This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ORCL/capital-change-brief"
Use Arkolith's capital_change_brief for ORCL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $21.1B | 143.3M | ▼−3.1% Reduced · −4.5M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $16.3B | 111.1M | ▲New +111.1M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $11.2B | 76.3M | ▼−0.3% Reduced · −225K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $8.3B | 56.7M | ▲New +56.7M sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $5.7B | 38.9M | ▲+3.2% Added · +1.2M sh | Q1 2026 | |
| 6 | JPMORGAN CHASE & CO | $4.5B | 32.5M | ▼−21% Reduced · −8.7M sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $4.3B | 29.1M | ▲+7.4% Added · +2.0M sh | Q1 2026 | |
| 8 | FMR LLC | $3.4B | 22.9M | ▼−22% Reduced · −6.4M sh | Q1 2026 | |
| 9 | NORGES BANK | $4.3B | 22.2M | ▲+14% Added · +2.7M sh | Q4 2025 | |
| 10 | NORTHERN TRUST CORP | $2.8B | 18.8M | ▼−1.0% Reduced · −192K sh | Q1 2026 | |
| 11 | PRICE T ROWE ASSOCIATES INC /MD/ | $2.7B | 18.5M | ▲+0.4% Added · +69K sh | Q1 2026 | |
| 12 | LOOMIS SAYLES & CO L P | $2.5B | 16.8M | ▲+3.9% Added · +639K sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $2.3B | 15.4M | ▼−2.8% Reduced · −448K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $2.2B | 15.0M | ▲~0% Added · +4K sh | Q1 2026 | |
| 15 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $2.1B | 14.6M | ▲+8.0% Added · +1.1M sh | Q1 2026 | |
| 16 | UBS Group AG | $2.0B | 13.4M | ▲+19% Added · +2.1M sh | Q1 2026 | |
| 17 | Bank of New York Mellon Corp | $1.9B | 13.3M | ▲+3.0% Added · +385K sh | Q1 2026 | |
| 18 | JANUS HENDERSON GROUP PLC | $1.8B | 12.0M | ▼−17% Reduced · −2.5M sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.5B | 10.4M | ▲+2.7% Added · +275K sh | Q1 2026 | |
| 20 | Legal & General Group Plc | $1.5B | 10.3M | ▼−8.8% Reduced · −996K sh | Q1 2026 | |
| 21 | VANGUARD FIDUCIARY TRUST CO | $1.4B | 9.8M | ▲New +9.8M sh | Q1 2026 | |
| 22 | Amundi | $1.4B | 9.7M | ▲+4.4% Added · +411K sh | Q1 2026 | |
| 23 | Fisher Asset Management, LLC | $1.4B | 9.6M | ▲+2.7% Added · +248K sh | Q1 2026 | |
| 24 | FRANKLIN RESOURCES INC | $1.4B | 9.2M | ▲+16% Added · +1.3M sh | Q1 2026 | |
| 25 | BNP PARIBAS FINANCIAL MARKETS | $1.3B | 8.9M | ▲+124% Added · +4.9M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 24, 2026 | HENLEY JEFFREY | Vice Chairman, Director | Option exercise (M) | 400K | $16.4M |
| Jun 24, 2026 | HENLEY JEFFREY | Vice Chairman, Director | Sell (S) | 75K | $11.7M |
| Jun 24, 2026 | HENLEY JEFFREY | Vice Chairman, Director | Sell (S) | 79K | $12.3M |
| Jun 24, 2026 | HENLEY JEFFREY | Vice Chairman, Director | Sell (S) | 46K | $7.2M |
| Jun 24, 2026 | HENLEY JEFFREY | Vice Chairman, Director | Sell (S) | 17K | $2.7M |
| Jun 24, 2026 | HENLEY JEFFREY | Vice Chairman, Director | Sell (S) | 63K | $10.0M |
| Jun 24, 2026 | HENLEY JEFFREY | Vice Chairman, Director | Sell (S) | 48K | $7.8M |
| Jun 24, 2026 | HENLEY JEFFREY | Vice Chairman, Director | Sell (S) | 17K | $2.7M |
| Jun 24, 2026 | HENLEY JEFFREY | Vice Chairman, Director | Sell (S) | 15K | $2.5M |
| Jun 24, 2026 | HENLEY JEFFREY | Vice Chairman, Director | Sell (S) | 27K | $4.4M |
| Jun 24, 2026 | HENLEY JEFFREY | Vice Chairman, Director | Sell (S) | 14K | $2.2M |
| Jun 24, 2026 | HENLEY JEFFREY | Vice Chairman, Director | Sell (S) | 800 | $132K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 697 funds | $351.1B |
| ALPHABET INC-CL AGOOGL | 684 funds | $236.2B |
| NVIDIA CORPNVDA | 680 funds | $476.5B |
| AMAZON.COM INCAMZN | 679 funds | $268.7B |
| APPLE INCAAPL | 672 funds | $364.4B |
| META PLATFORMS INC-CLASS AMETA | 672 funds | $146.8B |
| BROADCOM INCAVGO | 657 funds | $188.0B |
| JPMORGAN CHASE & COJPM | 657 funds | $93.4B |
| ALPHABET INC-CL CGOOG | 656 funds | $156.0B |
| VISA INC-CLASS A SHARESV | 652 funds | $81.5B |
| ELI LILLY & COLLY | 649 funds | $103.3B |
| JOHNSON & JOHNSONJNJ | 633 funds | $65.1B |
Ranked by how many of ORCL's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ORCL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.