Position in ORCL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,477,277,765
+$191,570,397 QoQ
Shares Held
30,551,196
+4.9% QoQ
Ownership
1.06%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#7
of 3,472 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MORGAN STANLEY holds $86,962,413,764 across 153 Software - Infrastructure names. ORCL ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
127,674,661 | $47,625,202,034 | |
| 2 | PANW |
Palo Alto Networks Inc
|
29,450,112 | $10,043,077,185 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
25,978,188 | $4,956,248,589 | |
| 4 | ORCL |
Oracle Corp
This page
|
30,551,196 | $4,477,277,765 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
34,021,287 | $3,969,263,546 | |
| 6 | NET |
Cloudflare, Inc.
|
15,258,327 | $3,742,562,438 | |
| 7 | SNPS |
Synopsys Inc
|
3,768,607 | $1,681,062,510 | |
| 8 | FTNT |
Fortinet, Inc.
|
8,561,672 | $1,315,244,043 |
All Filings in ORCL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,477,277,765 | 30,551,196 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,285,707,368 | 29,132,672 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,286,953,034 | 27,125,099 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $7,489,407,974 | 26,629,953 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $6,719,013,889 | 30,732,351 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $4,049,243,620 | 28,962,475 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,759,840,488 | 22,562,653 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $3,820,811,545 | 22,422,603 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $3,044,554,111 | 21,561,998 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $2,520,772,498 | 20,068,247 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $2,127,660,257 | 20,180,786 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,120,635,855 | 20,021,109 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $2,858,537,149 | 24,003,167 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,912,796,846 | 20,585,416 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,675,877,938 | 20,502,544 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,142,525,891 | 18,708,464 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,293,373,833 | 18,511,147 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $713,038,612 | 8,618,864 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $1,052,426,204 | 12,067,724 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $906,151,558 | 10,399,995 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $971,213,876 | 12,477,054 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $781,304,491 | 11,134,452 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $671,425,200 | 10,379,119 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $581,601,872 | 9,742,075 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $455,752,103 | 8,245,922 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $376,089,264 | 7,781,694 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||