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Oppenheimer (OPY) Institutional Ownership

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$94.72 +0.86 (+0.92%)
As of 05/26/2026 03:57 PM Eastern
Compare

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)
$50.67M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$19.39M
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Skip Chart & View Institutional Buying and Selling Data

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
5/19/2026 Bank of America Corp DE26,372$2.35M0.0%-14.4%0.246%
5/18/2026 Empowered Funds LLC46,066$4.11M0.0%+48.6%0.430%
5/16/2026 Lazard Asset Management LLC17,826$1.59M0.0%N/A0.166%
5/14/2026 Renaissance Technologies LLC22,800$2.03M0.0%+1.8%0.213%
5/14/2026 Arrowstreet Capital Limited Partnership72,035$6.43M0.0%+9.0%0.673%
5/14/2026 Caxton Associates LLP2,367$211K0.0%-53.4%0.022%
5/14/2026 Sei Investments Co.12,532$1.12M0.0%+57.9%0.117%
5/7/2026 Dimensional Fund Advisors LP497,033$44.33M0.0%+1.5%4.641%
5/5/2026 Bank of New York Mellon Corp18,886$1.68M0.0%+9.9%0.176%
4/28/2026 DGS Capital Management LLC3,681$328K0.1%+2.7%0.034%
4/23/2026 Inspire Investing LLC5,768$514K0.0%-11.4%0.054%
2/24/2026 DGS Capital Management LLC3,584$259K0.0%-6.5%0.034%
2/19/2026 Invesco Ltd.6,388$462K0.0%-83.0%0.061%
2/18/2026 State of Tennessee Department of Treasury2,028$147K0.0%N/A0.019%
2/18/2026 Empowered Funds LLC30,993$2.24M0.0%+60.9%0.295%
2/18/2026 XTX Topco Ltd6,189$447K0.0%N/A0.059%
2/18/2026 Susquehanna Portfolio Strategies LLC4,342$314K0.0%-45.5%0.041%
2/18/2026 Tudor Investment Corp ET AL27,748$2.01M0.0%-3.7%0.264%
2/18/2026 Millennium Management LLC114,737$8.29M0.0%+56.6%1.091%
2/18/2026 Man Group plc19,183$1.39M0.0%+31.5%0.182%
2/18/2026 Inspire Investing LLC6,507$470K0.0%+6.3%0.062%
2/18/2026 Boothbay Fund Management LLC32,219$2.33M0.0%+0.4%0.306%
2/18/2026 Bridgeway Capital Management LLC57,986$4.19M0.1%+25.4%0.551%
2/17/2026 Trexquant Investment LP6,579$476K0.0%N/A0.063%
2/17/2026 Jump Financial LLC8,444$610K0.0%+8.0%0.080%
2/17/2026 Corsair Capital Management L.P.8,941$646K0.1%-11.0%0.085%
2/17/2026 Russell Investments Group Ltd.17,113$1.24M0.0%+12.0%0.163%
2/17/2026 RBF Capital LLC163,771$11.84M0.5%-0.7%1.557%
2/16/2026 Verition Fund Management LLC6,347$459K0.0%-7.0%0.060%
2/16/2026 Arax Advisory Partners478$35K0.0%+47,700.0%0.005%
2/16/2026 Barclays PLC551$40K0.0%N/A0.005%
2/13/2026 Marshall Wace LLP16,795$1.21M0.0%-63.8%0.160%
2/13/2026 Walleye Capital LLC3,087$223K0.0%-49.9%0.029%
2/13/2026 Charles Schwab Investment Management Inc.110,906$8.02M0.0%+21.4%1.054%
2/13/2026 State Street Corp67,421$4.94M0.0%+109.6%0.641%
2/13/2026 Boston Partners86,196$6.23M0.0%+9.2%0.819%
2/12/2026 HRT Financial LP13,632$985K0.0%+23.4%0.130%
2/12/2026 Renaissance Technologies LLC22,400$1.62M0.0%-33.7%0.213%
2/12/2026 Dimensional Fund Advisors LP489,649$35.40M0.0%-0.7%4.654%
2/11/2026 Empowered Funds LLC30,993$2.24M0.0%+60.9%0.295%
SpaceX eyes a 1.75 trillion valuation - here's what to know (Ad)

Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a $1.75 trillion IPO - larger than Saudi Aramco and any tech offering in history. CNBC calls it 'the big market event of 2026.' According to former tech executive and angel investor Jeff Brown, there's a way to claim a stake before the public filing drops, starting with as little as $500.tc pixel

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2/11/2026Brandywine Global Investment Management LLC25,558$1.85M0.0%-3.4%0.243%
2/11/2026 O Shaughnessy Asset Management LLC2,947$213K0.0%-82.2%0.028%
2/11/2026 JPMorgan Chase & Co.50,800$3.67M0.0%-26.8%0.483%
2/10/2026 Goldman Sachs Group Inc.46,009$3.33M0.0%+13.6%0.437%
2/9/2026 Geode Capital Management LLC73,322$5.30M0.0%+6.3%0.697%
2/9/2026 Royce & Associates LP108,892$7.87M0.1%-3.1%1.035%
2/9/2026 Fisher Asset Management LLC25,286$1.83M0.0%-5.2%0.240%
2/9/2026 Clearstead Advisors LLC629$45K0.0%+193.9%0.006%
2/3/2026 McIlrath & Eck LLC1,101$80K0.0%N/A0.010%
2/2/2026 Oppenheimer & Co. Inc.3,833$277K0.0%N/A0.036%
1/30/2026 Torren Management LLC527$38K0.0%N/A0.005%
1/27/2026 Round Rock Advisors LLC14,539$1.05M0.2%+62.9%0.138%
1/15/2026 Nisa Investment Advisors LLC1,200$89K0.0%N/A0.011%
1/1/2026 JPMorgan Chase & Co.69,438$5.13M0.0%+54.9%0.660%
11/24/2025 Penn Capital Management Company LLC8,659$640K0.0%N/A0.082%
11/17/2025 Caxton Associates LLP5,083$376K0.0%+47.0%0.048%
11/17/2025 Voleon Capital Management LP12,925$955K0.0%N/A0.123%
11/17/2025 Verition Fund Management LLC6,828$505K0.0%+99.2%0.065%
11/17/2025 Susquehanna International Group LLP4,049$299K0.0%-77.5%0.038%
11/17/2025 Qube Research & Technologies Ltd21,701$1.60M0.0%+95.3%0.206%
11/17/2025 Prelude Capital Management LLC8,000$591K0.0%-50.0%0.076%
11/17/2025 Millennium Management LLC73,252$5.41M0.0%+36.3%0.696%
11/17/2025 Brevan Howard Capital Management LP5,773$427K0.0%+34.6%0.055%
11/17/2025 Centiva Capital LP3,150$233K0.0%N/A0.030%
11/17/2025 Bank of America Corp DE34,121$2.52M0.0%+35.1%0.324%
11/17/2025 Aquatic Capital Management LLC2,805$207K0.0%+804.8%0.027%
11/17/2025 Algert Global LLC33,779$2.50M0.0%+726.5%0.321%
11/17/2025 Ameriprise Financial Inc.5,766$426K0.0%-2.6%0.055%
11/14/2025 Virtu Financial LLC4,750$351K0.0%N/A0.045%
11/14/2025 Man Group plc14,589$1.08M0.0%+29.9%0.139%
11/14/2025 Two Sigma Investments LP16,182$1.20M0.0%-30.3%0.154%
11/14/2025 Bridgeway Capital Management LLC46,251$3.42M0.1%-17.4%0.440%
11/13/2025 Boston Partners78,941$5.84M0.0%+11.7%0.750%
11/13/2025 Arrowstreet Capital Limited Partnership72,884$5.39M0.0%-3.9%0.693%
11/13/2025 BNP Paribas Financial Markets25,780$1.91M0.0%+111.7%0.245%
11/13/2025 Russell Investments Group Ltd.15,273$1.13M0.0%N/A0.145%
11/12/2025 Dimensional Fund Advisors LP493,218$36.46M0.0%+0.6%4.688%
11/12/2025 Victory Capital Management Inc.11,020$814K0.0%-54.5%0.105%
11/12/2025 Fisher Asset Management LLC26,664$1.97M0.0%-13.2%0.253%
11/12/2025 Royce & Associates LP112,404$8.31M0.1%+18.0%1.068%
11/12/2025 EJF Capital LLC20,000$1.48M0.9%-50.0%0.190%
11/12/2025 American Century Companies Inc.299,211$22.12M0.0%+17.3%2.844%
11/12/2025 Quantbot Technologies LP5,035$372K0.0%+196.4%0.048%
11/10/2025 Beverly 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%
11/7/2025 JPMorgan Chase & Co.69,438$5.13M0.0%+54.9%0.660%
11/6/2025 Metis Global Partners LLC2,794$207K0.0%N/A0.027%
10/31/2025 Y Intercept Hong Kong Ltd13,294$983K0.0%+34.9%0.126%
10/29/2025 NorthCrest Asset Manangement LLC11,350$804K0.0%+42.8%0.108%
10/24/2025 State of Alaska Department of Revenue425$31K0.0%N/A0.004%
SpaceX eyes a 1.75 trillion valuation - here's what to know (Ad)

Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a $1.75 trillion IPO - larger than Saudi Aramco and any tech offering in history. CNBC calls it 'the big market event of 2026.' According to former tech executive and angel investor Jeff Brown, there's a way to claim a stake before the public filing drops, starting with as little as $500.tc pixel

See how to get positioned in SpaceX before the announcement goes public
10/23/2025 SG Americas Securities LLC2,507$185K0.0%N/A0.024%
10/15/2025 Inspire Investing LLC6,122$452K0.0%+2.6%0.058%
10/14/2025Profit Investment Management LLC33,778$2.50M3.1%-31.6%0.321%
8/15/2025 Tower Research Capital LLC TRC 751$49K0.0%N/A0.007%
8/15/2025 Man Group plc11,233$739K0.0%+141.0%0.107%
8/15/2025 BNP Paribas Financial Markets12,179$801K0.0%+807.5%0.116%
8/15/2025 Bridgeway Capital Management LLC55,976$3.68M0.1%-26.2%0.532%
8/15/2025 Brevan Howard Capital Management LP4,288$282K0.0%N/A0.041%
8/15/2025 Bank of America Corp DE25,249$1.66M0.0%+10.7%0.240%
8/14/2025 PDT 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 699,341 shares in the last 24 months. This purchase volume represents approximately $50.67M 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 268,685 shares in the last 24 months. This volume of shares sold represents approximately $19.39M in transactions.


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This page (NYSE:OPY) was last updated on 5/27/2026 by MarketBeat.com Staff.
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