Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,640 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 $193 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
14,645
shares
|
$2.35 Million
0.59% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Carmel Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
14,627
shares
|
$2.35 Million
0.87% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
14,566
shares
|
$2.34 Million
0.98% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Aimz Investment Advisors, LLC
|
May 14, 2025 Q1 2025 |
14,553
shares
|
$2.34 Million
0.72% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
14,461
shares
|
$2.32 Million
0.32% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
14,459
shares
|
$2.32 Million
0.35% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
14,417
shares
|
$2.31 Million
0.14% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
14,390
shares
|
$2.31 Million
0.35% of portfolio
|
Q3 2023
Added 37.94%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
14,367
shares
|
$2.31 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
14,265
shares
|
$2.29 Million
0.75% of portfolio
|
Q1 2025
Added 21.61%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
14,241
shares
|
$2.29 Million
0.17% of portfolio
|
Q1 2025
Added 9.38%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
14,171
shares
|
$2.27 Million
1.93% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
14,112
shares
|
$2.26 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
14,075
shares
|
$2.26 Million
0.82% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
14,057
shares
|
$2.26 Million
0.12% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
14,053
shares
|
$2.26 Million
0.43% of portfolio
|
Q1 2025
Added 12.51%
|
|
|
Jag Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
14,043
shares
|
$2.25 Million
0.27% of portfolio
|
Q1 2025
Reduced 67.48%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
14,004
shares
|
$2.25 Million
0.22% of portfolio
|
Q1 2025
Reduced 16.98%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
13,953
shares
|
$2.24 Million
0.06% of portfolio
|
Q1 2025
Reduced 91.12%
|
|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
13,912
shares
|
$2.23 Million
2.92% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
13,912
shares
|
$2.23 Million
0.01% of portfolio
|
Q2 2022
Reduced 4.58%
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
13,908
shares
|
$2.23 Million
1.1% of portfolio
|
Q1 2025
Reduced 46.59%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
13,809
shares
|
$2.22 Million
0.38% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Apr 10, 2025 Q1 2025 |
13,790
shares
|
$2.21 Million
0.51% of portfolio
|
Q1 2025
Added 39.79%
|
|
|
Mairs & Power Inc
St Paul, MN |
May 15, 2025 Q1 2025 |
13,785
shares
|
$2.21 Million
0.02% of portfolio
|
Q1 2025
Added 1.88%
|