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 105 institutions that hold shares in the stock, with a total of 4.08 Million shares, which have been reported (via 13F filing form) to have a value of $297 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jb Capital Partners LP
Armonk, NY |
Aug 13, 2025 Q2 2025 |
503,954
shares
|
$36.7 Million
6.83% of portfolio
|
Q1 2024
Added 6.33%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
490,307
shares
|
$35.7 Million
0.01% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
415,688
shares
|
$30.3 Million
0.0% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
305,703
shares
|
$22.3 Million
0.98% of portfolio
|
Q3 2023
Reduced -0.0%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
255,066
shares
|
$18.6 Million
0.01% of portfolio
|
Q2 2025
Added 12.17%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
178,891
shares
|
$13 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.64%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
165,000
shares
|
$12 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Royce & Associates LP
|
Aug 11, 2025 Q2 2025 |
95,282
shares
|
$6.94 Million
0.07% of portfolio
|
Q2 2025
Added 18.29%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
89,887
shares
|
$6.55 Million
0.0% of portfolio
|
Q2 2025
Added 37.11%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Aug 13, 2025 Q2 2025 |
75,866
shares
|
$5.53 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Tcw Group Inc
|
Aug 14, 2025 Q2 2025 |
73,334
shares
|
$5.34 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Boston Partners
Boston, MA |
Aug 07, 2025 Q2 2025 |
70,691
shares
|
$5.15 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Monarch Partners Asset Management LLC
|
Feb 02, 2023 Q4 2022 |
70,646
shares
|
$5.15 Million
0.91% of portfolio
|
Q4 2022
Added 0.72%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
67,885
shares
|
$4.94 Million
0.0% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
55,976
shares
|
$4.08 Million
0.09% of portfolio
|
Q2 2025
Reduced 26.19%
|
|
|
Arbiter Partners Capital Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
54,999
shares
|
$4.01 Million
8.38% of portfolio
|
Q1 2025
Added 10.7%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
53,739
shares
|
$3.91 Million
0.0% of portfolio
|
Q2 2025
Added 103.38%
|
|
|
Profit Investment Management, LLC
|
Jul 11, 2025 Q2 2025 |
49,394
shares
|
$3.6 Million
2.9% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
44,400
shares
|
$3.23 Million
0.01% of portfolio
|
Q2 2025
Reduced 22.78%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
41,600
shares
|
$3.03 Million
0.0% of portfolio
|
Q2 2025
Added 74.31%
|
|
|
Ejf Capital LLC
Arlington, VA |
Aug 14, 2025 Q2 2025 |
40,000
shares
|
$2.91 Million
2.33% of portfolio
|
Q1 2024
Added 12.36%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
33,231
shares
|
$2.42 Million
0.0% of portfolio
|
Q2 2025
Added 7.76%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
32,099
shares
|
$2.34 Million
0.05% of portfolio
|
Q1 2025
Added 19.85%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
31,131
shares
|
$2.27 Million
0.53% of portfolio
|
Q3 2023
Reduced 8.16%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
30,922
shares
|
$2.25 Million
0.0% of portfolio
|
Q2 2025
Added 153.09%
|