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 |
|---|---|---|---|---|---|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
2,900
shares
|
$455,938
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
2,898
shares
|
$455,623
0.1% of portfolio
|
Q4 2024
Added 21.61%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
2,898
shares
|
$455,623
0.3% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
2,889
shares
|
$454,208
0.01% of portfolio
|
Q1 2025
Added 16.54%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
2,886
shares
|
$453,736
0.1% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
2,879
shares
|
$452,636
0.32% of portfolio
|
Q1 2025
Reduced 11.52%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
2,875
shares
|
$452,007
0.13% of portfolio
|
Q3 2024
Added 11.65%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
2,875
shares
|
$452,007
0.05% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
2,874
shares
|
$451,850
0.36% of portfolio
|
Q4 2023
New holding
|
|
|
Wedge Capital Management L L P
|
Apr 14, 2025 Q1 2025 |
2,871
shares
|
$451,378
0.01% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
2,871
shares
|
$451,378
0.05% of portfolio
|
Q1 2025
Added 24.5%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
2,871
shares
|
$451,378
0.01% of portfolio
|
Q4 2024
Added 50.24%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
2,871
shares
|
$451,378
0.24% of portfolio
|
Q1 2025
Added 62.76%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
2,870
shares
|
$451,221
0.07% of portfolio
|
Q1 2025
Added 17.67%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
2,866
shares
|
$450,592
0.18% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
2,862
shares
|
$449,963
0.03% of portfolio
|
Q1 2025
Reduced 50.06%
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
2,861
shares
|
$449,806
0.38% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
2,858
shares
|
$449,334
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
2,855
shares
|
$448,863
0.05% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
First Bank & Trust
|
Apr 28, 2025 Q1 2025 |
2,851
shares
|
$448,234
0.08% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
2,847
shares
|
$447,605
0.11% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
2,845
shares
|
$447,290
0.16% of portfolio
|
Q1 2025
Added 13.85%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
2,840
shares
|
$446,504
0.03% of portfolio
|
Q1 2025
Added 20.85%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
2,836
shares
|
$445,875
0.25% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Tanager Wealth Management LLP
|
Apr 24, 2025 Q1 2025 |
2,831
shares
|
$445,089
0.05% of portfolio
|
Q1 2025
Added 34.75%
|