13F Filings History of Obermeyer Wealth Partners

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$2,188,191,321
Signature - Title
Alexandra Phillips - President
Location
Aspen, CO
Summary
This page shows a list of all the recent 13F filings made by Obermeyer Wealth Partners. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Obermeyer Wealth Partners reported 288 stock holdings with total value $2,188,191,321 as of Q4 2025. Top holdings included GOOG, QUAL, MSFT, VOO, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 288 $2,188,191,321 +$114,286,832 -$99,448,814 +$14,838,018 GOOG, QUAL, MSFT, VOO, AAPL 13F-HR 28 Jan 2026, 21:43
Q3 2025 294 $2,134,744,178 +$84,745,731 -$93,134,387 -$8,388,656 MSFT, QUAL, GOOG, VOO, AAPL 13F-HR 27 Oct 2025, 13:44
Q2 2025 277 $2,008,597,237 +$159,431,097 -$155,473,445 +$3,957,652 MSFT, QUAL, BRKB, VOO, GOOG 13F-HR 05 Aug 2025, 14:34
Q1 2025 261 $1,874,306,422 +$98,589,817 -$82,810,784 +$15,779,033 BRKB, QUAL, MSFT, AAPL, MOAT 13F-HR 05 May 2025, 19:21
Q4 2024 257 $1,919,967,395 +$135,757,234 -$92,746,769 +$43,010,465 BRKB, QUAL, AAPL, MSFT, MOAT 13F-HR 13 Feb 2025, 20:06
Q3 2024 259 $1,868,117,000 +$155,892,542 -$123,100,978 +$32,791,564 BRKB, QUAL, MSFT, AAPL, MOAT 13F-HR 05 Nov 2024, 13:56
Q2 2024 246 $1,740,253,525 +$193,932,172 -$153,139,858 +$40,792,314 QUAL, BRKB, MSFT, AAPL, GOOG 13F-HR 31 Jul 2024, 19:43
Q1 2024 253 $1,697,634,143 +$191,239,532 -$89,165,997 +$102,073,535 BRKB, QUAL, MSFT, GOOG, MOAT 13F-HR 06 May 2024, 21:42
Q4 2023 218 $1,464,280,787 +$78,325,215 -$87,784,043 -$9,458,828 BRKB, MSFT, QUAL, GOOG, AAPL 13F-HR 31 Jan 2024, 15:52
Q3 2023 214 $1,344,932,018 +$39,820,814 -$46,698,029 -$6,877,215 BRKB, MSFT, GOOG, QUAL, AAPL 13F-HR 08 Nov 2023, 17:07
Q2 2023 214 $1,390,822,416 +$243,987,943 -$270,545,370 -$26,557,427 BRKB, MSFT, AAPL, GOOG, AON 13F-HR 04 Aug 2023, 17:52
Q1 2023 218 $1,340,192,899 +$73,321,439 -$144,242,015 -$70,920,576 BRKB, MSFT, GOOG, AON, UNH 13F-HR 09 May 2023, 17:07
Q4 2022 226 $1,322,263,999 +$39,172,728 -$48,242,427 -$9,069,699 BRKB, UNH, MSFT, AON, MA 13F-HR 08 Feb 2023, 16:57
Q3 2022 213 $1,234,018,000 +$87,108,298 -$43,233,286 +$43,875,012 BRKB, UNH, MSFT, GOOG, AON 13F-HR 08 Dec 2022, 19:51
Q2 2022 208 $1,362,226,000 +$186,239,245 -$198,360,249 -$12,121,004 BRKB, MSFT, UNH, GOOG, AON 13F-HR 15 Aug 2022, 17:15
Q1 2022 237 $1,663,034,000 +$164,476,756 -$154,860,326 +$9,616,430 BRKB, GOOG, MSFT, AON, UNH 13F-HR 16 May 2022, 15:51
Q4 2021 233 $1,867,004,000 +$95,516,010 -$124,932,932 -$29,416,922 NVDA, MSFT, GOOG, UNH, AVTR 13F-HR 31 Jan 2022, 15:27
Q3 2021 218 $1,806,521,000 +$164,549,581 -$82,539,489 +$82,010,092 NVDA, GOOG, MSFT, AVTR, AON 13F-HR 19 Oct 2021, 13:21
Q2 2021 211 $1,797,552,000 +$86,489,068 -$65,363,408 +$21,125,660 NVDA, GOOG, MSFT, BRKB, GS 13F-HR 29 Jul 2021, 15:23
Q1 2021 202 $1,626,967,000 +$147,274,650 -$94,505,080 +$52,769,570 GOOG, MSFT, NVDA, MA, DLB 13F-HR 07 May 2021, 19:00
Q4 2020 162 $1,506,284,000 +$92,041,695 -$45,920,220 +$46,121,475 MA, GOOG, NVDA, MSFT, DLB 13F-HR 02 Feb 2021, 19:48
Q3 2020 146 $1,335,197,000 +$152,783,289 -$111,970,440 +$40,812,849 NVDA, MA, MSFT, GOOG, BALL 13F-HR 22 Oct 2020, 17:06
Q2 2020 137 $1,182,857,000 +$117,769,763 -$76,445,062 +$41,324,701 NVDA, MA, MSFT, GOOG, EBAY 13F-HR 20 Jul 2020, 16:55
Q1 2020 119 $935,524,000 +$77,075,352 -$114,446,924 -$37,371,572 MA, NVDA, GOOG, MSFT, CCI 13F-HR 30 Apr 2020, 16:33
Q4 2019 133 $1,129,570,000 +$41,964,360 -$79,116,066 -$37,151,706 MA, GOOG, AON, MSFT, NKE 13F-HR 03 Feb 2020, 13:00
Q3 2019 122 $1,081,061,000 +$99,379,401 -$155,491,476 -$56,112,075 MA, BALL, GOOG, AON, NKE 13F-HR 06 Nov 2019, 17:02
Q2 2019 118 $1,111,526,000 +$58,622,916 -$66,764,315 -$8,141,399 MA, BALL, GOOG, AON, TROW 13F-HR 13 Aug 2019, 11:36
Q1 2019 113 $1,064,158,000 +$98,701,424 -$161,939,945 -$63,238,521 MA, GOOG, BALL, AON, NKE 13F-HR 02 May 2019, 20:15
Q4 2018 110 $987,721,000 +$71,998,251 -$140,661,247 -$68,662,996 MA, GOOG, INTC, IDTI, BALL 13F-HR 11 Feb 2019, 20:25
Q3 2018 119 $1,182,986,000 +$45,683,377 -$48,619,501 -$2,936,124 MA, GOOG, IDTI, INTC, RHI 13F-HR 07 Nov 2018, 16:59
Q2 2018 115 $1,123,902,000 +$107,335,439 -$88,027,046 +$19,308,393 MA, GOOG, INTC, TROW, RHI 13F-HR 08 Aug 2018, 11:48
Q1 2018 111 $1,101,857,000 +$186,463,841 -$218,058,912 -$31,595,071 MA, INTC, GOOG, BAC, GS 13F-HR 07 May 2018, 12:09
Q4 2017 121 $1,144,892,000 +$39,763,683 -$73,216,727 -$33,453,044 CELG, MA, GOOG, BAC, INTC 13F-HR 12 Feb 2018, 16:22
Q3 2017 117 $1,154,272,000 +$36,383,384 -$68,073,664 -$31,690,280 CELG, MA, GOOG, BAC, GS 13F-HR 02 Nov 2017, 17:24
Q2 2017 128 $1,127,594,000 +$135,998,829 -$133,178,726 +$2,820,103 CELG, GOOG, MA, MCD, BAC 13F-HR 03 Aug 2017, 08:59
Q1 2017 129 $1,086,309,000 +$102,448,314 -$96,853,181 +$5,595,133 CELG, GOOG, MA, GS, BAC 13F-HR 09 May 2017, 16:53
Q4 2016 131 $1,045,417,000 +$18,288,199 -$74,687,551 -$56,399,352 CELG, GS, GOOG, MA, MCD 13F-HR 13 Feb 2017, 12:51
Q3 2016 129 $1,042,583,000 +$8,513,041 -$30,062,737 -$21,549,696 CELG, BKD, GOOG, MA, MCD 13F-HR 04 Nov 2016, 16:27
Q2 2016 128 $1,005,123,000 +$85,734,304 -$129,197,177 -$43,462,873 CELG, BKD, MCD, GOOG, MA 13F-HR 02 Aug 2016, 18:40
Q1 2016 123 $1,077,607,000 +$74,311,463 -$30,653,849 +$43,657,614 CELG, BKD, MCD, GOOG, MA 13F-HR 10 May 2016, 20:03
Q4 2015 122 $1,095,030,000 +$245,709,191 -$146,801,170 +$98,908,021 CELG, AGN, MA, GOOG, MCD 13F-HR 02 Feb 2016, 20:57
Q3 2015 119 $949,143,000 +$86,338,489 -$185,750,582 -$99,412,093 CELG, MA, GM, CBRE, MET 13F-HR 06 Nov 2015, 16:46
Q2 2015 129 $1,172,217,000 +$189,655,685 -$228,632,352 -$38,976,667 CELG, MA, MET, CBRE, GM 13F-HR 11 Aug 2015, 13:34
Q1 2015 140 $1,173,489,000 +$190,023,703 -$120,222,327 +$69,801,376 CELG, MA, GM, BAC, UNH 13F-HR 12 May 2015, 19:42
Q4 2014 140 $1,094,074,000 +$698,766,364 -$18,844,027 +$679,922,337 CELG, MA, UNH, ORCL, BAC 13F-HR 05 Feb 2015, 18:09
Q3 2014 66 $395,909,000 +$5,644,346 -$3,409,790 +$2,234,556 UNH, MDT, KRE, POT, GLD 13F-HR 28 Oct 2014, 14:42
Q2 2014 65 $400,108,000 +$27,815,380 -$33,796,328 -$5,980,948 UNH, KRE, MDT, GLD, POT 13F-HR 18 Jul 2014, 10:09
Q1 2014 63 $400,439,000 +$46,893,679 -$44,863,773 +$2,029,906 UNH, KRE, MDT, GLD, POT 13F-HR 16 Apr 2014, 18:52
Q4 2013 61 $391,847,000 $0 $0 $0 KRE, UNH, GLD, POT, BRKB 13F-HR 14 Jan 2014, 09:49