Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,705 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 $276 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
26,058
shares
|
$5.97 Million
1.14% of portfolio
|
Q1 2025
Added 195.17%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
25,945
shares
|
$5.95 Million
2.22% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
25,888
shares
|
$5.94 Million
1.03% of portfolio
|
Q3 2022
Added 3.02%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
25,818
shares
|
$5.92 Million
1.08% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
25,751
shares
|
$5.9 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
25,690
shares
|
$5.89 Million
0.3% of portfolio
|
Q1 2025
Added 289.24%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
25,656
shares
|
$5.88 Million
0.08% of portfolio
|
Q1 2025
Reduced 21.58%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Apr 11, 2025 Q1 2025 |
25,652
shares
|
$5.88 Million
1.3% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Sciencast Management LP
|
May 15, 2025 Q1 2025 |
25,637
shares
|
$5.88 Million
0.88% of portfolio
|
Q1 2025
Added 79.03%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
25,535
shares
|
$5.85 Million
0.19% of portfolio
|
Q1 2025
Added 1277.29%
|
|
|
Amarillo National Bank
|
Apr 22, 2025 Q1 2025 |
25,522
shares
|
$5.85 Million
0.7% of portfolio
|
Q4 2023
Reduced 0.21%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
25,515
shares
|
$5.85 Million
0.14% of portfolio
|
Q1 2025
Added 13.85%
|
|
|
Buckhead Capital Management LLC
|
May 05, 2025 Q1 2025 |
25,510
shares
|
$5.85 Million
1.2% of portfolio
|
Q1 2025
Reduced 16.77%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
25,399
shares
|
$5.82 Million
0.15% of portfolio
|
Q2 2024
Added 2.03%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
25,237
shares
|
$5.79 Million
0.51% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
25,227
shares
|
$5.78 Million
0.62% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
25,162
shares
|
$5.77 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
25,010
shares
|
$5.73 Million
0.11% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
|
Argyle Capital Management Inc.
|
Apr 29, 2025 Q1 2025 |
24,921
shares
|
$5.71 Million
1.32% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
24,903
shares
|
$5.71 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Keene & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
24,801
shares
|
$5.69 Million
3.47% of portfolio
|
Q4 2024
Reduced 7.49%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
24,702
shares
|
$5.66 Million
1.65% of portfolio
|
Q1 2024
Added 1.16%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
24,669
shares
|
$5.66 Million
0.26% of portfolio
|
Q1 2025
Reduced 10.4%
|
|
|
Moody Lynn & Lieberson, LLC
|
Apr 28, 2025 Q1 2025 |
24,569
shares
|
$5.63 Million
0.23% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
24,527
shares
|
$5.62 Million
0.17% of portfolio
|
Q1 2025
Reduced 29.24%
|