ORACLE (ORCL) — Institutional Holders & Hedge Fund Ownership
ORACLE (ORCL) institutional ownership: 16 hedge funds and institutional investors, holding 16.2M shares ($2.39B), as of Q1 2026, per SEC Form 13F-HR filings.
Held across hedge funds, family offices, and large institutional portfolios, ORACLE (ORCL)'s reported 13F ownership offers a quarterly read on professional buyer / seller positioning in ORCL. Pactolio aggregates these SEC Form 13F-HR filings into one view: top institutional holders, biggest QoQ buyers and sellers, and consolidated ownership changes for ORCL.
The top ORCL shareholders by portfolio weight are Estuary Capital Management (6.46%), Polen Capital Management (5.11%), and Hillman Capital Management (1.65%). In Q1 2026, Estuary Capital Management made the largest position increase (+6.46%).
Top 10 Institutional Holders of ORACLE (ORCL) — Q1 2026
| # | Fund | Shares | Market Value | Portfolio Weight |
|---|---|---|---|---|
| 1 | Estuary Capital Management | 262,480 | $38.6M | 6.46% |
| 2 | Polen Capital Management | 5,024,257 | $739.1M | 5.11% |
| 3 | Hillman Capital Management | 16,109 | $2.4M | 1.65% |
| 4 | First Eagle Investment Management | 8,435,178 | $1.24B | 1.64% |
| 5 | Cantillon Capital Management | 1,283,185 | $188.8M | 1.25% |
| 6 | Melqart | 69,327 | $10.2M | 1.01% |
| 7 | Weitz Investment Management | 55,000 | $8.1M | 0.56% |
| 8 | CastleKnight | 23,580 | $3.5M | 0.16% |
| 9 | Pentwater Capital Management | 155,000 | $22.8M | 0.16% |
| 10 | Harris Associates | 740,525 | $108.9M | 0.15% |
- 16Hedge funds holding
- 16,221,348Shares held (disclosed)
- $2.39B13F market value
- 0.16%Median portfolio weight
Ownership History
Quarter-by-quarter share count, market value, and portfolio conviction weight (up to 5 of the heaviest weight-by-portfolio funds) of ORCL. Sourced from 13F filings; reflects long equity positions only.
Quarter-over-Quarter ActivityQ1 2026
The biggest weight-increase and weight-decrease changes among funds that hold ORCL. Deltas compare the selected filing to the previous reporting quarter.
Top buyers
- Estuary Capital Management+6.46% · +262,480 shares
- Hillman Capital Management+1.65% · +16,109 shares
- Cantillon Capital Management+0.35% · +422,508 shares
Top sellers
- Monolith-2.82% · -30,280 shares
- Corvex Management-2.61% · -403,200 shares
- Coatue Management-2.17% · -4,440,008 shares
Options Activity
- Total calls0 (-82,500)
- Total puts7,363,000 (+7,363,000)
Ownership Statistics
- Funds holding
- 16
- Median weight
- 0.16%
- Largest holder
- Estuary Capital Management · 6.46%
- Smallest holder
- UTIMCO - The University of Texas · 0.01%
- Shares held
- 16,221,348 (-6,069,649)
All Institutional HoldersSortable · searchable
All institutional investors (Max 50) holding ORCL in the selected quarter. Click a fund name to drill into its full 13F portfolio.
| 1 | Estuary Capital Management | 262,480 | $38.6M | 6.46% |
| 2 | Polen Capital Management | 5,024,257 | $739.1M | 5.11% |
| 3 | Hillman Capital Management | 16,109 | $2.4M | 1.65% |
| 4 | First Eagle Investment Management | 8,435,178 | $1.24B | 1.64% |
| 5 | Cantillon Capital Management | 1,283,185 | $188.8M | 1.25% |
| 6 | Melqart | 69,327 | $10.2M | 1.01% |
| 7 | Weitz Investment Management | 55,000 | $8.1M | 0.56% |
| 8 | CastleKnight | 23,580 | $3.5M | 0.16% |
| 9 | Pentwater Capital Management | 155,000 | $22.8M | 0.16% |
| 10 | Harris Associates | 740,525 | $108.9M | 0.15% |
| 11 | Davis Selected Advisers | 80,414 | $11.8M | 0.05% |
| 12 | Mairs & Power | 30,718 | $4.5M | 0.05% |
| 13 | Lindsell Train | 9,000 | $1.3M | 0.04% |
| 14 | Ariel Investments | 32,734 | $4.8M | 0.03% |
| 15 | Gardner Russo & Quinn | 3,600 | $529.6K | 0.01% |
| 16 | UTIMCO - The University of Texas | 241 | $35.5K | 0.01% |
See ORACLE CORP (ORCL) insider transactions — SEC Form 4 →
Methodology & FAQ
Methodology: How We Track ORCL Institutional Holdings
Our data is systematically aggregated directly from quarterly Form 13F-HR disclosures submitted to the U.S. Securities and Exchange Commission (SEC).
- Who Must File (Reporting Threshold): This dataset includes filings from U.S. institutional investment managers, hedge funds, mutual funds, university endowments, and family offices managing at least $100 million in Section 13(f) securities (including equities, options, convertibles, ETFs, and warrants).
- What is Included (Data Scope): We capture long positions in Section 13(f) securities for ORACLE CORP (ORCL). By SEC regulation, 13F filings do not require the disclosure of short positions, non-U.S. holdings, or OTC derivatives. Listed options are excluded from portfolio weight calculations to ensure comparability across filers.
- Portfolio Weight Explained (Metric Definition): “Portfolio Weight” shows how much of a fund's total reported 13F portfolio value (excluding listed options) is allocated to ORCL on the specific reporting date.
- How to Use This Data (Interpretation): Quarter-over-quarter changes in shares and portfolio weight reflect a combination of active trading and market price movements. These are descriptive metrics of fund allocation, not explicit buy or sell signals.
How do you measure hedge fund conviction and institutional concentration in ORCL?
We evaluate fund conviction by looking at portfolio weight rather than just absolute share count. By tracking how the largest holders —such as Estuary Capital Management , Polen Capital Management , and Hillman Capital Management as of Q1 2026— change their position sizing quarter-over-quarter, we help investors distinguish between deliberate position sizing changes and passive mark-to-market drift.
Does the ORCL ownership data include short interest or options?
SEC Form 13F mandates the disclosure of long positions in Section 13(f) securities, which includes equities and listed options (put and call contracts), but excludes short interest, swaps, and OTC derivatives by regulatory design. On this platform, listed options are excluded from portfolio weight calculations to ensure comparability across filers.
Are family offices and university endowments included in this ORCL data?
Yes. In addition to traditional hedge funds and large asset managers, any institutional entity exercising investment discretion over at least $100 million in Section 13(f) securities must file a Form 13F. This explicitly includes single-family offices and university endowments. If a qualifying family office or endowment holds ORCL stock, their allocation is systematically aggregated alongside traditional fund data.
When is the institutional ownership data updated, and is there a reporting lag?
Institutional investment managers are required to file their Form 13F within 45 days after the end of a calendar quarter (the standard “T+45” window). Our platform re-ingests new filings from the SEC EDGAR database on a nightly cycle, typically within 24–48 hours of publication, providing a point-in-time snapshot of reported consensus positioning for ORCL as of each filing date.