Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,506 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 $210 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
200
shares
|
$35,784
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
200
shares
|
$35,784
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
200
shares
|
$35,784
0.02% of portfolio
|
Q4 2024
Reduced 14.89%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
191
shares
|
$34,173
0.01% of portfolio
|
Q1 2022
Reduced 46.94%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
190
shares
|
$33,994
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
184
shares
|
$32,921
0.01% of portfolio
|
Q4 2024
Added 89.69%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
179
shares
|
$32,026
0.0% of portfolio
|
Q1 2024
Reduced 7.25%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
176
shares
|
$31,489
0.02% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
169
shares
|
$30,237
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
157
shares
|
$28,090
0.02% of portfolio
|
Q2 2024
Reduced 16.93%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
151
shares
|
$27,016
0.01% of portfolio
|
Q4 2024
Added 20.8%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
150
shares
|
$26,837
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
145
shares
|
$25,943
0.01% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
140
shares
|
$25,048
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
137
shares
|
$24,512
0.0% of portfolio
|
Q3 2024
Reduced 47.1%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
135
shares
|
$24,154
0.01% of portfolio
|
Q3 2024
Reduced 30.77%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
135
shares
|
$24,154
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
134
shares
|
$23,975
0.02% of portfolio
|
Q4 2024
Reduced 19.76%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
133
shares
|
$23,796
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
130
shares
|
$23,259
0.0% of portfolio
|
Q1 2022
Reduced 31.22%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
130
shares
|
$23,259
0.02% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
127
shares
|
$22,722
0.01% of portfolio
|
Q3 2024
Added 217.5%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
126
shares
|
$22,543
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
125
shares
|
$22,365
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
122
shares
|
$21,828
0.01% of portfolio
|
Q3 2024
Added 212.82%
|