Oracle Corporation
MX ˙ BMV ˙ US68389X1054
SecurityMX:ORCL / Oracle Corporation
InstitutionLee Financial Co
Latest Disclosed Ownership5,986 shares
Latest Disclosed Value $ 880,601
Lee Financial Co reports 3.14% decrease in ownership of ORCL / Oracle Corporation

On April 13, 2026 - Lee Financial Co filed a 13F-HR form disclosing ownership of 5,986 shares of Oracle Corporation (MX:ORCL) valued at $880,601 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 6,180 shares of Oracle Corporation. This represents a change in shares of -3.14% 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 COM 68389X105 5,986 -194 -3.14 881 -26.91 0.1172
2026-01-22 2025-12-31 13F ORACLE COM 68389X105 6,180 -492 -7.37 1,205 -35.82 0.1625
2025-11-04 2025-09-30 13F ORACLE COM 68389X105 6,672 542 8.84 1,876 40.00 0.2353
2025-07-24 2025-06-30 13F ORACLE COM 68389X105 6,130 -8 -0.13 1,340 56.18 0.1922
2025-05-13 2025-03-31 13F ORACLE COM 68389X105 6,138 -309 -4.79 858 -20.11 0.1311
2025-01-30 2024-12-31 13F ORACLE COM 68389X105 6,447 -634 -8.95 1,074 -10.95 0.1509
2024-11-14 2024-09-30 13F ORACLE COM 68389X105 7,081 293 4.32 1,207 25.89 0.1714
2024-08-14 2024-06-30 13F ORACLE COM 68389X105 6,788 0 0.00 958 12.44 0.1562
2024-05-15 2024-03-31 13F ORACLE COM 68389X105 6,788 -34 -0.50 853 18.50 0.1422
2024-02-08 2023-12-31 13F ORACLE COM 68389X105 6,822 -9 -0.13 719 -0.55 0.1262
2023-11-09 2023-09-30 13F ORACLE COM 68389X105 6,831 34 0.50 724 -10.63 0.1348
2023-08-08 2023-06-30 13F ORACLE COM 68389X105 6,797 -93 -1.35 809 26.41 0.1418
2023-05-15 2023-03-31 13F ORACLE COM 68389X105 6,890 95 1.40 640 15.32 0.1098
2023-02-09 2022-12-31 13F ORACLE COM 68389X105 6,795 0 0.00 555 33.73 0.0948
2022-11-02 2022-09-30 13F ORACLE COM 68389X105 6,795 3 0.04 415 -12.63 0.0776
2022-08-10 2022-06-30 13F ORACLE COM 68389X105 6,792 665 10.85 475 -6.31 0.0871
2022-05-11 2022-03-31 13F ORACLE COM 68389X105 6,127 -160 -2.54 507 -7.48 0.0907
2022-02-08 2021-12-31 13F ORACLE COM 68389X105 6,287 0 0.00 548 0.00 0.1029
2021-11-12 2021-09-30 13F ORACLE COM 68389X105 6,287 0 0.00 548 12.07 0.1134
2021-08-04 2021-06-30 13F ORACLE COM 68389X105 6,287 -770 -10.91 489 -1.21 0.1037
2021-05-13 2021-03-31 13F ORACLE COM 68389X105 7,057 0 0.00 495 8.32 0.1174
2021-02-12 2020-12-31 13F ORACLE COM 68389X105 7,057 -74 -1.04 457 7.28 0.1185
2020-11-03 2020-09-30 13F ORACLE COM 68389X105 7,131 0 0.00 426 8.12 0.1190
2020-08-11 2020-06-30 13F ORACLE COM 68389X105 7,131 600 9.19 394 24.68 0.1094
2020-05-07 2020-03-31 13F ORACLE COM 68389X105 6,531 0 0.00 316 -8.67 0.1048
2020-02-14 2019-12-31 13F ORACLE COM 68389X105 6,531 0 0.00 346 -3.62 0.0747
2019-11-08 2019-09-30 13F ORACLE COM 68389X105 6,531 0 0.00 359 -3.49 0.0808
2019-07-30 2019-06-30 13F ORACLE COM 68389X105 6,531 0 0.00 372 5.98 0.0840
2019-04-30 2019-03-31 13F ORACLE COM 68389X105 6,531 -2 -0.03 351 18.98 0.0822
2019-02-11 2018-12-31 13F ORACLE COM 68389X105 6,533 -432 -6.20 295 -17.83 0.0791
2018-11-07 2018-09-30 13F ORACLE COM 68389X105 6,965 151 2.22 359 19.67 0.0883
2018-08-14 2018-06-30 13F ORACLE COM 68389X105 6,814 0 0.00 300 -3.85 0.0707
2018-05-09 2018-03-31 13F ORACLE COM 68389X105 6,814 -658 -8.81 312 -11.61 0.0792
2018-02-09 2017-12-31 13F ORACLE COM 68389X105 7,472 -192 -2.51 353 -4.85 0.1026
2017-11-07 2017-09-30 13F ORACLE COM 68389X105 7,664 -55 -0.71 371 -4.13 0.1197
2017-07-27 2017-06-30 13F ORACLE COM 68389X105 7,719 313 4.23 387 17.27 0.1424
2017-05-09 2017-03-31 13F ORACLE COM 68389X105 7,406 0 0.00 330 15.79 0.1315
2017-02-14 2016-12-31 13F ORACLE COM 68389X105 7,406 7,406 285 0.1595
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.