Institutional Ownership Oppenheimer Holdings Inc (OPY)
This table provides information about the institutional ownership of Oppenheimer Holdings Inc (OPY). We have compiled data on the 116 institutions that hold shares in the stock, with a total of 4.11 Million shares, which have been reported (via 13F filing form) to have a value of $276 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Algert Global LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
33,779
shares
|
$2.27 Million
0.04% of portfolio
|
Q3 2025
Added 726.5%
|
|
|
Profit Investment Management, LLC
|
Oct 14, 2025 Q3 2025 |
33,778
shares
|
$2.27 Million
3.13% of portfolio
|
Q3 2025
Reduced 31.62%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
33,000
shares
|
$2.22 Million
0.01% of portfolio
|
Q3 2025
Reduced 25.68%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
32,613
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
32,171
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
32,099
shares
|
$2.16 Million
0.04% of portfolio
|
Q1 2025
Added 19.85%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
31,131
shares
|
$2.09 Million
0.53% of portfolio
|
Q3 2023
Reduced 8.16%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
30,155
shares
|
$2.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
28,791
shares
|
$1.93 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
26,664
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.17%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
26,458
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
23,850
shares
|
$1.6 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
21,701
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2025
Added 95.33%
|
|
|
Ejf Capital LLC
Arlington, VA |
Nov 12, 2025 Q3 2025 |
20,000
shares
|
$1.34 Million
1.1% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
19,433
shares
|
$1.31 Million
0.25% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
19,258
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2025
Added 16.84%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 13, 2025 Q3 2025 |
18,632
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Added 34.19%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
17,527
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Added 11.47%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
16,556
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Nov 12, 2025 Q3 2025 |
16,343
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.11%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
16,182
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 30.3%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
15,837
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.77%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
15,273
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
14,589
shares
|
$979,797
0.0% of portfolio
|
Q3 2025
Added 29.88%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
13,294
shares
|
$892,825
0.03% of portfolio
|
Q3 2025
Added 34.85%
|
|