Oracle (ORCL) Institutional Ownership

$117.21
+2.32 (+2.02%)
(As of 04/26/2024 ET)

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

Current
Institutional Ownership
Percentage
42.44%
Number of
Institutional Buyers
(last 12 months)
1775
Total
Institutional Inflows
(last 12 months)
$148.09B
Number of
Institutional Sellers
(last 12 months)
1416
Total
Institutional Outflows
(last 12 months)
$15.91B
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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
4/27/2024Hourglass Capital LLC69,222$8.70M2.6%-1.2%0.003%
4/27/2024Nadler Financial Group Inc.16,440$2.07M0.3%+0.8%0.001%
4/27/2024NORTHSTAR ASSET MANAGEMENT Co LLC6,636$834K0.2%-23.2%0.000%
4/27/2024Conning Inc.11,199$1.41M0.0%-2.1%0.000%
4/26/2024Pinnacle Associates Ltd.220,923$27.75M0.4%-0.2%0.008%
4/26/2024Trueblood Wealth Management LLC12,150$1.53M0.9%-3.7%0.000%
4/26/2024Securian Asset Management Inc.93,907$11.80M0.3%-6.7%0.003%
4/26/2024Aspen Investment Management Inc3,072$386K0.2%-14.2%0.000%
4/26/2024Harrington Investments INC38,228$4.80M2.7%+5.8%0.001%
4/26/2024UMB Bank n.a.92,177$11.58M0.2%-12.2%0.003%
4/26/2024Narwhal Capital Management2,383$299K0.0%N/A0.000%
4/26/2024MBA Advisors LLC2,416$303K0.2%-5.6%0.000%
4/26/2024LifeSteps Financial Inc.658$83K0.1%N/A0.000%
4/26/2024Prestige Wealth Management Group LLC13,575$1.71M0.4%-1.6%0.000%
4/26/2024Bellevue Asset Management LLC1,461$184K0.1%-13.6%0.000%
4/26/2024Yousif Capital Management LLC227,137$28.53M0.3%-3.3%0.008%
4/26/2024Farmers & Merchants Trust Co of Chambersburg PA18,542$2.33M1.0%-2.4%0.001%
4/26/2024YHB Investment Advisors Inc.74,448$9.35M0.8%-2.4%0.003%
4/26/2024SlateStone Wealth LLC6,390$803K0.1%+9.2%0.000%
4/26/2024ZWJ Investment Counsel Inc.531,844$66.81M3.0%+0.1%0.019%
4/26/2024Coastline Trust Co42,711$5.37M0.6%-6.7%0.002%
4/26/2024Deroy & Devereaux Private Investment Counsel Inc.250,794$31.50M1.9%-1.7%0.009%
4/26/2024First National Trust Co65,543$8.23M0.3%-2.6%0.002%
4/26/2024Sage Rhino Capital LLC9,644$1.21M0.3%-1.1%0.000%
4/26/2024McKinley Carter Wealth Services Inc.5,925$744K0.0%-3.0%0.000%
4/26/2024Bond & Devick Financial Network Inc.1,799$226K0.1%N/A0.000%
4/26/2024Members Trust Co3,094$389K0.0%-23.3%0.000%
4/26/2024SYSTM Wealth Solutions LLC36,174$4.54M0.6%+0.6%0.001%
4/26/2024Sumitomo Life Insurance Co.22,693$2.85M0.1%-3.8%0.001%
4/26/2024First Personal Financial Services67,630$8.50M2.0%-1.0%0.002%
4/26/2024Pioneer 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%
4/26/2024Patrick M Sweeney & Associates Inc.4,426$556K0.5%+58.2%0.000%
4/26/2024MONECO Advisors LLC8,662$1.09M0.2%+3.6%0.000%
4/26/2024LifePro Asset Management4,616$580K0.4%-28.4%0.000%
4/26/2024Sigma Investment Counselors Inc.7,385$928K0.1%-2.3%0.000%
4/26/2024KG&L Capital Management LLC4,789$602K0.2%-21.6%0.000%
4/26/2024Verdence Capital Advisors LLC30,981$3.89M0.4%+0.8%0.001%
4/26/2024Petredis Investment Advisors LLC1,781$224K0.0%N/A0.000%
4/26/2024Caliber Wealth Management LLC24,702$3.10M1.7%+1.2%0.001%
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4/26/2024Checchi Capital Advisers LLC32,014$4.02M0.3%+1.8%0.001%
4/26/2024Latitude Advisors LLC2,504$315K0.2%+12.3%0.000%
4/26/2024Focused Investors Fund L P1,309,750$164.52M5.2%N/A0.048%
4/26/2024Tritonpoint Wealth LLC15,237$1.91M0.2%-7.0%0.001%
4/25/2024Jacobsen Capital Management1,887$237K0.1%N/A0.000%
4/25/2024Lindbrook Capital LLC17,372$2.18M0.2%-5.5%0.001%
4/25/2024New York State Teachers Retirement System1,605,976$201.73M0.4%-2.4%0.058%
4/25/2024Values Added Financial LLC1,844$232K0.2%N/A0.000%
4/25/2024Mendota Financial Group LLC1,061$133K0.1%-34.7%0.000%
4/25/2024Human Investing LLC1,796$226K0.0%N/A0.000%
4/25/2024Center for Financial Planning Inc.1,726$217K0.0%+12.8%0.000%
4/25/2024TRUE Private Wealth Advisors6,414$806K0.1%+6.6%0.000%
4/25/2024Adell Harriman & Carpenter Inc.66,070$8.30M0.7%+31.2%0.002%
4/25/2024Bank of New York Mellon Corp13,185,195$1.66B0.3%-4.6%0.480%
4/25/2024Carmel Capital Partners LLC16,313$2.05M0.8%-16.1%0.001%
4/25/2024Kinneret Advisory LLC35,426$4.45M0.4%-0.3%0.001%
4/25/2024Osborne Partners Capital Management LLC8,551$1.07M0.1%-4.4%0.000%
4/25/2024Equitable Trust Co.14,910$1.87M0.1%+11.8%0.001%
4/25/2024Schnieders Capital Management LLC57,749$7.25M1.5%+3.5%0.002%
4/25/2024Smith Chas P & Associates PA Cpas30,949$3.89M0.2%+0.6%0.001%
4/25/2024Professional Financial Advisors LLC1,696$213K0.1%N/A0.000%
4/25/2024Capital Investment Advisory Services LLC5,535$695K0.1%+14.2%0.000%
4/25/2024HTLF Bank62,283$7.82M0.9%-2.6%0.002%
4/25/2024Triumph Capital Management1,677$210K0.1%N/A0.000%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 333,031$41.83M0.1%+2.4%0.012%
4/25/2024MTM Investment Management LLC1,743$219K0.1%N/A0.000%
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund296,368$37.23M0.4%+4.4%0.011%
4/25/2024Investment Advisory Services Inc. TX ADV2,229$280K0.1%+10.4%0.000%
4/25/2024Aaron Wealth Advisors LLC16,139$2.03M0.3%+12.1%0.001%
4/25/2024Eudaimonia 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%
4/25/2024Whalen Wealth Management Inc.5,837$733K0.5%N/A0.000%
4/25/2024Telos Capital Management Inc.49,913$6.27M0.7%+3.8%0.002%
4/25/2024Cascade 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%
4/24/2024 Dakota Wealth Management111,541$14.01M0.3%+20.0%0.004%
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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%
4/24/2024 Spire Wealth Management19,405$2.44M0.1%+4.3%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, 2,838 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 2,414 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 1,356,518,737 shares in the last 24 months. This purchase volume represents approximately $155.47B in transactions.

Which Oracle major shareholders have been selling company stock?

Of the 1,879 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 266,241,051 shares in the last 24 months. This volume of shares sold represents approximately $25.30B in transactions.


This page (NYSE:ORCL) was last updated on 4/27/2024 by MarketBeat.com Staff

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