OPPENHEIMER HOLDINGS INC
Oppenheimer Holdings Inc. (NYSE: OPY) is a leading middle-market investment bank and full-service broker-dealer with roots tracing back to 1881. The company operates through its subsidiaries, including Oppenheimer & Co. Inc., Oppenheimer Asset Management Inc., Oppenheimer Trust Company of Delaware Inc., and OPY Credit… From the company’s description.
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 leading middle-market investment bank and full-service broker-dealer with roots tracing back to 1881. The company operates through its subsidiaries, including Oppenheimer & Co. Inc., Oppenheimer Asset Management Inc., Oppenheimer Trust Company of Delaware Inc., and OPY Credit Corp., providing comprehensive financial services to high-net-worth individuals, families, corporate executives, and institutional clients.
The company operates through two primary business segments: Wealth Management and Capital Markets. The Wealth Management division generates approximately 52.1 percent of revenue and operates through a network of 924 financial advisors across 88 offices throughout the United States. This segment offers full-service brokerage, wealth planning, margin lending, and investment advisory services. As of December 31, 2025, the company held client assets under administration of $143.3 billion, with $55.2 billion in assets under management in fee-based programs.
The Capital Markets segment, representing approximately 60.9 percent of revenue, encompasses investment banking, equities division, and taxable fixed income operations. Investment banking services include mergers and acquisitions advisory, equity and debt capital markets, public finance, and restructuring services across multiple industry sectors. The equities division employs 36 senior research analysts covering approximately 675 securities and operates over 75 dedicated sales and trading professionals. The fixed income division maintains over 148 professionals trading investment-grade and high-yield corporate bonds, mortgage-backed securities, government bonds, and emerging market debt.
The company maintains international operations through offices in the United Kingdom, Isle of Jersey, Switzerland, Hong Kong, and Israel, providing institutional equities, fixed income brokerage, and investment banking services. As of December 31, 2025, Oppenheimer employed 2,947 employees, including 924 financial advisors.
The company also owns BondWave LLC, a cloud-based financial software provider offering portfolio analytics and fixed income market solutions to institutions and broker-dealers. In late 2025, the company formed Oppenheimer (Switzerland) AG to offer wealth management services to high net worth clients pending regulatory approval.
Company details
- Sector
- Financials
- Industry
- Banks & Brokers
- Headquarters
- NEW YORK, NY
- Fiscal year end
- December
- CIK
- 791963
- SIC
- 6211
Financial performance, year by year
Fiscal 2013–2025 · 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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