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 |
|---|---|---|---|---|---|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 13, 2025 Q3 2025 |
13,656
shares
|
$3 Million
1.27% of portfolio
|
Q3 2025
Reduced 17.26%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
13,646
shares
|
$3 Million
0.97% of portfolio
|
Q2 2023
Reduced 1.54%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jan 16, 2026 Q4 2025 |
13,620
shares
|
$2.99 Million
0.47% of portfolio
|
Q4 2025
Reduced 7.42%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
13,574
shares
|
$2.98 Million
0.07% of portfolio
|
Q3 2025
Added 114.27%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
13,528
shares
|
$2.97 Million
1.32% of portfolio
|
Q2 2023
Reduced 19.85%
|
|
|
Matauro, LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
13,427
shares
|
$2.95 Million
0.39% of portfolio
|
Q4 2025
Added 109.86%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Jan 26, 2026 Q4 2025 |
13,424
shares
|
$2.95 Million
0.73% of portfolio
|
Q4 2025
Reduced 0.44%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
13,403
shares
|
$2.95 Million
0.68% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
13,387
shares
|
$2.94 Million
1.11% of portfolio
|
Q2 2025
Added 36.76%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
13,382
shares
|
$2.94 Million
0.44% of portfolio
|
Q3 2025
Added 23.44%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
13,349
shares
|
$2.93 Million
0.41% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
13,346
shares
|
$2.93 Million
1.6% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
13,276
shares
|
$2.92 Million
0.67% of portfolio
|
Q4 2025
Reduced 2.22%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
13,273
shares
|
$2.92 Million
0.33% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
13,257
shares
|
$2.91 Million
1.15% of portfolio
|
Q3 2025
Added 225.41%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
13,219
shares
|
$2.91 Million
1.5% of portfolio
|
Q3 2025
Reduced 20.61%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
13,195
shares
|
$2.9 Million
0.23% of portfolio
|
Q3 2025
Added 73.3%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
13,168
shares
|
$2.9 Million
0.18% of portfolio
|
Q2 2023
Added 0.53%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
13,156
shares
|
$2.89 Million
1.32% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
13,140
shares
|
$2.89 Million
0.26% of portfolio
|
Q3 2025
Reduced 10.84%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
13,122
shares
|
$2.89 Million
0.27% of portfolio
|
Q3 2025
Added 17.49%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
13,122
shares
|
$2.89 Million
0.76% of portfolio
|
Q3 2025
Reduced 7.6%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
13,100
shares
|
$2.88 Million
0.95% of portfolio
|
Q3 2025
Reduced 18.26%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
13,020
shares
|
$2.86 Million
0.23% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
13,017
shares
|
$2.86 Million
0.42% of portfolio
|
Q4 2025
Added 12.87%
|
|