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 |
|---|---|---|---|---|---|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
176
shares
|
$27,192
0.02% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
174
shares
|
$26,883
0.02% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
170
shares
|
$26,265
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
169
shares
|
$26,110
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
167
shares
|
$25,801
0.02% of portfolio
|
Q3 2024
Reduced 16.5%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
157
shares
|
$24,256
0.02% of portfolio
|
Q2 2024
Reduced 16.93%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
152
shares
|
$23,484
0.01% of portfolio
|
Q3 2024
Added 20.63%
|
|
|
West Oak Capital, LLC
|
Jan 10, 2025 Q4 2024 |
150
shares
|
$23,175
1.59% of portfolio
|
Q4 2024
Reduced 99.45%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
145
shares
|
$22,402
0.01% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
140
shares
|
$21,630
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
137
shares
|
$21,166
0.0% of portfolio
|
Q3 2024
Reduced 47.1%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
135
shares
|
$20,857
0.01% of portfolio
|
Q3 2024
Reduced 30.77%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
130
shares
|
$20,085
0.0% of portfolio
|
Q1 2022
Reduced 31.22%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 21, 2024 Q3 2024 |
130
shares
|
$20,085
0.02% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
127
shares
|
$19,621
0.01% of portfolio
|
Q3 2024
Added 217.5%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
125
shares
|
$19,312
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
125
shares
|
$19,312
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
122
shares
|
$18,849
0.01% of portfolio
|
Q3 2024
Added 212.82%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
118
shares
|
$18,231
0.0% of portfolio
|
Q3 2024
Added 34.09%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
113
shares
|
$17,458
0.01% of portfolio
|
Q4 2023
Reduced 34.68%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
110
shares
|
$16,995
0.0% of portfolio
|
Q4 2022
Added 168.29%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
104
shares
|
$16,068
0.0% of portfolio
|
Q1 2024
Added 0.97%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
103
shares
|
$15,913
0.0% of portfolio
|
Q1 2024
Reduced 90.84%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
100
shares
|
$15,450
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
97
shares
|
$14,986
0.0% of portfolio
|
Q1 2024
Added 1.04%
|