Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,644 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 $172 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
15,026
shares
|
$2.17 Million
0.87% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
15,010
shares
|
$2.16 Million
0.08% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
15,000
shares
|
$2.16 Million
0.11% of portfolio
|
Q3 2021
Reduced 4.91%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
14,994
shares
|
$2.16 Million
0.08% of portfolio
|
Q4 2024
Added 12.6%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
14,961
shares
|
$2.16 Million
0.53% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
14,944
shares
|
$2.15 Million
0.16% of portfolio
|
Q3 2022
Reduced 1.97%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
14,937
shares
|
$2.15 Million
0.38% of portfolio
|
Q4 2024
Reduced 30.46%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
14,932
shares
|
$2.15 Million
0.73% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Feb 10, 2025 Q4 2024 |
14,880
shares
|
$2.15 Million
1.4% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
14,868
shares
|
$2.14 Million
0.93% of portfolio
|
Q4 2024
Added 70.88%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
14,849
shares
|
$2.14 Million
0.75% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
14,784
shares
|
$2.13 Million
0.05% of portfolio
|
Q4 2024
Reduced 19.63%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
14,740
shares
|
$2.13 Million
0.08% of portfolio
|
Q4 2024
Added 22.83%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
14,740
shares
|
$2.13 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
14,727
shares
|
$2.12 Million
0.15% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
14,724
shares
|
$2.12 Million
2.39% of portfolio
|
Q3 2023
Reduced 1.77%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
14,698
shares
|
$2.12 Million
0.11% of portfolio
|
Q4 2024
Added 42.24%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
14,695
shares
|
$2.12 Million
1.11% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Argus Investors' Counsel, Inc.
|
Jan 27, 2025 Q4 2024 |
14,633
shares
|
$2.11 Million
1.69% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
14,582
shares
|
$2.1 Million
1.34% of portfolio
|
Q4 2024
New holding
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
14,535
shares
|
$2.1 Million
0.39% of portfolio
|
Q4 2024
Reduced 21.47%
|
|
|
Point72 Italy, S.R.L.
Milan, L6 |
Feb 14, 2025 Q4 2024 |
14,500
shares
|
$2.09 Million
1.33% of portfolio
|
Q4 2024
Reduced 36.06%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
14,411
shares
|
$2.08 Million
0.8% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
14,390
shares
|
$2.07 Million
0.35% of portfolio
|
Q3 2023
Added 37.94%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
14,379
shares
|
$2.07 Million
0.67% of portfolio
|
Q4 2024
Added 2.56%
|