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 |
|---|---|---|---|---|---|
|
Arista Wealth Management, LLC
Las Vegas, NV |
May 14, 2025 Q1 2025 |
4,275
shares
|
$672,115
0.14% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
X Square Capital, LLC
|
May 09, 2025 Q1 2025 |
4,274
shares
|
$671,958
0.26% of portfolio
|
Q1 2025
Added 15.89%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
4,271
shares
|
$671,486
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
4,271
shares
|
$671,486
0.16% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
4,270
shares
|
$671,329
0.13% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
4,254
shares
|
$668,813
0.51% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
May 12, 2025 Q1 2025 |
4,249
shares
|
$668,027
0.45% of portfolio
|
Q3 2024
Reduced 25.72%
|
|
|
Stonehearth Capital Management, LLC
|
Apr 01, 2025 Q1 2025 |
4,238
shares
|
$666,298
0.25% of portfolio
|
Q1 2025
Added 65.35%
|
|
|
Broyhill Asset Management
Charlotte, NC |
May 14, 2025 Q1 2025 |
4,238
shares
|
$666,298
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
B&L Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
4,235
shares
|
$665,826
0.39% of portfolio
|
Q1 2025
Added 15.71%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,225
shares
|
$664,254
0.18% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
4,223
shares
|
$663,940
1.16% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Versor Investments LP
|
May 13, 2025 Q1 2025 |
4,220
shares
|
$663,468
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
4,212
shares
|
$662,210
0.22% of portfolio
|
Q4 2022
Added 0.43%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
4,208
shares
|
$661,581
0.14% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
4,196
shares
|
$659,695
0.13% of portfolio
|
Q3 2023
Reduced 1.2%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
4,179
shares
|
$657,022
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
May 12, 2025 Q1 2025 |
4,177
shares
|
$656,707
0.13% of portfolio
|
Q1 2025
Reduced 33.19%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
4,175
shares
|
$656,393
0.21% of portfolio
|
Q1 2025
Reduced 10.9%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
4,174
shares
|
$656,236
0.26% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
4,159
shares
|
$653,877
0.37% of portfolio
|
Q4 2020
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
4,158
shares
|
$653,720
0.04% of portfolio
|
Q3 2023
Added 21.22%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
4,158
shares
|
$653,720
0.13% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
4,152
shares
|
$652,777
0.3% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
4,150
shares
|
$652,463
0.26% of portfolio
|
Q1 2025
Added 0.75%
|