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Oppenheimer (OPY) Institutional Ownership

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$117.12 +7.66 (+7.00%)
As of 01:40 PM Eastern
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Institutional Ownership Changes (13F Filings) for Oppenheimer (NYSE:OPY)

Current
Institutional Ownership
Percentage
32.26%
Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$50.54M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$19.37M
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OPY Institutional Buying and Selling by Quarter

Oppenheimer Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Bank of America Corp DE26,372$2.35M0.0%-14.4%0.246%
5/18/2026Empowered Funds LLC46,066$4.11M0.0%+48.6%0.430%
5/16/2026Lazard Asset Management LLC17,826$1.59M0.0%N/A0.166%
5/14/2026Renaissance Technologies LLC22,800$2.03M0.0%+1.8%0.213%
5/14/2026Arrowstreet Capital Limited Partnership72,035$6.43M0.0%+9.0%0.673%
5/14/2026Caxton Associates LLP2,367$211K0.0%-53.4%0.022%
5/14/2026Sei Investments Co.12,532$1.12M0.0%+57.9%0.117%
5/7/2026Dimensional Fund Advisors LP497,033$44.33M0.0%+1.5%4.641%
5/5/2026Bank of New York Mellon Corp18,886$1.68M0.0%+9.9%0.176%
4/28/2026DGS Capital Management LLC3,681$328K0.1%+2.7%0.034%
4/23/2026Inspire Investing LLC5,768$514K0.0%-11.4%0.054%
2/24/2026DGS Capital Management LLC3,584$259K0.0%-6.5%0.034%
2/19/2026Invesco Ltd.6,388$462K0.0%-83.0%0.061%
2/18/2026State of Tennessee Department of Treasury2,028$147K0.0%N/A0.019%
2/18/2026Empowered Funds LLC30,993$2.24M0.0%+60.9%0.295%
2/18/2026XTX Topco Ltd6,189$447K0.0%N/A0.059%
2/18/2026Susquehanna Portfolio Strategies LLC4,342$314K0.0%-45.5%0.041%
2/18/2026Tudor Investment Corp ET AL27,748$2.01M0.0%-3.7%0.264%
2/18/2026Millennium Management LLC114,737$8.29M0.0%+56.6%1.091%
2/18/2026Man Group plc19,183$1.39M0.0%+31.5%0.182%
2/18/2026Inspire Investing LLC6,507$470K0.0%+6.3%0.062%
2/18/2026Boothbay Fund Management LLC32,219$2.33M0.0%+0.4%0.306%
2/18/2026Bridgeway Capital Management LLC57,986$4.19M0.1%+25.4%0.551%
2/17/2026Trexquant Investment LP6,579$476K0.0%N/A0.063%
2/17/2026Jump Financial LLC8,444$610K0.0%+8.0%0.080%
2/17/2026Corsair Capital Management L.P.8,941$646K0.1%-11.0%0.085%
2/17/2026Russell Investments Group Ltd.17,113$1.24M0.0%+12.0%0.163%
2/17/2026RBF Capital LLC163,771$11.84M0.5%-0.7%1.557%
2/16/2026Verition Fund Management LLC6,347$459K0.0%-7.0%0.060%
2/16/2026Arax Advisory Partners478$35K0.0%+47,700.0%0.005%
2/16/2026Barclays PLC551$40K0.0%N/A0.005%
2/13/2026Marshall Wace LLP16,795$1.21M0.0%-63.8%0.160%
2/13/2026Walleye Capital LLC3,087$223K0.0%-49.9%0.029%
2/13/2026Charles Schwab Investment Management Inc.110,906$8.02M0.0%+21.4%1.054%
2/13/2026State Street Corp67,421$4.94M0.0%+109.6%0.641%
2/13/2026Boston Partners86,196$6.23M0.0%+9.2%0.819%
2/12/2026HRT Financial LP13,632$985K0.0%+23.4%0.130%
2/12/2026Renaissance Technologies LLC22,400$1.62M0.0%-33.7%0.213%
2/12/2026Dimensional Fund Advisors LP489,649$35.40M0.0%-0.7%4.654%
2/11/2026Empowered Funds LLC30,993$2.24M0.0%+60.9%0.295%
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2/11/2026Brandywine Global Investment Management LLC25,558$1.85M0.0%-3.4%0.243%
2/11/2026O Shaughnessy Asset Management LLC2,947$213K0.0%-82.2%0.028%
2/11/2026JPMorgan Chase & Co.50,800$3.67M0.0%-26.8%0.483%
2/10/2026Goldman Sachs Group Inc.46,009$3.33M0.0%+13.6%0.437%
2/9/2026Geode Capital Management LLC73,322$5.30M0.0%+6.3%0.697%
2/9/2026Royce & Associates LP108,892$7.87M0.1%-3.1%1.035%
2/9/2026Fisher Asset Management LLC25,286$1.83M0.0%-5.2%0.240%
2/9/2026Clearstead Advisors LLC629$45K0.0%+193.9%0.006%
2/3/2026McIlrath & Eck LLC1,101$80K0.0%N/A0.010%
2/2/2026Oppenheimer & Co. Inc.3,833$277K0.0%N/A0.036%
1/30/2026Torren Management LLC527$38K0.0%N/A0.005%
1/27/2026Round Rock Advisors LLC14,539$1.05M0.2%+62.9%0.138%
1/15/2026Nisa Investment Advisors LLC1,200$89K0.0%N/A0.011%
1/1/2026JPMorgan Chase & Co.69,438$5.13M0.0%+54.9%0.660%
11/24/2025Penn Capital Management Company LLC8,659$640K0.0%N/A0.082%
11/17/2025Caxton Associates LLP5,083$376K0.0%+47.0%0.048%
11/17/2025Voleon Capital Management LP12,925$955K0.0%N/A0.123%
11/17/2025Verition Fund Management LLC6,828$505K0.0%+99.2%0.065%
11/17/2025Susquehanna International Group LLP4,049$299K0.0%-77.5%0.038%
11/17/2025Qube Research & Technologies Ltd21,701$1.60M0.0%+95.3%0.206%
11/17/2025Prelude Capital Management LLC8,000$591K0.0%-50.0%0.076%
11/17/2025Millennium Management LLC73,252$5.41M0.0%+36.3%0.696%
11/17/2025Brevan Howard Capital Management LP5,773$427K0.0%+34.6%0.055%
11/17/2025Centiva Capital LP3,150$233K0.0%N/A0.030%
11/17/2025Bank of America Corp DE34,121$2.52M0.0%+35.1%0.324%
11/17/2025Aquatic Capital Management LLC2,805$207K0.0%+804.8%0.027%
11/17/2025Algert Global LLC33,779$2.50M0.0%+726.5%0.321%
11/17/2025Ameriprise Financial Inc.5,766$426K0.0%-2.6%0.055%
11/14/2025Virtu Financial LLC4,750$351K0.0%N/A0.045%
11/14/2025Man Group plc14,589$1.08M0.0%+29.9%0.139%
11/14/2025Two Sigma Investments LP16,182$1.20M0.0%-30.3%0.154%
11/14/2025Bridgeway Capital Management LLC46,251$3.42M0.1%-17.4%0.440%
11/13/2025Boston Partners78,941$5.84M0.0%+11.7%0.750%
11/13/2025Arrowstreet Capital Limited Partnership72,884$5.39M0.0%-3.9%0.693%
11/13/2025BNP Paribas Financial Markets25,780$1.91M0.0%+111.7%0.245%
11/13/2025Russell Investments Group Ltd.15,273$1.13M0.0%N/A0.145%
11/12/2025Dimensional Fund Advisors LP493,218$36.46M0.0%+0.6%4.688%
11/12/2025Victory Capital Management Inc.11,020$814K0.0%-54.5%0.105%
11/12/2025Fisher Asset Management LLC26,664$1.97M0.0%-13.2%0.253%
11/12/2025Royce & Associates LP112,404$8.31M0.1%+18.0%1.068%
11/12/2025EJF Capital LLC20,000$1.48M0.9%-50.0%0.190%
11/12/2025American Century Companies Inc.299,211$22.12M0.0%+17.3%2.844%
11/12/2025Quantbot Technologies LP5,035$372K0.0%+196.4%0.048%
11/10/2025Beverly Hills Private Wealth LLC19,433$1.44M0.3%-7.6%0.185%
11/7/2025Vanguard Group Inc.426,033$31.49M0.0%+2.5%4.049%
11/7/2025JPMorgan Chase & Co.69,438$5.13M0.0%+54.9%0.660%
11/6/2025Metis Global Partners LLC2,794$207K0.0%N/A0.027%
10/31/2025Y Intercept Hong Kong Ltd13,294$983K0.0%+34.9%0.126%
10/29/2025NorthCrest Asset Manangement LLC11,350$804K0.0%+42.8%0.108%
10/24/2025State of Alaska Department of Revenue425$31K0.0%N/A0.004%
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10/23/2025SG Americas Securities LLC2,507$185K0.0%N/A0.024%
10/15/2025Inspire Investing LLC6,122$452K0.0%+2.6%0.058%
10/14/2025Profit Investment Management LLC33,778$2.50M3.1%-31.6%0.321%
8/15/2025Tower Research Capital LLC TRC 751$49K0.0%N/A0.007%
8/15/2025Man Group plc11,233$739K0.0%+141.0%0.107%
8/15/2025BNP Paribas Financial Markets12,179$801K0.0%+807.5%0.116%
8/15/2025Bridgeway Capital Management LLC55,976$3.68M0.1%-26.2%0.532%
8/15/2025Brevan Howard Capital Management LP4,288$282K0.0%N/A0.041%
8/15/2025Bank of America Corp DE25,249$1.66M0.0%+10.7%0.240%
8/14/2025PDT Partners LLC7,757$510K0.0%-14.3%0.074%


OPY Institutional Ownership - Frequently Asked Questions

During the previous two years, 104 institutional investors and hedge funds held shares of Oppenheimer. The most heavily invested institutionals were Dimensional Fund Advisors LP ($44.33M), Vanguard Group Inc. ($31.49M), American Century Companies Inc. ($22.12M), RBF Capital LLC ($11.84M), Millennium Management LLC ($8.29M), Charles Schwab Investment Management Inc. ($8.02M), and Royce & Associates LP ($7.87M).Learn more on Oppenheimer's institutional investors.

32.26% of Oppenheimer's stock is owned by institutional investors. Learn more on OPY's institutional investor holdings.

Of the 88 institutional investors that purchased Oppenheimer's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: American Century Companies Inc. ($164.39K), Royce & Associates LP ($97.67K), JPMorgan Chase & Co. ($91.37K), Boston Partners ($87.07K), TCW Group Inc. ($79.30K), Millennium Management LLC ($61.00K), and Charles Schwab Investment Management Inc. ($43.42K).

Institutional investors have bought a total of 697,045 shares in the last 24 months. This purchase volume represents approximately $50.54M in transactions.

Of the 33 institutional investors that sold Oppenheimer's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Invesco Ltd. ($31.27K), Bridgeway Capital Management LLC ($29.59K), Marshall Wace LLP ($29.57K), EJF Capital LLC ($20K), JPMorgan Chase & Co. ($18.64K), Profit Investment Management LLC ($15.62K), and Susquehanna International Group LLP ($13.93K).

Institutional investors have sold a total of 268,324 shares in the last 24 months. This volume of shares sold represents approximately $19.37M in transactions.


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This page (NYSE:OPY) was last updated on 7/6/2026 by MarketBeat.com Staff.
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