Oppenheimer Ownership | Who Owns Oppenheimer?
Oppenheimer Ownership Summary
Oppenheimer is owned by 36.03% institutional investors, 42.21% insiders, and 21.76% retail investors. Jb capital partners lp is the largest institutional shareholder, holding 4.88% of OPY shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.62% of its assets in Oppenheimer shares.
OPY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Oppenheimer | 36.03% | 42.21% | 21.76% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Capital Markets Stocks | 37.92% | 18.86% | 43.22% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Jb capital partners lp | 503.95K | 4.88% | $32.30M |
| Dimensional fund advisors lp | 495.92K | 4.80% | $31.78M |
| Vanguard group | 385.77K | 3.73% | $24.72M |
| Greenwich wealth management | 305.70K | 2.96% | $19.59M |
| American century companies | 193.96K | 1.88% | $12.43M |
| Blackrock | 178.89K | 1.72% | $8.57M |
| Blackrock funding, inc. /de | 167.66K | 1.62% | $10.75M |
| Rbf capital | 165.00K | 1.60% | $10.57M |
| Arrowstreet capital, limited partnership | 90.57K | 0.88% | $5.80M |
| Tcw group | 79.30K | 0.77% | $5.08M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Jb capital partners lp | 503.95K | 6.18% | $32.30M |
| Profit investment management | 49.39K | 2.54% | $3.17M |
| Arbiter partners capital management | 49.68K | 1.97% | $3.18M |
| Ejf capital | 40.00K | 1.76% | $2.56M |
| Greenwich wealth management | 305.70K | 1.38% | $19.59M |
| Options solutions | 19.88K | 0.55% | $1.27M |
| Rbf capital | 165.00K | 0.55% | $10.57M |
| Beverly hills private wealth | 27.27K | 0.35% | $1.75M |
| Eam investors | 16.84K | 0.15% | $1.08M |
| Bridgeway capital management | 74.00K | 0.11% | $4.74M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Royce & associates lp | 37.50K | 0.02% | 37.50K |
| Arbiter partners capital management | 49.68K | 1.97% | 26.78K |
| Boothbay fund management | 26.78K | 0.04% | 26.78K |
| American century companies | 193.96K | 0.01% | 26.69K |
| Neuberger berman group | 32.35K | 0.00% | 21.70K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| 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 |
| Gsa capital partners llp | - | - | -16.24K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Royce & associates lp | 37.50K | 0.02% | 37.50K | $2.40M |
| Boothbay fund management | 26.78K | 0.04% | 26.78K | $1.72M |
| Eam investors | 16.84K | 0.15% | 16.84K | $1.08M |
| Norges bank | 5.10K | - | 5.10K | $326.86K |
| Charles schwab investment management | 3.50K | - | 3.50K | $224.31K |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -1.00 |
| Advisor group | -62.00 |
| Cibc private wealth group | -84.00 |
| Aquatic capital management | -200.00 |
| Nverses capital | -300.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 72 | -10.00% | 3,322,997 | -2.57% | 30 | 2.94% | 27 | -25.00% | 30 | 20.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 275.54K | 2.62% | - |
| Vanguard US Total Market Shares ETF | 246.53K | 2.34% | - |
| Avantis US Small Cap Value ETF | 196.34K | 1.87% | 312.00 |
| DFA US Small Cap Value I | 148.03K | 1.41% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 94.67K | 0.90% | 557.00 |
| DFA US Targeted Value I | 65.32K | 0.62% | - |
| DFA US Small Cap I | 59.09K | 0.56% | -2.21K |
| DFA US Micro Cap I | 52.89K | 0.50% | -2.27K |
| Profit Inv Mgt (PIM) Profit Sm Cap Eq | 49.39K | 0.47% | - |
| Boston Partners Small Cap Value II Inv | 46.14K | 0.44% | 46.14K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 09, 2025 | Friedman Paul M | - | Sell | $221.62K |
| Jun 10, 2025 | Friedman Paul M | - | Sell | $221.58K |
| Jun 06, 2025 | Friedman Paul M | - | Sell | $189.32K |
| Aug 19, 2024 | BEHRENS EVAN | - | Sell | $38.09K |
| Jul 31, 2024 | McNAMARA DENNIS P | Secretary | Sell | $307.67K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 3 |
| 2025 Q1 | - | - |
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | - |
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