Estimated market cap $955.98MShares outstanding from the company’s latest SEC filing (all share classes, each priced at its own close; ADRs converted to ADS) × last close from Tiingo. Updated daily. This figure: shares as of Oct 29, 2026, last close Nov 13, 2026.10.71M shares, shares as of Oct 29, 2026CIK 791963The SEC’s Central Index Key, the number it uses to identify every company and person that files.
Insider trades, 12 mo
2 buys · 1 sell
$423.7K sold, open market
Congress trades, 24 mo
—
No disclosed trades
13F holders
…
Lobbying, 12 mo
—
No lobbying filings
Federal contracts, 12 mo
—
None matched
Ask your AI:
Latest 10-Q
What changed in Oppenheimer Holdings, Inc.'s latest quarterly report, compared with the one before.
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Insider trades
Open-market trades from Form 4. 10b5-1 marks a plan set in advance.Open-market buys and sales by officers, directors and 10% owners, from SEC Form 4. A plan set in advance is marked 10b5-1.
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13F holders
Funds that report this stock, checked against market prices.Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
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Top 10 holders.Premium lists every holder, with CSV downloads.
Disclosed in dollar ranges, up to 45 days after the trade.Members of Congress, their spouses and dependent children report trades in dollar ranges, up to 45 days after the trade.
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Lobbying
What Oppenheimer Holdings, Inc. and its lobbying firms report each quarter.A company that lobbies with its own staff reports its expenses; a lobbying firm it hires reports the income it received. We count both.
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H-1B labor applications at Oppenheimer Holdings, Inc.
1 certified in 12 mo
Labor condition applications decided by the Department of Labor, matched to Oppenheimer Holdings, Inc. by employer name. An application is not a hire.
Median yearly wage offered, full-time certified applications, Jul 2025 to Jun 2026: —The wage the employer offered, as filed, with its unit. The yearly figure restates it per year (hourly x 2,080, weekly x 52, every two weeks x 26, monthly x 12) from the low end of the offered range. It is not what the worker was paid.
H-1B labor applications decided at Oppenheimer Holdings, Inc. by quarter
Quarter
Certified
All decided
Workers asked for
2024 Q3
1
1
1
2024 Q4
0
0
0
2025 Q1
1
1
1
2025 Q2
1
1
1
2025 Q3
1
1
1
2025 Q4
0
0
0
2026 Q1
0
0
0
2026 Q2
0
1
0
Most common job titles at Oppenheimer Holdings, Inc.
We match the employer's name to a public company automatically, including a reviewed list of subsidiaries. A subsidiary can be missed and a similar name can be matched wrongly. The files carry no worker names.
Institutional ownership over time
How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.
13F holders, Q3 2026Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
93
30.3% of shares · 28 added
Latest 10-Q
Q3 2026
What changed in Oppenheimer Holdings, Inc.'s latest quarterly report, compared with the one before.
Filed Oct 30, 2026 · Quarter ended Sep 30, 2026
Summary text goes here once it has loaded. Summary text goes here once it has loaded.
Summary text goes here once it has loaded.
Summary text goes here once it has loaded.
AI summary of changes vs the prior report. Written by AI from the paragraphs that changed, and checked against them. This is information, not investment advice.
Compared with the 10-Q for the quarter ended Jun 30, 2026. Sections compared: management's discussion, risk factors, legal proceedings and controls and procedures.
Open-market trades from Form 4. 10b5-1 marks a plan set in advance.Open-market buys and sales by officers, directors and 10% owners, from SEC Form 4. A plan set in advance is marked 10b5-1.
No open-market insider trades reported since Mar 2, 2026. Insiders have two business days to file.
Recent insider trades
How the stock has done since the trade date, measured against the S&P 500 over the same days. It describes the stock, not the trader's actual gain or loss.
93 funds report OPY. Values checked against market prices.Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
Funds own 42% of Class A shares (Q2 2026)Fund managers with more than $100 million in US-listed stocks file a 13F each quarter. It lists their long stock positions only (shorts, options and bonds are left out) and can arrive up to 45 days after the quarter ends, so this is a snapshot of the quarter end. We add up the shares every fund reports in this class and divide by the shares outstanding. The total can pass 100%: the same shares are often reported by more than one manager (an adviser and the fund it runs), lent shares can be reported twice, and the share count can be out of date after buybacks. We divided 4.47M reported Class A shares by 10.61M Class A shares, from the cover page of the company’s filing as of Oct 29, 2026. Only this class is counted, not the company’s other classes.
121 funds hold the Class A shares.
Q3 2026: 30% · 5,560 of ~8,900 funds reported so farFunds have 45 days after a quarter ends to file. This quarter’s reports are still arriving, so the figure only counts the funds that have filed so far and will usually rise.
Q2 202642%
Q3 2026 (so far)30%
Q3 2026. 21 new, 28 added to, 25 trimmed, 50 exited since Q2 2026.
Download CSVEvery fund that holds OPY, not only these ten. A download holds at most 10,000 rows; narrow the filters to get a smaller slice.
Trades by members of Congress
Disclosed in dollar ranges, up to 45 days after the trade.Members of Congress, their spouses and dependent children report trades in dollar ranges, up to 45 days after the trade.
Recent congressional trades
Member
Transaction
Amount
Traded → disclosed
Since tradeHow the stock has done since the trade date, measured against the S&P 500 over the same days. It describes the stock, not the trader's actual gain or loss.
What Oppenheimer Holdings, Inc. and its lobbying firms report each quarter.A company that lobbies with its own staff reports its expenses; a lobbying firm it hires reports the income it received. We count both.
No recent lobbying filings for this company.
Institutional ownership over time
How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.
Funds holding the stock
Shares they report
Funds holding the stock by quarter
Q2 2013
63
—
5.54M
$105.5M
Q3 2013
62
-1
5.28M
$93.9M
Q4 2013
65
+3
5.13M
$127.0M
Q1 2014
76
+11
5.26M
$148.0M
Q2 2014
75
-1
5.45M
$130.7M
Q3 2014
78
+3
5.45M
$110.5M
Q4 2014
73
-5
5.58M
$127.9M
Q1 2015
73
0
5.60M
$131.4M
Q2 2015
78
+5
5.76M
$151.4M
Q3 2015
73
-5
5.77M
$114.9M
Q4 2015
66
-7
5.76M
$100.0M
Q1 2016
61
-5
5.63M
$89.1M
Q2 2016
57
-4
5.64M
$87.1M
Q3 2016
59
+2
5.48M
$78.2M
Q4 2016
67
+8
5.70M
$106.1M
Q1 2017
59
-8
5.45M
$93.3M
Q2 2017
56
-3
5.39M
$88.4M
Q3 2017
55
-1
5.40M
$93.6M
Q4 2017
82
+27
6.11M
$163.7M
Q1 2018
84
+2
6.14M
$158.4M
Q2 2018
92
+8
6.26M
$175.3M
Q3 2018
97
+5
6.52M
$206.2M
Q4 2018
92
-5
6.35M
$162.2M
Q1 2019
93
+1
6.25M
$162.5M
Q2 2019
90
-3
6.06M
$164.8M
Q3 2019
99
+9
6.11M
$183.7M
Q4 2019
93
-6
6.18M
$169.7M
Q1 2020
88
-5
5.85M
$115.6M
Q2 2020
87
-1
5.65M
$123.1M
Q3 2020
86
-1
5.40M
$120.5M
Q4 2020
85
-1
5.38M
$169.1M
Q1 2021
96
+11
5.37M
$215.2M
Q2 2021
99
+3
5.53M
$281.2M
Q3 2021
96
-3
5.40M
$244.7M
Q4 2021
101
+5
5.58M
$258.6M
Q1 2022
101
0
5.30M
$231.0M
Q2 2022
86
-15
4.83M
$159.6M
Q3 2022
79
-7
4.49M
$139.0M
Q4 2022
79
0
4.13M
$174.6M
Q1 2023
85
+6
4.26M
$166.5M
Q2 2023
88
+3
3.88M
$156.0M
Q3 2023
75
-13
3.39M
$129.9M
Q4 2023
77
+2
3.44M
$142.3M
Q1 2024
72
-5
3.44M
$137.3M
Q2 2024
80
+8
3.46M
$165.6M
Q3 2024
89
+9
3.66M
$187.2M
Q4 2024
95
+6
3.71M
$237.8M
Q1 2025
86
-9
3.78M
$225.4M
Q2 2025
98
+12
4.00M
$262.8M
Q3 2025
109
+11
4.11M
$303.3M
Q4 2025
109
0
4.22M
$305.5M
Q1 2026
116
+7
4.24M
$376.7M
Q2 2026
121
+5
4.47M
$470.3M
Q3 2026
93
-28
3.21M
$378.2M
Each point is a quarter-end, from Q2 2013 to Q3 2026. A fund's 13F lists its long positions in US-listed securities as of the last day of the quarter and arrives up to 45 days later, so each point shows holdings at quarter-end, not on the day they were reported.
Common shares only; options and bonds are left out. When a fund amends a report, the amended version is the one counted.
The history follows the company's current CUSIP number (683797104). If the company's shares were ever re-issued under a different CUSIP, the quarters before the change are not part of this series, so the first point (Q2 2013) can be later than the stock's first appearance in 13F reports.
Share counts are adjusted for stock splits; none took place between these quarters. Values are in dollars as reported at the time and are not adjusted.
A quarter appears once our daily update has built its summary. If a summary cannot be built, older reports are kept and the chart shows the quarters it has until the next update repairs it.