Oracle (ORCL) Held by Superinvestors
ORACLE CORP (ORCL) is currently held by 17 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $1.97B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
First Eagle U.S. Value is currently the largest disclosed institutional shareholder of ORCL tracked by InsiderSet, reporting ownership valued at approximately $1.25B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.07B, representing an estimated loss of -13.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed ORCL value among the investors covered in this analysis. Major shareholders include First Eagle U.S. Value, Polen Capital Management, Sound Shore Management, and several other long-term asset managers with concentrated positions in ORACLE CORP (ORCL).
This page ranks the largest institutional ORCL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| First Eagle U.S. Value | Jean-Marie Eveillard | 2.05% | 8,516,878 | $1,248,148,495 | $1,074,489,328 | -$173,659,167 | -13.91% |
| Polen Capital Management | David M. Polen | 4.51% | 3,574,259 | $523,807,723 | $450,928,515 | -$72,879,208 | -13.91% |
| Sound Shore Management | Harry Burn | 2.05% | 454,708 | $66,637,457 | $57,365,961 | -$9,271,496 | -13.91% |
| Parnassus Endeavor Fund | Parnassus Investments | 0.18% | 439,170 | $60,298,041 | $55,405,687 | -$4,892,354 | -8.11% |
| Jensen Investment Management | Eric H. Schoenstein | 0.42% | 118,394 | $17,350,641 | $14,936,587 | -$2,414,054 | -13.91% |
| Sequoia Financial Advisors | 0.08% | 109,489 | $16,045,641 | $13,813,132 | -$2,232,509 | -13.91% | |
| Cantillon Capital Management | William Von Mueffling | 2.32% | 105,457 | $15,454,723 | $13,304,455 | -$2,150,268 | -13.91% |
| Lountzis Asset Management | Paul Lountzis | 4.28% | 92,336 | $13,531,841 | $11,649,110 | -$1,882,731 | -13.91% |
| Eagle Capital Management | Ravenel Boykin Curry IV | 0.01% | 20,000 | $2,931,000 | $2,523,200 | -$407,800 | -13.91% |
| Ariel Appreciation Fund | John W. Rogers Jr. | 0.02% | 13,730 | $2,012,132 | $1,732,177 | -$279,955 | -13.91% |
| Mairs & Power Growth Fund | Andrew R. Adams | 0.02% | 13,643 | $1,999,382 | $1,721,201 | -$278,181 | -13.91% |
| Hillman Value Fund | Mark A. Hillman | 1.22% | 11,496 | $1,684,739 | $1,450,335 | -$234,404 | -13.91% |
| Lindsell Train | Michael Lindsell, Nick Train | 0.05% | 9,000 | $1,318,950 | $1,135,440 | -$183,510 | -13.91% |
| Cullen Value Fund | Jim Cullen | 0.08% | 4,977 | $683,769 | $627,898 | -$55,871 | -8.17% |
| Gardner Russo & Quinn | Thomas Russo | 0.00% | 2,715 | $397,883 | $342,524 | -$55,359 | -13.91% |
| Hancock Classic Value | Richard Pzena | 0.00% | 2,076 | $304,238 | $261,908 | -$42,330 | -13.91% |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 1,669 | $245,448 | $210,561 | -$34,887 | -14.21% |
Frequently asked questions about ORCL
Who are the largest superinvestors holding ORCL?
The largest superinvestors holding ORCL in the latest SEC Form 13F filings include First Eagle U.S. Value, Polen Capital Management, Sound Shore Management, Parnassus Endeavor Fund, and Jensen Investment Management. InsiderSet ranks these superinvestors by their latest reported ORCL position.
What does the ORCL superinvestors page include?
This page tracks ORCL positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. ORACLE CORP (ORCL) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold ORCL?
InsiderSet currently tracks 17 superinvestors reporting ORCL holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own ORCL.
How much ORCL stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $1.97B in ORCL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were ORCL superinvestor holdings last updated?
The latest ORCL superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor ORCL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its ORCL position after the reporting date.
Are superinvestors buying or selling ORCL?
Buying and selling can be analyzed by comparing ORCL positions across consecutive 13F reporting periods. InsiderSet's ORCL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ORCL ownership changes.
How have superinvestor ORCL holdings changed over time?
InsiderSet tracks ORCL holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.