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 |
|---|---|---|---|---|---|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
4,234
shares
|
$1.05 Million
0.13% of portfolio
|
Q2 2025
Added 22.62%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,225
shares
|
$1.05 Million
0.18% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
4,223
shares
|
$1.05 Million
1.16% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Versor Investments LP
|
May 13, 2025 Q1 2025 |
4,220
shares
|
$1.05 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
4,212
shares
|
$1.05 Million
0.22% of portfolio
|
Q4 2022
Added 0.43%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
4,209
shares
|
$1.05 Million
0.23% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
4,208
shares
|
$1.05 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
4,206
shares
|
$1.05 Million
0.49% of portfolio
|
Q2 2025
Reduced 39.79%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
4,196
shares
|
$1.04 Million
0.13% of portfolio
|
Q3 2023
Reduced 1.2%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
4,187
shares
|
$1.04 Million
0.07% of portfolio
|
Q2 2025
Added 18.95%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
4,179
shares
|
$1.04 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
May 12, 2025 Q1 2025 |
4,177
shares
|
$1.04 Million
0.13% of portfolio
|
Q1 2025
Reduced 33.19%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
4,175
shares
|
$1.04 Million
0.21% of portfolio
|
Q1 2025
Reduced 10.9%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
4,164
shares
|
$1.04 Million
0.15% of portfolio
|
Q2 2025
Reduced 16.94%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
4,159
shares
|
$1.03 Million
0.37% of portfolio
|
Q4 2020
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
4,158
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2023
Added 21.22%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
4,158
shares
|
$1.03 Million
0.13% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
4,152
shares
|
$1.03 Million
0.3% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
4,150
shares
|
$1.03 Million
0.26% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
4,146
shares
|
$1.03 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
4,135
shares
|
$1.03 Million
0.68% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Apr 23, 2025 Q1 2025 |
4,134
shares
|
$1.03 Million
0.31% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
4,132
shares
|
$1.03 Million
0.23% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Exane Asset Management
|
Jul 17, 2025 Q2 2025 |
4,130
shares
|
$1.03 Million
0.5% of portfolio
|
Q2 2025
Reduced 74.85%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
4,127
shares
|
$1.03 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.52%
|