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, Q2 2022
Institutional positions in Oppenheimer Holdings Inc as of Jun 30, 2022. 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
- 86
- −13 vs. Q1 2022
- Shares held
- 4.81M
- −469.9K (−8.9%) vs. Q1 2022
- Total value
- $158.9M
- −$71.1M (−30.9%) vs. Q1 2022
- New holders
- 12
- 28 more added
- Sold out
- 25
- 36 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 121 | $463.7M |
| Q1 2026 | 117 | $376.7M |
| Q4 2025 | 109 | $293.6M |
| Q3 2025 | 110 | $298.2M |
| Q2 2025 | 98 | $262.2M |
| Q1 2025 | 87 | $225.4M |
| Q4 2024 | 96 | $236.8M |
| Q3 2024 | 89 | $186.3M |
| Q2 2024 | 81 | $165.4M |
| Q1 2024 | 72 | $132.9M |
| Q4 2023 | 77 | $140.9M |
| Q3 2023 | 76 | $130.1M |
| Q2 2023 | 88 | $156.0M |
| Q1 2023 | 85 | $164.3M |
| Q4 2022 | 79 | $174.6M |
| Q3 2022 | 79 | $139.0M |
| Q2 2022 | 86 | $158.9M |
| Q1 2022 | 101 | $231.0M |
| Q4 2021 | 101 | $257.1M |
| Q3 2021 | 96 | $244.7M |
| Q2 2021 | 99 | $281.2M |
| Q1 2021 | 96 | $215.2M |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Oppenheimer Holdings Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −4,910−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −4,872−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −4,771−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,454−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,211−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −780−100.0% | Sold out |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |