Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 4,311 institutions that hold shares in the stock, with a total of 1.23 Billion shares, which have been reported (via 13F filing form) to have a value of $270 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
3,703
shares
|
$814,141
0.23% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,700
shares
|
$813,482
0.17% of portfolio
|
Q2 2023
Reduced 1.33%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
3,696
shares
|
$812,602
0.29% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 23, 2026 Q4 2025 |
3,696
shares
|
$812,602
0.51% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jan 13, 2026 Q4 2025 |
3,693
shares
|
$811,942
0.23% of portfolio
|
Q4 2025
Reduced 0.22%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 21, 2025 Q3 2025 |
3,689
shares
|
$811,063
0.06% of portfolio
|
Q3 2025
Added 84.91%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
3,686
shares
|
$810,403
0.13% of portfolio
|
Q3 2024
Reduced 7.97%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
3,682
shares
|
$809,524
0.32% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
3,679
shares
|
$808,864
0.09% of portfolio
|
Q4 2025
Reduced 0.97%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
3,672
shares
|
$807,325
0.09% of portfolio
|
Q3 2025
Added 253.08%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,648
shares
|
$802,049
0.07% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
3,646
shares
|
$801,609
0.22% of portfolio
|
Q3 2025
Reduced 7.6%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Jan 06, 2026 Q4 2025 |
3,644
shares
|
$801,169
0.44% of portfolio
|
Q4 2025
Added 1.22%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
3,629
shares
|
$797,871
0.16% of portfolio
|
Q3 2025
Reduced 30.61%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
3,627
shares
|
$797,432
0.09% of portfolio
|
Q4 2022
Reduced 2.68%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
3,626
shares
|
$797,212
0.14% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
3,619
shares
|
$795,673
0.29% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
3,612
shares
|
$794,134
0.28% of portfolio
|
Q1 2025
Added 16.07%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
3,603
shares
|
$792,155
0.1% of portfolio
|
Q4 2025
Reduced 3.12%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
3,600
shares
|
$791,496
0.43% of portfolio
|
Q4 2025
Added 11.66%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2025 Q3 2025 |
3,599
shares
|
$791,276
0.7% of portfolio
|
Q2 2025
Reduced 15.3%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jan 20, 2026 Q4 2025 |
3,593
shares
|
$789,956
0.04% of portfolio
|
Q4 2025
Reduced 80.12%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
3,589
shares
|
$789,077
0.68% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
3,587
shares
|
$788,637
0.18% of portfolio
|
Q3 2025
Reduced 31.84%
|
|
|
Canton Hathaway, LLC
|
Jan 21, 2026 Q4 2025 |
3,585
shares
|
$788,198
0.15% of portfolio
|
Q4 2024
Reduced 10.26%
|
|