ORCL Stock Ownership Activity

ORACLE CORP 13F holders

11 value investing gurus have made changes to the ORACLE CORP (ORCL) position according to the gurus' latest SEC quarterly report(s). ORCL has been completely sold out by 1 guru(s), the number of ORCL shares has been increased by 2, decreased by 8 super investor(s).

Which gurus or hedge funds are buying ORCL now?

According to the latest SEC filing(s) ORACLE CORP (ORCL) has been bought by 2 gurus: David M. Polen - Polen Capital Management (added shares +22.31%) and William Von Mueffling - Cantillon Capital Management (added shares +0.56%).

To see more about who is investing in ORACLE CORP (ORCL), please go to the ORCL ownership page.

History
Name
Company
%
Activity
Share
Change
% change to
Portfolio
% of
Portfolio
2024 Q4 (11 results)
David M. Polen
Polen Capital Management
+22.31%
+1,955,764
+0.88%
4.83%
William Von Mueffling
Cantillon Capital Management
+0.56%
+5,131
+0.01%
0.92%
Paul Lountzis
Lountzis Asset Management
-0.64%
-391
-0.03%
4.27%
Eric H. Schoenstein
Jensen Investment Management
-1.15%
-1,720
-0.00%
0.22%
David Tepper
Appaloosa Management
-11.02%
-173,394
-0.45%
3.61%
Charles Bobrinskoy
Ariel Focus Fund
-25.27%
-6,622
-2.96%
8.76%
Sarah Ketterer
Causeway Capital Management
-26.86%
-106,743
-0.41%
1.10%
Parnassus Investments
Parnassus Endeavor Fund
-44.73%
-435,312
-1.51%
1.86%
Independent Franchise Partners
US Equity Fund
-52.42%
-232,673
-3.53%
3.20%
Donald Yacktman
Yacktman Asset Management
-73.31%
-474,303
-0.92%
0.34%
Harry Burn
Sound Shore Management
-100.00%
-424,316
-2.39%
0.00%
Current price: $151.71 8.96% AVG reported price*: $166.64
2024 Q3 (11 results)
David M. Polen
Polen Capital Management
buy
+8,767,967
+3.86%
3.86%
Paul Lountzis
Lountzis Asset Management
-0.11%
-65
-0.00%
4.32%
William Von Mueffling
Cantillon Capital Management
-2.94%
-27,593
-0.03%
0.95%
Charles Bobrinskoy
Ariel Focus Fund
-12.21%
-3,643
-1.56%
11.25%
Parnassus Investments
Parnassus Endeavor Fund
-16.04%
-185,929
-0.63%
3.28%
Sarah Ketterer
Causeway Capital Management
-20.20%
-100,592
-0.42%
1.66%
David Tepper
Appaloosa Management
-21.33%
-426,606
-1.08%
3.98%
Jim Cullen
Cullen Value Fund
-23.79%
-1,432
-1.03%
3.29%
Donald Yacktman
Yacktman Asset Management
-26.78%
-236,580
-0.41%
1.13%
Harry Burn
Sound Shore Management
-37.08%
-250,009
-1.39%
0.00%
Independent Franchise Partners
US Equity Fund
-37.13%
-262,145
-2.28%
3.86%
Current price: $151.71 10.97% AVG reported price*: $170.40
2024 Q2 (10 results)
Sarah Ketterer
Causeway Capital Management
+16.07%
+68,927
+0.27%
1.92%
Independent Franchise Partners
US Equity Fund
+7.34%
+48,255
+0.36%
5.30%
Eric H. Schoenstein
Jensen Investment Management
-1.96%
-2,976
-0.00%
0.17%
Donald Yacktman
Yacktman Asset Management
-2.91%
-26,500
-0.04%
1.17%
Harry Burn
Sound Shore Management
-3.09%
-21,492
-0.10%
3.17%
Charles Bobrinskoy
Ariel Focus Fund
-3.52%
-1,090
-0.41%
11.24%
William Von Mueffling
Cantillon Capital Management
-4.86%
-47,975
-0.05%
0.89%
Parnassus Investments
Parnassus Endeavor Fund
-7.67%
-96,304
-0.28%
3.34%
David Tepper
Appaloosa Management
-13.04%
-300,000
-0.69%
4.57%
Wallace Weitz
Weitz Value Fund
-25.00%
-62,500
-0.99%
2.98%
Current price: $151.71 7.44% AVG reported price*: $141.20
2024 Q1 (10 results)
Sarah Ketterer
Causeway Capital Management
buy
+429,021
+1.41%
1.41%
William Von Mueffling
Cantillon Capital Management
buy
+987,952
+0.78%
0.78%
David Tepper
Appaloosa Management
+73.58%
+975,000
+1.83%
4.32%
Thomas Russo
Gardner Russo & Quinn
-0.63%
-22
-0.00%
0.00%
Independent Franchise Partners
US Equity Fund
-2.54%
-17,145
-0.11%
4.24%
Harry Burn
Sound Shore Management
-4.95%
-36,227
-0.14%
2.73%
Jim Cullen
Cullen Value Fund
-7.40%
-481
-0.26%
3.25%
Parnassus Investments
Parnassus Endeavor Fund
-12.30%
-176,012
-0.42%
3.01%
Donald Yacktman
Yacktman Asset Management
-33.34%
-455,163
-0.51%
1.03%
Michael Burry
Scion Asset Management
-100.00%
-50,000
-5.09%
0.00%
Current price: $151.71 20.77% AVG reported price*: $125.62
42 of 429

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.