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 97 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	JB CAPITAL PARTNERS LP CIK 1138532 · View history	$32.30M 503,954 shares	6.18%	0(0.00%)Unchanged	SEC filing ↗ Feb 13, 2025	▾
02	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$31.78M 495,916 shares	0.01%	-11.71K(-2.30%)Reduced	SEC filing ↗ Feb 13, 2025	▾
03	VANGUARD GROUP INC CIK 102909 · View history	$24.72M 385,769 shares	0.00%	+20.94K(+5.70%)Added	SEC filing ↗ Feb 11, 2025	▾
04	Greenwich Wealth Management LLC CIK 1439805 · View history	$19.59M 305,703 shares	1.38%	0(0.00%)Unchanged	SEC filing ↗ Feb 10, 2025	▾
05	AMERICAN CENTURY COMPANIES INC CIK 748054 · View history	$12.43M 193,956 shares	0.01%	+26.69K(+16.00%)Added	SEC filing ↗ Feb 11, 2025	▾
06	BlackRock, Inc. CIK 2012383 · View history	$10.75M 167,656 shares	0.00%	-10.81K(-6.10%)Reduced	SEC filing ↗ Feb 7, 2025	▾
07	RBF Capital, LLC CIK 1134621 · View history	$10.57M 165,000 shares	0.55%	-1.80K(-1.10%)Reduced	SEC filing ↗ Feb 14, 2025	▾
08	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 1164508 · View history	$5.80M 90,566 shares	0.00%	+3.12K(+3.60%)Added	SEC filing ↗ Feb 12, 2025	▾
09	MORGAN STANLEY CIK 895421 · Amended · View history	$5.22M 81,389 shares	0.00%	-2.73K(-3.20%)Reduced	SEC filing ↗ May 15, 2025	▾
10	TCW GROUP INC CIK 850401 · View history	$5.08M 79,300 shares	0.04%	+2.70K(+3.50%)Added	SEC filing ↗ Feb 4, 2025	▾
11	BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 1107261 · View history	$4.74M 74,004 shares	0.11%	-8.38K(-10.20%)Reduced	SEC filing ↗ Feb 14, 2025	▾
12	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$4.16M 64,812 shares	0.00%	-1.16K(-1.80%)Reduced	SEC filing ↗ Feb 12, 2025	▾
13	TWO SIGMA ADVISERS, LP CIK 1478735 · View history	$3.85M 60,000 shares	0.01%	-1.40K(-2.30%)Reduced	SEC filing ↗ Feb 14, 2025	▾
14	Arbiter Partners Capital Management LLC CIK 1513193 · View history	$3.18M 49,683 shares	4.71%	+26.78K(+117.00%)Added	SEC filing ↗ Feb 13, 2025	▾
15	Profit Investment Management, LLC CIK 1286295 · View history	$3.17M 49,394 shares	2.54%	+2.44K(+5.20%)Added	SEC filing ↗ Jan 15, 2025	▾
16	TWO SIGMA INVESTMENTS, LP CIK 1179392 · View history	$2.75M 42,977 shares	0.01%	-14.38K(-25.10%)Reduced	SEC filing ↗ Feb 14, 2025	▾
17	EJF Capital LLC CIK 1353254 · View history	$2.56M 40,000 shares	1.76%	0(0.00%)Unchanged	SEC filing ↗ Feb 14, 2025	▾
18	ROYCE & ASSOCIATES LP CIK 906304 · View history	$2.40M 37,501 shares	0.02%	+37.50KNew	SEC filing ↗ Feb 10, 2025	▾
19	MILLENNIUM MANAGEMENT LLC CIK 1273087 · View history	$2.35M 36,630 shares	0.00%	-2.79K(-7.10%)Reduced	SEC filing ↗ Feb 14, 2025	▾
20	STATE STREET CORP CIK 93751 · View history	$2.27M 35,391 shares	0.00%	+2.79K(+8.60%)Added	SEC filing ↗ Feb 14, 2025	▾

Showing 20 / 97 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

3,695,993

Not deduplicated across managers

Disclosed value

$236.84M

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 · Q4 2024

Explore all 97 reporting institutions.

This page includes 20 of 97 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.