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 |
|---|---|---|---|---|---|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
12,336
shares
|
$1.78 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
12,304
shares
|
$1.77 Million
0.64% of portfolio
|
Q3 2023
Added 0.85%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
12,235
shares
|
$1.76 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
12,204
shares
|
$1.76 Million
0.06% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,187
shares
|
$1.76 Million
0.03% of portfolio
|
Q2 2020
Reduced 13.9%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
12,181
shares
|
$1.76 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
12,178
shares
|
$1.76 Million
0.27% of portfolio
|
Q4 2024
Reduced 13.27%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
12,054
shares
|
$1.74 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
12,008
shares
|
$1.73 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
11,973
shares
|
$1.73 Million
0.12% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Donoghue Forlines LLC
|
Jan 17, 2025 Q4 2024 |
11,964
shares
|
$1.72 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
11,955
shares
|
$1.72 Million
0.32% of portfolio
|
Q4 2024
Reduced 31.34%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
11,953
shares
|
$1.72 Million
0.25% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
11,922
shares
|
$1.72 Million
0.77% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
11,885
shares
|
$1.71 Million
0.2% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Potentia Wealth
San Jose, CA |
Feb 11, 2025 Q4 2024 |
11,867
shares
|
$1.71 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
11,860
shares
|
$1.71 Million
1.65% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
11,839
shares
|
$1.71 Million
0.07% of portfolio
|
Q4 2024
Reduced 8.42%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
11,821
shares
|
$1.7 Million
0.21% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
11,816
shares
|
$1.7 Million
0.02% of portfolio
|
Q3 2022
Added 52.84%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
11,791
shares
|
$1.7 Million
0.08% of portfolio
|
Q3 2022
Added 1.79%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
11,786
shares
|
$1.7 Million
0.31% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
11,755
shares
|
$1.69 Million
0.67% of portfolio
|
Q4 2023
Added 14.53%
|
|
|
Arjuna Capital
|
Feb 07, 2025 Q4 2024 |
11,737
shares
|
$1.69 Million
0.54% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
11,730
shares
|
$1.69 Million
0.74% of portfolio
|
Q4 2024
Reduced 5.56%
|