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 |
|---|---|---|---|---|---|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
25,445
shares
|
$5.59 Million
2.29% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
25,399
shares
|
$5.58 Million
0.15% of portfolio
|
Q2 2024
Added 2.03%
|
|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
25,389
shares
|
$5.58 Million
2.23% of portfolio
|
Q3 2025
Reduced 17.74%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
25,350
shares
|
$5.57 Million
1.05% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
25,256
shares
|
$5.55 Million
0.42% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
25,165
shares
|
$5.53 Million
0.21% of portfolio
|
Q3 2025
Reduced 45.05%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
25,074
shares
|
$5.51 Million
0.27% of portfolio
|
Q3 2025
Added 16.54%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jan 20, 2026 Q4 2025 |
25,048
shares
|
$5.51 Million
1.38% of portfolio
|
Q4 2025
Reduced 1.22%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
25,023
shares
|
$5.5 Million
0.25% of portfolio
|
Q3 2025
Added 23.48%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
25,012
shares
|
$5.5 Million
0.42% of portfolio
|
Q4 2025
Reduced 10.66%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
25,010
shares
|
$5.5 Million
0.11% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
24,982
shares
|
$5.49 Million
1.03% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
24,891
shares
|
$5.47 Million
0.2% of portfolio
|
Q3 2025
Added 16.31%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
24,840
shares
|
$5.46 Million
2.77% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Argyle Capital Management Inc.
|
Oct 27, 2025 Q3 2025 |
24,821
shares
|
$5.46 Million
2.45% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
24,812
shares
|
$5.46 Million
0.92% of portfolio
|
Q3 2025
Added 841.99%
|
|
|
Keene & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
24,801
shares
|
$5.45 Million
3.47% of portfolio
|
Q4 2024
Reduced 7.49%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
24,702
shares
|
$5.43 Million
1.65% of portfolio
|
Q1 2024
Added 1.16%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
24,632
shares
|
$5.42 Million
0.18% of portfolio
|
Q3 2025
Reduced 32.35%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
24,585
shares
|
$5.41 Million
0.26% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Wormser Freres Gestion
Paris, I0 |
Jul 23, 2025 Q2 2025 |
24,550
shares
|
$5.4 Million
3.19% of portfolio
|
Q2 2025
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
24,531
shares
|
$5.39 Million
0.17% of portfolio
|
Q3 2025
Reduced 91.83%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
24,467
shares
|
$5.38 Million
0.3% of portfolio
|
Q3 2025
Added 12.35%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
24,449
shares
|
$5.38 Million
0.35% of portfolio
|
Q3 2025
Reduced 7.57%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
24,284
shares
|
$5.34 Million
0.85% of portfolio
|
Q3 2025
Reduced 3.64%
|
|