OPPENHEIMER & CO INC
RIA/Wealth
OPPENHEIMER & CO INC is a RIA/Wealth based in New York, NY led by Robert Steven Lowenthal, reporting $32.4B in AUM as of Q3 2025 with MSFT as the largest holding (4% allocation).
CEORobert Steven Lowenthal
- Portfolio Value
- $8.2B
- Positions
- 1,628
- Top Holding
- MSFT at 4.45%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in OPPENHEIMER & CO INC's portfolio (20.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $363.6M | 4.45% | +$839.1K Bought | 0.01% 702.1K shares | |
Consumer Electronics Technology | $285.6M | 3.49% | -$1.4M Sold | 0.01% 1.1M shares | |
Semiconductors Technology | $218.5M | 2.67% | -$18.0M Sold | 0.00% 1.2M shares | |
Specialty Retail Consumer Cyclical | $155.4M | 1.90% | -$41.5K Sold | 0.01% 707.8K shares | |
Internet Content & Information Communication Services | $131.6M | 1.61% | -$1.7M Sold | 0.01% 179.2K shares | |
Banks - Diversified Financial Services | $126.8M | 1.55% | -$1.2M Sold | 0.01% 402.0K shares | |
Internet Content & Information Communication Services | $113.3M | 1.39% | -$5.2M Sold | 0.00% 466.2K shares | |
Internet Content & Information Communication Services | $102.7M | 1.26% | -$686.1K Sold | 0.00% 421.5K shares | |
Semiconductors Technology | $102.2M | 1.25% | +$1.3M Bought | 0.01% 309.7K shares | |
Insurance - Diversified Financial Services | $100.5M | 1.23% | -$846.6K Sold | 0.01% 200.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in OPPENHEIMER & CO INC's latest filing
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Analytics
Portfolio insights and performance metrics for OPPENHEIMER & CO INC
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