Company · Ownership research

OPPENHEIMER HOLDINGS INC OPY

CIK 0000791963 · CUSIP 683797104

Insider tradingInitial holdingsInstitutional holders

Quarter-end disclosures, not live holdings.

This page lists the top 20 of 82 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$24.56M 512,706 shares	0.01%	-1.76K(-0.30%)Reduced	SEC filing ↗ Aug 9, 2024	▾
02	JB CAPITAL PARTNERS LP CIK 1138532 · View history	$24.14M 503,954 shares	5.32%	0(0.00%)Unchanged	SEC filing ↗ Aug 14, 2024	▾
03	VANGUARD GROUP INC CIK 102909 · View history	$17.09M 356,788 shares	0.00%	+71.90K(+25.20%)Added	SEC filing ↗ Aug 13, 2024	▾
04	Greenwich Wealth Management LLC CIK 1439805 · View history	$14.65M 305,703 shares	1.07%	0(0.00%)Unchanged	SEC filing ↗ Aug 9, 2024	▾
05	BlackRock Inc. CIK 1364742 · View history	$8.57M 178,891 shares	0.00%	-25.88K(-12.60%)Reduced	SEC filing ↗ Aug 13, 2024	▾
06	RBF Capital, LLC CIK 1134621 · View history	$8.14M 170,000 shares	0.48%	0(0.00%)Unchanged	SEC filing ↗ Aug 14, 2024	▾
07	AMERICAN CENTURY COMPANIES INC CIK 748054 · View history	$5.96M 124,449 shares	0.00%	+32.44K(+35.30%)Added	SEC filing ↗ Aug 7, 2024	▾
08	BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 1107261 · View history	$4.29M 89,564 shares	0.10%	-2.12K(-2.30%)Reduced	SEC filing ↗ Aug 14, 2024	▾
09	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 1164508 · View history	$4.04M 84,213 shares	0.00%	+1.21K(+1.50%)Added	SEC filing ↗ Aug 14, 2024	▾
10	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$3.59M 74,885 shares	0.00%	+866(+1.20%)Added	SEC filing ↗ Aug 9, 2024	▾
11	Profit Investment Management, LLC CIK 1286295 · View history	$3.54M 73,839 shares	2.21%	-1.70K(-2.20%)Reduced	SEC filing ↗ Jul 12, 2024	▾
12	TWO SIGMA ADVISERS, LP CIK 1478735 · View history	$3.16M 66,000 shares	0.01%	+13.90K(+26.70%)Added	SEC filing ↗ Aug 14, 2024	▾
13	TWO SIGMA INVESTMENTS, LP CIK 1179392 · View history	$2.73M 56,988 shares	0.01%	-6.95K(-10.90%)Reduced	SEC filing ↗ Aug 14, 2024	▾
14	MORGAN STANLEY CIK 895421 · Amended · View history	$2.61M 54,429 shares	0.00%	+19.09K(+54.00%)Added	SEC filing ↗ May 14, 2025	▾
15	TCW GROUP INC CIK 850401 · View history	$2.40M 50,000 shares	0.02%	+50.00KNew	SEC filing ↗ Jul 19, 2024	▾
16	RENAISSANCE TECHNOLOGIES LLC CIK 1037389 · View history	$2.14M 44,769 shares	0.00%	-6.44K(-12.60%)Reduced	SEC filing ↗ Aug 9, 2024	▾
17	Empowered Funds, LLC CIK 1592828 · View history	$1.92M 40,071 shares	0.03%	+2.88K(+7.70%)Added	SEC filing ↗ Jul 30, 2024	▾
18	EJF Capital LLC CIK 1353254 · View history	$1.92M 40,000 shares	1.42%	0(0.00%)Unchanged	SEC filing ↗ Aug 14, 2024	▾
19	Federation des caisses Desjardins du Quebec CIK 2022297 · View history	$1.84M 38,500 shares	0.01%	0(0.00%)Unchanged	SEC filing ↗ Aug 14, 2024	▾
20	STATE STREET CORP CIK 93751 · View history	$1.56M 32,499 shares	0.00%	-4.00K(-11.00%)Reduced	SEC filing ↗ Aug 14, 2024	▾

Showing 20 / 82 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

3,451,924

Not deduplicated across managers

Disclosed value

$165.38M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

OPPENHEIMER HOLDINGS INC · Q2 2024

Explore all 82 reporting institutions.

This page includes 20 of 82 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.