Who owns OPPENHEIMER HOLDINGS INC?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of OPY from SEC Form 13F filings across 121 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 121 institutions disclosed 4.4M shares of OPPENHEIMER HOLDINGS INC worth $463.7M — about 41.1% of shares outstanding; the largest disclosed holder is DIMENSIONAL FUND ADVISORS LP. Source: SEC Form 13F filings, parsed by EvidInvest.
121
13F holders
$463.7M
value, 2026 filers
41.1%
of shares outstanding (4.4M sh)
24
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of OPY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL FUND ADVISORS LP | 520,326 | $54.9M | 0.0% | 4.9% | +4.7% |
| 2 | JB CAPITAL PARTNERS LP | 503,954 | $53.2M | 8.2% | 4.7% | 0.0% |
| 3 | AMERICAN CENTURY COMPANIES INC | 391,977 | $41.4M | 0.0% | 3.7% | +11.1% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 384,352 | $40.6M | 0.0% | 3.6% | -1.8% |
| 5 | BlackRock, Inc. | 203,463 | $21.5M | 0.0% | 1.9% | +8.8% |
| 6 | ROYCE & ASSOCIATES LP | 170,076 | $17.9M | 0.1% | 1.6% | 0.0% |
| 7 | RBF Capital, LLC | 163,771 | $17.3M | 0.7% | 1.5% | 0.0% |
| 8 | Boston Partners | 158,375 | $16.7M | 0.0% | 1.5% | +20.5% |
| 9 | MORGAN STANLEY | 106,924 | $11.3M | 0.0% | 1% | +21.3% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 92,029 | $9.7M | 0.0% | 0.9% | +6.3% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 86,324 | $9.1M | 0.0% | 0.8% | -14.4% |
| 12 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 76,547 | $8.1M | 0.1% | 0.7% | +4.8% |
| 13 | STATE STREET CORP | 75,734 | $8.0M | 0.0% | 0.7% | +26.6% |
| 14 | ALGERT GLOBAL LLC | 74,147 | $7.8M | 0.1% | 0.7% | +101.4% |
| 15 | Arbiter Partners Capital Management LLC | 66,599 | $7.0M | 3.7% | 0.6% | +21.1% |
| 16 | TWO SIGMA INVESTMENTS, LP | 62,606 | $6.6M | 0.0% | 0.6% | +54.1% |
| 17 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 56,690 | $6.0M | 0.0% | 0.5% | -21.3% |
| 18 | JPMORGAN CHASE & CO | 56,398 | $5.9M | 0.0% | 0.5% | +4.8% |
| 19 | MILLENNIUM MANAGEMENT LLC | 56,398 | $6.0M | 0.0% | 0.5% | -16.2% |
| 20 | Empowered Funds, LLC | 49,554 | $5.2M | 0.0% | 0.5% | +7.6% |
| 21 | Qube Research & Technologies Ltd | 48,060 | $5.1M | 0.0% | 0.4% | +74.2% |
| 22 | VANGUARD PORTFOLIO MANAGEMENT LLC | 46,427 | $4.9M | 0.0% | 0.4% | +39.0% |
| 23 | Voleon Capital Management LP | 44,658 | $4.7M | 0.1% | 0.4% | +22.3% |
| 24 | BOOTHBAY FUND MANAGEMENT, LLC | 43,742 | $4.6M | 0.1% | 0.4% | +35.9% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 41,174 | $4.3M | 0.0% | 0.4% | +1.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.