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 |
|---|---|---|---|---|---|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
3,980
shares
|
$990,025
0.07% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
3,970
shares
|
$987,537
0.43% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
3,968
shares
|
$987,040
0.1% of portfolio
|
Q2 2022
Reduced 3.1%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,965
shares
|
$986,293
0.03% of portfolio
|
Q4 2024
Added 17.34%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
3,963
shares
|
$985,796
0.11% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
3,962
shares
|
$985,547
0.12% of portfolio
|
Q1 2025
Added 14.67%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
3,951
shares
|
$982,811
0.02% of portfolio
|
Q1 2025
Reduced 12.04%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
3,947
shares
|
$981,816
0.01% of portfolio
|
Q1 2025
Added 37.48%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
3,946
shares
|
$981,567
0.21% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
3,942
shares
|
$980,572
0.38% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
3,937
shares
|
$979,328
0.14% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
3,927
shares
|
$976,841
0.05% of portfolio
|
Q1 2024
Reduced 10.69%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
3,912
shares
|
$973,110
0.14% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
May 14, 2025 Q1 2025 |
3,909
shares
|
$972,363
0.09% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jul 15, 2025 Q2 2025 |
3,904
shares
|
$971,120
0.63% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
3,901
shares
|
$970,373
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
May 13, 2025 Q1 2025 |
3,894
shares
|
$968,632
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Klcm Advisors, Inc.
|
May 13, 2025 Q1 2025 |
3,887
shares
|
$966,891
0.06% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
3,886
shares
|
$966,642
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
3,884
shares
|
$966,145
0.07% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Thompson Davis & Co., Inc.
|
May 13, 2025 Q1 2025 |
3,881
shares
|
$965,398
0.44% of portfolio
|
Q1 2025
Added 46.95%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
3,872
shares
|
$963,160
0.05% of portfolio
|
Q2 2025
Reduced 15.68%
|
|
|
Monarch Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
3,859
shares
|
$959,926
0.15% of portfolio
|
Q3 2024
Added 10.8%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
3,859
shares
|
$959,926
0.16% of portfolio
|
Q1 2025
Added 137.33%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
3,847
shares
|
$956,941
0.23% of portfolio
|
Q2 2025
Reduced 3.0%
|