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Advisors Capital Management, LLC: ORCL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Capital Management, LLC on ORCL, newest first. How the timeline and the estimate are built.

Advisors Capital Management, LLC held 562,848 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 562,848 shares
    Change vs previous 13F +278,021 shares

    0.87% of the 13F portfolio, value $82,485,435.

    13F-HR 0002063364-26-000293 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 284,827 shares
    Change vs previous 13F +5,071 shares

    0.49% of the 13F portfolio, value $41,900,938.

    13F-HR 0002063364-26-000145 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 279,756 shares
    Change vs previous 13F -562 shares

    0.64% of the 13F portfolio, value $54,527,276.

    13F-HR 0002063364-26-000044 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 280,318 shares
    Change vs previous 13F -9,777 shares

    0.98% of the 13F portfolio, value $78,836,663.

    13F-HR 0002063364-25-000276 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 290,095 shares
    Change vs previous 13F +59,826 shares

    0.87% of the 13F portfolio, value $63,423,671.

    13F-HR 0002063364-25-000193 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 230,269 shares
    Change vs previous 13F +17,328 shares

    0.5% of the 13F portfolio, value $32,194,005.

    13F-HR 0002063364-25-000095 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 212,941 shares
    Change vs previous 13F +7,130 shares

    0.56% of the 13F portfolio, value $35,484,561.

    13F-HR 0001345576-25-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 205,811 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $35,070,000.

    13F-HR 0001345576-24-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).