Oracle Corporation
MX ˙ BMV ˙ US68389X1054
SecurityMX:ORCL / Oracle Corporation
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership153,974 shares
Latest Disclosed Value $ 22,651,134
EP Wealth Advisors, Inc. reports 13.77% decrease in ownership of ORCL / Oracle Corporation

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 153,974 shares of Oracle Corporation (MX:ORCL) valued at $22,651,134 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 178,560 shares of Oracle Corporation. This represents a change in shares of -13.77% 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)
2026-05-14 2026-03-31 13F ORACLE COM 68389X105 153,974 -24,586 -13.77 22,651 -34.92 0.1113
2026-02-18 2025-12-31 13F ORACLE COM 68389X105 178,560 48,942 37.76 34,803 22.81 0.1808
2025-08-14 2025-06-30 13F Oracle COM 68389X105 129,618 12,353 10.53 28,338 72.86 0.1862
2025-05-15 2025-03-31 13F ORACLE COM 68389X105 117,265 20,474 21.15 16,395 1.64 0.1310
2025-02-14 2024-12-31 13F ORACLE COM 68389X105 96,791 2,145 2.27 16,129 0.01 0.1316
2024-11-15 2024-09-30 13F ORACLE COM 68389X105 94,646 10,276 12.18 16,128 35.37 0.1386
2024-08-19 2024-06-30 13F Oracle COM 68389X105 84,370 32,877 63.85 11,913 84.18 0.1266
2024-05-14 2024-03-31 13F ORACLE COM 68389X105 51,493 1,269 2.53 6,468 22.15 0.0756
2024-02-28 2023-12-31 13F Oracle COM 68389X105 50,224 -1,286 -2.50 5,295 -2.93 0.0675
2023-11-24 2023-09-30 13F ORACLE COM 68389X105 51,510 31,890 162.54 5,456 -3.38 0.0846
2023-08-14 2023-06-30 13F ORACLE COM 68389X105 19,620 16,400 509.32 5,647 2,030.57 0.0814
2023-06-05 2023-03-31 13F ORACLE COM 68389X105 3,220 -25,305 -88.71 265 -88.63 0.0046
2023-06-12 2022-12-31 13F ORACLE COM 68389X105 28,525 2,154 8.17 2,332 44.78 0.0420
2022-12-02 2022-09-30 13F ORACLE COM 68389X105 26,371 -1,654 -5.90 1,610 -17.77 0.0365
2022-08-11 2022-06-30 13F ORACLE COM 68389X105 28,025 -93 -0.33 1,958 -15.82 0.0441
2022-05-20 2022-03-31 13F ORACLE COM 68389X105 28,118 -4,036 -12.55 2,326 -17.05 0.0511
2022-02-17 2021-12-31 13F ORACLE COM 68389X105 32,154 865 2.76 2,804 2.86 0.0663
2021-11-23 2021-09-30 13F/A-1 ORACLE COM 68389X105 31,289 1,052 3.48 2,726 15.80 0.0748
2021-11-16 2021-09-30 13F ORACLE COM 68389X105 4,627 -25,610 2,726 0.0748
2021-08-24 2021-06-30 13F ORACLE COM 68389X105 30,237 1,896 6.69 2,354 18.35 0.0653
2021-05-17 2021-03-31 13F ORACLE COM 68389X105 28,341 14,174 100.05 1,989 117.14 0.0632
2021-02-18 2020-12-31 13F ORACLE COM 68389X105 14,167 2,418 20.58 916 30.67 0.0322
2020-11-17 2020-09-30 13F ORACLE COM 68389X105 11,749 -1,066 -8.32 701 -0.99 0.0302
2020-08-14 2020-06-30 13F ORACLE COM 68389X105 12,815 -6,560 -33.86 708 -24.36 0.0302
2020-05-18 2020-03-31 13F ORACLE COM 68389X105 19,375 165 0.86 936 -8.06 0.0458
2020-02-14 2019-12-31 13F ORACLE COM 68389X105 19,210 1,801 10.35 1,018 6.26 0.0419
2019-11-18 2019-09-30 13F ORACLE COM 68389X105 17,409 900 5.45 958 1.81 0.0475
2019-08-27 2019-06-30 13F ORACLE COM 68389X105 16,509 2,872 21.06 941 28.55 0.0588
2019-05-20 2019-03-31 13F ORACLE COM 68389X105 13,637 -285 -2.05 732 16.38 0.0704
2019-02-15 2018-12-31 13F ORACLE COM 68389X105 13,922 550 4.11 629 -8.71 0.0485
2018-11-15 2018-09-30 13F ORACLE COM 68389X105 13,372 813 6.47 689 24.59 0.0538
2018-08-14 2018-06-30 13F ORACLE COM 68389X105 12,559 -7,801 -38.32 553 -40.60 0.0522
2018-05-15 2018-03-31 13F ORACLE COM 68389X105 20,360 -334,585 -94.26 931 -94.45 0.0900
2018-02-15 2017-12-31 13F ORACLE COM 68389X105 354,945 11,854 3.46 16,782 1.17 1.7707
2017-11-15 2017-09-30 13F ORACLE COM 68389X105 343,091 8,240 2.46 16,588 -1.20 1.9158
2017-08-17 2017-06-30 13F ORACLE COM 68389X105 334,851 11,683 3.62 16,789 16.45 2.0579
2017-05-15 2017-03-31 13F ORACLE COM 68389X105 323,168 24,442 8.18 14,417 40.69 1.9886
2017-02-15 2016-12-31 13F ORACLE COM 68389X105 298,726 16,575 5.87 10,247 -7.54 1.4976
2016-11-14 2016-09-30 13F ORACLE COM 68389X105 282,151 12,304 4.56 11,083 0.34 1.7319
2016-08-15 2016-06-30 13F ORACLE COM 68389X105 269,847 6,716 2.55 11,045 2.60 1.7601
2016-05-16 2016-03-31 13F ORACLE COM 68389X105 263,131 -21,891 -7.68 10,765 3.39 1.6508
2016-02-16 2015-12-31 13F ORACLE COM 68389X105 285,022 12,084 4.43 10,412 5.61 1.7502
2015-11-17 2015-09-30 13F ORACLE COM 68389X105 272,938 2,748 1.02 9,859 -9.45 1.8793
2015-08-14 2015-06-30 13F Oracle Common 68389X105 270,190 4,789 1.80 10,889 -4.92 2.0406
2015-05-15 2015-03-31 13F Oracle Common 68389X105 265,401 6,537 2.53 11,452 -1.62 2.1535
2015-02-17 2014-12-31 13F Oracle Common 68389X105 258,864 2,898 1.13 11,641 18.81 1.9184
2014-11-12 2014-09-30 13F Oracle Common 68389X105 255,966 12,638 5.19 9,798 -0.65 1.5867
2014-07-25 2014-06-30 13F Oracle Common 68389X105 243,328 5,964 2.51 9,862 1.55 2.2918
2014-05-15 2014-03-31 13F OracleCorp Common 68389X105 237,364 7,967 3.47 9,711 10.64 2.6560
2014-02-14 2013-12-31 13F Oracle Common 68389X105 229,397 15,451 7.22 8,777 23.67 2.2764
2013-11-14 2013-09-30 13F Oracle Common 68389X105 213,946 15,238 7.67 7,097 16.31 2.2299
2013-08-14 2013-06-30 13F Oracle Common 68389X105 198,708 198,708 6,102 2.2016
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.