BHP BHP BILLITON LTD SPONSORED ADR

Ownership history in OPPENHEIMER & CO INC  ·  77 quarters on record

AI Ownership Summary

OPPENHEIMER & CO INC reported BHP BILLITON LTD SPONSORED ADR (BHP) in 77 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.03% in 2023 Q4. The latest visible filing shows BHP at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BHP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OPPENHEIMER & CO INC's position in BHP BILLITON LTD SPONSORED ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BHP was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How OPPENHEIMER & CO INC held BHP — position size vs. price
% of Fund (quarterly)    BHP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 28,448 -76 -0.3% 0.02% $1.6M 2025-11-06 $54.54
2025 Q2 ADDED 28,524 +1,400 +5.2% 0.02% $1.4M 2025-07-31 $49.69
2025 Q1 ADDED 27,124 +2,333 +9.4% 0.02% $1.3M 2025-04-23 $47.45
2024 Q4 ADDED 24,791 +2,697 +12.2% 0.02% $1.2M 2025-02-05 $48.12
2024 Q3 REDUCED 22,094 -1,946 -8.1% 0.02% $1.4M 2024-11-05 $54.49
2024 Q2 ADDED 24,040 +166 +0.7% 0.02% $1.4M 2024-08-08 $49.69
2024 Q1 ADDED 23,874 +1,834 +8.3% 0.02% $1.4M 2024-05-07 $53.73
2023 Q4 REDUCED 22,040 -1,163 -5.0% 0.03% $1.5M 2024-02-13 $53.74
69 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About OPPENHEIMER & CO INC and BHP

These are the practical questions this page is built to answer before you even open the full history table.

How long has OPPENHEIMER & CO INC reported owning BHP?

OPPENHEIMER & CO INC reported BHP across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported BHP position in OPPENHEIMER & CO INC's portfolio?

The largest reported portfolio weight for BHP was 0.03% in 2023 Q4.

What is the latest reported BHP position on this page?

The most recent filing on this page is 2025 Q3, when OPPENHEIMER & CO INC reported 28,448 shares, equal to 0.02% of portfolio, with an estimated market value of $1.6M.

What does the chart on this BHP ownership page compare?

The chart compares OPPENHEIMER & CO INC's quarterly BHP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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