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 |
|---|---|---|---|---|---|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Feb 20, 2025 Q4 2024 |
182
shares
|
$32,032
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
179
shares
|
$31,504
0.0% of portfolio
|
Q1 2024
Reduced 7.25%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
176
shares
|
$30,976
0.02% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
169
shares
|
$29,744
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
157
shares
|
$27,632
0.02% of portfolio
|
Q2 2024
Reduced 16.93%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
151
shares
|
$26,576
0.01% of portfolio
|
Q4 2024
Added 20.8%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
150
shares
|
$26,400
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
146
shares
|
$25,696
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
145
shares
|
$25,520
0.01% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
142
shares
|
$24,992
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
140
shares
|
$24,640
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
135
shares
|
$23,760
0.01% of portfolio
|
Q3 2024
Reduced 30.77%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
135
shares
|
$23,760
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
134
shares
|
$23,584
0.02% of portfolio
|
Q4 2024
Reduced 19.76%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
133
shares
|
$23,408
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
131
shares
|
$23,056
0.0% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
130
shares
|
$22,880
0.0% of portfolio
|
Q1 2022
Reduced 31.22%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
130
shares
|
$22,880
0.02% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
128
shares
|
$22,528
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
127
shares
|
$22,352
0.01% of portfolio
|
Q3 2024
Added 217.5%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
126
shares
|
$22,176
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
125
shares
|
$22,000
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
122
shares
|
$21,472
0.01% of portfolio
|
Q3 2024
Added 212.82%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
120
shares
|
$21,120
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
113
shares
|
$19,888
0.01% of portfolio
|
Q4 2023
Reduced 34.68%
|