Oppenheimer Holdings, Inc. — Institutional Ownership
Which tracked institutions hold OPY, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
18
Funds holding
$43360016
Total value held
Buying
12 added/new · 5 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $16684418 | 187066 | +10855 | +6.16% |
| 2 | Morgan Stanley | $7861701 | 88145 | +3322 | +3.92% |
| 3 | State Street Corp | $5333384 | 59798 | -7623 | -11.31% |
| 4 | Goldman Sachs Group Inc | $3343477 | 37487 | -8522 | -18.52% |
| 5 | Bank Of America Corp /De/ | $2352119 | 26372 | -4448 | -14.43% |
| 6 | Franklin Resources Inc | $2311626 | 25918 | — | NEW BUY |
| 7 | Bank Of New York Mellon Corp | $1684439 | 18886 | +1701 | +9.90% |
| 8 | Northern Trust Corp | $1547981 | 17356 | +595 | +3.55% |
| 9 | Sei Investments Co | $1117736 | 12532 | — | NEW BUY |
| 10 | Ameriprise Financial Inc | $515340 | 5778 | -55 | -0.94% |
| 11 | Invesco Ltd. | $461789 | 6388 | -31271 | -83.04% |
| 12 | Citigroup Inc | $108073 | 1495 | +717 | +92.16% |
| 13 | Barclays Plc | $30235 | 339 | — | NEW BUY |
| 14 | Us Bancorp \De\ | $3746 | 42 | — | Held |
| 15 | Fifth Third Bancorp | $2854 | 32 | +7 | +28.00% |
| 16 | Royal Bank Of Canada | $1000 | 14 | — | NEW BUY |
| 17 | Wells Fargo & Company/Mn | $49 | 1 | +1 | +% |
| 18 | Amalgamated Financial Corp. | $49 | 1113 | — | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.