Oracle Corporation
CH ˙ SWX ˙ US68389X1054
SecurityCH:ORCL / Oracle Corporation
InstitutionNaples Global Advisors, Llc
Latest Disclosed Ownership54,298 shares
Latest Disclosed Value $ 7,987,850
Naples Global Advisors, Llc reports 3.88% increase in ownership of ORCL / Oracle Corporation

On April 20, 2026 - Naples Global Advisors, Llc filed a 13F-HR form disclosing ownership of 54,298 shares of Oracle Corporation (CH:ORCL) valued at $7,987,850 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 52,271 shares of Oracle Corporation. This represents a change in shares of 3.88% 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.

Upgrade to unlock premium data and export to Excel .

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 54,298 2,027 3.88 7,988 -21.60 0.5828
2026-02-04 2025-12-31 13F ORACLE COM 68389X105 52,271 -320 -0.61 10,188 -31.12 0.7613
2025-10-30 2025-09-30 13F ORACLE COM 68389X105 52,591 -1,407 -2.61 14,791 25.29 1.1518
2025-07-18 2025-06-30 13F ORACLE COM 68389X105 53,998 -620 -1.14 11,805 54.60 1.0158
2025-04-10 2025-03-31 13F ORACLE COM 68389X105 54,618 2,875 5.56 7,636 -11.44 0.7255
2025-01-29 2024-12-31 13F ORACLE COM 68389X105 51,743 -507 -0.97 8,622 -3.16 0.8065
2024-10-24 2024-09-30 13F ORACLE COM 68389X105 52,250 89 0.17 8,903 20.88 0.8278
2024-07-18 2024-06-30 13F ORACLE COM 68389X105 52,161 -439 -0.83 7,365 11.47 0.7391
2024-04-29 2024-03-31 13F ORACLE COM 68389X105 52,600 1,510 2.96 6,607 22.67 0.6763
2024-01-11 2023-12-31 13F ORACLE COM 68389X105 51,090 1,507 3.04 5,386 2.57 0.5923
2023-10-16 2023-09-30 13F ORACLE COM 68389X105 49,583 -285 -0.57 5,252 -11.57 0.6365
2023-07-17 2023-06-30 13F ORACLE COM 68389X105 49,868 -848 -1.67 5,939 26.02 0.6967
2023-04-17 2023-03-31 13F ORACLE COM 68389X105 50,716 -1,065 -2.06 4,713 11.34 0.5875
2023-04-17 2022-12-31 13F/A-1 ORACLE COM 68389X105 51,781 -775 -1.47 4,233 31.84 0.5379
2023-01-20 2022-12-31 13F ORACLE COM 68389X105 51,781 -775 4,233 0.0005
2022-10-20 2022-09-30 13F ORACLE COM 68389X105 52,556 526 1.01 3,210 -11.69 0.4418
2022-08-11 2022-06-30 13F ORACLE COM 68389X105 52,030 442 0.86 3,635 -14.83 0.4717
2022-04-28 2022-03-31 13F ORACLE COM 68389X105 51,588 995 1.97 4,268 -3.26 0.4928
2022-02-04 2021-12-31 13F ORACLE COM 68389X105 50,593 -345 -0.68 4,412 -0.59 0.5113
2021-10-29 2021-09-30 13F/A-1 ORACLE COM 68389X105 50,938 1,150 2.31 4,438 14.53 0.5829
2021-10-25 2021-09-30 13F ORACLE COM 68389X105 50,938 1,150 4,438 0.5801
2021-08-06 2021-06-30 13F ORACLE COM 68389X105 49,788 615 1.25 3,875 12.32 0.5388
2021-05-10 2021-03-31 13F ORACLE COM 68389X105 49,173 -500 -1.01 3,450 7.38 0.5243
2021-02-08 2020-12-31 13F ORACLE COM 68389X105 49,673 500 1.02 3,213 9.43 0.5433
2020-10-26 2020-09-30 13F ORACLE COM 68389X105 49,173 375 0.77 2,936 8.86 0.5723
2020-08-04 2020-06-30 13F ORACLE COM 68389X105 48,798 3,700 8.20 2,697 23.72 0.5811
2020-04-27 2020-03-31 13F ORACLE COM 68389X105 45,098 8,242 22.36 2,180 11.62 0.5713
2020-02-05 2019-12-31 13F Oracle COM 68389X105 36,856 304 0.83 1,953 -2.88 0.4101
2019-10-28 2019-09-30 13F Oracle COM 68389X105 36,552 -15 -0.04 2,011 -3.46 0.4697
2019-07-10 2019-06-30 13F Oracle COM 68389X105 36,567 -900 -2.40 2,083 3.53 0.5068
2019-04-29 2019-03-31 13F Oracle COM 68389X105 37,467 1,124 3.09 2,012 15.77 0.5144
2019-02-01 2018-12-31 13F Oracle COM 68389X105 36,343 841 2.37 1,738 -5.03 0.4947
2018-11-13 2018-09-30 13F/A-1 Oracle COM 68389X105 35,502 129 0.36 1,830 17.38 0.4856
2018-11-13 2018-09-30 13F Oracle COM 68389X105 35,373 0 1,559
2018-07-23 2018-06-30 13F Oracle COM 68389X105 35,373 4,221 13.55 1,559 9.40 0.4392
2018-04-17 2018-03-31 13F Oracle COM 68389X105 31,152 250 0.81 1,425 -2.46 0.4228
2018-01-19 2017-12-31 13F Oracle COM 68389X105 30,902 2,719 9.65 1,461 7.19 0.4314
2017-10-16 2017-09-30 13F Oracle COM 68389X105 28,183 2,001 7.64 1,363 3.81 0.4550
2017-07-25 2017-06-30 13F Oracle COM 68389X105 26,182 150 0.58 1,313 13.09 0.4657
2017-04-21 2017-03-31 13F Oracle COM 68389X105 26,032 0 0.00 1,161 15.98 0.4167
2017-01-30 2016-12-31 13F Oracle COM 68389X105 26,032 -3,185 -10.90 1,001 -12.80 0.3897
2016-10-11 2016-09-30 13F Oracle COM 68389X105 29,217 0 0.00 1,148 -4.01 0.4489
2016-07-13 2016-06-30 13F Oracle COM 68389X105 29,217 250 0.86 1,196 0.93 0.4895
2016-04-13 2016-03-31 13F Oracle COM 68389X105 28,967 -450 -1.53 1,185 10.23 0.4966
2016-01-25 2015-12-31 13F Oracle COM 68389X105 29,417 -550 -1.84 1,075 -0.65 0.5208
2015-10-14 2015-09-30 13F Oracle COM 68389X105 29,967 -400 -1.32 1,082 -11.60 0.5560
2015-07-27 2015-06-30 13F Oracle COM 68389X105 30,367 -488 -1.58 1,224 -8.04 0.5874
2015-04-15 2015-03-31 13F Oracle COM 68389X105 30,855 2,088 7.26 1,331 2.86 0.6326
2015-01-22 2014-12-31 13F Oracle COM 68389X105 28,767 4,420 18.15 1,294 38.84 0.6845
2014-10-16 2014-09-30 13F Oracle COM 68389X105 24,347 11,947 96.35 932 85.29 0.5492
2014-07-14 2014-06-30 13F Oracle COM 68389X105 12,400 3,050 32.62 503 31.33 0.2982
2014-04-07 2014-03-31 13F Oracle COM 68389X105 9,350 150 1.63 383 8.81 0.2342
2014-01-16 2013-12-31 13F Oracle COM 68389X105 9,200 9,200 352 0.2347
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.