SEC 13F Intelligence

Managers / Q4 2021 · view latest →

OPPENHEIMER & CO INC

CIK 0000822581 · 85 BROAD ST, NEW YORK, NY, 10004 · 2126675421

Reported Value
$5.7B
Q4 2021
Positions
1,485
Filings on Record
30
2019–present window
Filed
Feb 2, 2022
original filing

Summary

Oppenheimer & Co Inc reported $5.7B in U.S.-listed holdings across 1,485 positions for Q4 2021.

Its largest position, AAPL, represents 4.6% of the portfolio.

Compared with Q3 2021, the fund opened 131 new positions and exited 131.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $3.2BQ4 ’18Q1 ’19: $3.7BQ2 ’19: $3.7BQ3 ’19: $3.7BQ4 ’19: $4.0BQ4 ’19Q1 ’20: $3.3BQ2 ’20: $3.9BQ3 ’20: $4.0BQ4 ’20: $4.7BQ4 ’20Q1 ’21: $5.0BQ2 ’21: $5.6BQ3 ’21: $5.3BQ4 ’21: $5.7BQ4 ’21Q1 ’22: $5.5BQ2 ’22: $4.6BQ3 ’22: $4.3BQ4 ’22: $4.39TQ4 ’22Q1 ’23: $4.7BQ2 ’23: $5.0BQ3 ’23: $4.8BQ4 ’23: $5.4BQ4 ’23Q1 ’24: $6.0BQ2 ’24: $6.3BQ3 ’24: $6.6BQ4 ’24: $6.7BQ4 ’24Q1 ’25: $6.6BQ2 ’25: $7.6BQ3 ’25: $8.2BQ4 ’25: $7.0BQ4 ’25Q1 ’26: $8.2Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 71.1%ETP: 19.6%Other: 3.4%REIT: 2.4%ADR: 1.8%Other: 1.7%
  • Common Stock · 71.1% · $4.1B
  • ETP · 19.6% · $1.1B
  • Other · 3.4% · $195M
  • REIT · 2.4% · $137M
  • ADR · 1.8% · $102M
  • Other · 1.7% · $96M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2021

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$8.2B1,683Apr 24, 202613F-HRchanges · EDGAR ↗
Q4 2025$7.0B1,523Feb 2, 202613F-HRchanges · EDGAR ↗
Q3 2025$8.2B1,646Nov 6, 202513F-HRchanges · EDGAR ↗
Q2 2025$7.6B1,603Jul 31, 202513F-HRchanges · EDGAR ↗
Q1 2025$6.6B1,564Apr 23, 202513F-HRchanges · EDGAR ↗
Q4 2024$6.7B1,548Feb 5, 202513F-HRchanges · EDGAR ↗
Q3 2024$6.6B1,506Nov 5, 202413F-HRchanges · EDGAR ↗
Q2 2024$6.3B1,430Aug 8, 202413F-HRchanges · EDGAR ↗
Q1 2024$6.0B1,436May 7, 202413F-HRchanges · EDGAR ↗
Q4 2023$5.4B1,383Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$4.8B1,375Nov 8, 202313F-HRchanges · EDGAR ↗
Q2 2023$5.0B1,411Aug 3, 202313F-HRchanges · EDGAR ↗
Q1 2023$4.7B1,378May 10, 202313F-HRchanges · EDGAR ↗
Q4 2022$4.39T1,348Feb 8, 202313F-HRchanges · EDGAR ↗
Q3 2022$4.3B1,360Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$4.6B1,403Aug 8, 202213F-HRchanges · EDGAR ↗
Q1 2022$5.5B1,463May 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$5.7B1,485Feb 2, 202213F-HRchanges · EDGAR ↗
Q3 2021$5.3B1,485Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$5.6B1,502Aug 3, 202113F-HRchanges · EDGAR ↗
Q1 2021$5.0B1,432May 10, 202113F-HRchanges · EDGAR ↗
Q4 2020$4.7B1,340Feb 11, 202113F-HRchanges · EDGAR ↗
Q3 2020$4.0B1,275Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$3.9B1,252Aug 11, 202013F-HRchanges · EDGAR ↗
Q1 2020$3.3B1,191May 8, 202013F-HRchanges · EDGAR ↗
Q4 2019$4.0B1,273Feb 7, 202013F-HRchanges · EDGAR ↗
Q3 2019$3.7B1,252Oct 31, 201913F-HRchanges · EDGAR ↗
Q2 2019$3.7B1,299Aug 9, 201913F-HRchanges · EDGAR ↗
Q1 2019$3.7B1,344Apr 24, 201913F-HRchanges · EDGAR ↗
Q4 2018$3.2B1,237Jan 29, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.