Oracle (ORCL) Institutional Ownership

$113.75
-2.74 (-2.35%)
(As of 04/30/2024 ET)

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

Current
Institutional Ownership
Percentage
42.44%
Number of
Institutional Buyers
(last 12 months)
1767
Total
Institutional Inflows
(last 12 months)
$148.04B
Number of
Institutional Sellers
(last 12 months)
1410
Total
Institutional Outflows
(last 12 months)
$15.91B
Get ORCL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Oracle stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
4/30/2024Violich Capital Management Inc.202,611$25.45M3.6%+1.6%0.007%
4/30/2024Woodward Diversified Capital LLC3,220$404K0.3%+16.5%0.000%
4/30/2024Concord Wealth Partners3,347$420K0.1%+7.7%0.000%
4/30/2024MN Wealth Advisors LLC1,794$225K0.1%N/A0.000%
4/30/2024AFT Forsyth & Company Inc.1,680$211K0.1%N/A0.000%
4/30/2024Macroview Investment Management LLC4,635$582K0.6%-32.7%0.000%
4/30/2024Vest Financial LLC10,133$1.27M0.0%+270.8%0.000%
4/30/2024Signet Investment Advisory Group Inc.32,095$4.03M2.2%-1.0%0.001%
4/30/2024Arkadios Wealth Advisors8,094$1.02M0.1%+3.7%0.000%
4/30/2024Camden National Bank84,320$10.59M1.9%-2.3%0.003%
4/30/2024Caprock Group LLC56,954$7.15M0.4%+3.3%0.002%
4/30/2024Naples Global Advisors LLC52,600$6.61M0.7%+3.0%0.002%
4/30/2024Perigon Wealth Management LLC26,761$3.36M0.1%+5.5%0.001%
4/30/2024M3 Advisory Group LLC2,305$289K0.3%N/A0.000%
4/30/2024Independent Family Office LLC1,884$237K0.1%N/A0.000%
4/30/2024Investment Advisory Group LLC1,710$215K0.1%N/A0.000%
4/30/2024Argent Capital Management LLC167,520$21.04M0.6%-1.6%0.006%
4/30/2024OFI Invest Asset Management601,854$70.20M1.9%+19.8%0.022%
4/30/2024Stock Yards Bank & Trust Co.311,794$39.16M1.3%+34.5%0.011%
4/30/2024Claret Asset Management Corp4,769$599K0.1%-5.8%0.000%
4/30/2024Townsend Asset Management Corp NC ADV3,389$426K0.2%-7.4%0.000%
4/30/2024 Allspring Global Investments Holdings LLC653,002$82.02M0.1%-0.6%0.024%
4/29/2024Commonwealth Equity Services LLC589,012$73.99M0.1%-1.8%0.021%
4/29/2024Field & Main Bank18,366$2.31M0.9%-3.9%0.001%
4/29/2024Greenleaf Trust69,938$8.79M0.1%-4.0%0.003%
4/29/2024Principal Financial Group Inc.2,212,296$277.89M0.2%+23.6%0.080%
4/29/2024Benjamin Edwards Inc.6,932$871K0.2%+23.3%0.000%
4/29/2024Benjamin F. Edwards & Company Inc.92,272$11.59M0.2%-1.2%0.003%
4/29/2024Notis McConarty Edward12,550$1.58M0.6%-3.1%0.000%
4/29/2024Castle Wealth Management LLC7,865$988K0.5%N/A0.000%
4/29/2024Heritage Investors Management Corp3,623$455K0.0%+6.0%0.000%
4/29/2024RWA Wealth Partners LLC186,280$23.40M0.3%-3.4%0.007%
4/29/2024Phillips Wealth Planners LLC8,336$1.01M1.1%+26.3%0.000%
4/29/2024American Capital Advisory LLC8,666$1.09M0.8%+11.3%0.000%
4/29/2024Tower Bridge Advisors204,227$25.65M2.6%-19.5%0.007%
4/29/2024Schaper Benz & Wise Investment Counsel Inc. WI177,818$22.34M1.9%-0.8%0.006%
4/29/2024PBMares Wealth Management LLC13,092$1.64M0.4%+2.2%0.000%
4/29/2024Mn Services Vermogensbeheer B.V.666,933$83.77M0.6%-13.1%0.024%
4/29/2024RAM Investment Partners LLC6,451$810K0.3%+13.0%0.000%
4/29/2024First National Bank & Trust Co. of Newtown6,750$848K0.2%-1.3%0.000%
Truth about Trump you’ve never heard (Ad)

Everything about Donald Trump is public. Every part of his life has been dragged out in the media. But there’s one story I bet you’ve never heard about Trump.

For the full story, click here.
4/29/2024China Universal Asset Management Co. Ltd.3,312$416K0.1%N/A0.000%
4/29/2024Marks Group Wealth Management Inc14,909$1.87M0.2%-5.0%0.001%
4/29/2024Newman Dignan & Sheerar Inc.7,067$888K0.2%-5.1%0.000%
4/29/2024Sycomore Asset Management7,535$946K0.2%-79.9%0.000%
4/29/2024Baxter Bros Inc.1,630$205K0.0%N/A0.000%
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%
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%
Trump’s last act as President (Ad)

You’ve probably never heard of Executive Order #13972. Signed by President Trump just days before leaving office, it greenlit what could be the most revolutionary technology of the decade… yet it has nothing to do with AI, blockchain, or mRNA vaccines.

For the full story, click here.
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%
(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, 2,841 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 2,413 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 1,356,938,384 shares in the last 24 months. This purchase volume represents approximately $155.54B in transactions.

Which Oracle major shareholders have been selling company stock?

Of the 1,877 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 265,544,418 shares in the last 24 months. This volume of shares sold represents approximately $25.25B in transactions.


This page (NYSE:ORCL) was last updated on 4/30/2024 by MarketBeat.com Staff

From Our Partners