Oracle Corporation
MX ˙ BMV ˙ US68389X1054
SecurityMX:ORCL / Oracle Corporation
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership3,633,070 shares
Latest Disclosed Value $ 534,460,868
First Trust Advisors Lp reports 23.26% increase in ownership of ORCL / Oracle Corporation

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 3,633,070 shares of Oracle Corporation (MX:ORCL) valued at $534,460,868 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,947,500 shares of Oracle Corporation. This represents a change in shares of 23.26% 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)
2026-05-13 2026-03-31 13F ORACLE COM 68389X105 3,633,070 685,570 23.26 534,461 -6.97 0.3809
2026-02-13 2025-12-31 13F ORACLE COM 68389X105 2,947,500 516,531 21.25 574,497 -15.97 0.4175
2025-11-12 2025-09-30 13F ORACLE COM 68389X105 2,430,969 -311,093 -11.35 683,685 14.04 0.5080
2025-08-13 2025-06-30 13F ORACLE COM 68389X105 2,742,062 -65,580 -2.34 599,497 52.72 0.4822
2025-05-14 2025-03-31 13F ORACLE COM 68389X105 2,807,642 167,765 6.36 392,537 -10.77 0.3477
2025-02-13 2024-12-31 13F ORACLE COM 68389X105 2,639,877 -195,339 -6.89 439,909 -8.94 0.3878
2024-11-13 2024-09-30 13F ORACLE COM 68389X105 2,835,216 428,611 17.81 483,121 42.17 0.4603
2024-08-13 2024-06-30 13F ORACLE COM 68389X105 2,406,605 187,850 8.47 339,813 21.93 0.3465
2024-05-13 2024-03-31 13F ORACLE COM 68389X105 2,218,755 -495,046 -18.24 278,698 -2.59 0.2829
2024-02-13 2023-12-31 13F ORACLE COM 68389X105 2,713,801 -47,612 -1.72 286,116 -2.18 0.3122
2023-11-13 2023-09-30 13F ORACLE COM 68389X105 2,761,413 461,963 20.09 292,489 6.81 0.3467
2023-08-14 2023-06-30 13F ORACLE COM 68389X105 2,299,450 -140,090 -5.74 273,841 20.80 0.3114
2023-05-15 2023-03-31 13F ORACLE COM 68389X105 2,439,540 143,492 6.25 226,682 20.81 0.2618
2023-02-09 2022-12-31 13F ORACLE COM 68389X105 2,296,048 -1,652,572 -41.85 187,632 -22.19 0.2231
2022-11-14 2022-09-30 13F ORACLE COM 68389X105 3,948,620 -705,759 -15.16 241,142 -25.85 0.3126
2022-08-12 2022-06-30 13F ORACLE COM 68389X105 4,654,379 89,655 1.96 325,201 -13.89 0.4015
2022-05-13 2022-03-31 13F ORACLE COM 68389X105 4,564,724 -1,777,968 -28.03 377,640 -31.73 0.3863
2022-02-08 2021-12-31 13F ORACLE COM 68389X105 6,342,692 128,604 2.07 553,146 2.16 0.5381
2021-11-15 2021-09-30 13F ORACLE COM 68389X105 6,214,088 -376,115 -5.71 541,433 5.55 0.5822
2021-10-12 2021-06-30 13F/A-1 ORACLE COM 68389X105 6,590,203 -322,204 -4.66 512,962 5.74 0.5552
2021-08-16 2021-06-30 13F ORACLE COM 68389X105 6,590,203 -322,204 512,981 0.5291
2021-05-14 2021-03-31 13F ORACLE COM 68389X105 6,912,407 904,866 15.06 485,139 24.83 0.5874
2021-02-02 2020-12-31 13F ORACLE COM 68389X105 6,007,541 756,329 14.40 388,628 23.97 0.5150
2020-11-05 2020-09-30 13F ORACLE COM 68389X105 5,251,212 331,317 6.73 313,497 15.29 0.5021
2020-07-22 2020-06-30 13F ORACLE COM 68389X105 4,919,895 709,187 16.84 271,923 33.62 0.4713
2020-05-06 2020-03-31 13F ORACLE COM 68389X105 4,210,708 -574,913 -12.01 203,504 -19.74 0.4611
2020-02-03 2019-12-31 13F ORACLE COM 68389X105 4,785,621 803,890 20.19 253,542 15.71 0.4330
2019-11-04 2019-09-30 13F ORACLE COM 68389X105 3,981,731 187,204 4.93 219,115 1.36 0.4125
2019-07-30 2019-06-30 13F ORACLE COM 68389X105 3,794,527 993,629 35.48 216,174 43.70 0.4076
2019-06-19 2019-03-31 13F/A-1 ORACLE COM 68389X105 2,800,898 172,115 6.55 150,436 26.75 0.2992
2019-05-09 2019-03-31 13F ORACLE COM 68389X105 2,800,898 172,115 150,436
2019-02-07 2018-12-31 13F ORACLE COM 68389X105 2,628,783 -65,868 -2.44 118,690 -14.57 0.2814
2018-10-25 2018-09-30 13F ORACLE COM 68389X105 2,694,651 332,539 14.08 138,936 33.50 0.2587
2018-08-02 2018-06-30 13F ORACLE COM 68389X105 2,362,112 -224,786 -8.69 104,075 -12.06 0.2158
2018-04-23 2018-03-31 13F ORACLE COM 68389X105 2,586,898 200,020 8.38 118,351 4.87 0.2718
2018-02-08 2017-12-31 13F ORACLE COM 68389X105 2,386,878 393,700 19.75 112,852 17.10 0.2687
2017-10-24 2017-09-30 13F ORACLE COM 68389X105 1,993,178 -75,347 -3.64 96,370 -7.08 0.2479
2017-08-02 2017-06-30 13F ORACLE COM 68389X105 2,068,525 174,544 9.22 103,716 22.76 0.2768
2017-05-02 2017-03-31 13F ORACLE COM 68389X105 1,893,981 286,202 17.80 84,490 36.67 0.2342
2017-02-06 2016-12-31 13F ORACLE COM 68389X105 1,607,779 71,911 4.68 61,819 2.47 0.1840
2016-11-01 2016-09-30 13F ORACLE COM 68389X105 1,535,868 133,625 9.53 60,329 5.11 0.1801
2016-08-04 2016-06-30 13F ORACLE COM 68389X105 1,402,243 -73,850 -5.00 57,394 -4.96 0.1807
2016-05-10 2016-03-31 13F ORACLE COM 68389X105 1,476,093 -57,502 -3.75 60,387 7.79 0.1940
2016-05-04 2015-12-31 13F/A-1 ORACLE COM 68389X105 1,533,595 208,445 15.73 56,022 17.04 0.1454
2016-02-03 2015-12-31 13F ORACLE COM 68389X105 1,533,595 56,022
2015-11-05 2015-09-30 13F ORACLE COM 68389X105 1,325,150 -515 -0.04 47,864 -10.41 0.1387
2015-08-04 2015-06-30 13F ORACLE COM 68389X105 1,325,665 -19,766 -1.47 53,424 -7.98 0.1387
2015-05-04 2015-03-31 13F ORACLE COM 68389X105 1,345,431 -41,946 -3.02 58,055 -6.95 0.1705
2015-02-13 2014-12-31 13F ORACLE COM 68389X105 1,387,377 164,422 13.44 62,390 33.27 0.2105
2014-11-12 2014-09-30 13F ORACLE COM 68389X105 1,222,955 118,046 10.68 46,815 4.54 0.1841
2014-08-11 2014-06-30 13F ORACLE COM 68389X105 1,104,909 117,698 11.92 44,782 10.88 0.1861
2014-05-12 2014-03-31 13F ORACLE COM 68389X105 987,211 410,810 71.27 40,387 83.14 0.1775
2014-08-08 2013-12-31 13F/A-1 ORACLE COM 68389X105 576,401 145,142 33.66 22,053 54.16 0.1069
2014-02-13 2013-12-31 13F ORACLE COM 68389X105 576,401 22,053
2013-11-12 2013-09-30 13F ORACLE COM 68389X105 431,259 -56,264 -11.54 14,305 -4.45 0.0775
2013-08-12 2013-06-30 13F ORACLE COM 68389X105 487,523 487,523 14,972 0.0974
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.