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 |
|---|---|---|---|---|---|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
3,000
shares
|
$746,250
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Wedgewood Investors Inc
|
Apr 29, 2025 Q1 2025 |
2,997
shares
|
$745,503
0.5% of portfolio
|
Q4 2024
Reduced 25.8%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
2,989
shares
|
$743,513
0.19% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
2,987
shares
|
$743,016
0.02% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Yarbrough Capital, LLC
|
Jul 15, 2025 Q2 2025 |
2,982
shares
|
$741,772
0.02% of portfolio
|
Q1 2025
Reduced 42.09%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,975
shares
|
$740,031
0.04% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
2,975
shares
|
$740,031
0.08% of portfolio
|
Q2 2025
Added 22.03%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
2,971
shares
|
$739,036
0.06% of portfolio
|
Q1 2025
Added 13.18%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
2,969
shares
|
$738,538
0.06% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
2,957
shares
|
$735,553
0.09% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
2,955
shares
|
$735,056
0.11% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
2,947
shares
|
$733,066
0.09% of portfolio
|
Q1 2025
Added 60.6%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
2,944
shares
|
$732,320
0.08% of portfolio
|
Q1 2025
Added 9.24%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,941
shares
|
$731,573
0.1% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
2,941
shares
|
$731,573
0.05% of portfolio
|
Q1 2025
Added 96.07%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
2,940
shares
|
$731,325
0.07% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
2,940
shares
|
$731,325
0.04% of portfolio
|
Q1 2025
Reduced 14.66%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
2,936
shares
|
$730,330
0.1% of portfolio
|
Q1 2025
Added 54.93%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
2,932
shares
|
$729,335
0.16% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
2,929
shares
|
$728,588
0.07% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
2,926
shares
|
$727,842
0.36% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
2,907
shares
|
$723,116
0.09% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Apr 22, 2025 Q1 2025 |
2,902
shares
|
$721,872
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
2,900
shares
|
$721,375
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
2,898
shares
|
$720,877
0.3% of portfolio
|
Q4 2024
Added 3.76%
|