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AI / Datacenter

Oracle Corporation.

ORCL · CUSIP 68389X105

Held by
24 funds
Q1 2026
Total $ held
$91.6B
Q1 2026
Total shares
641.45M
across our funds
Insider net
−$5.0B
net selling
Last close
$195.61
Yahoo Finance

Institutional holdings over time

Total shares held

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Number of funds holding

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Price (adjusted close, since 2023)

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Insider flow (Form 4 open-market)

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This quarter's moves· Q4 2025Q1 2026

FundBucketPrev sharesLatest sharesΔ valueAction
VanguardPassive index174.80M$34.1BExit
Vanguard CMPassive index222.23M+$32.7BNew
Vanguard PMPassive index56.75M+$8.3BNew
BlackRockPassive index147.86M143.31M$7.7BTrimmed
State StreetPassive index76.53M76.30M$3.7BTrimmed
FidelityActive mutual fund29.27M22.88M$2.3BTrimmed
CoatueGrowth hedge fund8.88M$1.7BExit
GeodePassive index37.73M38.95M$1.6BTrimmed
Vanguard FTCPassive index9.80M+$1.4BNew
Capital ResearchActive mutual fund30.14M32.14M$1.1BTrimmed
Vanguard GAPassive index3.71M+$546MNew
Vanguard AMPassive index2.93M+$431MNew
WellingtonActive mutual fund3.98M2.88M$352MTrimmed
CitadelMulti-manager2.84M2.30M$215MTrimmed
Capital WorldActive mutual fund1.60M1.14M$144MTrimmed
Two SigmaMulti-manager741K65K$135MTrimmed
BridgewaterMacro / activist1.87M1.59M$131MTrimmed
Vanguard AUPassive index859K+$126MNew
Point72Multi-manager246K1.18M+$126MAdded
DE ShawMulti-manager956K2.07M+$119MAdded
Vanguard PIMPassive index295K+$43MNew
MillenniumMulti-manager972K1.08M$31MTrimmed
BalyasnyMulti-manager324K321K$16MTrimmed
ExodusPointMulti-manager64K156K+$11MAdded
Vanguard NTCPassive index9K+$1MNew
T. Rowe PriceActive mutual fund18.43M18.49M$871KTrimmed
RenaissanceMulti-manager2K$323KExit

Top holders (latest quarter)

FundBucketSharesValue
Vanguard CMPassive index222.23M$32.7B
BlackRockPassive index143.31M$21.1B
State StreetPassive index76.30M$11.2B
Vanguard PMPassive index56.75M$8.3B
GeodePassive index38.95M$5.7B
Capital ResearchActive mutual fund32.14M$4.7B
FidelityActive mutual fund22.88M$3.4B
Vanguard FTCPassive index9.80M$1.4B
Vanguard GAPassive index3.71M$546M
Vanguard AMPassive index2.93M$431M
WellingtonActive mutual fund2.88M$424M
CitadelMulti-manager2.30M$339M
DE ShawMulti-manager2.07M$305M
BridgewaterMacro / activist1.59M$234M
Point72Multi-manager1.18M$174M

Top insider sellers (all-window)

InsiderTitleTotal sold% planned (10b5-1)First → last sale
CATZ SAFRAChief Executive Officer$3.3B100%2023-042025-06
ELLISON LAWRENCE JOSEPHExecutive Chairman$1.2B0%2023-062024-07
Screven EdwardChief Corporate Architect$187M0%2023-062024-07
HENLEY JEFFREYVice Chairman$127M100%2024-032025-06
BERG JEFFREY$28M0%2023-042025-10
Sicilia Michael D.President, Industries$20M100%2025-082025-09
BOSKIN MICHAEL J$16M33%2023-062024-05
Magouyrk Clayton M.Chief Executive Officer$15M0%2025-102026-02
Magouyrk Clayton M.President, OCI$10M0%2025-062025-09
Levey StuartEVP, Chief Legal Officer$9M100%2025-102026-04

Options book — funds reporting puts or calls

Fund · Q1 2026PutsCallsNetDirection
Citadel$1.2B$1.4B$136MLong delta
Millennium$298M$366M$68MLong delta
DE Shaw$291M$184M+$106MShort delta
Point72$47M$84M$37MLong delta