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, Q2 2026
Institutional positions in Oppenheimer Holdings Inc as of Jun 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
- Institutional holders
- 121
- +7 vs. Q1 2026
- Shares held
- 4.40M
- +173.2K (+4.1%) vs. Q1 2026
- Total value
- $463.7M
- +$87.4M (+23.2%) vs. Q1 2026
- New holders
- 24
- 48 more added
- Sold out
- 17
- 31 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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, Q2 2026
Shares, value and share of portfolio for each institution holding Oppenheimer Holdings Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ares Financial Consulting, LLC | 212 | $22.4K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 177 | $18.7K | 0.00% | −162−47.8% | Reduced |
| Central Trust Co | 141 | $14.9K | 0.00% | +141 | New |
| Wealth Enhancement Advisory Services, LLC | 11,572 | $14.5K | 0.00% | +141+1.2% | Added |
| Allworth Financial LP | 100 | $10.6K | 0.00% | +48+92.3% | Added |
| Group One Trading, L.P. | 100 | $10.6K | 0.00% | +100 | New |
| Armstrong Advisory Group, Inc | 60 | $6.33K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 60 | $6.33K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 52 | $5.49K | 0.00% | +52 | New |
| Pinnacle Wealth Planning Services, Inc. | 41 | $4.33K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 40 | $4.22K | 0.00% | −2−4.8% | Reduced |
| Bessemer Group Inc | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 37 | $3.86K | 0.00% | +29+362.5% | Added |
| Smartleaf Asset Management LLC | 34 | $3.63K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 27 | $2.85K | 0.00% | −5−15.6% | Reduced |
| The PNC Financial Services Group, Inc. | 27 | $2.85K | 0.00% | +27 | New |
| Royal Bank of Canada | 25 | $2.00K | 0.00% | +11+78.6% | Added |
| Avion Wealth | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 8 | $845 | 0.00% | −94−92.2% | Reduced |
| SJS Investment Consulting Inc. | 5 | $528 | 0.00% | +5 | New |
| Rothschild Investment LLC | 1 | $106 | 0.00% | +1 | New |
| Greenwich Wealth Management LLC | 0 | $0 | 0.00% | −100,872−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −13,669−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −12,643−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −12,486−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −8,083−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −4,342−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,565−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,526−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −3,384−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −3,298−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −2,536−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −2,367−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −412−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −261−100.0% | Sold out |
| SBI Securities Co., Ltd. | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| DGS Capital Management, LLC | – | – | – | – | Not filed |
| McIlrath & Eck, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |