OPPENHEIMER HOLDINGS-CL A (OPY) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $460.96M in OPY holdings during the latest filing period.
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 $59.93M, representing an estimated gain of +9.13% 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
122
Total Reported Value
$460.96M
Largest Holder
Dimensional Fund Advisors Lp
Largest Position
$54.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
144
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 | $59,925,945 | +$5,011,565 | +9.13% | |
| Jb Capital Partners Lp | 8.23% | 503,954 | $53,187,305 | $58,040,382 | +$4,853,077 | +9.12% | |
| American Century Companies Inc | 0.02% | 391,977 | $41,369,253 | $45,143,991 | +$3,774,738 | +9.12% | |
| Vanguard Capital Management Llc | 0.00% | 384,352 | $40,564,510 | $44,265,820 | +$3,701,310 | +9.12% | |
| Blackrock, Inc. | 0.00% | 203,463 | $21,473,486 | $23,432,834 | +$1,959,348 | +9.12% | |
| Royce & Associates Lp | 0.14% | 170,076 | $17,949,821 | $19,587,653 | +$1,637,832 | +9.12% | |
| Rbf Capital, Llc | 0.72% | 163,771 | $17,284,391 | $18,861,506 | +$1,577,115 | +9.12% | |
| Boston Partners | 0.01% | 158,375 | $16,714,890 | $18,240,049 | +$1,525,159 | +9.12% | |
| Morgan Stanley | 0.00% | 106,924 | $11,284,817 | $12,314,437 | +$1,029,620 | +9.12% | |
| Geode Capital Management, Llc | 0.00% | 92,029 | $9,716,624 | $10,598,980 | +$882,356 | +9.08% | |
| Charles Schwab Investment Management Inc | 0.00% | 86,324 | $9,110,635 | $9,941,935 | +$831,300 | +9.12% | |
| Bridgeway Capital Management, Llc | 0.14% | 76,547 | $8,078,770 | $8,815,918 | +$737,148 | +9.12% | |
| State Street Corp | 0.00% | 75,734 | $7,992,966 | $8,722,285 | +$729,319 | +9.12% | |
| Algert Global Llc | 0.09% | 74,147 | $7,825,474 | $8,539,510 | +$714,036 | +9.12% | |
| Arbiter Partners Capital Management | Paul Isaac | 3.76% | 66,599 | $7,028,858 | $7,670,207 | +$641,349 | +9.12% |
| Two Sigma Investments, Lp | 0.00% | 62,606 | $6,607,437 | $7,210,333 | +$602,896 | +9.12% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 56,690 | $5,983,063 | $6,528,987 | +$545,924 | +9.12% | |
| Millennium Management Llc | 0.00% | 56,398 | $5,952,245 | $6,495,358 | +$543,113 | +9.12% | |
| Jpmorgan Chase & Co | 0.00% | 56,398 | $5,882,311 | $6,495,358 | +$613,047 | +10.42% | |
| Empowered Funds, Llc | 0.03% | 49,554 | $5,229,929 | $5,707,134 | +$477,205 | +9.12% | |
| Qube Research & Technologies Ltd | 0.01% | 48,060 | $5,072,252 | $5,535,070 | +$462,818 | +9.12% | |
| Vanguard Portfolio Management Llc | 0.00% | 46,427 | $4,899,906 | $5,346,998 | +$447,092 | +9.12% | |
| Voleon Capital Management Lp | 0.09% | 44,658 | $4,713,205 | $5,143,262 | +$430,057 | +9.12% | |
| Boothbay Fund Management, Llc | 0.09% | 43,742 | $4,616,531 | $5,037,766 | +$421,235 | +9.12% | |
| Vanguard Fiduciary Trust Co | 0.00% | 41,174 | $4,345,504 | $4,742,010 | +$396,506 | +9.12% | |
| Goldman Sachs Group Inc | 0.00% | 40,240 | $4,246,943 | $4,634,441 | +$387,498 | +9.12% | |
| Bnp Paribas Financial Markets | 0.00% | 37,240 | $3,930,310 | $4,288,931 | +$358,621 | +9.12% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 35,298 | $3,725,351 | $4,065,271 | +$339,920 | +9.12% |
| Credit Agricole S A | 0.01% | 32,000 | $3,377,280 | $3,685,440 | +$308,160 | +9.12% | |
| Neuberger Berman Group Llc | 0.00% | 27,630 | $2,916,085 | $3,182,147 | +$266,062 | +9.12% | |
| Polen Capital Management | David M. Polen | 0.02% | 26,834 | $2,832,060 | $3,090,472 | +$258,412 | +9.12% |
| Jane Street Group, Llc | 0.00% | 26,334 | $2,779,291 | $3,032,887 | +$253,596 | +9.12% | |
| Xtx Topco Ltd | 0.03% | 24,873 | $2,625,096 | $2,864,623 | +$239,527 | +9.12% | |
| Citadel Advisors Llc | 0.00% | 24,352 | $2,570,110 | $2,804,620 | +$234,510 | +9.12% | |
| Fisher Asset Management, Llc | 0.00% | 24,069 | $2,540,242 | $2,772,027 | +$231,785 | +9.12% | |
| Man Group Plc | 0.00% | 24,039 | $2,537,076 | $2,768,572 | +$231,496 | +9.12% | |
| Bokf, Na | 0.03% | 23,850 | $2,517,129 | $2,746,805 | +$229,676 | +9.12% | |
| Bank Of America Corp | 0.00% | 21,214 | $2,238,926 | $2,443,216 | +$204,290 | +9.12% | |
| Beverly Hills Private Wealth, Llc | 0.42% | 20,933 | $2,209,217 | $2,410,854 | +$201,637 | +9.13% | |
| Lazard Asset Management Llc | 0.00% | 20,927 | $2,208,636 | $2,410,163 | +$201,527 | +9.12% | |
| Fmr Llc | 0.00% | 20,165 | $2,128,231 | $2,322,403 | +$194,172 | +9.12% | |
| Ejf Capital Lp | 1.41% | 20,000 | $2,110,800 | $2,303,400 | +$192,600 | +9.12% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | 19,745 | $2,083,887 | $2,274,032 | +$190,145 | +9.12% | |
| Northern Trust Corp | 0.00% | 19,509 | $2,058,979 | $2,246,852 | +$187,873 | +9.12% | |
| Aqr Capital Management Llc | 0.00% | 18,351 | $1,936,765 | $2,113,485 | +$176,720 | +9.12% | |
| Bank Of New York Mellon Corp | 0.00% | 17,978 | $1,897,375 | $2,070,526 | +$173,151 | +9.13% | |
| Round Rock Advisors Llc | 0.20% | 14,605 | $1,541,412 | $1,682,058 | +$140,646 | +9.12% | |
| Russell Investments Group, Ltd. | 0.00% | 13,762 | $1,452,440 | $1,584,970 | +$132,530 | +9.12% | |
| Y-Intercept (Hong Kong) Ltd | 0.03% | 12,665 | $1,336,664 | $1,458,628 | +$121,964 | +9.12% | |
| Northcrest Asset Manangement, Llc | 0.03% | 11,376 | $1,317,682 | $1,310,174 | -$7,508 | -0.57% |
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.