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Disclosery

ORCL ORACLE CORP

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COM (common), issuer CIK 1341439

3,305 managers (3,355 13F filers) reported a position in ORCL shares at 2024-12-31, 1,227,623,893 shares in all. 166 filers opened a position and 115 filers sold out during the quarter.

Managers
3,305
13F filers
3,355
New
166
Added
1,291
Reduced
1,169
Sold out
115
Shares held by filers
1,227,623,893

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MOODY LYNN LIEBERSON & WALKER, LLC26,252$4.37M0.27%+15,02013F-HRTimeline
Inlet Private Wealth, LLC26,171$4.36M1.15%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.25,918$4.32M1.29%+20013F-HRTimeline
HANCOCK WHITNEY CORP25,814$4.3M0.14%+20113F-HRTimeline
Sowell Financial Services LLC25,778$4.3M0.23%+22413F-HRTimeline
AMARILLO NATIONAL BANK25,522$4.25M0.78%013F-HRTimeline
Callan Family Office, LLC25,493$4.25M0.27%+20,98413F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC25,470$4.24M0.8%+16313F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…25,401$4.23M0.45%+11,97113F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC25,352$4.22M0.23%-68513F-HRTimeline
SYON CAPITAL LLC25,177$4.2M0.38%-2,12113F-HRTimeline
Summit Trail Advisors, LLC25,172$4.19M0.15%+4,83113F-HRTimeline
TCV Trust & Wealth Management, Inc.25,111$4.18M0.39%-67513F-HRTimeline
HCR Wealth Advisors25,080$4.18M0.52%+33013F-HRTimeline
Vectors Research Management, LLC25,001$4.17M1.42%013F-HRTimeline
MIdWestOne Financial Group, Inc.24,968$4.16M0.58%-32613F-HRTimeline
MATHER GROUP, LLC.24,925$4.15M0.05%+13713F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …24,900$4.15M0.14%new13F-HRTimelineGroup
GKV Capital Management Co., Inc.24,855$4.14M1.69%13F-HRTimeline
Keene & Associates, Inc.24,801$4.13M3.32%-2,00913F-HRTimeline
QV Investors Inc.24,765$4.13M0.43%-9,32013F-HRTimeline
Te Ahumairangi Investment Management Ltd24,718$4.12M0.86%-7,64013F-HRTimeline
Boston Common Asset Management, LLC24,716$4.12M0.12%+38613F-HRTimeline
Private Wealth Partners, LLC24,605$4.1M0.31%-46913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.24,558$4.09M0.04%+3,82613F-HRTimelineGroup
FARMERS TRUST CO24,456$4.08M0.76%+4,99213F-HRTimeline
Impact Capital Partners LLC24,379$4.06M1.45%13F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.24,167$4.03M1.22%+49913F-HRTimeline
CHASE INVESTMENT COUNSEL CORP24,092$4.01M1.29%-32613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC24,036$4.01M0.13%+3,11813F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC24,008$4M0.67%-17013F-HRTimeline
KKM Financial LLC24,000$4M1.67%+1,07613F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG23,956$3.99M0.07%+15,38113F-HRTimelineGroup
BERKSHIRE ASSET MANAGEMENT LLC/PA21,704$3.98M0.19%-1,42413F-HRTimeline
TOBAM23,890$3.98M1.21%-18,03613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Town & Country Bank & Trust CO dba Firs…23,832$3.97M1.55%-1,21113F-HRTimeline
Y-Intercept (Hong Kong) Ltd23,776$3.96M0.26%new13F-HRTimeline
CAPITAL ADVISORS INC/OK23,736$3.96M0.08%+1,00613F-HRTimeline
MUFG SECURITIES AMERICAS INC.23,725$3.95M0.5%13F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC27,858$3.93M2.48%013F-HRTimeline
Court Place Advisors, LLC23,527$3.92M1.27%-1,54813F-HRTimeline
Lummis Asset Management, LP23,482$3.91M4.96%-1,30713F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…23,456$3.91M2.74%-15513F-HRTimeline
Freedom Together Foundation23,444$3.91M0.43%-91,00013F-HRTimeline
Argyle Capital Management, LLC23,440$3.91M1.54%+6913F-HRTimeline
AIA Group Ltdin group AIA Group Ltd23,156$3.86M0.09%+12,70913F-HRTimelineGroup
Generali Investments, Management Co LLC23,152$3.86M1%13F-HRTimeline
CHURCHILL MANAGEMENT Corp23,142$3.86M0.04%+36813F-HRTimeline
Silvant Capital Management LLC23,089$3.85M0.16%013F-HRTimeline
Frank, Rimerman Advisors LLC23,019$3.84M0.28%-2,14913F-HRTimeline
Fort Sheridan Advisors LLC23,017$3.84M0.56%+15013F-HRTimeline
Central Pacific Bank - Trust Division22,996$3.83M0.5%+3,28413F-HRTimeline
Caldwell Trust Co22,840$3.81M0.4%-2513F-HRTimeline
Citadel Investment Advisory, Inc.22,831$3.81M1.97%+26413F-HRTimeline
Leonteq Securities AG22,737$3.79M0.37%+8,99613F-HRTimeline
Sound View Wealth Advisors Group, LLC22,690$3.78M0.3%-8813F-HRTimeline
ALERUS FINANCIAL NA22,689$3.78M0.29%-1,39313F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC22,661$3.78M0.05%+3913F-HRTimeline
Maven Securities LTDin group Maven Securities LTD22,632$3.77M0.61%-57013F-HRTimelineGroup
Rathbones Group PLC22,587$3.76M0.02%-10,09013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC22,468$3.74M0.17%-1,74113F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC22,411$3.73M0.15%+2,79113F-HRTimeline
Midwest Professional Planners, LTD.22,351$3.72M1.11%+1,49213F-HRTimeline
MONETARY MANAGEMENT GROUP INC22,285$3.71M0.96%+15013F-HRTimeline
SHELL ASSET MANAGEMENT CO22,259$3.71M0.16%+14,96813F-HRTimeline
Venture Visionary Partners LLC22,247$3.71M0.16%-94313F-HR/ATimeline
Banque Transatlantique SAin group Banque Transatlantique SA22,085$3.7M0.09%13F-HRTimelineGroup
AlphaCore Capital LLC22,130$3.69M0.8%+6,70513F-HRTimeline
Capital Planning Advisors, LLC22,047$3.67M0.57%-2,02813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC22,040$3.67M0.11%+5,83613F-HRTimelineGroup
Texas Bank & Trust Co22,026$3.67M1.51%13F-HRTimeline
Agate Pass Investment Management, LLC21,997$3.67M1.66%+48113F-HRTimeline
Callan Capital, LLC21,935$3.66M0.27%+1913F-HRTimeline
Gilliland Jeter Wealth Management LLC21,878$3.65M1.23%-713F-HRTimeline
Saranac Partners Ltd21,860$3.64M2.01%new13F-HRTimeline
Wealthspire Advisors, LLC21,781$3.63M0.04%+83513F-HRTimeline
Great Diamond Partners, LLC21,760$3.63M0.94%+27613F-HRTimeline
Trivium Point Advisory, LLC21,759$3.63M0.46%-44213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC21,698$3.62M0.22%+9,29313F-HRTimeline
Taylor Financial Group, Inc.21,616$3.6M2.5%-10013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC21,583$3.6M1.43%+1,15513F-HRTimeline
Jacobi Capital Management LLC21,556$3.59M0.27%-48313F-HRTimeline
Bank of New Hampshire21,461$3.58M0.92%-37413F-HRTimeline
GFG Capital, LLC21,388$3.56M0.98%+33013F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC21,386$3.56M1.27%+5,01513F-HRTimeline
Geneos Wealth Management Inc.21,352$3.56M0.12%+76513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV21,270$3.54M0.26%+44813F-HRTimeline
Reynders McVeigh Capital Management, LLC21,031$3.5M0.18%-1,42113F-HRTimeline
Leeward Financial Partners, LLC21,008$3.5M1.25%new13F-HRTimeline
Autumn Glory Partners, LLC20,993$3.5M1.72%-3,30213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…20,914$3.49M0.08%+88813F-HRTimelineGroup
ARCADIA INVESTMENT MANAGEMENT CORP/MI20,910$3.48M0.56%-6,41013F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC20,755$3.46M0.51%-10013F-HRTimeline
OCONNOR, A Distinct Business Unit of UB…20,729$3.45M0.09%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Katamaran Capital LLP20,689$3.45M4.61%13F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…20,628$3.44M0.36%-1,08913F-HRTimelineGroup
Qtron Investments LLC20,568$3.43M0.48%-1,62113F-HRTimeline
Brooklyn Investment Group20,567$3.43M1.02%+6,97413F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC20,545$3.42M0.14%-7213F-HRTimeline
Avantax Planning Partners, Inc.20,519$3.42M0.12%+42913F-HRTimeline
Continuum Advisory, LLC20,491$3.41M0.44%-15313F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC20,462$3.41M0.15%+1,16613F-HRTimeline
Signet Investment Advisory Group, Inc.20,458$3.41M1.74%-30213F-HRTimeline
FORA Capital, LLC20,365$3.39M0.39%new13F-HRTimeline
Nemes Rush Group LLC20,357$3.39M0.42%+2,14013F-HRTimeline
KCM INVESTMENT ADVISORS LLC20,338$3.39M0.12%-36713F-HRTimeline
Concentric Capital Strategies, LP20,319$3.39M0.21%-26,12613F-HRTimeline
Quantitative Investment Management, LLC20,277$3.38M0.25%+9,16813F-HRTimeline
King Wealth Management Group20,195$3.37M0.49%-1,41413F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC20,106$3.35M0.22%+1,62013F-HRTimelineGroup
EADS & HEALD WEALTH MANAGEMENT20,071$3.35M1.65%-1,46013F-HRTimeline
Institute for Wealth Management, LLC.20,051$3.34M0.42%+1,55513F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.20,003$3.33M1.34%+2,11813F-HRTimeline
RFG Advisory, LLC19,982$3.33M0.09%+1,41113F-HRTimeline
Game Plan Financial Advisors, LLC19,968$3.33M1.58%-60413F-HRTimeline
Atala Financial Inc19,940$3.32M2.33%13F-HRTimeline
ASPIRIANT, LLC19,761$3.29M0.12%-22813F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC19,759$3.29M0.2%-1,81913F-HRTimeline
United Asset Strategies, Inc.19,749$3.29M0.3%+24813F-HRTimeline
Legal Advantage Investments, Inc.19,746$3.29M1.74%-30013F-HRTimeline
Legacy Trust19,721$3.29M0.76%-21513F-HRTimeline
Harbour Capital Advisors, LLC19,701$3.28M0.73%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC19,584$3.26M1.28%+1,34013F-HRTimeline
HARBOUR INVESTMENTS, INC.19,561$3.26M0.09%+62413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd19,558$3.26M0.27%+18,29513F-HRTimelineGroup
SANDERS MORRIS HARRIS LLC19,485$3.25M0.49%+2513F-HRTimeline
Parkside Financial Bank & Trust19,496$3.25M0.43%+33213F-HRTimeline
Roberts Wealth Advisors, LLC20,518$3.25M0.99%-11613F-HRTimeline
Citizens National Bank Trust Department19,487$3.25M0.69%-15513F-HRTimeline
Truvestments Capital LLC19,438$3.24M0.83%-89513F-HRTimeline
Abacus Wealth Partners, LLC19,399$3.23M0.48%-78713F-HRTimeline
HBK Sorce Advisory LLC19,395$3.23M0.1%+54013F-HRTimeline
Compton Wealth Advisory Group, LLC19,382$3.23M0.83%013F-HRTimeline
Venturi Wealth Management, LLC19,228$3.2M0.16%+2,85113F-HRTimeline
Chicago Partners Investment Group LLC19,633$3.2M0.11%+33313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management19,215$3.2M0.1%+18113F-HRTimelineGroup
Lindsell Train Ltd19,200$3.2M0.08%013F-HRTimeline
Northstar Advisory Group, LLC19,153$3.19M1.63%+40613F-HRTimeline
Cercano Management LLC19,133$3.19M0.08%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC19,112$3.18M0.26%+3,47913F-HR/ATimeline
Catherine Avery Investment Management L…19,095$3.18M2.81%13F-HR/ATimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…19,086$3.18M0.03%new13F-HRTimelineGroup
Wynn Capital, LLC19,055$3.18M2%+2813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…19,034$3.17M0.47%+30813F-HRTimeline
DAVIS R M INC18,983$3.16M0.06%+8013F-HRTimeline
Westmount Partners, LLC18,980$3.16M0.96%-1,38813F-HRTimeline
IHT Wealth Management, LLC18,979$3.16M0.1%-2,63113F-HRTimeline
L.M. KOHN & COMPANY18,966$3.16M0.82%+87513F-HRTimeline
Legacy Financial Advisors, Inc.18,961$3.16M0.52%-49513F-HRTimeline
CABOT WEALTH MANAGEMENT INC18,941$3.16M0.4%-32313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC18,919$3.15M0.24%-58713F-HRTimeline
Field & Main Bank18,895$3.15M1.11%+6513F-HRTimeline
JGP Wealth Management, LLC18,882$3.15M0.41%+2013F-HRTimeline
Smartleaf Asset Management LLC18,840$3.14M0.32%+1,41013F-HRTimeline
BOWEN HANES & CO INC18,708$3.12M0.08%013F-HRTimeline
RDA Financial Network18,707$3.12M0.91%+29813F-HRTimeline
Clarius Group, LLC18,681$3.11M0.21%-1,61713F-HRTimeline
Wealth Alliance Advisory Group, LLC18,666$3.11M0.66%+1,30613F-HRTimeline
Linden Thomas Advisory Services, LLC18,598$3.1M0.39%-613F-HRTimeline
Patriot Financial Group Insurance Agenc…18,540$3.09M0.41%+96613F-HRTimeline
Scott & Selber, Inc.18,499$3.08M0.93%-33313F-HRTimeline
Joel Isaacson & Co., LLC18,491$3.08M0.14%+4,75213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC18,484$3.08M0.09%-2,27113F-HRTimeline
HUB Investment Partners, LLC18,456$3.08M0.13%+8,29413F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC18,348$3.06M1.81%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC18,303$3.05M0.29%-62513F-HRTimeline
Journey Advisory Group, LLC21,555$3.04M0.36%013F-HRTimeline
LOUISBOURG INVESTMENTS INC.19,839$3.04M0.8%-25013F-HRTimeline
Lindbrook Capital, LLC18,237$3.04M0.27%+5513F-HRTimeline
Pacific Sage Partners, LLC18,186$3.03M0.69%-17513F-HRTimeline
Orange Investment Advisors, Inc.18,182$3.03M0.34%-30813F-HRTimeline
Buckingham Capital Management, Inc.18,053$3.01M0.35%+2,88013F-HRTimeline
WASHINGTON TRUST Co18,045$3.01M0.11%+51013F-HRTimeline
FAGAN ASSOCIATES, INC.18,026$3M0.48%-3113F-HRTimeline
Bollard Group LLC17,911$2.98M0.08%-3,25213F-HRTimeline
Trust Asset Management LLC17,898$2.98M0.23%013F-HRTimeline
Semmax Financial Advisors Inc.17,039$2.96M0.79%-82613F-HRTimeline
GLOBALT Investments LLC / GA17,767$2.96M0.11%+6,08713F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC17,763$2.96M0.49%+13713F-HRTimeline
PITCAIRN COin group PITCAIRN CO17,754$2.96M0.17%+58413F-HRTimelineGroup
SWS Partners17,725$2.95M0.89%+23613F-HRTimeline
Centric Wealth Management17,676$2.95M0.8%013F-HRTimeline
Grey Ledge Advisors, LLC17,619$2.94M0.76%-37213F-HRTimeline
PDS Planning, Inc17,580$2.93M0.26%+1,49313F-HRTimeline
Arkadios Wealth Advisors17,568$2.93M0.16%-3,24813F-HRTimeline
Washington Trust Bank17,490$2.91M0.28%-1,72613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PERSONAL CFO SOLUTIONS, LLC17,350$2.89M0.57%+3,67013F-HRTimeline
GeoWealth Management, LLC17,330$2.89M0.09%+27413F-HRTimeline
ALTA CAPITAL MANAGEMENT LLC/17,327$2.89M0.17%+5,29813F-HRTimeline
CoreCap Advisors, LLC17,290$2.88M0.13%+5,04613F-HRTimeline
LM Advisors LLC17,280$2.88M0.52%+4813F-HR/ATimeline
VERUS CAPITAL PARTNERS, LLC17,267$2.88M0.27%+99613F-HR/ATimeline
ARBOR TRUST WEALTH ADVISORS, LLC17,129$2.85M1.34%+713F-HRTimeline
Insight Inv LLC17,128$2.85M1.99%-33513F-HRTimeline
Empower Advisory Group, LLC17,066$2.84M0.01%-2,61913F-HRTimeline
Supplemental Annuity Collective Trust o…17,000$2.83M0.83%013F-HRTimeline
Martin Capital Advisors, LLP16,933$2.82M1.82%-5513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…15,293$2.82M0.16%+4,52513F-HRTimeline
Compound Planning, Inc.16,903$2.82M0.14%+2,32413F-HRTimeline
Cable Hill Partners, LLC16,900$2.82M0.28%+19813F-HRTimeline