Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,640 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 $193 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vci Wealth Management LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
9,049
shares
|
$1.45 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
9,048
shares
|
$1.45 Million
0.2% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
9,029
shares
|
$1.45 Million
0.23% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
9,016
shares
|
$1.45 Million
0.04% of portfolio
|
Q1 2025
Added 40.52%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
9,003
shares
|
$1.44 Million
0.11% of portfolio
|
Q1 2025
Reduced 11.3%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Apr 28, 2025 Q1 2025 |
8,947
shares
|
$1.44 Million
1.25% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Founders Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
8,934
shares
|
$1.43 Million
0.23% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
8,931
shares
|
$1.43 Million
0.12% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
8,906
shares
|
$1.43 Million
0.22% of portfolio
|
Q1 2025
Added 654.11%
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
8,905
shares
|
$1.43 Million
0.47% of portfolio
|
Q1 2025
Added 145.32%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
8,879
shares
|
$1.42 Million
0.65% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
8,847
shares
|
$1.42 Million
0.24% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
8,814
shares
|
$1.41 Million
0.12% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Lcm Capital Management Inc
|
May 09, 2025 Q1 2025 |
8,812
shares
|
$1.41 Million
0.71% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
8,803
shares
|
$1.41 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
8,793
shares
|
$1.41 Million
0.11% of portfolio
|
Q1 2025
Reduced 11.32%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
8,787
shares
|
$1.41 Million
0.02% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
8,772
shares
|
$1.41 Million
0.18% of portfolio
|
Q1 2025
Reduced 26.62%
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
8,771
shares
|
$1.41 Million
0.38% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
8,758
shares
|
$1.41 Million
0.75% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Beacon Investment Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
8,755
shares
|
$1.41 Million
0.06% of portfolio
|
Q1 2025
Added 9.34%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
8,748
shares
|
$1.4 Million
0.17% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
8,718
shares
|
$1.4 Million
0.11% of portfolio
|
Q1 2025
Reduced 37.11%
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
8,715
shares
|
$1.4 Million
0.24% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
8,710
shares
|
$1.4 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.68%
|