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OPPENHEIMER HOLDINGS INC (OPY) Institutional Ownership & Insider Trading

120 institutions reported holding OPPENHEIMER HOLDINGS INC shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 1 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

OPYOPPENHEIMER HOLDINGS INCFollow OPY — free
Capital Markets · Financials
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Market cap
1.1B
P/E TTM
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Dividend yield
1.7%
52-week
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Next earnings
23 Oct, in -1 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

120 institutions held 41.6% of the shares. Across filers that reported both quarters, shares held changed +5.5%.

Increased+43New+23Decreased-27Closed-16

Largest moves, shares (millions)

Arbiter Partners Capital…+0.1MAmerican Century Companies+0.0MAlgert Global+0.0MGreenwich Wealth Management-0.1MD. E. Shaw-0.0MArrowstreet Capital,…-0.0M

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters
+0.1Sep 24+0.0Dec 24+0.1Mar 25+0.2Jun 25+0.1Sep 25+0.1Dec 25-0.0Mar 26+0.2Jun 26
QuarterHoldersShares held, MChangeIncreasedNewDecreasedClosed
Jun 261204+5.5%43232716
Mar 261144-0.3%37182912
Dec 251094+3.0%37142816
Sep 251074+3.8%3620337
Jun 25974+4.3%2520237
Mar 25844+1.9%2133412
Dec 24954+0.9%2713289
Sep 24884+4.3%2218218

OPPENHEIMER HOLDINGS INC — questions

Who owns OPPENHEIMER HOLDINGS INC stock?
120 institutions reported OPPENHEIMER HOLDINGS INC shares in 13F filings for the quarter ended 2026-06-30. The largest: DIMENSIONAL FUND ADVISORS LP (4.9%), JB CAPITAL PARTNERS LP (4.7%), AMERICAN CENTURY COMPANIES INC (3.7%).
Are OPPENHEIMER HOLDINGS INC insiders buying or selling?
1 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from OPPENHEIMER HOLDINGS INC's own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.