Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,642 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 $186 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
4,463
shares
|
$692,479
0.14% of portfolio
|
Q4 2024
Added 49.16%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
4,445
shares
|
$689,686
0.1% of portfolio
|
Q4 2022
Added 0.7%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
4,444
shares
|
$689,531
0.04% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
4,430
shares
|
$687,358
0.2% of portfolio
|
Q4 2024
Reduced 7.19%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
4,430
shares
|
$687,358
0.09% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
4,425
shares
|
$686,583
0.48% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
4,422
shares
|
$686,117
0.21% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Wendell David Associates Inc
|
Jan 17, 2025 Q4 2024 |
4,411
shares
|
$684,410
0.07% of portfolio
|
Q1 2024
Reduced 6.21%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
4,411
shares
|
$684,410
0.46% of portfolio
|
Q1 2024
Added 2.46%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
4,393
shares
|
$681,617
0.08% of portfolio
|
Q4 2022
Reduced 1.74%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
4,388
shares
|
$680,842
0.26% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
4,386
shares
|
$680,531
0.15% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
4,378
shares
|
$679,290
0.29% of portfolio
|
Q4 2024
Added 24.87%
|
|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
4,367
shares
|
$677,583
0.19% of portfolio
|
Q2 2024
Reduced 6.43%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
4,364
shares
|
$677,118
0.11% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Feb 14, 2025 Q4 2024 |
4,364
shares
|
$677,118
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Campion Asset Management
|
Feb 13, 2025 Q4 2024 |
4,360
shares
|
$676,497
0.55% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,360
shares
|
$676,497
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
4,358
shares
|
$676,187
0.03% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Feb 11, 2025 Q4 2024 |
4,355
shares
|
$675,721
0.37% of portfolio
|
Q4 2024
Added 23.65%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Feb 05, 2025 Q4 2024 |
4,329
shares
|
$671,687
0.69% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
4,317
shares
|
$669,825
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
4,309
shares
|
$668,584
0.24% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
4,309
shares
|
$668,584
0.37% of portfolio
|
Q1 2024
Added 3.76%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
4,290
shares
|
$665,636
0.27% of portfolio
|
Q2 2023
Reduced 3.6%
|