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All holdings

Oracle

ORCL

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
10
In their latest 13F (Q3 2026)
See who
Value held
$1.9bn
Combined value at quarter end
Last quarter
1 bought
7 sold or trimmed
Fund portfolios
3
Funds holding it
See which
Price at Q2 ’26 end
$146.55
-0.4% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+20.7%Q3 ’24
-2.2%Q4 ’24
-16.1%Q1 ’25
+56.4%Q2 ’25
+28.6%Q3 ’25
-30.7%Q4 ’25
-24.5%Q1 ’26
-0.4%Q2 ’26
Q3 ’24: +20.7%; Q4 ’24: -2.2%; Q1 ’25: -16.1%; Q2 ’25: +56.4%; Q3 ’25: +28.6%; Q4 ’25: -30.7%; Q1 ’26: -24.5%; Q2 ’26: -0.4%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

10Q4 ’23
11Q1 ’24
11Q2 ’24
12Q3 ’24
12Q4 ’24
12Q1 ’25
12Q2 ’25
10Q3 ’25
10Q4 ’25
10Q1 ’26
10Q2 ’26
0Q3 ’26
Q4 ’23: 10; Q1 ’24: 11; Q2 ’24: 11; Q3 ’24: 12; Q4 ’24: 12; Q1 ’25: 12; Q2 ’25: 12; Q3 ’25: 10; Q4 ’25: 10; Q1 ’26: 10; Q2 ’26: 10; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Oracle.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Oracle
Polen Capital Management4.5%$524m$524mTrimmed -29%8 qtrs
Cantillon Capital Management2.3%$15.5m$15.5mTrimmed -92%10 qtrs
First Eagle Investment Management2.0%$1.2bn$1.2bnAdded +1.0%53 qtrs
Weitz Investment Management0.6%$8.1m$8.1mUnchanged53 qtrs
Jensen Investment Management0.4%$17.4m$17.4mTrimmed -2.0%53 qtrs
Harris Associates (Oakmark)0.1%$95.4m$95.4mTrimmed -12%53 qtrs
Davis Selected Advisers0.1%$11.0m$11.0mTrimmed -6.8%53 qtrs
Lindsell Train0.1%$1.3m$1.3mUnchanged25 qtrs
Mairs & Power0.0%$2.0m$2.0mTrimmed -56%53 qtrs
Gardner Russo & Quinn0.0%$398k$398kTrimmed -25%25 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Oracle
Bought or soldFiling
29 Sep 2026Rusckowski Stephen HDirector▲ Bought25,000$139.35$3.5mForm 4
22 Sep 2026Sicilia Michael D.Chief Executive Officer▼ Sold22,562$151.59$3.4mForm 4
22 Sep 2026Smith MariaEVP, Chief Accounting Officer▼ Sold2,631$151.70$399kForm 4
16 Sep 2026Sicilia Michael D.Chief Executive Officer▼ Sold10,882$139.94$1.5mForm 4

About the company

Sector
Technology · Services-Prepackaged Software
Financial year ends
31 May
Shares outstanding
3.02bn at 7 Sep 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$38bnMay ’14
$37bnMay ’16
$39bnMay ’18
$39bnMay ’20
$42bnMay ’22
$53bnMay ’24
$67bnMay ’26
May ’14: $38bn; May ’15: $38bn; May ’16: $37bn; May ’17: $38bn; May ’18: $39bn; May ’19: $40bn; May ’20: $39bn; May ’21: $40bn; May ’22: $42bn; May ’23: $50bn; May ’24: $53bn; May ’25: $57bn; May ’26: $67bn
Oracle revenue and net income by year
YearRevenueNet income
Year to May 2026$67bn$17bn
Year to May 2025$57bn$12bn
Year to May 2024$53bn$10bn
Year to May 2023$50bn$8.5bn
Year to May 2022$42bn$6.7bn
Year to May 2021$40bn$14bn
Year to May 2020$39bn$10bn
Year to May 2019$40bn$11bn
Year to May 2018$39bn$3.6bn
Year to May 2017$38bn$9.5bn
Year to May 2016$37bn$8.9bn
Year to May 2015$38bn$9.9bn
Year to May 2014$38bn$11bn

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.

In fund portfolios

US-registered funds run by these managers that hold Oracle, from their latest N-PORT filings.

Funds holding Oracle
Weitz Large Cap Equity FundWeitz Investment Management1.3%$8.1m30 Jun 2026
First Eagle Global FundFirst Eagle Investment Management1.2%$912m31 Jul 2026
Polen Global Growth FundPolen Capital Management0.9%$969k31 Jul 2026