Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,646 institutions that hold shares in the stock, with a total of 1.2 Billion shares, which have been reported (via 13F filing form) to have a value of $177 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
34,506
shares
|
$5.1 Million
1.13% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
34,482
shares
|
$5.09 Million
1.27% of portfolio
|
Q4 2024
Reduced 7.19%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
34,460
shares
|
$5.09 Million
0.01% of portfolio
|
Q4 2024
Reduced 98.33%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
34,409
shares
|
$5.08 Million
1.43% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
34,385
shares
|
$5.08 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Sander Capital Advisors Inc
Seattle, WA |
Jan 07, 2025 Q4 2024 |
34,308
shares
|
$5.07 Million
2.63% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
34,302
shares
|
$5.07 Million
0.96% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
34,199
shares
|
$5.05 Million
0.19% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
34,165
shares
|
$5.04 Million
0.3% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
33,944
shares
|
$5.01 Million
0.05% of portfolio
|
Q4 2024
Reduced 47.86%
|
|
|
Kemnay Advisory Services Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
33,933
shares
|
$5.01 Million
1.02% of portfolio
|
Q4 2024
Reduced 13.49%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
33,906
shares
|
$5.01 Million
0.45% of portfolio
|
Q4 2024
Reduced 19.3%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
33,857
shares
|
$5 Million
0.28% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Easterly Investment Partners LLC
|
Feb 12, 2025 Q4 2024 |
33,791
shares
|
$4.99 Million
0.45% of portfolio
|
Q4 2024
Reduced 49.36%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Feb 10, 2025 Q4 2024 |
33,686
shares
|
$4.97 Million
0.21% of portfolio
|
Q4 2024
Reduced 45.35%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
33,637
shares
|
$4.97 Million
0.17% of portfolio
|
Q2 2022
Added 12.56%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
33,416
shares
|
$4.93 Million
0.1% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
32,792
shares
|
$4.84 Million
1.58% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
32,732
shares
|
$4.83 Million
0.53% of portfolio
|
Q4 2024
Added 36.68%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Feb 14, 2025 Q4 2024 |
32,717
shares
|
$4.83 Million
0.12% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
32,626
shares
|
$4.82 Million
0.77% of portfolio
|
Q3 2023
Reduced 0.2%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
32,604
shares
|
$4.81 Million
0.57% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
32,463
shares
|
$4.79 Million
1.11% of portfolio
|
Q4 2022
Reduced 0.06%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
32,396
shares
|
$4.78 Million
0.14% of portfolio
|
Q4 2024
Added 23.27%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
32,343
shares
|
$4.78 Million
0.52% of portfolio
|
Q4 2024
Added 15.31%
|