Oppenheimer Holdings Inc

OPY

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

SEC filings (opens in a new tab)

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.

Q2 2026 vs. Q1 2026

How the institutions holding Oppenheimer Holdings Inc changed between Q1 2026 and Q2 2026.

All holders in Q2 2026 All holders in Q1 2026

13F holders of OPY: Q1 2026 compared with Q2 2026
Measure	Q1 2026	Of which not filed for Q2 2026	Q2 2026	Change
Holders	117	3	121	+7
Shares	4.24M	4.80K	4.40M	+173.2K (+4.1%)
Value	$376.7M	$428.5K	$463.7M	+$87.4M (+23.2%)

3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (24)

Institutions that held Oppenheimer Holdings Inc at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to OPY in Q2 2026
Institution	Shares	Value	% of portfolio
Credit Agricole S A	32,000	$3.38M	0.01%
AQR Capital Management LLC	18,351	$1.94M	0.00%
Y-Intercept (Hong Kong) Ltd	12,665	$1.34M	0.03%
Swiss National Bank	11,700	$1.23M	0.00%
California State Teachers Retirement System	6,468	$682.6K	0.00%
Precision Wealth Strategies, LLC	5,844	$616.8K	0.19%
Teacher Retirement System of Texas	5,348	$564.4K	0.00%
Vanguard Asset Management, Ltd	4,108	$433.6K	0.00%
Allianz Asset Management GmbH	3,869	$408.3K	0.00%
Lighthouse Investment Partners, LLC	2,869	$302.8K	0.01%
Jupiter Topco LLC	2,800	$295.4K	0.00%
Susquehanna International Group, LLP	2,719	$287.0K	0.00%
KLP Kapitalforvaltning AS	2,700	$285.0K	0.00%
JMN Financial LLC	2,046	$215.9K	0.17%
Toroso Investments, LLC	1,964	$207.3K	0.00%
Legal & General Group Plc	1,931	$203.8K	0.00%
Nisa Investment Advisors, LLC	451	$47.6K	0.00%
Macquarie Group Ltd	343	$36.2K	0.00%
Central Trust Co	141	$14.9K	0.00%
Group One Trading, L.P.	100	$10.6K	0.00%
Clearstead Advisors, LLC	52	$5.49K	0.00%
The PNC Financial Services Group, Inc.	27	$2.85K	0.00%
SJS Investment Consulting Inc.	5	$528	0.00%
Rothschild Investment LLC	1	$106	0.00%

Sold out (17)

Institutions that held Oppenheimer Holdings Inc at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of OPY in Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Greenwich Wealth Management LLC	100,872	$9.00M
TCW Group Inc	13,669	$1.22M
Tudor Investment Corp Et Al	12,643	$1.13M
Trexquant Investment LP	12,486	$1.11M
Quadrature Capital Ltd	8,083	$720.9K
Susquehanna Portfolio Strategies, LLC	4,342	$387.3K
Jump Financial, LLC	3,565	$318.0K
Virtu Financial LLC	3,526	$314.0K
VARCOV Co.	3,384	$301.8K
HRT Financial LP	3,298	$294.0K
CI Private Wealth, LLC	2,536	$226.2K
Oppenheimer & Co Inc	2,500	$223.0K
Caxton Associates LLP	2,367	$211.1K
Quadrant Capital Group LLC	412	$36.7K
Rhumbline Advisers	261	$23.3K
SBI Securities Co., Ltd.	34	$3.03K
Quarry LP	24	$2.14K

Not filed for Q2 2026 yet (3)

Institutions that held Oppenheimer Holdings Inc at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OPY in Q1 2026 that haven't filed for Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
DGS Capital Management, LLC	3,681	$328.3K
McIlrath & Eck, LLC	1,101	$98.2K
CWM, LLC	22	$1.96K