Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,693 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 |
|---|---|---|---|---|---|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Apr 21, 2025 Q1 2025 |
2,651
shares
|
$607,821
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
2,650
shares
|
$607,592
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
2,646
shares
|
$606,674
0.11% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Marietta Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
2,634
shares
|
$603,923
0.06% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
2,631
shares
|
$603,235
0.08% of portfolio
|
Q1 2025
Added 8.72%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,628
shares
|
$602,547
0.08% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
May 08, 2025 Q1 2025 |
2,623
shares
|
$601,401
0.2% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
2,620
shares
|
$600,713
0.14% of portfolio
|
Q1 2025
Added 115.99%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
2,617
shares
|
$600,025
0.42% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
May 02, 2025 Q1 2025 |
2,612
shares
|
$598,879
0.15% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
2,606
shares
|
$597,503
0.08% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
May 15, 2025 Q1 2025 |
2,603
shares
|
$596,815
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
2,602
shares
|
$596,586
0.48% of portfolio
|
Q3 2023
Reduced 12.51%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
May 09, 2025 Q1 2025 |
2,602
shares
|
$596,586
0.35% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
2,601
shares
|
$596,357
0.1% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Apr 30, 2025 Q1 2025 |
2,601
shares
|
$596,357
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Mba Advisors LLC
Hermitage, PA |
Apr 28, 2025 Q1 2025 |
2,600
shares
|
$596,128
0.18% of portfolio
|
Q1 2025
Added 17.12%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
2,599
shares
|
$595,898
0.08% of portfolio
|
Q1 2025
Reduced 16.27%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
2,595
shares
|
$594,981
0.06% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
2,593
shares
|
$594,523
0.13% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
2,593
shares
|
$594,523
0.07% of portfolio
|
Q2 2023
Reduced 75.52%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
2,593
shares
|
$594,523
0.24% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
2,592
shares
|
$594,293
0.05% of portfolio
|
Q1 2025
Reduced 68.02%
|
|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
2,590
shares
|
$593,835
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,589
shares
|
$593,605
0.09% of portfolio
|
Q2 2024
Added 5.58%
|