573$188,802,965
Q2 2025Sequoia Financial AdvisorsBuy8,460218,595$47,791,372
Q2 2025Ariel Appreciation FundSell-6,12331,885$6,971,018
Q2 2025Yacktman Asset ManagementSell-5,338105,828$23,137,176
Q2 2025Jensen Investment ManagementSell-1,880145,209$31,747,044
Q2 2025Lindsell TrainSell-1,70017,500$3,826,025
Q2 2025Mairs & Power Growth FundBuy49014,275$3,120,943
Q2 2025Cullen Value FundSell-1561,305$285,351
Q2 2025Eagle Capital ManagementSell-14678,494$17,161,143
Q1 2025Polen Capital ManagementBuy1,885,37012,609,101$1,762,878,461
Q1 2025Appaloosa ManagementSell-700,000700,000$97,867,000
Q1 2025Parnassus Endeavor FundSell-606,1652,833,081$396,093,055
Q1 2025Causeway Capital ManagementBuy201,220491,833$68,763,215
Q1 2025Yacktman Asset ManagementSell-61,486111,166$15,542,118
Q1 2025Lountzis Asset ManagementBuy29,78690,341$12,660,388
Q1 2025Cantillon Capital ManagementSell-28,720888,795$124,262,429
Q1 2025First Eagle U.S. ValueBuy6,23112,283,181$1,717,311,477
Q1 2025Ariel Appreciation FundSell-3,75538,008$5,313,898
Q1 2025Sequoia Financial AdvisorsSell-1,754210,135$29,379,020

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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