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 |
|---|---|---|---|---|---|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
10,909
shares
|
$2.71 Million
0.06% of portfolio
|
Q1 2025
Reduced 10.44%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
10,904
shares
|
$2.71 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
10,902
shares
|
$2.71 Million
0.07% of portfolio
|
Q1 2025
Reduced 37.09%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
10,867
shares
|
$2.7 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
10,861
shares
|
$2.7 Million
0.11% of portfolio
|
Q1 2025
Added 11.52%
|
|
|
Krs Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
10,850
shares
|
$2.7 Million
1.21% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
10,849
shares
|
$2.7 Million
0.47% of portfolio
|
Q1 2025
Added 64.18%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
10,825
shares
|
$2.69 Million
0.62% of portfolio
|
Q2 2025
Reduced 31.79%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
10,824
shares
|
$2.69 Million
0.08% of portfolio
|
Q1 2025
Reduced 93.44%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
10,818
shares
|
$2.69 Million
1.09% of portfolio
|
Q2 2025
Reduced 14.26%
|
|
|
Guerra Advisors Inc
Miami, FL |
Apr 25, 2025 Q1 2025 |
10,812
shares
|
$2.69 Million
0.85% of portfolio
|
Q1 2025
Added 26.09%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
10,806
shares
|
$2.69 Million
0.59% of portfolio
|
Q2 2025
Reduced 48.6%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
10,803
shares
|
$2.69 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
10,768
shares
|
$2.68 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
10,752
shares
|
$2.67 Million
0.06% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
10,751
shares
|
$2.67 Million
0.62% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
10,750
shares
|
$2.67 Million
0.6% of portfolio
|
Q4 2024
Reduced 13.65%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
10,747
shares
|
$2.67 Million
0.03% of portfolio
|
Q1 2024
Reduced 18.8%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
10,706
shares
|
$2.66 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
10,706
shares
|
$2.66 Million
0.16% of portfolio
|
Q1 2025
Added 71.52%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
10,699
shares
|
$2.66 Million
0.75% of portfolio
|
Q3 2022
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
10,676
shares
|
$2.66 Million
0.06% of portfolio
|
Q1 2025
Reduced 35.96%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
10,676
shares
|
$2.66 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
10,663
shares
|
$2.65 Million
1.5% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
10,657
shares
|
$2.65 Million
0.1% of portfolio
|
Q1 2025
Added 8.47%
|