Oracle Corporation
MX ˙ BMV ˙ US68389X1054
SecurityMX:ORCL / Oracle Corporation
InstitutionSecurity Financial Services, INC.
Latest Disclosed Ownership4,344 shares
Latest Disclosed Value $ 639,100
Security Financial Services, INC. reports 14.47% decrease in ownership of ORCL / Oracle Corporation

On May 27, 2026 - Security Financial Services, INC. filed a 13F-HR form disclosing ownership of 4,344 shares of Oracle Corporation (MX:ORCL) valued at $639,100 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 5,079 shares of Oracle Corporation. This represents a change in shares of -14.47% 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)
2026-05-27 2026-03-31 13F ORACLE COM 68389X105 4,344 -735 -14.47 639 -35.45 0.1011
2026-01-27 2025-12-31 13F ORACLE COM 68389X105 5,079 -110 -2.12 990 -32.15 0.1554
2025-10-14 2025-09-30 13F ORACLE COM 68389X105 5,189 -918 -15.03 1,459 9.29 0.2359
2025-08-08 2025-06-30 13F ORACLE COM 68389X105 6,107 342 5.93 1,335 65.63 0.2358
2025-05-07 2025-03-31 13F ORACLE COM 68389X105 5,765 1,045 22.14 806 2.54 0.1600
2025-02-13 2024-12-31 13F ORACLE COM 68389X105 4,720 148 3.24 787 0.90 0.1602
2024-11-05 2024-09-30 13F ORACLE COM 68389X105 4,572 -194 -4.07 779 15.75 0.1587
2024-07-23 2024-06-30 13F ORACLE COM 68389X105 4,766 2 0.04 673 12.54 0.1462
2024-04-11 2024-03-31 13F ORACLE COM 68389X105 4,764 220 4.84 598 24.84 0.1350
2024-01-16 2023-12-31 13F ORACLE COM 68389X105 4,544 234 5.43 479 5.04 0.1175
2023-11-07 2023-09-30 13F ORACLE COM 68389X105 4,310 -115 -2.60 457 -13.31 0.1289
2023-08-11 2023-06-30 13F ORACLE COM 68389X105 4,425 34 0.77 527 28.92 0.1495
2023-05-02 2023-03-31 13F ORACLE COM 68389X105 4,391 162 3.83 408 18.26 0.1240
2023-01-30 2022-12-31 13F ORACLE COM 68389X105 4,229 406 10.62 346 48.07 0.1072
2022-10-19 2022-09-30 13F ORACLE COM 68389X105 3,823 302 8.58 233 -5.28 0.0794
2022-07-20 2022-06-30 13F ORACLE COM 68389X105 3,521 110 3.22 246 -12.77 0.0784
2022-04-27 2022-03-31 13F/A-2 ORACLE COM 68389X105 3,411 645 23.32 282 17.01 0.0894
2022-04-19 2022-03-31 13F ORACLE COM 68389X105 3,411 645 282 0.0930
2022-03-15 2021-12-31 13F ORACLE COM 68389X105 2,766 2,766 241 0.0804
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.