Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,993 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 $308 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
220
shares
|
$55,849
0.02% of portfolio
|
Q1 2025
Added 94.69%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
215
shares
|
$54,579
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
213
shares
|
$54,072
0.01% of portfolio
|
Q4 2024
Added 129.03%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
205
shares
|
$52,041
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
200
shares
|
$50,772
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
195
shares
|
$49,502
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
195
shares
|
$49,502
0.02% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
193
shares
|
$48,994
0.02% of portfolio
|
Q2 2025
Added 32.19%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
191
shares
|
$48,487
0.01% of portfolio
|
Q1 2022
Reduced 46.94%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
187
shares
|
$47,471
0.02% of portfolio
|
Q2 2025
Added 1770.0%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
187
shares
|
$47,471
0.03% of portfolio
|
Q2 2025
Reduced 22.73%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
185
shares
|
$46,964
0.01% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
179
shares
|
$45,440
0.0% of portfolio
|
Q1 2024
Reduced 7.25%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
179
shares
|
$45,440
0.01% of portfolio
|
Q2 2025
Reduced 12.25%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
176
shares
|
$44,679
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
176
shares
|
$44,679
0.02% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
157
shares
|
$39,856
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
151
shares
|
$38,332
0.01% of portfolio
|
Q4 2024
Added 20.8%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
149
shares
|
$37,825
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
145
shares
|
$36,809
0.01% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
141
shares
|
$35,794
0.02% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
140
shares
|
$35,540
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
138
shares
|
$35,032
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
136
shares
|
$34,524
0.02% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
135
shares
|
$34,271
0.01% of portfolio
|
Q3 2024
Reduced 30.77%
|