Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,754 institutions that hold shares in the stock, with a total of 1.2 Billion shares, which have been reported (via 13F filing form) to have a value of $299 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
24,850
shares
|
$6.18 Million
0.21% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Keene & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
24,801
shares
|
$6.17 Million
3.47% of portfolio
|
Q4 2024
Reduced 7.49%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
24,702
shares
|
$6.14 Million
1.65% of portfolio
|
Q1 2024
Added 1.16%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
24,669
shares
|
$6.14 Million
0.26% of portfolio
|
Q1 2025
Reduced 10.4%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
24,527
shares
|
$6.1 Million
0.17% of portfolio
|
Q1 2025
Reduced 29.24%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
24,483
shares
|
$6.09 Million
0.1% of portfolio
|
Q1 2025
Added 22.53%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
24,416
shares
|
$6.07 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
24,355
shares
|
$6.06 Million
0.93% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
May 07, 2025 Q1 2025 |
24,143
shares
|
$6.01 Million
1.07% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
24,133
shares
|
$6 Million
0.71% of portfolio
|
Q1 2025
Added 23559.8%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
24,131
shares
|
$6 Million
0.46% of portfolio
|
Q1 2025
Added 17.76%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
24,124
shares
|
$6 Million
0.23% of portfolio
|
Q3 2022
Added 3.28%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
24,051
shares
|
$5.98 Million
0.58% of portfolio
|
Q1 2025
Added 33.42%
|
|
|
Citadel Investment Advisory, Inc.
|
Apr 17, 2025 Q1 2025 |
23,981
shares
|
$5.97 Million
1.65% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
23,936
shares
|
$5.95 Million
0.66% of portfolio
|
Q1 2025
Reduced 45.16%
|
|
|
Exeter Financial, LLC
|
Jul 15, 2025 Q2 2025 |
23,919
shares
|
$5.95 Million
2.37% of portfolio
|
Q2 2025
Reduced 18.95%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
23,887
shares
|
$5.94 Million
0.26% of portfolio
|
Q1 2025
Added 10.81%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
23,785
shares
|
$5.92 Million
0.73% of portfolio
|
Q1 2025
Added 15.65%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
23,776
shares
|
$5.91 Million
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
23,766
shares
|
$5.91 Million
0.02% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Aft, Forsyth & Sober, LLC
|
May 12, 2025 Q1 2025 |
23,650
shares
|
$5.88 Million
1.21% of portfolio
|
Q1 2025
New holding
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Apr 30, 2025 Q1 2025 |
23,531
shares
|
$5.85 Million
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
23,477
shares
|
$5.84 Million
1.1% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
May 19, 2025 Q1 2025 |
23,477
shares
|
$5.84 Million
2.54% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Apr 04, 2025 Q1 2025 |
23,452
shares
|
$5.83 Million
1.44% of portfolio
|
Q1 2025
Added 6.61%
|