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 |
|---|---|---|---|---|---|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Nov 12, 2025 Q3 2025 |
18,993
shares
|
$4.18 Million
0.77% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 15, 2026 Q4 2025 |
18,982
shares
|
$4.17 Million
1.51% of portfolio
|
Q4 2025
Reduced 3.21%
|
|
|
Axecap Investments, LLC
Mason, OH |
Oct 29, 2025 Q3 2025 |
18,965
shares
|
$4.17 Million
3.3% of portfolio
|
Q3 2025
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
18,909
shares
|
$4.16 Million
0.92% of portfolio
|
Q4 2025
Reduced 0.71%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
18,902
shares
|
$4.16 Million
0.68% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
18,895
shares
|
$4.15 Million
0.27% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
18,875
shares
|
$4.15 Million
0.27% of portfolio
|
Q4 2025
Reduced 19.16%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Dec 03, 2025 Q3 2025 |
18,865
shares
|
$4.15 Million
2.45% of portfolio
|
Q1 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
18,849
shares
|
$4.14 Million
0.32% of portfolio
|
Q3 2025
Added 10.6%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
18,831
shares
|
$4.14 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
18,807
shares
|
$4.13 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
18,788
shares
|
$4.13 Million
0.57% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Beddow Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
18,675
shares
|
$4.11 Million
1.94% of portfolio
|
Q3 2025
Reduced 16.16%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 20, 2026 Q4 2025 |
18,672
shares
|
$4.11 Million
0.31% of portfolio
|
Q4 2025
Added 51.52%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Nov 13, 2025 Q3 2025 |
18,662
shares
|
$4.1 Million
0.13% of portfolio
|
Q3 2025
Reduced 34.57%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
18,569
shares
|
$4.08 Million
0.62% of portfolio
|
Q3 2025
Added 83.25%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
18,567
shares
|
$4.08 Million
1.6% of portfolio
|
Q3 2023
Reduced 35.24%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 13, 2026 Q4 2025 |
18,560
shares
|
$4.08 Million
0.55% of portfolio
|
Q4 2025
Reduced 0.95%
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
18,519
shares
|
$4.07 Million
0.81% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Sage Capital Advisors,Llc
|
Jan 06, 2026 Q4 2025 |
18,514
shares
|
$4.07 Million
0.95% of portfolio
|
Q4 2025
Reduced 25.63%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
18,496
shares
|
$4.07 Million
0.15% of portfolio
|
Q4 2022
Reduced 0.45%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
18,207
shares
|
$4 Million
0.57% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
18,171
shares
|
$4 Million
0.19% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
18,159
shares
|
$3.99 Million
0.18% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
18,111
shares
|
$3.98 Million
1.06% of portfolio
|
Q3 2025
Reduced 13.35%
|
|