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 2026
Institutional positions in Oppenheimer Holdings Inc as of Sep 30, 2026. 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
Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.
- Institutional holders
- 1
- 0 vs. Q2 2026
- Shares held
- 60
- 0 (0.0%) vs. Q2 2026
- Total value
- $7.08K
- +$746 (+11.8%) vs. Q2 2026
- New holders
- 0
- 0 more added
- Sold out
- 0
- 0 more reduced
120 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2026: 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 2026
Shares, value and share of portfolio for each institution holding Oppenheimer Holdings Inc; share changes are against Q2 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Signaturefd, LLC | – | – | – | – | Not filed |
| Ares Financial Consulting, LLC | – | – | – | – | Not filed |
| Barclays PLC | – | – | – | – | Not filed |
| Central Trust Co | – | – | – | – | Not filed |
| Wealth Enhancement Advisory Services, LLC | – | – | – | – | Not filed |
| Allworth Financial LP | – | – | – | – | Not filed |
| Group One Trading, L.P. | – | – | – | – | Not filed |
| Armstrong Advisory Group, Inc | – | – | – | – | Not filed |
| Clearstead Advisors, LLC | – | – | – | – | Not filed |
| Pinnacle Wealth Planning Services, Inc. | – | – | – | – | Not filed |
| US Bancorp | – | – | – | – | Not filed |
| Bessemer Group Inc | – | – | – | – | Not filed |
| Farther Finance Advisors, LLC | – | – | – | – | Not filed |
| Smartleaf Asset Management LLC | – | – | – | – | Not filed |
| Fifth Third Bancorp | – | – | – | – | Not filed |
| The PNC Financial Services Group, Inc. | – | – | – | – | Not filed |
| Royal Bank of Canada | – | – | – | – | Not filed |
| Avion Wealth | – | – | – | – | Not filed |
| SRS Capital Advisors, Inc. | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |
| Rothschild Investment LLC | – | – | – | – | Not filed |