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 102 institutions that hold shares in the stock, with a total of 3.82 Million shares, which have been reported (via 13F filing form) to have a value of $247 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jb Capital Partners LP
Armonk, NY |
Feb 12, 2025 Q4 2024 |
503,954
shares
|
$32.6 Million
6.36% of portfolio
|
Q1 2024
Added 6.33%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
495,916
shares
|
$32.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
385,769
shares
|
$25 Million
0.0% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
305,703
shares
|
$19.8 Million
1.38% of portfolio
|
Q3 2023
Reduced -0.0%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
193,956
shares
|
$12.6 Million
0.01% of portfolio
|
Q4 2024
Added 15.95%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
178,891
shares
|
$11.6 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.64%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
165,000
shares
|
$10.7 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Feb 12, 2025 Q4 2024 |
90,566
shares
|
$5.86 Million
0.0% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
81,389
shares
|
$5.27 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Tcw Group Inc
|
Feb 03, 2025 Q4 2024 |
79,300
shares
|
$5.13 Million
0.05% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
74,004
shares
|
$4.79 Million
0.11% of portfolio
|
Q4 2024
Reduced 10.17%
|
|
|
Monarch Partners Asset Management LLC
|
Feb 02, 2023 Q4 2022 |
70,646
shares
|
$4.57 Million
0.91% of portfolio
|
Q4 2022
Added 0.72%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
64,812
shares
|
$4.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Feb 14, 2025 Q4 2024 |
60,000
shares
|
$3.88 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Arbiter Partners Capital Management LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
49,683
shares
|
$3.22 Million
2.48% of portfolio
|
Q4 2024
Added 116.96%
|
|
|
Profit Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
49,394
shares
|
$3.2 Million
2.51% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
42,977
shares
|
$2.78 Million
0.01% of portfolio
|
Q4 2024
Reduced 25.08%
|
|
|
Ejf Capital LLC
Arlington, VA |
Feb 14, 2025 Q4 2024 |
40,000
shares
|
$2.59 Million
1.86% of portfolio
|
Q1 2024
Added 12.36%
|
|
|
Royce & Associates LP
|
Feb 10, 2025 Q4 2024 |
37,501
shares
|
$2.43 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
36,630
shares
|
$2.37 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
35,391
shares
|
$2.29 Million
0.0% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
34,511
shares
|
$2.23 Million
0.03% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
33,843
shares
|
$2.19 Million
0.0% of portfolio
|
Q4 2024
Added 44.28%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
32,350
shares
|
$2.09 Million
0.0% of portfolio
|
Q4 2024
Added 203.76%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
31,131
shares
|
$2.02 Million
0.53% of portfolio
|
Q3 2023
Reduced 8.16%
|