Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,638 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 $155 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
1,555
shares
|
$200,004
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
1,555
shares
|
$200,004
0.08% of portfolio
|
Q1 2025
Reduced 47.99%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jan 16, 2025 Q4 2024 |
1,554
shares
|
$199,875
0.11% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
1,546
shares
|
$198,846
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
1,544
shares
|
$198,589
0.04% of portfolio
|
Q1 2025
Added 21.0%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,544
shares
|
$198,589
0.06% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
1,538
shares
|
$197,817
0.1% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Verde Capital Management
|
Apr 08, 2025 Q1 2025 |
1,537
shares
|
$197,688
0.06% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
1,536
shares
|
$197,560
0.03% of portfolio
|
Q4 2024
Reduced 16.34%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,535
shares
|
$197,431
0.09% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,535
shares
|
$197,431
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,531
shares
|
$196,917
0.03% of portfolio
|
Q4 2024
Added 11.59%
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
1,530
shares
|
$196,788
0.14% of portfolio
|
Q4 2024
Reduced 9.84%
|
|
|
Youngs Advisory Group, Inc.
|
Feb 13, 2025 Q4 2024 |
1,528
shares
|
$196,531
0.11% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
1,527
shares
|
$196,402
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
1,525
shares
|
$196,145
0.1% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
1,525
shares
|
$196,145
0.08% of portfolio
|
Q4 2024
Reduced 11.75%
|
|
|
Cherrydale Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
1,523
shares
|
$195,888
0.09% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
1,523
shares
|
$195,888
0.13% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Apr 16, 2025 Q1 2025 |
1,523
shares
|
$195,888
0.06% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Motive Wealth Advisors
|
Apr 16, 2025 Q1 2025 |
1,518
shares
|
$195,245
0.11% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
1,518
shares
|
$195,245
0.04% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
1,517
shares
|
$195,116
0.09% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
1,513
shares
|
$194,602
0.03% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
1,510
shares
|
$194,216
0.03% of portfolio
|
Q1 2025
Reduced 0.72%
|