ORCL - ORACLE CORP
This page shows which of the focused investors we track hold ORCL and how their positions changed, so you can see how much conviction the group has in the stock.
In Q2 2025 it was held by 14 managers with an aggregate reported value of $5.7B, which is 0.51% of the combined portfolio.
As of Q2 2025, 14 tracked institutional managers held ORCL (ORACLE CORP) with an aggregate reported value of $5.7B — 0.51% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q2 2025
- Ticker
- ORCL
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Polen Capital Management - Polen Capital Management | 8.04% | Reduce -5.0% | 11,983,204 | $2.62B |
| 2 | First Eagle - First Eagle Investment Management | 4.88% | Reduce -9.2% | 11,148,566 | $2.44B |
| 3 | Bill Nygren - Oakmark Funds | 0.36% | Reduce -7.3% | 1,023,151 | $223.69M |
| 4 | William Von Mueffling - Cantillon Capital Management | 1.09% | Reduce -2.8% | 863,573 | $188.8M |
| 5 | Sarah Ketterer - Causeway Capital Management | 0.96% | Reduce -43.6% | 277,286 | $60.62M |
| 6 | Wallace Weitz - Weitz Investment Management | 2.00% | - | 170,075 | $37.18M |
| 7 | David Tepper - Appaloosa Management | 0.51% | Reduce -78.6% | 150,000 | $32.79M |
| 8 | Jensen Investment Management - Jensen Investment Management | 0.37% | Reduce -1.3% | 145,209 | $31.75M |
| 9 | Christopher Davis - Davis Advisors | 0.15% | Reduce -3.5% | 131,574 | $28.77M |
| 10 | Yacktman Asset Management - Yacktman Asset Management | 0.31% | Reduce -4.8% | 105,828 | $23.14M |
| 11 | Ariel Investments - Ariel Investments | 0.08% | Reduce -16.1% | 31,885 | $6.97M |
| 12 | Lindsell Train - Lindsell Train | 0.09% | Reduce -8.8% | 17,500 | $3.83M |
| 13 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.03% | Add +3.5% | 14,275 | $3.12M |
| 14 | Thomas Russo - Gardner Russo & Quinn | 0.01% | - | 3,475 | $759.74K |
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