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 |
|---|---|---|---|---|---|
|
Corda Investment Management, Llc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
8,231
shares
|
$2 Million
0.09% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
8,230
shares
|
$2 Million
0.2% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
May 14, 2025 Q1 2025 |
8,228
shares
|
$2 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
8,225
shares
|
$2 Million
0.29% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
8,213
shares
|
$2 Million
0.26% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
8,179
shares
|
$1.99 Million
0.66% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
8,179
shares
|
$1.99 Million
0.19% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
8,164
shares
|
$1.99 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
8,157
shares
|
$1.99 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
8,126
shares
|
$1.98 Million
0.44% of portfolio
|
Q1 2025
Reduced 7.95%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Jun 02, 2025 Q1 2025 |
8,116
shares
|
$1.98 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
8,113
shares
|
$1.98 Million
0.17% of portfolio
|
Q2 2025
Added 12.85%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
8,112
shares
|
$1.98 Million
0.03% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
8,103
shares
|
$1.97 Million
0.18% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Advisory Research Inc
Chicago, IL |
May 14, 2025 Q1 2025 |
8,077
shares
|
$1.97 Million
0.21% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Rw Investment Management LLC
Eagle, ID |
May 13, 2025 Q1 2025 |
8,075
shares
|
$1.97 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
8,059
shares
|
$1.96 Million
0.67% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
8,043
shares
|
$1.96 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
8,035
shares
|
$1.96 Million
0.06% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
8,034
shares
|
$1.96 Million
0.34% of portfolio
|
Q2 2025
Added 35.23%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
8,034
shares
|
$1.96 Million
0.15% of portfolio
|
Q1 2025
Added 11.79%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
8,028
shares
|
$1.96 Million
0.28% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
8,011
shares
|
$1.95 Million
0.14% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
8,003
shares
|
$1.95 Million
0.38% of portfolio
|
Q2 2025
Reduced 38.06%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
May 15, 2025 Q1 2025 |
7,980
shares
|
$1.94 Million
0.09% of portfolio
|
Q1 2025
Reduced 85.28%
|