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 |
|---|---|---|---|---|---|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
8,774
shares
|
$1.27 Million
0.52% of portfolio
|
Q4 2024
Added 90.28%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
8,771
shares
|
$1.26 Million
0.5% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
8,748
shares
|
$1.26 Million
0.17% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,741
shares
|
$1.26 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
8,732
shares
|
$1.26 Million
0.02% of portfolio
|
Q4 2024
Added 54.03%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
8,725
shares
|
$1.26 Million
0.28% of portfolio
|
Q4 2024
Added 167.31%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Feb 07, 2025 Q4 2024 |
8,705
shares
|
$1.26 Million
1.68% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Copperwynd Financial, LLC
|
Feb 10, 2025 Q4 2024 |
8,701
shares
|
$1.25 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
8,698
shares
|
$1.25 Million
1.14% of portfolio
|
Q4 2024
Added 15.13%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
8,678
shares
|
$1.25 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jan 30, 2025 Q4 2024 |
8,665
shares
|
$1.25 Million
1.48% of portfolio
|
Q4 2024
New holding
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
8,662
shares
|
$1.25 Million
0.56% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
8,661
shares
|
$1.25 Million
0.27% of portfolio
|
Q3 2023
Reduced 1.38%
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
8,635
shares
|
$1.24 Million
0.25% of portfolio
|
Q4 2024
Reduced 32.72%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Mar 05, 2025 Q4 2024 |
8,635
shares
|
$1.24 Million
0.85% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
8,618
shares
|
$1.24 Million
0.22% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Guild Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
8,606
shares
|
$1.24 Million
1.71% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Guerra Advisors Inc
Miami, FL |
Feb 14, 2025 Q4 2024 |
8,575
shares
|
$1.24 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
8,551
shares
|
$1.23 Million
0.78% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
8,512
shares
|
$1.23 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Sender CO & Partners, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
8,501
shares
|
$1.23 Million
1.88% of portfolio
|
Q4 2024
New holding
|
|
|
Notis Mc Conarty Edward
|
Feb 12, 2025 Q4 2024 |
8,500
shares
|
$1.23 Million
0.7% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
8,487
shares
|
$1.22 Million
0.57% of portfolio
|
Q3 2024
Added 115.68%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
8,485
shares
|
$1.22 Million
0.1% of portfolio
|
Q4 2024
Added 13.33%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Feb 14, 2025 Q4 2024 |
8,483
shares
|
$1.22 Million
0.23% of portfolio
|
Q4 2024
Added 1.39%
|