Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 4,367 institutions that hold shares in the stock, with a total of 1.23 Billion shares, which have been reported (via 13F filing form) to have a value of $270 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
198
shares
|
$43,532
0.03% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
195
shares
|
$42,872
0.02% of portfolio
|
Q3 2025
Reduced 25.57%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
193
shares
|
$42,432
0.02% of portfolio
|
Q2 2025
Added 32.19%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
191
shares
|
$41,993
0.01% of portfolio
|
Q1 2022
Reduced 46.94%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
191
shares
|
$41,993
0.01% of portfolio
|
Q3 2025
Added 334.09%
|
|
|
River Park Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
189
shares
|
$41,553
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
189
shares
|
$41,553
0.05% of portfolio
|
Q3 2025
Added 845.0%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
187
shares
|
$41,113
0.02% of portfolio
|
Q2 2025
Added 1770.0%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
184
shares
|
$40,454
0.17% of portfolio
|
Q3 2025
Reduced 94.22%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
181
shares
|
$39,794
0.02% of portfolio
|
Q2 2025
Added 52.1%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
179
shares
|
$39,354
0.01% of portfolio
|
Q2 2025
Reduced 12.25%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
175
shares
|
$38,475
0.01% of portfolio
|
Q3 2025
Added 66.67%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
166
shares
|
$36,496
0.02% of portfolio
|
Q3 2025
Reduced 37.59%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
164
shares
|
$36,057
0.01% of portfolio
|
Q4 2025
Added 465.52%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
151
shares
|
$33,198
0.0% of portfolio
|
Q3 2025
Reduced 15.64%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
150
shares
|
$32,979
0.02% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
149
shares
|
$32,759
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
146
shares
|
$32,099
0.03% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
145
shares
|
$31,879
0.01% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
138
shares
|
$30,340
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Oct 24, 2025 Q3 2025 |
137
shares
|
$30,120
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
137
shares
|
$30,120
0.03% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
135
shares
|
$29,681
0.01% of portfolio
|
Q3 2024
Reduced 30.77%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
132
shares
|
$29,021
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
130
shares
|
$28,581
0.0% of portfolio
|
Q1 2022
Reduced 31.22%
|
|