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 92 institutions that hold shares in the stock, with a total of 3.91 Million shares, which have been reported (via 13F filing form) to have a value of $252 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jb Capital Partners LP
Armonk, NY |
May 14, 2025 Q1 2025 |
503,954
shares
|
$32.5 Million
7.07% of portfolio
|
Q1 2024
Added 6.33%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
488,704
shares
|
$31.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
391,435
shares
|
$25.2 Million
0.0% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
305,703
shares
|
$19.7 Million
1.38% of portfolio
|
Q3 2023
Reduced -0.0%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
227,389
shares
|
$14.7 Million
0.01% of portfolio
|
Q1 2025
Added 17.24%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
178,891
shares
|
$11.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.64%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
165,000
shares
|
$10.6 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Royce & Associates LP
|
May 06, 2025 Q1 2025 |
80,551
shares
|
$5.19 Million
0.05% of portfolio
|
Q1 2025
Added 114.8%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
May 14, 2025 Q1 2025 |
77,130
shares
|
$4.97 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.84%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
75,840
shares
|
$4.89 Million
0.12% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Tcw Group Inc
|
May 07, 2025 Q1 2025 |
75,334
shares
|
$4.85 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Boston Partners
Boston, MA |
May 12, 2025 Q1 2025 |
71,568
shares
|
$4.61 Million
0.01% of portfolio
|
Q1 2025
Added 457.69%
|
|
|
Monarch Partners Asset Management LLC
|
Feb 02, 2023 Q4 2022 |
70,646
shares
|
$4.55 Million
0.91% of portfolio
|
Q4 2022
Added 0.72%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
67,671
shares
|
$4.36 Million
0.0% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
65,560
shares
|
$4.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.45%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2025 Q1 2025 |
57,500
shares
|
$3.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Arbiter Partners Capital Management LLC
New York, NY |
May 13, 2025 Q1 2025 |
54,999
shares
|
$3.54 Million
3.47% of portfolio
|
Q1 2025
Added 10.7%
|
|
|
Profit Investment Management, LLC
|
Apr 08, 2025 Q1 2025 |
49,394
shares
|
$3.18 Million
2.68% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
41,596
shares
|
$2.68 Million
0.0% of portfolio
|
Q1 2025
Added 864.66%
|
|
|
Ejf Capital LLC
Arlington, VA |
May 15, 2025 Q1 2025 |
40,000
shares
|
$2.58 Million
1.65% of portfolio
|
Q1 2024
Added 12.36%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
36,347
shares
|
$2.34 Million
0.03% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
34,059
shares
|
$2.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 20.75%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
32,739
shares
|
$2.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
32,155
shares
|
$2.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
32,099
shares
|
$2.07 Million
0.06% of portfolio
|
Q1 2025
Added 19.85%
|