Oppenheimer Holdings Inc
Ownership
Ownership Structure
Who owns Oppenheimer Holdings Inc (OPY)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 57.3% of the shares are freely tradable; institutional investors hold 41.7%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Dimensional Fund Advisors, Inc. | 4.86 | 520,326 | +4.7 | 06/30/2026 |
| Jb Capital Partners LP | 4.71 | 503,954 | +0.0 | 06/30/2026 |
| American Century Companies Inc | 3.66 | 391,977 | +11.1 | 06/30/2026 |
| Vanguard Capital Management, LLC | 3.65 | 391,233 | +0.0 | 03/31/2026 |
| BlackRock Inc | 1.75 | 187,066 | +6.2 | 03/31/2026 |
| Royce & Associates, LP | 1.59 | 170,079 | +56.2 | 03/31/2026 |
| RBF LLC | 1.53 | 163,771 | -50.0 | 03/31/2026 |
| Boston Partners Global Investors, Inc | 1.48 | 158,375 | +20.5 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Avantis US Small Cap Value ETF | 2.94 | 314,650 | +0.0 | 08/31/2026 |
| Vanguard MStar Total Stk Mkt Idx Invest | 2.84 | 303,935 | +0.0 | 08/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Data as of: September 28, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.