Oppenheimer Holdings Inc
OPY76.070USD
+0.310+0.41%
Close 12/24, 13:00（ET）Quotes delayed by 15 min
800.30MMarket Cap
9.40P/E TTM
More Details of Oppenheimer Holdings Inc Company
Oppenheimer Holdings Inc., through its subsidiaries, is a middle market investment bank and full-service broker-dealer. The Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (corporate and public finance), equity and fixed income research, market-making, trust services, and investment advisory and asset management services. The Company’s Wealth Management segment provides a comprehensive array of financial services through a network of financial advisors. Its wealth management services include full-service brokerage, wealth planning, and margin lending. Its Capital Markets segment includes investment banking, institutional equities sales, trading, and research, taxable fixed income sales, trading, and research, public finance and municipal trading, as well as the Company's operations in the United Kingdom, Hong Kong and Israel.
Oppenheimer Holdings Inc Info
Ticker SymbolOPY
Company nameOppenheimer Holdings Inc
IPO dateOct 06, 1982
CEOLowenthal (Robert S)
Number of employees2977
Security typeOrdinary Share
Fiscal year-endOct 06
Address85 Broad Street
CityNEW YORK
Stock exchangeNASDAQ OMX NASDAQ Basic NYSE
CountryUnited States of America
Postal code10004
Phone12126688255
Websitehttps://www.oppenheimer.com
Ticker SymbolOPY
IPO dateOct 06, 1982
CEOLowenthal (Robert S)
Company Executives of Oppenheimer Holdings Inc
Name
Name/Position
Position
Shareholding
Change
Mr. Albert G. Lowenthal
Mr. Albert G. Lowenthal
Chairman of the Board
Chairman of the Board
3.33M
+0.01%
Mr. Robert S. (Rob) Lowenthal
Mr. Robert S. (Rob) Lowenthal
President, Chief Executive Officer, Director
President, Chief Executive Officer, Director
98.33K
+0.06%
Mr. Paul M. Friedman, CPA
Mr. Paul M. Friedman, CPA
Lead Independent Director
Lead Independent Director
23.38K
+13.33%
Ms. Suzanne Spaulding
Ms. Suzanne Spaulding
Independent Director
Independent Director
1.50K
--
Ms. Stacy J. Kanter, J.D.
Ms. Stacy J. Kanter, J.D.
Independent Director
Independent Director
1.50K
-66.67%
Mr. Brad M. Watkins
Mr. Brad M. Watkins
Chief Financial Officer, Executive Vice President
Chief Financial Officer, Executive Vice President
--
--
Mr. Timothy M. Dwyer
Mr. Timothy M. Dwyer
Independent Director
Independent Director
--
--
Mr. Bryan Mckigney
Mr. Bryan Mckigney
President of Oppenheimer Asset Management Inc
President of Oppenheimer Asset Management Inc
--
--
Mr. Evan Behrens
Mr. Evan Behrens
Independent Director
Independent Director
--
--
Mr. Peter Albano
Mr. Peter Albano
Senior Managing Director, Head of Oppenheimer and Company Inc Fixed Income Business
Senior Managing Director, Head of Oppenheimer and Company Inc Fixed Income Business
--
--
View more
Name
Name/Position
Position
Shareholding
Change
Mr. Albert G. Lowenthal
Mr. Albert G. Lowenthal
Chairman of the Board
Chairman of the Board
3.33M
+0.01%
Mr. Robert S. (Rob) Lowenthal
Mr. Robert S. (Rob) Lowenthal
President, Chief Executive Officer, Director
President, Chief Executive Officer, Director
98.33K
+0.06%
Mr. Paul M. Friedman, CPA
Mr. Paul M. Friedman, CPA
Lead Independent Director
Lead Independent Director
23.38K
+13.33%
Ms. Suzanne Spaulding
Ms. Suzanne Spaulding
Independent Director
Independent Director
1.50K
--
Ms. Stacy J. Kanter, J.D.
Ms. Stacy J. Kanter, J.D.
Independent Director
Independent Director
1.50K
-66.67%
Mr. Brad M. Watkins
Mr. Brad M. Watkins
Chief Financial Officer, Executive Vice President
Chief Financial Officer, Executive Vice President
--
--
Revenue Breakdown
Currency: USDUpdated: Mon, Oct 6
Currency: USDUpdated: Mon, Oct 6
FY2025Q2
FY2025Q1
FY2024
FY2024Q4
FY2024Q3
FY2024Q2
FY2024Q1
FY2023
FY2023Q4
FY2023Q3
FY2023Q2
FY2023Q1
FY2022
FY2022Q4
FY2022Q3
FY2022Q2
FY2021
FY2020
FY2019
By BusinessUSD
Name
Revenue
Proportion
Advisory fees
125.63M
33.66%
Commissions from sales and trading
102.43M
27.45%
Interest
38.02M
10.19%
Bank deposit sweep income
28.65M
7.68%
Investment banking - advisory
22.49M
6.03%
Other
55.96M
15.00%
By RegionUSD
Name
Revenue
Proportion
Americas
358.81M
96.15%
Europe/Middle East
13.74M
3.68%
Asia
628.00K
0.17%
By Business
By Region
By BusinessUSD
Name
Revenue
Proportion
Advisory fees
125.63M
33.66%
Commissions from sales and trading
102.43M
27.45%
Interest
38.02M
10.19%
Bank deposit sweep income
28.65M
7.68%
Investment banking - advisory
22.49M
6.03%
Other
55.96M
15.00%
Shareholding Stats
Updated: Sun, Nov 16
Updated: Sun, Nov 16
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Lowenthal (Albert G)
31.97%
Propp (Morris)
8.56%
JB Capital Partners, L.P.
4.84%
Dimensional Fund Advisors, L.P.
4.73%
The Vanguard Group, Inc.
4.09%
Other
45.81%
Shareholders
Shareholders
Proportion
Lowenthal (Albert G)
31.97%
Propp (Morris)
8.56%
JB Capital Partners, L.P.
4.84%
Dimensional Fund Advisors, L.P.
4.73%
The Vanguard Group, Inc.
4.09%
Other
45.81%
Shareholder Types
Shareholders
Proportion
Individual Investor
42.44%
Investment Advisor/Hedge Fund
13.25%
Investment Advisor
13.16%
Hedge Fund
10.24%
Research Firm
2.51%
Sovereign Wealth Fund
0.23%
Bank and Trust
0.23%
Pension Fund
0.16%
Other
17.79%
Institutional Shareholding
Updated: Wed, Oct 1
Updated: Wed, Oct 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q3
173
4.11M
39.45%
+46.56K
2025Q2
184
8.32M
79.82%
-207.42K
2025Q1
227
8.40M
80.60%
-380.32K
2024Q4
235
8.23M
79.17%
-730.02K
2024Q3
233
8.25M
80.06%
-623.71K
2024Q2
231
8.06M
77.86%
-760.27K
2024Q1
237
7.94M
76.68%
-964.28K
2023Q4
240
8.02M
75.54%
-813.16K
2023Q3
236
8.01M
74.76%
-1.30M
2023Q2
238
8.46M
77.03%
-816.26K
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
Lowenthal (Albert G)
3.33M
31.97%
+220.00
+0.01%
Mar 01, 2025
Propp (Morris)
892.44K
8.56%
--
--
Mar 01, 2025
JB Capital Partners, L.P.
503.95K
4.84%
--
--
Jun 30, 2025
Dimensional Fund Advisors, L.P.
490.31K
4.71%
+1.60K
+0.33%
Jun 30, 2025
The Vanguard Group, Inc.
415.69K
3.99%
+24.25K
+6.20%
Jun 30, 2025
American Century Investment Management, Inc.
255.07K
2.45%
+27.68K
+12.17%
Jun 30, 2025
RBF Capital, LLC
165.00K
1.58%
--
--
Jun 30, 2025
BlackRock Institutional Trust Company, N.A.
146.22K
1.4%
+1.52K
+1.05%
Jun 30, 2025
Greenwich Wealth Management LLC
305.70K
2.93%
--
--
Jun 30, 2025
Royce Investment Partners
95.28K
0.91%
+14.73K
+18.29%
Jun 30, 2025
View more
Related ETFs
Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
Invesco Dorsey Wright SmallCap Momentum ETF
0.33%
Lattice Hartford Multifactor Small Cap ETF
0.19%
Inspire Small/Mid Cap ESG ETF
0.19%
Avantis US Small Cap Equity ETF
0.09%
Avantis US Small Cap Value ETF
0.09%
WisdomTree U.S. SmallCap Dividend Fund
0.04%
Schwab Fundamental U.S. Small Company ETF
0.04%
Fidelity Enhanced Small Cap ETF
0.04%
DFA Dimensional US Small Cap Value ETF
0.01%
Invesco RAFI US 1500 Small-Mid ETF
0.01%
View more
Invesco Dorsey Wright SmallCap Momentum ETF
Proportion0.33%
Lattice Hartford Multifactor Small Cap ETF
Proportion0.19%
Inspire Small/Mid Cap ESG ETF
Proportion0.19%
Avantis US Small Cap Equity ETF
Proportion0.09%
Avantis US Small Cap Value ETF
Proportion0.09%
WisdomTree U.S. SmallCap Dividend Fund
Proportion0.04%
Schwab Fundamental U.S. Small Company ETF
Proportion0.04%
Fidelity Enhanced Small Cap ETF
Proportion0.04%
DFA Dimensional US Small Cap Value ETF
Proportion0.01%
Invesco RAFI US 1500 Small-Mid ETF
Proportion0.01%
Dividend
A total of
58.36M
USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
Oct 31, 2025
OPY.NB Interim Cash Dividend of gross USD 0.18 paid on Nov 28, 2025 going ex on Nov 14, 2025
Nov 14, 2025
Nov 28, 2025
Nov 14, 2025
Aug 01, 2025
OPY.NB Interim Cash Dividend of gross USD 0.18 paid on Aug 29, 2025 going ex on Aug 15, 2025
Aug 15, 2025
Aug 29, 2025
Aug 15, 2025
Apr 25, 2025
OPY.NB Interim Cash Dividend of gross USD 0.18 paid on May 23, 2025 going ex on May 09, 2025
May 09, 2025
May 23, 2025
May 09, 2025
Jan 31, 2025
OPY.NB Final Cash Dividend of gross USD 0.18 paid on Feb 28, 2025 going ex on Feb 14, 2025
Feb 14, 2025
Feb 28, 2025
Feb 14, 2025
Oct 25, 2024
OPY.NB Interim Cash Dividend of gross USD 0.18 paid on Nov 22, 2024 going ex on Nov 08, 2024
Nov 08, 2024
Nov 22, 2024
Nov 08, 2024
Jul 26, 2024
OPY.NB Interim Cash Dividend of gross USD 0.18 paid on Aug 23, 2024 going ex on Aug 09, 2024
Aug 09, 2024
Aug 23, 2024
Aug 09, 2024
Apr 26, 2024
OPY.NB Interim Cash Dividend of gross USD 0.15 paid on May 24, 2024 going ex on May 09, 2024
May 10, 2024
May 24, 2024
May 09, 2024
Jan 29, 2024
OPY.NB Final Cash Dividend of gross USD 0.15 paid on Feb 23, 2024 going ex on Feb 08, 2024
Feb 09, 2024
Feb 23, 2024
Feb 08, 2024
Oct 27, 2023
OPY.NB Interim Cash Dividend of gross USD 0.15 paid on Nov 24, 2023 going ex on Nov 09, 2023
Nov 10, 2023
Nov 24, 2023
Nov 09, 2023
Jul 28, 2023
OPY.NB Interim Cash Dividend of gross USD 0.15 paid on Aug 25, 2023 going ex on Aug 10, 2023
Aug 11, 2023
Aug 25, 2023
Aug 10, 2023
View more
Stock Split
Date
Type
Ratio
No Data
Date
Type
Ratio
No Data
FAQs
Who are the top five shareholders of Oppenheimer Holdings Inc?
The top five shareholders of Oppenheimer Holdings Inc are:
Lowenthal (Albert G) holds 3.33M shares, accounting for 31.97% of the total shares.
Propp (Morris) holds 892.44K shares, accounting for 8.56% of the total shares.
JB Capital Partners, L.P. holds 503.95K shares, accounting for 4.84% of the total shares.
Dimensional Fund Advisors, L.P. holds 490.31K shares, accounting for 4.71% of the total shares.
The Vanguard Group, Inc. holds 415.69K shares, accounting for 3.99% of the total shares.
Lowenthal (Albert G) holds 3.33M shares, accounting for 31.97% of the total shares.
Propp (Morris) holds 892.44K shares, accounting for 8.56% of the total shares.
JB Capital Partners, L.P. holds 503.95K shares, accounting for 4.84% of the total shares.
Dimensional Fund Advisors, L.P. holds 490.31K shares, accounting for 4.71% of the total shares.
The Vanguard Group, Inc. holds 415.69K shares, accounting for 3.99% of the total shares.
What are the top three shareholder types of Oppenheimer Holdings Inc?
The top three shareholder types of Oppenheimer Holdings Inc are:
Lowenthal (Albert G)
Propp (Morris)
JB Capital Partners, L.P.
Lowenthal (Albert G)
Propp (Morris)
JB Capital Partners, L.P.
How many institutions hold shares of Oppenheimer Holdings Inc (OPY)?
As of 2025Q3, 173 institutions hold shares of Oppenheimer Holdings Inc, with a combined market value of approximately 4.11M, accounting for 39.45% of the total shares. Compared to 2025Q2, institutional shareholding has increased by -40.37%.
What is the biggest source of revenue for Oppenheimer Holdings Inc?
In FY2025Q2, the Advisory fees business generated the highest revenue for Oppenheimer Holdings Inc, amounting to 125.63M and accounting for 33.66% of total revenue.
