Oracle Corporation
MX ˙ BMV ˙ US68389X1054
SecurityMX:ORCL / Oracle Corporation
InstitutionRitholtz Wealth Management
Latest Disclosed Ownership69,484 shares
Latest Disclosed Value $ 10,221,730
Ritholtz Wealth Management reports 7.63% decrease in ownership of ORCL / Oracle Corporation

On April 20, 2026 - Ritholtz Wealth Management filed a 13F-HR form disclosing ownership of 69,484 shares of Oracle Corporation (MX:ORCL) valued at $10,221,730 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 75,221 shares of Oracle Corporation. This represents a change in shares of -7.63% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F ORACLE COM 68389X105 69,484 -5,737 -7.63 10,222 -30.28 0.1773
2026-01-23 2025-12-31 13F ORACLE COM 68389X105 75,221 -1,645 -2.14 14,661 -32.18 0.2676
2025-10-28 2025-09-30 13F ORACLE COM 68389X105 76,866 2,191 2.93 21,618 32.41 0.4203
2025-07-28 2025-06-30 13F ORACLE COM 68389X105 74,675 2,794 3.89 16,326 62.46 0.3605
2025-04-17 2025-03-31 13F ORACLE COM 68389X105 71,881 486 0.68 10,050 -15.53 0.3002
2025-01-15 2024-12-31 13F ORACLE COM 68389X105 71,395 -1,461 -2.01 11,897 -4.16 0.3494
2024-10-10 2024-09-30 13F ORACLE COM 68389X105 72,856 -10,256 -12.34 12,415 5.79 0.3741
2024-08-01 2024-06-30 13F ORACLE COM 68389X105 83,112 -1,285 -1.52 11,735 10.70 0.3872
2024-04-24 2024-03-31 13F ORACLE COM 68389X105 84,397 446 0.53 10,601 19.77 0.3656
2024-01-18 2023-12-31 13F ORACLE COM 68389X105 83,951 -3,486 -3.99 8,851 -4.43 0.3433
2023-10-13 2023-09-30 13F ORACLE COM 68389X105 87,437 -4,821 -5.23 9,261 -15.70 0.4158
2023-07-17 2023-06-30 13F ORACLE COM 68389X105 92,258 6,389 7.44 10,987 37.70 0.4943
2023-04-20 2023-03-31 13F ORACLE COM 68389X105 85,869 233 0.27 7,979 13.99 0.3977
2023-01-19 2022-12-31 13F ORACLE COM 68389X105 85,636 19,652 29.78 7,000 73.67 0.3908
2022-10-19 2022-09-30 13F ORACLE COM 68389X105 65,984 10,194 18.27 4,030 3.39 0.2140
2022-07-15 2022-06-30 13F ORACLE COM 68389X105 55,790 -2,346 -4.04 3,898 -18.96 0.2456
2022-04-14 2022-03-31 13F ORACLE COM 68389X105 58,136 5,595 10.65 4,810 4.98 0.3251
2022-01-18 2021-12-31 13F ORACLE COM 68389X105 52,541 2,557 5.12 4,582 5.21 0.2849
2021-10-14 2021-09-30 13F ORACLE COM 68389X105 49,984 4,960 11.02 4,355 24.25 0.3020
2021-07-20 2021-06-30 13F ORACLE COM 68389X105 45,024 6,374 16.49 3,505 29.24 0.2525
2021-05-12 2021-03-31 13F ORACLE COM 68389X105 38,650 7,452 23.89 2,712 34.39 0.2258
2021-01-19 2020-12-31 13F ORACLE COM 68389X105 31,198 2,146 7.39 2,018 16.38 0.1931
2020-10-23 2020-09-30 13F ORACLE COM 68389X105 29,052 3,101 11.95 1,734 20.92 0.1947
2020-07-15 2020-06-30 13F ORACLE COM 68389X105 25,951 3,738 16.83 1,434 33.52 0.1847
2020-04-09 2020-03-31 13F ORACLE COM 68389X105 22,213 2,896 14.99 1,074 4.99 0.1721
2020-01-17 2019-12-31 13F ORACLE COM 68389X105 19,317 664 3.56 1,023 -0.29 0.1492
2019-10-17 2019-09-30 13F ORACLE COM 68389X105 18,653 642 3.56 1,026 0.00 0.1666
2019-07-15 2019-06-30 13F ORACLE COM 68389X105 18,011 564 3.23 1,026 9.50 0.1752
2019-04-12 2019-03-31 13F ORACLE COM 68389X105 17,447 1,154 7.08 937 27.31 0.1716
2019-01-18 2018-12-31 13F ORACLE COM 68389X105 16,293 -330 -1.99 736 -14.12 0.1668
2018-10-12 2018-09-30 13F ORACLE COM 68389X105 16,623 -2,223 -11.80 857 3.25 0.2170
2018-07-12 2018-06-30 13F ORACLE COM 68389X105 18,846 -377 -1.96 830 -5.57 0.2255
2018-04-17 2018-03-31 13F ORACLE COM 68389X105 19,223 2,413 14.35 879 10.57 0.2512
2018-01-23 2017-12-31 13F ORACLE COM 68389X105 16,810 7,669 83.90 795 79.86 0.2356
2017-10-17 2017-09-30 13F ORACLE COM 68389X105 9,141 0 0.00 442 -3.49 0.1653
2017-08-04 2017-06-30 13F ORACLE COM 68389X105 9,141 373 4.25 458 35.91 0.1922
2017-02-17 2016-12-31 13F ORACLE COM 68389X105 8,768 8,768 337 0.1725
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.