Guru Ownership Over Time
Guru Analysis for Oracle Corporation (ORCL)
Oracle Corporation (ORCL), a key player in the Technology sector, continues to attract institutional attention.
As of Q3 2025, a total of 18 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $4.63 B.
Top institutional holders include Ken Fisher and First Eagle Investment.
Institutional sentiment is currently Bearish. This is evidenced by a $728.83 M net outflow during the quarter.
Recent activity highlights Louis Moore Bacon who dramatically increased their stake. Conversely, Wallace Weitz reduced exposure by 58.8%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.92% | Add 1.8% | 9,045,019 | $2.54 B | Q3 2025 | |
| 4.53% | Reduce -20.7% | 8,839,413 | $2.49 B | Q3 2025 | |
| 3.32% | Reduce -26.7% | 4,185,731 | $1.18 B | Q3 2025 | |
| 0.24% | Add 160.7% | 1,353,408 | $376.94 M | Q3 2025 | |
| 0.73% | New Buy | 936,043 | $263.25 M | Q3 2025 | |
| 0.45% | Add 21.7% | 406,279 | $114.26 M | Q3 2025 | |
| 0.62% | Reduce -40.0% | 166,409 | $46.8 M | Q3 2025 | |
| 0.15% | Add 48.7% | 118,648 | $33.37 M | Q3 2025 | |
| 1.07% | Reduce -58.8% | 70,000 | $19.69 M | Q3 2025 | |
| 0.10% | Reduce -49.0% | 67,052 | $18.86 M | Q3 2025 | |
| 0.10% | Reduce -3.0% | 37,694 | $10.6 M | Q3 2025 | |
| 0.11% | Add 1345.7% | 28,726 | $8.08 M | Q3 2025 | |
| 0.05% | Add 23.4% | 17,612 | $4.95 M | Q3 2025 | |
| 0.05% | Reduce -48.6% | 16,402 | $4.61 M | Q3 2025 | |
| 0.47% | Reduce -5.1% | 11,819 | $3.32 M | Q3 2025 | |
| 0.01% | Add 20.1% | 6,038 | $1.7 M | Q3 2025 | |
| 1.32% | Reduce -30.6% | 5,054 | $1.42 M | Q3 2025 | |
| 0.01% | 3,475 | $977,309 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Oracle Corporation (ORCL)
Top Guru holders include Ken Fisher ($2.54 B), First Eagle Investment ($2.49 B), Jeremy Grantham ($1.18 B). Collectively, tracked Gurus hold 25.31 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $728.83 M, with 8 Gurus buying and 12 Gurus selling.
In the recent quarter, 9 Gurus reduced their positions, and 3 Gurus sold out of ORCL completely. Total sell value was $1.31 B.
Yes, 1 Gurus opened new positions in ORCL, and 7 added to their existing holdings. Total buy value was $579.88 M.