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 |
|---|---|---|---|---|---|
|
Lgt Fund Management CO Ltd.
|
May 13, 2025 Q1 2025 |
4,474
shares
|
$1.11 Million
0.06% of portfolio
|
Q1 2025
Added 236.14%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
4,472
shares
|
$1.11 Million
0.4% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
4,471
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2023
Added 0.04%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
4,469
shares
|
$1.11 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
4,448
shares
|
$1.11 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
4,448
shares
|
$1.11 Million
0.35% of portfolio
|
Q1 2025
Added 12.66%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
4,445
shares
|
$1.11 Million
0.1% of portfolio
|
Q4 2022
Added 0.7%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
4,438
shares
|
$1.1 Million
0.25% of portfolio
|
Q2 2025
Added 17.59%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
4,427
shares
|
$1.1 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
4,426
shares
|
$1.1 Million
0.06% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
4,422
shares
|
$1.1 Million
0.17% of portfolio
|
Q1 2025
Added 12.03%
|
|
|
Aviso Wealth Management
Bellevue, WA |
May 08, 2025 Q1 2025 |
4,419
shares
|
$1.1 Million
0.33% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Wendell David Associates Inc
|
Apr 18, 2025 Q1 2025 |
4,411
shares
|
$1.1 Million
0.06% of portfolio
|
Q1 2024
Reduced 6.21%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
4,406
shares
|
$1.1 Million
0.21% of portfolio
|
Q1 2025
Added 17.21%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
4,399
shares
|
$1.09 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
4,391
shares
|
$1.09 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
4,388
shares
|
$1.09 Million
0.24% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
4,386
shares
|
$1.09 Million
0.18% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
4,385
shares
|
$1.09 Million
0.13% of portfolio
|
Q2 2025
Added 17.65%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
4,383
shares
|
$1.09 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
4,379
shares
|
$1.09 Million
0.09% of portfolio
|
Q1 2025
Added 88.18%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,374
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2025
Added 8.89%
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
4,367
shares
|
$1.09 Million
0.16% of portfolio
|
Q2 2024
Reduced 6.43%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
4,363
shares
|
$1.09 Million
0.58% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
4,348
shares
|
$1.08 Million
0.28% of portfolio
|
Q2 2025
Added 21.45%
|