Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,371 institutions that hold shares in the stock, with a total of 1.17 Billion shares, which have been reported (via 13F filing form) to have a value of $198 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
581
shares
|
$98,601
0.01% of portfolio
|
Q3 2024
Added 23.09%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
573
shares
|
$97,243
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
559
shares
|
$94,867
0.07% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
530
shares
|
$89,946
0.03% of portfolio
|
Q3 2024
Added 25.3%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
526
shares
|
$89,267
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
523
shares
|
$88,758
0.05% of portfolio
|
Q3 2024
Added 21.63%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
515
shares
|
$87,400
0.03% of portfolio
|
Q3 2024
Added 72.24%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
514
shares
|
$87,230
0.02% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
509
shares
|
$86,382
0.03% of portfolio
|
Q3 2024
Reduced 57.83%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
500
shares
|
$84,855
0.05% of portfolio
|
Q3 2024
Reduced 34.3%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
498
shares
|
$84,515
0.02% of portfolio
|
Q2 2024
Reduced 16.3%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
495
shares
|
$84,006
0.03% of portfolio
|
Q3 2024
Reduced 26.56%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
489
shares
|
$82,988
0.03% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
477
shares
|
$80,951
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
476
shares
|
$80,781
0.03% of portfolio
|
Q2 2024
Reduced 85.01%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
473
shares
|
$80,272
0.07% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
435
shares
|
$73,823
0.04% of portfolio
|
Q2 2024
Added 0.69%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
434
shares
|
$73,654
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
433
shares
|
$73,484
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
425
shares
|
$72,126
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
424
shares
|
$71,957
0.1% of portfolio
|
Q3 2023
Added 0.24%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
412
shares
|
$69,920
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
406
shares
|
$68,902
0.01% of portfolio
|
Q3 2023
Added 5.45%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
400
shares
|
$67,884
0.02% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
400
shares
|
$67,884
0.03% of portfolio
|
Q2 2024
New holding
|