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 |
|---|---|---|---|---|---|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
6,614
shares
|
$1.65 Million
0.77% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
6,601
shares
|
$1.64 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Rbo & CO LLC
St Helena, CA |
May 14, 2025 Q1 2025 |
6,600
shares
|
$1.64 Million
0.17% of portfolio
|
Q3 2020
New holding
|
|
|
Barton Investment Management
|
Jul 21, 2025 Q2 2025 |
6,585
shares
|
$1.64 Million
0.15% of portfolio
|
Q1 2025
Reduced 9.48%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
6,582
shares
|
$1.64 Million
1.11% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
6,581
shares
|
$1.64 Million
0.89% of portfolio
|
Q2 2025
Added 15.01%
|
|
|
Monument Capital Management
|
Apr 25, 2025 Q1 2025 |
6,579
shares
|
$1.64 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
6,572
shares
|
$1.63 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
6,570
shares
|
$1.63 Million
0.05% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
6,538
shares
|
$1.63 Million
0.17% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
6,529
shares
|
$1.62 Million
0.38% of portfolio
|
Q1 2025
Added 12.32%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
6,506
shares
|
$1.62 Million
0.3% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
6,497
shares
|
$1.62 Million
0.06% of portfolio
|
Q2 2023
Added 2.64%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
6,493
shares
|
$1.62 Million
0.1% of portfolio
|
Q1 2025
Added 16.38%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
6,484
shares
|
$1.61 Million
0.11% of portfolio
|
Q1 2025
Added 12.26%
|
|
|
Prudent Man Advisors, LLC
|
May 01, 2025 Q1 2025 |
6,451
shares
|
$1.6 Million
0.34% of portfolio
|
Q1 2025
Added 211.04%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
6,449
shares
|
$1.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
6,447
shares
|
$1.6 Million
0.3% of portfolio
|
Q2 2025
Added 9.03%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
6,431
shares
|
$1.6 Million
0.1% of portfolio
|
Q2 2025
Added 25.78%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
6,415
shares
|
$1.6 Million
0.73% of portfolio
|
Q4 2023
Reduced 20.74%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,411
shares
|
$1.59 Million
0.02% of portfolio
|
Q1 2025
Reduced 17.28%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
6,399
shares
|
$1.59 Million
0.11% of portfolio
|
Q1 2025
Reduced 37.55%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
6,397
shares
|
$1.59 Million
0.38% of portfolio
|
Q1 2025
Reduced 36.88%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
6,382
shares
|
$1.59 Million
0.33% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
6,380
shares
|
$1.59 Million
0.06% of portfolio
|
Q1 2025
Added 11.48%
|