Oracle Corporation
MX ˙ BMV ˙ US68389X1054
SecurityMX:ORCL / Oracle Corporation
InstitutionPinnacle Associates Ltd
Latest Disclosed Ownership223,083 shares
Latest Disclosed Value $ 32,817,776
Pinnacle Associates Ltd reports 0.25% decrease in ownership of ORCL / Oracle Corporation

On April 21, 2026 - Pinnacle Associates Ltd filed a 13F-HR form disclosing ownership of 223,083 shares of Oracle Corporation (MX:ORCL) valued at $32,817,776 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 223,636 shares of Oracle Corporation. This represents a change in shares of -0.25% 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)
2026-04-21 2026-03-31 13F ORACLE COM 68389X105 223,083 -553 -0.25 32,818 -24.71 0.4207
2026-02-05 2025-12-31 13F ORACLE COM 68389X105 223,636 -11,757 -4.99 43,589 -34.16 0.5593
2025-11-13 2025-09-30 13F ORACLE COM 68389X105 235,393 -1,686 -0.71 66,202 27.72 0.8785
2025-08-04 2025-06-30 13F ORACLE COM 68389X105 237,079 -41 -0.02 51,833 56.35 0.7504
2025-05-06 2025-03-31 13F ORACLE COM 68389X105 237,120 14,612 6.57 33,152 -10.59 0.4858
2025-02-14 2024-12-31 13F ORACLE COM 68389X105 222,508 1,242 0.56 37,079 58.94 0.5031
2024-10-25 2024-09-30 13F ORACLE COM 68389X105 221,266 1,483 0.67 23,328 -24.83 0.3967
2024-07-30 2024-06-30 13F ORACLE COM 68389X105 219,783 -1,140 -0.52 31,033 11.83 0.4859
2024-04-26 2024-03-31 13F ORACLE COM 68389X105 220,923 -343 -0.16 27,750 18.96 0.4374
2024-01-19 2023-12-31 13F ORACLE COM 68389X105 221,266 6,304 2.93 23,328 2.46 0.3925
2023-10-24 2023-09-30 13F ORACLE COM 68389X105 214,962 -4,979 -2.26 22,769 -13.07 0.4232
2023-07-27 2023-06-30 13F ORACLE COM 68389X105 219,941 14,631 7.13 26,193 37.30 0.4545
2023-05-05 2023-03-31 13F ORACLE COM 68389X105 205,310 -6,960 -3.28 19,077 9.95 0.3902
2023-02-01 2022-12-31 13F/A-1 ORACLE COM 68389X105 212,270 1,078 0.51 17,351 34.53 0.3781
2023-01-25 2022-12-31 13F ORACLE COM 68389X105 210,305 -887 17,396 0.0004
2022-11-01 2022-09-30 13F ORACLE COM 68389X105 211,192 -5,438 -2.51 12,897 -14.79 0.2960
2022-08-02 2022-06-30 13F ORACLE COM 68389X105 216,630 -7,446 -3.32 15,136 -18.35 0.3301
2022-05-05 2022-03-31 13F ORACLE COM 68389X105 224,076 -35,064 -13.53 18,538 -17.97 0.3281
2022-02-02 2021-12-31 13F ORACLE COM 68389X105 259,140 -1,637 -0.63 22,600 -0.53 0.3898
2021-10-19 2021-09-30 13F ORACLE COM 68389X105 260,777 -5,444 -2.04 22,721 9.64 0.4189
2021-08-02 2021-06-30 13F ORACLE COM 68389X105 266,221 -6,640 -2.43 20,723 8.23 0.3747
2021-05-12 2021-03-31 13F ORACLE COM 68389X105 272,861 1,396 0.51 19,147 9.03 0.3651
2021-01-26 2020-12-31 13F ORACLE COM 68389X105 271,465 3,243 1.21 17,561 9.67 0.3566
2020-10-23 2020-09-30 13F ORACLE COM 68389X105 268,222 -31,627 -10.55 16,013 -3.38 0.3803
2020-08-14 2020-06-30 13F ORACLE COM 68389X105 299,849 -6,348 -2.07 16,573 11.99 0.4087
2020-05-13 2020-03-31 13F ORACLE COM 68389X105 306,197 19,356 6.75 14,798 -2.63 0.4495
2020-02-03 2019-12-31 13F ORACLE COM 68389X105 286,841 -3,286 -1.13 15,197 -4.82 0.3328
2019-11-08 2019-09-30 13F ORACLE COM 68389X105 290,127 35,668 14.02 15,966 10.13 0.3761
2019-08-05 2019-06-30 13F ORACLE COM 68389X105 254,459 -33,553 -11.65 14,497 -6.28 0.3394
2019-05-10 2019-03-31 13F ORACLE COM 68389X105 288,012 -9,920 -3.33 15,469 14.99 0.3495
2019-02-05 2018-12-31 13F ORACLE COM 68389X105 297,932 11,922 4.17 13,452 -8.78 0.3473
2018-11-09 2018-09-30 13F ORACLE COM 68389X105 286,010 -13,146 -4.39 14,747 11.88 0.3060
2018-08-08 2018-06-30 13F ORACLE COM 68389X105 299,156 61,026 25.63 13,181 20.99 0.2712
2018-05-11 2018-03-31 13F ORACLE COM 68389X105 238,130 18,906 8.62 10,894 5.10 0.2135
2018-02-12 2017-12-31 13F ORACLE COM 68389X105 219,224 -1,699 -0.77 10,365 -2.97 0.1991
2017-11-13 2017-09-30 13F ORACLE COM 68389X105 220,923 5,748 2.67 10,682 -0.99 0.1969
2017-08-09 2017-06-30 13F ORACLE COM 68389X105 215,175 17,474 8.84 10,789 22.34 0.2074
2017-05-09 2017-03-31 13F ORACLE COM 68389X105 197,701 -12,020 -5.73 8,819 9.36 0.1684
2017-02-10 2016-12-31 13F ORACLE COM 68389X105 209,721 -1,331 -0.63 8,064 -2.73 0.1627
2016-11-14 2016-09-30 13F ORACLE COM 68389X105 211,052 -2,799 -1.31 8,290 -5.29 0.1663
2016-08-15 2016-06-30 13F ORACLE COM 68389X105 213,851 -27,946 -11.56 8,753 -11.51 0.1886
2016-05-13 2016-03-31 13F ORACLE COM 68389X105 241,797 -3,055 -1.25 9,892 10.60 0.2116
2016-02-11 2015-12-31 13F/A-1 ORACLE COM 68389X105 244,852 -1,112 -0.45 8,944 0.68 0.1876
2016-02-09 2015-12-31 13F ORACLE COM 68389X105 244,852 -1,112 8,944 0.1911
2015-11-10 2015-09-30 13F ORACLE COM 68389X105 245,964 -24,142 -8.94 8,884 -18.38 0.1966
2015-08-12 2015-06-30 13F ORACLE COM 68389X105 270,106 5,326 2.01 10,885 -4.73 0.2021
2015-05-15 2015-03-31 13F Oracle COM 68389X105 264,780 341 0.13 11,425 -3.93 0.2132
2015-02-12 2014-12-31 13F Oracle COM 68389X105 264,439 -96,188 -26.67 11,892 -13.86 0.2332
2014-11-12 2014-09-30 13F Oracle COM 68389X105 360,627 411 0.11 13,805 -5.45 0.2811
2014-08-14 2014-06-30 13F Oracle COM 68389X105 360,216 -2,795 -0.77 14,600 -1.69 0.2850
2014-05-14 2014-03-31 13F Oracle COM 68389X105 363,011 -33,108 -8.36 14,851 -2.01 0.2896
2014-02-12 2013-12-31 13F Oracle COM 68389X105 396,119 -17,825 -4.31 15,156 10.38 0.2959
2013-11-14 2013-09-30 13F Oracle COM 68389X105 413,944 9,110 2.25 13,731 10.45 0.2841
2013-08-13 2013-06-30 13F Oracle COM 68389X105 404,834 404,834 12,432 0.2794
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.