Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,368 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 $214 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
246
shares
|
$44,990
0.01% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
235
shares
|
$42,979
0.01% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
235
shares
|
$42,979
0.02% of portfolio
|
Q1 2024
Added 3.52%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
233
shares
|
$42,613
0.0% of portfolio
|
Q2 2021
Added 30.18%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
232
shares
|
$42,430
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
228
shares
|
$41,698
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
225
shares
|
$41,150
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
217
shares
|
$39,687
0.02% of portfolio
|
Q3 2024
Added 13.02%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
215
shares
|
$39,321
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
213
shares
|
$38,955
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
202
shares
|
$36,943
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
200
shares
|
$36,578
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
200
shares
|
$36,578
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
191
shares
|
$34,931
0.01% of portfolio
|
Q1 2022
Reduced 46.94%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
190
shares
|
$34,749
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
179
shares
|
$32,737
0.0% of portfolio
|
Q1 2024
Reduced 7.25%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
176
shares
|
$32,188
0.02% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
174
shares
|
$31,822
0.02% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
170
shares
|
$31,091
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
169
shares
|
$30,908
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
167
shares
|
$30,542
0.02% of portfolio
|
Q3 2024
Reduced 16.5%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
157
shares
|
$28,713
0.02% of portfolio
|
Q2 2024
Reduced 16.93%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
152
shares
|
$27,799
0.01% of portfolio
|
Q3 2024
Added 20.63%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
145
shares
|
$26,519
0.01% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
140
shares
|
$25,604
0.01% of portfolio
|
Q2 2024
New holding
|