Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,618 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 $179 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
1,784
shares
|
$266,333
0.26% of portfolio
|
Q1 2025
Added 12.2%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
1,783
shares
|
$266,184
0.2% of portfolio
|
Q1 2025
Added 48.46%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
1,781
shares
|
$265,885
0.01% of portfolio
|
Q4 2024
Reduced 71.39%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Apr 15, 2025 Q1 2025 |
1,781
shares
|
$265,885
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
1,770
shares
|
$264,243
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
1,767
shares
|
$263,795
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
1,767
shares
|
$263,795
0.01% of portfolio
|
Q1 2025
Reduced 29.21%
|
|
|
Jordan Park Group LLC
|
Apr 29, 2025 Q1 2025 |
1,764
shares
|
$263,347
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Feb 14, 2025 Q4 2024 |
1,761
shares
|
$262,899
0.08% of portfolio
|
Q4 2024
Reduced 10.24%
|
|
|
44 Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
1,761
shares
|
$262,899
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
1,760
shares
|
$262,750
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
1,757
shares
|
$262,302
0.06% of portfolio
|
Q4 2024
Added 11.2%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,754
shares
|
$261,854
0.07% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Apr 30, 2025 Q1 2025 |
1,754
shares
|
$261,854
0.22% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
1,754
shares
|
$261,854
0.14% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
1,752
shares
|
$261,556
0.04% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Community Trust & Investment CO
|
Apr 17, 2025 Q1 2025 |
1,750
shares
|
$261,257
0.02% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
1,746
shares
|
$260,660
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
1,742
shares
|
$260,063
0.11% of portfolio
|
Q1 2024
Reduced 0.11%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
1,742
shares
|
$260,063
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
1,742
shares
|
$260,063
0.2% of portfolio
|
Q1 2025
Added 41.4%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Feb 12, 2025 Q4 2024 |
1,740
shares
|
$259,764
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
1,735
shares
|
$259,018
0.02% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Apr 24, 2025 Q1 2025 |
1,731
shares
|
$258,420
0.14% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
1,727
shares
|
$257,823
0.04% of portfolio
|
Q1 2025
New holding
|