Oracle Corporation
MX ˙ BMV ˙ US68389X1054
SecurityMX:ORCL / Oracle Corporation
InstitutionWelch Group, LLC
Latest Disclosed Ownership74,617 shares
Latest Disclosed Value $ 10,976,846
Welch Group, LLC reports 9.27% increase in ownership of ORCL / Oracle Corporation

On April 21, 2026 - Welch Group, LLC filed a 13F-HR form disclosing ownership of 74,617 shares of Oracle Corporation (MX:ORCL) valued at $10,976,846 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 68,286 shares of Oracle Corporation. This represents a change in shares of 9.27% 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 COMMON 68389X105 74,617 6,331 9.27 10,977 -17.53 0.4124
2026-01-26 2025-12-31 13F ORACLE COMMON STOCK 68389X105 68,286 875 1.30 13,310 -29.80 0.5131
2025-10-14 2025-09-30 13F ORACLE COMMON 68389X105 67,411 1,526 2.32 18,959 31.62 0.7401
2025-07-25 2025-06-30 13F ORACLE COMMON 68389X105 65,885 2,778 4.40 14,404 62.04 0.6019
2025-04-08 2025-03-31 13F ORACLE COMMON 68389X105 63,107 944 1.52 8,890 -14.32 0.3910
2025-01-27 2024-12-31 13F ORACLE COMMON 68389X105 62,163 223 0.36 10,376 -1.70 0.4673
2024-10-24 2024-09-30 13F ORACLE COMMON 68389X105 61,940 2,814 4.76 10,555 26.43 0.4588
2024-07-17 2024-06-30 13F ORACLE COMMON 68389X105 59,126 814 1.40 8,349 13.98 0.4011
2024-04-09 2024-03-31 13F ORACLE COMMON 68389X105 58,312 2,474 4.43 7,325 24.41 0.3633
2024-01-23 2023-12-31 13F ORACLE Common 68389X105 55,838 1,212 2.22 5,887 1.76 0.3170
2023-10-18 2023-09-30 13F ORACLE Common 68389X105 54,626 50 0.09 5,786 -10.99 0.3428
2023-07-18 2023-06-30 13F ORACLE Common 68389X105 54,576 484 0.89 6,500 29.31 0.3726
2023-04-13 2023-03-31 13F ORACLE Common 68389X105 54,092 2,933 5.73 5,026 20.21 0.2922
2023-01-30 2022-12-31 13F ORACLE Common 68389X105 51,159 1,755 3.55 4,182 38.58 0.2392
2022-10-13 2022-09-30 13F ORACLE COMMON 68389X105 49,404 1,821 3.83 3,017 -9.26 0.1964
2022-07-21 2022-06-30 13F ORACLE COMMON 68389X105 47,583 2,521 5.59 3,325 -10.81 0.2029
2022-04-29 2022-03-31 13F ORACLE COMMON 68389X105 45,062 6,254 16.12 3,728 10.17 0.2128
2022-01-26 2021-12-31 13F ORACLE COMMON 68389X105 38,808 1,791 4.84 3,384 4.93 0.1980
2021-11-05 2021-09-30 13F ORACLE COMMON 68389X105 37,017 4,518 13.90 3,225 27.47 0.2183
2021-07-21 2021-06-30 13F ORACLE COMMON 68389X105 32,499 4,055 14.26 2,530 26.75 0.1725
2021-04-23 2021-03-31 13F ORACLE COMMON 68389X105 28,444 10,913 62.25 1,996 76.01 0.1437
2021-01-25 2020-12-31 13F ORACLE Common 68389X105 17,531 2,722 18.38 1,134 28.28 0.0910
2020-10-28 2020-09-30 13F ORACLE Common 68389X105 14,809 3,720 33.55 884 44.21 0.0772
2020-07-22 2020-06-30 13F ORACLE Common 68389X105 11,089 916 9.00 613 24.59 0.0573
2020-04-28 2020-03-31 13F ORACLE Common 68389X105 10,173 3,539 53.35 492 40.17 0.0525
2020-01-24 2019-12-31 13F Oracle Common 68389X105 6,634 -169 -2.48 351 -6.15 0.0345
2019-11-05 2019-09-30 13F Oracle Common 68389X105 6,803 36 0.53 374 -3.11 0.0384
2019-07-11 2019-06-30 13F Oracle Common 68389X105 6,767 47 0.70 386 6.93 0.0412
2019-04-15 2019-03-31 13F Oracle Common 68389X105 6,720 183 2.80 361 22.37 0.0397
2019-01-10 2018-12-31 13F Oracle Common 68389X105 6,537 1,255 23.76 295 8.46 0.0361
2018-11-01 2018-09-30 13F Oracle Common 68389X105 5,282 901 20.57 272 40.93 0.0283
2018-07-30 2018-06-30 13F Oracle Common 68389X105 4,381 338 8.36 193 4.32 0.0240
2018-04-23 2018-03-31 13F Oracle Common 68389X105 4,043 -430 -9.61 185 -12.32 0.0234
2018-02-01 2017-12-31 13F Oracle Common 68389X105 4,473 810 22.11 211 19.21 0.0327
2017-11-07 2017-09-30 13F Oracle Common 68389X105 3,663 -711 -16.26 177 -19.18 0.0296
2017-08-07 2017-06-30 13F Oracle Common 68389X105 4,374 560 14.68 219 28.82 0.0365
2017-05-01 2017-03-31 13F Oracle Common 68389X105 3,814 238 6.66 170 23.19 0.0320
2017-02-09 2016-12-31 13F Oracle Common 68389X105 3,576 -2,206 -38.15 138 -39.21 0.0270
2016-10-28 2016-09-30 13F Oracle Common 68389X105 5,782 1,789 44.80 227 39.26 0.0451
2016-07-27 2016-06-30 13F Oracle Common 68389X105 3,993 -1,407 -26.06 163 -26.24 0.0332
2016-05-05 2016-03-31 13F Oracle Common 68389X105 5,400 0 0.00 221 12.18 0.0369
2016-01-21 2015-12-31 13F Oracle Common 68389X105 5,400 47 0.88 197 2.07 0.0354
2015-10-23 2015-09-30 13F Oracle COM 68389X105 5,353 86 1.63 193 -8.96 0.0373
2015-07-31 2015-06-30 13F Oracle Common 68389X105 5,267 500 10.49 212 2.91 0.0401
2015-04-29 2015-03-31 13F Oracle Common 68389X105 4,767 0 0.00 206 -3.74 0.0378
2015-01-20 2014-12-31 13F Oracle Common 68389X105 4,767 -509 -9.65 214 5.94 0.0413
2014-10-29 2014-09-30 13F Oracle Common 68389X105 5,276 -8 -0.15 202 -5.61 0.0418
2014-07-22 2014-06-30 13F Oracle Common 68389X105 5,284 -93 -1.73 214 -2.73 0.0443
2014-04-23 2014-03-31 13F Oracle COM 68389X105 5,377 0 0.00 220 6.80 0.0498
2014-02-07 2013-12-31 13F Oracle Common 68389X105 5,377 141 2.69 206 18.39 0.0467
2013-10-04 2013-09-30 13F Oracle Common 68389X105 5,236 -95 -1.78 174 6.10 0.0428
2013-07-29 2013-06-30 13F Oracle Common 68389X105 5,331 5,331 164 0.0426
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.