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ZACKS INVESTMENT MANAGEMENT: ORCL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ZACKS INVESTMENT MANAGEMENT on ORCL, newest first. How the timeline and the estimate are built.

ZACKS INVESTMENT MANAGEMENT held 302,214 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 302,214 shares
    Change vs previous 13F +139,542 shares

    0.31% of the 13F portfolio, value $44,289,651.

    13F-HR 0001172661-26-003391 filed by ZACKS INVESTMENT MANAGEMENT
    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 162,672 shares
    Change vs previous 13F +3,751 shares

    0.19% of the 13F portfolio, value $23,930,726.

    13F-HR 0001172661-26-001904 filed by ZACKS INVESTMENT MANAGEMENT
    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 158,921 shares
    Change vs previous 13F -107,490 shares

    0.24% of the 13F portfolio, value $30,975,299.

    13F-HR 0001172661-26-000942 filed by ZACKS INVESTMENT MANAGEMENT
    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 266,411 shares
    Change vs previous 13F +12,221 shares

    0.6% of the 13F portfolio, value $74,925,627.

    13F-HR 0001172661-25-005127 filed by ZACKS INVESTMENT MANAGEMENT
    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 254,190 shares
    Change vs previous 13F -2,996 shares

    0.48% of the 13F portfolio, value $55,573,516.

    13F-HR 0001172661-25-003061 filed by ZACKS INVESTMENT MANAGEMENT
    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 257,186 shares
    Change vs previous 13F -333,622 shares

    0.34% of the 13F portfolio, value $35,957,054.

    13F-HR 0001172661-25-001873 filed by ZACKS INVESTMENT MANAGEMENT
    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 590,808 shares
    Change vs previous 13F -38,724 shares

    0.91% of the 13F portfolio, value $98,452,176.

    13F-HR 0001172661-25-000838 filed by ZACKS INVESTMENT MANAGEMENT
    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 629,532 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $107,272,099.

    13F-HR 0001172661-24-004993 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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