Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc., headquartered in New York City, is a leading independent investment bank and full-service wealth management firm with a history dating back to 1881. The firm operates 92 retail branches and employs more than 2,900 people, including over 1,000 financial professionals. Oppenheimer serves high-net-worth individuals, families, businesses, institutions, foundations, and pension plans by providing financial advice, asset management, investment products, capital market services, and tailored solutions for complex financial needs.
Investment Strategy
Oppenheimer & Co. Inc. pursues an integrated, client-focused investment strategy that blends traditional and specialized financial products to meet the unique goals of individuals, families, and institutions. The firm leverages a team-based approach, offering tailored advice and flexible solutions across equities, fixed income, alternative assets, and capital markets transactions. Oppenheimer emphasizes independent thinking, trusted research, and open architecture, enabling clients to benefit from innovative strategies, objective advice, and access to a broad universe of investment opportunities. Its investment banking division specializes in strategic advisory, capital raising, M&A, and restructuring, particularly for emerging growth and mid-sized companies.
Latest 13F Filing Activity
Oppenheimer & Co. Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 1,582 equity positions with a total 13F market value of $8B. The fund increased holdings in Microsoft Corp., Servicetitan Inc., Nvidia Corporation among other positions. Oppenheimer & Co. Inc. reduced exposure to Apple Inc., Pacer FDS TR, Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (1,582)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.61% | $348.4M | 700,470 | $96.15 | $497.41 | +$86.8M |
A AAPL | APPLE INC | 3.06% | $231.3M | 1,127,141 | $40.75 | $205.17 | -$21.6M |
N NVDA | NVIDIA CORPORATION | 2.65% | $200.2M | 1,267,402 | $10.86 | $157.99 | +$63.9M |
A AMZN | AMAZON COM INC | 2.05% | $155.3M | 708,036 | $96.56 | $219.39 | +$34.9M |
M META | META PLATFORMS INC | 1.77% | $134.0M | 181,487 | $231.19 | $738.09 | +$33.6M |