Oppenheimer Holdings OPY Institutional Ownership

NYSE OPY

$115.36 +1.31 (+1.15%)

At close: Sep 18, 2026 · 4:00 PM EDT

Institutions by Trading Activity

123 Institutions

Increased 74 60.2%

Unchanged 17 13.8%

Reduced 32 26.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

41.91%

▲+0.57 pp QoQ

Shares Held by Institutions

4.49Mn

of 10.71Mn outstanding

▲+6.31% QoQ

Shares Outstanding

10.71Mn

6.22Mn held outside 13F filers

Institutional Investors

123

filed 13F for Jun 2026

▲+6 vs prior quarter

Net Shares Added (QoQ)

+266.52K

accumulated since last quarter

Value of Holdings

$517.67Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Oppenheimer Holdings Inc (NYSE:OPY) is held by 123 institutional investors per 13F filings through June 2026.

Their combined ownership stood at 41.9% of outstanding shares in June 2026, up from 41.3% in March 2026.
Their total shares held in OPY increased 6.31% from the prior quarter, while the number of investors in Oppenheimer Holdings increased 26.8% year over year.
Of these 123 holders, 74 added to their stakes in Oppenheimer Holdings, 32 trimmed positions, and 17 made no changes.
The aggregate institutional position in Oppenheimer Holdings amounted to 4.49Mn shares as of June 2026, up by 266.52K shares quarter on quarter, and up 503.05K shares year over year.
As of June 30, 2026, DIMENSIONAL FUND ADVISORS LP held the largest stake in Oppenheimer Holdings with 520.33K shares, accounting for 4.86% of total shares outstanding.
The most significant purchases of OPY for the quarter ending June 2026 came from Sixth Street Partners Management Company, L.P. (86.32K), AMERICAN CENTURY COMPANIES INC (39.19K), ALGERT GLOBAL LLC (37.33K), CREDIT AGRICOLE S A (32.0K), Boston Partners (26.94K).
Leading sellers of Oppenheimer Holdings shares for the quarter ending June 2026 were RBF Capital, LLC (163.77K), D. E. Shaw & Co., Inc. (32.93K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (15.34K), Invesco Ltd. (15.14K), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (14.53K).
Per Business Quant, the top 10 investors in OPY for the quarter ending June 2026 include DIMENSIONAL FUND ADVISORS LP (520.33K), JB CAPITAL PARTNERS LP (503.95K), AMERICAN CENTURY COMPANIES INC (391.98K), VANGUARD CAPITAL MANAGEMENT LLC (384.35K), BlackRock, Inc. (203.46K), ROYCE & ASSOCIATES LP (170.08K), RBF Capital, LLC (163.77K), Boston Partners (158.38K), Morgan Stanley (106.92K), GEODE CAPITAL MANAGEMENT, LLC (92.03K).

Form 13F Holdings

123 Institutional Holders

Report period 30 Jun, 2026

Total shares held 4.49Mn

Of outstanding 41.91%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	DIMENSIONAL FUND ADVISORS LP	0000354204	520,326	4.86%	▲23,293	+4.69%	$54.91Mn
2	JB CAPITAL PARTNERS LP	0001138532	503,954	4.71%	0	0.00%	$53.19Mn
3	AMERICAN CENTURY COMPANIES INC	0000748054	391,977	3.66%	▲39,190	+11.11%	$41.37Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	384,352	3.59%	▼6,881	-1.76%	$40.56Mn
5	BlackRock, Inc.	0002012383	203,463	1.90%	▲16,397	+8.77%	$21.47Mn
6	ROYCE & ASSOCIATES LP	0000906304	170,076	1.59%	▼3	0.00%	$17.95Mn
7	RBF Capital, LLC	0001134621	163,771	1.53%	▼163,771	-50.00%	$17.28Mn
8	Boston Partners	0001386060	158,375	1.48%	▲26,941	+20.50%	$16.71Mn
9	Morgan Stanley	0000895421	106,924	1.00%	▲18,779	+21.30%	$11.28Mn
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	92,029	0.86%	▲5,465	+6.31%	$9.72Mn
11	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	86,324	0.81%	▼14,528	-14.41%	$9.11Mn
11	Sixth Street Partners Management Company, L.P.	0001812095	86,324	0.81%	▲86,324	0.00%	$9.11Mn
12	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	76,547	0.71%	▲3,488	+4.77%	$8.08Mn
13	State Street Corp	0000093751	75,734	0.71%	▲15,936	+26.65%	$7.99Mn
14	ALGERT GLOBAL LLC	0001275218	74,147	0.69%	▲37,328	+101.38%	$7.83Mn
15	Arbiter Partners Capital Management LLC	0001513193	66,599	0.62%	▲11,600	+21.09%	$7.03Mn
16	TWO SIGMA INVESTMENTS, LP	0001179392	62,606	0.58%	▲21,975	+54.08%	$6.61Mn
17	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	56,690	0.53%	▼15,345	-21.30%	$5.98Mn
18	MILLENNIUM MANAGEMENT LLC	0001273087	56,398	0.53%	▼10,935	-16.24%	$5.95Mn
18	Jpmorgan Chase & Co	0000019617	56,398	0.53%	▲2,574	+4.78%	$5.88Mn

Showing 1 to 20 of 123 holders