Follow-The-Filings

Security · featured owners

ORCL Oracle Corp.

Information Technology COM Equity as of 2026 Q2 among managers we track

  • 17 Owners
  • #35
  • Max 4.5%
  • Master 0.12%
  • $2.1B
  • 2 new 2 add 9 reduce 1 exit

Who owns this now

Largest portfolio weights among featured holders · max 4.5% (Polen Capital Management) · not free-float ownership

  1. Polen Capital Management reduce 4.5%
  2. William Von Mueffling reduce 2.3%
  3. First Eagle Investment Manage... add 2.1%
  4. Harry Burn new 2.1%
  5. Hillman Capital Management reduce 1.2%
  6. Wallace Weitz 0.56%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
First Eagle Investment Management 2026 Q2 2.1% Add +1.0% 8,516,878 $1.2B history
Polen Capital Management 2026 Q2 4.5% Reduce −28.9% 3,574,259 $524M history
Bill Nygren / Oakmark - Harris Associates L P 2026 Q2 0.13% Reduce −12.1% 650,879 $95M history
Harry Burn - Sound Shore Management 2026 Q2 2.1% New 2.1% 454,708 $67M history
Davidson Kempner Capital Management 2026 Q2 0.48% Hold 275,000 $40M history
Jensen Investment Management 2026 Q2 0.42% Reduce −2.0% 118,394 $17M history
Ben Hoskin - Value Aligned Research Advisors 2026 Q2 0.04% Hold 115,078 $17M history
William Von Mueffling - Cantillon Capital Management 2026 Q2 2.3% Reduce −91.8% 105,457 $15M history
Christopher Davis - Davis Selected Advisers 2026 Q2 0.05% Reduce −6.8% 74,923 $11M history
Wallace Weitz - Weitz Investment Management 2026 Q2 0.56% Hold 55,000 $8M history
John Rogers - Ariel Investments 2026 Q2 0.02% Reduce −16.1% 13,730 $2M history
Mairs & Power 2026 Q2 0.02% Reduce −55.6% 13,643 $2M history
Hillman Capital Management 2026 Q2 1.2% Reduce −28.6% 11,496 $2M history
Lindsell Train 2026 Q2 0.05% Hold 9,000 $1M history
Thomas Russo - Gardner Russo & Quinn 2026 Q2 <0.01% Reduce −24.6% 2,715 $398K history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.15% Add +1.9% 2,189 $321K history
Richard Pzena - Pzena Investment Management 2026 Q2 <0.01% New <0.01% 2,076 $304K history
Estuary Capital Management exited 2026 Q2 last 2026 Q1 6.5% Exit −6.46 pp 262,480 $39M history

17 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 18 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
424B5 Filing Doc
10-K Filing Doc
8-K 2.02,8.01,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,8.01,9.01 Filing Doc
8-K 1.01,3.03,5.03,9.01 Filing Doc
424B5 Filing Doc
8-K 1.01,8.01,9.01 Filing Doc
424B2 Filing Doc
424B5 Filing Doc
424B5 Filing Doc
424B2 Filing Doc
424B5 Filing Doc
8-K 5.02 Filing Doc
10-Q Filing Doc
8-K 2.02,8.01,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 14 rows shown

Filed Form Detail Links
4 Period Jul 24, 2026 Filing Doc
4 Period Jun 24, 2026 Filing Doc
4 Period May 31, 2026 · 8 forms Filing Doc
4 Period May 5, 2026 Filing Doc
4 Period Apr 24, 2026 Filing Doc
4 Period Apr 16, 2026 Filing Doc
4 Period Apr 16, 2026 Filing Doc
4 Period Mar 30, 2026 Filing Doc
4 Period Feb 9, 2026 Filing Doc
4 Period Jan 23, 2026 Filing Doc
4 Period Jan 15, 2026 Filing Doc
4 Period Dec 22, 2025 Filing Doc
4 Period Dec 19, 2025 Filing Doc
4 Period Dec 23, 2025 · 2 forms Filing Doc

Updated 23 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $49.95B $52.96B $57.4B $67.36B
Net income $8.5B $10.47B $12.44B $17.09B
Net margin * 17.0% 19.8% 21.7% 25.4%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $21B $22.55B $24.58B $46.57B
Total non-current assets $113.38B $118.42B $143.78B $215.19B
Total assets $134.38B $140.98B $168.36B $261.76B
Total current liabilities $23.09B $31.54B $32.64B $41.76B
Total non-current liabilities $109.74B $100.19B $114.75B $176.94B
Total equity $1.07B $8.7B $20.45B $42.51B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $17.16B $18.67B $20.82B $31.98B
Cash from investing -$36.48B -$7.36B -$21.71B -$51.85B
Cash from financing $7.91B -$10.55B $1.1B $40.28B
Net change in cash -$11.62B $0.689B $0.332B $20.5B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders