Oppenheimer Holdings, Inc. (OPY)
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
Oppenheimer Holdings, Inc. (OPY) is listed on the New York Stock Exchange, where it has traded since August 28, 1986.
- Listed On
- the New York Stock Exchange
- Listed Since
- August 28, 1986
- Employees
- 2,947
- Market Cap
- $1.3B
About Oppenheimer Holdings, Inc.
Oppenheimer Holdings Inc conducts activities in the securities industry. The company is involved in retail securities brokerage, investment banking (both corporate and public finance), institutional sales and trading, market-making, research, trust services, and investment advisory and asset management services. The company has two segments: Wealth Management, and Capital Markets. IT generates maximum revenue from Wealth Management Segment which includes commissions and fee income earned on assets under management (AUM), net interest earnings on client margin loans and cash balances, fees from money market funds, custodian fees and other activities. The company generates the majority of its revenue from the Americas, with the rest from Europe, the Middle East, and Asia.
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 115 institutions reported holding OPY, with 4.4 million shares worth $463.1 million in aggregate. The largest reported holder was Dimensional Fund Advisors, with 520,326 shares worth $54.9 million. Of the 5 largest holders listed below, 4 added shares and 1 held its position unchanged during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Dimensional Fund Advisors | 520,326 | $55M | Added 4.69% |
| JB Capital Partners | 503,954 | $53M | Unchanged |
| Vanguard | 481,092 | $51M | Added 2.35% |
| American Century Companies | 391,977 | $41M | Added 11.11% |
| BlackRock | 203,463 | $21M | Added 8.77% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is OPY?
Oppenheimer Holdings, Inc. (OPY) is listed on the New York Stock Exchange, where it has traded since August 28, 1986.
Who are the largest institutional holders of OPY?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of OPY were Dimensional Fund Advisors, JB Capital Partners and Vanguard.
How many institutions own OPY?
115 institutions reported a position in OPY for the quarter ended June 30, 2026, worth $463.1 million in total.
Did institutions buy or sell OPY last quarter?
Of the 5 largest reported holders, 4 added shares and 1 held its position unchanged during the quarter. Every reported holder and its change is on the SentiSense ownership page for OPY.
Every reported institutional holder, plus insider and congressional trades in OPY, on SentiSense.