Oppenheimer Ownership | Who Owns Oppenheimer?

Oppenheimer Ownership Summary

Oppenheimer is owned by 12.45% institutional investors, 42.30% insiders, and 45.25% 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 2.86% of its assets in Oppenheimer shares.

OPY Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Oppenheimer	12.45%	42.30%	45.25%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Capital Markets Stocks	28.28%	14.21%	57.51%

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	489.65K	4.66%	$35.40M
Vanguard group	437.94K	4.17%	$31.66M
American century companies	299.21K	2.84%	$22.11M
Blackrock	178.89K	1.72%	$8.57M
Blackrock funding, inc. /de	176.21K	1.68%	$12.74M
Rbf capital	165.00K	1.57%	$12.20M
Greenwich wealth management	125.02K	1.19%	$9.04M
Royce & associates lp	108.89K	1.04%	$7.87M
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
Arbiter partners capital management	55.00K	1.94%	$3.98M
Ejf capital	20.00K	0.86%	$1.48M
Rbf capital	165.00K	0.54%	$12.20M
Greenwich wealth management	125.02K	0.40%	$9.04M
Beverly hills private wealth	19.43K	0.25%	$1.44M
Round rock advisors	14.54K	0.16%	$1.05M
Corsair capital management	10.04K	0.12%	$742.28K
Royce & associates lp	108.89K	0.08%	$7.87M
Bridgeway capital management	46.25K	0.07%	$3.42M

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
Marshall wace, llp	46.37K	0.00%	15.72K

Top Sellers

Holder	Shares	% Assets	Change
Federation des caisses desjardins du quebec	-	-	-38.50K
Tcw group	38.69K	0.02%	-34.64K
Profit investment management	-	-	-33.78K
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
Sei investments	7.94K	0.00%	7.94K	$573.90K
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
Farther finance advisors	-5.00
Skopos labs	-9.00
Harbour investments	-15.00
Simplex trading	-33.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	42	-61.47%	1,307,797	-67.56%	12	0.85%	18	-70.97%	10	-68.75%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	302.67K	2.86%	2.23K
Avantis US Small Cap Value ETF	259.04K	2.45%	630.00
Vanguard US Total Market Shares ETF	246.53K	2.34%	-
DFA US Small Cap Value I	122.76K	1.16%	-3.09K
DFA US Targeted Value I	68.98K	0.65%	-
Royce Micro-Cap Trust	66.21K	0.63%	-
Vanguard Institutional Extnd Mkt Idx Tr	64.88K	0.61%	504.00
Schwab Fundamental U.S. Small CompanyETF	61.89K	0.58%	-40.00
Royce Micro Cap Trust	55.23K	0.52%	9.56K
DFA US Small Cap I	55.00K	0.52%	-

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
2026 Q1	-	-
2025 Q3	-	1
2025 Q2	-	3
2025 Q1	-	-
2024 Q3	-	2

OPY Ownership FAQ

Who Owns Oppenheimer?

Oppenheimer shareholders are primarily institutional investors at 12.45%, followed by 42.30% insiders and 45.25% retail investors. The average institutional ownership in Oppenheimer's industry, Capital Markets Stocks, is 28.28%, which Oppenheimer falls below.

Who owns the most shares of Oppenheimer?

Oppenheimer’s largest shareholders are Jb capital partners lp (503.95K shares, 4.79%), Dimensional fund advisors lp (489.65K shares, 4.66%), and Vanguard group (437.94K shares, 4.17%). Together, they hold 13.62% of Oppenheimer’s total shares outstanding.

Does Blackrock own Oppenheimer?

Yes, BlackRock owns 1.72% of Oppenheimer, totaling 178.89K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 8.57M$. In the last quarter, BlackRock decreased its holdings by -25.875K shares, a -12.64% change.

Who is Oppenheimer’s biggest shareholder by percentage of total assets invested?

Jb capital partners lp is Oppenheimer’s biggest shareholder by percentage of total assets invested, with 6.30% of its assets in 503.95K Oppenheimer shares, valued at 37.25M$.

Who is the top mutual fund holder of Oppenheimer shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Oppenheimer shares, with 2.86% of its total shares outstanding invested in 302.67K Oppenheimer shares.

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