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 90 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	$25.97M 507,629 shares	0.01%	-5.08K(-1.00%)Reduced	SEC filing ↗ Nov 7, 2024	▾
02	JB CAPITAL PARTNERS LP CIK 1138532 · View history	$25.71M 503,954 shares	4.92%	0(0.00%)Unchanged	SEC filing ↗ Nov 14, 2024	▾
03	VANGUARD GROUP INC CIK 102909 · View history	$18.66M 364,832 shares	0.00%	+8.04K(+2.30%)Added	SEC filing ↗ Nov 13, 2024	▾
04	Greenwich Wealth Management LLC CIK 1439805 · View history	$15.64M 305,703 shares	1.06%	0(0.00%)Unchanged	SEC filing ↗ Oct 29, 2024	▾
05	BlackRock, Inc. CIK 2012383 · View history	$9.13M 178,469 shares	0.00%	—	SEC filing ↗ Nov 13, 2024	▾
06	AMERICAN CENTURY COMPANIES INC CIK 748054 · View history	$8.56M 167,270 shares	0.00%	+42.82K(+34.40%)Added	SEC filing ↗ Nov 12, 2024	▾
07	RBF Capital, LLC CIK 1134621 · View history	$8.53M 166,800 shares	0.44%	-3.20K(-1.90%)Reduced	SEC filing ↗ Nov 14, 2024	▾
08	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 1164508 · View history	$4.47M 87,447 shares	0.00%	+3.23K(+3.80%)Added	SEC filing ↗ Nov 14, 2024	▾
09	MORGAN STANLEY CIK 895421 · Amended · View history	$4.30M 84,120 shares	0.00%	+29.69K(+54.50%)Added	SEC filing ↗ May 14, 2025	▾
10	BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 1107261 · View history	$4.21M 82,384 shares	0.09%	-7.18K(-8.00%)Reduced	SEC filing ↗ Nov 14, 2024	▾
11	TCW GROUP INC CIK 850401 · Amended · View history	$3.92M 76,600 shares	0.03%	+26.60K(+53.20%)Added	SEC filing ↗ Nov 19, 2024	▾
12	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$3.38M 65,967 shares	0.00%	-8.92K(-11.90%)Reduced	SEC filing ↗ Nov 12, 2024	▾
13	TWO SIGMA ADVISERS, LP CIK 1478735 · View history	$3.14M 61,400 shares	0.01%	-4.60K(-7.00%)Reduced	SEC filing ↗ Nov 14, 2024	▾
14	TWO SIGMA INVESTMENTS, LP CIK 1179392 · View history	$2.93M 57,362 shares	0.01%	+374(+0.70%)Added	SEC filing ↗ Nov 14, 2024	▾
15	RENAISSANCE TECHNOLOGIES LLC CIK 1037389 · View history	$2.51M 49,100 shares	0.00%	+4.33K(+9.70%)Added	SEC filing ↗ Nov 13, 2024	▾
16	Profit Investment Management, LLC CIK 1286295 · View history	$2.40M 46,949 shares	1.89%	-26.89K(-36.40%)Reduced	SEC filing ↗ Oct 9, 2024	▾
17	EJF Capital LLC CIK 1353254 · View history	$2.05M 40,000 shares	1.36%	0(0.00%)Unchanged	SEC filing ↗ Nov 14, 2024	▾
18	MILLENNIUM MANAGEMENT LLC CIK 1273087 · View history	$2.02M 39,425 shares	0.00%	+9.94K(+33.70%)Added	SEC filing ↗ Nov 14, 2024	▾
19	Federation des caisses Desjardins du Quebec CIK 2022297 · View history	$1.97M 38,500 shares	0.01%	0(0.00%)Unchanged	SEC filing ↗ Nov 13, 2024	▾
20	Empowered Funds, LLC CIK 1592828 · View history	$1.68M 32,891 shares	0.03%	-7.18K(-17.90%)Reduced	SEC filing ↗ Nov 6, 2024	▾

Showing 20 / 90 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

3,646,252

Not deduplicated across managers

Disclosed value

$186.30M

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 · Q3 2024

Explore all 90 reporting institutions.

This page includes 20 of 90 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.