Oppenheimer Holdings (OPY) Assets Average (2011 - 2026)
Oppenheimer Holdings' (OPY) quarterly Assets Average came in at $3.8 billion in Q1 2026, up 121.61% year-on-year from $1.7 billion in Q1 2025, and little changed quarter-over-quarter from $3.8 billion in Q4 2025.
Oppenheimer Holdings (OPY) Assets Average (2011 - 2026) Analysis & Trends
Oppenheimer Holdings has disclosed Assets Average across 15 years of filings, most recently posting $3.8 billion for Q1 2026.
- Assets Average for Q1 2026 came in at $3.8 billion, up 121.61% year-over-year; the trailing twelve-month figure through Mar 2026 was $3.8 billion (up 121.61% YoY), and the FY2025 annual result was $3.6 billion, up 13.55% from the prior year.
- Assets Average came in at $3.8 billion for Q1 2026 at Oppenheimer Holdings, roughly flat from $3.8 billion in the prior quarter.
- In the past five years, Assets Average ranged from a high of $3.8 billion in Q4 2025 to a low of $32.9 million in Q2 2023.
- The 5-year median for Assets Average is $1.6 billion (2022), against an average of $1.8 billion.
- Across the five-year window, Assets Average sank 74.73% in 2023 and surged 9842.0% in 2024, its largest moves.
- Oppenheimer Holdings' Assets Average stood at $1.4 billion in 2022, then rose by 2.23% to $1.5 billion in 2023, then surged by 132.13% to $3.4 billion in 2024, then advanced by 11.71% to $3.8 billion in 2025, then declined by 0.04% to $3.8 billion in 2026.
- The last three Assets Average figures came in at $3.8 billion (Q1 2026), $3.8 billion (Q4 2025), and $3.8 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | SOL Strategies | 100,773.79 Bn | 100,773.79 Bn | - | - |
| 2 | Morgan Stanley | 331.35 Bn | 197.82 Bn | - | 1,500.84 Bn |
| 3 | Goldman Sachs | 317.73 Bn | -619.82 Bn | - | 1,934.75 Bn |
| 4 | Schwab Charles | 153.74 Bn | 108.77 Bn | - | 492.16 Bn |
| 5 | Robinhood Markets | 75.98 Bn | 71.34 Bn | 960.00 Mn | 41.81 Bn |
| 6 | Interactive Brokers | 38.91 Bn | 49.50 Bn | - | 210.99 Bn |
| 7 | LPL Financial Holdings | 22.76 Bn | 21.73 Bn | - | 18.66 Bn |
| 8 | Tradeweb Markets | 20.90 Bn | 19.65 Bn | - | 8.24 Bn |
| 9 | Circle Internet | 20.00 Bn | 18.49 Bn | 35.01 Mn | 79.62 Bn |
| 10 | Oppenheimer Holdings | 1.05 Bn | 1.03 Bn | - | 3.77 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 3.77 Bn |
| Dec 31, 2025 | 3.77 Bn |
| Sep 30, 2025 | 3.75 Bn |
| Jun 30, 2025 | 1.85 Bn |
| Mar 31, 2025 | 1.70 Bn |
| Dec 31, 2024 | 3.38 Bn |
| Sep 30, 2024 | 3.31 Bn |
| Jun 30, 2024 | 1.63 Bn |
| Mar 31, 2024 | 1.44 Bn |
| Dec 31, 2023 | 1.45 Bn |
| Sep 30, 2023 | 33.34 Mn |
| Jun 30, 2023 | 32.85 Mn |
| Mar 31, 2023 | 1.37 Bn |
| Dec 31, 2022 | 1.42 Bn |
| Sep 30, 2022 | 130.00 Mn |
| Jun 30, 2022 | 130.00 Mn |
| Mar 31, 2022 | 1.59 Bn |
| Dec 31, 2020 | 2.66 Bn |
| Sep 30, 2020 | 2.49 Bn |
| Jun 30, 2020 | 2.25 Bn |