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 |
|---|---|---|---|---|---|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
3,101
shares
|
$487,539
0.09% of portfolio
|
Q1 2025
Reduced 17.0%
|
|
|
Pictet North America Advisors Sa
|
Apr 28, 2025 Q1 2025 |
3,100
shares
|
$487,382
0.04% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
3,087
shares
|
$485,338
0.14% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
3,087
shares
|
$485,338
0.12% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
3,080
shares
|
$484,237
0.25% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Apr 14, 2025 Q1 2025 |
3,079
shares
|
$484,080
0.17% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
3,079
shares
|
$484,080
0.06% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
3,078
shares
|
$483,923
0.08% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,074
shares
|
$483,294
0.04% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Apr 10, 2025 Q1 2025 |
3,063
shares
|
$481,564
0.39% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
3,058
shares
|
$480,778
0.06% of portfolio
|
Q2 2024
Added 61.29%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
3,048
shares
|
$479,206
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Apr 10, 2025 Q1 2025 |
3,042
shares
|
$478,263
0.09% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
3,031
shares
|
$476,533
0.07% of portfolio
|
Q4 2024
Reduced 16.18%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
May 12, 2025 Q1 2025 |
3,022
shares
|
$475,118
0.16% of portfolio
|
Q1 2025
Added 25.29%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Feb 11, 2025 Q4 2024 |
3,021
shares
|
$474,961
0.22% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
3,018
shares
|
$474,489
0.15% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Apr 16, 2025 Q1 2025 |
3,012
shares
|
$473,546
0.08% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
3,012
shares
|
$473,546
0.1% of portfolio
|
Q1 2025
Added 183.62%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
3,012
shares
|
$473,546
0.53% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
3,009
shares
|
$473,074
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
3,007
shares
|
$472,760
0.19% of portfolio
|
Q4 2024
Added 21.25%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
3,003
shares
|
$472,131
0.14% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
3,002
shares
|
$471,974
0.25% of portfolio
|
Q4 2024
Reduced 56.93%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
3,002
shares
|
$471,974
0.15% of portfolio
|
Q1 2025
Reduced 2.41%
|