Oppenheimer & CO Inc Portfolio Holdings
Oppenheimer & CO Inc
- $7.23 Billion
- Q2 2025
Oppenheimer & CO Inc has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $7.23 Billion distributed in 1603 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $348M, Apple Inc. with a value of $231M, Nvidia Corp with a value of $200M, Amazon Com Inc with a value of $155M, and Meta Platforms, Inc. with a value of $134M.
Examining the 13F form we can see an increase of $794M in the current position value, from $6.43B to 7.23B.
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
$7.23 Billion
ETFs: $1.91 Billion
Technology: $1.51 Billion
Financial Services: $860 Million
Industrials: $587 Million
Consumer Cyclical: $491 Million
Healthcare: $484 Million
Communication Services: $483 Million
Consumer Defensive: $289 Million
Other: $590 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,603
- Current Value $7.23 Billion
- Prior Value $6.43 Billion
- Filing
- Period Q2 2025
- Filing Date July 31, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 149 stocks
- Additional Purchases 726 stocks
- Sold out of 0 stocks
- Reduced holdings in 643 stocks