Entity type
Company
Filer Snapshot
OppenheimerFunds, Inc.
CIK 0000728889. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
24
Latest filing
13 May 2019
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q1 2019. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$80.41B
1,774 holdings for Q1 2019
Open portfolioLargest parsed holding
BABA
$3.54B reported value
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
Invesco Commercial Real Estate Finance Trust, Inc.
29 May 2026
Open owner pageSave this filer page
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Source: SEC Form 13F
View source filing
13F-HR filed on 13 May 2019 for CIK 0000728889.
- Parsed SEC ownership signals
-
Parsed SEC ownership coverage
These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.
13F portfolio$80.41BQuarterly institutional holdings reported on Form 13F.
Latest reported 13F value
13F$80.41BReported market value from the latest parsed Form 13F information table; this is not total assets under management.
Largest 13F holdings
13FBABA MSFT META GOOGL HTHT+15 more
AMZN ET SPGI IBN UNH YUMC MRK INTU JPM ELV C A AAPL TGE MSILargest symbols in the latest parsed Form 13F information table.
Largest 13F holdings
Largest symbols in the latest parsed Form 13F information table.
BABA MSFT META GOOGL HTHT AMZN ET SPGI+12 more
IBN UNH YUMC MRK INTU JPM ELV C A AAPL TGE MSIHow to read these SEC ownership signals
- Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
- Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
- Business address
- 225 Liberty Street, New York, NY, 10281-1008
- Incorporated in
- CO
- Fiscal year end
- 31 December
- Former names on EDGAR
- OPPENHEIMER FUNDS INC (to 03 Dec 2015), OPPENHEIMER MANAGEMENT CORP (to 07 Feb 2002)
Ownership signals
CIK-linked ownership evidence from parsed SEC filings.
1 signal
At a glance
Names, identifiers, and filing context for this profile.
1 identity field
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available
Filer intelligence
What SEC filings say about OppenheimerFunds, Inc.
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $80.41B across 1,774 reported holdings for Q1 2019.
- Largest parsed 13F holding: BABA at $3.54B.
- Forms 3/4/5 show insider context for Invesco Commercial Real Estate Finance Trust, Inc..
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
12%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$9.37B
Compared with $80.41B total 13F value.
Top 5 net change
-$71.04M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: PG ยท Largest trim: PEP
BABA
MSFT
META
GOOGL
HTHT
Other holdings
Forms 3/4/5 insider context
Invesco Commercial Real Estate Finance Trust, Inc.
29 May 2026
Latest update
What changed recently for OppenheimerFunds, Inc.
Latest ownership report period: 29 May 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
01 Jun 2026
Page type
Ownership filings
Latest period
29 May 2026
Ownership context was refreshed from SEC Forms 3/4/5 filed on 01 Jun 2026.
Benchmark Context
Benchmark context for this company
OppenheimerFunds, Inc. has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest ownership report period: 29 May 2026. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0000728889 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
24
First seen
12 Feb 2014
Latest filing
13 May 2019
Entity
Company
Observed form types
13F-HR
13F-HR/A
Latest Filings
Showing the latest 12 of 24 SEC filings for OppenheimerFunds, Inc..
13F-HR
13F-HR filing
- Filing date
- 13 May 2019
- Reporting date
- 31 Mar 2019
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 11 Feb 2019
- Reporting date
- 31 Dec 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 Nov 2018
- Reporting date
- 30 Sep 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 Aug 2018
- Reporting date
- 30 Jun 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 11 May 2018
- Reporting date
- 31 Mar 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 12 Feb 2018
- Reporting date
- 31 Dec 2017
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 Nov 2017
- Reporting date
- 30 Sep 2017
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 14 Aug 2017
- Reporting date
- 30 Jun 2017
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 11 May 2017
- Reporting date
- 31 Mar 2017
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 14 Feb 2017
- Reporting date
- 31 Dec 2016
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 14 Nov 2016
- Reporting date
- 30 Sep 2016
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 11 Aug 2016
- Reporting date
- 30 Jun 2016
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing