Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,642 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 $186 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
2,417
shares
|
$375,021
0.08% of portfolio
|
Q4 2024
Added 9.56%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,415
shares
|
$374,711
0.03% of portfolio
|
Q1 2024
Added 7.29%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
2,412
shares
|
$374,245
0.15% of portfolio
|
Q4 2024
Added 13.13%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
2,409
shares
|
$373,780
0.15% of portfolio
|
Q1 2024
Reduced 24.03%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
2,407
shares
|
$373,470
0.06% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jan 14, 2025 Q4 2024 |
2,406
shares
|
$373,314
0.28% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
2,405
shares
|
$373,159
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
2,401
shares
|
$372,539
0.07% of portfolio
|
Q2 2024
Reduced 6.76%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
2,401
shares
|
$372,539
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
2,400
shares
|
$372,384
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Lazard Freres Gestion S.A.S.
|
Feb 10, 2025 Q4 2024 |
2,400
shares
|
$372,384
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
2,400
shares
|
$372,384
0.41% of portfolio
|
Q3 2023
Added 14.29%
|
|
|
Wilkins Investment Counsel Inc
|
Feb 11, 2025 Q4 2024 |
2,400
shares
|
$372,384
0.06% of portfolio
|
Q1 2024
Reduced 7.69%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Feb 11, 2025 Q4 2024 |
2,400
shares
|
$372,384
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
2,400
shares
|
$372,384
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
2,400
shares
|
$372,384
0.13% of portfolio
|
Q1 2024
Reduced 2.68%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
2,397
shares
|
$371,918
0.08% of portfolio
|
Q4 2024
Added 22.11%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Mar 06, 2025 Q4 2024 |
2,391
shares
|
$370,987
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
2,387
shares
|
$370,366
0.14% of portfolio
|
Q1 2024
Reduced 14.96%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
2,387
shares
|
$370,366
0.27% of portfolio
|
Q4 2024
Added 26.1%
|
|
|
Hemenway Trust CO LLC
|
Feb 12, 2025 Q4 2024 |
2,386
shares
|
$370,211
0.03% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
2,381
shares
|
$369,435
0.15% of portfolio
|
Q4 2024
Added 25.98%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
2,381
shares
|
$369,435
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
2,379
shares
|
$369,125
0.1% of portfolio
|
Q1 2023
Reduced 52.07%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
2,377
shares
|
$368,815
0.08% of portfolio
|
Q4 2024
Reduced 12.77%
|