Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,785 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 $287 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
8,909
shares
|
$2.12 Million
1.84% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
8,905
shares
|
$2.12 Million
0.47% of portfolio
|
Q1 2025
Added 145.32%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
8,890
shares
|
$2.12 Million
0.38% of portfolio
|
Q2 2025
Reduced 10.61%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
8,887
shares
|
$2.12 Million
0.76% of portfolio
|
Q2 2025
Added 15.31%
|
|
|
Lcm Capital Management Inc
|
Jul 14, 2025 Q2 2025 |
8,837
shares
|
$2.1 Million
1.03% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
8,814
shares
|
$2.1 Million
0.12% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
8,803
shares
|
$2.1 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
8,793
shares
|
$2.09 Million
0.11% of portfolio
|
Q1 2025
Reduced 11.32%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
8,787
shares
|
$2.09 Million
0.02% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
8,771
shares
|
$2.09 Million
0.38% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
8,762
shares
|
$2.09 Million
0.16% of portfolio
|
Q2 2025
Reduced 24.94%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
8,758
shares
|
$2.09 Million
0.75% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
8,748
shares
|
$2.08 Million
0.17% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
8,726
shares
|
$2.08 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
8,718
shares
|
$2.08 Million
0.11% of portfolio
|
Q1 2025
Reduced 37.11%
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
8,715
shares
|
$2.08 Million
0.24% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
8,710
shares
|
$2.07 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
8,695
shares
|
$2.07 Million
0.13% of portfolio
|
Q1 2025
Reduced 10.87%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
8,685
shares
|
$2.07 Million
1.46% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
8,684
shares
|
$2.07 Million
1.56% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
8,678
shares
|
$2.07 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.33%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
8,667
shares
|
$2.06 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
8,665
shares
|
$2.06 Million
0.42% of portfolio
|
Q1 2025
Added 862.78%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
8,617
shares
|
$2.05 Million
0.28% of portfolio
|
Q1 2025
Reduced 8.66%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
8,593
shares
|
$2.05 Million
0.11% of portfolio
|
Q1 2025
Reduced 56.49%
|