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Oppenheimer Holdings (OPY)

CUSIP: 683797104 | NYSE | Financial Services · Capital Markets | Small Cap | 384 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP535,115
0.0% of portfolio›$63.1M
Bokf, NA23,850
0.0% of portfolio›$2.8M
Beverly Hills Private Wealth, LLC21,232
0.4% of portfolio›$2.5M
Wealth Enhancement Advisory Services, LLC12,122
0.0% of portfolio›$78.5K
NorthCrest Asset Manangement, LLC11,448
0.0% of portfolio›$1.3M
Y-Intercept (Hong Kong) Ltd7,929
0.0% of portfolio›$935.3K
Virginia Retirement Systems ET Al6,400
0.0% of portfolio›$754.9K
Inspire Investing, LLC5,345
0.0% of portfolio›$630.5K
Penn Capital Management Company, LLC4,937
0.0% of portfolio›$582.4K
Creative Planning2,305
0.0% of portfolio›$271.9K
Missouri Trust & Investment Co1,900
0.1% of portfolio›$224.1K
Ullmann Wealth Partners Group, LLC1,789
0.0% of portfolio›$211.0K
Citigroup Inc1,259
0.0% of portfolio›$148.5K
Nisa Investment Advisors, LLC1,076
0.0% of portfolio›$126.9K
Parallel Advisors, LLC773
0.0% of portfolio›$91.2K
Signaturefd, LLC603
0.0% of portfolio›$71.1K
DekaBank Deutsche Girozentrale501
0.0% of portfolio›$60
State of Alaska, Department of Revenue425
0.0% of portfolio›$50
Ares Financial Consulting, LLC212
0.0% of portfolio›$25.0K
SJS Investment Consulting Inc.111
0.0% of portfolio›$13.1K
Farther Finance Advisors, LLC102
0.0% of portfolio›$12.0K
IFP Advisors, Inc92
0.0% of portfolio›$10.9K
Eastern Bank60
0.0% of portfolio›$7.1K
Armstrong Advisory Group, Inc60
0.0% of portfolio›$7.1K
Pinnacle Wealth Planning Services, Inc.41
0.0% of portfolio›$4.8K
Fortitude Family Office, LLC20
0.0% of portfolio›$2.4K
Avion Wealth11
0.0% of portfolio›$1
EverSource Wealth Advisors, LLC7
0.0% of portfolio›$826
Essential Partners LLC2
0.0% of portfolio›$236
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
535,115$63.1M0.0%IndexLowAustin, TX2026-11-04
Bokf, NA
23,850$2.8M0.0%CoreLowTulsa, OK2026-10-27
Beverly Hills Private Wealth, LLC
21,232$2.5M0.4%ValueMediumBeverly Hills, CA2026-11-04
Wealth Enhancement Advisory Services, LLC
12,122$78.5K0.0%CoreLowPlymouth, MN2026-10-13
NorthCrest Asset Manangement, LLC
11,448$1.3M0.0%GrowthLowPlymouth, MN2026-10-13
Y-Intercept (Hong Kong) Ltd
7,929$935.3K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Virginia Retirement Systems ET Al
6,400$754.9K0.0%CoreMediumRichmond, VA2026-10-28
Inspire Investing, LLC
5,345$630.5K0.0%GARPHighMeridian, ID2026-10-22
Penn Capital Management Company, LLC
4,937$582.4K0.0%ValueHighPhiladelphia, PA2026-11-04
Creative Planning
2,305$271.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Missouri Trust & Investment Co
1,900$224.1K0.1%CoreVery LowSpringfield, MO2026-11-04
Ullmann Wealth Partners Group, LLC
1,789$211.0K0.0%ETFLowJacksonville Beach, FL2026-11-02
Citigroup Inc
1,259$148.5K0.0%CoreMediumNew York, NY2026-11-04
Nisa Investment Advisors, LLC
1,076$126.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Parallel Advisors, LLC
773$91.2K0.0%IndexLowSan Francisco, CA2026-11-03
Signaturefd, LLC
603$71.1K0.0%IndexLowAtlanta, GA2026-10-23
DekaBank Deutsche Girozentrale
501$600.0%CoreLowFrankfurt, Hong Kong2026-10-27
State of Alaska, Department of Revenue
425$500.0%CoreVery LowJuneau, AK2026-10-15
Ares Financial Consulting, LLC
212$25.0K0.0%CoreLowCalabasas, CA2026-10-19
SJS Investment Consulting Inc.
111$13.1K0.0%ETFVery LowSylvania, OH2026-10-26
Farther Finance Advisors, LLC
102$12.0K0.0%IndexLowSan Francisco, CA2026-10-08
IFP Advisors, Inc
92$10.9K0.0%GrowthLowTampa, FL2026-10-16
Eastern Bank
60$7.1K0.0%GrowthMediumBoston, MA2026-10-05
Armstrong Advisory Group, Inc
60$7.1K0.0%ETFHighNeedham, MA2026-10-09
Pinnacle Wealth Planning Services, Inc.
41$4.8K0.0%GARPLowMansfield, OH2026-10-27
Fortitude Family Office, LLC
20$2.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Avion Wealth
11$10.0%ETFLowThe Woodlands, TX2026-11-04
EverSource Wealth Advisors, LLC
7$8260.0%CoreMediumBirmingham, AL2026-11-04
Essential Partners LLC
2$2360.0%ValueMediumRancho Santa Fe, CA2026-10-14