OPY Institutional Ownership & Shareholders
OPPENHEIMER HOLDINGS-CL A (OPY) is currently held by 126 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $457.31M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Dimensional Fund Advisors Lp is currently the largest disclosed institutional shareholder of OPY tracked by InsiderSet, reporting ownership valued at approximately $54.91M in its June 30, 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 $44.85M, representing an estimated loss of -18.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed OPY value among the investors covered in this analysis. Major shareholders include Dimensional Fund Advisors Lp, Jb Capital Partners Lp, American Century Companies Inc, 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
126
Total Reported Value
$457.31M
Largest Holder
Dimensional Fund Advisors Lp
Largest Position
$54.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
139
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Dimensional Fund Advisors Lp | 0.01% | 520,326 | $54,914,380 | $44,852,101 | -$10,062,279 | -18.32% | |
| Jb Capital Partners Lp | 8.23% | 503,954 | $53,187,305 | $43,440,835 | -$9,746,470 | -18.32% | |
| American Century Companies Inc | 0.02% | 391,977 | $41,369,253 | $33,788,417 | -$7,580,836 | -18.32% | |
| Vanguard Capital Management Llc | 0.00% | 384,352 | $40,564,510 | $33,131,142 | -$7,433,368 | -18.32% | |
| Blackrock, Inc. | 0.00% | 203,463 | $21,473,486 | $17,538,511 | -$3,934,975 | -18.32% | |
| Royce & Associates Lp | 0.14% | 170,076 | $17,949,821 | $14,660,551 | -$3,289,270 | -18.32% | |
| Rbf Capital, Llc | 0.72% | 163,771 | $17,284,391 | $14,117,060 | -$3,167,331 | -18.32% | |
| Boston Partners | 0.01% | 158,375 | $16,714,890 | $13,651,925 | -$3,062,965 | -18.32% | |
| Morgan Stanley | 0.00% | 106,924 | $11,284,817 | $9,216,849 | -$2,067,968 | -18.33% | |
| Geode Capital Management, Llc | 0.00% | 92,029 | $9,716,624 | $7,932,900 | -$1,783,724 | -18.36% | |
| Charles Schwab Investment Management Inc | 0.00% | 86,324 | $9,110,635 | $7,441,129 | -$1,669,506 | -18.32% | |
| Bridgeway Capital Management, Llc | 0.14% | 76,547 | $8,078,770 | $6,598,351 | -$1,480,419 | -18.32% | |
| State Street Corp | 0.00% | 75,734 | $7,992,966 | $6,528,271 | -$1,464,695 | -18.32% | |
| Algert Global Llc | 0.09% | 74,147 | $7,825,474 | $6,391,471 | -$1,434,003 | -18.32% | |
| Arbiter Partners Capital Management | Paul Isaac | 3.76% | 66,599 | $7,028,858 | $5,740,834 | -$1,288,024 | -18.32% |
| Two Sigma Investments, Lp | 0.00% | 62,606 | $6,607,437 | $5,396,637 | -$1,210,800 | -18.32% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 56,690 | $5,983,063 | $4,886,678 | -$1,096,385 | -18.32% | |
| Millennium Management Llc | 0.00% | 56,398 | $5,952,245 | $4,861,508 | -$1,090,737 | -18.32% | |
| Jpmorgan Chase & Co | 0.00% | 56,398 | $5,882,311 | $4,861,508 | -$1,020,803 | -17.35% | |
| Empowered Funds, Llc | 0.03% | 49,554 | $5,229,929 | $4,271,555 | -$958,374 | -18.32% | |
| Qube Research & Technologies Ltd | 0.01% | 48,060 | $5,072,252 | $4,142,772 | -$929,480 | -18.32% | |
| Vanguard Portfolio Management Llc | 0.00% | 46,427 | $4,899,906 | $4,002,007 | -$897,899 | -18.32% | |
| Voleon Capital Management Lp | 0.09% | 44,658 | $4,713,205 | $3,849,520 | -$863,685 | -18.32% | |
| Boothbay Fund Management, Llc | 0.09% | 43,742 | $4,616,531 | $3,770,560 | -$845,971 | -18.32% | |
| Vanguard Fiduciary Trust Co | 0.00% | 41,174 | $4,345,504 | $3,549,199 | -$796,305 | -18.32% | |
| Goldman Sachs Group Inc | 0.00% | 40,240 | $4,246,943 | $3,468,688 | -$778,255 | -18.33% | |
| Bnp Paribas Financial Markets | 0.00% | 37,240 | $3,930,310 | $3,210,088 | -$720,222 | -18.32% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 35,298 | $3,725,351 | $3,042,688 | -$682,663 | -18.32% |
| Credit Agricole S A | 0.01% | 32,000 | $3,377,280 | $2,758,400 | -$618,880 | -18.32% | |
| Polen Capital Management | David M. Polen | 0.02% | 26,834 | $2,832,060 | $2,313,091 | -$518,969 | -18.32% |
| Jane Street Group, Llc | 0.00% | 26,334 | $2,779,291 | $2,269,991 | -$509,300 | -18.32% | |
| Xtx Topco Ltd | 0.03% | 24,873 | $2,625,096 | $2,144,053 | -$481,043 | -18.32% | |
| Citadel Advisors Llc | 0.00% | 24,352 | $2,570,110 | $2,099,142 | -$470,968 | -18.32% | |
| Fisher Asset Management, Llc | 0.00% | 24,069 | $2,540,242 | $2,074,748 | -$465,494 | -18.32% | |
| Man Group Plc | 0.00% | 24,039 | $2,537,076 | $2,072,162 | -$464,914 | -18.32% | |
| Bank Of America Corp | 0.00% | 21,214 | $2,238,926 | $1,828,647 | -$410,279 | -18.32% | |
| Beverly Hills Private Wealth, Llc | 0.42% | 20,933 | $2,209,217 | $1,804,425 | -$404,792 | -18.32% | |
| Lazard Asset Management Llc | 0.00% | 20,927 | $2,208,636 | $1,803,907 | -$404,729 | -18.32% | |
| Neuberger Berman Group Llc | 0.00% | 30,255 | $2,187,144 | $2,607,981 | +$420,837 | +19.24% | |
| Fmr Llc | 0.00% | 20,165 | $2,128,231 | $1,738,223 | -$390,008 | -18.33% | |
| Ejf Capital Lp | 1.41% | 20,000 | $2,110,800 | $1,724,000 | -$386,800 | -18.32% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | 19,745 | $2,083,887 | $1,702,019 | -$381,868 | -18.32% | |
| Northern Trust Corp | 0.00% | 19,509 | $2,058,979 | $1,681,676 | -$377,303 | -18.32% | |
| Aqr Capital Management Llc | 0.00% | 18,351 | $1,936,765 | $1,581,856 | -$354,909 | -18.32% | |
| Bank Of New York Mellon Corp | 0.00% | 17,978 | $1,897,375 | $1,549,704 | -$347,671 | -18.32% | |
| Round Rock Advisors Llc | 0.20% | 14,605 | $1,541,412 | $1,258,951 | -$282,461 | -18.32% | |
| Russell Investments Group, Ltd. | 0.00% | 13,762 | $1,452,440 | $1,186,284 | -$266,156 | -18.32% | |
| Northcrest Asset Manangement, Llc | 0.03% | 11,448 | $1,333,005 | $986,818 | -$346,187 | -25.97% | |
| Swiss National Bank | 0.00% | 11,700 | $1,234,818 | $1,008,540 | -$226,278 | -18.32% | |
| Engineers Gate Manager Lp | 0.01% | 10,026 | $1,058,144 | $864,241 | -$193,903 | -18.32% |
Frequently asked questions about OPY
Who are the largest institutional holders of OPY?
The largest institutional holders of OPY reported in the latest SEC Form 13F filings include Dimensional Fund Advisors Lp, Jb Capital Partners Lp, American Century Companies Inc, Vanguard Capital Management Llc, and Blackrock, Inc.. InsiderSet ranks institutional holders by their latest reported OPY position.
What is OPY institutional ownership?
This page tracks OPY positions reported by institutional investment managers through SEC Form 13F. OPPENHEIMER HOLDINGS-CL A (OPY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OPY?
InsiderSet currently tracks 126 institutional managers reporting OPY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of OPY shareholders.
How much OPY stock do institutions own?
Institutional investment managers disclosed approximately $457.31M in OPY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OPY institutional ownership last updated?
The latest OPY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional OPY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its OPY position after the reporting date.
Are institutions buying or selling OPY?
Institutional buying and selling can be analyzed by comparing OPY positions across consecutive 13F reporting periods. InsiderSet's OPY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OPY ownership changes.
How has OPY institutional ownership changed over time?
InsiderSet tracks OPY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.