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 |
|---|---|---|---|---|---|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
3,959
shares
|
$614,278
0.09% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
3,953
shares
|
$613,347
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
3,947
shares
|
$612,416
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
3,946
shares
|
$612,261
0.21% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
3,934
shares
|
$610,399
0.11% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
3,931
shares
|
$609,933
0.07% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Feb 03, 2025 Q4 2024 |
3,929
shares
|
$609,623
0.49% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
3,927
shares
|
$609,313
0.06% of portfolio
|
Q1 2024
Reduced 10.69%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Feb 10, 2025 Q4 2024 |
3,901
shares
|
$605,279
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
3,893
shares
|
$604,037
0.12% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
3,877
shares
|
$601,555
0.23% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
3,865
shares
|
$599,693
0.15% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
3,859
shares
|
$598,762
0.18% of portfolio
|
Q3 2024
Added 10.8%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
3,844
shares
|
$596,435
0.04% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
3,843
shares
|
$596,279
0.11% of portfolio
|
Q2 2022
Reduced 94.23%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
3,843
shares
|
$596,279
0.09% of portfolio
|
Q4 2024
Added 22.0%
|
|
|
Stokes Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,835
shares
|
$595,038
0.17% of portfolio
|
Q4 2024
Added 40.58%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
3,825
shares
|
$593,487
0.1% of portfolio
|
Q2 2024
Added 0.66%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
3,821
shares
|
$592,866
0.1% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
3,813
shares
|
$591,625
0.17% of portfolio
|
Q1 2024
Added 0.32%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
3,805
shares
|
$590,383
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
3,804
shares
|
$590,228
0.05% of portfolio
|
Q2 2023
Reduced 3.99%
|
|
|
Klcm Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
3,803
shares
|
$590,073
0.08% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Viawealth, LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
3,796
shares
|
$588,987
0.38% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
3,795
shares
|
$588,832
0.28% of portfolio
|
Q4 2024
Added 0.29%
|