Oppenheimer Ownership | Who Owns Oppenheimer?

Oppenheimer Ownership Summary

Oppenheimer is owned by 40.07% institutional investors, 42.36% insiders, and 17.58% retail investors. Jb capital partners lp is the largest institutional shareholder, holding 4.80% of OPY shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.92% of its assets in Oppenheimer shares.

OPY Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Oppenheimer	40.07%	42.36%	17.58%
Sector	Financial Services Stocks	37.05%	15.59%	47.36%
Industry	Capital Markets Stocks	33.12%	15.10%	51.78%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Jb capital partners lp	503.95K	4.80%	$44.95M
Dimensional fund advisors lp	497.03K	4.73%	$44.33M
Vanguard group	437.94K	4.17%	$31.66M
American century companies	352.79K	3.36%	$31.47M
Blackrock funding, inc. /de	187.07K	1.78%	$16.68M
Blackrock	178.89K	1.72%	$8.57M
Royce & associates lp	170.08K	1.62%	$15.17M
Rbf capital	163.77K	1.56%	$14.61M
Boston partners	131.43K	1.25%	$11.72M
Greenwich wealth management	100.87K	0.96%	$9.00M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Jb capital partners lp	503.95K	7.74%	$44.95M
Arbiter partners capital management	55.00K	2.81%	$4.91M
Ejf capital	20.00K	1.26%	$1.78M
Rbf capital	163.77K	0.76%	$14.61M
Greenwich wealth management	100.87K	0.37%	$9.00M
Verdad advisers, lp	3.42K	0.34%	$305.12K
Beverly hills private wealth	22.67K	0.34%	$2.02M
Round rock advisors	14.61K	0.20%	$1.30M
Avise financial cooperative	2.32K	0.17%	$206.56K
Royce & associates lp	170.08K	0.15%	$15.17M

Top Buyers

Holder	Shares	% Assets	Change
Royce & associates lp	170.08K	0.15%	61.19K
Boston partners	131.43K	0.01%	45.24K
Vanguard fiduciary trust	40.44K	0.00%	40.44K
American century companies	352.79K	0.02%	32.80K
Franklin resources	25.92K	0.00%	25.92K

Top Sellers

Holder	Shares	% Assets	Change
Millennium management	67.33K	0.00%	-47.40K
Federation des caisses desjardins du quebec	-	-	-38.50K
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
Vanguard fiduciary trust	40.44K	0.00%	40.44K	$3.61M
Franklin resources	25.92K	0.00%	25.92K	$2.31M
Lazard asset management	17.83K	0.00%	17.83K	$1.59M
Cubist systematic strategies	6.04K	0.00%	6.04K	$446.42K
Alps advisors	6.00K	0.00%	6.00K	$535.14K

Sold Out

Holder	Change
Wells fargo & company/mn	-1.00
Skopos labs	-9.00
Harbour investments	-15.00
Gamma investing	-15.00
Simplex trading	-33.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	114	3.64%	4,208,466	2.87%	40	2.64%	63	14.55%	30	-6.25%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	312.74K	2.92%	-
Avantis US Small Cap Value ETF	283.44K	2.65%	-
Vanguard US Total Market Shares ETF	246.53K	2.34%	-
DFA US Small Cap Value I	124.86K	1.17%	2.10K
Boston Partners Small Cap Value II Inv	76.87K	0.72%	-
Royce Micro-Cap Trust	75.97K	0.71%	9.76K
Vanguard Institutional Extnd Mkt Idx Tr	69.83K	0.65%	504.00
DFA US Targeted Value I	68.98K	0.64%	-
Royce Micro Cap Trust	55.23K	0.52%	9.56K
Schwab Fundamental U.S. Small CompanyETF	51.71K	0.48%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 02, 2026	McNAMARA DENNIS P	Secretary	Sell	$423.70K
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

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	1
2025 Q3	-	1
2025 Q2	-	3
2025 Q1	-	-
2024 Q3	-	2

OPY Ownership FAQ

Who Owns Oppenheimer?

Oppenheimer shareholders are primarily institutional investors at 40.07%, followed by 42.36% insiders and 17.57% retail investors. The average institutional ownership in Oppenheimer's industry, Capital Markets Stocks, is 33.12%, which Oppenheimer exceeds.

Who owns the most shares of Oppenheimer?

Oppenheimer’s largest shareholders are Jb capital partners lp (503.95K shares, 4.80%), Dimensional fund advisors lp (497.03K shares, 4.73%), and Vanguard group (437.94K shares, 4.17%). Together, they hold 13.70% 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 7.74% of its assets in 503.95K Oppenheimer shares, valued at 44.95M$.

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 2.92% of its total shares outstanding invested in 312.74K Oppenheimer shares.

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