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 |
---|---|---|---|---|---|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
5,790
shares
|
$1.44 Million
0.07% of portfolio
|
Q1 2025
Added 0.64%
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
5,783
shares
|
$1.44 Million
0.02% of portfolio
|
Q1 2024
Reduced 87.19%
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,783
shares
|
$1.44 Million
0.23% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
5,765
shares
|
$1.43 Million
0.17% of portfolio
|
Q1 2025
Added 22.14%
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Apr 11, 2025 Q1 2025 |
5,765
shares
|
$1.43 Million
0.23% of portfolio
|
Q1 2025
Reduced 75.1%
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
5,763
shares
|
$1.43 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,761
shares
|
$1.43 Million
0.07% of portfolio
|
Q3 2023
Reduced 59.34%
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
5,761
shares
|
$1.43 Million
0.54% of portfolio
|
Q2 2025
Added 16.43%
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
5,750
shares
|
$1.43 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
5,727
shares
|
$1.42 Million
0.24% of portfolio
|
Q1 2025
Reduced 7.7%
|
|
De Dora Capital, Inc.
|
May 06, 2025 Q1 2025 |
5,724
shares
|
$1.42 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
Gerber, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
5,711
shares
|
$1.42 Million
0.67% of portfolio
|
Q1 2025
Reduced 21.02%
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
5,707
shares
|
$1.42 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
5,704
shares
|
$1.42 Million
0.12% of portfolio
|
Q1 2025
Added 6.8%
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
5,702
shares
|
$1.42 Million
0.17% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
5,700
shares
|
$1.42 Million
0.17% of portfolio
|
Q2 2024
Reduced 15.56%
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
5,691
shares
|
$1.42 Million
0.69% of portfolio
|
Q3 2024
New holding
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
5,679
shares
|
$1.41 Million
0.12% of portfolio
|
Q1 2025
Added 4.82%
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
5,674
shares
|
$1.41 Million
0.04% of portfolio
|
Q1 2025
Added 13.28%
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
5,662
shares
|
$1.41 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
Greatmark Investment Partners, Inc.
|
May 01, 2025 Q1 2025 |
5,655
shares
|
$1.41 Million
0.11% of portfolio
|
Q1 2025
Added 2.26%
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
5,646
shares
|
$1.4 Million
0.18% of portfolio
|
Q2 2025
Added 0.41%
|
|
Seaport Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,635
shares
|
$1.4 Million
3.11% of portfolio
|
Q2 2024
Added 26.03%
|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
5,628
shares
|
$1.4 Million
0.34% of portfolio
|
Q1 2025
Reduced 76.44%
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
5,620
shares
|
$1.4 Million
0.92% of portfolio
|
Q2 2025
Added 6.0%
|