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 |
|---|---|---|---|---|---|
|
Tevis Investment Management
|
Apr 25, 2025 Q1 2025 |
9,933
shares
|
$2.47 Million
1.02% of portfolio
|
Q4 2024
Reduced 11.2%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
9,928
shares
|
$2.47 Million
0.05% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
9,878
shares
|
$2.46 Million
1.04% of portfolio
|
Q4 2024
Added 8.49%
|
|
|
Portolan Capital Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
9,844
shares
|
$2.45 Million
0.11% of portfolio
|
Q1 2025
Reduced 87.25%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
9,841
shares
|
$2.45 Million
1.35% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
May 07, 2025 Q1 2025 |
9,823
shares
|
$2.44 Million
0.15% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
9,803
shares
|
$2.44 Million
0.77% of portfolio
|
Q1 2025
Added 14.64%
|
|
|
Boit C F David
Boston, MA |
Apr 08, 2025 Q1 2025 |
9,800
shares
|
$2.44 Million
0.7% of portfolio
|
Q2 2021
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
9,796
shares
|
$2.44 Million
0.18% of portfolio
|
Q2 2023
Reduced 0.25%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
9,780
shares
|
$2.43 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
9,765
shares
|
$2.43 Million
0.79% of portfolio
|
Q1 2025
New holding
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
9,762
shares
|
$2.43 Million
0.06% of portfolio
|
Q2 2025
Added 8.27%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
9,719
shares
|
$2.42 Million
0.2% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
9,710
shares
|
$2.42 Million
0.24% of portfolio
|
Q1 2025
Added 18.49%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
9,688
shares
|
$2.41 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Bonness Enterprises Inc
|
Jul 16, 2025 Q2 2025 |
9,660
shares
|
$2.4 Million
0.7% of portfolio
|
Q2 2023
Reduced 62.41%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
9,644
shares
|
$2.4 Million
0.93% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
9,591
shares
|
$2.39 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
9,587
shares
|
$2.38 Million
1.13% of portfolio
|
Q2 2025
Added 89.02%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
9,585
shares
|
$2.38 Million
1.41% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
9,565
shares
|
$2.38 Million
0.21% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
9,561
shares
|
$2.38 Million
0.48% of portfolio
|
Q4 2023
Reduced 9.47%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
9,540
shares
|
$2.37 Million
0.4% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
9,530
shares
|
$2.37 Million
0.12% of portfolio
|
Q2 2025
Added 20.39%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
9,509
shares
|
$2.37 Million
0.48% of portfolio
|
Q1 2025
Reduced 4.12%
|