Who Owns Oppenheimer Holdings Inc. (OPY)?Hedge Fund & Institutional Holders

$82.06-1.28 (-1.54%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

8.406497262092061e+232%

QoQ Change in Holders

+6 / -2

Price History

$47.59$58.96$70.34$81.71$93.08Aug 24Jun 25Mar 26

OPY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
MILLENNIUM MANAGEMENT LLCIncreased+41K+$2.6B
CHARLES SCHWAB INVESTMENT MANAGEMENT INCIncreased+20K+$1.2B
Y-Intercept (Hong Kong) LtdNew Position+20K+$1.0B
FMR LLCIncreased+3K+$999.1M
AMERICAN CENTURY COMPANIES INCIncreased+21K+$885.3M
BRIDGEWAY CAPITAL MANAGEMENT, LLCIncreased+12K+$581.6M
Round Rock Advisors LLCIncreased+6K+$437.0M
OPPENHEIMER & CO INCNew Position+4K+$277.0M
Missouri Trust & Investment CoNew Position+2K+$137.0M
NISA INVESTMENT ADVISORS, LLCNew Position+1K+$88.0M
UBS Group AGIncreased+923+$58.8M
D. E. Shaw & Co., Inc.Increased+10K+$10.8M
Quarry LPNew Position+38+$2.0M
STATE STREET CORPIncreased+35K+$1.6M
Bank of New York Mellon CorpNew Position+17K+$1.0M

OPY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MARSHALL WACE, LLPDecreased-30K-$3.4B
Profit Investment Management, LLCClosed Position-34K-$2.5B
DIMENSIONAL FUND ADVISORS LPDecreased-4K-$2.5B
CITADEL ADVISORS LLCDecreased-11K-$2.4B
Invesco Ltd.Decreased-31K-$2.3B
JPMORGAN CHASE & CODecreased-19K-$2.1B
TUDOR INVESTMENT CORP ET ALDecreased-1K-$2.1B
Qube Research & Technologies LtdDecreased-763-$1.6B
RENAISSANCE TECHNOLOGIES LLCDecreased-11K-$1.5B
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDecreased-7K-$1.4B
O'SHAUGHNESSY ASSET MANAGEMENT, LLCDecreased-14K-$1.2B
RBF Capital, LLCDecreased-1K-$1.2B
Fisher Asset Management, LLCDecreased-1K-$970.7M
Brandywine Global Investment Management, LLCDecreased-900-$955.5M
VICTORY CAPITAL MANAGEMENT INCClosed Position-11K-$814.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1JB CAPITAL PARTNERS LP503,954$36.4B6.27%Share
2DIMENSIONAL FUND ADVISORS LP463,232$33.0B0.01%Share
3AMERICAN CENTURY COMPANIES INC319,990$23.0B0.01%Share
4RBF Capital, LLC163,771$11.0B0.49%Share
5MILLENNIUM MANAGEMENT LLC114,737$8.0B0.00%Share
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC110,906$8.0B0.00%Share
7ROYCE & ASSOCIATES LP108,892$7.9B0.08%Share
8Boston Partners78,185$5.0B0.01%Share
9BRIDGEWAY CAPITAL MANAGEMENT, LLC57,986$4.0B0.08%Share
10ARROWSTREET CAPITAL, LIMITED PARTNERSHIP66,064$4.0B0.00%Share
11Arbiter Partners Capital Management LLC54,999$4.0B1.94%Share
12JPMORGAN CHASE & CO50,149$3.0B0.00%Share
13D. E. Shaw & Co., Inc.50,188$3.0B0.00%Share
14Neuberger Berman Group LLC29,755$2.0B0.00%Share
15GOLDMAN SACHS GROUP INC34,536$2.0B0.00%Share
16BANK OF AMERICA CORP /DE/30,022$2.0B0.00%Share
17TWO SIGMA ADVISERS, LP29,500$2.0B0.00%Share
18BOKF, NA23,850$1.7B0.03%Share
19EJF Capital LP20,000$1.4B0.82%Share
20Beverly Hills Private Wealth, LLC17,594$1.3B0.23%Share
21POLEN CAPITAL MANAGEMENT LLC16,343$1.2B0.01%Share
22Round Rock Advisors LLC14,539$1.1B0.16%Share
23DIMENSIONAL FUND ADVISORS LP21,016$1.0B0.00%Share
24Brandywine Global Investment Management, LLC25,558$1.0B0.01%Share
25TWO SIGMA INVESTMENTS, LP23,814$1.0B0.00%Share
26RENAISSANCE TECHNOLOGIES LLC22,400$1.0B0.00%Share
27Connor, Clark & Lunn Investment Management Ltd.19,812$1.0B0.00%Share
28Man Group plc19,183$1.0B0.00%Share
29FMR LLC15,533$1.0B0.00%Share
30Fisher Asset Management, LLC25,286$1.0B0.00%Share
31Y-Intercept (Hong Kong) Ltd19,784$1.0B0.02%Share
32Penn Capital Management Company, LLC8,659$625.0M0.05%Share
33Invesco Ltd.6,126$442.0M0.00%Share
34OPPENHEIMER & CO INC3,833$277.0M0.00%Share
35UBS Group AG2,101$151.0M0.00%Share
36Missouri Trust & Investment Co1,900$137.0M0.04%Share
37Beverly Hills Private Wealth, LLC1,839$135.0M0.02%Share
38UBS Group AG1,284$92.0M0.00%Share
39NISA INVESTMENT ADVISORS, LLC1,200$88.0M0.00%Share
40UBS Group AG1,018$73.0M0.00%Share
41VANGUARD GROUP INC396,813$28.0M0.00%Share
42WealthCollab, LLC300$21.0M0.01%Share
43Invesco Ltd.262$18.0M0.00%Share
44BlackRock, Inc.146,605$10.0M0.00%Share
45Greenwich Wealth Management LLC125,022$9.0M0.40%Share
46ARMSTRONG ADVISORY GROUP, INC60$4.0M0.00%Share
47STATE STREET CORP67,421$4.0M0.00%Share
48MORGAN STANLEY51,987$3.0M0.00%Share
49US BANCORP \DE\42$3.0M0.00%Share
50Quarry LP38$2.0M0.00%Share

OPY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025108$176.1B+11
Q3 202597$212.4B+22
Q2 202575$126.3B-10
Q1 202585$170.8B-7
Q4 202492$3.0T+16
Q3 202476$4.8T+9
Q2 202467$4.6T+6
Q1 202461$3.3T—

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As of Q4 2025, 50 institutional investors hold OPY (Oppenheimer Holdings Inc.). The largest holder is JB CAPITAL PARTNERS LP with $36.4B in shares. This quarter, 6 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own OPY?

As of Q4 2025, 50 institutional investors report holding OPY (Oppenheimer Holdings Inc.) in their 13F filings.

Who is the largest institutional holder of OPY?

The largest institutional holder of OPY is JB CAPITAL PARTNERS LP with $36.4B in shares.

Is institutional ownership of OPY increasing or decreasing?

This quarter, 6 institutions opened new positions in OPY and 2 closed their positions.