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Oppenheimer Holdings Inc.

OPY Financials
$93.86 $-2.75 (-2.85%)
Market Cap: $1.01 B
Gurus Holding
5
Popularity Rank
#1759
% of Shares Held
2.25%
Net Activity (Q1 2026)
+$4.09 M

Guru Ownership Trend

Guru Analysis for Oppenheimer Holdings Inc. (OPY)

Oppenheimer Holdings Inc. (OPY), a key player in the Financials sector, continues to attract institutional attention.

As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $22.6 M.

Top institutional holders include Chuck Royce and Ken Fisher.

Institutional sentiment is currently Bullish. This is evidenced by a $4.09 M net inflow during the quarter.

Recent activity highlights Chuck Royce who increased their stake by 56.2%. Conversely, Paul Tudor Jones reduced exposure by 54.4%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$5.49 M
Total Buy Value
New Buys 0
Additions 2
-$1.4 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
2

FAQs for Oppenheimer Holdings Inc. (OPY)

Major holders include Chuck Royce ($15.17 M), Ken Fisher ($2.26 M), Renaissance Technologies (RenTech) ($2.03 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 240,768 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $4.09 M, with 2 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited OPY. The total reported sell value was $1.4 M.

Yes, 0 managers opened new positions in OPY, and 2 increased their existing holdings. The total reported buy value was $5.49 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.15% Add 56.2% 170,079 $15.17 M Q1 2026
0.00% 25,286 $2.26 M Q1 2026
0.00% Add 1.8% 22,800 $2.03 M Q1 2026
0.00% Reduce -54.4% 12,643 $1.13 M Q1 2026
0.00% Reduce -5.8% 9,960 $888,332 Q1 2026
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