Who Owns OPY?
Oppenheimer Holdings Inc. — Institutional Ownership & 13F Holdings
$109.08
-2.96 (-2.65%)
Market Cap
$1.2B
Shares Outstanding
10,607,590
Institutional Holders
85
Total Inst. Value
$202.1M
% of Float Held
61.8%
QoQ Holder Change
+24
Institutional data as of Q1 2025
New Positions
8
Closed Positions
15
Increased
21
Decreased
37
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | JB CAPITAL PARTNERS LP | $30.0M | 503,954 |
| 2 | DIMENSIONAL FUND ADVISORS LP | $29.1M | 488,704 |
| 3 | VANGUARD GROUP INC | $23.3M | 391,435 |
| 4 | Greenwich Wealth Management LLC | $18.2M | 305,703 |
| 5 | AMERICAN CENTURY COMPANIES INC | $13.6M | 227,389 |
| 6 | BlackRock, Inc. | $10.0M | 167,137 |
| 7 | RBF Capital, LLC | $9.8M | 165,000 |
| 8 | ROYCE & ASSOCIATES LP | $4.8M | 80,551 |
| 9 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $4.5M | 75,840 |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $4.0M | 67,671 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| VANGUARD GROUP INC | +6K | $23.3M |
| AMERICAN CENTURY COMPANIES INC | +33K | $13.6M |
| ROYCE & ASSOCIATES LP | +43K | $4.8M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | +2K | $4.5M |
| GEODE CAPITAL MANAGEMENT, LLC | +3K | $4.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MORGAN STANLEY | -16K | $3.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | -13K | $5K |
| MILLENNIUM MANAGEMENT LLC | -10K | $2K |
| TWO SIGMA INVESTMENTS, LP | -9K | $2K |
| DIMENSIONAL FUND ADVISORS LP | -7K | $29.1M |
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Frequently Asked Questions
How many institutional investors hold OPY?
As of Q1 2025, 85 institutional investors report holding OPY (Oppenheimer Holdings Inc.) in their 13F filings.
What percentage of Oppenheimer Holdings Inc. is owned by institutions?
Institutional investors hold approximately 61.8% of Oppenheimer Holdings Inc.'s float as reported in SEC 13F filings.
Which hedge fund owns the most OPY?
The largest institutional holder of OPY is JB CAPITAL PARTNERS LP with $30.0M in shares.
Are institutions buying or selling OPY?
This quarter, 8 institutions opened new positions in OPY and 15 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.