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Oracle (ORCL) Institutional Ownership

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$154.58 -0.29 (-0.19%)
As of 09:54 AM Eastern
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Institutional Ownership Changes (13F Filings) for Oracle (NYSE:ORCL)

Current
Institutional Ownership
Percentage
42.44%
Number of
Institutional Buyers
(last 12 months)
2210
Total
Institutional Inflows
(last 12 months)
$20.17B
Number of
Institutional Sellers
(last 12 months)
1543
Total
Institutional Outflows
(last 12 months)
$13.91B
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ORCL Institutional Buying and Selling by Quarter

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Oracle Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/24/2025Fire Capital Management LLC4,803$800K0.6%N/A0.000%
3/24/2025 Wellington Management Group LLP172,483$28.74M0.0%+200.4%0.006%
3/24/2025Mascagni Wealth Management Inc.462$77K0.1%N/A0.000%
3/19/2025DSG Capital Advisors LLC15,160$2.53M0.5%N/A0.001%
3/19/2025Chancellor Financial Group WB LP1,232$205K0.2%N/A0.000%
3/18/2025Objective Capital Management LLC2,256$376K0.3%-13.5%0.000%
3/18/2025Triton Wealth Management PLLC5,584$1.01M0.5%+8.0%0.000%
3/18/2025CWC Advisors LLC.2,595$432K0.4%-11.0%0.000%
3/18/2025Thoma Capital Management LLC5,526$921K0.6%N/A0.000%
3/17/2025 NorthCrest Asset Manangement LLC269,266$44.87M1.3%+0.7%0.010%
3/17/2025Members Wealth LLC5,423$934K0.7%N/A0.000%
3/14/2025Lansforsakringar Fondforvaltning AB publ 605,270$100.86M1.2%N/A0.022%
3/13/2025Silver Oak Wealth Advisors Services LLC1,200$200K0.2%N/A0.000%
3/12/2025 Northstar Financial Companies Inc.2,064$344K0.3%N/A0.000%
3/12/2025 Centaurus Financial Inc.37,976$6.33M0.4%+13.2%0.001%
3/11/2025 Campbell Deegan Wealth Management LLC1,397$233K0.3%N/A0.000%
3/11/2025 Lighthouse Financial LLC3,440$573K0.5%N/A0.000%
3/10/2025 Capstone Triton Financial Group LLC9,878$1.65M1.0%+8.5%0.000%
3/10/2025 Mattson Financial Services LLC6,205$1.06M0.3%-37.1%0.000%
3/7/2025 Aegis Wealth Management LLC1,654$276K0.2%N/A0.000%
3/6/2025 IronOak Wealth LLC.2,391$398K0.4%N/A0.000%
3/6/2025 Wood Tarver Financial Group LLC1,742$290K0.1%N/A0.000%
3/6/2025 TFR Capital LLC.1,925$321K0.2%N/A0.000%
3/6/2025 Plotkin Financial Advisors LLC8,635$1.44M0.9%+1.9%0.000%
3/5/2025 Probity Advisors Inc.3,725$621K0.1%+14.0%0.000%
3/5/2025 Copley Financial Group Inc.2,522$420K0.3%-21.3%0.000%
3/4/2025 Dogwood Wealth Management LLC8,011$1.34M0.7%+2.3%0.000%
3/4/2025 Siemens Fonds Invest GmbH3,054$509K0.0%-95.7%0.000%
2/28/2025 Park Square Financial Group LLC1,719$286K0.2%N/A0.000%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH1,296,491$216.05M0.4%N/A0.046%
2/27/2025 Brucke Financial Inc.4,873$829K0.7%N/A0.000%
2/27/2025 REAP Financial Group LLC1,003$167K0.0%+12.1%0.000%
2/27/2025 Bernard Wealth Management Corp.4,317$719K0.3%N/A0.000%
2/27/2025 Pinnacle Wealth Planning Services Inc.9,057$1.51M0.2%-13.3%0.000%
2/27/2025 Carolinas Wealth Consulting LLC1,228$205K0.0%+10.6%0.000%
2/26/2025 Bristol John W & Co. Inc. NY2,744$457K0.0%-14.9%0.000%
2/26/2025 Capital A Wealth Management LLC3,261$543K0.9%N/A0.000%
2/26/2025 Virtue Capital Management LLC2,898$483K0.1%+21.6%0.000%
2/26/2025 Sculati Wealth Management LLC28,063$4.68M1.8%-2.0%0.001%
2/25/2025 Heck Capital Advisors LLC1,481$247K0.0%N/A0.000%
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2/25/2025 B. Riley Wealth Advisors Inc.43,867$7.31M0.2%-4.6%0.002%
2/25/2025 Armis Advisers LLC2,776$463K0.1%N/A0.000%
2/25/2025 Shufro Rose & Co. LLC2,351$392K0.0%-9.6%0.000%
2/25/2025 Integrated Advisors Network LLC44,445$7.41M0.4%+3.1%0.002%
2/24/2025 Wilkins Miller Wealth Management LLC2,688$448K0.5%N/A0.000%
2/24/2025 Hall Capital Management Co. Inc.12,521$2.09M1.0%N/A0.000%
2/24/2025 Liberty Square Wealth Partners LLC1,433$250K0.1%N/A0.000%
2/24/2025 Great Valley Advisor Group Inc.20,914$3.49M0.1%+4.4%0.001%
2/24/2025 Cypress Asset Management Inc. TX1,330$222K0.1%N/A0.000%
2/24/2025 Ameriflex Group Inc.630$107K0.0%N/A0.000%
2/24/2025 United Advisor Group LLC1,775$296K0.1%-50.4%0.000%
2/24/2025 Sunbeam Capital Management LLC4,050$675K0.6%N/A0.000%
2/21/2025 Ascent Group LLC15,525$2.59M0.2%+8.5%0.001%
2/21/2025 Aberdeen Wealth Management LLC2,570$428K0.3%-22.6%0.000%
2/21/2025 Putney Financial Group LLC1,840$307K0.2%N/A0.000%
2/21/2025 Vermillion Wealth Management Inc.2,297$383K0.2%N/A0.000%
2/20/2025 Mackenzie Financial Corp2,883,060$480.43M0.6%+13.1%0.103%
2/20/2025 Forum Financial Management LP14,069$2.34M0.0%+6.4%0.001%
2/20/2025 Sunbeam Capital Management LLC182$30K0.1%N/A0.000%
2/20/2025 Michels Family Financial LLC3,226$538K0.5%N/A0.000%
2/20/2025 Peak Retirement Planning Inc.1,269$211K0.1%N/A0.000%
2/20/2025 Drucker Wealth 3.0 LLC13,601$2.27M0.5%-13.1%0.000%
2/19/2025 Toronto Dominion Bank679,325$113.20M0.2%+15.2%0.024%
2/19/2025 Formidable Asset Management LLC13,183$2.20M0.4%-2.2%0.000%
2/19/2025 North Star Asset Management Inc.20,462$3.41M0.2%+6.0%0.001%
2/19/2025 Invst LLC2,799$466K0.1%-3.1%0.000%
2/19/2025 University of Texas Texas AM Investment Management Co.2,252$375K0.0%-13.2%0.000%
2/19/2025 WCG Wealth Advisors LLC50,522$8.42M0.6%-11.2%0.002%
2/19/2025 Public Employees Retirement System of Ohio681,080$113.50M0.4%-4.5%0.024%
2/18/2025 Western Wealth Management LLC5,573$929K0.3%-53.9%0.000%
2/18/2025 Strait & Sound Wealth Management LLC4,659$776K0.4%-2.1%0.000%
2/18/2025 US Asset Management LLC9,273$1.55M1.4%-3.5%0.000%
2/18/2025 Breakthru Advisory Services LLC1,920$320K0.3%N/A0.000%
2/18/2025 Sunbelt Securities Inc.9,410$1.57M0.1%+10.8%0.000%
2/18/2025 Barrow Hanley Mewhinney & Strauss LLC2,074,850$345.75M1.2%-2.1%0.074%
2/18/2025 GTS Securities LLC13,934$2.32M0.1%-89.9%0.000%
2/18/2025 Fourth Dimension Wealth LLC216$36K0.0%N/A0.000%
2/18/2025 Burgundy Asset Management Ltd.492,542$82.08M0.8%-29.3%0.018%
2/18/2025 Stonebridge Financial Planning Group LLC5,080$847K0.4%-4.6%0.000%
2/18/2025 Breed s Hill Capital LLC6,051$1.01M0.5%+48.1%0.000%
2/18/2025 Vise Technologies Inc.30,917$5.15M0.4%+10.9%0.001%
2/18/2025 Retirement Planning Group LLC3,550$592K0.0%+8.2%0.000%
2/18/2025 Navalign LLC3,321$553K0.2%-7.2%0.000%
2/18/2025 Northwest Bank & Trust Co14,171$2.62M2.0%-1.3%0.001%
2/18/2025 Blue Fin Capital Inc.2,417$403K0.1%+9.6%0.000%
2/18/2025 Connecticut Wealth Management LLC11,708$1.95M0.1%-1.3%0.000%
2/18/2025 Headinvest LLC48,262$8.04M1.5%-3.2%0.002%
2/18/2025 Gordian Capital Singapore Pte Ltd1,300$217K0.1%N/A0.000%
2/18/2025 City National Bank of Florida MSD1,642$274K0.2%N/A0.000%
2/18/2025 JT Stratford LLC1,710$285K0.0%+19.1%0.000%
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2/18/2025 Cornerstone Advisory LLC12,968$2.26M0.3%+34.1%0.000%
2/18/2025 Pacific Center for Financial Services1,369$228K0.1%-4.2%0.000%
2/18/2025 Inspire Trust Co. N.A.32,140$5.36M1.4%+4.6%0.001%
2/18/2025 Mosaic Family Wealth Partners LLC2,751$458K0.1%+13.7%0.000%
2/18/2025 RB Capital Management LLC6,661$1.11M0.3%+2.9%0.000%
2/18/2025 Pinkerton Retirement Specialists LLC6,219$1.04M0.2%N/A0.000%
2/18/2025 Harmony Asset Management LLC21,583$3.60M1.4%+5.7%0.001%
2/18/2025 49 Wealth Management LLC5,776$963K0.1%+29.9%0.000%
2/18/2025 DCM Advisors LLC58,726$9.75M4.6%+10.7%0.002%
2/18/2025 Pinnacle Investment Management Ltd3,000$500K0.4%N/A0.000%
(Data available from 1/1/2016 forward)

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ORCL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ORCL shares?

During the previous two years, 3,426 institutional investors and hedge funds held shares of Oracle. The most heavily invested institutionals were Vanguard Group Inc. ($26.23B), BlackRock Inc. ($14.37B), State Street Corp ($12.00B), FMR LLC ($6.33B), Geode Capital Management LLC ($5.95B), Franklin Resources Inc. ($3.37B), and Northern Trust Corp ($3.27B).Learn more on ORCL's institutional investors.

What percentage of Oracle stock is owned by institutional investors?

42.44% of Oracle stock is owned by institutional investors. Learn more on ORCL's institutional investor holdings.

Which institutional investors have been buying Oracle stock?

Of the 2,924 institutional investors that purchased Oracle stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($1.12B), Norges Bank ($24.78M), Vanguard Group Inc. ($11.69M), Capital World Investors ($10.29M), Wellington Management Group LLP ($8.33M), Janus Henderson Group PLC ($7.75M), and Raymond James Financial Inc. ($5.58M).

How much institutional buying is happening at Oracle?

Institutional investors have bought a total of 1,387,975,573 shares in the last 24 months. This purchase volume represents approximately $168.16B in transactions.

Which Oracle major shareholders have been selling company stock?

Of the 2,091 institutional investors that sold Oracle stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($33.97M), Harris Associates L P ($14.19M), Massachusetts Financial Services Co. MA ($8.59M), Hotchkis & Wiley Capital Management LLC ($7.48M), First Eagle Investment Management LLC ($6.41M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($5.60M), and Parnassus Investments LLC ($5.11M).

How much institutional selling is happening at Oracle?

Institutional investors have sold a total of 233,068,321 shares in the last 24 months. This volume of shares sold represents approximately $29.94B in transactions.



This page (NYSE:ORCL) was last updated on 3/25/2025 by MarketBeat.com Staff
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