Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 4,083 institutions that hold shares in the stock, with a total of 1.24 Billion shares, which have been reported (via 13F filing form) to have a value of $357 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
285
shares
|
$82,302
0.0% of portfolio
|
Q4 2024
Reduced 7.77%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
280
shares
|
$80,858
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
276
shares
|
$79,703
0.03% of portfolio
|
Q4 2024
Reduced 9.21%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
276
shares
|
$79,703
0.03% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
275
shares
|
$79,414
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
266
shares
|
$76,815
0.02% of portfolio
|
Q2 2025
Added 303.03%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
262
shares
|
$75,660
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
252
shares
|
$72,772
0.05% of portfolio
|
Q2 2017
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
250
shares
|
$72,195
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
247
shares
|
$71,328
0.04% of portfolio
|
Q1 2025
Reduced 55.66%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
240
shares
|
$69,307
0.01% of portfolio
|
Q2 2025
Reduced 86.49%
|
|
|
University Of Illinois Foundation
Champaign, IL |
Aug 12, 2025 Q2 2025 |
236
shares
|
$68,152
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
233
shares
|
$67,285
0.0% of portfolio
|
Q2 2021
Added 30.18%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
232
shares
|
$66,996
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
225
shares
|
$64,975
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
223
shares
|
$64,397
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
222
shares
|
$64,109
0.03% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
220
shares
|
$63,531
0.02% of portfolio
|
Q1 2025
Added 94.69%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
215
shares
|
$62,087
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
213
shares
|
$61,510
0.01% of portfolio
|
Q4 2024
Added 129.03%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
205
shares
|
$59,199
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
200
shares
|
$57,755
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
195
shares
|
$56,312
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
195
shares
|
$56,312
0.02% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
193
shares
|
$55,734
0.02% of portfolio
|
Q2 2025
Added 32.19%
|