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 88 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	$29.96M 503,954 shares	6.29%	0(0.00%)Unchanged	SEC filing ↗ May 14, 2025	▾
02	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$29.14M 488,704 shares	0.01%	-7.21K(-1.50%)Reduced	SEC filing ↗ May 13, 2025	▾
03	VANGUARD GROUP INC CIK 102909 · View history	$23.34M 391,435 shares	0.00%	+5.67K(+1.50%)Added	SEC filing ↗ May 9, 2025	▾
04	Greenwich Wealth Management LLC CIK 1439805 · View history	$18.23M 305,703 shares	1.38%	0(0.00%)Unchanged	SEC filing ↗ May 12, 2025	▾
05	AMERICAN CENTURY COMPANIES INC CIK 748054 · View history	$13.56M 227,389 shares	0.01%	+33.43K(+17.20%)Added	SEC filing ↗ May 13, 2025	▾
06	BlackRock, Inc. CIK 2012383 · View history	$9.97M 167,137 shares	0.00%	-519(-0.30%)Reduced	SEC filing ↗ May 2, 2025	▾
07	RBF Capital, LLC CIK 1134621 · View history	$9.84M 165,000 shares	0.62%	0(0.00%)Unchanged	SEC filing ↗ May 15, 2025	▾
08	ROYCE & ASSOCIATES LP CIK 906304 · View history	$4.80M 80,551 shares	0.05%	+43.05K(+114.80%)Added	SEC filing ↗ May 6, 2025	▾
09	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 1164508 · View history	$4.60M 77,130 shares	0.00%	-13.44K(-14.80%)Reduced	SEC filing ↗ May 14, 2025	▾
10	BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 1107261 · View history	$4.52M 75,840 shares	0.11%	+1.84K(+2.50%)Added	SEC filing ↗ May 15, 2025	▾
11	TCW GROUP INC CIK 850401 · View history	$4.49M 75,334 shares	0.04%	-3.97K(-5.00%)Reduced	SEC filing ↗ May 7, 2025	▾
12	Boston Partners CIK 1386060 · View history	$4.27M 71,568 shares	0.01%	+58.73K(+457.70%)Added	SEC filing ↗ May 13, 2025	▾
13	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$4.04M 67,671 shares	0.00%	+2.86K(+4.40%)Added	SEC filing ↗ May 13, 2025	▾
14	MORGAN STANLEY CIK 895421 · View history	$3.91M 65,560 shares	0.00%	-15.83K(-19.40%)Reduced	SEC filing ↗ May 15, 2025	▾
15	TWO SIGMA ADVISERS, LP CIK 1478735 · View history	$3.43M 57,500 shares	0.01%	-2.50K(-4.20%)Reduced	SEC filing ↗ May 15, 2025	▾
16	Arbiter Partners Capital Management LLC CIK 1513193 · View history	$3.28M 54,999 shares	3.99%	+5.32K(+10.70%)Added	SEC filing ↗ May 13, 2025	▾
17	Profit Investment Management, LLC CIK 1286295 · View history	$2.95M 49,394 shares	2.73%	0(0.00%)Unchanged	SEC filing ↗ Apr 9, 2025	▾
18	Invesco Ltd. CIK 914208 · View history	$2.48M 41,596 shares	0.00%	+37.28K(+864.70%)Added	SEC filing ↗ May 12, 2025	▾
19	EJF Capital LLC CIK 1353254 · View history	$2.39M 40,000 shares	1.51%	0(0.00%)Unchanged	SEC filing ↗ May 15, 2025	▾
20	Empowered Funds, LLC CIK 1592828 · View history	$2.17M 36,347 shares	0.03%	+1.84K(+5.30%)Added	SEC filing ↗ May 16, 2025	▾

Showing 20 / 88 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

3,781,275

Not deduplicated across managers

Disclosed value

$225.39M

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 · Q1 2025

Explore all 88 reporting institutions.

This page includes 20 of 88 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.