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 |
|---|---|---|---|---|---|
|
Invictus Private Wealth, LLC
Denver, CO |
Nov 10, 2025 Q3 2025 |
3,575
shares
|
$785,999
0.06% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
3,574
shares
|
$785,779
0.05% of portfolio
|
Q3 2025
Reduced 20.93%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 20, 2026 Q4 2025 |
3,565
shares
|
$783,800
0.28% of portfolio
|
Q4 2025
Added 13.07%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
3,564
shares
|
$783,581
0.15% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Nov 10, 2025 Q3 2025 |
3,563
shares
|
$783,361
0.99% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Natural Investments, LLC
|
Jan 23, 2026 Q4 2025 |
3,558
shares
|
$782,261
0.17% of portfolio
|
Q4 2025
Added 50.57%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
3,556
shares
|
$781,822
0.2% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
3,553
shares
|
$781,162
0.15% of portfolio
|
Q4 2025
Added 5.21%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
3,552
shares
|
$780,942
0.22% of portfolio
|
Q3 2025
Added 9.12%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
3,550
shares
|
$780,503
0.04% of portfolio
|
Q4 2019
Closed
|
|
|
Hendley & CO Inc
|
Nov 13, 2025 Q3 2025 |
3,547
shares
|
$779,843
0.33% of portfolio
|
Q3 2025
Reduced 63.99%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
3,534
shares
|
$776,985
0.16% of portfolio
|
Q3 2025
Added 25.63%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 22, 2026 Q4 2025 |
3,531
shares
|
$776,325
0.07% of portfolio
|
Q4 2025
Added 10.24%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 26, 2026 Q4 2025 |
3,529
shares
|
$775,885
0.1% of portfolio
|
Q3 2025
Reduced 7.38%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
3,525
shares
|
$775,006
0.55% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
3,517
shares
|
$773,247
0.14% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
3,512
shares
|
$772,148
0.11% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Whelan Financial
|
Oct 29, 2025 Q3 2025 |
3,510
shares
|
$771,708
0.31% of portfolio
|
Q3 2025
Added 54.49%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 12, 2025 Q3 2025 |
3,504
shares
|
$770,389
0.15% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
3,502
shares
|
$769,949
0.41% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
3,501
shares
|
$769,729
0.12% of portfolio
|
Q3 2025
Reduced 21.66%
|
|
|
Cyrus J. Lawrence, LLC
|
May 15, 2025 Q1 2025 |
3,498
shares
|
$769,070
1.84% of portfolio
|
Q1 2025
Reduced 94.25%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
3,494
shares
|
$768,190
0.11% of portfolio
|
Q3 2025
Reduced 44.74%
|
|
|
Windsor Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
3,485
shares
|
$766,212
0.21% of portfolio
|
Q4 2025
Reduced 11.95%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
3,483
shares
|
$765,772
0.43% of portfolio
|
Q3 2025
Added 3.17%
|
|