Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,629 institutions that hold shares in the stock, with a total of 1.18 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 |
|---|---|---|---|---|---|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
4,399
shares
|
$691,610
0.12% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
4,393
shares
|
$690,667
0.07% of portfolio
|
Q4 2022
Reduced 1.74%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
4,391
shares
|
$690,353
0.05% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
4,386
shares
|
$689,566
0.13% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
4,379
shares
|
$688,466
0.09% of portfolio
|
Q1 2025
Added 88.18%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
4,378
shares
|
$688,309
0.29% of portfolio
|
Q4 2024
Added 24.87%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
4,368
shares
|
$686,736
0.1% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
4,367
shares
|
$686,579
0.16% of portfolio
|
Q2 2024
Reduced 6.43%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Feb 14, 2025 Q4 2024 |
4,364
shares
|
$686,108
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Campion Asset Management
|
May 12, 2025 Q1 2025 |
4,360
shares
|
$685,479
0.47% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
4,360
shares
|
$685,479
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Apr 22, 2025 Q1 2025 |
4,337
shares
|
$681,863
0.62% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Northstar Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
4,333
shares
|
$681,234
0.15% of portfolio
|
Q1 2025
Reduced 23.42%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
4,333
shares
|
$681,234
0.3% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
4,323
shares
|
$679,662
0.04% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
4,310
shares
|
$677,618
0.03% of portfolio
|
Q1 2025
Added 31.97%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
4,309
shares
|
$677,460
0.21% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
4,308
shares
|
$677,303
0.03% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
4,300
shares
|
$676,046
0.25% of portfolio
|
Q1 2025
Reduced 7.53%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
4,299
shares
|
$675,888
0.18% of portfolio
|
Q1 2025
Reduced 48.23%
|
|
|
Birch Capital Management, LLC
|
Apr 16, 2025 Q1 2025 |
4,296
shares
|
$675,417
0.32% of portfolio
|
Q1 2025
Reduced 10.03%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
4,292
shares
|
$674,788
0.08% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
4,291
shares
|
$674,631
0.08% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
4,290
shares
|
$674,473
0.27% of portfolio
|
Q2 2023
Reduced 3.6%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
4,286
shares
|
$673,844
0.06% of portfolio
|
Q1 2025
Added 7.72%
|