OPPENHEIMER HOLDINGS-CL A (OPY) Top Institutional Shareholders
OPPENHEIMER HOLDINGS-CL A (OPY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $356.60M in OPY holdings during the latest filing period.
Jb Capital Partners Lp is currently the largest disclosed institutional shareholder of OPY tracked by InsiderSet, reporting ownership valued at approximately $44.95M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $54.26M, representing an estimated gain of +20.72% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed OPY value among the investors covered in this analysis. Major shareholders include Jb Capital Partners Lp, Dimensional Fund Advisors Lp, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in OPPENHEIMER HOLDINGS-CL A (OPY).
This page ranks the largest institutional OPY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
114
Total Reported Value
$356.60M
Largest Holder
Jb Capital Partners Lp
Largest Position
$44.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
129
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jb Capital Partners Lp | 7.74% | 503,954 | $44,947,657 | $54,260,727 | +$9,313,070 | +20.72% | |
| Dimensional Fund Advisors Lp | 0.01% | 497,033 | $44,329,391 | $53,515,543 | +$9,186,152 | +20.72% | |
| Vanguard Capital Management Llc | 0.00% | 391,233 | $34,894,071 | $42,124,057 | +$7,229,986 | +20.72% | |
| American Century Companies Inc | 0.02% | 352,787 | $31,465,073 | $37,984,576 | +$6,519,503 | +20.72% | |
| Blackrock, Inc. | 0.00% | 187,066 | $16,684,418 | $20,141,396 | +$3,456,978 | +20.72% | |
| Royce & Associates Lp | 0.15% | 170,079 | $15,169,346 | $18,312,406 | +$3,143,060 | +20.72% | |
| Rbf Capital, Llc | 0.77% | 163,771 | $14,606,735 | $17,633,224 | +$3,026,489 | +20.72% | |
| Boston Partners | 0.01% | 131,434 | $11,722,600 | $14,151,499 | +$2,428,899 | +20.72% | |
| Charles Schwab Investment Management Inc | 0.00% | 100,852 | $8,994,990 | $10,858,735 | +$1,863,745 | +20.72% | |
| Morgan Stanley | 0.00% | 88,145 | $7,861,701 | $9,490,572 | +$1,628,871 | +20.72% | |
| Geode Capital Management, Llc | 0.00% | 86,564 | $7,723,711 | $9,320,346 | +$1,596,635 | +20.67% | |
| Bridgeway Capital Management, Llc | 0.13% | 73,059 | $6,516,132 | $7,866,263 | +$1,350,131 | +20.72% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 72,035 | $6,424,802 | $7,756,008 | +$1,331,206 | +20.72% | |
| Millennium Management Llc | 0.00% | 67,333 | $6,005,430 | $7,249,744 | +$1,244,314 | +20.72% | |
| State Street Corp | 0.00% | 59,798 | $5,333,384 | $6,438,451 | +$1,105,067 | +20.72% | |
| Arbiter Partners Capital Management | Paul Isaac | 3.33% | 54,999 | $4,905,361 | $5,921,742 | +$1,016,381 | +20.72% |
| Empowered Funds, Llc | 0.03% | 46,066 | $4,108,627 | $4,959,926 | +$851,299 | +20.72% | |
| Two Sigma Investments, Lp | 0.00% | 40,631 | $3,623,879 | $4,374,740 | +$750,861 | +20.72% | |
| Vanguard Fiduciary Trust Co | 0.00% | 40,443 | $3,607,111 | $4,354,498 | +$747,387 | +20.72% | |
| D. E. Shaw & Co., Inc. | 0.00% | 38,200 | $3,407,058 | $4,112,994 | +$705,936 | +20.72% | |
| Goldman Sachs Group Inc | 0.00% | 37,487 | $3,343,477 | $4,036,225 | +$692,748 | +20.72% | |
| Voleon Capital Management Lp | 0.07% | 36,522 | $3,257,397 | $3,932,324 | +$674,927 | +20.72% | |
| Vanguard Portfolio Management Llc | 0.00% | 33,394 | $2,978,411 | $3,595,532 | +$617,121 | +20.72% | |
| Boothbay Fund Management, Llc | 0.07% | 32,198 | $2,871,740 | $3,466,759 | +$595,019 | +20.72% | |
| Man Group Plc | 0.01% | 31,544 | $2,813,409 | $3,396,342 | +$582,933 | +20.72% | |
| Neuberger Berman Group Llc | 0.00% | 29,530 | $2,633,793 | $3,179,495 | +$545,702 | +20.72% | |
| Qube Research & Technologies Ltd | 0.00% | 27,591 | $2,460,841 | $2,970,723 | +$509,882 | +20.72% | |
| Polen Capital Management | David M. Polen | 0.02% | 26,954 | $2,404,027 | $2,902,137 | +$498,110 | +20.72% |
| Bank Of America Corp | 0.00% | 26,372 | $2,352,119 | $2,839,473 | +$487,354 | +20.72% | |
| Franklin Resources Inc | 0.00% | 25,918 | $2,311,626 | $2,790,591 | +$478,965 | +20.72% | |
| Fisher Asset Management, Llc | 0.00% | 25,286 | $2,255,258 | $2,722,544 | +$467,286 | +20.72% | |
| Bnp Paribas Financial Markets | 0.00% | 25,248 | $2,251,869 | $2,718,452 | +$466,583 | +20.72% | |
| Bokf, Na | 0.03% | 23,850 | $2,127,182 | $2,567,930 | +$440,748 | +20.72% | |
| Invesco Ltd. | 0.00% | 22,932 | $2,045,305 | $2,469,088 | +$423,783 | +20.72% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 22,800 | $2,033,532 | $2,454,876 | +$421,344 | +20.72% |
| Beverly Hills Private Wealth, Llc | 0.34% | 22,667 | $2,021,712 | $2,440,556 | +$418,844 | +20.72% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | 20,248 | $1,805,919 | $2,180,102 | +$374,183 | +20.72% | |
| Citadel Advisors Llc | 0.00% | 20,013 | $1,784,960 | $2,154,800 | +$369,840 | +20.72% | |
| Ejf Capital Lp | 1.26% | 20,000 | $1,783,800 | $2,153,400 | +$369,600 | +20.72% | |
| Bank Of New York Mellon Corp | 0.00% | 18,886 | $1,684,439 | $2,033,456 | +$349,017 | +20.72% | |
| Fmr Llc | 0.00% | 18,356 | $1,637,185 | $1,976,391 | +$339,206 | +20.72% | |
| Lazard Asset Management Llc | 0.00% | 17,826 | $1,589,901 | $1,919,325 | +$329,424 | +20.72% | |
| Northern Trust Corp | 0.00% | 17,356 | $1,547,981 | $1,868,721 | +$320,740 | +20.72% | |
| Round Rock Advisors Llc | 0.20% | 14,605 | $1,302,620 | $1,572,520 | +$269,900 | +20.72% | |
| Jane Street Group, Llc | 0.00% | 13,502 | $1,204,244 | $1,453,760 | +$249,516 | +20.72% | |
| Tudor Investment Corp Et Al | 0.01% | 12,643 | $1,127,629 | $1,361,272 | +$233,643 | +20.72% | |
| Sei Investments Co | 0.00% | 12,532 | $1,117,736 | $1,349,320 | +$231,584 | +20.72% | |
| Trexquant Investment Lp | 0.01% | 12,486 | $1,113,626 | $1,344,368 | +$230,742 | +20.72% | |
| Russell Investments Group, Ltd. | 0.00% | 11,978 | $1,068,380 | $1,289,671 | +$221,291 | +20.71% | |
| Northcrest Asset Manangement, Llc | 0.03% | 11,350 | $1,032,283 | $1,222,055 | +$189,772 | +18.38% |
Frequently asked questions about OPY
Who owns the most OPY stock?
The largest holders of OPY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for OPPENHEIMER HOLDINGS-CL A (OPY).
Is OPY widely held by superinvestors?
Many widely followed stocks like OPY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly OPY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.