Oppenheimer Ownership | Who Owns Oppenheimer?
Oppenheimer Ownership Summary
Oppenheimer is owned by 42.10% institutional investors, 42.36% insiders, and 15.54% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 4.89% of OPY shares. Avantis US Small Cap Value ETF is the top mutual fund, with 2.94% of its assets in Oppenheimer shares.
OPY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Oppenheimer | 42.10% | 42.36% | 15.54% |
| Sector | Financial Services Stocks | 734.95% | 13.85% | -648.79% |
| Industry | Capital Markets Stocks | 41.45% | 17.30% | 41.25% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Dimensional fund advisors lp | 520.33K | 4.89% | $54.91M |
| Jb capital partners lp | 503.95K | 4.74% | $53.19M |
| Vanguard group | 437.94K | 4.17% | $31.66M |
| American century companies | 391.98K | 3.68% | $41.37M |
| Vanguard capital management | 384.35K | 3.61% | $40.56M |
| Blackrock funding, inc. /de | 203.46K | 1.91% | $21.47M |
| Blackrock | 178.89K | 1.72% | $8.57M |
| Royce & associates lp | 170.08K | 1.60% | $17.95M |
| Rbf capital | 163.77K | 1.54% | $17.28M |
| Boston partners | 158.38K | 1.49% | $16.71M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Jb capital partners lp | 503.95K | 8.23% | $53.19M |
| Arbiter partners capital management | 66.60K | 3.70% | $7.03M |
| Ejf capital | 20.00K | 1.41% | $2.11M |
| Verdad advisers, lp | 8.67K | 0.88% | $915.35K |
| Rbf capital | 163.77K | 0.72% | $17.28M |
| Beverly hills private wealth | 20.93K | 0.42% | $2.21M |
| Round rock advisors | 14.61K | 0.20% | $1.54M |
| Precision wealth strategies | 5.84K | 0.19% | $616.78K |
| Avise financial cooperative | 2.13K | 0.16% | $225.01K |
| Royce & associates lp | 170.08K | 0.14% | $17.95M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sixth street partners management company | 86.32K | 0.00% | 86.32K |
| American century companies | 391.98K | 0.02% | 39.19K |
| Algert global | 74.15K | 0.09% | 37.33K |
| Credit agricole s a | 32.00K | 0.01% | 32.00K |
| Boston partners | 158.38K | 0.01% | 26.94K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Greenwich wealth management | - | - | -100.87K |
| Federation des caisses desjardins du quebec | - | - | -38.50K |
| Profit investment management | - | - | -33.78K |
| D. e. shaw | 5.27K | 0.00% | -32.93K |
| Blackrock | 178.89K | 0.00% | -25.88K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 86.32K | 0.00% | 86.32K | $9.11M |
| Credit agricole s a | 32.00K | 0.01% | 32.00K | $3.38M |
| Aqr capital management | 18.35K | 0.00% | 18.35K | $1.94M |
| Swiss national bank | 11.70K | 0.00% | 11.70K | $1.23M |
| Cubist systematic strategies | 6.04K | 0.00% | 6.04K | $446.42K |
Sold Out
| Holder | Change |
|---|---|
| Skopos labs | -9.00 |
| Harbour investments | -15.00 |
| Gamma investing | -15.00 |
| Quarry lp | -24.00 |
| Simplex trading | -33.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 125 | 7.76% | 4,480,962 | 5.78% | 42 | 2.59% | 72 | 14.29% | 33 | 6.45% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Avantis US Small Cap Value ETF | 314.65K | 2.94% | - |
| Vanguard Total Stock Mkt Idx Inv | 303.94K | 2.84% | -5.90K |
| Vanguard Morn Total Stk Mkt Idx Investor | 303.94K | 2.84% | -5.90K |
| Vanguard MStar Total Stk Mkt Idx Invest | 303.94K | 2.84% | - |
| Vanguard US Total Market Shares ETF | 246.53K | 2.34% | - |
| DFA US Small Cap Value I | 130.84K | 1.22% | 1.40K |
| Royce Micro-Cap Trust | 79.81K | 0.75% | 3.84K |
| Boston Partners Small Cap Value II Inv | 76.32K | 0.71% | 57.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 70.56K | 0.66% | 148.00 |
| DFA US Targeted Value I | 69.67K | 0.65% | - |
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 |
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