Latticework
← All portfoliosLatticework shows what 76 well-known investors report to the SEC each quarter.

ORCL · Oracle Corp · Form 13F filings for Q2 2026

Oracle

15 of 76 investors hold it

Together they reported $2.0 billion of it. In Q2 2026, 2 added and 5 reduced.

20 of 83 tracked investors have filed for Q3 2026 so far. The sheet and every stock page stay on Q2 2026 until most have filed, so each count is taken from one group of investors.

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Who added and who reduced

Q2 2026 against Q1 2026, among 74 filings that can be compared. An investor counts as adding or reducing when reported shares change by 20% or more, or when a position is opened or closed.

2added or opened

Harry BurnNew positionRichard PzenaNew position

5reduced or sold out

William Von Mueffling−91.8%Mairs & Power Funds−55.6%Polen Capital Management−28.9%Hillman Capital Management−28.6%Thomas Russo−24.6%

Who holds it

InvestorShare of their portfolioReported valueThis quarter
Polen Capital Management4.51%$524M−28.9%
William Von Mueffling2.32%$15M−91.8%
First Eagle Investment Management2.06%$1.25BNo change of 20%
Harry Burn2.05%$67MNew position
Hillman Capital Management1.22%$2M−28.6%
Wallace Weitz0.56%$8MNo change of 20%
Jensen Investment Management0.42%$17MNo change of 20%
Bill Nygren0.13%$95MNo change of 20%
Christopher Davis0.05%$11MNo change of 20%
Lindsell Train0.05%$1MNo change of 20%
Joel Greenblatt0.03%$14MNo change of 20%
John Rogers0.02%$2MNo change of 20%

Holders over time

How many of the same 76 investors reported a position at each quarter end, up to Q2 2026.

16Q3 ’24
16Q4 ’24
15Q1 ’25
15Q2 ’25
13Q3 ’25
12Q4 ’25
13Q1 ’26
15Q2 ’26

Where to next

First Eagle Investment ManagementLargest holder by dollars: $1.25B →Polen Capital ManagementHighest conviction: 4.51% of the portfolio →All portfoliosThe biggest bets reported for Q2 2026, on one sheet →

Source: SEC Form 13F filings for Q2 2026, the quarter ended Jun 30, 2026, from the 76 investors on the homepage sheet · CUSIP 68389X105 · data as of Nov 12, 2026. Weight is the share of the investor’s disclosed portfolio. Filings list long US-listed positions at quarter end. They are not live holdings, omit shorts, can be amended and give no reasons for a change.

Each investor’s filing