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Oppenheimer (OPY) Institutional Ownership

Oppenheimer logo
$61.02 +0.09 (+0.15%)
As of 05/9/2025 03:57 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)
47
Total
Institutional Inflows
(last 12 months)
$32.66M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$13.19M
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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
5/9/2025 Charles Schwab Investment Management Inc.23,866$1.42M0.0%+581.9%0.227%
5/9/2025 Vanguard Group Inc.391,435$23.34M0.0%+1.5%3.719%
5/8/2025 XTX Topco Ltd4,039$241K0.0%-35.8%0.038%
5/7/2025 Mackenzie Financial Corp6,580$392K0.0%-11.9%0.063%
5/7/2025 TCW Group Inc.75,334$4.49M0.0%-5.0%0.716%
5/6/2025 Royce & Associates LP80,551$4.80M0.1%+114.8%0.765%
4/30/2025 Beverly Hills Private Wealth LLC29,030$1.73M0.3%+6.5%0.276%
4/29/2025 Bank of New York Mellon Corp12,071$720K0.0%-2.8%0.115%
4/7/2025 GAMMA Investing LLC2,624$156K0.0%+8,364.5%0.025%
2/20/2025 Mackenzie Financial Corp7,470$479K0.0%-20.5%0.072%
2/18/2025Gordian Capital Singapore Pte Ltd1,200$77K0.0%N/A0.012%
2/17/2025Two Sigma Advisers LP60,000$3.85M0.0%-2.3%0.581%
2/17/2025Two Sigma Investments LP42,977$2.75M0.0%-25.1%0.416%
2/17/2025State of Wyoming4,403$282K0.0%+10.9%0.043%
2/17/2025Man Group plc4,572$293K0.0%-77.9%0.044%
2/17/2025Occudo Quantitative Strategies LP3,549$227K0.0%N/A0.034%
2/17/2025Millennium Management LLC36,630$2.35M0.0%-7.1%0.355%
2/17/2025D. E. Shaw & Co. Inc.33,843$2.17M0.0%+44.3%0.328%
2/17/2025Bridgeway Capital Management LLC74,004$4.74M0.1%-10.2%0.716%
2/17/2025Bosun Asset Management LLC19,883$1.27M0.6%+235.6%0.192%
2/17/2025Bank of America Corp DE23,534$1.51M0.0%+15.4%0.228%
2/17/2025 Beverly Hills Private Wealth LLC27,271$1.75M0.4%+3.3%0.264%
2/17/2025BNP Paribas Financial Markets1,572$101K0.0%-51.1%0.015%
2/17/2025Ameriprise Financial Inc.6,916$443K0.0%-51.1%0.067%
2/14/2025Jane Street Group LLC6,900$442K0.0%+10.7%0.067%
2/14/2025Northern Trust Corp17,072$1.09M0.0%+9.4%0.165%
2/14/2025Tudor Investment Corp ET AL22,825$1.46M0.0%+3.7%0.221%
2/14/2025Boothbay Fund Management LLC26,783$1.72M0.0%N/A0.259%
2/14/2025Susquehanna Fundamental Investments LLC3,465$222K0.0%N/A0.034%
2/14/2025RBF Capital LLC165,000$10.58M0.5%-1.1%1.597%
2/14/2025Tower Research Capital LLC TRC1,352$87K0.0%N/A0.013%
2/14/2025Dimensional Fund Advisors LP495,916$31.78M0.0%-2.3%4.801%
2/14/2025First Trust Advisors LP18,730$1.20M0.0%-11.0%0.181%
2/13/2025EAM Investors LLC16,843$1.08M0.2%N/A0.163%
2/13/2025Jump Financial LLC3,200$205K0.0%N/A0.031%
2/13/2025Walleye Capital LLC9,426$604K0.0%N/A0.091%
2/13/2025 XTX Topco Ltd6,295$403K0.0%-20.8%0.061%
2/13/2025Arbiter Partners Capital Management LLC49,683$3.18M2.0%+117.0%0.481%
2/13/2025Renaissance Technologies LLC23,800$1.53M0.0%-51.5%0.230%
2/12/2025Geode Capital Management LLC64,812$4.16M0.0%-1.8%0.627%
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2/12/2025O Shaughnessy Asset Management LLC16,161$1.04M0.0%+37.2%0.156%
2/12/2025Brandywine Global Investment Management LLC26,772$1.72M0.0%-3.6%0.259%
2/12/2025Arrowstreet Capital Limited Partnership90,566$5.80M0.0%+3.6%0.877%
2/12/2025Norges Bank5,100$327K0.0%N/A0.049%
2/12/2025JPMorgan Chase & Co.18,940$1.21M0.0%+10.4%0.183%
2/11/2025 Vanguard Group Inc.385,769$24.72M0.0%+5.7%3.734%
2/11/2025 KLP Kapitalforvaltning AS4,800$308K0.0%N/A0.046%
2/11/2025American Century Companies Inc.193,956$12.43M0.0%+16.0%1.878%
2/11/2025Boston Partners12,833$822K0.0%N/A0.124%
2/10/2025 Royce & Associates LP37,501$2.40M0.0%N/A0.363%
2/10/2025Connor Clark & Lunn Investment Management Ltd.19,649$1.26M0.0%+74.0%0.190%
2/7/2025AlphaQuest LLC1,175$75K0.0%-71.1%0.011%
2/6/2025 Charles Schwab Investment Management Inc.3,500$224K0.0%N/A0.034%
2/5/2025 Metis Global Partners LLC3,651$234K0.0%N/A0.035%
2/4/2025 Bank of New York Mellon Corp12,424$796K0.0%-55.2%0.120%
2/4/2025 TCW Group Inc.79,300$5.08M0.0%+3.5%0.768%
1/28/2025Empowered Funds LLC34,511$2.21M0.0%+4.9%0.334%
1/17/2025Inspire Investing LLC6,181$396K0.0%-23.7%0.060%
1/15/2025 Profit Investment Management LLC49,394$3.17M2.5%+5.2%0.478%
12/26/2024JPMorgan Chase & Co.17,153$878K0.0%+403.6%0.166%
11/19/2024 TCW Group Inc.76,600$3.92M0.0%+53.2%0.742%
11/16/2024Geode Capital Management LLC65,967$3.38M0.0%-11.9%0.639%
11/15/2024 XTX Topco Ltd7,951$407K0.0%N/A0.077%
11/15/2024Jane Street Group LLC6,234$319K0.0%N/A0.060%
11/15/2024Quadrature Capital Ltd5,671$290K0.0%N/A0.055%
11/15/2024RBF Capital LLC166,800$8.53M0.4%-1.9%1.615%
11/14/2024PDT Partners LLC9,078$464K0.0%N/A0.088%
11/13/2024BNP Paribas Financial Markets3,214$164K0.0%+3,146.5%0.031%
11/13/2024FMR LLC12,077$618K0.0%+26.3%0.117%
11/8/2024Connor Clark & Lunn Investment Management Ltd.11,290$578K0.0%-22.2%0.109%
11/7/2024Quest Partners LLC4,070$208K0.0%+140.1%0.039%
11/6/2024Empowered Funds LLC32,891$1.68M0.0%-17.9%0.318%
10/10/2024Inspire Investing LLC8,102$414K0.0%N/A0.078%
10/9/2024 Profit Investment Management LLC46,949$2.40M1.9%-36.4%0.455%
8/15/2024AQR Capital Management LLC22,274$1.07M0.0%-60.1%0.216%
8/15/2024Caxton Associates LP8,137$390K0.0%-6.7%0.079%
8/14/2024Marshall Wace LLP14,736$706K0.0%+141.1%0.143%
8/14/2024Bank of Montreal Can7,656$367K0.0%N/A0.074%
8/9/2024Renaissance Technologies LLC44,769$2.15M0.0%-12.6%0.433%
8/9/2024Dimensional Fund Advisors LP512,706$24.56M0.0%-0.3%4.964%
8/8/2024 Beverly Hills Private Wealth LLC19,850$951K0.2%+55.6%0.192%
8/8/2024American Century Companies Inc.124,449$5.96M0.0%+35.3%1.205%
8/6/2024Quest Partners LLC1,695$81K0.0%-59.9%0.016%
8/6/2024Acadian Asset Management LLC24,387$1.17M0.0%+74.8%0.236%
8/5/2024 Victory Capital Management Inc.24,979$1.20M0.0%N/A0.242%
7/29/2024 Innealta Capital LLC1,167$56K0.0%N/A0.011%
7/26/2024 Bank of New York Mellon Corp27,241$1.31M0.0%+1.1%0.264%
7/19/2024 TCW Group Inc.50,000$2.40M0.0%N/A0.484%
7/12/2024 Profit Investment Management LLC73,839$3.54M2.2%-2.2%0.715%
5/16/2024EJF Capital LLC40,000$1.60M1.1%+12.4%0.387%
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5/16/2024Caxton Associates LP8,718$348K0.0%-3.3%0.084%
5/15/2024Quadrature Capital Ltd5,829$232K0.0%-58.0%0.056%
5/13/2024O Shaughnessy Asset Management LLC31,138$1.24M0.0%-2.7%0.301%
5/10/2024Acadian Asset Management LLC13,954$557K0.0%-65.5%0.135%
5/10/2024 Vanguard Group Inc.284,885$11.37M0.0%+4.6%2.758%
5/7/2024Empowered Funds LLC37,191$1.49M0.0%+8.1%0.360%
5/3/2024 GSA Capital Partners LLP32,392$1.29M0.1%N/A0.310%
3/25/2024Quadrature Capital Ltd13,884$574K0.0%+31.3%0.133%
2/14/2024Corsair Capital Management L.P.9,348$386K0.1%-19.7%0.090%
2/9/2024Quest Partners LLC8,707$360K0.1%N/A0.084%
(Data available from 1/1/2016 forward)

OPY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OPY shares?

During the previous two years, 78 institutional investors and hedge funds held shares of Oppenheimer. The most heavily invested institutionals were Dimensional Fund Advisors LP ($31.78M), Vanguard Group Inc. ($23.34M), American Century Companies Inc. ($12.43M), RBF Capital LLC ($10.58M), Arrowstreet Capital Limited Partnership ($5.80M), Royce & Associates LP ($4.80M), and Bridgeway Capital Management LLC ($4.74M).Learn more on OPY's institutional investors.

What percentage of Oppenheimer stock is owned by institutional investors?

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

Which institutional investors have been buying Oppenheimer stock?

Of the 59 institutional investors that purchased Oppenheimer stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: RBF Capital LLC ($166.90K), Royce & Associates LP ($80.55K), TCW Group Inc. ($79.30K), American Century Companies Inc. ($59.13K), Acadian Asset Management LLC ($58.97K), Brandywine Global Investment Management LLC ($51.62K), and GSA Capital Partners LLP ($47.99K).

How much institutional buying is happening at Oppenheimer?

Institutional investors have bought a total of 1,049,500 shares in the last 24 months. This purchase volume represents approximately $51.71M in transactions.

Which Oppenheimer major shareholders have been selling company stock?

Of the 36 institutional investors that sold Oppenheimer stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of New York Mellon Corp ($44.03K), AQR Capital Management LLC ($35.53K), Renaissance Technologies LLC ($31.74K), Profit Investment Management LLC ($28.59K), Acadian Asset Management LLC ($26.44K), Man Group plc ($16.07K), and Dimensional Fund Advisors LP ($14.89K).

How much institutional selling is happening at Oppenheimer?

Institutional investors have sold a total of 305,025 shares in the last 24 months. This volume of shares sold represents approximately $16.13M in transactions.


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This page (NYSE:OPY) was last updated on 5/12/2025 by MarketBeat.com Staff
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