Dixon Mitchell Investment Counsel Inc. Trims Oracle Corporation Holdings

The investment firm reduced its stake in the enterprise software provider by 99.5% during the third quarter.

Published on Mar. 10, 2026

According to a recent SEC filing, Dixon Mitchell Investment Counsel Inc. significantly reduced its holdings in Oracle Corporation (NYSE:ORCL) during the third quarter of 2026. The firm trimmed its position in the enterprise software provider by 99.5%, leaving it with just 346 shares worth $97,000 at the end of the quarter.

Why it matters

The filing provides insight into the investment decisions of Dixon Mitchell Investment Counsel, a Nebraska-based firm that manages over $1 billion in assets. The dramatic reduction in the firm's Oracle holdings suggests a shift in its investment strategy or outlook on the company.

The details

In its 13F filing with the SEC, Dixon Mitchell Investment Counsel reported selling 64,518 shares of Oracle stock during the third quarter. This left the firm with just 346 shares of the enterprise software provider's stock, valued at $97,000 at the end of the period.

  • Dixon Mitchell Investment Counsel Inc. made the changes to its Oracle holdings during the 3rd quarter of 2026.

The players

Dixon Mitchell Investment Counsel Inc.

A Nebraska-based investment management firm that oversees over $1 billion in assets.

Oracle Corporation

A multinational technology company that develops and sells database software, cloud engineered systems, enterprise software applications and related services.

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The takeaway

The significant reduction in Dixon Mitchell Investment Counsel's Oracle holdings suggests the firm may have concerns about the enterprise software provider's outlook or is reallocating capital to other investment opportunities. This filing provides a window into the investment decisions of a major Nebraska-based asset manager.