Oracle Corp. (orcl 6.5 01/15/29 D)Preferred / convertible

13F holders, Q1 2026 (March 31)
125holders
6famous investors
$26.10avg. 13F price*

At the end of Q1 2026, 125 institutions reported holding Oracle Corp. (orcl 6.5 01/15/29 D) in their 13F filings. The largest holders were Franklin Resources Inc. ($494.5M), Capital Research Global Investors ($489.9M) and Voya Investment Management LLC ($407.2M). 6 famous investors held it, including David E. Shaw ( of D. E. Shaw & Co.'s portfolio), Israel Englander ( of Millennium Management's portfolio) and George Soros ( of Soros Fund 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

050100150 Q1 2026: 125Q1 2026Q2 2026: 121Q2 2026

Total Exit/New Position Q1 2026

InstitutionsTotal Value
New Positions125$3.8B
Exits0$0

Ownership 125 holders

Franklin Resources Inc. — New 10,986,267 $494.5M
Capital Research Global Investors — New 10,883,778 $489.9M
Voya Investment Management LLC — New 9,046,650 $407.2M
BlackRock, Inc. — New 6,914,450 $311.2M
Calamos Advisors LLC — New 4,083,470 $183.8M
Manufacturers Life Insurance Company, The — New 2,793,326 $129.1M
Balyasny Asset Management L.P. — New 2,700,000 $121.5M
D. E. Shaw & Co. — New 2,421,500 $111.0M
Aequim Alternative Investments LP — New 2,250,000 $103.3M
Citigroup Inc. — New 1,846,042 $83.1M
Janus Henderson Group PLC — New 1,744,850 $79.1M
FMR LLC — New 1,593,774 $73.3M
Jane Street Group, LLC — New 1,520,362 $68.4M
State Street Corp. — New 1,316,000 $60.2M
Ameriprise Financial Inc. — New 1,276,987 $58.7M
Parallax Volatility Advisers, L.P. — New 1,042,038 $46.9M
Morgan Stanley — New 964,711 $43.4M
Wellington Management Group LLP — New 964,670 $43.3M
Whitebox Advisors LLC — New 900,000 $40.5M
Two Sigma Investments, LP — New 882,486 $39.7M
Camden Asset Management L P — New 810,000 $37.2M
Capital World Investors — New 823,619 $37.1M
Marshall Wace, LLP — New 800,000 $36.0M
Sculptor Capital LP — New 781,998 $35.9M
Susquehanna Advisors Group, Inc. — New 790,000 $35.6M
Wolverine Asset Management LLC — New 734,297 $33.7M
Millennium Management — New 675,000 $30.9M
Context Capital Management, LLC — New 675,000 $30.4M
Magnetar Financial LLC — New 650,000 $29.8M
MacKay Shields LLC — New 646,846 $29.7M
Soros Fund Management — New 569,360 $26.1M
Invesco Ltd. — New 566,389 $25.5M
Barclays PLC — New 551,138 $24.8M
Compass Rose Asset Management, LP — New 500,000 $22.5M
Jain Global LLC — New 500,000 $22.5M
Ssi Investment Management LLC — New 479,935 $22.1M
Ghisallo Capital Management LLC — New 450,000 $20.6M
BlueCrest Capital Management Ltd — New 455,666 $20.5M
Wells Fargo & Company — New 398,845 $18.0M
Capital International Investors — New 331,200 $14.9M
Raymond James Financial Inc. — New 322,311 $14.5M
Maven Securities LTD — New 300,000 $13.8M
Deutsche Bank AG — New 294,900 $13.3M
Walleye Capital LLC — New 275,000 $12.7M
Loomis Sayles & Co. L P — New 76,607 $11.3M
Hudson Bay Capital Management LP — New 235,000 $10.8M
TPG GP A, LLC — New 225,000 $10.3M
Weiss Asset Management LP — New 200,000 $9.2M
JPMorgan Chase & Co. — New 191,254 $8.6M
Goldman Sachs Group Inc. — New 187,770 $8.5M
QVT Financial LP — New 175,000 $8.0M
Daiwa Securities Group Inc. — New 150,000 $6.9M
Neuberger Berman Group LLC — New 150,199 $6.8M
Alberta Investment Management Corp — New 150,000 $6.8M
Universal- Beteiligungs- und Servicegesellschaft mbH — New 140,940 $6.5M
River Road Asset Management, LLC — New 134,481 $6.1M
Bank of America Corp. — New 130,341 $5.9M
Davidson Kempner Capital Management LP — New 125,000 $5.7M
Capula Management Ltd — New 233,490 $5.4M
Captrust Financial Advisors — New 104,623 $4.7M
HBK Investments L P — New 100,000 $4.6M
Tudor Investment Corporation — New 100,000 $4.6M
OMERS ADMINISTRATION Corp — New 100,000 $4.5M
Empyrean Capital Partners, LP — New 100,000 $4.5M
Monashee Investment Management LLC — New 100,000 $4.5M
Truist Financial Corp. — New 96,285 $4.3M
Gabelli Funds LLC — New 95,000 $4.3M
Elequin Capital, LP — New 88,408 $4.1M
Victory Capital Management Inc. — New 85,173 $3.8M
Punch & Associates Investment Management, Inc. — New 83,465 $3.8M
Point72 Asset Management — New 75,000 $3.4M
Northwestern Mutual Investment Management Company, LLC — New 72,500 $3.3M
CSS LLC — New 67,601 $3.1M
Infrastructure Capital Advisors, LLC — New 65,746 $2.9M
Absolute Investment Advisers, LLC — New 60,000,000 $2.7M
Laffer Tengler Investments, Inc. — New 49,970 $2.3M
Palouse Capital Management, Inc. — New 43,266 $1.9M
Banco Santander, S.A. — New 43,397 $1.9M
UBS Group AG — New 34,331 $1.5M
Jefferies Financial Group Inc. — New 32,353 $1.5M
Skaana Management L.P. — New 28,370 $1.3M
Ionic Capital Management LLC — New 27,500 $1.2M
Russell Investments Group, Ltd. — New 1,257,300 $1.1M
Agf Management Ltd. — New 25,000 $1.1M
Benefit Street Partners LLC — New 20,888 $940K
LuminArx Capital Management LP — New 20,600 $928K
Calamos Wealth Management LLC — New 20,186 $909K
PEAK6 LLC — New 20,000 $900K
Crossingbridge Advisors, LLC — New 20,000 $900K
Envestnet Asset Management Inc. — New 18,514 $833K
Diversify Wealth Management, LLC — New 16,109 $796K
Peapack Gladstone Financial Corp. — New 16,000 $720K
Nomura Holdings Inc. — New 13,726 $618K
Ground Swell Capital, LLC — New 11,772 $530K
Credit Industriel Et Commercial — New 525,000 $525K
Arnhold LLC — New 11,000 $495K
Susquehanna International Group, LLP — New 10,226 $460K
Ares Systematic Credit Ltd — New 10,483 $458K
Westwood Holdings Group Inc. — New 10,000 $454K
WT Asset Management Ltd — New 10,000 $450K

"% 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.

Show all 125 holders