Oppenheimer Holdings Inc (OPY) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

11,450,346Shares Outstanding
4,399,721Shares held by institutions
$433,284,524Value of institutional holdings
38.42%Institutional ownership %
16.55%Shares Changed QoQ
117No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Oppenheimer Holdings Inc (NYSE:OPY) has 109 institutional investors that have filed 13F reports for the period ending December 2025.

116 Institutional Holders

4,399,721 Total Shares Held
Download Data
Owner Name Date Shares Held Change (QoQ) Change (%) Value (USD)
JB CAPITAL PARTNERS LP 31 Mar, 2026 503,954 0 0.00% $44,947,657.00
DIMENSIONAL FUND ADVISORS LP 31 Mar, 2026 497,033 7,384 1.51% $44,329,391.00
VANGUARD CAPITAL MANAGEMENT LLC 31 Mar, 2026 391,233 391,233 0.00% $34,894,071.00
AMERICAN CENTURY COMPANIES INC 31 Mar, 2026 352,787 32,797 10.25% $31,465,073.00
RBF Capital, LLC 31 Mar, 2026 327,542 0 0.00% $29,213,470.00
BlackRock, Inc. 31 Mar, 2026 187,066 10,855 6.16% $16,684,418.00
ROYCE & ASSOCIATES LP 31 Mar, 2026 170,079 61,187 56.19% $15,169,346.00
Boston Partners 31 Mar, 2026 131,434 45,238 52.48% $11,722,600.00
Greenwich Wealth Management LLC 31 Mar, 2026 100,872 -24,150 -19.32% $8,997.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 31 Mar, 2026 100,852 -10,054 -9.07% $8,994,990.00
Morgan Stanley 31 Mar, 2026 88,145 3,322 3.92% $7,861,701.00
GEODE CAPITAL MANAGEMENT, LLC 31 Mar, 2026 86,564 13,242 18.06% $7,723,711.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC 31 Mar, 2026 73,059 15,073 25.99% $6,516,132.00
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 31 Mar, 2026 72,035 5,971 9.04% $6,424,802.00
MILLENNIUM MANAGEMENT LLC 31 Mar, 2026 67,333 -47,404 -41.32% $6,005,430.00
State Street Corp 31 Mar, 2026 59,798 -7,623 -11.31% $5,333,384.00
Arbiter Partners Capital Management LLC 31 Mar, 2026 54,999 0 0.00% $4,905,361.00
Jpmorgan Chase & Co 31 Mar, 2026 53,824 3,024 5.95% $4,712,829.00
Empowered Funds, LLC 31 Mar, 2026 46,066 15,073 48.63% $4,108,627.00
TWO SIGMA INVESTMENTS, LP 31 Mar, 2026 40,631 16,817 70.62% $3,623,879.00