WELLINGTON MANAGEMENT GROUP LLP ORCL — Oracle Corporation Common

Ownership history in WELLINGTON MANAGEMENT GROUP LLP  ·  112 quarters on record

AI Ownership Summary

WELLINGTON MANAGEMENT GROUP LLP reported Oracle Corporation Common (ORCL) in 112 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.33% in 2025 Q3. The latest visible filing shows ORCL at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ORCL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WELLINGTON MANAGEMENT GROUP LLP's position in Oracle Corporation Common, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ORCL was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ORCL stock page WELLINGTON MANAGEMENT GROUP LLP fund profile WELLINGTON MANAGEMENT GROUP LLP full holdings
How WELLINGTON MANAGEMENT GROUP LLP held ORCL — position size vs. price
% of Fund (quarterly)    ORCL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 13 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 3,984,003 +3,981,924 +191530.7% 0.14% $776.5M 2026-02-14 (Est.) $159.58
2025 Q4 REDUCED 100.0% -24.3% ✅ 2,079 -6,607,485 -100.0% 0.00% $374K 2026-02-14 (Est.) $159.58
2025 Q3 ADDED — — — 6,609,564 +6,608,669 +738398.8% 0.33% $1.86B 2025-11-14 $221.49
2025 Q3 REDUCED 100.0% -30.4% ✅ 895 -2,252,097 -100.0% 0.00% $785K 2025-11-14 $221.49
2025 Q2 ADDED — — — 2,252,992 +2,252,593 +564559.6% 0.09% $492.6M 2025-08-14 $243.04
2025 Q2 REDUCED 99.8% +29.6% ❌ 399 -184,638 -99.8% 0.00% $217K 2025-08-14 $243.04
2025 Q1 ADDED — — — 185,037 +184,721 +58456.0% 0.00% $25.9M 2025-05-13 $160.66
2025 Q1 REDUCED 99.8% +56.9% ❌ 316 -172,167 -99.8% 0.00% $231K 2025-05-13 $160.66
2024 Q4 ADDED — — — 172,483 +115,059 +200.4% 0.01% $28.7M 2025-02-12 $169.90
2024 Q3 ADDED — — — 57,424 +12,302 +27.3% 0.00% $9.8M 2024-11-14 $184.08
2024 Q2 REDUCED 18.3% +21.0% ❌ 45,122 -10,128 -18.3% 0.00% $6.4M 2024-08-14 $133.15
2024 Q1 REDUCED 99.3% +14.3% ❌ 55,250 -7,912,595 -99.3% 0.00% $6.9M 2024-05-15 $119.09
2023 Q4 REDUCED — — — 7,967,845 -203,154 -2.5% 0.16% $840.0M 2024-02-12 $113.06
99 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ORCL

As of 2026 Q1 — sorted by position size

ShankerValleau Wealth Advisors, Inc. 3Y 13.2% Broad Peak Investment Advisers Pte Ltd 10.36% CALEDONIA INVESTMENTS PLC 3Y 7Y 6.41% Kenora Financial, LLC 5.39% NIGHTVIEW CAPITAL, LLC 3Y 7Y 4.75% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 4.71% HAMILTON CAPITAL PARTNERS, LLC 4.47% SPRING CAPITAL MANAGEMENT, LLC 3Y 4.41% STONEBRIDGE CAPITAL MANAGEMENT INC 3Y 7Y 4.08% Two Point Capital Management, Inc. 3Y 3.83%

FAQ About WELLINGTON MANAGEMENT GROUP LLP and ORCL

These are the practical questions this page is built to answer before you even open the full history table.

How long has WELLINGTON MANAGEMENT GROUP LLP reported owning ORCL?

WELLINGTON MANAGEMENT GROUP LLP reported ORCL across 13 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ORCL position in WELLINGTON MANAGEMENT GROUP LLP's portfolio?

The largest reported portfolio weight for ORCL was 0.33% in 2025 Q3.

What is the latest reported ORCL position on this page?

The most recent filing on this page is 2025 Q4, when WELLINGTON MANAGEMENT GROUP LLP reported 3,984,003 shares, equal to 0.14% of portfolio, with an estimated market value of $776.5M.

What does the chart on this ORCL ownership page compare?

The chart compares WELLINGTON MANAGEMENT GROUP LLP's quarterly ORCL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WELLINGTON MANAGEMENT GROUP LLP time their ORCL position?

Based on 13F filing dates vs. subsequent ORCL price moves, WELLINGTON MANAGEMENT GROUP LLP correctly timed 52 out of 110 reported position changes (47%). The annualised alpha on ORCL relative to SPY over the holding period was +5.3%.

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