Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,629 institutions that hold shares in the stock, with a total of 1.18 Billion shares, which have been reported (via 13F filing form) to have a value of $186 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
92,381
shares
|
$14.5 Million
0.23% of portfolio
|
Q1 2025
Added 13.27%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
91,890
shares
|
$14.4 Million
0.67% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
91,630
shares
|
$14.4 Million
0.23% of portfolio
|
Q4 2024
Added 22.11%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
91,375
shares
|
$14.4 Million
0.23% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
90,787
shares
|
$14.3 Million
0.29% of portfolio
|
Q1 2025
Added 8.9%
|
|
|
Hamilton Capital Partners, LLC
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
90,607
shares
|
$14.2 Million
8.03% of portfolio
|
Q1 2025
Added 42.68%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Apr 30, 2025 Q1 2025 |
90,341
shares
|
$14.2 Million
4.8% of portfolio
|
Q1 2025
Added 49.19%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
89,789
shares
|
$14.1 Million
1.93% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
May 09, 2025 Q1 2025 |
89,781
shares
|
$14.1 Million
4.02% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Feb 14, 2025 Q4 2024 |
89,616
shares
|
$14.1 Million
0.89% of portfolio
|
Q4 2024
Reduced 15.23%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
89,236
shares
|
$14 Million
0.63% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
88,513
shares
|
$13.9 Million
1.35% of portfolio
|
Q1 2025
Reduced 14.7%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Feb 13, 2025 Q4 2024 |
88,484
shares
|
$13.9 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
87,495
shares
|
$13.8 Million
0.49% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
87,391
shares
|
$13.7 Million
0.49% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
87,202
shares
|
$13.7 Million
0.92% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Louisiana State Employees Retirement System
|
May 01, 2025 Q1 2025 |
87,200
shares
|
$13.7 Million
0.25% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
87,041
shares
|
$13.7 Million
0.34% of portfolio
|
Q1 2023
Reduced 2.89%
|
|
|
Peak6 LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
86,700
shares
|
$13.6 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Two Point Capital Management, Inc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
86,007
shares
|
$13.5 Million
5.31% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
85,932
shares
|
$13.5 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
85,698
shares
|
$13.5 Million
2.2% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Payden & Rygel
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
85,690
shares
|
$13.5 Million
1.23% of portfolio
|
Q4 2024
Added 31.25%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
85,451
shares
|
$13.4 Million
0.76% of portfolio
|
Q3 2023
Reduced 0.68%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
85,264
shares
|
$13.4 Million
0.18% of portfolio
|
Q1 2025
Reduced 15.3%
|