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Oracle Corporation

ORCL Technology
$184.13 +$0.03 (0.02%)
Market Cap: $529.57 B
Gurus Holding
16
Popularity Rank
#78
% of Shares Held
0.80%
Net Activity (Q1 2026)
+$182.38 M

Guru Ownership Trend

Guru Analysis for Oracle Corporation (ORCL)

Oracle Corporation (ORCL), a key player in the Technology sector, continues to attract institutional attention.

As of Q1 2026, a total of 16 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $4.25 B.

Top institutional holders include Ken Fisher and First Eagle Investment.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $182.38 M net inflow during the quarter.

Recent activity highlights Manning & Napier Group who increased their stake by 488.9%. Conversely, Wallace Weitz reduced exposure by 21.4%.

Key Holders

Top 5 by Value

$1.41 B
$250.85 M
$234.21 M
$174.15 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$227.22 M
Total Buy Value
New Buys 1
Additions 12
-$44.85 M
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
13

FAQs for Oracle Corporation (ORCL)

Major holders include Ken Fisher ($1.41 B), First Eagle Investment ($1.24 B), Cliff Asness ($250.85 M). According to the latest reported data, 16 tracked investment managers collectively hold approximately 23.07 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $182.38 M, with 13 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited ORCL. The total reported sell value was $44.85 M.

Yes, 1 managers opened new positions in ORCL, and 12 increased their existing holdings. The total reported buy value was $227.22 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.48% Add 2.7% 9,562,254 $1.41 B Q1 2026
1.64% Add 1.8% 8,435,178 $1.24 B Q1 2026
0.11% Add 4.1% 1,764,091 $250.85 M Q1 2026
1.05% Reduce -15.0% 1,592,069 $234.21 M Q1 2026
0.22% Add 380.4% 1,183,832 $174.15 M Q1 2026
0.16% Add 235.7% 161,283 $23.73 M Q1 2026
0.05% Add 13.6% 117,724 $17.32 M Q1 2026
0.05% Add 1.3% 80,414 $11.83 M Q1 2026
0.56% Reduce -21.4% 55,000 $8.09 M Q1 2026
0.06% Add 0.9% 38,183 $5.62 M Q1 2026
0.05% Add 7.3% 30,718 $4.52 M Q1 2026
0.03% Reduce -0.1% 16,367 $2.41 M Q1 2026
1.65% New Buy 16,109 $2.37 M Q1 2026
0.25% Add 0.3% 11,852 $1.74 M Q1 2026
0.01% Add 3.6% 3,600 $529,596 Q1 2026
0.00% Add 488.9% 53 $7,356 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form