Position in ORCL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$169,160,170
+$2,914,840 QoQ
Shares Held
1,154,283
+2.1% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#124
of 3,471 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $4,131,120,429 across 56 Software - Infrastructure names. ORCL ranks #4 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,433,235 | $2,399,725,316 | |
| 2 | PANW |
Palo Alto Networks Inc
|
2,108,508 | $719,043,395 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,370,232 | $261,419,708 | |
| 4 | ORCL |
Oracle Corp
This page
|
1,154,283 | $169,160,170 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
955,741 | $111,506,300 | |
| 6 | FTNT |
Fortinet, Inc.
|
703,513 | $108,073,664 | |
| 7 | DOX |
Amdocs Ltd
|
1,359,637 | $68,716,051 | |
| 8 | NET |
Cloudflare, Inc.
|
157,370 | $38,599,712 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $169,160,170 | 1,154,283 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $166,245,330 | 1,130,075 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $211,429,983 | 1,084,757 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $749,518,657 | 2,665,050 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $773,224,346 | 3,536,680 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $489,761,835 | 3,503,053 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $294,880,475 | 1,769,566 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $335,280,572 | 1,967,609 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $273,023,187 | 1,933,592 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $247,059,541 | 1,966,878 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $208,329,359 | 1,975,997 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $214,052,347 | 2,020,887 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $236,874,175 | 1,989,035 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $185,598,963 | 1,997,406 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $162,465,522 | 1,987,589 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $119,811,887 | 1,961,878 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $132,249,932 | 1,892,800 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $153,578,645 | 1,856,384 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $158,936,121 | 1,822,453 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $159,411,127 | 1,829,578 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $139,322,076 | 1,789,852 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $119,924,457 | 1,709,056 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $105,473,935 | 1,630,452 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $91,765,703 | 1,537,114 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $79,021,395 | 1,429,734 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $73,922,133 | 1,529,529 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||