Oppenheimer Holdings Inc (OPY) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

11,450,346Shares Outstanding
4,274,203Shares held by institutions
$492,259,960Value of institutional holdings
37.33%Institutional ownership %
4.80%Shares Changed QoQ
109No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Oppenheimer Holdings Inc (NYSE:OPY) is held by 109 institutional investors per 13F filings through December 2025.

117 Institutional Holders

4,274,203 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