OPPENHEIMER ASSET MANAGEMENT INC.: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OPPENHEIMER ASSET MANAGEMENT INC. on MSFT, newest first. How the timeline and the estimate are built.

OPPENHEIMER ASSET MANAGEMENT INC. held 1,383,135 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

period ended2026-06-30
13F 1,383,135 shares
Change vs previous 13F -43,552 shares
2.72% of the 13F portfolio, value $515,937,020.
13F-HR 0000822581-26-000002 filed by OPPENHEIMER & CO INC
Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- OPPENHEIMER & CO INC: 732,035 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 651,100 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,426,687 shares
Change vs previous 13F +95,546 shares
3.11% of the 13F portfolio, value $528,116,729.
13F-HR 0000822581-26-000001 filed by OPPENHEIMER & CO INC
Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- OPPENHEIMER & CO INC: 757,482 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 669,205 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,331,141 shares
Change vs previous 13F -22,248 shares
4.24% of the 13F portfolio, value $643,766,408.
13F-HR 0001085146-26-000134 filed by OPPENHEIMER & CO INC
Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- OPPENHEIMER & CO INC: 700,036 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 631,105 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,353,389 shares
Change vs previous 13F -1,577 shares
4.05% of the 13F portfolio, value $700,987,834.
13F-HR 0000822581-25-000003 filed by OPPENHEIMER & CO INC
Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- OPPENHEIMER & CO INC: 702,090 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 651,299 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,354,966 shares
Change vs previous 13F -3,253 shares
4.14% of the 13F portfolio, value $673,973,636.
13F-HR 0001085146-25-004369 filed by OPPENHEIMER & CO INC
Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- OPPENHEIMER & CO INC: 700,470 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 654,496 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,358,219 shares
Change vs previous 13F -19,636 shares
3.47% of the 13F portfolio, value $509,861,831.
13F-HR 0001085146-25-002234 filed by OPPENHEIMER & CO INC
Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- OPPENHEIMER & CO INC: 696,901 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 661,318 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,377,855 shares
Change vs previous 13F -3,387 shares
3.89% of the 13F portfolio, value $580,765,886.
13F-HR 0001085146-25-000778 filed by OPPENHEIMER & CO INC
Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- OPPENHEIMER & CO INC: 708,591 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 669,264 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 1,381,242 shares
Change vs previous 13F not available
4% of the 13F portfolio, value $594,348,435.
13F-HR 0001085146-24-005360 filed by OPPENHEIMER & CO INC
Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- OPPENHEIMER & CO INC: 706,809 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 674,433 shares
Acceptance time not in the bulk data set (spec §4.2).