OPPENHEIMER HOLDINGS INC

OPY · NYSE · SIC 6211: Security Brokers, Dealers & Flotation Companies
341
SEC Filings

Business Summary

Oppenheimer Holdings Inc. is a middle-market investment bank and full-service broker-dealer incorporated in Delaware. Through subsidiaries including Oppenheimer & Co., OAM, Oppenheimer Trust, and OPY Credit, it provides retail securities brokerage, institutional sales and trading, investment banking, equity and fixed income research, market-making, trust services, and investment advisory and asset management services. As of December 31, 2025, the firm held $143.3 billion in client assets under administration and $55.2 billion in AUM.

Next Earnings

Q2 FY2026 — expected 2026-08-21

Key Facts from Earnings Calls

TypeSubjectDetailQuarter
topic_mentionOPYdiscussed_in_filing Cybersecurity
topic_mentionOPYdiscussed_in_filing Trusted Computing
topic_mentionOPYdiscussed_in_filing Blockchain & Crypto
topic_mentionOPYdiscussed_in_filing Regulation
topic_mentionOPYdiscussed_in_filing Sovereign & Government
topic_mentionOPYdiscussed_in_filing Cybersecurity
topic_mentionOPYdiscussed_in_filing Trusted Computing
topic_mentionOPYdiscussed_in_filing Blockchain & Crypto
topic_mentionOPYdiscussed_in_filing Regulation
topic_mentionOPYdiscussed_in_filing Sovereign & Government
topic_mentionOPYdiscussed_in_filing Cybersecurity
topic_mentionOPYdiscussed_in_filing Trusted Computing
topic_mentionOPYdiscussed_in_filing Blockchain & Crypto
topic_mentionOPYdiscussed_in_filing Regulation
topic_mentionOPYdiscussed_in_filing Sovereign & Government
topic_mentionOPYdiscussed_in_filing Cybersecurity
topic_mentionOPYdiscussed_in_filing Trusted Computing
topic_mentionOPYdiscussed_in_filing Blockchain & Crypto
topic_mentionOPYdiscussed_in_filing Regulation
topic_mentionOPYdiscussed_in_filing Sovereign & Government

Annual Reports (10-K)

FiledPeriodAccessionSourceFull Text
2026-02-262025-12-310001628280-26-012313EDGAR69K words
2025-02-272024-12-310000791963-25-000010EDGAR—
2024-03-012023-12-310000791963-24-000015EDGAR—
2023-02-282022-12-310000791963-23-000009EDGAR—
2022-02-282021-12-310000791963-22-000032EDGAR—
2021-03-012020-12-310000791963-21-000008EDGAR—
2020-03-022019-12-310000791963-20-000006EDGAR—
2019-03-012018-12-310000791963-19-000006EDGAR—
2018-03-022017-12-310000791963-18-000005EDGAR—
2017-03-032016-12-310000791963-17-000004EDGAR—

Quarterly Reports (10-Q)

FiledPeriodAccessionSourceFull Text
2025-10-312025-09-300001628280-25-047684EDGAR30K words
2025-08-012025-06-300000791963-25-000037EDGAR—
2025-04-252025-03-310000791963-25-000022EDGAR—
2024-10-252024-09-300000791963-24-000051EDGAR—
2024-07-262024-06-300000791963-24-000042EDGAR—
2024-04-262024-03-310000791963-24-000026EDGAR—
2023-10-272023-09-300000791963-23-000042EDGAR—
2023-07-282023-06-300000791963-23-000034EDGAR—
2023-04-282023-03-310000791963-23-000022EDGAR—
2022-10-282022-09-300000791963-22-000066EDGAR—
2022-07-292022-06-300000791963-22-000055EDGAR—
2022-04-292022-03-310000791963-22-000038EDGAR—

Recent Current Reports (8-K)

FiledAccessionSourceFull Text
2026-02-020001628280-26-004480EDGAR1K words
2026-01-300001628280-26-004298EDGAR—
2025-12-120001628280-25-056657EDGAR—
2025-11-030001628280-25-048003EDGAR—
2025-10-310001628280-25-047686EDGAR—
2025-08-040000791963-25-000041EDGAR—
2025-08-010000791963-25-000038EDGAR—
2025-05-060000791963-25-000026EDGAR—
2025-04-280000791963-25-000024EDGAR—
2025-04-250000791963-25-000020EDGAR—

341 total filings indexed. 309 additional filings (S-1, DEF 14A, etc.) View all (JSON) · SEC EDGAR

Sector Peers

ACGP — Associated Capital Group, Inc. BLK — BlackRock, Inc. COHN — Cohen & Co Inc. DOMH — Dominari Holdings Inc. FRHC — Freedom Holding Corp. GS — GOLDMAN SACHS GROUP INC GLXY — Galaxy Digital Inc. IBKR — Interactive Brokers Group, Inc.

Tags

high-net-worth-individuals-and-families corporate-executives public-and-private-businesses emerging-growth-and-middle-market-companies financial-sponsors institutional-investors taft-hartley-funds public-pension-funds corporate-pension-funds insurance-companies foundations-and-endowments state-and-local-governments non-profit-organizations alternative-investment-firms

Company Identity

CIK0000791963
TickerOPY
ExchangeNYSE
SIC6211: Security Brokers, Dealers & Flotation Companies
IncorporatedDE
HeadquartersNew York, New York

Get More Data

This is the free public profile. For structured JSON with full provenance chain, use the API:

JSON Profile Stock Quote AI Readiness Report
Origin Provenance
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parent: 700f72a46f286137ee8b96f9f6d821f83a5503eddb5ce68f9611dd60feccf296
content hash: b0bb0b2033d75110f0a5a246d18dfd1543e4bd4c9725482273a825f5052a72c5
signed: 2026-04-13T04:46:44.913Z
sources: 22 verified data leaves
chain: SEC.gov PEM → origin.rootz.global extraction → this page
verify: sha256(content_hash + parent + timestamp) = leaf