Oracle Corporation
MX ˙ BMV ˙ US68389X1054
SecurityMX:ORCL / Oracle Corporation
InstitutionJohnson Financial Group, LLC
Latest Disclosed Ownership3,189 shares
Latest Disclosed Value $ 469,134
Johnson Financial Group, LLC reports 38.71% increase in ownership of ORCL / Oracle Corporation

On May 14, 2026 - Johnson Financial Group, LLC filed a 13F-HR form disclosing ownership of 3,189 shares of Oracle Corporation (MX:ORCL) valued at $469,134 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 2,299 shares of Oracle Corporation. This represents a change in shares of 38.71% 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 3,189 890 38.71 469 4.69 0.0312
2026-02-10 2025-12-31 13F ORACLE COM 68389X105 2,299 370 19.18 448 -17.34 0.0277
2025-10-30 2025-09-30 13F ORACLE COM 68389X105 1,929 21 1.10 543 29.98 0.0496
2025-08-11 2025-06-30 13F ORACLE COM 68389X105 1,908 -819 -30.03 417 9.45 0.0395
2025-05-12 2025-03-31 13F ORACLE COM 68389X105 2,727 2,727 381 0.0402
2018-02-14 2017-12-31 13F Oracle COM 68389X105 0 -4,534 -100.00 0 -100.00
2017-11-09 2017-09-30 13F Oracle COM 68389X105 4,534 -107 -2.31 219 -5.60 0.1823
2017-11-03 2017-06-30 13F/A-1 Oracle COM 68389X105 4,641 -67 -1.42 232 10.48 0.1953
2017-07-19 2017-06-30 13F Oracle COM 68389X105 4,641 -67 232
2017-05-11 2017-03-31 13F Oracle COM 68389X105 4,708 -1,529 -24.51 210 -12.50 0.2391
2017-05-11 2016-12-31 13F Oracle COM 68389X105 6,237 6,237 240 0.1922
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.