Institutional Ownership Oppenheimer Holdings Inc (OPY)
This table provides information about the institutional ownership of Oppenheimer Holdings Inc (OPY). We have compiled data on the 116 institutions that hold shares in the stock, with a total of 4.11 Million shares, which have been reported (via 13F filing form) to have a value of $276 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jb Capital Partners LP
Armonk, NY |
Nov 13, 2025 Q3 2025 |
503,954
shares
|
$33.8 Million
7.14% of portfolio
|
Q1 2024
Added 6.33%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
493,218
shares
|
$33.1 Million
0.01% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
426,033
shares
|
$28.6 Million
0.0% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
299,211
shares
|
$20.1 Million
0.01% of portfolio
|
Q3 2025
Added 17.31%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
178,891
shares
|
$12 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.64%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
165,000
shares
|
$11.1 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
125,022
shares
|
$8.4 Million
0.46% of portfolio
|
Q3 2025
Reduced 59.1%
|
|
|
Royce & Associates LP
|
Nov 12, 2025 Q3 2025 |
112,404
shares
|
$7.55 Million
0.09% of portfolio
|
Q3 2025
Added 17.97%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
91,348
shares
|
$6.13 Million
0.0% of portfolio
|
Q3 2025
Added 119.59%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
86,570
shares
|
$5.81 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
78,941
shares
|
$5.3 Million
0.01% of portfolio
|
Q3 2025
Added 11.67%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
73,252
shares
|
$4.92 Million
0.0% of portfolio
|
Q3 2025
Added 36.31%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 13, 2025 Q3 2025 |
72,884
shares
|
$4.89 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Monarch Partners Asset Management LLC
|
Feb 02, 2023 Q4 2022 |
70,646
shares
|
$4.74 Million
0.91% of portfolio
|
Q4 2022
Added 0.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
69,438
shares
|
$4.66 Million
0.0% of portfolio
|
Q3 2025
Added 281.55%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
68,985
shares
|
$4.63 Million
0.0% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Arbiter Partners Capital Management LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
54,999
shares
|
$3.69 Million
4.65% of portfolio
|
Q1 2025
Added 10.7%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
46,369
shares
|
$3.11 Million
0.0% of portfolio
|
Q3 2025
Added 51.3%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
46,251
shares
|
$3.11 Million
0.08% of portfolio
|
Q3 2025
Reduced 17.37%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
40,500
shares
|
$2.72 Million
0.0% of portfolio
|
Q3 2025
Added 94.03%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
40,444
shares
|
$2.72 Million
0.0% of portfolio
|
Q3 2025
Added 56.0%
|
|
|
Tcw Group Inc
|
Nov 14, 2025 Q3 2025 |
38,694
shares
|
$2.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 47.24%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
37,659
shares
|
$2.53 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
34,121
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2025
Added 35.14%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
33,800
shares
|
$2.27 Million
0.0% of portfolio
|
Q3 2025
Added 73.33%
|
|