Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,623 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 |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
406
shares
|
$60,611
0.01% of portfolio
|
Q3 2023
Added 5.45%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
406
shares
|
$60,611
0.03% of portfolio
|
Q4 2024
Added 47.1%
|
|
|
Nexus Investment Management Ulc
|
Apr 07, 2025 Q1 2025 |
400
shares
|
$59,716
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Chelsea Counsel CO
|
Feb 27, 2025 Q4 2024 |
400
shares
|
$59,716
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
400
shares
|
$59,716
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
399
shares
|
$59,566
0.02% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
394
shares
|
$58,820
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
380
shares
|
$56,730
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
379
shares
|
$56,580
0.01% of portfolio
|
Q3 2022
Added 26.33%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
375
shares
|
$55,983
0.02% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
374
shares
|
$55,834
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
372
shares
|
$55,535
0.02% of portfolio
|
Q1 2025
Added 36.76%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
354
shares
|
$52,848
0.02% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
340
shares
|
$50,758
0.01% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
330
shares
|
$49,265
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
323
shares
|
$48,220
0.02% of portfolio
|
Q4 2023
Reduced 48.15%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
322
shares
|
$48,071
0.02% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
312
shares
|
$46,578
0.02% of portfolio
|
Q3 2023
Added 2500.0%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
309
shares
|
$46,130
0.0% of portfolio
|
Q1 2025
Added 8.42%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
301
shares
|
$44,936
0.02% of portfolio
|
Q2 2024
Reduced 26.41%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
300
shares
|
$44,787
0.04% of portfolio
|
Q4 2024
Reduced 57.14%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
300
shares
|
$44,787
0.01% of portfolio
|
Q2 2024
Reduced 72.09%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
300
shares
|
$44,787
0.02% of portfolio
|
Q1 2022
Reduced 25.0%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
300
shares
|
$44,787
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
294
shares
|
$43,891
0.06% of portfolio
|
Q1 2024
Reduced 16.95%
|