Oppenheimer Ownership | Who Owns Oppenheimer?

Oppenheimer Ownership Summary

Oppenheimer is owned by 37.87% institutional investors, 42.23% insiders, and 19.90% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 4.80% 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	37.87%	42.23%	19.90%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Capital Markets Stocks	46.04%	16.84%	37.12%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Dimensional fund advisors lp	495.92K	4.80%	$31.78M
Jb capital partners lp	503.95K	4.79%	$33.15M
Vanguard group	385.77K	3.73%	$24.72M
Greenwich wealth management	305.70K	2.91%	$20.11M
American century companies	255.07K	2.42%	$16.78M
Blackrock	178.89K	1.72%	$8.57M
Blackrock funding, inc. /de	168.09K	1.60%	$11.06M
Rbf capital	165.00K	1.57%	$10.85M
Royce & associates lp	95.28K	0.91%	$6.27M
Arrowstreet capital, limited partnership	75.87K	0.72%	$4.99M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Jb capital partners lp	503.95K	6.14%	$33.15M
Arbiter partners capital management	55.00K	3.18%	$3.62M
Profit investment management	33.78K	3.14%	$2.50M
Ejf capital	40.00K	2.09%	$2.63M
Greenwich wealth management	305.70K	0.98%	$20.11M
Rbf capital	165.00K	0.52%	$10.85M
Options solutions	17.98K	0.35%	$1.18M
Beverly hills private wealth	21.04K	0.26%	$1.38M
Corsair capital management	8.94K	0.11%	$588.18K
Bridgeway capital management	74.00K	0.11%	$4.74M

Top Buyers

Holder	Shares	% Assets	Change
Marshall wace, llp	30.65K	0.00%	30.65K
American century companies	255.07K	0.01%	27.68K
Neuberger berman group	32.35K	0.00%	21.70K
Vanguard group	385.77K	0.00%	20.94K
Morgan stanley	54.43K	0.00%	19.09K

Top Sellers

Holder	Shares	% Assets	Change
Invesco	-	-	-41.60K
Federation des caisses desjardins du quebec	-	-	-38.50K
Aqr capital management	22.27K	0.00%	-33.59K
Blackrock	178.89K	0.00%	-25.88K
Renaissance	23.80K	0.00%	-25.30K

New Positions

Holder	Shares	% Assets	Change	Value
Marshall wace, llp	30.65K	0.00%	30.65K	$2.02M
Polen capital management	17.98K	0.00%	17.98K	$1.18M
Y-intercept (hong kong)	9.86K	0.02%	9.86K	$648.36K
Norges bank	5.10K	-	5.10K	$326.86K
Susquehanna portfolio strategies	4.34K	0.01%	4.34K	$285.57K

Sold Out

Holder	Change
Wells fargo & company/mn	-1.00
Advisor group	-62.00
Cibc private wealth group	-84.00
Coldstream capital management	-96.00
Nverses capital	-300.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2024	81	12.50%	3,451,673	3.87%	33	3.46%	31	14.81%	28	-6.67%

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

OPY Ownership FAQ

Who Owns Oppenheimer?

Oppenheimer shareholders are primarily institutional investors at 37.87%, followed by 42.23% insiders and 19.90% retail investors. The average institutional ownership in Oppenheimer's industry, Capital Markets Stocks, is 46.04%, which Oppenheimer falls below.

Who owns the most shares of Oppenheimer?

Oppenheimer’s largest shareholders are Dimensional fund advisors lp (495.92K shares, 4.80%), Jb capital partners lp (503.95K shares, 4.79%), and Vanguard group (385.77K shares, 3.73%). Together, they hold 13.32% 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 6.14% of its assets in 503.95K Oppenheimer shares, valued at 33.15M$.

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 2.71% of its total shares outstanding invested in 285.38K Oppenheimer shares.

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