Oracle (ORCL) Institutional Ownership

$117.51
+0.30 (+0.26%)
(As of 08:29 AM ET)

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

Current
Institutional Ownership
Percentage
42.44%
Number of
Institutional Buyers
(last 12 months)
1760
Total
Institutional Inflows
(last 12 months)
$147.96B
Number of
Institutional Sellers
(last 12 months)
1404
Total
Institutional Outflows
(last 12 months)
$15.89B
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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
4/27/2024 Riverwater Partners LLC3,226$405K0.3%N/A0.000%
4/27/2024 Hourglass Capital LLC69,222$8.70M2.6%-1.2%0.003%
4/27/2024 Nadler Financial Group Inc.16,440$2.07M0.3%+0.8%0.001%
4/27/2024 NORTHSTAR ASSET MANAGEMENT Co LLC6,636$834K0.2%-23.2%0.000%
4/27/2024 Conning Inc.11,199$1.41M0.0%-2.1%0.000%
4/26/2024 Pinnacle Associates Ltd.220,923$27.75M0.4%-0.2%0.008%
4/26/2024 Trueblood Wealth Management LLC12,150$1.53M0.9%-3.7%0.000%
4/26/2024 Securian Asset Management Inc.93,907$11.80M0.3%-6.7%0.003%
4/26/2024 Aspen Investment Management Inc3,072$386K0.2%-14.2%0.000%
4/26/2024 Harrington Investments INC38,228$4.80M2.7%+5.8%0.001%
4/26/2024 UMB Bank n.a.92,177$11.58M0.2%-12.2%0.003%
4/26/2024 Narwhal Capital Management2,383$299K0.0%N/A0.000%
4/26/2024 MBA Advisors LLC2,416$303K0.2%-5.6%0.000%
4/26/2024 LifeSteps Financial Inc.658$83K0.1%N/A0.000%
4/26/2024Prestige Wealth Management Group LLC13,575$1.71M0.4%-1.6%0.000%
4/26/2024 Bellevue Asset Management LLC1,461$184K0.1%-13.6%0.000%
4/26/2024 Yousif Capital Management LLC227,137$28.53M0.3%-3.3%0.008%
4/26/2024 Farmers & Merchants Trust Co of Chambersburg PA18,542$2.33M1.0%-2.4%0.001%
4/26/2024 YHB Investment Advisors Inc.74,448$9.35M0.8%-2.4%0.003%
4/26/2024 SlateStone Wealth LLC6,390$803K0.1%+9.2%0.000%
4/26/2024 ZWJ Investment Counsel Inc.531,844$66.81M3.0%+0.1%0.019%
4/26/2024 Coastline Trust Co42,711$5.37M0.6%-6.7%0.002%
4/26/2024 Deroy & Devereaux Private Investment Counsel Inc.250,794$31.50M1.9%-1.7%0.009%
4/26/2024 First National Trust Co65,543$8.23M0.3%-2.6%0.002%
4/26/2024 Sage Rhino Capital LLC9,644$1.21M0.3%-1.1%0.000%
4/26/2024 McKinley Carter Wealth Services Inc.5,925$744K0.0%-3.0%0.000%
4/26/2024 Bond & Devick Financial Network Inc.1,799$226K0.1%N/A0.000%
4/26/2024 Members Trust Co3,094$389K0.0%-23.3%0.000%
4/26/2024 SYSTM Wealth Solutions LLC36,174$4.54M0.6%+0.6%0.001%
4/26/2024 Sumitomo Life Insurance Co.22,693$2.85M0.1%-3.8%0.001%
4/26/2024 First Personal Financial Services67,630$8.50M2.0%-1.0%0.002%
4/26/2024 Pioneer Trust Bank N A OR93,635$11.76M3.3%-2.6%0.003%
4/26/2024 Mesirow Financial Investment Management Inc.113,001$14.19M0.3%N/A0.004%
4/26/2024 Patrick M Sweeney & Associates Inc.4,426$556K0.5%+58.2%0.000%
4/26/2024 MONECO Advisors LLC8,662$1.09M0.2%+3.6%0.000%
4/26/2024 LifePro Asset Management4,616$580K0.4%-28.4%0.000%
4/26/2024 Sigma Investment Counselors Inc.7,385$928K0.1%-2.3%0.000%
4/26/2024 KG&L Capital Management LLC4,789$602K0.2%-21.6%0.000%
4/26/2024 Verdence Capital Advisors LLC30,981$3.89M0.4%+0.8%0.001%
4/26/2024 Petredis Investment Advisors LLC1,781$224K0.0%N/A0.000%
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4/26/2024 Caliber Wealth Management LLC24,702$3.10M1.7%+1.2%0.001%
4/26/2024 Checchi Capital Advisers LLC32,014$4.02M0.3%+1.8%0.001%
4/26/2024 Latitude Advisors LLC2,504$315K0.2%+12.3%0.000%
4/26/2024 Focused Investors Fund L P1,309,750$164.52M5.2%N/A0.048%
4/26/2024 Tritonpoint Wealth LLC15,237$1.91M0.2%-7.0%0.001%
4/25/2024 Jacobsen Capital Management1,887$237K0.1%N/A0.000%
4/25/2024 Lindbrook Capital LLC17,372$2.18M0.2%-5.5%0.001%
4/25/2024 New York State Teachers Retirement System1,605,976$201.73M0.4%-2.4%0.058%
4/25/2024 Values Added Financial LLC1,844$232K0.2%N/A0.000%
4/25/2024 Mendota Financial Group LLC1,061$133K0.1%-34.7%0.000%
4/25/2024 Human Investing LLC1,796$226K0.0%N/A0.000%
4/25/2024 Center for Financial Planning Inc.1,726$217K0.0%+12.8%0.000%
4/25/2024 TRUE Private Wealth Advisors6,414$806K0.1%+6.6%0.000%
4/25/2024 Adell Harriman & Carpenter Inc.66,070$8.30M0.7%+31.2%0.002%
4/25/2024 Bank of New York Mellon Corp13,185,195$1.66B0.3%-4.6%0.480%
4/25/2024 Carmel Capital Partners LLC16,313$2.05M0.8%-16.1%0.001%
4/25/2024 Kinneret Advisory LLC35,426$4.45M0.4%-0.3%0.001%
4/25/2024 Osborne Partners Capital Management LLC8,551$1.07M0.1%-4.4%0.000%
4/25/2024 Equitable Trust Co.14,910$1.87M0.1%+11.8%0.001%
4/25/2024 Schnieders Capital Management LLC57,749$7.25M1.5%+3.5%0.002%
4/25/2024 Smith Chas P & Associates PA Cpas30,949$3.89M0.2%+0.6%0.001%
4/25/2024 Professional Financial Advisors LLC1,696$213K0.1%N/A0.000%
4/25/2024 Capital Investment Advisory Services LLC5,535$695K0.1%+14.2%0.000%
4/25/2024 HTLF Bank62,283$7.82M0.9%-2.6%0.002%
4/25/2024 Triumph Capital Management1,677$210K0.1%N/A0.000%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 333,031$41.83M0.1%+2.4%0.012%
4/25/2024 MTM Investment Management LLC1,743$219K0.1%N/A0.000%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund296,368$37.23M0.4%+4.4%0.011%
4/25/2024 Investment Advisory Services Inc. TX ADV2,229$280K0.1%+10.4%0.000%
4/25/2024 Aaron Wealth Advisors LLC16,139$2.03M0.3%+12.1%0.001%
4/25/2024 Eudaimonia Partners LLC15,933$2.00M0.5%+87.3%0.001%
4/25/2024 Valeo Financial Advisors LLC79,450$9.16M0.3%+2.4%0.003%
4/25/2024 Whalen Wealth Management Inc.5,837$733K0.5%N/A0.000%
4/25/2024 Telos Capital Management Inc.49,913$6.27M0.7%+3.8%0.002%
4/25/2024 Cascade Investment Advisors Inc.15,692$1.97M1.3%-1.6%0.001%
4/25/2024 MFA Wealth Advisors LLC1,800$226K0.1%N/A0.000%
4/25/2024 Summit Financial LLC17,011$2.14M0.1%-8.1%0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.209,977$26.38M0.1%+6.3%0.008%
4/24/2024 Private Trust Co. NA27,296$3.43M0.4%-1.8%0.001%
4/24/2024 Leavell Investment Management Inc.22,988$2.89M0.2%-9.8%0.001%
4/24/2024 PSI Advisors LLC1,193$150K0.1%-50.0%0.000%
4/24/2024 Beddow Capital Management Inc.32,027$4.02M1.8%-28.4%0.001%
4/24/2024 Zhang Financial LLC6,922$869K0.1%-30.0%0.000%
4/24/2024 Family Legacy Inc.32,755$4.11M1.5%-3.2%0.001%
4/24/2024 CENTRAL TRUST Co37,860$4.76M0.1%-0.3%0.001%
4/24/2024 V Square Quantitative Management LLC16,013$2.01M0.3%+86.2%0.001%
4/24/2024 1900 Wealth Management LLC3,585$450K0.0%-78.7%0.000%
4/24/2024 Berkshire Bank2,155$271K0.1%-4.4%0.000%
4/24/2024 Newbridge Financial Services Group Inc.1,822$229K0.1%-10.6%0.000%
4/24/2024 Hartford Financial Management Inc.30,140$3.79M0.8%+1.5%0.001%
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4/24/2024 Dakota Wealth Management111,541$14.01M0.3%+20.0%0.004%
4/24/2024 Landmark Wealth Management LLC6,866$862K0.4%-1.6%0.000%
4/24/2024 Waypoint Wealth Partners Inc.3,878$487K0.1%-11.2%0.000%
4/24/2024 Smith Anglin Financial LLC3,827$481K0.0%+18.6%0.000%
4/24/2024 Simplicity Wealth LLC47,560$5.97M0.1%N/A0.002%
4/24/2024 Archford Capital Strategies LLC5,291$665K0.1%+1.8%0.000%
4/24/2024 NBT Bank N A NY54,303$6.82M0.5%-4.4%0.002%
4/24/2024 First Fiduciary Investment Counsel Inc.104,667$13.15M2.7%-1.6%0.004%
4/24/2024 Childress Capital Advisors LLC4,595$577K0.2%-8.4%0.000%
4/24/2024 Avitas Wealth Management LLC16,079$2.02M0.3%-15.8%0.001%
(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, 2,835 institutional investors and hedge funds held shares of Oracle. The most heavily invested institutionals were Vanguard Group Inc. ($15.60B), BlackRock Inc. ($14.37B), State Street Corp ($7.56B), Geode Capital Management LLC ($3.46B), FMR LLC ($3.33B), Morgan Stanley ($2.12B), and Loomis Sayles & Co. L P ($2.04B).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 2,409 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 ($10.19M), Wellington Management Group LLP ($8.08M), Vanguard Group Inc. ($7.88M), Bessemer Group Inc. ($7.63M), and Putnam Investments LLC ($6.35M).

How much institutional buying is happening at Oracle?

Institutional investors have bought a total of 1,356,385,158 shares in the last 24 months. This purchase volume represents approximately $155.46B in transactions.

Which Oracle major shareholders have been selling company stock?

Of the 1,874 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 ($33.81M), Bank of New York Mellon Corp ($17.16M), Harris Associates L P ($13.60M), Loomis Sayles & Co. L P ($8.41M), Vanguard Group Inc. ($7.64M), State Street Corp ($7.12M), and LSV Asset Management ($6.44M).

How much institutional selling is happening at Oracle?

Institutional investors have sold a total of 265,825,704 shares in the last 24 months. This volume of shares sold represents approximately $25.26B in transactions.


This page (NYSE:ORCL) was last updated on 4/29/2024 by MarketBeat.com Staff

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