What is the 13F Pro Quality Score for OPY?

13F Pro ranks OPPENHEIMER HOLDINGS INC (OPY) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View OPY's current score at https://13fpro.ai/research/OPY (free sign-up required for the full ranking).

Where does 13F Pro source OPY data?

All OPPENHEIMER HOLDINGS INC fundamentals and ownership data come directly from SEC EDGAR. OPPENHEIMER HOLDINGS INC files with the SEC under CIK 791963. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is OPY in?

OPPENHEIMER HOLDINGS INC (OPY) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

How often is OPY research updated on 13F Pro?

OPY's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

OPPENHEIMER HOLDINGS INC(OPY)Stock Analysis

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13F Pro Quality Score

46.6/100

Rank #1,640 of 2,879 stocks

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

70.2/100

Profitability

41.7/100

Balance Sheet

47.6/100

Earnings Quality

53.6/100

Free Cash Flow

17.0/100

Institutional Flow

28.0/100

Revenue Scale

56.0/100

Dilution Risk

41.7/100

OPY Stock Analysis & AI Quality Score

AI stock analysis and institutional research for OPPENHEIMER HOLDINGS INC (OPY), a Financials sector company. 13F Pro's AI-powered ranking engine scores OPY at 46.6/100 on a 32-signal composite quality model, placing it at rank #1,640 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include free cash flow (17.0) and institutional flow (28.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 41.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), OPPENHEIMER HOLDINGS INC reports quarterly revenue of $445.1M, net income of $-20.6M, free cash flow of $-190.0M. Top institutional holders of OPY by reported 13-F value include JB CAPITAL PARTNERS, DIMENSIONAL FUND ADVISORS, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. OPY trades on the NYSE exchange and files with the SEC under CIK 791963. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate OPY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for OPPENHEIMER HOLDINGS INC directly from SEC EDGAR. OPPENHEIMER HOLDINGS INC's 13F Pro composite quality score has ranged between 26 and 63 since 2021, currently 46.6 — a declining long-term trajectory across 28 quarterly and live scoring snapshots.

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Fun facts about OPPENHEIMER HOLDINGS INC

Quirks, history, and lore behind OPY — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. financial services company · mid-cap · listed on NYSE · headquartered in New York City.
2
The Numbers
Operates roughly 90 offices across North America and internationally, with several hundred financial advisors managing client assets in the billions.
3
The History
Traces its roots back to the early 20th century, surviving multiple market crashes to become a mid-sized independent investment bank in an era dominated by giants.
4
The Secret
It competes in wealth management, capital markets, and investment banking — the full Wall Street menu — but without a megabank's balance sheet to lean on.
5
The Lore
Its name evokes one of the most famous figures in 20th-century science — a man who built something powerful and then had complicated feelings about it, much like most bankers.
6
The Giveaway
Named after the father of the atomic bomb, this firm has nothing to do with physics — just stocks, bonds, and M&A under a very recognizable surname.

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Revenue

Q1 2026

$445.1M

Net Income

Q1 2026

$-20.6M

Free Cash Flow

Q1 2026

$-190.0M

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+14.7% YoY

$1.43BFY 2024

FY21 $1.39BFY22 $1.11BFY23 $1.25BFY24 $1.43B

Net Income

+137.1% YoY

$71.6MFY 2024

FY21 $159.0MFY22 $32.4MFY23 $30.2MFY24 $71.6M

Operating Income

+126.1% YoY

$105.8MFY 2024

FY21 $224.6MFY22 $45.6MFY23 $46.8MFY24 $105.8M

EPS (Diluted)

+145.9% YoY

$6.37FY 2024

FY21 $11.70FY22 $2.57FY23 $2.59FY24 $6.37

Total Assets

+17.7% YoY

$3.38BFY 2024

FY21 $3.04BFY22 $2.71BFY23 $2.87BFY24 $3.38B

Total Debt

-100.0% YoY

$0.00FY 2024

FY21 $124.1MFY22 $113.4MFY23 $112.7MFY24 $0.00

Op. Cash Flow

-475.1% YoY

$-108.2MFY 2024

FY21 $227.8MFY22 $64.5MFY23 $-18.8MFY24 $-108.2M

Metric	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019
Revenue	$1.43B +14.7%	$1.25B +12.4%	$1.11B -20.3%	$1.39B +16.3%	$1.20B +16.0%	$1.03B
Net Income	$71.6M +137.1%	$30.2M -6.7%	$32.4M -79.6%	$159.0M +29.3%	$123.0M +132.3%	$53.0M
Operating Income	$105.8M +126.1%	$46.8M +2.7%	$45.6M -79.7%	$224.6M +32.9%	$169.0M +125.6%	$74.9M
EPS (Diluted)	$6.37 +145.9%	$2.59 +0.8%	$2.57 -78.0%	$11.70 +25.8%	$9.30 +143.5%	$3.82
Total Assets	$3.38B +17.7%	$2.87B +5.9%	$2.71B -10.8%	$3.04B +12.1%	$2.71B +10.1%	$2.46B
Total Debt	$0.00 -100.0%	$112.7M -0.7%	$113.4M -8.6%	$124.1M +0.2%	$123.8M -17.2%	$149.5M
Operating Cash Flow	$-108.2M -475.1%	$-18.8M -129.2%	$64.5M -71.7%	$227.8M +521.4%	$-54.1M -168.3%	$79.1M

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Available Research

13F Pro tracks comprehensive data for OPPENHEIMER HOLDINGS INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of OPY

JB CAPITAL PARTNERS LP
$44.9M503,954 sh
DIMENSIONAL FUND ADVISORS LP
$44.3M497,033 sh
VANGUARD CAPITAL MANAGEMENT LLC
$34.9M391,233 sh
AMERICAN CENTURY COMPANIES INC
$31.5M352,787 sh
BlackRock, Inc.
$16.7M187,066 sh
ROYCE & ASSOCIATES LP
$15.2M170,079 sh
RBF Capital, LLC
$14.6M163,771 sh
Boston Partners
$11.7M131,434 sh
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$9.0M100,852 sh
MORGAN STANLEY
$7.9M88,145 sh

Fund	Value	Shares
JB CAPITAL PARTNERS LP	$44.9M	503,954
DIMENSIONAL FUND ADVISORS LP	$44.3M	497,033
VANGUARD CAPITAL MANAGEMENT LLC	$34.9M	391,233
AMERICAN CENTURY COMPANIES INC	$31.5M	352,787
BlackRock, Inc.	$16.7M	187,066
ROYCE & ASSOCIATES LP	$15.2M	170,079
RBF Capital, LLC	$14.6M	163,771
Boston Partners	$11.7M	131,434
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$9.0M	100,852
MORGAN STANLEY	$7.9M	88,145

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Is OPY a good stock to buy?

13F Pro's AI-powered analysis of OPPENHEIMER HOLDINGS INC (OPY) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for OPY are available on the OPY stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own OPY?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling OPY. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of OPPENHEIMER HOLDINGS INC's investment landscape.