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 |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,480
shares
|
$2.86 Million
0.07% of portfolio
|
Q1 2025
Reduced 17.61%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
11,434
shares
|
$2.84 Million
0.07% of portfolio
|
Q3 2022
Added 1.96%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
11,424
shares
|
$2.84 Million
0.23% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
11,422
shares
|
$2.84 Million
0.08% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
11,406
shares
|
$2.84 Million
0.22% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
11,404
shares
|
$2.84 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
11,389
shares
|
$2.83 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
11,373
shares
|
$2.83 Million
0.81% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
11,360
shares
|
$2.83 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.6%
|
|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
May 06, 2025 Q1 2025 |
11,356
shares
|
$2.82 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
11,347
shares
|
$2.82 Million
0.7% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
11,335
shares
|
$2.82 Million
0.74% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
11,333
shares
|
$2.82 Million
0.2% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
11,324
shares
|
$2.82 Million
0.35% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jul 18, 2025 Q2 2025 |
11,301
shares
|
$2.81 Million
0.49% of portfolio
|
Q2 2025
Added 379.67%
|
|
|
Ervin Investment Management, LLC
|
Apr 09, 2025 Q1 2025 |
11,295
shares
|
$2.81 Million
1.13% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
11,294
shares
|
$2.81 Million
0.17% of portfolio
|
Q1 2025
Reduced 20.01%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
11,284
shares
|
$2.81 Million
0.15% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
11,275
shares
|
$2.8 Million
0.78% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
11,237
shares
|
$2.8 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
11,224
shares
|
$2.79 Million
0.1% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Enhancing Capital LLC
|
Jul 11, 2025 Q2 2025 |
11,200
shares
|
$2.79 Million
1.87% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
11,189
shares
|
$2.78 Million
0.11% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
11,184
shares
|
$2.78 Million
0.56% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
11,178
shares
|
$2.78 Million
0.34% of portfolio
|
Q1 2025
Added 70.47%
|