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 |
|---|---|---|---|---|---|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
9,470
shares
|
$1.37 Million
0.7% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
9,468
shares
|
$1.37 Million
0.19% of portfolio
|
Q4 2024
Added 28.87%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
9,435
shares
|
$1.36 Million
0.84% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
9,434
shares
|
$1.36 Million
0.35% of portfolio
|
Q4 2024
Reduced 56.4%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
9,428
shares
|
$1.36 Million
1.35% of portfolio
|
Q1 2024
Reduced 6.72%
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
9,423
shares
|
$1.36 Million
0.26% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
9,422
shares
|
$1.36 Million
0.06% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
9,410
shares
|
$1.36 Million
0.15% of portfolio
|
Q4 2024
Added 10.8%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
9,372
shares
|
$1.35 Million
0.29% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
9,371
shares
|
$1.35 Million
0.15% of portfolio
|
Q4 2024
Added 76.81%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
9,366
shares
|
$1.35 Million
1.18% of portfolio
|
Q4 2022
Added 14.4%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
9,342
shares
|
$1.35 Million
0.17% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Feb 04, 2025 Q4 2024 |
9,337
shares
|
$1.35 Million
1.38% of portfolio
|
Q4 2024
Added 40.68%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
9,311
shares
|
$1.34 Million
0.07% of portfolio
|
Q4 2024
Added 25.37%
|
|
|
Founders Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
9,308
shares
|
$1.34 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
9,304
shares
|
$1.34 Million
0.29% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
9,274
shares
|
$1.34 Million
0.08% of portfolio
|
Q4 2024
Reduced 17.56%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
9,274
shares
|
$1.34 Million
0.25% of portfolio
|
Q4 2024
Reduced 20.63%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Feb 18, 2025 Q4 2024 |
9,273
shares
|
$1.34 Million
1.41% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
9,182
shares
|
$1.32 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,179
shares
|
$1.32 Million
0.1% of portfolio
|
Q4 2024
Reduced 19.97%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
9,173
shares
|
$1.32 Million
0.19% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
9,165
shares
|
$1.32 Million
0.35% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
9,161
shares
|
$1.32 Million
0.19% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Unigestion Holding Sa
|
Feb 13, 2025 Q4 2024 |
9,153
shares
|
$1.32 Million
0.09% of portfolio
|
Q4 2024
Reduced 72.4%
|