Oracle Corp. (orcl 6.5 01/15/29 D)Preferred / convertible
13F holders, Q2 2026 (June 30)121holders −4
28new positions
34sold out
5famous investors
$43.21avg. 13F price*
At the end of Q2 2026, 121 institutions reported holding Oracle Corp. (orcl 6.5 01/15/29 D) in their 13F filings, down 4 from Q1 2026. 28 opened new positions and 34 sold out. The largest holders were Capital Research Global Investors ($843.6M), Franklin Resources Inc. ($504.8M) and BlackRock, Inc. ($279.5M). 5 famous investors held it, including David E. Shaw ( of D. E. Shaw & Co.'s portfolio), George Soros ( of Soros Fund Management's portfolio) and Israel Englander ( of Millennium Management's portfolio).
- Company
- Oracle Corp. (orcl 6.5 01/15/29 D)
- CUSIP
- 68389X204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $247.0M |
| Exits | 34 | $283.7M |
All 13F filers, Q1 2026 → Q2 2026: 22,931,684 shares bought and 75,796,670 shares sold, net −52,864,986 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 121 holders
| Capital Research Global Investors | — | Add +72.4% | 18,767,393 | $843.6M |
| Franklin Resources Inc. | — | Add +2.2% | 11,230,512 | $504.8M |
| BlackRock, Inc. | — | Reduce -10.1% | 6,219,000 | $279.5M |
| Voya Investment Management LLC | — | Reduce -34.1% | 5,961,305 | $268.0M |
| Aequim Alternative Investments LP | — | Add +82.2% | 4,100,000 | $184.3M |
| Calamos Advisors LLC | — | Reduce -2.6% | 3,976,804 | $178.8M |
| Manufacturers Life Insurance Company, The | — | Reduce -1.2% | 2,758,676 | $124.5M |
| Van Eck Associates Corp. | — | New | 2,501,676 | $112.5M |
| D. E. Shaw & Co. | — | Reduce -18.6% | 1,972,200 | $88.5M |
| Citigroup Inc. | — | Reduce -5.7% | 1,741,119 | $78.3M |
| State Street Corp. | — | Add +16.5% | 1,533,015 | $68.9M |
| Two Sigma Investments, LP | — | Add +70.7% | 1,505,943 | $67.7M |
| Ameriprise Financial Inc. | — | Add +13.6% | 1,450,541 | $65.1M |
| Magnetar Financial LLC | — | Add +119.3% | 1,425,420 | $64.1M |
| FMR LLC | — | Reduce -16.4% | 1,333,238 | $59.8M |
| Advent Capital Management | — | New | 1,055,583 | $47.6M |
| Camden Asset Management L P | — | Add +15.2% | 933,000 | $41.9M |
| Wolverine Asset Management LLC | — | Add +20.0% | 881,373 | $39.5M |
| Infrastructure Capital Advisors, LLC | — | Add +1211.5% | 862,265 | $38.1M |
| Capital World Investors | — | No change | 823,619 | $37.0M |
| Whitebox Advisors LLC | — | Reduce -11.1% | 800,000 | $36.0M |
| Susquehanna Advisors Group, Inc. | — | Reduce -0.6% | 785,000 | $35.3M |
| Credit Industriel Et Commercial | — | Add +47.6% | 775,000 | $35.1M |
| Wellington Management Group LLP | — | Reduce -21.2% | 760,214 | $33.6M |
| Soros Fund Management | — | Add +29.7% | 738,395 | $33.1M |
| Advisors Capital Management, LLC | — | New | 654,523 | $29.4M |
| MacKay Shields LLC | — | Reduce -0.2% | 645,801 | $29.1M |
| Victory Capital Management Inc. | — | Add +647.1% | 636,305 | $28.6M |
| Marshall Wace, LLP | — | Reduce -25.0% | 600,000 | $27.0M |
| Ssi Investment Management LLC | — | Add +20.7% | 579,355 | $26.0M |
| Context Capital Management, LLC | — | Reduce -18.5% | 550,000 | $24.7M |
| Walleye Capital LLC | — | Add +90.9% | 525,000 | $23.7M |
| Goldman Sachs Group Inc. | — | Add +177.7% | 521,410 | $23.4M |
| Jupiter Topco LLC | — | — | 519,600 | $23.4M |
| Wells Fargo & Company | — | Add +29.6% | 516,885 | $23.2M |
| Jain Global LLC | — | No change | 500,000 | $22.5M |
| Invesco Ltd. | — | Reduce -14.5% | 484,389 | $21.8M |
| Morgan Stanley | — | Reduce -53.4% | 449,213 | $20.1M |
| Raymond James Financial Inc. | — | Add +36.5% | 440,042 | $19.8M |
| Mizuho Securities USA LLC | — | New | 132,845 | $19.5M |
| Compass Rose Asset Management, LP | — | Reduce -19.2% | 404,000 | $18.2M |
| Capital International Investors | — | No change | 331,200 | $14.9M |
| Maven Securities LTD | — | Add +8.3% | 325,000 | $14.6M |
| Bank of America Corp. | — | Add +139.2% | 311,786 | $14.0M |
| Deutsche Bank AG | — | Reduce -4.4% | 281,840 | $12.7M |
| Burkehill Global Management, LP | — | New | 250,000 | $11.2M |
| Sculptor Capital LP | — | Reduce -69.8% | 235,813 | $10.6M |
| Loomis Sayles & Co. L P | — | Reduce -14.9% | 65,174 | $9.6M |
| O'Connor Alternative Investments LLC | — | New | 200,000 | $9.0M |
| Millennium Management | — | Reduce -70.4% | 200,000 | $9.0M |
| River Road Asset Management, LLC | — | Add +35.2% | 181,877 | $8.2M |
| Neuberger Berman Group LLC | — | Add +9.4% | 164,307 | $7.4M |
| BlueCrest Capital Management Ltd | — | Reduce -71.5% | 129,959 | $5.8M |
| Skaana Management L.P. | — | Add +348.7% | 127,296 | $5.6M |
| QVT Financial LP | — | Reduce -28.6% | 125,000 | $5.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | — | Reduce -24.8% | 106,050 | $4.8M |
| Captrust Financial Advisors | — | Reduce -1.8% | 102,733 | $4.6M |
| Gabelli Funds LLC | — | No change | 95,000 | $4.3M |
| Elequin Capital, LP | — | Add +6.6% | 94,228 | $4.2M |
| Truist Financial Corp. | — | Reduce -6.7% | 89,824 | $4.0M |
| CSS LLC | — | Add +30.5% | 88,210 | $4.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | New | 85,098 | $3.8M |
| Sentinel Dome Partners, LLC | — | New | 82,500 | $3.7M |
| Jane Street Group, LLC | — | Reduce -95.4% | 70,008 | $3.1M |
| Barclays PLC | — | Reduce -87.5% | 68,923 | $3.1M |
| Laffer Tengler Investments, Inc. | — | Add +32.8% | 66,335 | $3.0M |
| Point72 Asset Management | — | Reduce -33.3% | 50,000 | $2.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | — | New | 44,000 | $2.0M |
| Palouse Capital Management, Inc. | — | Reduce -1.2% | 42,732 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | — | New | 44,867 | $1.9M |
| Northwestern Mutual Investment Management Company, LLC | — | Reduce -41.4% | 42,500 | $1.9M |
| Envestnet Asset Management Inc. | — | Add +129.1% | 42,422 | $1.9M |
| Agf Management Ltd. | — | Add +60.0% | 40,000 | $1.8M |
| UBS Group AG | — | Add +5.0% | 36,055 | $1.6M |
| Stifel Financial Corp. | — | Add +277.5% | 31,453 | $1.4M |
| Westwood Holdings Group Inc. | — | Add +200.0% | 30,000 | $1.3M |
| Russell Investments Group, Ltd. | — | Add +18.3% | 1,487,500 | $1.3M |
| Capula Management Ltd | — | Add +970.7% | 2,500,000 | $1.1M |
| Central Pacific Bank - Trust Division | — | New | 23,340 | $1.0M |
| Calamos Wealth Management LLC | — | Add +0.8% | 20,339 | $914K |
| Diversify Advisory Services, LLC | — | New | 23,413 | $913K |
| Diversify Wealth Management, LLC | — | Add +45.3% | 23,413 | $913K |
| Crossingbridge Advisors, LLC | — | No change | 20,000 | $899K |
| Lazari Capital Management, Inc. | — | New | 17,800 | $800K |
| Peapack Gladstone Financial Corp. | — | Add +6.3% | 17,000 | $764K |
| Ionic Capital Management LLC | — | Reduce -40.0% | 16,500 | $742K |
| Jones Road Capital Management, L.P. | — | New | 13,500 | $607K |
| Cetera Investment Advisers | — | New | 12,018 | $540K |
| Bank of Montreal | — | Add +111.2% | 11,373 | $511K |
| Benefit Street Partners LLC | — | Reduce -50.0% | 10,444 | $469K |
| Tairen Capital Ltd | — | New | 10,000 | $450K |
| Dnca Finance | — | New | 10,000 | $450K |
| WT Asset Management Ltd | — | No change | 10,000 | $450K |
| Cambridge Investment Research Advisors, Inc. | — | Add +45.3% | 9,028 | $406K |
| Ares Systematic Credit Ltd | — | Reduce -13.8% | 9,031 | $406K |
| Angeles Wealth Management, LLC | — | No change | 9,000 | $404K |
| Oddo BHF Asset Management Sas | — | New | 8,900 | $400K |
| Axxion S.A. | — | — | 8,500 | $382K |
| Oppenheimer & Co. Inc. | — | Add +21.0% | 8,225 | $370K |
| Waterloo Capital, L.P. | — | New | 7,822 | $352K |
"% of holder's portfolio" is ORACLE CORP (ORCL 6.5 01/15/29 D)'s weight in each manager's 13F, not the share of Oracle Corp. (orcl 6.5 01/15/29 D) the manager owns.