Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,629 institutions that hold shares in the stock, with a total of 1.18 Billion shares, which have been reported (via 13F filing form) to have a value of $186 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
3,563
shares
|
$560,174
0.39% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Feb 14, 2025 Q4 2024 |
3,550
shares
|
$558,131
0.02% of portfolio
|
Q4 2019
Closed
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
3,540
shares
|
$556,558
0.02% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
3,539
shares
|
$556,401
0.0% of portfolio
|
Q1 2025
Added 10.39%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
3,539
shares
|
$556,401
0.04% of portfolio
|
Q1 2025
Added 23.57%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
3,520
shares
|
$553,414
0.04% of portfolio
|
Q1 2025
Reduced 22.48%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
3,517
shares
|
$552,942
0.14% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
3,516
shares
|
$552,785
0.02% of portfolio
|
Q1 2025
Added 109.41%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
3,512
shares
|
$552,156
0.11% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,507
shares
|
$551,370
0.09% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
3,482
shares
|
$547,440
0.04% of portfolio
|
Q1 2025
Added 12.43%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
3,478
shares
|
$546,811
0.17% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
May 13, 2025 Q1 2025 |
3,475
shares
|
$546,339
0.01% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
3,473
shares
|
$546,025
0.15% of portfolio
|
Q1 2025
Reduced 25.05%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
3,466
shares
|
$544,924
0.17% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Windsor Capital Management, LLC
|
May 02, 2025 Q1 2025 |
3,461
shares
|
$544,138
0.15% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
3,458
shares
|
$543,666
0.05% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
3,453
shares
|
$542,880
0.08% of portfolio
|
Q1 2025
Reduced 16.37%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
3,435
shares
|
$540,050
0.19% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
3,430
shares
|
$539,264
0.05% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
3,419
shares
|
$537,535
0.17% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Grand Jean Capital Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
3,415
shares
|
$536,906
0.13% of portfolio
|
Q3 2023
Reduced 3.26%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
May 12, 2025 Q1 2025 |
3,415
shares
|
$536,906
0.38% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
3,400
shares
|
$534,548
0.08% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
3,399
shares
|
$534,390
0.03% of portfolio
|
Q1 2025
Reduced 4.25%
|