Oppenheimer & CO Inc Portfolio Holdings
Oppenheimer & CO Inc
- $7.83 Billion
- Q3 2025
Oppenheimer & CO Inc has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $7.83 Billion distributed in 1646 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $364M, Apple Inc. with a value of $286M, Nvidia Corp with a value of $218M, Amazon Com Inc with a value of $155M, and Meta Platforms, Inc. with a value of $132M.
Examining the 13F form we can see an increase of $601M in the current position value, from $7.23B to 7.83B.
Oppenheimer & CO Inc is based out at New York, NY
Below you can find more details about Oppenheimer & CO Inc portfolio as well as his latest detailed transactions.
Portfolio value
$7.83 Billion
ETFs: $2.08 Billion
Technology: $1.68 Billion
Financial Services: $894 Million
Industrials: $634 Million
Consumer Cyclical: $536 Million
Communication Services: $536 Million
Healthcare: $496 Million
Energy: $286 Million
Other: $648 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,646
- Current Value $7.83 Billion
- Prior Value $7.23 Billion
- Filing
- Period Q3 2025
- Filing Date November 05, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 148 stocks
- Additional Purchases 725 stocks
- Sold out of 0 stocks
- Reduced holdings in 670 stocks