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 |
|---|---|---|---|---|---|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
213
shares
|
$35,093
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
211
shares
|
$34,764
0.01% of portfolio
|
Q4 2024
Added 38.82%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
209
shares
|
$34,434
0.01% of portfolio
|
Q4 2024
Reduced 98.01%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
205
shares
|
$33,775
0.02% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
205
shares
|
$33,775
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
200
shares
|
$32,952
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
200
shares
|
$32,952
0.02% of portfolio
|
Q4 2024
Reduced 14.89%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
191
shares
|
$31,469
0.01% of portfolio
|
Q1 2022
Reduced 46.94%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Feb 12, 2025 Q4 2024 |
190
shares
|
$31,304
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
187
shares
|
$30,810
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
184
shares
|
$30,315
0.01% of portfolio
|
Q4 2024
Added 89.69%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Feb 20, 2025 Q4 2024 |
182
shares
|
$29,986
0.63% of portfolio
|
Q4 2024
Added 2125.27%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
179
shares
|
$29,492
0.0% of portfolio
|
Q1 2024
Reduced 7.25%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
176
shares
|
$28,997
0.02% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
169
shares
|
$27,844
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
157
shares
|
$25,867
0.02% of portfolio
|
Q2 2024
Reduced 16.93%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
151
shares
|
$24,878
0.01% of portfolio
|
Q4 2024
Added 20.8%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
150
shares
|
$24,714
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
146
shares
|
$24,054
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
145
shares
|
$23,890
0.01% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
142
shares
|
$23,395
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
140
shares
|
$23,066
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
135
shares
|
$22,242
0.01% of portfolio
|
Q3 2024
Reduced 30.77%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
135
shares
|
$22,242
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
134
shares
|
$22,077
0.02% of portfolio
|
Q4 2024
Reduced 19.76%
|