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 |
|---|---|---|---|---|---|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
2,106
shares
|
$463,025
0.16% of portfolio
|
Q3 2025
Added 10.49%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 12, 2025 Q3 2025 |
2,106
shares
|
$463,025
0.23% of portfolio
|
Q3 2025
Reduced 23.0%
|
|
|
Cim, LLC
|
Nov 14, 2025 Q3 2025 |
2,104
shares
|
$462,585
0.08% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
2,103
shares
|
$462,365
0.07% of portfolio
|
Q3 2025
Added 17.88%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Nov 13, 2025 Q3 2025 |
2,100
shares
|
$461,706
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 14, 2026 Q4 2025 |
2,099
shares
|
$461,486
0.14% of portfolio
|
Q3 2025
Added 7.64%
|
|
|
First Bank & Trust
|
Jan 12, 2026 Q4 2025 |
2,099
shares
|
$461,486
0.08% of portfolio
|
Q4 2025
Reduced 25.62%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
2,096
shares
|
$460,826
0.1% of portfolio
|
Q3 2025
Reduced 28.07%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
2,096
shares
|
$460,826
0.24% of portfolio
|
Q4 2025
Reduced 7.67%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jan 20, 2026 Q4 2025 |
2,095
shares
|
$460,606
0.09% of portfolio
|
Q4 2025
Reduced 0.14%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
2,092
shares
|
$459,947
0.03% of portfolio
|
Q4 2025
Reduced 26.49%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
2,090
shares
|
$459,507
0.47% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
2,085
shares
|
$458,408
0.07% of portfolio
|
Q3 2025
Reduced 11.43%
|
|
|
Vanguard Capital Wealth Advisors
|
Jan 16, 2026 Q4 2025 |
2,083
shares
|
$457,968
0.39% of portfolio
|
Q4 2025
Reduced 7.55%
|
|
|
Summa Corp.
Tomball, TX |
Jan 21, 2026 Q4 2025 |
2,082
shares
|
$457,748
0.17% of portfolio
|
Q3 2025
Reduced 15.64%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 12, 2025 Q3 2025 |
2,081
shares
|
$457,528
0.23% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 21, 2025 Q3 2025 |
2,079
shares
|
$457,088
0.21% of portfolio
|
Q3 2025
Reduced 8.86%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
2,079
shares
|
$457,088
0.25% of portfolio
|
Q3 2025
Reduced 11.08%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 19, 2025 Q3 2025 |
2,079
shares
|
$457,088
0.47% of portfolio
|
Q3 2025
Reduced 14.2%
|
|
|
Investment Advisory Group, LLC
|
Jan 23, 2026 Q4 2025 |
2,078
shares
|
$456,869
0.12% of portfolio
|
Q4 2025
Added 2.87%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
2,077
shares
|
$456,649
0.11% of portfolio
|
Q4 2025
Added 19.23%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
2,077
shares
|
$456,649
0.21% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Nov 12, 2025 Q3 2025 |
2,077
shares
|
$456,649
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
2,076
shares
|
$456,429
0.06% of portfolio
|
Q4 2025
Added 81.15%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
2,076
shares
|
$456,429
0.35% of portfolio
|
Q3 2025
Reduced 2.26%
|
|