Oppenheimer Holdings Inc (OPY) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

11,378,523Shares Outstanding

829,475Shares held by institutions

$71,202,134Value of institutional holdings

37.29%Institutional ownership %

8.66%Shares Changed QoQ

106No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 106 institutional investors hold a position in Oppenheimer Holdings Inc (NYSE:OPY).

The percentage of Oppenheimer Holdings owned by institutions changed from 35.5% in September 2025 to 37.3% in December 2025, marking a slight up trend.
Institutional share ownership changed by 8.66% QoQ, while the number of institutional owners saw an increase of 9.28% YoY.
During the quarter, 56 institutions bought more Oppenheimer Holdings shares, 28 sold shares, and 22 of the 106 total investors held their position steady.
The total number of shares held by institutions in Oppenheimer Holdings increased to 4.24Mn as of December 2025, a net change of up by 338.16K shares quarter on quarter, and up 546.78K shares year over year.
The top institutional stake in Oppenheimer Holdings as of December 31, 2025 belongs to JB CAPITAL PARTNERS LP, which owns 503.95K shares, or 4.43% of the company.
Among the most significant buyers of Oppenheimer Holdings during December 2025 were RBF Capital, LLC (162.54K), MILLENNIUM MANAGEMENT LLC (41.48K), STATE STREET CORP (35.25K), AMERICAN CENTURY COMPANIES INC (20.78K), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (19.56K).
Leading sellers of Oppenheimer Holdings stock in December 2025 included MARSHALL WACE, LLP (29.57K), JPMORGAN CHASE & CO (18.64K), O'SHAUGHNESSY ASSET MANAGEMENT, LLC (13.61K), CITADEL ADVISORS LLC (11.47K), RENAISSANCE TECHNOLOGIES LLC (11.40K).
The top 10 institutional holders of Oppenheimer Holdings for the quarter ending December 2025 included 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).

106 Institutional Holders

829,475 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
JB CAPITAL PARTNERS LP	31 Dec, 2025	503,954	0	0.00%	$36,430,835.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	489,649	-3,569	-0.72%	$35,397,146.00
VANGUARD GROUP INC	31 Dec, 2025	437,943	11,910	2.80%	$31,658,899.00
RBF Capital, LLC	31 Dec, 2025	327,542	162,542	98.51%	$23,678,012.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	319,990	20,779	6.94%	$23,132,105.00
BlackRock, Inc.	31 Dec, 2025	176,211	6,544	3.86%	$12,738,295.00
Greenwich Wealth Management LLC	31 Dec, 2025	125,022	0	0.00%	$9,038.00
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	114,737	41,485	56.63%	$8,294,338.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	110,906	19,558	21.41%	$8,017,395.00
ROYCE & ASSOCIATES LP	31 Dec, 2025	108,892	-3,512	-3.12%	$7,871,803.00
Boston Partners	31 Dec, 2025	86,196	7,255	9.19%	$6,231,110.00
MORGAN STANLEY	31 Dec, 2025	84,823	-1,747	-2.02%	$6,131,894.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	73,322	4,337	6.29%	$5,302,817.00
STATE STREET CORP	31 Dec, 2025	67,421	35,250	109.57%	$4,941,285.00
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	31 Dec, 2025	66,064	-6,820	-9.36%	$4,775,767.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	57,986	11,735	25.37%	$4,191,808.00
Arbiter Partners Capital Management LLC	31 Dec, 2025	54,999	0	0.00%	$3,975,878.00
JPMORGAN CHASE & CO	31 Dec, 2025	50,800	-18,638	-26.84%	$3,672,332.00
D. E. Shaw & Co., Inc.	31 Dec, 2025	50,188	9,744	24.09%	$3,628,091.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	46,009	5,509	13.60%	$3,326,000.00

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