Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,804 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 $292 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Apr 30, 2025 Q1 2025 |
4,519
shares
|
$1.1 Million
0.68% of portfolio
|
Q1 2025
Added 13.14%
|
|
|
Renaissance Group LLC
Covington, KY |
May 13, 2025 Q1 2025 |
4,501
shares
|
$1.09 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
4,500
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
4,484
shares
|
$1.09 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
4,483
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2024
Added 33.03%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
4,479
shares
|
$1.09 Million
0.4% of portfolio
|
Q1 2025
Reduced 20.4%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
4,472
shares
|
$1.09 Million
0.4% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
4,471
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2023
Added 0.04%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
4,469
shares
|
$1.09 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
4,448
shares
|
$1.08 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
4,448
shares
|
$1.08 Million
0.35% of portfolio
|
Q1 2025
Added 12.66%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
4,445
shares
|
$1.08 Million
0.1% of portfolio
|
Q4 2022
Added 0.7%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
4,438
shares
|
$1.08 Million
0.25% of portfolio
|
Q2 2025
Added 17.59%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
4,436
shares
|
$1.08 Million
0.18% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
4,426
shares
|
$1.07 Million
0.06% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
4,422
shares
|
$1.07 Million
0.17% of portfolio
|
Q1 2025
Added 12.03%
|
|
|
Aviso Wealth Management
Bellevue, WA |
May 08, 2025 Q1 2025 |
4,419
shares
|
$1.07 Million
0.33% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Wendell David Associates Inc
|
Apr 18, 2025 Q1 2025 |
4,411
shares
|
$1.07 Million
0.06% of portfolio
|
Q1 2024
Reduced 6.21%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
4,404
shares
|
$1.07 Million
0.35% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
4,399
shares
|
$1.07 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
4,391
shares
|
$1.07 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
4,388
shares
|
$1.07 Million
0.6% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
4,386
shares
|
$1.07 Million
0.18% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
4,385
shares
|
$1.06 Million
0.13% of portfolio
|
Q2 2025
Added 17.65%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
4,383
shares
|
$1.06 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.23%
|