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, Q3 2025
Institutional positions in Oppenheimer Holdings Inc as of Sep 30, 2025. 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
- 110
- +14 vs. Q2 2025
- Shares held
- 4.04M
- +73.1K (+1.8%) vs. Q2 2025
- Total value
- $298.2M
- +$37.6M (+14.4%) vs. Q2 2025
- New holders
- 22
- 40 more added
- Sold out
- 8
- 34 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Oppenheimer Holdings Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 34 | $2.52K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 33 | $2.00K | 0.00% | −1,344−97.6% | Reduced |
| CWM, LLC | 28 | $2.00K | 0.00% | −9−24.3% | Reduced |
| Fifth Third Bancorp | 25 | $1.85K | 0.00% | −7−21.9% | Reduced |
| GAMMA Investing LLC | 25 | $1.85K | 0.00% | −6−19.4% | Reduced |
| Harbour Investments, Inc. | 15 | $1.11K | 0.00% | +15 | New |
| Farther Finance Advisors, LLC | 5 | $370 | 0.00% | +5 | New |
| SRS Capital Advisors, Inc. | 1 | $73 | 0.00% | +1 | New |
| Wells Fargo & Company | 0 | $12 | 0.00% | −1−100.0% | Reduced |
| Avion Wealth | 11 | $0 | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 0 | $0 | 0.00% | −19,521−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −17,982−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,018−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −5,240−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |