Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,630 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 $191 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
19,089
shares
|
$3.04 Million
0.34% of portfolio
|
Q1 2023
Added 6.71%
|
|
|
Peak Financial Advisors LLC
|
Apr 10, 2025 Q1 2025 |
19,071
shares
|
$3.04 Million
1.73% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
19,053
shares
|
$3.04 Million
0.25% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
19,051
shares
|
$3.04 Million
0.11% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Apr 14, 2025 Q1 2025 |
19,050
shares
|
$3.04 Million
1.58% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
18,997
shares
|
$3.03 Million
0.88% of portfolio
|
Q1 2025
New holding
|
|
|
Legal Advantage Investments, Inc.
|
May 13, 2025 Q1 2025 |
18,946
shares
|
$3.02 Million
1.54% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
18,941
shares
|
$3.02 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
18,887
shares
|
$3.01 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
May 08, 2025 Q1 2025 |
18,865
shares
|
$3.01 Million
1.35% of portfolio
|
Q1 2025
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
18,858
shares
|
$3.01 Million
0.8% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
18,840
shares
|
$3 Million
0.95% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
18,832
shares
|
$3 Million
0.12% of portfolio
|
Q1 2025
Reduced 26.95%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
18,831
shares
|
$3 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
18,818
shares
|
$3 Million
0.36% of portfolio
|
Q1 2025
Added 54.52%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
18,788
shares
|
$2.99 Million
0.17% of portfolio
|
Q1 2025
Added 65.1%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
May 14, 2025 Q1 2025 |
18,758
shares
|
$2.99 Million
0.07% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
18,747
shares
|
$2.99 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
|
$2.99 Million
0.34% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
18,728
shares
|
$2.99 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
18,714
shares
|
$2.98 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
18,597
shares
|
$2.96 Million
0.38% of portfolio
|
Q1 2025
Added 14.97%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
18,576
shares
|
$2.96 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
18,567
shares
|
$2.96 Million
1.6% of portfolio
|
Q3 2023
Reduced 35.24%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
18,540
shares
|
$2.96 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.51%
|