Oracle Corporation
CL ˙ SNSE ˙ US68389X1054
SecurityCL:ORCLCL / Oracle Corporation
InstitutionBKD Wealth Advisors, LLC
Latest Disclosed Ownership52,167 shares
Latest Disclosed Value $ 7,674,296
BKD Wealth Advisors, LLC reports 7.83% decrease in ownership of ORCLCL / Oracle Corporation

On May 1, 2026 - BKD Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 52,167 shares of Oracle Corporation (CL:ORCLCL) valued at $7,674,296 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 56,601 shares of Oracle Corporation. This represents a change in shares of -7.83% 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)
2026-05-01 2026-03-31 13F ORACLE COM 68389X105 52,167 -4,434 -7.83 7,674 -30.44 0.1457
2026-02-10 2025-12-31 13F ORACLE COM 68389X105 56,601 -169 -0.30 11,032 -30.90 0.2083
2025-10-30 2025-09-30 13F ORACLE COM 68389X105 56,770 -92 -0.16 15,966 28.44 0.3171
2025-07-29 2025-06-30 13F ORACLE COM 68389X105 56,862 3,938 7.44 12,432 68.01 0.2682
2025-05-13 2025-03-31 13F ORACLE COM 68389X105 52,924 4,916 10.24 7,399 -7.51 0.1774
2025-02-04 2024-12-31 13F ORACLE COM 68389X105 48,008 3,023 6.72 8,000 4.37 0.1844
2024-11-14 2024-09-30 13F ORACLE COM 68389X105 44,985 10,112 29.00 7,665 55.67 0.1762
2024-08-09 2024-06-30 13F ORACLE COM 68389X105 34,873 5,180 17.45 4,924 32.05 0.1229
2024-04-19 2024-03-31 13F ORACLE COM 68389X105 29,693 -191 -0.64 3,730 18.38 0.0948
2024-01-11 2023-12-31 13F ORACLE COM 68389X105 29,884 343 1.16 3,151 0.67 0.0877
2023-10-26 2023-09-30 13F ORACLE COM 68389X105 29,541 3,634 14.03 3,129 1.43 0.0944
2023-08-08 2023-06-30 13F ORACLE COM 68389X105 25,907 14,180 120.92 3,085 183.29 0.0904
2023-04-27 2023-03-31 13F ORACLE COM 68389X105 11,727 -112 -0.95 1,090 12.62 0.0357
2023-02-03 2022-12-31 13F ORACLE COM 68389X105 11,839 -252 -2.08 968 30.85 0.0338
2022-10-14 2022-09-30 13F ORACLE COM 68389X105 12,091 -1,588 -11.61 739 -22.70 0.0298
2022-07-22 2022-06-30 13F ORACLE COM 68389X105 13,679 1,415 11.54 956 -5.81 0.0387
2022-05-10 2022-03-31 13F ORACLE COM 68389X105 12,264 1,802 17.22 1,015 11.29 0.0430
2022-01-14 2021-12-31 13F ORACLE COM 68389X105 10,462 859 8.95 912 8.96 0.0384
2021-10-14 2021-09-30 13F ORACLE COM 68389X105 9,603 -445 -4.43 837 7.03 0.0385
2021-07-14 2021-06-30 13F ORACLE COM 68389X105 10,048 -1,871 -15.70 782 -6.46 0.0364
2021-04-23 2021-03-31 13F ORACLE COM 68389X105 11,919 -5,509 -31.61 836 -25.82 0.0415
2021-01-22 2020-12-31 13F ORACLE COM 68389X105 17,428 1,147 7.05 1,127 15.95 0.0565
2020-11-05 2020-09-30 13F ORACLE COM 68389X105 16,281 -302 -1.82 972 6.00 0.0566
2020-07-15 2020-06-30 13F ORACLE COM 68389X105 16,583 531 3.31 917 18.17 0.0594
2020-04-10 2020-03-31 13F ORACLE COM 68389X105 16,052 -106 -0.66 776 -9.35 0.0636
2020-01-13 2019-12-31 13F ORACLE COM 68389X105 16,158 1,572 10.78 856 6.60 0.0617
2019-10-28 2019-09-30 13F ORACLE COM 68389X105 14,586 241 1.68 803 -1.71 0.0642
2019-07-10 2019-06-30 13F ORACLE COM 68389X105 14,345 -1,492 -9.42 817 -4.00 0.0662
2019-04-10 2019-03-31 13F ORACLE COM 68389X105 15,837 165 1.05 851 20.20 0.0706
2019-01-28 2018-12-31 13F/A-1 ORACLE COM 68389X105 15,672 -1,710 -9.84 708 -20.98 0.0724
2019-01-15 2018-12-31 13F ORACLE COM 68389X105 15,672 -1,710 708 0.0655
2018-10-09 2018-09-30 13F ORACLE COM 68389X105 17,382 91 0.53 896 17.59 0.0785
2018-07-13 2018-06-30 13F ORACLE COM 68389X105 17,291 -422 -2.38 762 -5.93 0.0740
2018-05-25 2018-03-31 13F/A-1 ORACLE COM 68389X105 17,713 70 0.40 810 -2.88 0.0812
2018-04-20 2018-03-31 13F ORACLE COM 68389X105 17,613 -30 829
2018-01-18 2017-12-31 13F ORACLE COM 68389X105 17,643 -1,181 -6.27 834 -8.35 0.0834
2017-10-13 2017-09-30 13F ORACLE COM 68389X105 18,824 -1,091 -5.48 910 -8.91 0.1001
2017-07-10 2017-06-30 13F ORACLE COM 68389X105 19,915 1,472 7.98 999 21.39 0.1133
2017-04-13 2017-03-31 13F ORACLE COM 68389X105 18,443 -98 -0.53 823 15.43 0.1005
2017-01-06 2016-12-31 13F ORACLE COM 68389X105 18,541 635 3.55 713 1.42 0.0932
2016-10-18 2016-09-30 13F ORACLE COM 68389X105 17,906 285 1.62 703 -2.50 0.0979
2016-07-12 2016-06-30 13F ORACLE COM 68389X105 17,621 -1,499 -7.84 721 -7.80 0.1071
2016-04-12 2016-03-31 13F ORACLE COM 68389X105 19,120 -994 -4.94 782 6.39 0.1248
2016-01-26 2015-12-31 13F ORACLE COM 68389X105 20,114 1,126 5.93 735 7.14 0.1105
2015-11-10 2015-09-30 13F/A-1 ORACLE COM 68389X105 18,988 2,010 11.84 686 0.29 0.1208
2015-10-13 2015-09-30 13F ORACLE COM 68389X105 18,988 2,010 686 0.1159
2015-07-08 2015-06-30 13F ORACLE COM 68389X105 16,978 -2,861 -14.42 684 -20.09 0.1025
2015-04-16 2015-03-31 13F ORACLE COM 68389X105 19,839 1,726 9.53 856 5.03 0.1240
2015-02-26 2014-12-31 13F/A-1 ORACLE COM 68389X105 18,113 3,409 23.18 815 44.76 0.1333
2015-01-15 2014-12-31 13F ORACLE COM 68389X105 18,907 4,203 818 0.1264
2015-02-26 2014-09-30 13F/A-1 ORACLE COM 68389X105 14,704 -2,324 -13.65 563 -18.41 0.0972
2014-10-10 2014-09-30 13F ORACLE COM 68389X105 18,834 1,806 732 0.1193
2015-02-26 2014-06-30 13F/A-1 ORACLE COM 68389X105 17,028 -2,220 -11.53 690 -12.33 0.1176
2014-07-11 2014-06-30 13F ORACLE COM 68389X105 21,190 1,942 855 0.1361
2014-04-29 2014-03-31 13F ORACLE COM 68389X105 19,248 60 0.31 787 7.22 0.1391
2014-01-14 2013-12-31 13F/A-1 ORACLE COM 68389X105 19,188 388 2.06 734 17.63 0.1359
2014-01-13 2013-12-31 13F ORACLE COM 68389X105 38,375 1,469
2014-01-16 2013-09-30 13F/A-1 ORACLE COM 68389X105 18,800 -305 -1.60 624 6.30 0.1279
2013-11-14 2013-09-30 13F ORACLE COM 68389X105 37,600 1,247
2013-07-19 2013-06-30 13F ORACLE COM 68389X105 19,105 19,105 587 0.4648
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.