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 |
|---|---|---|---|---|---|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
3,868
shares
|
$608,126
0.21% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Monarch Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
3,859
shares
|
$606,711
0.15% of portfolio
|
Q3 2024
Added 10.8%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
3,859
shares
|
$606,711
0.16% of portfolio
|
Q1 2025
Added 137.33%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
3,843
shares
|
$604,196
0.11% of portfolio
|
Q2 2022
Reduced 94.23%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
3,830
shares
|
$602,152
0.31% of portfolio
|
Q1 2025
Reduced 16.74%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
3,825
shares
|
$601,366
0.09% of portfolio
|
Q2 2024
Added 0.66%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
3,821
shares
|
$600,737
0.1% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Parkside Advisors LLC
|
Apr 09, 2025 Q1 2025 |
3,814
shares
|
$599,637
0.13% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
3,814
shares
|
$599,637
0.25% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
3,813
shares
|
$599,479
0.17% of portfolio
|
Q1 2024
Added 0.32%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Apr 17, 2025 Q1 2025 |
3,810
shares
|
$599,008
0.18% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
3,807
shares
|
$598,536
0.12% of portfolio
|
Q1 2025
Added 65.16%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
3,805
shares
|
$598,222
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
3,804
shares
|
$598,064
0.05% of portfolio
|
Q2 2023
Reduced 3.99%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
3,804
shares
|
$598,064
0.18% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
3,797
shares
|
$596,964
0.21% of portfolio
|
Q1 2025
Reduced 21.94%
|
|
|
Patron Partners, LLC
|
Apr 24, 2025 Q1 2025 |
3,794
shares
|
$596,492
0.3% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 28, 2025 Q1 2025 |
3,794
shares
|
$596,492
0.07% of portfolio
|
Q1 2025
Added 16.63%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
3,789
shares
|
$595,706
0.04% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Apr 17, 2025 Q1 2025 |
3,788
shares
|
$595,549
0.3% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Feb 14, 2025 Q4 2024 |
3,785
shares
|
$595,077
0.17% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Apr 30, 2025 Q1 2025 |
3,775
shares
|
$593,505
0.37% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Waypoint Wealth Partners Inc.
|
May 13, 2025 Q1 2025 |
3,774
shares
|
$593,348
0.15% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
3,766
shares
|
$592,090
0.06% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Riverwater Partners LLC
|
Apr 21, 2025 Q1 2025 |
3,764
shares
|
$591,776
0.31% of portfolio
|
Q1 2025
Added 2.17%
|