First Eagle Investment's ORCL Position Overview
First Eagle Investment (via First Eagle Investment Management, LLC) currently holds 8.8M shares of Oracle Corporation (ORCL) worth $2.49 B, representing 4.53% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 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 4.7M shares. Largest reduction occurred in Q4 2022, reducing 5.2M 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +23.41 M | Add 0.00% | 23.41 M | $30.72 |
| Q3 2013 | +3.95 M | Add 16.88% | 27.37 M | $33.17 |
| Q4 2013 | +4.71 M | Add 17.20% | 32.07 M | $38.26 |
| Q1 2014 | +1.14 M | Add 3.56% | 33.22 M | $40.91 |
| Q2 2014 | +42,839 | Add 0.13% | 33.26 M | $40.53 |
| Q3 2014 | +685,438 | Add 2.06% | 33.94 M | $38.28 |
| Q4 2014 | +65,102 | Add 0.19% | 34.01 M | $44.97 |
| Q1 2015 | +3.59 M | Add 10.56% | 37.6 M | $43.15 |
| Q2 2015 | +511,906 | Add 1.36% | 38.11 M | $40.30 |
| Q3 2015 | -10,561 | Reduce 0.03% | 38.1 M | $36.12 |
| Q4 2015 | +1.3 M | Add 3.41% | 39.4 M | $36.53 |
| Q1 2016 | +403,425 | Add 1.02% | 39.8 M | $40.91 |
| Q2 2016 | +694,698 | Add 1.75% | 40.5 M | $40.93 |
| Q3 2016 | -1.12 M | Reduce 2.76% | 39.38 M | $39.28 |
| Q4 2016 | +388,487 | Add 0.99% | 39.77 M | $38.45 |
| Q1 2017 | +1.47 M | Add 3.69% | 41.24 M | $44.61 |
| Q2 2017 | +482,220 | Add 1.17% | 41.72 M | $50.14 |
| Q3 2017 | -1.04 M | Reduce 2.49% | 40.68 M | $48.35 |
| Q4 2017 | +60,287 | Add 0.15% | 40.74 M | $47.28 |
| Q1 2018 | +109,107 | Add 0.27% | 40.85 M | $45.75 |
| Q2 2018 | +320,424 | Add 0.78% | 41.17 M | $44.06 |
| Q3 2018 | -3.92 M | Reduce 9.52% | 37.25 M | $51.56 |
| Q4 2018 | -1.19 M | Reduce 3.19% | 36.06 M | $45.15 |
| Q1 2019 | -3.82 M | Reduce 10.59% | 32.24 M | $53.71 |
| Q2 2019 | -135,071 | Reduce 0.42% | 32.11 M | $56.97 |
| Q3 2019 | -751,590 | Reduce 2.34% | 31.36 M | $55.03 |
| Q4 2019 | -478,436 | Reduce 1.53% | 30.88 M | $52.98 |
| Q1 2020 | -480,526 | Reduce 1.56% | 30.4 M | $48.33 |
| Q2 2020 | -680,418 | Reduce 2.24% | 29.72 M | $55.27 |
| Q3 2020 | -120,710 | Reduce 0.41% | 29.6 M | $59.70 |
| Q4 2020 | -1.36 M | Reduce 4.59% | 28.24 M | $64.69 |
| Q1 2021 | -554,054 | Reduce 1.96% | 27.68 M | $70.17 |
| Q2 2021 | -825,178 | Reduce 2.98% | 26.86 M | $77.84 |
| Q3 2021 | -614,781 | Reduce 2.29% | 26.24 M | $87.13 |
| Q4 2021 | -522,140 | Reduce 1.99% | 25.72 M | $87.21 |
| Q1 2022 | +204,315 | Add 0.79% | 25.92 M | $82.73 |
| Q2 2022 | -2,855 | Reduce 0.01% | 25.92 M | $69.87 |
| Q3 2022 | +1,752 | Add 0.01% | 25.92 M | $61.07 |
| Q4 2022 | -5.21 M | Reduce 20.11% | 20.71 M | $81.74 |
| Q1 2023 | -36,232 | Reduce 0.17% | 20.67 M | $92.92 |
| Q2 2023 | -1.94 M | Reduce 9.38% | 18.74 M | $119.09 |
| Q3 2023 | -163,852 | Reduce 0.87% | 18.57 M | $105.92 |
| Q4 2023 | -53,257 | Reduce 0.29% | 18.52 M | $105.43 |
| Q1 2024 | -4.32 M | Reduce 23.33% | 14.2 M | $125.61 |
| Q2 2024 | -68,415 | Reduce 0.48% | 14.13 M | $141.20 |
| Q3 2024 | -45,118 | Reduce 0.32% | 14.08 M | $170.40 |
| Q4 2024 | -1.81 M | Reduce 12.83% | 12.28 M | $166.64 |
| Q1 2025 | +6,231 | Add 0.05% | 12.28 M | $139.81 |
| Q2 2025 | -1.13 M | Reduce 9.24% | 11.15 M | $218.63 |
| Q3 2025 | -2.31 M | Reduce 20.71% | 8.84 M | $281.24 |
First Eagle Investment's Oracle Corporation Investment FAQs
First Eagle Investment first purchased Oracle Corporation (ORCL) in Q2 2013, acquiring 23,414,930 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 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
First Eagle Investment's largest addition to Oracle Corporation (ORCL) was in Q2 2013, adding 23,414,930 shares worth $719.31 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, First Eagle Investment's firm, First Eagle Investment Management, LLC, owns 8,839,413 shares of Oracle Corporation (ORCL), valued at approximately $2.49 B. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Oracle Corporation (ORCL) represents approximately 4.53% of First Eagle Investment's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
First Eagle Investment's peak holding in Oracle Corporation (ORCL) was 41,717,395 shares, as reported at the end of Q2 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.