SEC 13F Intelligence

First Manhattan Co. LLC. / ORCL

First Manhattan Co. LLC.’s Oracle Corp Position

Does First Manhattan Co. LLC. own Oracle Corp (ORCL)? Yes — 3.94M shares worth $580M (+1.61% of its 13F portfolio) as of Q1 2026, down from 3.98M shares the prior filed quarter.

Position Value
$580M
Q1 2026
Shares
3.94M
% of Portfolio
+1.61%
Quarters Held
30
currently held

Position History ORCL

Reported value by quarter
Q4 ’18: $186MQ4 ’18Q1 ’19: $217MQ2 ’19: $227MQ3 ’19: $227MQ4 ’19: $217MQ4 ’19Q1 ’20: $197MQ2 ’20: $224MQ3 ’20: $233MQ4 ’20: $258MQ4 ’20Q1 ’21: $293MQ2 ’21: $322MQ3 ’21: $355MQ4 ’21: $354MQ4 ’21Q1 ’22: $347MQ2 ’22: $303MQ3 ’22: $273MQ4 ’22: $390MQ4 ’22Q1 ’23: $460MQ2 ’23: $584MQ3 ’23: $541MQ4 ’23: $555MQ4 ’23Q1 ’24: $679MQ2 ’24: $765MQ3 ’24: $893MQ4 ’24: $855MQ4 ’24Q1 ’25: $686MQ2 ’25: $978MQ3 ’25: $1.1BQ4 ’25: $776MQ4 ’25Q1 ’26: $580Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.94M$580M+1.61%
Q4 20253.98M$776M+2.04%
Q3 20254.09M$1.1B+3.03%
Q2 20254.47M$978M+2.76%
Q1 20254.91M$686M+2.00%
Q4 20245.10M$855M+2.51%
Q3 20245.24M$893M+2.65%
Q2 20245.42M$765M+2.45%
Q1 20245.41M$679M+2.20%
Q4 20235.30M$555M+1.93%
Q3 20235.14M$541M+2.00%
Q2 20234.94M$584M+2.14%
Q1 20234.99M$460M+1.77%
Q4 20224.80M$390M+1.43%
Q3 20224.47M$273M+1.16%
Q2 20224.34M$303M+1.22%
Q1 20224.19M$347M+1.13%
Q4 20214.06M$354M+1.17%
Q3 20214.08M$355M+1.31%
Q2 20214.14M$322M+1.18%
Q1 20214.18M$293M+1.27%
Q4 20203.99M$258M+1.24%
Q3 20203.91M$233M+1.20%
Q2 20204.05M$224M+1.29%
Q1 20204.08M$197M+1.28%
Q4 20194.10M$217M+1.09%
Q3 20194.13M$227M+1.25%
Q2 20193.99M$227M+1.26%
Q1 20194.05M$217M+1.26%
Q4 20184.11M$186M+1.16%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See First Manhattan Co. LLC.’s full portfolio or all institutional holders of ORCL.