Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,369 institutions that hold shares in the stock, with a total of 1.17 Billion shares, which have been reported (via 13F filing form) to have a value of $208 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
1,895
shares
|
$338,409
0.08% of portfolio
|
Q3 2024
Reduced 16.48%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
1,895
shares
|
$338,409
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
1,893
shares
|
$338,051
0.23% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
1,887
shares
|
$336,980
0.06% of portfolio
|
Q3 2024
Added 9.9%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
1,886
shares
|
$336,801
0.09% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
1,884
shares
|
$336,444
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 10, 2024 Q2 2024 |
1,870
shares
|
$333,944
0.08% of portfolio
|
Q3 2019
Added 0.37%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
1,865
shares
|
$333,051
0.1% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
1,861
shares
|
$332,337
0.17% of portfolio
|
Q2 2024
Reduced 27.19%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
1,856
shares
|
$331,444
0.1% of portfolio
|
Q2 2024
Reduced 8.21%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
1,853
shares
|
$330,908
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
1,852
shares
|
$330,730
0.15% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Community Trust & Investment CO
|
Oct 22, 2024 Q3 2024 |
1,851
shares
|
$330,551
0.02% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
1,851
shares
|
$330,551
0.12% of portfolio
|
Q1 2023
Added 2.89%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
1,849
shares
|
$330,194
0.14% of portfolio
|
Q2 2024
Added 10.32%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
1,848
shares
|
$330,015
0.06% of portfolio
|
Q3 2024
Added 29.68%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,845
shares
|
$329,480
0.02% of portfolio
|
Q2 2023
Reduced 99.26%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
1,841
shares
|
$328,765
0.81% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,836
shares
|
$327,872
0.06% of portfolio
|
Q3 2024
Added 12.92%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
1,836
shares
|
$327,872
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
1,836
shares
|
$327,872
0.04% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Oct 28, 2024 Q3 2024 |
1,833
shares
|
$327,337
0.24% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
1,830
shares
|
$326,801
0.03% of portfolio
|
Q3 2024
Added 8.35%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
1,823
shares
|
$325,551
0.06% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
1,819
shares
|
$324,837
0.05% of portfolio
|
Q3 2024
Reduced 9.91%
|