Oracle Corporation
MX ˙ BMV ˙ US68389X1054
SecurityMX:ORCL / Oracle Corporation
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership11,730 shares
Latest Disclosed Value $ 1,725,601
Pinnacle Wealth Planning Services, Inc. reports 8.73% increase in ownership of ORCL / Oracle Corporation

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 11,730 shares of Oracle Corporation (MX:ORCL) valued at $1,725,601 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 10,788 shares of Oracle Corporation. This represents a change in shares of 8.73% 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)
2026-05-11 2026-03-31 13F ORACLE COM 68389X105 11,730 942 8.73 1,726 -17.94 0.1783
2026-02-13 2025-12-31 13F ORACLE COM 68389X105 10,788 654 6.45 2,103 -26.25 0.2195
2025-11-13 2025-09-30 13F ORACLE COM 68389X105 10,134 2,192 27.60 2,850 64.17 0.3340
2025-08-11 2025-06-30 13F ORACLE COM 68389X105 7,942 125 1.60 1,736 58.97 0.2284
2025-05-15 2025-03-31 13F ORACLE COM 68389X105 7,817 -1,240 -13.69 1,093 -27.63 0.1643
2025-02-27 2024-12-31 13F/A-1 ORACLE COM 68389X105 9,057 -1,386 -13.27 1,509 -15.18 0.2268
2025-02-06 2024-12-31 13F ORACLE COM 68389X105 9,057 -1,386 1,509 0.2107
2024-11-13 2024-09-30 13F ORACLE Stock 68389X105 10,443 -63 -0.60 1,779 19.96 0.2417
2024-08-09 2024-06-30 13F ORACLE Stock 68389X105 10,506 176 1.70 1,483 14.34 0.2120
2024-05-10 2024-03-31 13F ORACLE Stock 68389X105 10,330 447 4.52 1,298 24.59 0.1901
2024-02-08 2023-12-31 13F ORACLE Stock 68389X105 9,883 190 1.96 1,042 1.46 0.1637
2023-11-08 2023-09-30 13F ORACLE Stock 68389X105 9,693 -20 -0.21 1,027 -11.25 0.1692
2023-08-07 2023-06-30 13F ORACLE Stock 68389X105 9,713 -351 -3.49 1,157 23.64 0.1868
2023-05-03 2023-03-31 13F ORACLE Stock 68389X105 10,064 664 7.06 935 21.74 0.1554
2023-02-13 2022-12-31 13F ORACLE Stock 68389X105 9,400 -1,399 -12.95 768 16.54 0.1365
2022-11-09 2022-09-30 13F ORACLE Stock 68389X105 10,799 274 2.60 659 -10.34 0.1218
2022-08-03 2022-06-30 13F ORACLE Stock 68389X105 10,525 1,638 18.43 735 0.00 0.1320
2022-04-20 2022-03-31 13F ORACLE Stock 68389X105 8,887 -76 -0.85 735 -6.01 0.1339
2022-01-21 2021-12-31 13F ORACLE Stock 68389X105 8,963 -48 -0.53 782 -0.38 0.1528
2021-10-29 2021-09-30 13F ORACLE Stock 68389X105 9,011 455 5.32 785 17.87 0.1735
2021-08-02 2021-06-30 13F ORACLE Stock 68389X105 8,556 32 0.38 666 11.37 0.1549
2021-04-29 2021-03-31 13F ORACLE Stock 68389X105 8,524 551 6.91 598 15.89 0.1534
2021-02-12 2020-12-31 13F ORACLE Stock 68389X105 7,973 -160 -1.97 516 6.17 0.1233
2020-11-03 2020-09-30 13F ORACLE Stock 68389X105 8,133 -2 -0.02 486 8.24 0.1605
2020-07-27 2020-06-30 13F ORACLE Stock 68389X105 8,135 -200 -2.40 449 11.69 0.1458
2020-05-11 2020-03-31 13F ORACLE Stock 68389X105 8,335 -391 -4.48 402 -12.99 0.1909
2020-02-07 2019-12-31 13F ORACLE Stock 68389X105 8,726 2,796 47.15 462 41.72 0.2173
2019-10-31 2019-09-30 13F ORACLE Stock 68389X105 5,930 -415 -6.54 326 -9.94 0.1775
2019-08-06 2019-06-30 13F ORACLE Stock 68389X105 6,345 671 11.83 362 18.69 0.2185
2019-05-08 2019-03-31 13F ORACLE Stock 68389X105 5,674 -532 -8.57 305 8.93 0.2047
2019-03-01 2018-12-31 13F ORACLE Stock 68389X105 6,206 -957 -13.36 280 -24.32 0.1792
2019-02-28 2018-09-30 13F ORACLE Stock 68389X105 7,163 1,101 18.16 370 38.58 0.3383
2019-02-28 2018-06-30 13F ORACLE Stock 68389X105 6,062 156 2.64 267 -1.48 0.2593
2019-02-28 2018-03-31 13F ORACLE Stock 68389X105 5,906 5,906 271 0.2787
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.