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 |
---|---|---|---|---|---|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
4,113
shares
|
$1.02 Million
0.17% of portfolio
|
Q2 2019
New holding
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
4,107
shares
|
$1.02 Million
0.15% of portfolio
|
Q1 2025
Added 0.34%
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
4,097
shares
|
$1.02 Million
0.04% of portfolio
|
Q1 2025
Added 2.76%
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
4,089
shares
|
$1.02 Million
0.11% of portfolio
|
Q1 2025
Added 2.4%
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
4,086
shares
|
$1.02 Million
0.29% of portfolio
|
Q2 2025
Added 0.42%
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
4,083
shares
|
$1.02 Million
0.18% of portfolio
|
Q2 2025
Added 1.85%
|
|
Manuka Financial, LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
4,078
shares
|
$1.01 Million
0.37% of portfolio
|
Q1 2025
Added 0.1%
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
4,071
shares
|
$1.01 Million
0.14% of portfolio
|
Q1 2025
Added 2.49%
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
4,066
shares
|
$1.01 Million
0.19% of portfolio
|
Q2 2025
Added 2.52%
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
4,065
shares
|
$1.01 Million
0.11% of portfolio
|
Q1 2025
Added 1.57%
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
4,063
shares
|
$1.01 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
4,061
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
Added 17.1%
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
4,058
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2022
Added 0.35%
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
4,058
shares
|
$1.01 Million
0.54% of portfolio
|
Q1 2025
Added 0.2%
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
4,055
shares
|
$1.01 Million
0.57% of portfolio
|
Q2 2025
Added 0.97%
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,053
shares
|
$1.01 Million
0.15% of portfolio
|
Q2 2025
Added 94.3%
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
4,026
shares
|
$1 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
4,017
shares
|
$999,228
0.06% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
Brown Capital Management LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
4,006
shares
|
$996,492
0.02% of portfolio
|
Q1 2025
Reduced 32.04%
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
4,006
shares
|
$996,492
0.27% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
4,003
shares
|
$995,746
0.25% of portfolio
|
Q1 2025
Added 0.02%
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
4,000
shares
|
$995,000
0.24% of portfolio
|
Q2 2020
New holding
|
|
Monetta Financial Services Inc
Wheaton, IL |
May 09, 2025 Q1 2025 |
4,000
shares
|
$995,000
0.5% of portfolio
|
Q1 2025
Reduced 46.67%
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
3,999
shares
|
$994,751
0.13% of portfolio
|
Q1 2025
Reduced 18.79%
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
3,992
shares
|
$993,010
0.49% of portfolio
|
Q1 2025
Reduced 0.45%
|