Institutional manager
OPPENHEIMER & CO INC
Holds positions in 429 of the S&P 500, worth $4.80bn as reported for the quarter ended 31-mar-2026.
Positions held429of 488 index companies covered
Reported value$4.80bnS&P 500 positions only
Top ten weight36%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 429 held. The rest are smaller than every one of these.
Apple Inc.AAPL1.1m$281mInformation TechnologyMicrosoftMSFT757,482$280mInformation TechnologyAlphabet Inc. (Class A)GOOGL886,834$255mCommunication ServicesNvidiaNVDA1.2m$211mInformation TechnologyAmazonAMZN783,132$163mConsumer DiscretionaryJPMorgan ChaseJPM382,956$113mFinancialsMeta PlatformsMETA195,992$112mCommunication ServicesBerkshire HathawayBRK.B205,367$106mFinancialsBroadcomAVGO305,523$95mInformation TechnologyCostcoCOST93,698$93mConsumer StaplesLilly (Eli)LLY73,784$68mHealth CareTesla, Inc.TSLA156,006$58mConsumer DiscretionaryWalmartWMT463,259$58mConsumer StaplesQuanta ServicesPWR102,510$56mIndustrialsVisa Inc.V178,417$54mFinancialsGoldman SachsGS63,621$54mFinancialsCaterpillar Inc.CAT71,566$51mIndustrialsHome Depot (The)HD143,712$47mConsumer DiscretionaryExxonMobilXOM271,775$46mEnergyJohnson & JohnsonJNJ186,168$46mHealth CareTaiwan Semiconductor ManufacturingTSM126,044$43mAmgenAMGN119,841$42mHealth CareChevron CorporationCVX195,594$40mEnergyGilead SciencesGILD283,045$39mHealth CarePalantir TechnologiesPLTR261,217$38mInformation TechnologyRTX CorporationRTX183,279$35mIndustrialsAbbVieABBV156,065$34mHealth CareMarvell TechnologyMRVL341,725$34mInformation TechnologyNetflixNFLX348,410$33mCommunication ServicesMastercardMA60,452$30mFinancialsCorning Inc.GLW218,085$30mInformation TechnologyCiscoCSCO374,442$29mInformation TechnologyCitigroupC255,894$29mFinancialsMarathon PetroleumMPC118,429$29mEnergyVerizonVZ554,455$28mCommunication ServicesNextEra EnergyNEE294,952$27mUtilitiesEaton CorporationETN74,624$27mIndustrialsBank of AmericaBAC531,889$26mFinancialsWaste ManagementWM109,765$25mIndustrialsPfizerPFE831,613$23mHealth CareAdvanced Micro DevicesAMD111,409$23mInformation TechnologyMerck & Co.MRK184,185$22mHealth CareLowe'sLOW92,865$22mConsumer DiscretionaryProcter & GamblePG148,913$22mConsumer StaplesApplied MaterialsAMAT61,907$21mInformation TechnologyPepsiCoPEP133,806$21mConsumer StaplesPalo Alto NetworksPANW129,033$21mInformation TechnologyCrowdStrikeCRWD52,986$21mInformation TechnologyAmerican ExpressAXP67,830$21mFinancialsKKR & Co.KKR214,144$20mFinancialsIBMIBM77,472$19mInformation TechnologyENBRIDGE INCENB343,264$19mMcDonald'sMCD59,014$18mConsumer DiscretionaryLockheed MartinLMT29,597$18mIndustrialsO'Reilly AutomotiveORLY192,837$18mConsumer DiscretionaryMartin Marietta MaterialsMLM29,562$17mMaterialsRegeneron PharmaceuticalsREGN22,477$17mHealth CareNewmontNEM158,396$17mMaterialsMedtronicMDT197,025$17mHealth CareVertivVRT66,923$17mIndustrials
What this page is not
Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.
