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, Hancock Classic Value, First Eagle U.S. Value, and Parnassus Endeavor Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
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
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

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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