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 |
|---|---|---|---|---|---|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2025 Q3 2025 |
70,661
shares
|
$15.5 Million
0.86% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
70,333
shares
|
$15.5 Million
0.42% of portfolio
|
Q1 2025
Reduced 8.9%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
70,187
shares
|
$15.4 Million
0.63% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
70,091
shares
|
$15.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 86.19%
|
|
|
Weitz Investment Management, Inc.
Omaha, NE |
Nov 10, 2025 Q3 2025 |
70,000
shares
|
$15.4 Million
1.16% of portfolio
|
Q3 2025
Reduced 58.84%
|
|
|
Neumann Capital Management, LLC
|
Jan 14, 2026 Q4 2025 |
69,783
shares
|
$15.3 Million
4.53% of portfolio
|
Q4 2025
Reduced 1.88%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
69,766
shares
|
$15.3 Million
1.76% of portfolio
|
Q3 2023
Reduced 15.33%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
69,304
shares
|
$15.2 Million
5.32% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
69,222
shares
|
$15.2 Million
0.42% of portfolio
|
Q3 2025
Added 17.69%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
69,203
shares
|
$15.2 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Oct 21, 2025 Q3 2025 |
69,135
shares
|
$15.2 Million
0.42% of portfolio
|
Q3 2025
Added 43.26%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
68,653
shares
|
$15.1 Million
0.38% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
68,563
shares
|
$15.1 Million
0.98% of portfolio
|
Q3 2025
Added 62.09%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
68,518
shares
|
$15.1 Million
0.56% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
68,514
shares
|
$15.1 Million
1.62% of portfolio
|
Q3 2025
Reduced 31.45%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Oct 29, 2025 Q3 2025 |
68,361
shares
|
$15 Million
3.05% of portfolio
|
Q3 2025
Reduced 10.17%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
68,221
shares
|
$15 Million
0.23% of portfolio
|
Q3 2025
Reduced 30.35%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
68,112
shares
|
$15 Million
0.13% of portfolio
|
Q2 2023
Reduced 15.54%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
68,104
shares
|
$15 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
68,078
shares
|
$15 Million
0.14% of portfolio
|
Q3 2025
Added 10.78%
|
|
|
Broad Peak Investment Advisers Pte LTD
Singapore, U0 |
Oct 27, 2025 Q3 2025 |
68,000
shares
|
$15 Million
5.33% of portfolio
|
Q3 2025
New holding
|
|
|
Leuthold Group, LLC
|
Nov 06, 2025 Q3 2025 |
67,756
shares
|
$14.9 Million
2.16% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
67,411
shares
|
$14.8 Million
0.74% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
67,380
shares
|
$14.8 Million
0.72% of portfolio
|
Q3 2025
Reduced 30.9%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
67,336
shares
|
$14.8 Million
0.57% of portfolio
|
Q4 2025
Reduced 4.86%
|
|