Oppenheimer Asset Management Inc. has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $8.74 Billion distributed in 3337 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $337M, Spdr Bloomberg 1 3 Month T Bil with a value of $211M, Nvidia Corp with a value of $187M, Amazon Com Inc with a value of $155M, and Jpmorgan Chase & CO with a value of $145M.
Examining the 13F form we can see an increase of $337M in the current position value, from $8.4B to 8.74B.
Oppenheimer Asset Management Inc. is based out at New York, NY
Below you can find more details about Oppenheimer Asset Management Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$8.74 Billion
Technology: $2.02 Billion
Financial Services: $1.19 Billion
ETFs: $999 Million
Healthcare: $985 Million
Consumer Cyclical: $900 Million
Industrials: $827 Million
Communication Services: $569 Million
Consumer Defensive: $397 Million
Other: $850 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions