Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,687 institutions that hold shares in the stock, with a total of 1.21 Billion shares, which have been reported (via 13F filing form) to have a value of $285 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
68,518
shares
|
$16.2 Million
0.56% of portfolio
|
Q3 2023
New holding
|
|
|
Leuthold Group, LLC
|
May 13, 2025 Q1 2025 |
68,495
shares
|
$16.2 Million
1.3% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
68,276
shares
|
$16.1 Million
1.56% of portfolio
|
Q1 2025
Added 10.23%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
68,112
shares
|
$16.1 Million
0.13% of portfolio
|
Q2 2023
Reduced 15.54%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
67,895
shares
|
$16 Million
0.9% of portfolio
|
Q1 2025
Reduced 30.86%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
May 15, 2025 Q1 2025 |
67,826
shares
|
$16 Million
0.58% of portfolio
|
Q1 2025
Added 32.86%
|
|
|
Payden & Rygel
Los Angeles, CA |
May 15, 2025 Q1 2025 |
67,790
shares
|
$16 Million
0.81% of portfolio
|
Q1 2025
Reduced 20.89%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
67,675
shares
|
$16 Million
0.63% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
67,411
shares
|
$15.9 Million
1.17% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
67,374
shares
|
$15.9 Million
0.17% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Apr 21, 2025 Q1 2025 |
66,635
shares
|
$15.7 Million
4.17% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
66,591
shares
|
$15.7 Million
1.27% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
66,481
shares
|
$15.7 Million
1.07% of portfolio
|
Q4 2024
Added 31.9%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
66,408
shares
|
$15.7 Million
0.58% of portfolio
|
Q1 2025
Added 4055.69%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
66,290
shares
|
$15.6 Million
0.6% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
66,137
shares
|
$15.6 Million
0.54% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
65,685
shares
|
$15.5 Million
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Kinsale Capital Group, Inc.
|
May 07, 2025 Q1 2025 |
65,475
shares
|
$15.4 Million
2.25% of portfolio
|
Q1 2025
Added 14.86%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
65,354
shares
|
$15.4 Million
2.35% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
65,325
shares
|
$15.4 Million
4.25% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
65,305
shares
|
$15.4 Million
2.2% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
64,990
shares
|
$15.3 Million
0.74% of portfolio
|
Q2 2024
Reduced 55.73%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
64,988
shares
|
$15.3 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
64,862
shares
|
$15.3 Million
5.36% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
64,734
shares
|
$15.3 Million
0.23% of portfolio
|
Q1 2025
Added 2.95%
|