Oppenheimer Holdings OPY Institutional Ownership

NYSE OPY

$99.85 -0.68 (-0.68%)

As of: Oct 19, 2026 · 3:59 PM EDT

As of the 13F quarter ended Jun 30, 2026, 122 institutions held 41.49% of Oppenheimer Holdings (OPY) shares outstanding. Versus the prior quarter, institutional ownership was up 1.56 percentage points, the holder count rose by 6 and shares held were up 3.90%. The largest holder is DIMENSIONAL FUND ADVISORS LP with 520.33K shares (4.90% of outstanding).

Updated Oct 11, 2026 Oppenheimer Holdings (OPY) stock price and overview

Institutions by Trading Activity

122 Institutions

Increased 73 59.8%

Unchanged 18 14.8%

Reduced 31 25.4%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

41.49%

▲+1.56 pp QoQ

Shares Held by Institutions

4.40Mn

of 10.61Mn outstanding

▲+3.90% QoQ

Shares Outstanding

10.61Mn

6.21Mn held outside 13F filers

Institutional Investors

122

filed 13F for Jun 2026

▲+6 vs prior quarter

Net Shares Added (QoQ)

+165.16K

accumulated since last quarter

Value of Holdings

$449.93Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Updated Oct 11, 2026

Oppenheimer Holdings Inc (NYSE:OPY) appeared in the 13F filings of 122 institutional investors for the quarter ended June 30, 2026.

These investors held 41.49% of Oppenheimer Holdings' outstanding shares at the end of Q2 2026, up from 39.93% in Q1 2026.
Total shares held in Oppenheimer Holdings rose 3.90% from Q1 2026, while the number of holders rose 27.08% from Q2 2025.
Among the 122 holders of Oppenheimer Holdings, 73 added to their positions, 31 reduced their stakes and 18 left their positions unchanged.
The aggregate institutional position in Oppenheimer Holdings was 4.4Mn shares at the end of Q2 2026, up 165.16K from the prior quarter and up 535.07K from a year earlier.
As of June 30, 2026, Dimensional Fund Advisors LP held the largest stake in Oppenheimer Holdings with 520.33K shares, or 4.90% of shares outstanding.
The biggest increases in OPY positions during Q2 2026 came from American Century Companies Inc (+39.19K shares), Algert Global LLC (+37.33K shares), Boston Partners (+26.94K shares), Dimensional Fund Advisors LP (+23.29K shares) and Two Sigma Investments, LP (+21.98K shares).
On the other side, among holders that kept a position in Oppenheimer Holdings, the largest reductions in Q2 2026 came from D. E. Shaw & Co., Inc. (-32.93K shares), Arrowstreet Capital, Limited Partnership (-15.35K shares), Invesco Ltd. (-15.13K shares), Charles Schwab Investment Management Inc (-14.53K shares) and Millennium Management LLC (-10.94K shares).
Per Business Quant data, the 10 largest holders of Oppenheimer Holdings at the end of Q2 2026 were Dimensional Fund Advisors LP (520.33K shares), JB Capital Partners LP (503.95K shares), American Century Companies Inc (391.98K shares), Vanguard Capital Management LLC (384.35K shares), BlackRock, Inc. (203.46K shares), Royce & Associates LP (170.08K shares), RBF Capital, LLC (163.77K shares), Boston Partners (158.38K shares), Morgan Stanley (106.92K shares) and Geode Capital Management, LLC (92.03K shares).

Form 13F Holdings

122 Institutional Holders

Report period 30 Jun, 2026

Total shares held 4.40Mn

Of outstanding 41.49%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	DIMENSIONAL FUND ADVISORS LP	0000354204	520,326	4.90%	▲23,293	+4.69%	$54.91Mn
2	JB CAPITAL PARTNERS LP	0001138532	503,954	4.75%	0	0.00%	$53.19Mn
3	AMERICAN CENTURY COMPANIES INC	0000748054	391,977	3.69%	▲39,190	+11.11%	$41.37Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	384,352	3.62%	▼6,881	-1.76%	$40.56Mn
5	BlackRock, Inc.	0002012383	203,463	1.92%	▲16,397	+8.77%	$21.47Mn
6	ROYCE & ASSOCIATES LP	0000906304	170,076	1.60%	▼3	0.00%	$17.95Mn
7	RBF Capital, LLC	0001134621	163,771	1.54%	0	0.00%	$17.28Mn
8	Boston Partners	0001386060	158,375	1.49%	▲26,941	+20.50%	$16.71Mn
9	Morgan Stanley	0000895421	106,924	1.01%	▲18,779	+21.30%	$11.28Mn
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	92,029	0.87%	▲5,465	+6.31%	$9.72Mn
11	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	86,324	0.81%	▼14,528	-14.41%	$9.11Mn
12	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	76,547	0.72%	▲3,488	+4.77%	$8.08Mn
13	State Street Corp	0000093751	75,734	0.71%	▲15,936	+26.65%	$7.99Mn
14	ALGERT GLOBAL LLC	0001275218	74,147	0.70%	▲37,328	+101.38%	$7.83Mn
15	Arbiter Partners Capital Management LLC	0001513193	66,599	0.63%	▲11,600	+21.09%	$7.03Mn
16	TWO SIGMA INVESTMENTS, LP	0001179392	62,606	0.59%	▲21,975	+54.08%	$6.61Mn
17	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	56,690	0.53%	▼15,345	-21.30%	$5.98Mn
18	MILLENNIUM MANAGEMENT LLC	0001273087	56,398	0.53%	▼10,935	-16.24%	$5.95Mn
18	Jpmorgan Chase & Co	0000019617	56,398	0.53%	▲2,574	+4.78%	$5.88Mn
19	Empowered Funds, LLC	0001592828	49,554	0.47%	▲3,488	+7.57%	$5.23Mn

Showing 1 to 20 of 122 holders