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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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