Oppenheimer Holdings OPY Institutional Ownership

NYSE OPY

$116.26 +0.27 (+0.23%)

As of: Aug 24, 2026 · 3:59 PM EDT

Institutions by Trading Activity

117 Institutions

Increased 60 51.3%

Unchanged 23 19.7%

Reduced 34 29.1%

Ownership Statistics

13F · as of 31 Mar, 2026

Institutional Ownership

41.34%

▲+0.07 pp QoQ

Shares Held by Institutions

4.40Mn

of 10.64Mn outstanding

▲+16.55% QoQ

Shares Outstanding

10.64Mn

6.24Mn held outside 13F filers

Institutional Investors

117

filed 13F for Mar 2026

▲+8 vs prior quarter

Net Shares Added (QoQ)

+624.91K

accumulated since last quarter

Value of Holdings

$515.69Mn

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 31 Mar, 2026

Oppenheimer Holdings Inc (NYSE:OPY) appears in 117 institutional 13F filings for the quarter ending March 2026.

They owned 41.3% of outstanding stock in March 2026, up from 41.3% the prior quarter.
They increased total shares held in Oppenheimer Holdings by 16.55% from last quarter, and the number of investors in OPY increased 32.95% annually.
Of these 117 holders, 60 added to their stakes in Oppenheimer Holdings, 34 trimmed positions, and 23 made no changes.
In total, institutional investors held 4.4Mn shares in Oppenheimer Holdings as of March 2026, up by 624.91K shares quarter on quarter, and up 547.21K shares year over year.
JB CAPITAL PARTNERS LP holds the largest position in OPY at 503.95K shares as of March 31, 2026, or 4.74% of shares outstanding.
Leading buyers of Oppenheimer Holdings shares for the quarter ending March 2026 were VANGUARD CAPITAL MANAGEMENT LLC (391.23K), ROYCE & ASSOCIATES LP (61.19K), Boston Partners (45.24K), VANGUARD FIDUCIARY TRUST CO (40.44K), VANGUARD PORTFOLIO MANAGEMENT LLC (33.39K).
The biggest sellers of Oppenheimer Holdings for the quarter ending March 2026 included Goldman Sachs Group Inc (54.53K), MILLENNIUM MANAGEMENT LLC (47.4K), TCW GROUP INC (25.02K), Greenwich Wealth Management LLC (24.15K), Beverly Hills Private Wealth, LLC (17.0K).
Business Quant data shows the 10 biggest positions in Oppenheimer Holdings as of March 2026 are held by JB CAPITAL PARTNERS LP (503.95K), DIMENSIONAL FUND ADVISORS LP (497.03K), VANGUARD CAPITAL MANAGEMENT LLC (391.23K), AMERICAN CENTURY COMPANIES INC (352.79K), RBF Capital, LLC (327.54K), BlackRock, Inc. (187.07K), ROYCE & ASSOCIATES LP (170.08K), Boston Partners (131.43K), Greenwich Wealth Management LLC (100.87K), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (100.85K).

Form 13F Holdings

117 Institutional Holders

Report period 31 Mar, 2026

Total shares held 4.40Mn

Of outstanding 41.34%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	JB CAPITAL PARTNERS LP	0001138532	503,954	4.74%	0	0.00%	$44.95Mn
2	DIMENSIONAL FUND ADVISORS LP	0000354204	497,033	4.67%	▲7,384	+1.51%	$44.33Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	391,233	3.68%	▲391,233	0.00%	$34.89Mn
4	AMERICAN CENTURY COMPANIES INC	0000748054	352,787	3.31%	▲32,797	+10.25%	$31.47Mn
5	RBF Capital, LLC	0001134621	327,542	3.08%	0	0.00%	$29.21Mn
6	BlackRock, Inc.	0002012383	187,066	1.76%	▲10,855	+6.16%	$16.68Mn
7	ROYCE & ASSOCIATES LP	0000906304	170,079	1.60%	▲61,187	+56.19%	$15.17Mn
8	Boston Partners	0001386060	131,434	1.23%	▲45,238	+52.48%	$11.72Mn
9	Greenwich Wealth Management LLC	0001439805	100,872	0.95%	▼24,150	-19.32%	$9.00K
10	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	100,852	0.95%	▼10,054	-9.07%	$8.99Mn
11	Morgan Stanley	0000895421	88,145	0.83%	▲3,322	+3.92%	$7.86Mn
12	GEODE CAPITAL MANAGEMENT, LLC	0001214717	86,564	0.81%	▲13,242	+18.06%	$7.72Mn
13	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	73,059	0.69%	▲15,073	+25.99%	$6.52Mn
14	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	72,035	0.68%	▲5,971	+9.04%	$6.42Mn
15	MILLENNIUM MANAGEMENT LLC	0001273087	67,333	0.63%	▼47,404	-41.32%	$6.01Mn
16	State Street Corp	0000093751	59,798	0.56%	▼7,623	-11.31%	$5.33Mn
17	Arbiter Partners Capital Management LLC	0001513193	54,999	0.52%	0	0.00%	$4.91Mn
18	Jpmorgan Chase & Co	0000019617	53,824	0.51%	▲3,024	+5.95%	$4.71Mn
19	Empowered Funds, LLC	0001592828	46,066	0.43%	▲15,073	+48.63%	$4.11Mn
20	TWO SIGMA INVESTMENTS, LP	0001179392	40,631	0.38%	▲16,817	+70.62%	$3.62Mn

Showing 1 to 20 of 117 holders