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 |
|---|---|---|---|---|---|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
24,416
shares
|
$5.6 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
24,355
shares
|
$5.58 Million
0.93% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
May 07, 2025 Q1 2025 |
24,143
shares
|
$5.54 Million
1.07% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
24,133
shares
|
$5.53 Million
0.71% of portfolio
|
Q1 2025
Added 23559.8%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
24,131
shares
|
$5.53 Million
0.46% of portfolio
|
Q1 2025
Added 17.76%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
24,124
shares
|
$5.53 Million
0.23% of portfolio
|
Q3 2022
Added 3.28%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
24,051
shares
|
$5.51 Million
0.58% of portfolio
|
Q1 2025
Added 33.42%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
24,029
shares
|
$5.51 Million
0.15% of portfolio
|
Q4 2024
Reduced 7.42%
|
|
|
Citadel Investment Advisory, Inc.
|
Apr 17, 2025 Q1 2025 |
23,981
shares
|
$5.5 Million
1.65% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
23,936
shares
|
$5.49 Million
0.66% of portfolio
|
Q1 2025
Reduced 45.16%
|
|
|
Exeter Financial, LLC
|
Jul 15, 2025 Q2 2025 |
23,919
shares
|
$5.48 Million
2.37% of portfolio
|
Q2 2025
Reduced 18.95%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
23,887
shares
|
$5.48 Million
0.26% of portfolio
|
Q1 2025
Added 10.81%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
23,785
shares
|
$5.45 Million
0.73% of portfolio
|
Q1 2025
Added 15.65%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
23,776
shares
|
$5.45 Million
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
23,766
shares
|
$5.45 Million
0.02% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Aft, Forsyth & Sober, LLC
|
May 12, 2025 Q1 2025 |
23,650
shares
|
$5.42 Million
1.21% of portfolio
|
Q1 2025
New holding
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Apr 30, 2025 Q1 2025 |
23,531
shares
|
$5.4 Million
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
23,477
shares
|
$5.38 Million
1.1% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
May 19, 2025 Q1 2025 |
23,477
shares
|
$5.38 Million
2.54% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Apr 04, 2025 Q1 2025 |
23,452
shares
|
$5.38 Million
1.44% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Jpb Foundation
New York, NY |
May 15, 2025 Q1 2025 |
23,444
shares
|
$5.38 Million
0.43% of portfolio
|
Q4 2024
Reduced 79.51%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
23,420
shares
|
$5.37 Million
0.27% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
23,308
shares
|
$5.34 Million
0.71% of portfolio
|
Q1 2025
Reduced 69.21%
|
|
|
Chickasaw Capital Management LLC
|
Jul 09, 2025 Q2 2025 |
23,255
shares
|
$5.33 Million
0.2% of portfolio
|
Q2 2025
Added 13.38%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
23,249
shares
|
$5.33 Million
0.17% of portfolio
|
Q1 2025
Reduced 47.69%
|