Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,626 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 |
|---|---|---|---|---|---|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
31,473
shares
|
$4.95 Million
0.85% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
31,460
shares
|
$4.95 Million
0.75% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
31,422
shares
|
$4.94 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
31,390
shares
|
$4.94 Million
0.23% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
31,368
shares
|
$4.93 Million
1.52% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
31,018
shares
|
$4.88 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Benson Investment Management Company, Inc.
|
Apr 10, 2025 Q1 2025 |
30,953
shares
|
$4.87 Million
1.92% of portfolio
|
Q1 2025
New holding
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
30,922
shares
|
$4.86 Million
0.68% of portfolio
|
Q4 2022
Reduced 0.55%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
30,917
shares
|
$4.86 Million
0.44% of portfolio
|
Q4 2024
Added 10.88%
|
|
|
Bnc Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
30,908
shares
|
$4.86 Million
1.62% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
May 07, 2025 Q1 2025 |
30,904
shares
|
$4.86 Million
1.7% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Teamwork Financial Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
30,834
shares
|
$4.85 Million
0.6% of portfolio
|
Q1 2025
Reduced 66.19%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
30,771
shares
|
$4.84 Million
0.23% of portfolio
|
Q3 2022
Added 12.1%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
30,760
shares
|
$4.84 Million
0.4% of portfolio
|
Q1 2025
Added 51.7%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
30,746
shares
|
$4.83 Million
0.06% of portfolio
|
Q4 2024
Reduced 12.73%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
30,695
shares
|
$4.83 Million
3.37% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
30,692
shares
|
$4.83 Million
0.34% of portfolio
|
Q1 2025
Added 44.3%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
30,653
shares
|
$4.82 Million
0.11% of portfolio
|
Q1 2025
Reduced 19.93%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
30,630
shares
|
$4.82 Million
0.51% of portfolio
|
Q3 2022
Reduced 2.51%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
30,567
shares
|
$4.81 Million
0.14% of portfolio
|
Q1 2025
Added 21.43%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
May 06, 2025 Q1 2025 |
30,560
shares
|
$4.8 Million
1.47% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
30,368
shares
|
$4.77 Million
0.12% of portfolio
|
Q1 2025
Added 42.23%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
30,264
shares
|
$4.76 Million
0.41% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
30,236
shares
|
$4.75 Million
0.12% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Axs Investments LLC
Port Chester, NY |
May 09, 2025 Q1 2025 |
30,205
shares
|
$4.75 Million
1.27% of portfolio
|
Q1 2025
Reduced 2.29%
|