Oppenheimer Holdings Inc (OPY) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

11,427,368Shares Outstanding
55,496Shares held by institutions
$5,132,270Value of institutional holdings
4.54%Institutional ownership %
5.08%Shares Changed QoQ
21No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Oppenheimer Holdings Inc (NYSE:OPY) currently has 21 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

109 Institutional Holders

55,496 Total Shares Held
Download Data
Owner Name Date Shares Held Change (QoQ) Change (%) Value (USD)
JB CAPITAL PARTNERS LP 30 Sep, 2025 503,954 0 0.00% $37,247,240.00
DIMENSIONAL FUND ADVISORS LP 30 Sep, 2025 493,218 2,911 0.59% $36,455,628.00
VANGUARD GROUP INC 30 Sep, 2025 426,033 10,345 2.49% $31,488,099.00
AMERICAN CENTURY COMPANIES INC 30 Sep, 2025 299,211 44,145 17.31% $22,114,714.00
BlackRock, Inc. 30 Sep, 2025 169,667 1,575 0.94% $12,540,089.00
RBF Capital, LLC 30 Sep, 2025 165,000 0 0.00% $12,195,150.00
Greenwich Wealth Management LLC 30 Sep, 2025 125,022 -180,681 -59.10% $9,240.00
ROYCE & ASSOCIATES LP 30 Sep, 2025 112,404 17,122 17.97% $8,307,780.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 30 Sep, 2025 91,348 49,748 119.59% $6,751,531.00
MORGAN STANLEY 30 Sep, 2025 86,570 -3,317 -3.69% $6,398,429.00
Boston Partners 30 Sep, 2025 78,941 8,250 11.67% $5,834,530.00
MILLENNIUM MANAGEMENT LLC 30 Sep, 2025 73,252 19,513 36.31% $5,414,055.00
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 30 Sep, 2025 72,884 -2,982 -3.93% $5,386,856.00
JPMORGAN CHASE & CO 30 Sep, 2025 69,438 24,596 54.85% $5,132,163.00
GEODE CAPITAL MANAGEMENT, LLC 30 Sep, 2025 68,985 1,100 1.62% $5,101,228.00
Arbiter Partners Capital Management LLC 30 Sep, 2025 54,999 0 0.00% $4,064,976.00
MARSHALL WACE, LLP 30 Sep, 2025 46,369 15,721 51.30% $3,427,134.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC 30 Sep, 2025 46,251 -9,725 -17.37% $3,418,411.00
GOLDMAN SACHS GROUP INC 30 Sep, 2025 40,500 19,627 94.03% $2,993,365.00
D. E. Shaw & Co., Inc. 30 Sep, 2025 40,444 14,519 56.00% $2,989,216.00