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.
Q2 FY2026 — expected 2026-08-21
| Filed | Period | Accession | Source | Full Text |
|---|---|---|---|---|
| 2026-02-26 | 2025-12-31 | 0001628280-26-012313 | EDGAR | 69K words |
| 2025-02-27 | 2024-12-31 | 0000791963-25-000010 | EDGAR | — |
| 2024-03-01 | 2023-12-31 | 0000791963-24-000015 | EDGAR | — |
| 2023-02-28 | 2022-12-31 | 0000791963-23-000009 | EDGAR | — |
| 2022-02-28 | 2021-12-31 | 0000791963-22-000032 | EDGAR | — |
| 2021-03-01 | 2020-12-31 | 0000791963-21-000008 | EDGAR | — |
| 2020-03-02 | 2019-12-31 | 0000791963-20-000006 | EDGAR | — |
| 2019-03-01 | 2018-12-31 | 0000791963-19-000006 | EDGAR | — |
| 2018-03-02 | 2017-12-31 | 0000791963-18-000005 | EDGAR | — |
| 2017-03-03 | 2016-12-31 | 0000791963-17-000004 | EDGAR | — |
| Filed | Period | Accession | Source | Full Text |
|---|---|---|---|---|
| 2025-10-31 | 2025-09-30 | 0001628280-25-047684 | EDGAR | 30K words |
| 2025-08-01 | 2025-06-30 | 0000791963-25-000037 | EDGAR | — |
| 2025-04-25 | 2025-03-31 | 0000791963-25-000022 | EDGAR | — |
| 2024-10-25 | 2024-09-30 | 0000791963-24-000051 | EDGAR | — |
| 2024-07-26 | 2024-06-30 | 0000791963-24-000042 | EDGAR | — |
| 2024-04-26 | 2024-03-31 | 0000791963-24-000026 | EDGAR | — |
| 2023-10-27 | 2023-09-30 | 0000791963-23-000042 | EDGAR | — |
| 2023-07-28 | 2023-06-30 | 0000791963-23-000034 | EDGAR | — |
| 2023-04-28 | 2023-03-31 | 0000791963-23-000022 | EDGAR | — |
| 2022-10-28 | 2022-09-30 | 0000791963-22-000066 | EDGAR | — |
| 2022-07-29 | 2022-06-30 | 0000791963-22-000055 | EDGAR | — |
| 2022-04-29 | 2022-03-31 | 0000791963-22-000038 | EDGAR | — |
| Filed | Accession | Source | Full Text |
|---|---|---|---|
| 2026-02-02 | 0001628280-26-004480 | EDGAR | 1K words |
| 2026-01-30 | 0001628280-26-004298 | EDGAR | — |
| 2025-12-12 | 0001628280-25-056657 | EDGAR | — |
| 2025-11-03 | 0001628280-25-048003 | EDGAR | — |
| 2025-10-31 | 0001628280-25-047686 | EDGAR | — |
| 2025-08-04 | 0000791963-25-000041 | EDGAR | — |
| 2025-08-01 | 0000791963-25-000038 | EDGAR | — |
| 2025-05-06 | 0000791963-25-000026 | EDGAR | — |
| 2025-04-28 | 0000791963-25-000024 | EDGAR | — |
| 2025-04-25 | 0000791963-25-000020 | EDGAR | — |
341 total filings indexed. 309 additional filings (S-1, DEF 14A, etc.) View all (JSON) · SEC EDGAR
| CIK | 0000791963 |
| Ticker | OPY |
| Exchange | NYSE |
| SIC | 6211: Security Brokers, Dealers & Flotation Companies |
| Incorporated | DE |
| Headquarters | New York, New York |
| Website | https://www.oppenheimer.com |
| Listed | 1986-08-28 |
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