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Oppenheimer Holdings Inc

OPY
Exchange
NYSE
Industry
Security Brokers, Dealers & Flotation Companies
SEC CIK
0000791963

No open-market purchases or sales by Oppenheimer Holdings Inc insiders were filed in the last 90 days; 121 institutions reported holding it in 13F filings for Q2 2026, worth $463.7M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Oppenheimer Holdings Inc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
96
No complete 13F data for Q4 2020
Shares held
5.37M
No complete 13F data for Q4 2020
Total value
$215.2M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting OPY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 96 institutions
Q1 2021: 96 institutionsQ2 2021: 99 institutionsQ3 2021: 96 institutionsQ4 2021: 101 institutionsQ1 2022: 101 institutionsQ2 2022: 86 institutionsQ3 2022: 79 institutionsQ4 2022: 79 institutionsQ1 2023: 85 institutionsQ2 2023: 88 institutionsQ3 2023: 76 institutionsQ4 2023: 77 institutionsQ1 2024: 72 institutionsQ2 2024: 81 institutionsQ3 2024: 89 institutionsQ4 2024: 96 institutionsQ1 2025: 87 institutionsQ2 2025: 98 institutionsQ3 2025: 110 institutionsQ4 2025: 109 institutionsQ1 2026: 117 institutionsQ2 2026: 121 institutions
Value heldQ1 2021: $215.2M
Q1 2021: $215.2MQ2 2021: $281.2MQ3 2021: $244.7MQ4 2021: $257.1MQ1 2022: $231.0MQ2 2022: $158.9MQ3 2022: $139.0MQ4 2022: $174.6MQ1 2023: $164.3MQ2 2023: $156.0MQ3 2023: $130.1MQ4 2023: $140.9MQ1 2024: $132.9MQ2 2024: $165.4MQ3 2024: $186.3MQ4 2024: $236.8MQ1 2025: $225.4MQ2 2025: $262.2MQ3 2025: $298.2MQ4 2025: $293.6MQ1 2026: $376.7MQ2 2026: $463.7M
Institutions holding OPY and their total value by quarter
QuarterHoldersValue
Q2 2026121$463.7M
Q1 2026117$376.7M
Q4 2025109$293.6M
Q3 2025110$298.2M
Q2 202598$262.2M
Q1 202587$225.4M
Q4 202496$236.8M
Q3 202489$186.3M
Q2 202481$165.4M
Q1 202472$132.9M
Q4 202377$140.9M
Q3 202376$130.1M
Q2 202388$156.0M
Q1 202385$164.3M
Q4 202279$174.6M
Q3 202279$139.0M
Q2 202286$158.9M
Q1 2022101$231.0M
Q4 2021101$257.1M
Q3 202196$244.7M
Q2 202199$281.2M
Q1 202196$215.2M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Oppenheimer Holdings Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding OPY in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
US Bancorp27$1.00K0.00%––
Signaturefd, LLC19$1.00K0.00%––
Lindbrook Capital, LLC13$1.00K0.00%––
Tarbox Family Office, Inc.45$2.00K0.00%––
Advisor Group Holdings, Inc.125$5.00K0.00%––
Duncker Streett & Co Inc600$24.0K0.00%––
Citigroup Inc625$25.0K0.00%––
Anchor Investment Management, LLC650$26.0K0.00%––
Quantbot Technologies LP700$28.0K0.00%––
Legal & General Group Plc734$29.0K0.00%––
Lazard Asset Management LLC905$36.0K0.00%––
Ameritas Investment Partners, Inc.932$37.0K0.00%––
Point72 Hong Kong Ltd1,327$53.0K0.00%––
UBS Group AG3,227$129.0K0.00%––
Metropolitan Life Insurance Co3,382$135.4K0.00%––
Tower Research Capital LLC (TRC)3,491$139.0K0.00%––
BNP Paribas Arbitrage, SA4,341$173.9K0.00%––
MetLife Investment Management4,905$196.4K0.00%––
Paloma Partners Management Co5,022$201.0K0.01%––
Jacobs Levy Equity Management, Inc5,049$202.0K0.00%––
Group One Trading, L.P.5,130$205.0K0.00%––
Los Angeles Capital Management LLC5,275$211.0K0.00%––
Manufacturers Life Insurance Company, The5,339$214.0K0.00%––
Trexquant Investment LP5,367$215.0K0.02%––
Simplex Trading, LLC5,406$216.0K0.01%––
American International Group, Inc.5,409$217.0K0.00%––
Nisa Investment Advisors, LLC5,700$228.0K0.00%––
State of Wisconsin Investment Board5,800$232.0K0.00%––
Deutsche Bank AG5,952$238.0K0.00%––
Connor, Clark & Lunn Investment Management Ltd.6,002$240.0K0.00%––
Mackay Shields LLC6,100$244.0K0.00%––
Brandywine Global Investment Management, LLC6,252$250.0K0.00%––
Algert Global LLC6,341$254.0K0.08%––
Meeder Asset Management Inc6,538$262.0K0.01%––
Oppenheimer & Co Inc6,549$262.0K0.01%––
Thrivent Financial for Lutherans6,782$272.0K0.00%––
Bailard, Inc.6,900$276.0K0.01%––
O'Shaughnessy Asset Management, LLC7,168$287.0K0.01%––
Barclays PLC7,757$310.0K0.00%––
Alps Advisors Inc7,980$320.0K0.00%––
New York State Common Retirement Fund9,300$372.0K0.00%––
Quadrature Capital Ltd9,714$389.0K0.02%––
Jane Street Group, LLC9,776$392.0K0.00%––
IndexIQ Advisors LLC9,964$399.0K0.01%––
Dynamic Technology Lab Private Ltd10,663$427.0K0.05%––
Captrust Financial Advisors10,929$438.0K0.00%––
Exchange Traded Concepts, LLC11,857$475.0K0.02%––
Gsa Capital Partners LLP12,865$515.0K0.09%––
Royal Bank of Canada13,111$525.0K0.00%––
Shell Asset Management Co13,902$557.0K0.01%––
Voya Investment Management LLC14,002$561.0K0.00%––
California State Teachers Retirement System14,044$562.0K0.00%––
American Century Companies Inc14,471$580.0K0.00%––
Rhumbline Advisers14,580$584.0K0.00%––
Cubist Systematic Strategies, LLC14,571$584.0K0.01%––
Two Sigma Investments, LP15,970$640.0K0.00%––
Susquehanna Fundamental Investments, LLC16,614$665.0K0.01%––
Bank of America Corp16,682$668.0K0.00%––
Parametric Portfolio Associates LLC17,504$701.0K0.00%––
Squarepoint Ops LLC17,747$711.0K0.01%––
Ameriprise Financial Inc18,595$745.0K0.00%––
California Public Employees Retirement System19,500$781.0K0.00%––
Winton Group Ltd20,667$828.0K0.05%––
Wells Fargo & Company22,523$902.0K0.00%––
Morgan Stanley22,707$909.0K0.00%––
Marshall Wace, LLP23,606$945.0K0.00%––
JPMorgan Chase & Co23,917$958.0K0.00%––
First Trust Advisors LP24,160$968.0K0.00%––
Man Group plc25,256$1.01M0.00%––
Two Sigma Advisers, LP36,686$1.47M0.00%––
Federation des caisses Desjardins du Quebec38,500$1.54M0.02%––
Panagora Asset Management Inc43,967$1.76M0.01%––
Susquehanna International Group, LLP44,403$1.78M0.00%––
Nuveen Asset Management, LLC46,719$1.87M0.00%––
Citadel Advisors LLC55,273$2.21M0.00%––
State Board of Administration of Florida Retirement System61,200$2.45M0.00%––
Charles Schwab Investment Management Inc64,875$2.60M0.00%––
Bank of New York Mellon Corp70,568$2.83M0.00%––
Bridgeway Capital Management, LLC83,812$3.36M0.06%––
AQR Capital Management LLC85,340$3.42M0.01%––
Northern Trust Corp92,417$3.70M0.00%––
Prudential Financial Inc93,692$3.75M0.01%––
Russell Investments Group, Ltd.95,057$3.80M0.01%––
Globeflex Capital L P100,831$4.04M0.74%––
Millennium Management LLC105,751$4.24M0.01%––
Bank of Montreal110,327$4.62M0.00%––
Arrowstreet Capital, Limited Partnership166,224$6.66M0.01%––
Renaissance Technologies LLC170,800$6.84M0.01%––
Goldman Sachs Group Inc210,402$8.43M0.00%––
State Street Corp213,425$8.55M0.00%––
Geode Capital Management, LLC225,360$9.03M0.00%––
Greenwich Wealth Management LLC305,703$12.2M0.98%––
JB Capital Partners LP383,387$15.4M4.07%––
Vanguard Group Inc478,395$19.2M0.00%––
Dimensional Fund Advisors LP561,413$22.5M0.01%––
BlackRock Inc.795,793$31.9M0.00%––