Oppenheimer Holdings Inc.
Oppenheimer Holdings Inc. (NYSE: OPY) is a middle-market investment bank and full-service broker-dealer whose businesses include retail brokerage, investment banking, institutional sales and trading, research, market-making, trust services, and investment advisory and asset management. It serves individuals and… From the company’s description.
Over the twelve months to Sep 30, 2026, Oppenheimer Holdings Inc. reported revenue of $1.75B, up 13.9% from a year earlier, and net income of $86.10M. Its pre-tax margin was 7.2%. In fiscal 2025, it reported revenue of $1.64B, up 14.4% from fiscal 2024, and net income of $147.96M.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Oppenheimer Holdings Inc. does
In the company’s own words
Oppenheimer Holdings Inc. (NYSE: OPY) is a middle-market investment bank and full-service broker-dealer whose businesses include retail brokerage, investment banking, institutional sales and trading, research, market-making, trust services, and investment advisory and asset management. It serves individuals and families, businesses, institutions, governments, and financial sponsors. The company reports two business segments, Wealth Management and Capital Markets. Wealth Management provides brokerage, financial planning, lending, advisory, and asset management services through Oppenheimer & Co. and Oppenheimer Asset Management. Capital Markets provides corporate and public finance investment banking, equity and fixed-income trading and research, and related services. Its advisory offerings include separately managed accounts, mutual fund programs, and alternative investments. At December 31, 2025, the company had $143.3 billion in client assets under administration and $55.2 billion in fee-based assets under management. Its Wealth Management network included 924 financial advisors across 88 U.S. offices. The company’s roots date to 1881, and its subsidiaries also include Oppenheimer Trust, OPY Credit, and international brokerage and investment banking businesses.
Company details
- Sector
- Financials
- Industry (SIC)
- Banks & Brokers
- Headquarters
- NEW YORK, NY
- Fiscal year end
- December
- CIK
- 791963
- SIC
- 6211
Financial performance, year by year
Fiscal 2011–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Oppenheimer Holdings Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Superinvestors in Oppenheimer Holdings Inc. · what they did last quarter
Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.
Largest fund holders · Oppenheimer Holdings Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
Could not be determined for this company: bond issues.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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