SEC 13F Intelligence

Independent Franchise Partners LLP / ORCL

Independent Franchise Partners LLP’s Oracle Corp Position

Does Independent Franchise Partners LLP own Oracle Corp (ORCL)? Not currently — the last reported position was 151.0K shares worth $42M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$42M
Q3 2025
Shares
151.0K
% of Portfolio
+0.28%
Quarters Held
28
position exited

Position History ORCL

Reported value by quarter
Q4 ’18: $361MQ4 ’18Q1 ’19: $436MQ2 ’19: $467MQ3 ’19: $430MQ4 ’19: $411MQ4 ’19Q1 ’20: $365MQ2 ’20: $419MQ3 ’20: $657MQ4 ’20: $761MQ4 ’20Q1 ’21: $838MQ2 ’21: $607MQ3 ’21: $634MQ4 ’21: $592MQ4 ’21Q1 ’22: $536MQ2 ’22: $438MQ3 ’22: $499MQ4 ’22: $656MQ4 ’22Q1 ’23: $743MQ2 ’23: $708MQ3 ’23: $625MQ4 ’23: $593MQ4 ’23Q1 ’24: $690MQ2 ’24: $759MQ3 ’24: $664MQ4 ’24: $690MQ4 ’24Q1 ’25: $587MQ2 ’25: $780MQ3 ’25: $42Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 2025151.0K$42M+0.28%
Q2 20253.57M$780M+5.19%
Q1 20254.20M$587M+4.19%
Q4 20244.14M$690M+5.18%
Q3 20243.90M$664M+5.86%
Q2 20245.37M$759M+6.99%
Q1 20245.49M$690M+5.71%
Q4 20235.62M$593M+5.04%
Q3 20235.90M$625M+5.42%
Q2 20235.95M$708M+5.93%
Q1 20237.99M$743M+6.68%
Q4 20228.03M$656M+6.43%
Q3 20228.18M$499M+5.25%
Q2 20226.27M$438M+4.12%
Q1 20226.48M$536M+4.24%
Q4 20216.79M$592M+4.66%
Q3 20217.27M$634M+4.98%
Q2 20217.80M$607M+4.53%
Q1 202111.94M$838M+6.68%
Q4 202011.76M$761M+6.54%
Q3 202011.00M$657M+6.51%
Q2 20207.59M$419M+4.26%
Q1 20207.54M$365M+4.49%
Q4 20197.76M$411M+4.12%
Q3 20197.81M$430M+4.38%
Q2 20198.20M$467M+4.81%
Q1 20198.11M$436M+4.91%
Q4 20187.99M$361M+4.43%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Independent Franchise Partners LLP’s full portfolio or all institutional holders of ORCL.