Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,645 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 $181 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
19,496
shares
|
$2.94 Million
0.44% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
19,487
shares
|
$2.94 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
19,485
shares
|
$2.94 Million
0.51% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
19,438
shares
|
$2.93 Million
0.86% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
19,399
shares
|
$2.93 Million
0.48% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
19,395
shares
|
$2.93 Million
0.13% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
19,382
shares
|
$2.92 Million
0.85% of portfolio
|
Q3 2023
Reduced 0.84%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
19,228
shares
|
$2.9 Million
0.17% of portfolio
|
Q4 2024
Added 17.41%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
19,215
shares
|
$2.9 Million
0.1% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Lindsell Train LTD
London, X0 |
Jan 21, 2025 Q4 2024 |
19,200
shares
|
$2.9 Million
0.1% of portfolio
|
Q1 2023
Added 3.23%
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
19,153
shares
|
$2.89 Million
1.63% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Cercano Management LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
19,133
shares
|
$2.89 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
19,112
shares
|
$2.88 Million
0.26% of portfolio
|
Q4 2024
Added 22.25%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
19,089
shares
|
$2.88 Million
0.34% of portfolio
|
Q1 2023
Added 6.71%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,086
shares
|
$2.88 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 14, 2025 Q4 2024 |
19,055
shares
|
$2.88 Million
2.0% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
19,034
shares
|
$2.87 Million
0.49% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
18,983
shares
|
$2.86 Million
0.06% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
18,980
shares
|
$2.86 Million
0.96% of portfolio
|
Q1 2023
Added 0.13%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
18,979
shares
|
$2.86 Million
0.11% of portfolio
|
Q4 2024
Reduced 12.17%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
18,966
shares
|
$2.86 Million
0.84% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
18,961
shares
|
$2.86 Million
0.62% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
18,941
shares
|
$2.86 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
18,919
shares
|
$2.85 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
18,895
shares
|
$2.85 Million
1.13% of portfolio
|
Q4 2024
Added 0.35%
|