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 |
|---|---|---|---|---|---|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
13,767
shares
|
$2.21 Million
0.81% of portfolio
|
Q1 2024
Added 26.04%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
13,749
shares
|
$2.21 Million
0.55% of portfolio
|
Q1 2025
Reduced 19.31%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
May 01, 2025 Q1 2025 |
13,736
shares
|
$2.2 Million
1.16% of portfolio
|
Q1 2025
Added 50.33%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
13,730
shares
|
$2.2 Million
2.31% of portfolio
|
Q4 2023
Reduced 7.13%
|
|
|
Congress Park Capital LLC
|
Apr 21, 2025 Q1 2025 |
13,706
shares
|
$2.2 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
13,694
shares
|
$2.2 Million
0.21% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
13,680
shares
|
$2.2 Million
0.28% of portfolio
|
Q4 2022
Reduced 0.94%
|
|
|
Guild Investment Management, Inc.
|
May 06, 2025 Q1 2025 |
13,676
shares
|
$2.19 Million
2.22% of portfolio
|
Q1 2025
Added 58.91%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
13,675
shares
|
$2.19 Million
0.51% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
13,649
shares
|
$2.19 Million
0.89% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
13,646
shares
|
$2.19 Million
0.97% of portfolio
|
Q2 2023
Reduced 1.54%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
13,621
shares
|
$2.19 Million
0.48% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
13,617
shares
|
$2.19 Million
0.78% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Gladius Capital Management LP
Chicago, IL |
May 08, 2025 Q1 2025 |
13,574
shares
|
$2.18 Million
1.87% of portfolio
|
Q1 2025
Added 24.21%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
13,561
shares
|
$2.18 Million
1.64% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Hixon Zuercher, LLC
|
Apr 25, 2025 Q1 2025 |
13,549
shares
|
$2.17 Million
0.67% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
13,528
shares
|
$2.17 Million
1.32% of portfolio
|
Q2 2023
Reduced 19.85%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
13,509
shares
|
$2.17 Million
0.62% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Peoples Financial Services Corp.
|
Apr 30, 2025 Q1 2025 |
13,495
shares
|
$2.17 Million
0.91% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Banque Pictet & Cie Sa
|
Apr 30, 2025 Q1 2025 |
13,460
shares
|
$2.16 Million
0.02% of portfolio
|
Q1 2025
Added 66.13%
|
|
|
Covenant Asset Management, LLC
|
May 05, 2025 Q1 2025 |
13,454
shares
|
$2.16 Million
0.43% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
13,400
shares
|
$2.15 Million
1.03% of portfolio
|
Q1 2025
Added 471.67%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
13,370
shares
|
$2.15 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
13,364
shares
|
$2.14 Million
0.94% of portfolio
|
Q1 2025
Reduced 14.8%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
13,257
shares
|
$2.13 Million
0.1% of portfolio
|
Q4 2024
Reduced 6.85%
|