Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,754 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 $299 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
2,727
shares
|
$678,341
0.05% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
2,727
shares
|
$678,341
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
May 06, 2025 Q1 2025 |
2,726
shares
|
$678,092
0.26% of portfolio
|
Q1 2025
Added 28.28%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
2,718
shares
|
$676,102
0.21% of portfolio
|
Q1 2025
Added 8.5%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
2,717
shares
|
$675,853
0.47% of portfolio
|
Q2 2025
Reduced 15.01%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
2,717
shares
|
$675,853
0.34% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
2,716
shares
|
$675,605
0.26% of portfolio
|
Q1 2025
Added 9.34%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
2,716
shares
|
$675,605
0.2% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
2,715
shares
|
$675,356
0.16% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,713
shares
|
$674,858
0.14% of portfolio
|
Q2 2022
Reduced 40.2%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
May 20, 2025 Q1 2025 |
2,710
shares
|
$674,112
0.0% of portfolio
|
Q1 2025
Added 63.35%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
2,709
shares
|
$673,863
0.05% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Jacobsen Capital Management
|
Apr 25, 2025 Q1 2025 |
2,708
shares
|
$673,615
0.16% of portfolio
|
Q1 2025
Added 10.94%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
2,708
shares
|
$673,615
0.49% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
2,694
shares
|
$670,132
0.18% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
2,693
shares
|
$669,883
0.14% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
2,691
shares
|
$669,386
0.28% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
2,684
shares
|
$667,645
0.19% of portfolio
|
Q2 2024
Added 21.94%
|
|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
2,677
shares
|
$665,903
0.11% of portfolio
|
Q1 2025
Reduced 84.01%
|
|
|
Belmont Capital, LLC
|
May 15, 2025 Q1 2025 |
2,676
shares
|
$665,655
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
2,676
shares
|
$665,655
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
2,674
shares
|
$665,157
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
May 07, 2025 Q1 2025 |
2,668
shares
|
$663,665
0.13% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
2,664
shares
|
$662,670
0.08% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
2,659
shares
|
$661,426
0.19% of portfolio
|
Q1 2025
Added 23.16%
|