Oracle Corporation
CH ˙ SWX ˙ US68389X1054
SecurityCH:ORCL / Oracle Corporation
InstitutionMBA Advisors LLC
Latest Disclosed Ownership1,755 shares
Latest Disclosed Value $ 258,178
MBA Advisors LLC ownership in ORCL / Oracle Corporation

On April 20, 2026 - MBA Advisors LLC filed a 13F-HR form disclosing ownership of 1,755 shares of Oracle Corporation (CH:ORCL) valued at $258,178 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 1,755 shares of Oracle Corporation. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F ORACLE COM 68389X105 1,755 0 0.00 258 -24.56 0.0992
2026-01-21 2025-12-31 13F ORACLE COM 68389X105 1,755 -5 -0.28 342 -30.77 0.1379
2025-10-28 2025-09-30 13F ORACLE COM 68389X105 1,760 -278 -13.64 495 11.01 0.2115
2025-07-17 2025-06-30 13F ORACLE COM 68389X105 2,038 -562 -21.62 446 22.59 0.2056
2025-04-29 2025-03-31 13F ORACLE COM 68389X105 2,600 380 17.12 364 -1.63 0.1799
2025-01-29 2024-12-31 13F ORACLE COM 68389X105 2,220 0 0.00 370 -2.38 0.1856
2024-10-25 2024-09-30 13F ORACLE COM 68389X105 2,220 -56 -2.46 378 17.76 0.1815
2024-07-30 2024-06-30 13F ORACLE COM 68389X105 2,276 -140 -5.79 321 5.94 0.1643
2024-04-26 2024-03-31 13F ORACLE COM 68389X105 2,416 -143 -5.59 303 12.64 0.1569
2024-01-19 2023-12-31 13F ORACLE COM 68389X105 2,559 -58 -2.22 270 -2.89 0.1504
2023-10-19 2023-09-30 13F ORACLE COM 68389X105 2,617 0 0.00 277 -10.93 0.1701
2023-07-21 2023-06-30 13F ORACLE COM 68389X105 2,617 -342 -11.56 312 13.50 0.1863
2023-04-21 2023-03-31 13F ORACLE COM 68389X105 2,959 -113 -3.68 275 9.16 0.1712
2023-01-26 2022-12-31 13F ORACLE COM 68389X105 3,072 3,072 251 0.1643
2022-10-31 2022-09-30 13F ORACLE COM 68389X105 0 -3,042 -100.00 0 -100.00
2022-08-08 2022-06-30 13F ORACLE COM 68389X105 3,042 0 0.00 213 -15.48 0.1464
2022-05-16 2022-03-31 13F ORACLE Stock 68389X105 3,042 38 1.26 252 -3.82 0.1561
2022-02-11 2021-12-31 13F ORACLE Stock 68389X105 3,004 0 0.00 262 0.00 0.1624
2021-11-16 2021-09-30 13F ORACLE Stock 68389X105 3,004 0 0.00 262 11.97 0.1934
2021-08-16 2021-06-30 13F ORACLE Stock 68389X105 3,004 0 0.00 234 10.90 0.1089
2021-05-18 2021-03-31 13F ORACLE Stock 68389X105 3,004 3,004 211 0.1159
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.