Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,705 institutions that hold shares in the stock, with a total of 1.2 Billion shares, which have been reported (via 13F filing form) to have a value of $276 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forbes J M & CO LLP
|
May 06, 2025 Q1 2025 |
3,102
shares
|
$711,226
0.04% of portfolio
|
Q4 2024
Added 43.74%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
3,101
shares
|
$710,997
0.09% of portfolio
|
Q1 2025
Reduced 17.0%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
3,100
shares
|
$710,768
0.07% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
3,087
shares
|
$707,787
0.14% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
3,085
shares
|
$707,328
0.06% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
3,080
shares
|
$706,182
0.25% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
3,079
shares
|
$705,953
0.05% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
3,078
shares
|
$705,723
0.08% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,074
shares
|
$704,806
0.04% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
3,072
shares
|
$704,348
0.18% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
3,058
shares
|
$701,138
0.06% of portfolio
|
Q2 2024
Added 61.29%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Jul 08, 2025 Q2 2025 |
3,051
shares
|
$699,533
1.21% of portfolio
|
Q2 2025
Reduced 94.56%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
3,042
shares
|
$697,469
0.14% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
3,027
shares
|
$694,030
0.43% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
3,018
shares
|
$691,967
0.15% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Apr 16, 2025 Q1 2025 |
3,012
shares
|
$690,591
0.08% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
3,012
shares
|
$690,591
0.1% of portfolio
|
Q1 2025
Added 183.62%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
3,009
shares
|
$689,903
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Colton Groome Financial Advisors, LLC
|
May 15, 2025 Q1 2025 |
3,007
shares
|
$689,444
0.16% of portfolio
|
Q4 2024
Added 21.25%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
3,003
shares
|
$688,527
0.14% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
3,002
shares
|
$688,298
0.25% of portfolio
|
Q4 2024
Reduced 56.93%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
3,002
shares
|
$688,298
0.15% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Ar Asset Management Inc
|
May 13, 2025 Q1 2025 |
3,000
shares
|
$687,840
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
May 14, 2025 Q1 2025 |
3,000
shares
|
$687,840
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Apr 16, 2025 Q1 2025 |
3,000
shares
|
$687,840
0.08% of portfolio
|
Q4 2024
New holding
|