Oppenheimer Holdings Class AOPY
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 109 institutions reported holding Oppenheimer Holdings Class A (OPY) in their 13F filings, unchanged from Q3 2025. 14 opened new positions and 16 sold out. The largest holders were JB Capital Partners LP ($36.4M), Dimensional Fund Advisors LP ($35.4M) and Vanguard Group Inc. ($31.7M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Oppenheimer Holdings Class A
- CUSIP
- 683797104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $3.7M |
| Exits | 16 | $7.6M |
All 13F filers, Q3 2025 → Q4 2025: 292,400 shares bought and 262,690 shares sold, net +29,710 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 109 holders
| JB Capital Partners LP | 6.27% | No change | 503,954 | $36.4M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.7% | 489,649 | $35.4M |
| Vanguard Group Inc. | 0.00% | Add +2.8% | 437,943 | $31.7M |
| American Century Companies Inc. | 0.01% | Add +6.9% | 319,990 | $23.1M |
| BlackRock, Inc. | 0.00% | Add +3.9% | 176,211 | $12.7M |
| RBF Capital, LLC | 0.54% | Reduce -0.7% | 163,771 | $11.8M |
| Greenwich Wealth Management LLC | 0.40% | No change | 125,022 | $9.0M |
| Millennium Management | 0.01% | Add +56.6% | 114,737 | $8.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +21.4% | 110,906 | $8.0M |
| Royce & Associates LP | 0.08% | Reduce -3.1% | 108,892 | $7.9M |
| Boston Partners | 0.01% | Add +9.2% | 86,196 | $6.2M |
| Morgan Stanley | 0.00% | Reduce -2.0% | 84,823 | $6.1M |
| Geode Capital Management, LLC | 0.00% | Add +6.3% | 73,322 | $5.3M |
| State Street Corp. | 0.00% | Add +109.6% | 67,421 | $4.9M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -9.4% | 66,064 | $4.8M |
| Bridgeway Capital Management, LLC | 0.09% | Add +25.4% | 57,986 | $4.2M |
| Arbiter Partners Capital Management LLC | 2.14% | No change | 54,999 | $4.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -26.8% | 50,800 | $3.7M |
| D. E. Shaw & Co. | 0.00% | Add +24.1% | 50,188 | $3.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +13.6% | 46,009 | $3.3M |
| TCW Group Inc. | 0.02% | No change | 38,694 | $2.8M |
| Algert Global LLC | 0.04% | Add +3.8% | 35,069 | $2.5M |
| Boothbay Fund Management, LLC | 0.06% | Add +0.4% | 32,219 | $2.3M |
| BNP Paribas Financial Markets | 0.00% | Add +21.0% | 31,192 | $2.3M |
| Bank of America Corp. | 0.00% | Reduce -9.7% | 30,820 | $2.2M |
| Neuberger Berman Group LLC | 0.00% | Add +0.3% | 30,255 | $2.2M |
| Two Sigma Advisers, LP | 0.00% | Reduce -10.6% | 29,500 | $2.1M |
| Tudor Investment Corporation | 0.01% | Reduce -3.7% | 27,748 | $2.0M |
| Brandywine Global Investment Management, LLC | 0.01% | Reduce -3.4% | 25,558 | $1.8M |
| Fisher Asset Management | 0.00% | Reduce -5.2% | 25,286 | $1.8M |
| Bokf, NA | 0.03% | No change | 23,850 | $1.7M |
| Two Sigma Investments, LP | 0.00% | Add +47.2% | 23,814 | $1.7M |
| Voleon Capital Management LP | 0.04% | Add +77.7% | 22,961 | $1.7M |
| Renaissance Technologies | 0.00% | Reduce -33.7% | 22,400 | $1.6M |
| Citadel Advisors | 0.00% | Reduce -35.2% | 21,147 | $1.5M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -3.5% | 20,938 | $1.5M |
| Beverly Hills Private Wealth, LLC | 0.25% | Add +4.1% | 20,234 | $1.5M |
| EJF Capital LP | 0.82% | No change | 20,000 | $1.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +6.3% | 19,812 | $1.4M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +48.8% | 19,784 | $1.4M |
| Man Group plc | 0.00% | Add +31.5% | 19,183 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Add +47.1% | 17,185 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +12.1% | 17,113 | $1.2M |
| Marshall Wace, LLP | 0.00% | Reduce -63.8% | 16,795 | $1.2M |
| Northern Trust Corp. | 0.00% | Add +5.8% | 16,761 | $1.2M |
| Polen Capital Management LLC | 0.01% | No change | 16,343 | $1.2M |
| Acadian Asset Management LLC | 0.00% | Reduce -10.3% | 15,721 | $1.1M |
| FMR LLC | 0.00% | Add +24.5% | 15,598 | $1.1M |
| Round Rock Advisors LLC | 0.16% | Add +62.9% | 14,539 | $1.1M |
| HRT Financial LP | 0.00% | Add +23.4% | 13,632 | $985K |
| NorthCrest Asset Manangement, LLC | 0.02% | No change | 11,350 | $841K |
| Point72 Asset Management | 0.00% | New | 10,570 | $764K |
| Canada Pension Plan Investment Board | 0.00% | New | 10,000 | $723K |
| AlphaQuest LLC | 0.04% | Add +176.8% | 9,024 | $652K |
| Corsair Capital Management, L.P. | 0.11% | Reduce -11.0% | 8,941 | $646K |
| Penn Capital Management Company, LLC | 0.05% | No change | 8,659 | $626K |
| Jump Financial, LLC | 0.01% | Add +8.0% | 8,444 | $610K |
| Prelude Capital Management, LLC | 0.04% | No change | 8,000 | $578K |
| Sei Investments Co. | 0.00% | New | 7,939 | $574K |
| Captrust Financial Advisors | 0.00% | No change | 7,000 | $506K |
| Trexquant Investment LP | 0.00% | New | 6,579 | $476K |
| Inspire Investing, LLC | 0.04% | Add +6.3% | 6,507 | $470K |
| Invesco Ltd. | 0.00% | Reduce -83.0% | 6,388 | $462K |
| Verition Fund Management LLC | 0.00% | Reduce -7.0% | 6,347 | $459K |
| Brevan Howard Capital Management LP | 0.01% | Add +7.6% | 6,212 | $449K |
| XTX Topco Ltd | 0.01% | New | 6,189 | $447K |
| Ameriprise Financial Inc. | 0.00% | Add +1.2% | 5,833 | $424K |
| Caxton Associates LLP | 0.01% | No change | 5,083 | $367K |
| Susquehanna International Group, LLP | 0.00% | Add +16.2% | 4,705 | $340K |
| UBS Group AG | 0.00% | Add +26.5% | 4,403 | $318K |
| Susquehanna Portfolio Strategies, LLC | 0.00% | Reduce -45.5% | 4,342 | $314K |
| Oppenheimer & Co. Inc. | 0.00% | New | 3,833 | $277K |
| DGS Capital Management, LLC | 0.04% | Reduce -6.5% | 3,584 | $259K |
| Walleye Capital LLC | 0.00% | Reduce -49.9% | 3,087 | $223K |
| Stifel Financial Corp. | 0.00% | Reduce -0.4% | 3,000 | $217K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -82.2% | 2,947 | $213K |
| Metis Global Partners, LLC | 0.00% | No change | 2,794 | $202K |
| State of Tennessee, Department of Treasury | 0.00% | New | 2,028 | $170K |
| Missouri Trust & Investment Co | 0.04% | No change | 1,900 | $137K |
| Citigroup Inc. | 0.00% | Add +92.2% | 1,495 | $108K |
| Quantbot Technologies LP | 0.00% | Reduce -72.3% | 1,393 | $101K |
| Nisa Investment Advisors, LLC | 0.00% | New | 1,200 | $89K |
| McIlrath & Eck, LLC | 0.01% | New | 1,101 | $80K |
| Aquatic Capital Management LLC | 0.00% | Reduce -71.1% | 811 | $59K |
| Parallel Advisors, LLC | 0.00% | No change | 749 | $54K |
| Clearstead Advisors, LLC | 0.00% | Add +193.9% | 629 | $45K |
| Barclays PLC | 0.00% | New | 551 | $40K |
| Osaic Holdings, Inc. | 0.00% | New | 530 | $38K |
| Torren Management, LLC | 0.02% | — | 527 | $38K |
| Arax Advisory Partners | 0.00% | Add +47700.0% | 478 | $35K |
| Quadrant Capital Group LLC | 0.00% | Reduce -1.6% | 444 | $32K |
| State of Alaska, Department of Revenue | 0.00% | No change | 425 | $30K |
| WealthCollab, LLC | 0.01% | No change | 300 | $22K |
| Rhumbline Advisers | 0.00% | No change | 215 | $16K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 81 | $6K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 60 | $4K |
| US Bancorp \de | 0.00% | Reduce -4.5% | 42 | $3K |
| Royal Bank of Canada | 0.00% | Reduce -52.4% | 40 | $3K |
| Bessemer Group Inc. | 0.00% | No change | 42 | $3K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 41 | $3K |
| Allworth Financial LP | 0.00% | Add +17.6% | 40 | $3K |
| Quarry LP | 0.00% | New | 38 | $3K |
| Smartleaf Asset Management LLC | 0.00% | New | 34 | $2K |
| Cwm, LLC | 0.00% | Reduce -14.3% | 24 | $2K |
| Fifth Third Bancorp | 0.00% | No change | 25 | $2K |
| Ares Financial Consulting, LLC | 0.00% | — | 23 | $2K |
| GAMMA Investing LLC | 0.00% | Reduce -40.0% | 15 | $1K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $49 |
| Avion Wealth | 0.00% | No change | 11 | $0 |
"% of holder's portfolio" is OPY's weight in each manager's 13F, not the share of Oppenheimer Holdings Class A the manager owns.