Position in ORCL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$17,413,116
-$7,601,243 QoQ
Shares Held
118,368
-7.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Advisors Asset Management, Inc. holds $197,336,626 across 55 Software - Infrastructure names. ORCL ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
274,697 | $101,684,588 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
139,872 | $20,460,476 | |
| 3 | PANW |
Palo Alto Networks Inc
|
114,746 | $18,396,078 | |
| 4 | ORCL |
Oracle Corp
This page
|
118,368 | $17,413,116 | |
| 5 | XYZ |
Block, Inc.
|
184,509 | $11,103,751 | |
| 6 | FTNT |
Fortinet, Inc.
|
65,952 | $5,389,597 | |
| 7 | AKAM |
Akamai Technologies Inc
|
35,451 | $4,071,547 | |
| 8 | NTAP |
NetApp, Inc.
|
26,553 | $2,718,761 |
All Filings in ORCL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,413,116 | 118,368 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,014,359 | 128,338 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $36,099,685 | 128,359 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $29,180,546 | 133,470 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $17,146,717 | 122,643 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,446,548 | 110,697 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $18,904,176 | 110,940 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $13,264,751 | 93,943 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,439,987 | 67,192 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,784,104 | 64,347 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,151,207 | 48,633 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,682,022 | 47,712 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,828,773 | 51,967 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,176,430 | 63,328 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,461,774 | 73,060 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $6,626,680 | 94,843 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $9,523,133 | 115,111 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $9,902,172 | 113,544 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $9,884,027 | 113,440 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,716,746 | 99,136 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $5,281,906 | 75,273 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $3,761,982 | 58,154 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,354,125 | 56,183 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,594,760 | 46,947 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,927,062 | 39,873 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||