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Oppenheimer (OPY) Institutional Ownership

Oppenheimer logo
$122.87 -1.87 (-1.50%)
As of 09/4/2026 03:58 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)
56
Total
Institutional Inflows
(last 12 months)
$111.68M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$16.78M
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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
9/2/2026 Allianz Asset Management GmbH3,869$408K0.0%N/A0.036%
8/24/2026 California State Teachers Retirement System682,633$72.05M0.0%N/A6.374%
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%
4/28/2026DGS Capital Management LLC3,681$328K0.1%+2.7%0.034%
4/23/2026 Inspire Investing LLC5,768$514K0.0%-11.4%0.054%
2/24/2026DGS 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%
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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%
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%
2/3/2026McIlrath & 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%
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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%
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%


OPY Institutional Ownership - Frequently Asked Questions

During the previous two years, 102 institutional investors and hedge funds held shares of Oppenheimer. The most heavily invested institutionals were California State Teachers Retirement System ($72.05M), 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), and Charles Schwab Investment Management Inc. ($8.02M).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 86 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: California State Teachers Retirement System ($682.63K), American Century Companies Inc. ($131.94K), Royce & Associates LP ($97.67K), JPMorgan Chase & Co. ($91.37K), Boston Partners ($87.07K), Millennium Management LLC ($61.00K), and Charles Schwab Investment Management Inc. ($43.42K).

Institutional investors have bought a total of 1,214,216 shares in the last 24 months. This purchase volume represents approximately $111.68M in transactions.

Of the 29 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), Marshall Wace LLP ($29.57K), EJF Capital LLC ($20K), JPMorgan Chase & Co. ($18.64K), Profit Investment Management LLC ($15.62K), Susquehanna International Group LLP ($13.93K), and O Shaughnessy Asset Management LLC ($13.61K).

Institutional investors have sold a total of 228,866 shares in the last 24 months. This volume of shares sold represents approximately $16.78M in transactions.


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Institutional ownership data for NYSE:OPY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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