Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 3,634 institutions that hold shares in the stock, with a total of 1.19 Billion shares, which have been reported (via 13F filing form) to have a value of $197 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
476
shares
|
$78,425
0.04% of portfolio
|
Q2 2024
Reduced 85.01%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
473
shares
|
$77,931
0.07% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
437
shares
|
$72,000
0.02% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
433
shares
|
$71,341
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
425
shares
|
$70,023
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
424
shares
|
$69,858
0.1% of portfolio
|
Q3 2023
Added 0.24%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
416
shares
|
$68,540
0.02% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
412
shares
|
$67,881
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
410
shares
|
$67,551
0.01% of portfolio
|
Q4 2024
Added 99.03%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
406
shares
|
$66,892
0.01% of portfolio
|
Q3 2023
Added 5.45%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
406
shares
|
$66,892
0.03% of portfolio
|
Q4 2024
Added 47.1%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
406
shares
|
$66,892
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
400
shares
|
$65,904
0.02% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Chelsea Counsel CO
|
Feb 27, 2025 Q4 2024 |
400
shares
|
$65,904
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
400
shares
|
$65,904
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
394
shares
|
$64,915
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
380
shares
|
$62,608
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
379
shares
|
$62,444
0.01% of portfolio
|
Q3 2022
Added 26.33%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
374
shares
|
$61,620
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
373
shares
|
$61,455
0.02% of portfolio
|
Q4 2024
Reduced 40.03%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
340
shares
|
$56,018
0.01% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
323
shares
|
$53,217
0.02% of portfolio
|
Q4 2023
Reduced 48.15%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
322
shares
|
$53,052
0.02% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
312
shares
|
$51,405
0.02% of portfolio
|
Q3 2023
Added 2500.0%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
301
shares
|
$49,592
0.02% of portfolio
|
Q2 2024
Reduced 26.41%
|