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 |
|---|---|---|---|---|---|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
3,719
shares
|
$925,101
0.11% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
3,715
shares
|
$924,106
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
3,713
shares
|
$923,608
0.07% of portfolio
|
Q3 2023
Reduced 4.13%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
3,709
shares
|
$922,613
0.31% of portfolio
|
Q2 2025
Added 80.4%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
3,707
shares
|
$922,116
0.07% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Oak Thistle LLC
|
May 06, 2025 Q1 2025 |
3,705
shares
|
$921,618
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
3,700
shares
|
$920,375
0.22% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,700
shares
|
$920,375
0.17% of portfolio
|
Q2 2023
Reduced 1.33%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
3,699
shares
|
$920,126
0.37% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
3,697
shares
|
$919,628
0.14% of portfolio
|
Q1 2025
Added 25.32%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
3,696
shares
|
$919,380
0.43% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
3,689
shares
|
$917,638
0.3% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
3,688
shares
|
$917,390
0.1% of portfolio
|
Q2 2025
Reduced 21.73%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
3,686
shares
|
$916,892
0.1% of portfolio
|
Q3 2024
Reduced 7.97%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
3,686
shares
|
$916,892
0.01% of portfolio
|
Q1 2025
Added 103.2%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
3,682
shares
|
$915,897
0.06% of portfolio
|
Q1 2025
Reduced 26.35%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
3,670
shares
|
$912,912
0.26% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
3,665
shares
|
$911,668
0.1% of portfolio
|
Q1 2025
Reduced 17.88%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
May 15, 2025 Q1 2025 |
3,663
shares
|
$911,171
0.05% of portfolio
|
Q1 2025
Reduced 81.97%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
3,661
shares
|
$910,673
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
3,650
shares
|
$907,937
0.14% of portfolio
|
Q1 2025
Added 16.69%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
3,650
shares
|
$907,937
0.11% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,648
shares
|
$907,440
0.07% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
3,648
shares
|
$907,440
0.07% of portfolio
|
Q1 2025
Added 32.61%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Apr 25, 2025 Q1 2025 |
3,640
shares
|
$905,450
0.17% of portfolio
|
Q4 2024
Reduced 10.12%
|