Obermeyer Wood Investment Counsel, Lllp

13F Filings History

Latest 13F report
Q2 2025 - Aug 5, 2025
Value $
$2.01B
Signature - Title
Alexandra Phillips - President
Location
Aspen, CO
Summary
This page shows a list of all the recent 13F filings made by Obermeyer Wood Investment Counsel, Lllp. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Obermeyer Wood Investment Counsel, Lllp reported 277 stock holdings with total value $2.01B as of Q2 2025. Top holdings included MSFT, QUAL, BRKB, VOO, and GOOG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 277 $2.01B +$159M -$155M +$3.96M MSFT, QUAL, BRKB, VOO, GOOG 13F-HR 8/5/2025, 02:34 PM
Q1 2025 261 $1.87B +$98.6M -$82.8M +$15.8M BRKB, QUAL, MSFT, AAPL, MOAT 13F-HR 5/5/2025, 07:21 PM
Q4 2024 257 $1.92B +$136M -$92.7M +$43M BRKB, QUAL, AAPL, MSFT, MOAT 13F-HR 2/13/2025, 08:06 PM
Q3 2024 259 $1.87B +$156M -$123M +$32.8M BRKB, QUAL, MSFT, AAPL, MOAT 13F-HR 11/5/2024, 01:56 PM
Q2 2024 246 $1.74B +$194M -$153M +$40.8M QUAL, BRKB, MSFT, AAPL, GOOG 13F-HR 7/31/2024, 07:43 PM
Q1 2024 253 $1.7B +$191M -$89.2M +$102M BRKB, QUAL, MSFT, GOOG, MOAT 13F-HR 5/6/2024, 09:42 PM
Q4 2023 218 $1.46B +$78.3M -$87.8M -$9.46M BRKB, MSFT, QUAL, GOOG, AAPL 13F-HR 1/31/2024, 03:52 PM
Q3 2023 229 $1.34B +$39.8M -$46.7M -$6.88M BRKB, MSFT, GOOG, QUAL, AAPL 13F-HR 11/8/2023, 05:07 PM
Q2 2023 214 $1.39B +$244M -$267M -$22.9M BRKB, MSFT, AAPL, GOOG, AON 13F-HR 8/4/2023, 05:52 PM
Q1 2023 217 $1.34B +$73.3M -$112M -$38.4M BRKB, MSFT, GOOG, AON, UNH 13F-HR 5/9/2023, 05:07 PM
Q4 2022 226 $1.32B +$39.2M -$44M -$4.86M BRKB, UNH, MSFT, AON, MA 13F-HR 2/8/2023, 03:57 PM
Q3 2022 213 $1.23B +$87.1M -$28.8M +$58.3M BRKB, UNH, MSFT, GOOG, AON 13F-HR 12/8/2022, 06:51 PM
Q2 2022 208 $1.36B +$186M -$41.6M +$145M BRKB, MSFT, UNH, GOOG, AON 13F-HR 8/15/2022, 05:15 PM
Q1 2022 236 $1.66B +$164M -$152M +$12.8M BRKB, GOOG, MSFT, AON, UNH 13F-HR 5/16/2022, 03:51 PM
Q4 2021 233 $1.87B +$95.5M -$114M -$18.3M NVDA, MSFT, GOOG, UNH, AVTR 13F-HR 1/31/2022, 02:27 PM
Q3 2021 218 $1.81B +$165M -$82.5M +$82M NVDA, GOOG, MSFT, AVTR, AON 13F-HR 10/19/2021, 01:21 PM
Q2 2021 211 $1.8B +$86.5M -$65.4M +$21.1M NVDA, GOOG, MSFT, BRKB, GS 13F-HR 7/29/2021, 03:23 PM
Q1 2021 202 $1.63B +$147M -$94.5M +$52.8M GOOG, MSFT, NVDA, MA, DLB 13F-HR 5/7/2021, 07:00 PM
Q4 2020 162 $1.51B +$92M -$44.9M +$47.2M MA, GOOG, NVDA, MSFT, DLB 13F-HR 2/2/2021, 06:48 PM
Q3 2020 146 $1.34B +$153M -$71.8M +$81M NVDA, MA, MSFT, GOOG, BALL 13F-HR 10/22/2020, 05:06 PM
Q2 2020 137 $1.18B +$118M -$42.4M +$75.3M NVDA, MA, MSFT, GOOG, EBAY 13F-HR 7/20/2020, 04:55 PM
Q1 2020 119 $936M +$77.1M -$46.5M +$30.6M MA, NVDA, GOOG, MSFT, CCI 13F-HR 4/30/2020, 04:33 PM
Q4 2019 133 $1.13B +$42M -$59.3M -$17.3M MA, GOOG, AONXXXX, MSFT, NKE 13F-HR 2/3/2020, 12:00 PM
Q3 2019 122 $1.08B +$99.4M -$149M -$49.1M MA, BALL, GOOG, AONXXXX, NKE 13F-HR 11/6/2019, 04:02 PM
Q2 2019 118 $1.11B +$58.6M -$65.3M -$6.71M MA, BALL, GOOG, AONXXXX, TROW 13F-HR 8/13/2019, 11:36 AM
Q1 2019 113 $1.06B +$98.6M -$140M -$41.3M MA, GOOG, BALL, AONXXXX, NKE 13F-HR 5/2/2019, 08:15 PM
Q4 2018 110 $988M +$72M -$86.7M -$14.7M MA, GOOG, INTC, IDTI, BALL 13F-HR 2/11/2019, 07:25 PM
Q3 2018 119 $1.18B +$45.7M -$47.7M -$1.97M MA, GOOG, IDTI, INTC, RHI 13F-HR 11/7/2018, 03:59 PM
Q2 2018 115 $1.12B +$107M -$79.6M +$27.7M MA, GOOG, INTC, TROW, RHI 13F-HR 8/8/2018, 11:48 AM
Q1 2018 110 $1.1B +$186M -$210M -$23.3M MA, INTC, GOOG, BAC, GS 13F-HR 5/7/2018, 12:09 PM
Q4 2017 120 $1.14B +$39.8M -$32.6M +$7.14M CELG, MA, GOOG, BAC, INTC 13F-HR 2/12/2018, 03:22 PM
Q3 2017 117 $1.15B +$36.4M -$42.2M -$5.78M CELG, MA, GOOG, BAC, GS 13F-HR 11/2/2017, 05:24 PM
Q2 2017 128 $1.13B +$136M -$112M +$24M CELG, GOOG, MA, MCD, BAC 13F-HR 8/3/2017, 08:59 AM
Q1 2017 129 $1.09B +$102M -$38.7M +$63.8M CELG, GOOG, MA, GS, BAC 13F-HR 5/9/2017, 04:53 PM
Q4 2016 131 $1.05B +$18.3M -$68.5M -$50.2M CELG, GS, GOOG, MA, MCD 13F-HR 2/13/2017, 11:51 AM
Q3 2016 128 $1.04B +$8.51M -$24.1M -$15.6M CELG, BKD, GOOG, MA, MCD 13F-HR 11/4/2016, 04:27 PM
Q2 2016 128 $1.01B +$85.7M -$262M -$176M CELG, BKD, MCD, GOOG, MA 13F-HR 8/2/2016, 06:40 PM
Q1 2016 122 $1.08B +$74.3M -$28.1M +$46.2M CELG, BKD, MCD, GOOG, MA 13F-HR 5/10/2016, 08:03 PM
Q4 2015 121 $1.1B +$246M -$82M +$164M CELG, AGN, MA, GOOG, MCD 13F-HR 2/2/2016, 07:57 PM
Q3 2015 119 $949M +$86.3M -$65.9M +$20.4M CELG, MA, GM, CBRE, MET 13F-HR 11/6/2015, 03:46 PM
Q2 2015 129 $1.17B +$223M -$124M +$99.3M CELG, MA, MET, CBRE, GM 13F-HR 8/11/2015, 01:34 PM
Q1 2015 137 $1.17B +$190M -$79M +$111M CELG, MA, GM, BAC, UNH 13F-HR 5/12/2015, 07:42 PM
Q4 2014 139 $1.09B +$699M -$20.6M +$678M CELG, MA, UNH, ORCL, BAC 13F-HR 2/5/2015, 05:09 PM
Q3 2014 65 $396M +$5.64M -$2.79M +$2.86M UNH, MDTXXXX, KRE, POT, GLD 13F-HR 10/28/2014, 02:42 PM
Q2 2014 64 $400M +$27.8M -$7.64M +$20.2M UNH, KRE, MDTXXXX, GLD, POT 13F-HR 7/18/2014, 10:09 AM
Q1 2014 63 $400M +$46.9M -$18.9M +$28M UNH, KRE, MDTXXXX, GLD, POT 13F-HR 4/16/2014, 06:52 PM
Q4 2013 61 $392M KRE, UNH, GLD, POT, BRKB 13F-HR 1/14/2014, 08:49 AM