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Oracle (ORCL) Institutional Ownership

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$161.05 +1.51 (+0.94%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Oracle (NYSE:ORCL)

Current
Institutional Ownership
Percentage
42.44%
Number of
Institutional Buyers
(last 12 months)
1869
Total
Institutional Inflows
(last 12 months)
$13.64B
Number of
Institutional Sellers
(last 12 months)
1330
Total
Institutional Outflows
(last 12 months)
$9.72B
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ORCL Institutional Buying and Selling by Quarter

Oracle Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Cerro Pacific Wealth Advisors LLC11,500$1.96M0.7%+1.0%0.000%
1/17/2025New Century Financial Group LLC5,611$933K0.4%-2.0%0.000%
1/17/2025Yeomans Consulting Group Inc.2,946$491K0.2%N/A0.000%
1/17/2025Apeiron RIA LLC6,065$1.01M0.3%-4.4%0.000%
1/17/2025Veracity Capital LLC1,979$330K0.1%+17.8%0.000%
1/17/2025Secure Asset Management LLC10,870$1.81M0.3%+4.2%0.000%
1/17/2025Verde Capital Management1,530$255K0.1%N/A0.000%
1/17/2025Seros Financial LLC1,495$249K0.2%N/A0.000%
1/17/2025Red Door Wealth Management LLC5,341$890K0.1%+2.7%0.000%
1/17/2025IVC Wealth Advisors LLC1,393$232K0.1%-5.6%0.000%
1/17/2025Donoghue Forlines LLC11,964$1.99M0.7%N/A0.000%
1/17/2025Capital Planning Advisors LLC22,047$3.67M0.6%-8.4%0.001%
1/17/2025Cardinal Capital Management Inc.213,386$35.56M1.2%-3.2%0.008%
1/17/2025Goldstein Advisors LLC3,629$605K0.1%+179.6%0.000%
1/17/2025Whalen Wealth Management Inc.5,894$982K0.7%-3.0%0.000%
1/17/2025Avior Wealth Management LLC57,793$9.63M0.4%-10.6%0.002%
1/17/2025Beacon Investment Advisory Services Inc.8,007$1.33M0.1%+2.3%0.000%
1/17/2025Bill Few Associates Inc.44,052$7.34M2.6%-2.6%0.002%
1/17/2025Mutual Advisors LLC65,245$10.41M0.3%-2.1%0.002%
1/17/2025True North Advisors LLC6,027$1.00M0.2%+7.1%0.000%
1/17/2025Traynor Capital Management Inc.3,445$574K0.0%+80.5%0.000%
1/17/2025Wesbanco Bank Inc.117,852$19.64M0.7%-6.6%0.004%
1/17/2025Janney Montgomery Scott LLC408,132$68.01M0.2%+15.6%0.015%
1/17/2025Bartlett & CO. Wealth Management LLC43,865$7.31M0.1%+9.6%0.002%
1/17/2025SG Americas Securities LLC872,528$145.40M0.6%-13.3%0.031%
1/17/2025Baker Ellis Asset Management LLC5,004$834K0.1%-5.7%0.000%
1/17/2025Phillips Wealth Planners LLC6,946$1.07M1.1%-12.0%0.000%
1/17/2025Kelleher Financial Advisors1,354$226K0.1%+5.9%0.000%
1/17/2025R.H. Dinel Investment Counsel Inc.44,300$7.38M4.9%-4.5%0.002%
1/17/2025Janney Capital Management LLC5,290$882K0.1%-5.7%0.000%
1/17/2025Magnus Financial Group LLC7,207$1.20M0.1%+1.5%0.000%
1/17/2025Daymark Wealth Partners LLC100,754$16.79M0.6%+1.9%0.004%
1/17/2025Investment Advisory Group LLC2,168$361K0.1%+12.4%0.000%
1/17/2025Finley Financial LLC400$63K0.0%N/A0.000%
1/17/2025Madison Park Capital Advisors LLC5,482$914K0.7%+277.0%0.000%
1/17/2025Albion Financial Group UT162,076$27.01M1.8%-0.1%0.006%
1/17/2025Eagle Wealth Strategies LLC4,010$668K0.5%-1.6%0.000%
1/17/2025Global Trust Asset Management LLC8,780$1.46M0.6%-2.3%0.000%
1/17/2025West Branch Capital LLC37,448$6.24M2.0%+3.8%0.001%
1/17/2025Missouri Trust & Investment Co13,745$2.29M0.8%-0.8%0.000%
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1/17/2025Dakota Wealth Management133,839$22.30M0.5%+4.9%0.005%
1/17/2025Eads & Heald Wealth Management20,071$3.35M1.6%-6.8%0.001%
1/17/2025Barlow Wealth Partners Inc.1,424$225K0.0%-49.5%0.000%
1/17/2025XML Financial LLC15,394$2.57M0.2%-10.7%0.001%
1/17/2025Nisa Investment Advisors LLC596,647$99.43M0.4%+1.3%0.021%
1/17/2025Traphagen Investment Advisors LLC7,187$1.20M0.1%+3.8%0.000%
1/17/2025Simon Quick Advisors LLC7,206$1.20M0.1%+13.5%0.000%
1/17/2025Beaumont Financial Advisors LLC11,441$1.91M0.1%+3.1%0.000%
1/17/2025MCF Advisors LLC5,801$967K0.1%-5.9%0.000%
1/17/2025Aspire Private Capital LLC10,612$1.77M0.4%+11.4%0.000%
1/17/2025Perfromance Wealth Partners LLC188,049$31.34M1.0%+1.1%0.007%
1/17/2025Roberts Wealth Advisors LLC20,518$3.25M1.0%-0.6%0.001%
1/17/2025Fort Washington Investment Advisors Inc. OH1,602,071$266.97M1.6%-1.2%0.057%
1/17/2025Enclave Advisors LLC16,674$2.78M0.5%+68.9%0.001%
1/17/2025Mogy Joel R Investment Counsel Inc.133,469$22.24M1.3%-0.3%0.005%
1/17/2025Atomi Financial Group Inc.16,903$2.82M0.1%+15.9%0.001%
1/17/2025Great Waters Wealth Management1,536$256K0.0%-16.3%0.000%
1/17/2025Monterey Private Wealth Inc.1,424$237K0.1%N/A0.000%
1/17/2025Chesley Taft & Associates LLC171,007$28.50M1.3%-2.1%0.006%
1/17/2025Alpha Cubed Investments LLC47,312$7.88M0.4%+1.1%0.002%
1/17/2025Clear Harbor Asset Management LLC30,264$5.04M0.4%+10.5%0.001%
1/17/2025Perpetual Ltd875,825$145.95M1.7%-17.3%0.031%
1/16/2025Charles Schwab Trust Co10,247$1.71M0.1%+28.4%0.000%
1/16/2025Lmcg Investments LLC115,664$19.27M1.2%-5.6%0.004%
1/16/2025Legal Advantage Investments Inc.19,746$3.29M1.7%-1.5%0.001%
1/16/2025Aspiriant LLC19,761$3.29M0.1%-1.1%0.001%
1/16/2025Crossmark Global Holdings Inc.240,777$40.12M0.7%+1.2%0.009%
1/16/2025Chesapeake Wealth Management15,026$2.50M0.9%-4.1%0.001%
1/16/2025Reliant Investment Management LLC36,016$6.00M2.7%+0.3%0.001%
1/16/2025Sugar Maple Asset Management LLC482$80K0.1%N/A0.000%
1/16/2025Ballentine Partners LLC33,416$5.57M0.1%+4.7%0.001%
1/16/2025Martel Wealth Advisors Inc3,000$500K0.1%N/A0.000%
1/16/2025Culbertson A N & Co. Inc.79,223$13.20M2.1%-0.9%0.003%
1/16/2025ZWJ Investment Counsel Inc.505,731$84.28M3.5%-3.3%0.018%
1/16/2025Pure Financial Advisors LLC12,405$2.07M0.0%+5.5%0.000%
1/16/2025Tudor Financial Inc.7,693$1.28M0.7%-14.4%0.000%
1/16/2025Abacus Wealth Partners LLC19,399$3.23M0.5%-3.9%0.001%
1/16/2025New Hampshire Trust1,313$219K0.0%-9.4%0.000%
1/16/2025Koshinski Asset Management Inc.10,201$1.70M0.0%-0.7%0.000%
1/16/2025Leonard Rickey Investment Advisors P.L.L.C.5,032$839K0.2%+2.5%0.000%
1/16/2025Sky Investment Group LLC9,720$1.62M0.3%-1.5%0.000%
1/16/2025Wealthquest Corp2,186$364K0.0%-3.9%0.000%
1/16/2025Harbor Investment Advisory LLC18,303$3.05M0.3%-3.3%0.001%
1/16/2025Gemmer Asset Management LLC7,879$1.31M0.1%-21.1%0.000%
1/16/2025Union Savings Bank7,135$1.19M0.6%-6.6%0.000%
1/16/2025Mitchell Mcleod Pugh & Williams Inc.8,966$1.49M0.3%-11.7%0.000%
1/16/2025Zhang Financial LLC6,525$1.09M0.1%+3.4%0.000%
1/16/2025MassMutual Private Wealth & Trust FSB15,319$2.55M0.1%-17.3%0.001%
1/16/2025Corundum Group Inc.14,868$2.48M0.9%+70.9%0.001%
1/16/2025Meritas Wealth Management LLC7,704$1.28M0.8%-1.3%0.000%
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1/16/2025Stokes Capital Advisors LLC3,835$639K0.2%+40.6%0.000%
1/16/2025Uncommon Cents Investing LLC27,770$4.63M1.4%-6.8%0.001%
1/16/2025AMI Investment Management Inc.7,452$1.24M0.4%-8.6%0.000%
1/16/2025BigSur Wealth Management LLC1,413$235K0.1%-12.5%0.000%
1/16/2025Ervin Investment Management LLC11,035$1.84M1.2%-5.4%0.000%
1/16/2025Bremer Bank National Association4,217$703K0.1%-3.5%0.000%
1/16/2025UMB Bank n.a.212,857$35.47M0.6%+49.9%0.008%
1/16/2025FOCUS Wealth Advisors LLC8,741$1.46M0.8%N/A0.000%
1/16/2025Thrive Wealth Management LLC5,855$976K0.2%+10.9%0.000%
1/16/2025Mechanics Bank Trust Department75,131$12.52M1.7%-1.3%0.003%
(Data available from 1/1/2016 forward)

ORCL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ORCL shares?

During the previous two years, 3,112 institutional investors and hedge funds held shares of Oracle. The most heavily invested institutionals were Vanguard Group Inc. ($18.99B), BlackRock Inc. ($14.37B), State Street Corp ($12.00B), FMR LLC ($6.45B), Geode Capital Management LLC ($5.98B), Franklin Resources Inc. ($3.37B), and Loomis Sayles & Co. L P ($3.11B).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 2,633 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 ($11.48M), Capital World Investors ($10.27M), Vanguard Group Inc. ($9.40M), Wellington Management Group LLP ($8.10M), Janus Henderson Group PLC ($7.75M), and Putnam Investments LLC ($6.26M).

How much institutional buying is happening at Oracle?

Institutional investors have bought a total of 1,354,459,451 shares in the last 24 months. This purchase volume represents approximately $159.82B in transactions.

Which Oracle major shareholders have been selling company stock?

Of the 1,968 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), First Eagle Investment Management LLC ($9.82M), Hotchkis & Wiley Capital Management LLC ($7.48M), LSV Asset Management ($6.11M), Massachusetts Financial Services Co. MA ($6.10M), and Nordea Investment Management AB ($5.69M).

How much institutional selling is happening at Oracle?

Institutional investors have sold a total of 222,212,449 shares in the last 24 months. This volume of shares sold represents approximately $25.83B in transactions.



This page (NYSE:ORCL) was last updated on 1/20/2025 by MarketBeat.com Staff
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