First Eagle Investment's ORCL Position Overview
First Eagle Investment (via First Eagle Investment Management, LLC) currently holds 8.52 M shares of Oracle Corporation (ORCL) worth $1.25 B, representing 2.08% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 226 quarters.
Based on 13F filings since 2013, First Eagle Investment has maintained a long-term strategic position in ORCL, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2013, adding 4.71 M shares. Largest reduction occurred in Q2 2013, reducing 2.74 B shares.
Analysis based on 13F filings available since 2013 Q2
First Eagle Investment's Oracle Corporation (ORCL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Oracle Corporation (ORCL) Trades by First Eagle Investment
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +81,700 | Add 0.97% | 8.52 M | $146.55 |
| Q1 2026 | +144,906 | Add 1.75% | 8.44 M | $147.11 |
| Q4 2025 | -549,141 | Reduce 6.21% | 8.29 M | $194.91 |
| Q3 2025 | -2.31 M | Reduce 20.71% | 8.84 M | $281.24 |
| Q2 2025 | -1.13 M | Reduce 9.24% | 11.15 M | $218.63 |
| Q1 2025 | +6,231 | Add 0.05% | 12.28 M | $139.81 |
| Q4 2024 | -1.81 M | Reduce 12.83% | 12.28 M | $166.64 |
| Q3 2024 | -45,118 | Reduce 0.32% | 14.08 M | $170.40 |
| Q2 2024 | -68,415 | Reduce 0.48% | 14.13 M | $141.20 |
| Q1 2024 | -4.32 M | Reduce 23.33% | 14.2 M | $125.61 |
| Q4 2023 | -53,257 | Reduce 0.29% | 18.52 M | $105.43 |
| Q3 2023 | -163,852 | Reduce 0.87% | 18.57 M | $105.92 |
| Q2 2023 | -1.94 M | Reduce 9.38% | 18.74 M | $119.09 |
| Q1 2023 | -36,232 | Reduce 0.17% | 20.67 M | $92.92 |
| Q4 2022 | -5.21 M | Reduce 20.11% | 20.71 M | $81.74 |
| Q3 2022 | +1,752 | Add 0.01% | 25.92 M | $61.07 |
| Q2 2022 | -2,855 | Reduce 0.01% | 25.92 M | $69.87 |
| Q1 2022 | +204,315 | Add 0.79% | 25.92 M | $82.73 |
| Q4 2021 | -522,140 | Reduce 1.99% | 25.72 M | $87.21 |
| Q3 2021 | -614,781 | Reduce 2.29% | 26.24 M | $87.13 |
| Q2 2021 | -825,178 | Reduce 2.98% | 26.86 M | $77.84 |
| Q1 2021 | -554,054 | Reduce 1.96% | 27.68 M | $70.17 |
| Q4 2020 | -1.36 M | Reduce 4.59% | 28.24 M | $64.69 |
| Q3 2020 | -120,710 | Reduce 0.41% | 29.6 M | $59.70 |
| Q2 2020 | -680,418 | Reduce 2.24% | 29.72 M | $55.27 |
| Q1 2020 | -480,526 | Reduce 1.56% | 30.4 M | $48.33 |
| Q4 2019 | -478,436 | Reduce 1.53% | 30.88 M | $52.98 |
| Q3 2019 | -751,590 | Reduce 2.34% | 31.36 M | $55.03 |
| Q2 2019 | -135,071 | Reduce 0.42% | 32.11 M | $56.97 |
| Q1 2019 | -3.82 M | Reduce 10.59% | 32.24 M | $53.71 |
| Q4 2018 | -1.19 M | Reduce 3.19% | 36.06 M | $45.15 |
| Q3 2018 | -3.92 M | Reduce 9.52% | 37.25 M | $51.56 |
| Q2 2018 | +320,424 | Add 0.78% | 41.17 M | $44.06 |
| Q1 2018 | +109,107 | Add 0.27% | 40.85 M | $45.75 |
| Q4 2017 | +60,287 | Add 0.15% | 40.74 M | $47.28 |
| Q3 2017 | -1.04 M | Reduce 2.49% | 40.68 M | $48.35 |
| Q2 2017 | +482,220 | Add 1.17% | 41.72 M | $50.14 |
| Q1 2017 | +1.47 M | Add 3.69% | 41.24 M | $44.61 |
| Q4 2016 | +388,487 | Add 0.99% | 39.77 M | $38.45 |
| Q3 2016 | -1.12 M | Reduce 2.76% | 39.38 M | $39.28 |
| Q2 2016 | +694,698 | Add 1.75% | 40.5 M | $40.93 |
| Q1 2016 | +403,425 | Add 1.02% | 39.8 M | $40.91 |
| Q4 2015 | +1.3 M | Add 3.41% | 39.4 M | $36.53 |
| Q3 2015 | -10,561 | Reduce 0.03% | 38.1 M | $36.12 |
| Q2 2015 | +511,906 | Add 1.36% | 38.11 M | $40.30 |
| Q1 2015 | +3.59 M | Add 10.56% | 37.6 M | $43.15 |
| Q4 2014 | +65,102 | Add 0.19% | 34.01 M | $44.97 |
| Q3 2014 | +685,438 | Add 2.06% | 33.94 M | $38.28 |
| Q2 2014 | +42,839 | Add 0.13% | 33.26 M | $40.53 |
| Q1 2014 | +1.14 M | Add 3.56% | 33.22 M | $40.91 |
| Q4 2013 | +4.71 M | Add 17.20% | 32.07 M | $38.26 |
| Q3 2013 | +3.95 M | Add 16.88% | 27.37 M | $33.17 |
| Q2 2013 | +23.41 M | Add 0.00% | 23.41 M | $30.72 |
| Q1 1970 | +2.76 B | Add 0.00% | 2.76 B | $0.45 |
First Eagle Investment's Oracle Corporation Investment FAQs
First Eagle Investment first purchased Oracle Corporation (ORCL) in Q1 1970, acquiring 2,759,468,472 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
First Eagle Investment has held Oracle Corporation (ORCL) for 226 quarters since Q1 1970.
First Eagle Investment's largest addition to Oracle Corporation (ORCL) was in Q1 1970, adding 2,759,468,472 shares worth $1.25 B.
According to the latest 13F filing for Q2 2026, First Eagle Investment's firm, First Eagle Investment Management, LLC, owns 8,516,878 shares of Oracle Corporation (ORCL), valued at approximately $1.25 B.
As of the Q2 2026 filing, Oracle Corporation (ORCL) represents approximately 2.08% of First Eagle Investment's publicly disclosed stock portfolio, making it one of their key holdings.
First Eagle Investment's peak holding in Oracle Corporation (ORCL) was 2,759,468,472 shares, as reported at the end of Q1 1970.