Oppenheimer Ownership | Who Owns Oppenheimer?
Oppenheimer Ownership Summary
Oppenheimer is owned by 20.25% institutional investors, 42.23% insiders, and 37.52% retail investors. Jb capital partners lp is the largest institutional shareholder, holding 4.79% of OPY shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.71% of its assets in Oppenheimer shares.
OPY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Oppenheimer | 20.25% | 42.23% | 37.52% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Capital Markets Stocks | 35.42% | 14.69% | 49.89% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Jb capital partners lp | 503.95K | 4.79% | $37.25M |
| Dimensional fund advisors lp | 493.22K | 4.69% | $36.46M |
| Vanguard group | 426.03K | 4.05% | $31.49M |
| American century companies | 299.21K | 2.84% | $22.11M |
| Blackrock | 178.89K | 1.72% | $8.57M |
| Blackrock funding, inc. /de | 169.67K | 1.61% | $12.54M |
| Rbf capital | 165.00K | 1.57% | $12.20M |
| Greenwich wealth management | 125.02K | 1.19% | $9.24M |
| Royce & associates lp | 112.40K | 1.07% | $8.31M |
| Charles schwab investment management | 91.35K | 0.87% | $6.75M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Jb capital partners lp | 503.95K | 6.30% | $37.25M |
| Profit investment management | 33.78K | 3.14% | $2.50M |
| Arbiter partners capital management | 55.00K | 2.43% | $4.06M |
| Ejf capital | 20.00K | 0.86% | $1.48M |
| Rbf capital | 165.00K | 0.54% | $12.20M |
| Greenwich wealth management | 125.02K | 0.46% | $9.24M |
| Beverly hills private wealth | 19.43K | 0.25% | $1.44M |
| Corsair capital management | 10.04K | 0.12% | $742.28K |
| Round rock advisors | 8.92K | 0.10% | $613.97K |
| Royce & associates lp | 112.40K | 0.08% | $8.31M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Charles schwab investment management | 91.35K | 0.00% | 49.75K |
| American century companies | 299.21K | 0.01% | 44.15K |
| Invesco | 37.66K | 0.00% | 37.66K |
| Algert global | 33.78K | 0.04% | 29.69K |
| Jpmorgan chase | 69.44K | 0.00% | 24.60K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Greenwich wealth management | 125.02K | 0.46% | -180.68K |
| Federation des caisses desjardins du quebec | - | - | -38.50K |
| Tcw group | 38.69K | 0.02% | -34.64K |
| Aqr capital management | 22.27K | 0.00% | -33.59K |
| Blackrock | 178.89K | 0.00% | -25.88K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Russell investments group | 15.27K | 0.00% | 15.27K | $1.13M |
| Voleon capital management lp | 12.93K | 0.02% | 12.93K | $955.29K |
| Round rock advisors | 8.92K | 0.10% | 8.92K | $613.97K |
| Walleye capital | 6.17K | 0.00% | 6.17K | $455.65K |
| Cubist systematic strategies | 6.04K | 0.00% | 6.04K | $446.42K |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -1.00 |
| Skopos labs | -9.00 |
| Advisor group | -66.00 |
| Cibc private wealth group | -84.00 |
| Coldstream capital management | -96.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 41 | -56.84% | 2,130,666 | -44.16% | 20 | 1.54% | 22 | -57.69% | 14 | -36.36% |
| Jun 30, 2025 | 100 | 16.28% | 3,983,406 | 5.49% | 37 | 2.91% | 55 | 120.00% | 23 | -39.47% |
| Mar 31, 2025 | 85 | -13.27% | 3,770,344 | 2.01% | 36 | 2.82% | 25 | -44.44% | 37 | 32.14% |
| Dec 31, 2024 | 33 | -63.33% | 1,415,293 | -61.13% | 13 | 1.10% | 16 | -63.64% | 6 | -71.43% |
| Sep 30, 2024 | 90 | 11.11% | 3,641,141 | 5.49% | 35 | 3.20% | 45 | 45.16% | 21 | -25.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 285.38K | 2.71% | -6.33K |
| Vanguard US Total Market Shares ETF | 246.53K | 2.34% | - |
| Avantis US Small Cap Value ETF | 217.29K | 2.07% | 696.00 |
| DFA US Small Cap Value I | 141.39K | 1.34% | -3.81K |
| DFA US Targeted Value I | 67.27K | 0.64% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 66.02K | 0.63% | -30.52K |
| DFA US Small Cap I | 55.44K | 0.53% | - |
| Royce Micro Cap Trust | 55.23K | 0.52% | 9.56K |
| Profit Inv Mgt (PIM) Profit Sm Cap Eq | 49.39K | 0.47% | - |
| Boston Partners Small Cap Value II Inv | 45.70K | 0.43% | 573.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 05, 2025 | McNAMARA DENNIS P | Secretary | Sell | $147.62K |
| Jun 10, 2025 | Friedman Paul M | - | Sell | $221.58K |
| Jun 09, 2025 | Friedman Paul M | - | Sell | $221.62K |
| Jun 06, 2025 | Friedman Paul M | - | Sell | $189.32K |
| Aug 19, 2024 | BEHRENS EVAN | - | Sell | $38.09K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | 3 |
| 2025 Q1 | - | - |
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | 1 |
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