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, Q4 2025
Institutional positions in Oppenheimer Holdings Inc as of Dec 31, 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
- 109
- 0 vs. Q3 2025
- Shares held
- 4.06M
- +30.3K (+0.8%) vs. Q3 2025
- Total value
- $293.6M
- −$4.14M (−1.4%) vs. Q3 2025
- New holders
- 16
- 39 more added
- Sold out
- 16
- 31 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Oppenheimer Holdings Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 110,906 | $8.02M | 0.00% | +19,558+21.4% | Added |
| Millennium Management LLC | 114,737 | $8.29M | 0.01% | +41,485+56.6% | Added |
| Greenwich Wealth Management LLC | 125,022 | $9.04M | 0.40% | 00.0% | Unchanged |
| RBF Capital, LLC | 163,771 | $11.8M | 0.54% | −1,229−0.7% | Reduced |
| BlackRock, Inc. | 176,211 | $12.7M | 0.00% | +6,544+3.9% | Added |
| American Century Companies Inc | 319,990 | $23.1M | 0.01% | +20,779+6.9% | Added |
| Vanguard Group Inc | 437,943 | $31.7M | 0.00% | +11,910+2.8% | Added |
| Dimensional Fund Advisors LP | 489,649 | $35.4M | 0.01% | −3,569−0.7% | Reduced |
| JB Capital Partners LP | 503,954 | $36.4M | 6.27% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 0 | $0 | 0.00% | −33,778−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −19,258−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −11,020−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −6,640−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,940−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,750−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −4,583−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −4,239−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −3,567−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,150−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −2,870−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,507−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −545−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |