Oppenheimer Holdings Inc
OPY- 交易所
- NYSE
- 產業
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000791963
近 90 天，Oppenheimer Holdings Inc 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 121 家機構在 13F 申報持有，市值合計 $4.64 億；沒有大師持有。
2026 年第 1 季 13F 持有人
Oppenheimer Holdings Inc 在 2026/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 117
- 較 2025 年第 4 季 +10 家
- 持有股數
- 423.6 萬
- 較 2025 年第 4 季 +63.9 萬 (+17.8%)
- 總市值
- $3.77 億
- 較 2025 年第 4 季 +$1.17 億 (+44.8%)
- 新進機構
- 23
- 另有 39 家加碼
- 清倉機構
- 13
- 另有 32 家減碼
另有 2 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 OPY 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 121 | $4.64 億 |
| 2026 年第 1 季 | 117 | $3.77 億 |
| 2025 年第 4 季 | 109 | $2.94 億 |
| 2025 年第 3 季 | 110 | $2.98 億 |
| 2025 年第 2 季 | 98 | $2.62 億 |
| 2025 年第 1 季 | 87 | $2.25 億 |
| 2024 年第 4 季 | 96 | $2.37 億 |
| 2024 年第 3 季 | 89 | $1.86 億 |
| 2024 年第 2 季 | 81 | $1.65 億 |
| 2024 年第 1 季 | 72 | $1.33 億 |
| 2023 年第 4 季 | 77 | $1.41 億 |
| 2023 年第 3 季 | 76 | $1.30 億 |
| 2023 年第 2 季 | 88 | $1.56 億 |
| 2023 年第 1 季 | 85 | $1.64 億 |
| 2022 年第 4 季 | 79 | $1.75 億 |
| 2022 年第 3 季 | 79 | $1.39 億 |
| 2022 年第 2 季 | 86 | $1.59 億 |
| 2022 年第 1 季 | 101 | $2.31 億 |
| 2021 年第 4 季 | 101 | $2.57 億 |
| 2021 年第 3 季 | 96 | $2.45 億 |
| 2021 年第 2 季 | 99 | $2.81 億 |
| 2021 年第 1 季 | 96 | $2.15 億 |
2026 年第 1 季持有機構
每家機構持有 Oppenheimer Holdings Inc 的股數、市值與佔組合比重；股數變化跟 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| JB Capital Partners LP | 503,954 | $4,495 萬 | 7.74% | 00.0% | 不變 |
| Dimensional Fund Advisors LP | 497,033 | $4,433 萬 | 0.01% | +7,384+1.5% | 加碼 |
| Vanguard Capital Management LLC | 391,233 | $3,489 萬 | 0.00% | +391,233 | 新進 |
| American Century Companies Inc | 352,787 | $3,147 萬 | 0.02% | +32,797+10.2% | 加碼 |
| BlackRock, Inc. | 187,066 | $1,668 萬 | 0.00% | +10,855+6.2% | 加碼 |
| Royce & Associates LP | 170,079 | $1,517 萬 | 0.15% | +61,187+56.2% | 加碼 |
| RBF Capital, LLC | 163,771 | $1,461 萬 | 0.72% | 00.0% | 不變 |
| Boston Partners | 131,434 | $1,172 萬 | 0.01% | +45,238+52.5% | 加碼 |
| Greenwich Wealth Management LLC | 100,872 | $899.7 萬 | 0.37% | −24,150−19.3% | 減碼 |
| Charles Schwab Investment Management Inc | 100,852 | $899.5 萬 | 0.00% | −10,054−9.1% | 減碼 |
| Morgan Stanley | 88,145 | $786.2 萬 | 0.00% | +3,322+3.9% | 加碼 |
| Geode Capital Management, LLC | 86,564 | $772.4 萬 | 0.00% | +13,242+18.1% | 加碼 |
| Bridgeway Capital Management, LLC | 73,059 | $651.6 萬 | 0.13% | +15,073+26.0% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 72,035 | $642.5 萬 | 0.00% | +5,971+9.0% | 加碼 |
| Millennium Management LLC | 67,333 | $600.5 萬 | 0.00% | −47,404−41.3% | 減碼 |
| State Street Corp | 59,798 | $533.3 萬 | 0.00% | −7,623−11.3% | 減碼 |
| Arbiter Partners Capital Management LLC | 54,999 | $490.5 萬 | 3.33% | 00.0% | 不變 |
| JPMorgan Chase & Co | 53,824 | $471.3 萬 | 0.00% | +3,024+6.0% | 加碼 |
| Empowered Funds, LLC | 46,066 | $410.9 萬 | 0.03% | +46,066 | 新進 |
| Two Sigma Investments, LP | 40,631 | $362.4 萬 | 0.00% | +16,817+70.6% | 加碼 |
| Vanguard Fiduciary Trust Co | 40,443 | $360.7 萬 | 0.00% | +40,443 | 新進 |
| D. E. Shaw & Co., Inc. | 38,200 | $340.7 萬 | 0.00% | −11,988−23.9% | 減碼 |
| Goldman Sachs Group Inc | 37,487 | $334.3 萬 | 0.00% | −8,522−18.5% | 減碼 |
| Algert Global LLC | 36,819 | $328.4 萬 | 0.05% | +1,750+5.0% | 加碼 |
| Voleon Capital Management LP | 36,522 | $325.7 萬 | 0.07% | +13,561+59.1% | 加碼 |
| Vanguard Portfolio Management LLC | 33,394 | $297.8 萬 | 0.00% | +33,394 | 新進 |
| Boothbay Fund Management, LLC | 32,198 | $287.2 萬 | 0.07% | −21−0.1% | 減碼 |
| Man Group plc | 31,544 | $281.3 萬 | 0.01% | +12,361+64.4% | 加碼 |
| Neuberger Berman Group LLC | 29,530 | $263.4 萬 | 0.00% | −725−2.4% | 減碼 |
| Qube Research & Technologies Ltd | 27,591 | $246.1 萬 | 0.00% | +6,653+31.8% | 加碼 |
| Polen Capital Management LLC | 26,954 | $240.4 萬 | 0.02% | +10,611+64.9% | 加碼 |
| Bank of America Corp | 26,372 | $235.2 萬 | 0.00% | −4,448−14.4% | 減碼 |
| Franklin Resources Inc | 25,918 | $231.2 萬 | 0.00% | +25,918 | 新進 |
| Fisher Asset Management, LLC | 25,286 | $225.5 萬 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 25,248 | $225.2 萬 | 0.00% | −5,944−19.1% | 減碼 |
| Bokf, NA | 23,850 | $212.7 萬 | 0.03% | 00.0% | 不變 |
| Invesco Ltd. | 22,932 | $204.5 萬 | 0.00% | +16,544+259.0% | 加碼 |
| Renaissance Technologies LLC | 22,800 | $203.4 萬 | 0.00% | +400+1.8% | 加碼 |
| Beverly Hills Private Wealth, LLC | 22,667 | $202.2 萬 | 0.34% | +2,433+12.0% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 20,248 | $180.6 萬 | 0.00% | +436+2.2% | 加碼 |
| Citadel Advisors LLC | 20,013 | $178.5 萬 | 0.00% | −1,134−5.4% | 減碼 |
| EJF Capital LLC | 20,000 | $178.4 萬 | 1.26% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 18,886 | $168.4 萬 | 0.00% | +1,701+9.9% | 加碼 |
| FMR LLC | 18,356 | $163.7 萬 | 0.00% | +2,758+17.7% | 加碼 |
| Lazard Asset Management LLC | 17,826 | $159.0 萬 | 0.00% | +17,826 | 新進 |
| Northern Trust Corp | 17,356 | $154.8 萬 | 0.00% | +595+3.5% | 加碼 |
| Round Rock Advisors, LLC | 14,605 | $130.3 萬 | 0.20% | +66+0.5% | 加碼 |
| Acadian Asset Management LLC | 14,365 | $128.1 萬 | 0.00% | −1,356−8.6% | 減碼 |
| TCW Group Inc | 13,669 | $121.9 萬 | 0.01% | −25,025−64.7% | 減碼 |
| Jane Street Group, LLC | 13,502 | $120.4 萬 | 0.00% | +13,502 | 新進 |
| Tudor Investment Corp Et Al | 12,643 | $112.8 萬 | 0.01% | −15,105−54.4% | 減碼 |
| SEI Investments Co | 12,532 | $111.8 萬 | 0.00% | +4,593+57.9% | 加碼 |
| Trexquant Investment LP | 12,486 | $111.4 萬 | 0.01% | +5,907+89.8% | 加碼 |
| Russell Investments Group, Ltd. | 11,978 | $106.8 萬 | 0.00% | −5,135−30.0% | 減碼 |
| NorthCrest Asset Manangement, LLC | 11,350 | $103.2 萬 | 0.03% | 00.0% | 不變 |
| XTX Topco Ltd | 10,118 | $90.2 萬 | 0.02% | +3,929+63.5% | 加碼 |
| Canada Pension Plan Investment Board | 10,000 | $89.2 萬 | 0.00% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 9,960 | $88.8 萬 | 0.00% | −610−5.8% | 減碼 |
| Corsair Capital Management, L.P. | 8,941 | $79.7 萬 | 0.12% | 00.0% | 不變 |
| Quadrature Capital Ltd | 8,083 | $72.1 萬 | 0.01% | +8,083 | 新進 |
| Prelude Capital Management, LLC | 8,000 | $71.4 萬 | 0.05% | 00.0% | 不變 |
| Captrust Financial Advisors | 7,000 | $62.4 萬 | 0.00% | 00.0% | 不變 |
| Penn Capital Management Co Inc | 6,845 | $61.1 萬 | 0.05% | −1,814−20.9% | 減碼 |
| Brevan Howard Capital Management LP | 6,435 | $57.4 萬 | 0.01% | +223+3.6% | 加碼 |
| Alps Advisors Inc | 6,000 | $53.5 萬 | 0.00% | +6,000 | 新進 |
| Ameriprise Financial Inc | 5,778 | $51.5 萬 | 0.00% | −55−0.9% | 減碼 |
| CWM Advisors, LLC | 5,768 | $51.4 萬 | 0.03% | −739−11.4% | 減碼 |
| Citigroup Inc | 5,624 | $50.2 萬 | 0.00% | +4,129+276.2% | 加碼 |
| Aquatic Capital Management LLC | 4,975 | $44.4 萬 | 0.01% | +4,164+513.4% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 4,342 | $38.7 萬 | 0.01% | 00.0% | 不變 |
| DGS Capital Management, LLC | 3,681 | $32.8 萬 | 0.05% | +97+2.7% | 加碼 |
| Jump Financial, LLC | 3,565 | $31.8 萬 | 0.00% | −4,879−57.8% | 減碼 |
| UBS Group AG | 3,540 | $31.6 萬 | 0.00% | −863−19.6% | 減碼 |
| Virtu Financial LLC | 3,526 | $31.4 萬 | 0.01% | +3,526 | 新進 |
| Verdad Advisers, LP | 3,421 | $30.5 萬 | 0.34% | +3,421 | 新進 |
| VARCOV Co. | 3,384 | $30.2 萬 | 0.11% | +3,384 | 新進 |
| HRT Financial LP | 3,298 | $29.4 萬 | 0.00% | −10,334−75.8% | 減碼 |
| Engineers Gate Manager LP | 3,250 | $29.0 萬 | 0.00% | +3,250 | 新進 |
| Stifel Financial Corp | 3,000 | $26.8 萬 | 0.00% | 00.0% | 不變 |
| ExodusPoint Capital Management, LP | 2,702 | $24.1 萬 | 0.00% | +2,702 | 新進 |
| CI Private Wealth, LLC | 2,536 | $22.6 萬 | 0.00% | +2,536 | 新進 |
| Oppenheimer & Co Inc | 2,500 | $22.3 萬 | 0.00% | −1,333−34.8% | 減碼 |
| JustInvest LLC | 2,498 | $22.3 萬 | 0.00% | +2,498 | 新進 |
| Vanguard Global Advisers, LLC | 2,487 | $22.2 萬 | 0.00% | +2,487 | 新進 |
| Caxton Associates LLP | 2,367 | $21.1 萬 | 0.00% | −2,716−53.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 2,331 | $20.8 萬 | 0.00% | −616−20.9% | 減碼 |
| Avise Financial Cooperative, Inc. | 2,316 | $20.7 萬 | 0.17% | +2,316 | 新進 |
| Missouri Trust & Investment Co | 1,900 | $16.9 萬 | 0.05% | 00.0% | 不變 |
| Quantbot Technologies LP | 1,475 | $13.2 萬 | 0.01% | +82+5.9% | 加碼 |
| McIlrath & Eck, LLC | 1,101 | $9.82 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 776 | $6.92 萬 | 0.00% | +27+3.6% | 加碼 |
| Advisor Group Holdings, Inc. | 700 | $6.24 萬 | 0.00% | +170+32.1% | 加碼 |
| Jones Financial Companies LLLP | 431 | $3.77 萬 | 0.00% | +431 | 新進 |
| State of Alaska, Department of Revenue | 425 | $3.70 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 412 | $3.67 萬 | 0.00% | −32−7.2% | 減碼 |
| Barclays PLC | 339 | $3.02 萬 | 0.00% | −212−38.5% | 減碼 |
| WealthCollab, LLC | 300 | $2.68 萬 | 0.01% | 00.0% | 不變 |
| Rhumbline Advisers | 261 | $2.33 萬 | 0.00% | +46+21.4% | 加碼 |
| Signaturefd, LLC | 233 | $2.08 萬 | 0.00% | +233 | 新進 |
| Ares Financial Consulting, LLC | 212 | $1.90 萬 | 0.01% | +189+821.7% | 加碼 |