Skip to main content
Equibles

OPY

Oppenheimer Holdings Inc

Company with tickers: OPY

CIK
791963
CUSIP
683797104
Shares Outstanding
10,608,340
13F Activity (30d)
50 filings 50 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 87
Total Value: $224,631,927
Total Shares: 2,518,578

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 87 13F filers · Δ vs Dec 31, 2025
Top Holder
20.0%
Jun 2023 → Mar 2026 · range 12.4% – 20.0%
+1.3 pts
Top 5
60.1%
Jun 2023 → Mar 2026 · range 43.8% – 60.1%
+16.2 pts
Top 10
72.8%
Jun 2023 → Mar 2026 · range 59.5% – 72.8%
+13.3 pts
HHI
956
Jun 2023 → Mar 2026 · range 578 – 956
Broadly held+328

Quarterly Activity

vs Dec 31, 2025
New
20
Increased
26
Decreased
22
Sold Out
19
Unchanged
19
Holder count: +1
Institutional value: +81.8%
Shares held: +47.3%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega AMERICAN CENTURY COMPANIES INC +32,797 352,787
Mega TWO SIGMA INVESTMENTS, LP +16,817 40,631
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC +15,073 73,059
Mid Voleon Capital Management LP +13,561 36,522
Mega GEODE CAPITAL MANAGEMENT, LLC +13,242 86,564

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Large TCW GROUP INC −25,025 13,669
Mid Greenwich Wealth Management LLC −24,150 100,872
Large TUDOR INVESTMENT CORP ET AL −15,105 12,643
Mega D. E. Shaw & Co., Inc. −11,988 38,200
Large HRT FINANCIAL LP −10,334 3,298

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Small JB CAPITAL PARTNERS LP 503,954 $44,947,657
Mega VANGUARD CAPITAL MANAGEMENT LLC 391,233 $34,894,071
Large Empowered Funds, LLC 46,066 $4,108,626
Mega VANGUARD FIDUCIARY TRUST CO 40,443 $3,607,111
Large LAZARD ASSET MANAGEMENT LLC 17,826 $1,589,900

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 66,064 $4,775,766
Large TWO SIGMA ADVISERS, LP 29,500 $2,132,555
Large Brandywine Global Investment Management, LLC 25,558 $1,847,587
Large Qube Research & Technologies Ltd 20,938 $1,513,608
Small EJF Capital LP 20,000 $1,445,800
Filter: New 20 Increased 26 Reduced 22 Sold out 19 Unchanged 19
Showing 87 of 87
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Small JB CAPITAL PARTNERS LP $44,947,657 20.01% 503,954
Mega VANGUARD CAPITAL MANAGEMENT LLC $34,894,071 15.53% 391,233
Mega AMERICAN CENTURY COMPANIES INC $31,465,072 14.01% 352,787
Mid RBF Capital, LLC $14,606,735 6.50% 163,771
Mid Greenwich Wealth Management LLC $8,996,773 4.01% 100,872
Mega GEODE CAPITAL MANAGEMENT, LLC $7,720,642 3.44% 86,564
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $6,516,132 2.90% 73,059
Mega STATE STREET CORP $5,333,383 2.37% 59,798
Small Arbiter Partners Capital Management LLC $4,905,360 2.18% 54,999
Large Empowered Funds, LLC $4,108,626 1.83% 46,066
Mega TWO SIGMA INVESTMENTS, LP $3,623,878 1.61% 40,631
Mega VANGUARD FIDUCIARY TRUST CO Bank $3,607,111 1.61% 40,443
Mega D. E. Shaw & Co., Inc. $3,407,058 1.52% 38,200
Mid ALGERT GLOBAL LLC $3,283,886 1.46% 36,819
Mid Voleon Capital Management LP $3,257,397 1.45% 36,522
Mid BOOTHBAY FUND MANAGEMENT, LLC $2,871,739 1.28% 32,198
Large Man Group plc $2,813,409 1.25% 31,544
Mega NEUBERGER BERMAN GROUP LLC $2,633,780 1.17% 29,530
Large POLEN CAPITAL MANAGEMENT LLC $2,404,027 1.07% 26,954
Mega Fisher Asset Management, LLC $2,255,258 1.00% 25,286
Mega BNP PARIBAS ARBITRAGE, SA $2,251,869 1.00% 25,248
Mid BOKF, NA $2,127,181 0.95% 23,850
Small Beverly Hills Private Wealth, LLC $2,021,669 0.90% 22,667
Large LAZARD ASSET MANAGEMENT LLC $1,589,900 0.71% 17,826
Mega NORTHERN TRUST CORP Bank $1,547,981 0.69% 17,356
Small Round Rock Advisors LLC $1,302,619 0.58% 14,605
Large ACADIAN ASSET MANAGEMENT LLC $1,281,214 0.57% 14,365
Large TCW GROUP INC $1,219,138 0.54% 13,669
Large TUDOR INVESTMENT CORP ET AL $1,127,629 0.50% 12,643
Large SEI INVESTMENTS CO $1,117,728 0.50% 12,532
Large Trexquant Investment LP $1,113,626 0.50% 12,486
Large Russell Investments Group, Ltd. $1,068,316 0.48% 11,978
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,019,530 0.45% 11,431
Mid NorthCrest Asset Manangement, LLC $1,012,306 0.45% 11,350
Mid XTX Topco Ltd $902,424 0.40% 10,118
Mid Quadrature Capital Ltd $720,922 0.32% 8,083
Mid PRELUDE CAPITAL MANAGEMENT, LLC $713,520 0.32% 8,000
Large CAPTRUST FINANCIAL ADVISORS $624,330 0.28% 7,000
Mid Penn Capital Management Company, LLC $610,505 0.27% 6,845
Mid Brevan Howard Capital Management LP $573,937 0.26% 6,435
Mid Inspire Investing, LLC $514,447 0.23% 5,768
Mega CITIGROUP INC $501,604 0.22% 5,624
Mid Aquatic Capital Management LLC $443,720 0.20% 4,975
Mid Susquehanna Portfolio Strategies, LLC $387,262 0.17% 4,342
Small DGS Capital Management, LLC $328,308 0.15% 3,681
Mid Jump Financial, LLC $317,961 0.14% 3,565
Mid Virtu Financial LLC $314,483 0.14% 3,526
Micro Verdad Advisers, LP $305,118 0.14% 3,421
Small VARCOV Co. $301,818 0.13% 3,384
Large HRT FINANCIAL LP $294,148 0.13% 3,298
Mid Engineers Gate Manager LP $289,867 0.13% 3,250
Large STIFEL FINANCIAL CORP $267,570 0.12% 3,000
Large ExodusPoint Capital Management, LP $240,991 0.11% 2,702
Large Corient Private Wealth LLC $226,185 0.10% 2,536
Mid OPPENHEIMER & CO INC $222,975 0.10% 2,500
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $222,975 0.10% 2,500
Mid Vanguard Personalized Indexing Management, LLC $222,796 0.10% 2,498
Mega Vanguard Global Advisers, LLC $221,815 0.10% 2,487
Mid CAXTON ASSOCIATES LLP $211,112 0.09% 2,367
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC $207,901 0.09% 2,331
Micro Avise Financial Cooperative, Inc. $206,564 0.09% 2,316
Small Missouri Trust & Investment Co $169,461 0.08% 1,900
Mid Quantbot Technologies LP $131,555 0.06% 1,475
Small McIlrath & Eck, LLC $98,198 0.04% 1,101
Mid Parallel Advisors, LLC $69,211 0.03% 776
Large OSAIC HOLDINGS, INC. $62,433 0.03% 700
Large JONES FINANCIAL COMPANIES LLLP $38,440 0.02% 431
Mid State of Alaska, Department of Revenue $37,905 0.02% 425
Mid QUADRANT CAPITAL GROUP LLC $36,746 0.02% 412
Micro WealthCollab, LLC $26,757 0.01% 300
Mega RHUMBLINE ADVISERS $23,278 0.01% 261
Mid SIGNATUREFD, LLC $20,781 0.01% 233
Micro Ares Financial Consulting, LLC $18,908 0.01% 212
Mid Arax Advisory Partners $9,097 0.00% 102
Small ARMSTRONG ADVISORY GROUP, INC $5,351 0.00% 60
Mid EASTERN BANK Bank $5,351 0.00% 60
Mid Allworth Financial LP $4,637 0.00% 52
Large US BANCORP \DE\ Bank $3,745 0.00% 42
Large BESSEMER GROUP INC $3,745 0.00% 42
Small Pinnacle Wealth Planning Services, Inc. $3,656 0.00% 41
Mid Smartleaf Asset Management LLC $3,032 0.00% 34
Mid SBI Securities Co., Ltd. Broker-Dealer $3,032 0.00% 34
Large FIFTH THIRD BANCORP Bank $2,854 0.00% 32
Small Quarry LP $2,140 0.00% 24
Large CWM, LLC $1,962 0.00% 22
Micro Avion Wealth $981 0.00% 11
Mid Farther Finance Advisors, LLC $713 0.00% 8

Report a Problem

Category
Description
Email (optional, for follow-up)