Oppenheimer & CO Inc Portfolio Holdings
Oppenheimer & CO Inc
- $6.43 Billion
- Q1 2025
Oppenheimer & CO Inc has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $6.43 Billion distributed in 1564 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $262M, Apple Inc. with a value of $253M, Nvidia Corp with a value of $136M, Amazon Com Inc with a value of $120M, and Berkshire Hathaway Inc Class B with a value of $106M.
Examining the 13F form we can see an decrease of $82.8M in the current position value, from $6.52B to 6.43B.
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
$6.43 Billion
ETFs: $1.66 Billion
Technology: $1.22 Billion
Financial Services: $780 Million
Industrials: $499 Million
Healthcare: $498 Million
Consumer Cyclical: $447 Million
Communication Services: $414 Million
Consumer Defensive: $288 Million
Other: $603 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 1,564
- Current Value $6.43 Billion
- Prior Value $6.52 Billion
- Filing
- Period Q1 2025
- Filing Date April 22, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 146 stocks
- Additional Purchases 789 stocks
- Sold out of 0 stocks
- Reduced holdings in 542 stocks