Institutional Ownership Oracle Corp (ORCL)
This table provides information about the institutional ownership of Oracle Corp (ORCL). We have compiled data on the 4,306 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 |
|---|---|---|---|---|---|
|
Birch Capital Management, LLC
|
Oct 27, 2025 Q3 2025 |
4,296
shares
|
$944,518
0.63% of portfolio
|
Q1 2025
Reduced 10.03%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
4,295
shares
|
$944,298
0.79% of portfolio
|
Q3 2025
Reduced 22.44%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 06, 2026 Q4 2025 |
4,293
shares
|
$943,858
0.39% of portfolio
|
Q4 2025
Added 0.94%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
4,290
shares
|
$943,199
0.27% of portfolio
|
Q2 2023
Reduced 3.6%
|
|
|
Plimoth Trust CO LLC
|
Jan 27, 2026 Q4 2025 |
4,287
shares
|
$942,539
0.21% of portfolio
|
Q4 2025
Added 31.54%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
4,278
shares
|
$940,561
0.16% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
4,275
shares
|
$939,901
0.14% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 20, 2026 Q4 2025 |
4,272
shares
|
$939,241
0.13% of portfolio
|
Q4 2025
Reduced 6.44%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
4,271
shares
|
$939,022
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Diligent Investors, LLC
|
Jan 22, 2026 Q4 2025 |
4,250
shares
|
$934,405
0.28% of portfolio
|
Q4 2025
Added 111.76%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
4,244
shares
|
$933,085
0.38% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
4,238
shares
|
$931,766
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
4,234
shares
|
$930,887
0.06% of portfolio
|
Q3 2025
Added 14.77%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
4,227
shares
|
$929,348
0.67% of portfolio
|
Q3 2025
Reduced 8.9%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,225
shares
|
$928,908
0.18% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
B&L Asset Management LLC
Boston, MA |
Oct 22, 2025 Q3 2025 |
4,225
shares
|
$928,908
0.61% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
4,215
shares
|
$926,709
0.14% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
4,212
shares
|
$926,050
0.22% of portfolio
|
Q4 2022
Added 0.43%
|
|
|
Ironwood Financial, LLC
|
Jan 15, 2026 Q4 2025 |
4,209
shares
|
$925,390
0.16% of portfolio
|
Q4 2025
Reduced 1.43%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
4,207
shares
|
$924,951
0.11% of portfolio
|
Q3 2025
Reduced 59.99%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
4,206
shares
|
$924,731
0.05% of portfolio
|
Q4 2025
Added 4.47%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 07, 2026 Q4 2025 |
4,202
shares
|
$923,851
0.15% of portfolio
|
Q4 2025
Added 30.74%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
4,200
shares
|
$923,412
0.15% of portfolio
|
Q3 2025
Added 14.38%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
4,196
shares
|
$922,532
0.13% of portfolio
|
Q3 2023
Reduced 1.2%
|
|
|
Brave Asset Management Inc
|
Jan 08, 2026 Q4 2025 |
4,183
shares
|
$919,674
0.2% of portfolio
|
Q4 2025
Reduced 26.69%
|
|