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 |
|---|---|---|---|---|---|
|
Malaga Cove Capital, LLC
|
May 08, 2025 Q1 2025 |
15,625
shares
|
$3.89 Million
1.01% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
15,602
shares
|
$3.88 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
15,541
shares
|
$3.87 Million
0.3% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
May 14, 2025 Q1 2025 |
15,541
shares
|
$3.87 Million
1.39% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
15,524
shares
|
$3.86 Million
0.41% of portfolio
|
Q1 2025
Added 58.7%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
15,512
shares
|
$3.86 Million
0.3% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
15,506
shares
|
$3.86 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
15,467
shares
|
$3.85 Million
0.94% of portfolio
|
Q2 2025
Added 14.49%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
May 02, 2025 Q1 2025 |
15,331
shares
|
$3.81 Million
0.95% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
15,322
shares
|
$3.81 Million
1.2% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
15,283
shares
|
$3.8 Million
0.09% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
15,270
shares
|
$3.8 Million
0.1% of portfolio
|
Q1 2025
Added 64.0%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
15,193
shares
|
$3.78 Million
0.45% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
15,149
shares
|
$3.77 Million
1.25% of portfolio
|
Q2 2025
Added 17.8%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
15,141
shares
|
$3.77 Million
2.4% of portfolio
|
Q4 2024
Reduced 13.48%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
15,123
shares
|
$3.76 Million
0.37% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
15,113
shares
|
$3.76 Million
0.81% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Jul 07, 2025 Q2 2025 |
15,113
shares
|
$3.76 Million
1.7% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
15,109
shares
|
$3.76 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
May 15, 2025 Q1 2025 |
15,089
shares
|
$3.75 Million
1.91% of portfolio
|
Q1 2025
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
15,039
shares
|
$3.74 Million
0.64% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
15,010
shares
|
$3.73 Million
0.08% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
15,000
shares
|
$3.73 Million
0.11% of portfolio
|
Q3 2021
Reduced 4.91%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
14,980
shares
|
$3.73 Million
2.28% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
14,967
shares
|
$3.72 Million
0.63% of portfolio
|
Q2 2025
Reduced 37.02%
|