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 |
|---|---|---|---|---|---|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 23, 2025 Q3 2025 |
1,843
shares
|
$405,201
0.31% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
Nov 14, 2025 Q3 2025 |
1,843
shares
|
$405,201
0.16% of portfolio
|
Q3 2025
Reduced 51.56%
|
|
|
Emerald Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,841
shares
|
$404,762
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
1,841
shares
|
$404,762
0.81% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
1,839
shares
|
$404,322
0.12% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
1,837
shares
|
$403,882
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
1,836
shares
|
$403,662
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
1,836
shares
|
$403,662
0.14% of portfolio
|
Q3 2025
Reduced 46.14%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
1,834
shares
|
$403,223
0.13% of portfolio
|
Q3 2025
Reduced 6.86%
|
|
|
Pfg Private Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
1,833
shares
|
$403,003
0.2% of portfolio
|
Q4 2025
New holding
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jan 14, 2026 Q4 2025 |
1,832
shares
|
$402,783
0.09% of portfolio
|
Q4 2025
Added 0.55%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
1,832
shares
|
$402,783
0.14% of portfolio
|
Q1 2025
Added 40.38%
|
|
|
Brown Miller Wealth Management, LLC
|
Jan 23, 2026 Q4 2025 |
1,830
shares
|
$402,343
0.12% of portfolio
|
Q4 2025
Reduced 1.51%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
1,822
shares
|
$400,584
0.05% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
1,821
shares
|
$400,365
0.02% of portfolio
|
Q4 2025
Reduced 9.13%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
1,814
shares
|
$398,826
0.05% of portfolio
|
Q1 2025
Added 12.74%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
1,810
shares
|
$397,946
0.17% of portfolio
|
Q3 2025
Reduced 6.51%
|
|
|
Human Investing LLC
|
Oct 31, 2025 Q3 2025 |
1,808
shares
|
$397,506
0.08% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Nov 14, 2025 Q3 2025 |
1,806
shares
|
$397,067
0.17% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Nov 12, 2025 Q3 2025 |
1,801
shares
|
$395,967
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Nov 06, 2025 Q3 2025 |
1,800
shares
|
$395,748
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Sunburst Financial Group, LLC
|
Jan 20, 2026 Q4 2025 |
1,798
shares
|
$395,308
0.08% of portfolio
|
Q2 2024
Added 0.67%
|
|
|
Columbus Macro, LLC
|
Jan 14, 2026 Q4 2025 |
1,795
shares
|
$394,648
0.05% of portfolio
|
Q4 2025
Reduced 3.65%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jan 14, 2026 Q4 2025 |
1,793
shares
|
$394,208
0.23% of portfolio
|
Q4 2025
Reduced 38.22%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
1,792
shares
|
$393,989
0.09% of portfolio
|
Q1 2025
New holding
|
|