Oppenheimer Holdings Inc (OPY) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

1,234,459Shares held by institutions

$108,947,179Value of institutional holdings

35.03%Institutional ownership %

7.92%Shares Changed QoQ

97No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Oppenheimer Holdings Inc (NYSE:OPY) appears in 109 institutional 13F filings for the quarter ending December 2025.

Collectively, these holders controlled 37.3% of Oppenheimer Holdings's outstanding shares in December 2025, up from 36.4% in September 2025.
Their total shares held in OPY increased 4.8% quarter over quarter, and separately, investors owning Oppenheimer Holdings increased 12.37% from a year ago.
During the quarter, 57 of these 109 funds increased positions in OPY, 30 reduced exposure, and 22 held steady.
Altogether, these fund groups held 4.27Mn shares in OPY by December 2025, up by 195.73K shares quarter on quarter, and up 469.55K shares year over year.
JB CAPITAL PARTNERS LP holds the largest position in OPY at 503.95K shares as of December 31, 2025, or 4.4% of shares outstanding.
The biggest buyers of Oppenheimer Holdings for the quarter ending December 2025 included RBF Capital, LLC (162.54K), MILLENNIUM MANAGEMENT LLC (41.48K), State Street Corp (35.25K), AMERICAN CENTURY COMPANIES INC (20.78K), Beverly Hills Private Wealth, LLC (20.23K).
Leading sellers of Oppenheimer Holdings shares for the quarter ending December 2025 were Jpmorgan Chase & Co (88.08K), Bank Of America Corp /De/ (37.42K), Invesco Ltd. (31.27K), TUDOR INVESTMENT CORP ET AL (29.87K), MARSHALL WACE, LLP (29.57K).
Business Quant data shows the 10 biggest positions in Oppenheimer Holdings as of December 2025 are held by JB CAPITAL PARTNERS LP (503.95K), DIMENSIONAL FUND ADVISORS LP (489.65K), VANGUARD GROUP INC (437.94K), RBF Capital, LLC (327.54K), AMERICAN CENTURY COMPANIES INC (319.99K), BlackRock, Inc. (176.21K), Greenwich Wealth Management LLC (125.02K), MILLENNIUM MANAGEMENT LLC (114.74K), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (110.91K), ROYCE & ASSOCIATES LP (108.89K).

109 Institutional Holders

1,234,459 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	6,544	3.86%	$0.00
JB CAPITAL PARTNERS LP	31 Dec, 2025	0	0.00%	$0.00
Beverly Hills Private Wealth, LLC	31 Dec, 2025	20,234	104.12%	$0.00
Barclays Plc	31 Dec, 2025	-2,622	-82.63%	$0.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	-3,569	-0.72%	$0.00
Qube Research & Technologies Ltd	31 Dec, 2025	-763	-3.52%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	11,910	2.80%	$0.00
Y-Intercept (Hong Kong) Ltd	31 Dec, 2025	6,490	48.82%	$0.00
RBF Capital, LLC	31 Dec, 2025	162,542	98.51%	$0.00
Man Group plc	31 Dec, 2025	4,594	31.49%	$0.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	20,779	6.94%	$0.00
Russell Investments Group, Ltd.	31 Dec, 2025	1,840	12.05%	$0.00
Greenwich Wealth Management LLC	31 Dec, 2025	0	0.00%	$0.00
Round Rock Advisors LLC	31 Dec, 2025	5,615	62.92%	$0.00
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	41,485	56.63%	$0.00
NorthCrest Asset Manangement, LLC	31 Dec, 2025	0	0.00%	$0.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	19,558	21.41%	$0.00
Point72 Asset Management, L.P.	31 Dec, 2025	10,570	0.00%	$0.00
ROYCE & ASSOCIATES LP	31 Dec, 2025	-3,512	-3.12%	$0.00
AlphaQuest LLC	31 Dec, 2025	5,764	176.81%	$0.00

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