Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,378 institutions that hold shares in the stock, with a total of 1.16 Billion shares, which have been reported (via 13F filing form) to have a value of $180 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
276
shares
|
$42,642
0.02% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
272
shares
|
$42,024
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
269
shares
|
$41,560
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Oct 22, 2024 Q3 2024 |
262
shares
|
$40,479
0.0% of portfolio
|
Q2 2024
Reduced 9.03%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
261
shares
|
$40,324
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mizuho Securities Co. Ltd.
|
Nov 05, 2024 Q3 2024 |
260
shares
|
$40,170
0.11% of portfolio
|
Q3 2024
Reduced 61.19%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
258
shares
|
$39,861
0.0% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
252
shares
|
$38,934
0.03% of portfolio
|
Q2 2017
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
250
shares
|
$38,625
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
246
shares
|
$38,007
0.01% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
235
shares
|
$36,307
0.01% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
235
shares
|
$36,307
0.02% of portfolio
|
Q1 2024
Added 3.52%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
233
shares
|
$35,998
0.0% of portfolio
|
Q2 2021
Added 30.18%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
232
shares
|
$35,844
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
228
shares
|
$35,226
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
225
shares
|
$34,762
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
217
shares
|
$33,526
0.02% of portfolio
|
Q3 2024
Added 13.02%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
215
shares
|
$33,217
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
213
shares
|
$32,908
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
202
shares
|
$31,209
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
200
shares
|
$30,900
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
200
shares
|
$30,900
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
191
shares
|
$29,509
0.01% of portfolio
|
Q1 2022
Reduced 46.94%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
190
shares
|
$29,355
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
179
shares
|
$27,655
0.0% of portfolio
|
Q1 2024
Reduced 7.25%
|