Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,625 institutions that hold shares in the stock, with a total of 1.19 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 |
|---|---|---|---|---|---|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
269
shares
|
$47,344
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
262
shares
|
$46,112
0.0% of portfolio
|
Q2 2024
Reduced 9.03%
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
261
shares
|
$45,936
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
252
shares
|
$44,352
0.03% of portfolio
|
Q2 2017
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
250
shares
|
$44,000
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
246
shares
|
$43,296
0.01% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
234
shares
|
$41,184
0.01% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
233
shares
|
$41,008
0.0% of portfolio
|
Q2 2021
Added 30.18%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
232
shares
|
$40,832
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
225
shares
|
$39,600
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
216
shares
|
$38,016
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
215
shares
|
$37,840
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
213
shares
|
$37,488
0.01% of portfolio
|
Q4 2024
Added 129.03%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
213
shares
|
$37,488
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
213
shares
|
$37,488
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
211
shares
|
$37,136
0.01% of portfolio
|
Q4 2024
Added 38.82%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
209
shares
|
$36,784
0.01% of portfolio
|
Q4 2024
Reduced 98.01%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
205
shares
|
$36,080
0.02% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
205
shares
|
$36,080
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
200
shares
|
$35,200
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
200
shares
|
$35,200
0.02% of portfolio
|
Q4 2024
Reduced 14.89%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
191
shares
|
$33,616
0.01% of portfolio
|
Q1 2022
Reduced 46.94%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Feb 12, 2025 Q4 2024 |
190
shares
|
$33,440
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
187
shares
|
$32,912
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
184
shares
|
$32,384
0.01% of portfolio
|
Q4 2024
Added 89.69%
|