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Disclosery

OPY OPPENHEIMER HLDGS INC

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COMMON STOCK (common), issuer CIK 791963

107 managers (109 13F filers) reported a position in OPY shares at 2025-12-31, 4,060,087 shares in all. 14 filers opened a position and 16 filers sold out during the quarter.

Managers
107
13F filers
109
New
14
Added
39
Reduced
31
Sold out
16
Shares held by filers
4,060,087

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JB CAPITAL PARTNERS LP503,954$36.4M6.27%013F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP489,649$35.4M0.01%-3,56913F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC437,943$31.7M<0.01%+11,91013F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC319,990$23.1M0.01%+20,77913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.176,211$12.7M<0.01%+6,54413F-HRTimelineGroup
RBF Capital, LLC163,771$11.8M0.54%-1,22913F-HR/ATimeline
Greenwich Wealth Management LLC125,022$9.04M0.4%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC114,737$8.29M0.01%+41,48513F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co110,906$8.02M<0.01%+19,55813F-HRTimelineGroup
ROYCE & ASSOCIATES LP108,892$7.87M0.08%-3,51213F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp86,196$6.23M0.01%+7,25513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY84,823$6.13M<0.01%-1,74713F-HR/ATimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC73,322$5.3M<0.01%+4,33713F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP67,421$4.94M<0.01%+35,25013F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …66,064$4.78M<0.01%-6,82013F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC57,986$4.19M0.09%+11,73513F-HRTimeline
Arbiter Partners Capital Management LLCin group Arbiter Partners Capital Mana…54,999$3.98M2.14%013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding53,314$3.85M+4,132Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO50,800$3.67M<0.01%-18,63813F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.50,188$3.63M<0.01%+9,74413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC46,009$3.33M<0.01%+5,50913F-HR/ATimelineGroup
TCW GROUP INCin group TCW GROUP INC38,694$2.8M0.02%013F-HRTimelineGroup
ALGERT GLOBAL LLC35,069$2.54M0.04%+1,29013F-HR/ATimeline
BOOTHBAY FUND MANAGEMENT, LLC32,219$2.33M0.06%+12013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS31,192$2.25M<0.01%+5,41213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/30,820$2.23M<0.01%-3,30113F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC30,255$2.19M<0.01%+10013F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL27,748$2.01M0.01%-1,06013F-HRTimeline
Brandywine Global Investment Management…in group Franklin Resources25,558$1.85M0.01%-90013F-HRTimelineGroup
Fisher Asset Management, LLC25,286$1.83M<0.01%-1,37813F-HRTimeline
BOKF, NAin group BOKF, NA23,850$1.72M0.03%013F-HRTimelineGroup
Voleon Capital Management LP22,961$1.66M0.04%+10,03613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC22,400$1.62M<0.01%-11,40013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,147$1.53M<0.01%-11,46613F-HRTimelineGroup
Qube Research & Technologies Ltd20,938$1.51M<0.01%-76313F-HRTimeline
Beverly Hills Private Wealth, LLC20,234$1.46M0.25%+80113F-HR/ATimeline
EJF Capital LP20,000$1.45M0.82%013F-HRTimeline
Connor, Clark & Lunn Investment Managem…19,812$1.43M<0.01%+1,18013F-HRTimeline
Y-Intercept (Hong Kong) Ltd19,784$1.43M0.03%+6,49013F-HRTimeline
Man Group plcin group Man Group plc19,183$1.39M<0.01%+4,59413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp17,185$1.24M<0.01%+5,50213F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…17,113$1.24M<0.01%+1,84013F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP16,795$1.21M<0.01%-29,57413F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP16,761$1.21M<0.01%+92413F-HRTimelineGroup
POLEN CAPITAL MANAGEMENT LLC16,343$1.18M0.01%013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC15,721$1.14M<0.01%-1,80613F-HRTimelineGroup
FMR LLCin group FMR LLC15,598$1.13M<0.01%+3,06813F-HRTimelineGroup
Round Rock Advisors LLC14,539$1.05M0.16%+5,61513F-HR/ATimeline
HRT FINANCIAL LP13,632$985K<0.01%+2,58313F-HRTimeline
NorthCrest Asset Manangement, LLC11,350$841K0.02%013F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.10,570$764K<0.01%new13F-HRTimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD10,000$723K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding9,047$654K-2,966Timeline
AlphaQuest LLC9,024$652K0.04%+5,76413F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.8,941$646K0.11%-1,10213F-HRTimeline
Penn Capital Management Company, LLC8,659$626K0.05%013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC8,444$610K0.01%+62413F-HRTimelineGroup
PRELUDE CAPITAL MANAGEMENT, LLC8,000$578K0.04%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO7,939$574K<0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS7,000$506K<0.01%013F-HRTimeline
Trexquant Investment LP6,579$476K<0.01%new13F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC6,507$470K0.04%+38513F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.6,388$462K<0.01%-31,27113F-HRTimelineGroup
Verition Fund Management LLC6,347$459K<0.01%-48113F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…6,212$449K0.01%+43913F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd6,189$447K0.01%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,833$424K<0.01%+6713F-HRTimelineGroup
CAXTON ASSOCIATES LLP5,083$367K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG4,403$318K<0.01%+92313F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,833$277K<0.01%new13F-HRTimelineGroup
DGS Capital Management, LLCin group DGS Capital Management, LLC3,584$259K0.04%-24813F-HRTimelineGroup
Walleye Capital LLCin group Walleye Capital LLC3,087$223K<0.01%-3,07813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,000$217K<0.01%-1313F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,947$213K<0.01%-13,60913F-HRTimeline
Metis Global Partners, LLC2,794$202K<0.01%013F-HRTimeline
State of Tennessee, Department of Treas…2,028$170K<0.01%new13F-HRTimeline
Missouri Trust & Investment Co1,900$137K0.04%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,495$108K<0.01%+71713F-HRTimelineGroup
Quantbot Technologies LP1,393$101K<0.01%-3,64213F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,200$88.8K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC1,101$79.6K0.01%new13F-HRTimeline
Aquatic Capital Management LLC811$58.6K<0.01%-1,99413F-HRTimeline
Parallel Advisors, LLC749$54.1K<0.01%013F-HRTimeline
Clearstead Advisors, LLC629$45.5K<0.01%+41513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC551$39.8K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.530$38.3K<0.01%new13F-HRTimelineGroup
Torren Management, LLC527$38.1K0.02%13F-HRTimeline
Arax Advisory Partners478$34.5K<0.01%+47713F-HRTimeline
QUADRANT CAPITAL GROUP LLC444$32.1K<0.01%-713F-HRTimeline
State of Alaska, Department of Revenue425$30K<0.01%013F-HRTimeline
WealthCollab, LLC300$21.7K0.01%013F-HRTimeline
RHUMBLINE ADVISERS215$15.5K<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…81$6.22K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC60$4.34K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\42$3.04K<0.01%-213F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC42$3K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA40$3K<0.01%-4413F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.41$2.96K<0.01%new13F-HRTimeline
Allworth Financial LP40$2.89K<0.01%+613F-HRTimeline
Quarry LP38$2.75K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC34$2.49K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC24$2K<0.01%-413F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…25$1.81K<0.01%013F-HRTimelineGroup
Ares Financial Consulting, LLC23$1.66K<0.01%13F-HRTimeline
GAMMA Investing LLC15$1.08K<0.01%-1013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$49<0.01%+113F-HRTimelineGroup
Avion Wealth11$00%013F-HRTimelineValue filed as zero, left out of ratios.