Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,620 institutions that hold shares in the stock, with a total of 1.21 Billion shares, which have been reported (via 13F filing form) to have a value of $190 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
1,995
shares
|
$313,653
0.05% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Apr 30, 2025 Q1 2025 |
1,991
shares
|
$313,025
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,989
shares
|
$312,710
0.19% of portfolio
|
Q4 2023
Added 0.2%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
1,987
shares
|
$312,396
0.03% of portfolio
|
Q1 2025
Reduced 44.74%
|
|
|
Mig Capital, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
1,987
shares
|
$312,396
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
1,981
shares
|
$311,452
0.04% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 12, 2025 Q4 2024 |
1,979
shares
|
$311,138
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Square Asset Management, LLC
New York, NY |
May 01, 2025 Q1 2025 |
1,975
shares
|
$310,509
0.15% of portfolio
|
Q3 2023
Reduced 1.5%
|
|
|
Southern Style Financial, Inc.
San Diego, CA |
Jan 22, 2025 Q4 2024 |
1,973
shares
|
$310,195
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
1,972
shares
|
$310,037
0.11% of portfolio
|
Q1 2025
Reduced 14.45%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
1,958
shares
|
$307,836
0.03% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
1,957
shares
|
$307,679
0.14% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Apr 22, 2025 Q1 2025 |
1,953
shares
|
$307,050
0.23% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
|
Bowman & CO S.C.
|
Apr 08, 2025 Q1 2025 |
1,952
shares
|
$306,893
0.14% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
1,952
shares
|
$306,893
0.1% of portfolio
|
Q1 2025
Added 10.72%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Feb 13, 2025 Q4 2024 |
1,952
shares
|
$306,893
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Apr 23, 2025 Q1 2025 |
1,952
shares
|
$306,893
0.18% of portfolio
|
Q1 2025
Reduced 18.87%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
May 01, 2025 Q1 2025 |
1,951
shares
|
$306,736
0.17% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,946
shares
|
$305,950
0.03% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
1,945
shares
|
$305,792
0.06% of portfolio
|
Q1 2025
Reduced 40.37%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
1,943
shares
|
$305,478
0.1% of portfolio
|
Q4 2024
Reduced 41.53%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Apr 23, 2025 Q1 2025 |
1,943
shares
|
$305,478
0.1% of portfolio
|
Q1 2025
Reduced 22.77%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
1,939
shares
|
$304,849
0.09% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Cbiz Investment Advisory Services, LLC
|
May 05, 2025 Q1 2025 |
1,937
shares
|
$304,535
0.08% of portfolio
|
Q1 2025
Added 222.3%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
1,935
shares
|
$304,220
0.07% of portfolio
|
Q1 2025
Reduced 27.31%
|