Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,754 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 $299 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
19,180
shares
|
$4.77 Million
0.54% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
19,174
shares
|
$4.77 Million
0.11% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
19,089
shares
|
$4.75 Million
0.34% of portfolio
|
Q1 2023
Added 6.71%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
19,053
shares
|
$4.74 Million
0.25% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
19,051
shares
|
$4.74 Million
0.11% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Apr 14, 2025 Q1 2025 |
19,050
shares
|
$4.74 Million
1.58% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
19,012
shares
|
$4.73 Million
1.52% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
19,010
shares
|
$4.73 Million
0.56% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
18,997
shares
|
$4.73 Million
0.88% of portfolio
|
Q1 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
18,987
shares
|
$4.72 Million
0.48% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Legal Advantage Investments, Inc.
|
May 13, 2025 Q1 2025 |
18,946
shares
|
$4.71 Million
1.54% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
18,941
shares
|
$4.71 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
18,887
shares
|
$4.7 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
May 08, 2025 Q1 2025 |
18,865
shares
|
$4.69 Million
1.35% of portfolio
|
Q1 2025
New holding
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
18,840
shares
|
$4.69 Million
0.95% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
18,831
shares
|
$4.68 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
18,788
shares
|
$4.67 Million
0.17% of portfolio
|
Q1 2025
Added 65.1%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
May 14, 2025 Q1 2025 |
18,758
shares
|
$4.67 Million
0.07% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
18,751
shares
|
$4.66 Million
0.63% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
18,747
shares
|
$4.66 Million
0.38% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
18,740
shares
|
$4.66 Million
0.34% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
18,728
shares
|
$4.66 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
18,714
shares
|
$4.66 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
18,711
shares
|
$4.65 Million
1.12% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
18,622
shares
|
$4.63 Million
0.34% of portfolio
|
Q2 2025
Reduced 2.57%
|