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 |
|---|---|---|---|---|---|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 21, 2026 Q4 2025 |
3,000
shares
|
$659,580
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
2,993
shares
|
$658,040
0.86% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
2,989
shares
|
$657,161
0.32% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
2,985
shares
|
$656,282
0.26% of portfolio
|
Q3 2025
Added 116.46%
|
|
|
Yarbrough Capital, LLC
|
Jan 14, 2026 Q4 2025 |
2,983
shares
|
$655,842
0.02% of portfolio
|
Q4 2025
Reduced 85.23%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
2,978
shares
|
$654,743
0.13% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
2,976
shares
|
$654,303
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
2,973
shares
|
$653,643
0.14% of portfolio
|
Q4 2025
Reduced 6.74%
|
|
|
Wedgewood Investors Inc
|
Oct 23, 2025 Q3 2025 |
2,972
shares
|
$653,423
0.94% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Lee Johnson Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
2,970
shares
|
$652,984
0.25% of portfolio
|
Q4 2025
Reduced 14.21%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
2,970
shares
|
$652,984
0.26% of portfolio
|
Q3 2025
Added 15.74%
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
2,969
shares
|
$652,764
0.09% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 16, 2026 Q4 2025 |
2,966
shares
|
$652,104
0.14% of portfolio
|
Q4 2025
Added 11.97%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
2,963
shares
|
$651,445
0.09% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
2,957
shares
|
$650,126
0.17% of portfolio
|
Q3 2025
Reduced 15.68%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
2,940
shares
|
$646,388
0.18% of portfolio
|
Q4 2025
Added 5.57%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 16, 2026 Q4 2025 |
2,938
shares
|
$645,948
0.24% of portfolio
|
Q4 2025
Added 0.65%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
2,932
shares
|
$644,629
0.09% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
M. Kulyk & Associates, LLC
|
Jan 08, 2026 Q4 2025 |
2,930
shares
|
$644,189
0.13% of portfolio
|
Q4 2025
Added 0.38%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
2,929
shares
|
$643,969
0.07% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
2,928
shares
|
$643,750
0.15% of portfolio
|
Q3 2025
Added 57.84%
|
|
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
2,927
shares
|
$643,530
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
2,926
shares
|
$643,310
0.36% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
2,924
shares
|
$642,870
0.08% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
2,922
shares
|
$642,430
0.12% of portfolio
|
Q3 2025
Reduced 16.56%
|
|