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 |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
191
shares
|
$28,514
0.01% of portfolio
|
Q1 2022
Reduced 46.94%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Feb 12, 2025 Q4 2024 |
190
shares
|
$28,365
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
184
shares
|
$27,469
0.01% of portfolio
|
Q4 2024
Added 89.69%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
179
shares
|
$26,722
0.0% of portfolio
|
Q1 2024
Reduced 7.25%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
176
shares
|
$26,275
0.02% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
174
shares
|
$25,976
0.01% of portfolio
|
Q1 2025
Reduced 15.12%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
157
shares
|
$23,438
0.02% of portfolio
|
Q2 2024
Reduced 16.93%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
151
shares
|
$22,542
0.01% of portfolio
|
Q4 2024
Added 20.8%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
150
shares
|
$22,393
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
146
shares
|
$21,796
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
145
shares
|
$21,647
0.01% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
142
shares
|
$21,199
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
140
shares
|
$20,900
0.02% of portfolio
|
Q1 2025
Added 75.0%
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
140
shares
|
$20,900
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
136
shares
|
$20,303
0.02% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
135
shares
|
$20,154
0.01% of portfolio
|
Q3 2024
Reduced 30.77%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
131
shares
|
$19,556
0.0% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
130
shares
|
$19,407
0.0% of portfolio
|
Q1 2022
Reduced 31.22%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
130
shares
|
$19,407
0.02% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
129
shares
|
$19,258
0.0% of portfolio
|
Q1 2025
Added 344.83%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
128
shares
|
$19,109
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
127
shares
|
$18,959
0.01% of portfolio
|
Q3 2024
Added 217.5%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
125
shares
|
$18,661
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
122
shares
|
$18,213
0.01% of portfolio
|
Q3 2024
Added 212.82%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
118
shares
|
$17,616
0.01% of portfolio
|
Q1 2025
Reduced 30.18%
|