Position in ORCL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,285,707,368
-$1,001,245,666 QoQ
Shares Held
29,132,672
+7.4% QoQ
Ownership
1.01%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 55.93432693025891.ToString("F0")%
Shared 0.ToString("F0")%
None 44.06567306974108.ToString("F0")%
Common Shares in ORCL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026MORGAN STANLEY holds $74,052,632,719 across 150 Software - Infrastructure names. ORCL ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
124,881,288 | $46,227,306,365 | |
| 2 | PANW |
Palo Alto Networks Inc
|
32,318,958 | $5,181,375,336 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
32,202,689 | $4,710,609,338 | |
| 4 | ORCL |
Oracle Corp
This page
|
29,132,672 | $4,285,707,368 | |
| 5 | NET |
Cloudflare, Inc.
|
15,883,321 | $3,277,364,446 | |
| 6 | SNPS |
Synopsys Inc
|
3,915,831 | $1,552,548,666 | |
| 7 | XYZ |
Block, Inc.
|
15,880,557 | $955,691,913 | |
| 8 | FTNT |
Fortinet, Inc.
|
8,844,318 | $722,757,656 |
All Filings in ORCL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||