Oracle Corporation
MX ˙ BMV ˙ US68389X1054
SecurityMX:ORCL / Oracle Corporation
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership47,726 shares
Latest Disclosed Value $ 7,020,972
IFP Advisors, Inc reports 2.76% increase in ownership of ORCL / Oracle Corporation

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 47,726 shares of Oracle Corporation (MX:ORCL) valued at $7,020,972 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 46,442 shares of Oracle Corporation. This represents a change in shares of 2.76% 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)
2026-04-13 2026-03-31 13F ORACLE cs 68389X105 47,726 1,284 2.76 7,021 -22.45 0.1456
2026-02-06 2025-12-31 13F ORACLE cs 68389X105 46,442 5,799 14.27 9,052 -20.80 0.2032
2026-02-06 2025-09-30 13F/A-1 ORACLE cs 68389X105 40,643 -6,637 -14.04 11,430 9.41 0.2968
2025-12-02 2025-09-30 13F ORACLE cs 68389X105 40,660 -6,620 11,435 0.2949
2025-07-24 2025-06-30 13F ORACLE cs 68389X105 47,280 6,952 17.24 10,447 85.30 0.2970
2025-05-05 2025-03-31 13F ORACLE cs 68389X105 40,328 2,661 7.06 5,638 -10.17 0.1739
2025-02-04 2024-12-31 13F ORACLE cs 68389X105 37,667 2,153 6.06 6,277 3.72 0.2055
2025-02-04 2024-09-30 13F ORACLE cs 68389X105 35,514 6,725 23.36 6,052 48.86 0.2181
2024-07-30 2024-06-30 13F ORACLE cs 68389X105 28,789 8,100 39.15 4,065 56.47 0.1613
2024-07-30 2024-03-31 13F ORACLE cs 68389X105 20,689 -1,426 -6.45 2,599 11.45 0.1140
2024-01-09 2023-12-31 13F ORACLE cs 68389X105 22,115 5,787 35.44 2,332 34.82 0.1101
2023-10-12 2023-09-30 13F ORACLE cs 68389X105 16,328 3,678 29.08 1,730 14.81 0.0777
2023-08-14 2023-06-30 13F/A-1 ORACLE cs 68389X105 12,650 -3,117 -19.77 1,506 117.00 0.0630
2023-08-04 2023-06-30 13F ORACLE cs 68389X105 12,650 -3,117 557 0.0258
2023-04-18 2023-03-31 13F ORACLE cs 68389X105 15,767 -18,668 -54.21 694 69,300.00 0.0302
2023-02-07 2022-12-31 13F ORACLE cs 68389X105 34,435 -6,504 -15.89 2 -99.95 0.0411
2022-11-08 2022-09-30 13F ORACLE cs 68389X105 40,939 3,607 9.66 1,836 9.68 0.0478
2022-09-06 2022-06-30 13F/A-1 ORACLE cs 68389X105 37,332 0 0.00 1,674 0.00 0.0537
2022-09-06 2022-03-31 13F/A-1 ORACLE cs 68389X105 37,332 19,127 105.06 1,674 5.62 0.0537
2022-08-08 2022-03-31 13F ORACLE CORP COM Stock 68389X105 19,866 1,661 877 0.0179
2022-01-12 2021-12-31 13F ORACLE CORP COM Stock 68389X105 18,205 -3,264 -15.20 1,585 -15.10 0.0310
2021-10-06 2021-09-30 13F ORACLE CORP COM Stock 68389X105 21,469 2,804 15.02 1,867 28.23 0.0373
2021-07-13 2021-06-30 13F ORACLE CORP COM Stock 68389X105 18,665 2,257 13.76 1,456 25.52 0.0301
2021-04-30 2021-03-31 13F ORACLE CORP COM Stock 68389X105 16,408 -1,895 -10.35 1,160 -2.03 0.0226
2021-01-25 2020-12-31 13F ORACLE CORP COM Stock 68389X105 18,303 639 3.62 1,184 12.65 0.0480
2020-10-29 2020-09-30 13F ORACLE CORP COM Stock 68389X105 17,664 372 2.15 1,051 12.05 0.0627
2020-08-05 2020-06-30 13F ORACLE CORP COM Stock 68389X105 17,292 5,980 52.86 938 64.85 0.0743
2020-05-12 2020-03-31 13F ORACLE CORP COM Stock 68389X105 11,312 -2,053 -15.36 569 -20.53 0.0574
2020-01-17 2019-12-31 13F ORACLE CORP COM Stock 68389X105 13,365 -16,599 -55.40 716 -55.78 0.0538
2019-11-07 2019-09-30 13F ORACLE CORP COM Stock 68389X105 29,964 10,411 53.25 1,619 54.19 0.1085
2019-05-15 2019-03-31 13F ORACLE Stock 68389X105 19,553 -12,902 -39.75 1,050 -27.84 0.1434
2019-06-03 2018-12-31 13F/A-10 ORACLE Stock 68389X105 32,455 -7,193 -18.14 1,455 -28.82 0.0887
2019-01-23 2018-12-31 13F ORACLE Stock 68389X105 32,455 -7,193 1,455 0.0887
2019-06-03 2018-09-30 13F/A-9 ORACLE Stock 68389X105 39,648 -3,957 -9.07 2,044 6.40 0.0833
2018-10-25 2018-09-30 13F ORACLE Stock 68389X105 39,648 -3,957 2,044 0.0833
2019-06-03 2018-06-30 13F/A-8 ORACLE Stock 68389X105 43,605 -19,894 -31.33 1,921 -36.01 0.0808
2018-08-07 2018-06-30 13F ORACLE Stock 68389X105 43,605 -20,310 1,921
2019-06-03 2018-03-31 13F/A-7 ORACLE CORP COM Stock 68389X105 63,499 0 0.00 3,002 0.00 0.1361
2018-05-09 2018-03-31 13F ORACLE Stock 68389X105 63,915 416 2,924
2019-06-03 2017-12-31 13F/A-6 ORACLE CORP COM Stock 68389X105 63,499 -7,756 -10.88 3,002 -12.86 0.1361
2018-01-24 2017-12-31 13F ORACLE CORP COM Stock 68389X105 63,499 -7,756 3,002
2017-10-30 2017-09-30 13F ORACLE CORP COM Stock 68389X105 71,255 -2,073 -2.83 3,445 -6.31 0.1368
2019-06-03 2017-06-30 13F/A-5 ORACLE CORP COM Stock 68389X105 73,328 2,741 3.88 3,677 16.77 0.1559
2017-07-31 2017-06-30 13F ORACLE CORP COM Stock 68389X105 73,328 2,741 3,677
2019-06-03 2017-03-31 13F/A-4 ORACLE CORP COM Stock 68389X105 70,587 11,809 20.09 3,149 39.34 0.1371
2017-04-26 2017-03-31 13F ORACLE CORP COM Stock 68389X105 70,587 11,809 3,149
2019-06-03 2016-12-31 13F/A-3 ORACLE CORP COM Stock 68389X105 58,778 -2,935 -4.76 2,260 -6.77 0.1091
2017-02-14 2016-12-31 13F ORACLE CORP COM Stock 68389X105 58,778 -2,935 2,260
2016-11-04 2016-09-30 13F ORACLE CORP COM Stock 68389X105 61,713 -1,856 -2.92 2,424 -6.84 0.1260
2019-06-03 2016-06-30 13F/A-2 ORACLE CORP COM Stock 68389X105 63,569 44,016 225.11 2,602 147.81 0.1453
2016-08-22 2016-06-30 13F ORACLE CORP COM Stock 68389X105 63,569 44,016 2,602
2019-06-03 2016-03-31 13F/A-1 ORACLE Stock 68389X105 19,553 -39,320 -66.79 1,050 -51.19 0.1434
2016-05-02 2016-03-31 13F ORACLE CORP COM Stock 68389X105 63,401 4,528 2,594
2016-02-11 2015-12-31 13F ORACLE CORP COM Stock 68389X105 58,873 58,873 2,151 0.1444
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.