Oracle Corporation
MX ˙ BMV ˙ US68389X1054
SecurityMX:ORCL / Oracle Corporation
InstitutionSteigerwald, Gordon & Koch Inc.
Latest Disclosed Ownership86,362 shares
Latest Disclosed Value $ 12,704,766
Steigerwald, Gordon & Koch Inc. reports 2.31% decrease in ownership of ORCL / Oracle Corporation

On April 28, 2026 - Steigerwald, Gordon & Koch Inc. filed a 13F-HR form disclosing ownership of 86,362 shares of Oracle Corporation (MX:ORCL) valued at $12,704,766 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 88,400 shares of Oracle Corporation. This represents a change in shares of -2.31% 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)
2026-04-28 2026-03-31 13F Oracle COMMON 68389X105 86,362 -2,038 -2.31 12,705 -26.27 1.3042
2026-01-23 2025-12-31 13F Oracle COM 68389X105 88,400 6,864 8.42 17,230 -24.86 1.6538
2025-10-23 2025-09-30 13F Oracle COMMON 68389X105 81,536 7,006 9.40 22,931 40.73 2.2007
2025-07-14 2025-06-30 13F ORACLE COM 68389X105 74,530 12,077 19.34 16,295 86.62 1.7184
2025-04-10 2025-03-31 13F ORACLE COM 68389X105 62,453 56,600 967.03 8,732 795.49 0.9742
2025-01-16 2024-12-31 13F ORACLE COM 68389X105 5,853 -17 -0.29 975 -2.50 0.1102
2024-10-09 2024-09-30 13F ORACLE COM 68389X105 5,870 70 1.21 1,000 22.10 0.1091
2024-08-07 2024-06-30 13F ORACLE COM 68389X105 5,800 496 9.35 819 22.97 0.0991
2024-04-16 2024-03-31 13F ORACLE COM 68389X105 5,304 7 0.13 666 19.35 0.0829
2024-01-16 2023-12-31 13F ORACLE COM 68389X105 5,297 84 1.61 558 1.09 0.0756
2023-10-11 2023-09-30 13F ORACLE COM 68389X105 5,213 83 1.62 552 -9.51 0.0842
2023-07-17 2023-06-30 13F ORACLE COM 68389X105 5,130 -18 -0.35 611 27.62 0.0896
2023-04-19 2023-03-31 13F ORACLE COM 68389X105 5,148 -54 -1.04 478 12.47 0.0715
2023-01-17 2022-12-31 13F ORACLE COM 68389X105 5,202 119 2.34 425 37.10 0.0676
2022-10-12 2022-09-30 13F ORACLE COM 68389X105 5,083 902 21.57 310 6.16 0.0568
2022-07-14 2022-06-30 13F ORACLE COM 68389X105 4,181 32 0.77 292 -14.87 0.0509
2022-04-25 2022-03-31 13F ORACLE COM 68389X105 4,149 -439 -9.57 343 -14.25 0.0524
2022-01-26 2021-12-31 13F ORACLE COM 68389X105 4,588 -568 -11.02 400 -10.91 0.0601
2021-10-18 2021-09-30 13F ORACLE COM 68389X105 5,156 88 1.74 449 13.96 0.0734
2021-07-27 2021-06-30 13F ORACLE COM 68389X105 5,068 34 0.68 394 11.61 0.0652
2021-04-27 2021-03-31 13F ORACLE COM 68389X105 5,034 89 1.80 353 10.31 0.0656
2021-01-22 2020-12-31 13F ORACLE COM 68389X105 4,945 165 3.45 320 12.28 0.0650
2020-10-14 2020-09-30 13F ORACLE COM 68389X105 4,780 100 2.14 285 10.04 0.0674
2020-07-14 2020-06-30 13F ORACLE COM 68389X105 4,680 349 8.06 259 23.92 0.0686
2020-04-20 2020-03-31 13F ORACLE COM 68389X105 4,331 -33 -0.76 209 -9.52 0.0709
2020-01-27 2019-12-31 13F ORACLE COM 68389X105 4,364 4,364 0.76 231 10.53 0.0543
2018-09-13 2018-06-30 13F ORACLE COM 68389X105 0 0 0 0.0000
2018-09-13 2018-03-31 13F ORACLE COM 68389X105 0 0 0 0.0000
2018-09-13 2017-12-31 13F ORACLE COM 68389X105 0 -4,989 -100.00 0 -100.00
2018-09-13 2017-09-30 13F ORACLE COM 68389X105 4,989 2 0.04 241 -3.60 0.0665
2018-09-13 2017-06-30 13F ORACLE COM 68389X105 4,987 -148 -2.88 250 9.17 0.0705
2018-09-13 2017-03-31 13F ORACLE COM 68389X105 5,135 5,135 229 0.0678
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.