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.
Q4 2024 vs. Q3 2024
How the institutions holding Oppenheimer Holdings Inc changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Q4 2024 | Change |
|---|---|---|---|
| Holders | 89 | 96 | +7 |
| Shares | 3.65M | 3.70M | +49.7K (+1.4%) |
| Value | $186.3M | $236.8M | +$50.5M (+27.1%) |
New holders (16)
Institutions that held Oppenheimer Holdings Inc at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Royce & Associates LP | 37,501 | $2.40M | 0.02% |
| Boothbay Fund Management, LLC | 26,783 | $1.72M | 0.05% |
| EAM Investors, LLC | 16,843 | $1.08M | 0.15% |
| Boston Partners | 12,833 | $822.5K | 0.00% |
| Walleye Capital LLC | 9,426 | $604.1K | 0.01% |
| KLP Kapitalforvaltning AS | 4,800 | $307.6K | 0.00% |
| Metis Global Partners, LLC | 3,651 | $234.0K | 0.01% |
| Occudo Quantitative Strategies LP | 3,549 | $227.5K | 0.04% |
| Charles Schwab Investment Management Inc | 3,500 | $224.3K | 0.00% |
| Susquehanna Fundamental Investments, LLC | 3,465 | $222.1K | 0.00% |
| Jump Financial, LLC | 3,200 | $205.1K | 0.00% |
| Tower Research Capital LLC (TRC) | 1,352 | $86.7K | 0.00% |
| Gordian Capital Singapore Pte Ltd | 1,200 | $76.9K | 0.04% |
| R Squared Ltd | 90 | $5.77K | 0.01% |
| Armstrong Advisory Group, Inc | 60 | $3.85K | 0.00% |
| CWM, LLC | 47 | $3.00K | 0.00% |
Sold out (9)
Institutions that held Oppenheimer Holdings Inc at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Federation des caisses Desjardins du Quebec | 38,500 | $1.97M |
| Petrus Trust Company, LTA | 7,573 | $387.4K |
| ExodusPoint Capital Management, LP | 6,717 | $344.0K |
| Balyasny Asset Management LLC | 5,889 | $301.3K |
| Quadrature Capital Ltd | 5,671 | $289.9K |
| Simplex Trading, LLC | 3,373 | $172.0K |
| Catalyst Funds Management Pty Ltd | 240 | $12.3K |
| Aquatic Capital Management LLC | 200 | $10.2K |
| Avion Wealth | 11 | $0 |