DOSSIER · 13F-HR · Q4 2025

OPPENHEIMER & CO INC

OPPENHEIMER &'s asset manager based in Greenwich, CT $7.0B in tracked AUM across 1,523 positions as of Q4 2025.

O&
OPPENHEIMER &·Greenwich, CT·Asset Manager
CIK 0000822581 · last filed Dec 31, 2025
Total AUM
$7.0B
8.9%
vs prior
Holdings
1,523
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
Top sector
Tech
27% weight
concentration
AI Analysis · Q4 2025 · Q4 2025

OPPENHEIMER & CO INC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$339M700K4.8%
02
NVDA
NVIDIA CORPORATION
$221M1.2M3.1%
03
GOOGL
ALPHABET INC
$142M453K2.0%
04
GOOG
ALPHABET INC
$134M427K1.9%
05
JPM
JPMORGAN CHASE & CO.
$125M389K1.8%
06
META
META PLATFORMS INC
$122M184K1.7%
07
AVGO
BROADCOM INC
$102M296K1.5%
08
SPY
SPDR S&P 500 ETF TR
$82M120K1.2%
09
COST
COSTCO WHSL CORP NEW
$78M91K1.1%
10
LLY
ELI LILLY & CO
$75M69K1.1%

Filing history

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