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 |
|---|---|---|---|---|---|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,316
shares
|
$235,011
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
1,310
shares
|
$233,939
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Bridge Private Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
1,309
shares
|
$233,761
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,308
shares
|
$233,582
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wallington Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
1,304
shares
|
$232,868
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
1,301
shares
|
$232,332
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
1,300
shares
|
$232,154
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Birinyi Associates Inc
|
Nov 14, 2024 Q3 2024 |
1,300
shares
|
$232,154
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
1,300
shares
|
$232,154
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Oct 08, 2024 Q3 2024 |
1,300
shares
|
$232,154
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2024 Q3 2024 |
1,300
shares
|
$232,154
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
1,298
shares
|
$231,796
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
1,295
shares
|
$231,261
0.04% of portfolio
|
Q3 2024
Added 25.97%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
1,292
shares
|
$230,725
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
1,291
shares
|
$230,546
0.04% of portfolio
|
Q3 2024
Reduced 88.93%
|
|
|
Penn Davis Mcfarland Inc
|
Oct 18, 2024 Q3 2024 |
1,290
shares
|
$230,368
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
1,284
shares
|
$229,296
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 01, 2024 Q3 2024 |
1,281
shares
|
$228,760
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
1,281
shares
|
$228,760
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
1,278
shares
|
$228,225
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,276
shares
|
$227,868
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Oct 03, 2024 Q3 2024 |
1,276
shares
|
$227,868
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Oct 24, 2024 Q3 2024 |
1,275
shares
|
$227,689
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
1,272
shares
|
$227,153
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Dock Street Asset Management Inc
|
Oct 21, 2024 Q3 2024 |
1,270
shares
|
$226,796
0.03% of portfolio
|
Q3 2024
New holding
|