Oppenheimer Holdings, Inc. — Institutional Ownership
Which tracked institutions hold OPY, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
22
Funds holding
$63198193
Total value held
Buying
15 added/new · 7 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $21473486 | 203463 | +16397 | +8.77% |
| 2 | Morgan Stanley | $11284817 | 106924 | +18779 | +21.30% |
| 3 | State Street Corp | $7992966 | 75734 | +15936 | +26.65% |
| 4 | Jpmorgan Chase & Co | $5882311 | 56398 | +2574 | +4.78% |
| 5 | Goldman Sachs Group Inc | $4246943 | 40240 | +2753 | +7.34% |
| 6 | Franklin Resources Inc | $2851480 | 27018 | +1100 | +4.24% |
| 7 | Bank Of America Corp /De/ | $2238926 | 21214 | -5158 | -19.56% |
| 8 | Northern Trust Corp | $2058979 | 19509 | +2153 | +12.40% |
| 9 | Bank Of New York Mellon Corp | $1897375 | 17978 | -908 | -4.81% |
| 10 | Invesco Ltd. | $822896 | 7797 | +7797 | NEW BUY |
| 11 | Ubs Group Ag | $754611 | 7150 | +7150 | NEW BUY |
| 12 | Sei Investments Co | $611917 | 5798 | -6734 | -53.73% |
| 13 | Ameriprise Financial Inc | $600206 | 5687 | +5687 | NEW BUY |
| 14 | Stifel Financial Corp | $316620 | 3000 | +3000 | NEW BUY |
| 15 | Citigroup Inc | $101847 | 965 | -530 | -35.45% |
| 16 | Wells Fargo & Company/Mn | $32161 | 305 | +305 | NEW BUY |
| 17 | Barclays Plc | $18681 | 177 | -162 | -47.79% |
| 18 | Us Bancorp \De\ | $4222 | 40 | -2 | -4.76% |
| 19 | Pnc Financial Services Group, Inc. | $2850 | 27 | +27 | NEW BUY |
| 20 | Fifth Third Bancorp | $2850 | 27 | -5 | -15.62% |
| 21 | Royal Bank Of Canada | $2000 | 25 | +11 | +78.57% |
| 22 | Amalgamated Financial Corp. | $49 | 1113 | +1113 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.