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 2.77% 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 | 48.97% | 15.42% | 35.61% |
| Industry | Capital Markets Stocks | 42.24% | 16.85% | 40.91% |
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 | 49.39K | 2.93% | $3.25M |
| 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 | 291.71K | 2.77% | 3.22K |
| Vanguard US Total Market Shares ETF | 246.53K | 2.34% | - |
| Avantis US Small Cap Value ETF | 210.57K | 2.00% | 224.00 |
| DFA US Small Cap Value I | 145.20K | 1.38% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 96.53K | 0.92% | 583.00 |
| DFA US Targeted Value I | 67.27K | 0.64% | - |
| 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% | - |
| DFA US Micro Cap I | 48.67K | 0.46% | -4.22K |
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
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