ORCL · Company research
Oracle Corp (ORCL): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10043 | 1378904000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 465 | 63845000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2136 | 293273 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Orrstown Financial Services Inc | 826154 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7102 | 975105 | — | — | — | Oct 14, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2136 | 293273 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Helium Advisors LLC | 2056653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8728 | 1279094 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MEEDER ASSET MANAGEMENT INC | 809443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16949 | 2483876 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Vann Equity Management LLC | 2018412 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2105 | 308557 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Greenspring Advisors, LLC | 1922200 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8623 | 1263649 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Boyd Wealth Management, LLC | 1846114 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5363 | 785948 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Bond & Devick Financial Network, Inc. | 1843495 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2089 | 306143 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Saba Capital Management, L.P. | 1510281 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22000 | 3224100 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WCG Wealth Advisors LLC | 1855713 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 96889 | 14199083 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sun Financial Inc | 2067342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9221 | 1392770 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 569874 | 83515151 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Heartland Bank & Trust Co | 1866040 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1867 | 273609 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12915 | 1892693 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CFS Investment Advisory Services, LLC | 1845688 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9277 | 1301285 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Rodgers Brothers Inc. | 1397290 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2364 | 346444 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| ATALANTA SOSNOFF CAPITAL, LLC | 700529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 294715 | 43190483 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Oxbow Advisors, LLC | 1564770 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3313 | 485520 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| PROMETHIUM ADVISORS,LLC | 2034073 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2811 | 411952 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| FSM Wealth Advisors, LLC | 1942548 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7397 | 1084096 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| FOSTER & MOTLEY INC | 1163902 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55693 | 8162 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Alamar Capital Management, LLC | 1846995 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7555 | 1107224 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| FIRST NATIONAL BANK OF OMAHA | 36644 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58253 | 8567039 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 1277279 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43640 | 6395454 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Independence Bank of Kentucky | 1730479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34161 | 5006295 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Gryphon Financial Partners LLC | 1729094 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8721 | 1278101 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Souders Financial Advisors | 1811240 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5263 | 771259 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Robinswood Financial LLC | 2139748 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 370 | 54233 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Per Stirling Capital Management, LLC. | 1689933 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2567 | 376139 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SHELTON CAPITAL MANAGEMENT | 1002784 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39324 | 5762912 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Thrive Capital Management, LLC | 1845943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2874 | 421256 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| AFFINITY INVESTMENT ADVISORS, LLC | 1520601 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1829 | 268040 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Redmond Asset Management, LLC | 1567890 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8530 | 1250072 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ICW Investment Advisors LLC | 1794820 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4904 | 718614 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| DIXON FNANCIAL SERVICES, INC. | 1909993 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1576 | 230963 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| OneAscent Financial Services LLC | 1780985 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10575 | 1549835 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CRAWFORD INVESTMENT COUNSEL INC | 837592 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14892 | 2182439 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1901403 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11957 | 1752273 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9778065 | 1432975425 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Evercore Wealth Management, LLC | 1482689 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52703 | 7723632 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIDUCIARY FAMILY OFFICE, LLC | 2020280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19922 | 2919655 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| NORTHSTAR ASSET MANAGEMENT Co | 1132708 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3000 | 344970 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Quintet Private Bank (Europe) S.A. | 1977290 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1814 | 265842 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Lakeshore Financial Planning, Inc. | 2000571 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1973 | 289156 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Cambridge Financial Group, LLC | 2085256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1708 | 250258 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Westside Investment Management, Inc. | 1538383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13892 | 2036000 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Prescott Group Capital Management, L.L.C. | 1166152 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6176 | 905096 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| New Covenant Trust Company, N.A. | 2023097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4289 | 628553 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| WealthTrust Axiom LLC | 1425949 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7183 | 1052668 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Amitell Capital Pte Ltd | 1807559 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4969 | 728207 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 1907327 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1511 | 221419 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| LYNCH & ASSOCIATES/IN | 1108965 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3294 | 482736 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1860132 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1412 | 206929 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| R.H. Dinel Investment Counsel, Inc. | 1598352 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39600 | 5803380 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Ponta Wealth Partners, LLC | 2107740 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3728 | 546338 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BALLAST ADVISORS LLC | 1803415 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4771 | 699203 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Truvestments Capital LLC | 1750405 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17998 | 2637567 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Lloyd Advisory Services, LLC. | 1802474 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 725 | 106317 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3022689 | 442975073 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SITTNER & NELSON, LLC | 1846138 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1759 | 257782 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| REGATTA CAPITAL GROUP, LLC | 1911488 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5788 | 848277 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 2149656 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53390 | 7824243 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ADELL HARRIMAN & CARPENTER INC | 1134152 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90314 | 13235600 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Thrivent Financial for Lutherans | 314984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 381162 | 17107 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cauble & Harre Wealth Management, Inc. | 2064807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1954 | 286359 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HANCOCK WHITNEY CORP | 750577 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28344 | 4153813 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Southland Equity Partners LLC | 2006517 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2655 | 389061 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Ballast, Inc. | 1730477 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4426 | 648630 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Callan Family Office, LLC | 1938970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75139 | 11011561 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| INVESTED ADVISORS | 2090165 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1473 | 215868 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| 71 West Capital Partners | 2111530 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13384 | 1961425 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Fort Point Capital Partners LLC | 1589282 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7991 | 1171051 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Joel Isaacson & Co., LLC | 1599330 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20696 | 3033017 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Alpine Bank Wealth Management | 1974910 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9471 | 1387975 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| FIDUCIARY FINANCIAL GROUP, LLC | 1925420 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1998 | 292807 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| HEARTLAND ADVISORS INC | 937394 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 300 | 43965 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| GenWealth Group, Inc. | 1713678 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1645 | 241075 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.