§ FINANCIAL SERVICES
USD · Financial ServicesOPY
OPPENHEIMER HOLDINGS-CL A
USDSector · Financial Services
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
77 increased/new, 31 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| JB CAPITAL PARTNERS LP | 504K | 7.7% | ±0% |
| Dimensional Fund Advisors | 497K | 0.0% | +2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 391K | n/a | n/a |
| AMERICAN CENTURY COMPANIES INC | 353K | 0.0% | +10% |
| BlackRock, Inc. | 187K | 0.0% | +6% |
| ROYCE & ASSOCIATES LP | 170K | 0.1% | +56% |
◇ AC INTELLIGENCE
Top institutional owners for OPY as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER55.2% · 0 holders
OTHER25.1% · 79 holders
QUALITY / COMPOUNDER9.4% · 10 holders
PASSIVE / INDEX3.7% · 6 holders
DEALER / BANK3.1% · 16 holders
DEEP VALUE1.2% · 1 holder
TACTICAL / MACRO0.9% · 3 holders
SYSTEMATIC / QUANT0.9% · 3 holders
ACTIVIST0.4% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for OPY in the last 180 days.