ORCL fund manager activity
Oracle Corporation · NYSE. Reported by 42 tracked fund managers in their 13F filings, Q3 2012 to Q2 2026.
Q2 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| John Rogers - Ariel Investments | Trimmed | 13,730 | $2,012,132 | 0.02% | Aug 14, 2026 |
| William Von Mueffling - Cantillon Capital Management | Trimmed | 105,457 | $15,454,723 | 2.32% | Jul 29, 2026 |
| Christopher Davis - Davis Advisors | Trimmed | 74,923 | $10,974,177 | 0.05% | Aug 11, 2026 |
| First Eagle Investment Management | Added | 8,516,878 | $1,248,148,495 | 2.06% | Aug 24, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 13,261,451 | $1,943,465,863 | 0.58% | Aug 4, 2026 |
| Thomas Russo - Gardner Russo & Quinn | Trimmed | 2,715 | $397,883 | 0.00% | Aug 13, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 97,422 | $14,277,194 | 0.03% | Aug 14, 2026 |
| Hillman Capital Management | Trimmed | 11,496 | $1,684,739 | 1.22% | Aug 14, 2026 |
| Jensen Investment Management | Trimmed | 118,394 | $17,350,641 | 0.42% | Aug 7, 2026 |
| Lindsell Train | No change | 9,000 | $1,318,950 | 0.05% | Jul 15, 2026 |
| Mairs & Power Funds | Trimmed | 13,643 | $1,999,382 | 0.02% | Aug 14, 2026 |
| Bill Nygren - Oakmark Funds | Trimmed | 650,879 | $95,386,317 | 0.13% | Aug 14, 2026 |
| Polen Capital Management | Trimmed | 3,574,259 | $523,807,723 | 4.51% | Aug 4, 2026 |
| Richard Pzena - Pzena Investment Management | New | 2,076 | $304,238 | 0.00% | Aug 7, 2026 |
| Harry Burn - Sound Shore | New | 454,708 | $66,637,457 | 2.05% | Aug 12, 2026 |
| Wallace Weitz - Weitz Investment Management | No change | 55,000 | $8,060,250 | 0.56% | Aug 12, 2026 |
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| John Rogers - Ariel Investments | Trimmed | 16,367 | $2,407,749 | 0.03% | May 14, 2026 |
| Ron Baron - Baron Capital | Sold out | — | — | 0.00% | May 15, 2026 |
| William Von Mueffling - Cantillon Capital Management | Added | 1,283,185 | $188,769,345 | 1.25% | May 7, 2026 |
| Philippe Laffont - Coatue Management | Sold out | — | — | 0.00% | May 15, 2026 |
| Christopher Davis - Davis Advisors | Added | 80,414 | $11,830,222 | 0.05% | May 7, 2026 |
| First Eagle Investment Management | Added | 8,435,178 | $1,240,898,976 | 2.10% | May 14, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 9,562,254 | $1,406,703,443 | 0.48% | May 5, 2026 |
| Jeremy Grantham - GMO | Sold out | — | — | 0.00% | May 14, 2026 |
| Thomas Russo - Gardner Russo & Quinn | Added | 3,600 | $529,596 | 0.01% | May 13, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 117,724 | $17,318,378 | 0.05% | May 15, 2026 |
| Hillman Capital Management | New | 16,109 | $2,369,795 | 1.65% | May 15, 2026 |
| Jensen Investment Management | Trimmed | 120,790 | $17,769,417 | 0.35% | May 5, 2026 |
| Lindsell Train | No change | 9,000 | $1,323,990 | 0.04% | Apr 24, 2026 |
| Mairs & Power Funds | Added | 30,718 | $4,518,925 | 0.05% | May 14, 2026 |
| Bill Nygren - Oakmark Funds | Trimmed | 740,525 | $108,938,633 | 0.15% | May 15, 2026 |
| Polen Capital Management | Trimmed | 5,024,257 | $739,118,451 | 5.11% | May 14, 2026 |
| Wallace Weitz - Weitz Investment Management | Trimmed | 55,000 | $8,091,050 | 0.56% | May 14, 2026 |