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 |
|---|---|---|---|---|---|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
68,112
shares
|
$10.7 Million
0.13% of portfolio
|
Q2 2023
Reduced 15.54%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
67,895
shares
|
$10.7 Million
0.9% of portfolio
|
Q1 2025
Reduced 30.86%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
67,675
shares
|
$10.6 Million
0.63% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
67,374
shares
|
$10.6 Million
0.17% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
67,261
shares
|
$10.6 Million
0.03% of portfolio
|
Q4 2024
Added 267.87%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
66,850
shares
|
$10.5 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Apr 21, 2025 Q1 2025 |
66,635
shares
|
$10.5 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
|
$10.5 Million
1.27% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
66,481
shares
|
$10.5 Million
1.07% of portfolio
|
Q4 2024
Added 31.9%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
66,408
shares
|
$10.4 Million
0.58% of portfolio
|
Q1 2025
Added 4055.69%
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
66,137
shares
|
$10.4 Million
0.54% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
65,685
shares
|
$10.3 Million
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Kinsale Capital Group, Inc.
|
May 07, 2025 Q1 2025 |
65,475
shares
|
$10.3 Million
2.25% of portfolio
|
Q1 2025
Added 14.86%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
65,354
shares
|
$10.3 Million
2.35% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
65,325
shares
|
$10.3 Million
4.25% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
65,305
shares
|
$10.3 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
|
$10.2 Million
0.74% of portfolio
|
Q2 2024
Reduced 55.73%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
64,988
shares
|
$10.2 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
64,734
shares
|
$10.2 Million
0.23% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
64,681
shares
|
$10.2 Million
0.02% of portfolio
|
Q3 2022
Added 19.86%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
64,555
shares
|
$10.1 Million
0.76% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
64,461
shares
|
$10.1 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Qsemble Capital Management, LP
New York, NY |
May 12, 2025 Q1 2025 |
64,313
shares
|
$10.1 Million
0.96% of portfolio
|
Q1 2025
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
64,252
shares
|
$10.1 Million
1.2% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
64,142
shares
|
$10.1 Million
2.23% of portfolio
|
Q1 2025
Added 5.36%
|