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 |
|---|---|---|---|---|---|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
3,843
shares
|
$955,946
0.11% of portfolio
|
Q2 2022
Reduced 94.23%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
3,836
shares
|
$954,205
0.31% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
3,825
shares
|
$951,468
0.03% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
3,825
shares
|
$951,468
0.09% of portfolio
|
Q2 2024
Added 0.66%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
3,818
shares
|
$949,727
0.45% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
3,814
shares
|
$948,732
0.25% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
3,813
shares
|
$948,483
0.17% of portfolio
|
Q1 2024
Added 0.32%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
3,810
shares
|
$947,737
0.12% of portfolio
|
Q2 2025
Reduced 12.61%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Apr 17, 2025 Q1 2025 |
3,810
shares
|
$947,737
0.18% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
3,807
shares
|
$946,991
0.12% of portfolio
|
Q1 2025
Added 65.16%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
3,805
shares
|
$946,493
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
3,804
shares
|
$946,245
0.05% of portfolio
|
Q2 2023
Reduced 3.99%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
3,804
shares
|
$946,245
0.18% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,795
shares
|
$944,006
0.18% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
3,794
shares
|
$943,757
0.43% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 28, 2025 Q1 2025 |
3,794
shares
|
$943,757
0.07% of portfolio
|
Q1 2025
Added 16.63%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
3,789
shares
|
$942,513
0.04% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Apr 30, 2025 Q1 2025 |
3,775
shares
|
$939,031
0.37% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
3,766
shares
|
$936,792
0.06% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
3,766
shares
|
$936,792
0.34% of portfolio
|
Q1 2025
Reduced 19.05%
|
|
|
Riverwater Partners LLC
|
Apr 21, 2025 Q1 2025 |
3,764
shares
|
$936,295
0.31% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
3,756
shares
|
$934,305
0.09% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
3,750
shares
|
$932,812
0.13% of portfolio
|
Q2 2024
Reduced 3.85%
|
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
3,748
shares
|
$932,315
0.16% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
3,739
shares
|
$930,076
0.15% of portfolio
|
Q1 2025
Added 3.0%
|