Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 4,042 institutions that hold shares in the stock, with a total of 1.23 Billion shares, which have been reported (via 13F filing form) to have a value of $313 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
562
shares
|
$142,669
0.04% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
526
shares
|
$133,530
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
525
shares
|
$133,276
0.01% of portfolio
|
Q2 2025
Added 14.88%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
523
shares
|
$132,768
0.06% of portfolio
|
Q3 2024
Added 21.63%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
518
shares
|
$131,499
0.02% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
514
shares
|
$130,484
0.02% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
506
shares
|
$128,453
0.08% of portfolio
|
Q2 2025
Reduced 99.34%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
499
shares
|
$126,676
0.07% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
494
shares
|
$125,406
0.03% of portfolio
|
Q4 2024
Added 144.55%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
493
shares
|
$125,152
0.09% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
493
shares
|
$125,152
0.09% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
480
shares
|
$121,852
0.07% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Fsc Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
477
shares
|
$121,091
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
476
shares
|
$120,837
0.06% of portfolio
|
Q2 2024
Reduced 85.01%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Aug 13, 2025 Q2 2025 |
476
shares
|
$120,837
0.12% of portfolio
|
Q1 2025
Reduced 42.86%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
441
shares
|
$111,952
0.03% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Aug 14, 2025 Q2 2025 |
436
shares
|
$110,682
0.01% of portfolio
|
Q1 2025
Added 129.47%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
433
shares
|
$109,921
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
425
shares
|
$107,890
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
424
shares
|
$107,636
0.1% of portfolio
|
Q3 2023
Added 0.24%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
413
shares
|
$104,844
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
413
shares
|
$104,844
0.02% of portfolio
|
Q2 2025
Reduced 17.07%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
410
shares
|
$104,082
0.01% of portfolio
|
Q4 2024
Added 99.03%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
406
shares
|
$103,067
0.01% of portfolio
|
Q3 2023
Added 5.45%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
403
shares
|
$102,305
0.03% of portfolio
|
Q2 2025
Added 7.47%
|