Oppenheimer Ownership | Who Owns Oppenheimer?

Oppenheimer Ownership Summary

Oppenheimer is owned by 37.87% institutional investors, 42.23% insiders, and 19.90% 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 2.71% 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	46.70%	16.65%	36.66%

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	493.22K	4.69%	$36.46M
Vanguard group	426.03K	4.05%	$31.49M
American century companies	299.21K	2.84%	$22.11M
Blackrock	178.89K	1.72%	$8.57M
Blackrock funding, inc. /de	169.67K	1.61%	$12.54M
Rbf capital	165.00K	1.57%	$10.85M
Greenwich wealth management	125.02K	1.19%	$9.24M
Royce & associates lp	112.40K	1.07%	$8.31M
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
Profit investment management	33.78K	3.14%	$2.50M
Arbiter partners capital management	55.00K	2.43%	$4.06M
Ejf capital	20.00K	0.86%	$1.48M
Rbf capital	165.00K	0.52%	$10.85M
Greenwich wealth management	125.02K	0.46%	$9.24M
Beverly hills private wealth	19.43K	0.25%	$1.44M
Corsair capital management	8.94K	0.11%	$588.18K
Bridgeway capital management	74.00K	0.11%	$4.74M
Prelude capital management	16.00K	0.10%	$1.05M

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
Jpmorgan chase	69.44K	0.00%	24.60K
Morgan stanley	54.43K	0.00%	19.09K

Top Sellers

Holder	Shares	% Assets	Change
Greenwich wealth management	125.02K	0.46%	-180.68K
Federation des caisses desjardins du quebec	-	-	-38.50K
Aqr capital management	22.27K	0.00%	-33.59K
Blackrock	178.89K	0.00%	-25.88K
Ejf capital	20.00K	0.86%	-20.00K

New Positions

Holder	Shares	% Assets	Change	Value
Russell investments group	15.27K	0.00%	15.27K	$1.13M
Quadrature capital	5.94K	0.01%	5.94K	$439.14K
Norges bank	5.10K	-	5.10K	$326.86K
Susquehanna portfolio strategies	4.34K	0.01%	4.34K	$285.57K
Brevan howard capital management lp	4.29K	0.00%	4.29K	$282.02K

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 46.70%, 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 (493.22K shares, 4.69%), and Vanguard group (426.03K shares, 4.05%). Together, they hold 13.53% 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 2.71% of its total shares outstanding invested in 285.38K Oppenheimer shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools