Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,687 institutions that hold shares in the stock, with a total of 1.21 Billion shares, which have been reported (via 13F filing form) to have a value of $285 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,579
shares
|
$372,343
0.05% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
1,577
shares
|
$371,872
0.18% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
1,577
shares
|
$371,872
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
1,575
shares
|
$371,400
0.05% of portfolio
|
Q1 2025
Reduced 22.03%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
1,573
shares
|
$370,929
0.1% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
1,573
shares
|
$370,929
0.05% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
May 09, 2025 Q1 2025 |
1,573
shares
|
$370,929
0.08% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
1,570
shares
|
$370,221
0.05% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
1,569
shares
|
$369,985
0.08% of portfolio
|
Q1 2025
Reduced 92.53%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jul 09, 2025 Q2 2025 |
1,564
shares
|
$368,806
0.13% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
1,563
shares
|
$368,571
0.04% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
May 08, 2025 Q1 2025 |
1,562
shares
|
$368,335
0.01% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
1,562
shares
|
$368,335
0.03% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
May 07, 2025 Q1 2025 |
1,560
shares
|
$367,863
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
1,555
shares
|
$366,684
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Value Aligned Research Advisors, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
1,555
shares
|
$366,684
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
1,546
shares
|
$364,562
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
1,544
shares
|
$364,090
0.04% of portfolio
|
Q1 2025
Added 21.0%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,544
shares
|
$364,090
0.06% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Newton One Investments LLC
|
Apr 18, 2025 Q1 2025 |
1,541
shares
|
$363,383
0.08% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Omnia Family Wealth, LLC
|
Apr 23, 2025 Q1 2025 |
1,533
shares
|
$361,496
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Phraction Management LLC
Stamford, CT |
Apr 28, 2025 Q1 2025 |
1,533
shares
|
$361,496
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Humankind Investments LLC
|
May 14, 2025 Q1 2025 |
1,532
shares
|
$361,260
0.06% of portfolio
|
Q1 2025
Added 8.96%
|
|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
1,530
shares
|
$360,789
0.11% of portfolio
|
Q4 2024
Reduced 9.84%
|
|
|
Birinyi Associates Inc
|
May 05, 2025 Q1 2025 |
1,530
shares
|
$360,789
0.07% of portfolio
|
Q1 2025
Added 17.69%
|