Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 4,055 institutions that hold shares in the stock, with a total of 1.24 Billion shares, which have been reported (via 13F filing form) to have a value of $314 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
193
shares
|
$48,994
0.02% of portfolio
|
Q2 2025
Added 32.19%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
191
shares
|
$48,487
0.01% of portfolio
|
Q1 2022
Reduced 46.94%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
187
shares
|
$47,471
0.02% of portfolio
|
Q2 2025
Added 1770.0%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
187
shares
|
$47,471
0.03% of portfolio
|
Q2 2025
Reduced 22.73%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
185
shares
|
$46,964
0.01% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
179
shares
|
$45,440
0.0% of portfolio
|
Q1 2024
Reduced 7.25%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
179
shares
|
$45,440
0.01% of portfolio
|
Q2 2025
Reduced 12.25%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
176
shares
|
$44,679
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
157
shares
|
$39,856
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
151
shares
|
$38,332
0.01% of portfolio
|
Q4 2024
Added 20.8%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
149
shares
|
$37,825
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
149
shares
|
$37,825
0.01% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
145
shares
|
$36,809
0.01% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
141
shares
|
$35,794
0.02% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
138
shares
|
$35,032
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
136
shares
|
$34,524
0.02% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
135
shares
|
$34,271
0.01% of portfolio
|
Q3 2024
Reduced 30.77%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
130
shares
|
$33,001
0.0% of portfolio
|
Q1 2022
Reduced 31.22%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
130
shares
|
$33,001
0.02% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
129
shares
|
$32,747
0.0% of portfolio
|
Q1 2025
Added 344.83%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
127
shares
|
$32,240
0.01% of portfolio
|
Q3 2024
Added 217.5%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
126
shares
|
$31,986
0.02% of portfolio
|
Q2 2025
Added 24.75%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
125
shares
|
$31,732
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
119
shares
|
$30,209
0.0% of portfolio
|
Q2 2025
Reduced 34.25%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
118
shares
|
$29,955
0.01% of portfolio
|
Q1 2025
Reduced 30.18%
|