Oppenheimer Ownership | Who Owns Oppenheimer?

Oppenheimer Ownership Summary

Oppenheimer is owned by 13.70% institutional investors, 43.10% insiders, and 43.21% 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	13.70%	43.10%	43.21%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Capital Markets Stocks	34.70%	18.00%	47.30%

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
Boothbay fund management	26.78K	0.04%	26.78K
Arbiter partners capital management	49.68K	1.97%	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
Walleye capital	9.43K	0.00%	9.43K	$604.11K
Norges bank	5.10K	-	5.10K	$326.86K

Sold Out

Holder	Change
Wells fargo & company/mn	-1.00
Advisor group	-62.00
Aquatic capital management	-200.00
Nverses capital	-300.00
Innealta capital	-1.17K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2023	80	-	3,410,515	0.40%	32	3.41%	36	9.09%	25	-13.79%

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	184.45K	1.75%	290.00
DFA US Small Cap Value I	148.03K	1.41%	-2.21K
Vanguard Institutional Extnd Mkt Idx Tr	94.11K	0.89%	5.03K
DFA US Targeted Value I	65.32K	0.62%	-
DFA US Small Cap I	61.30K	0.58%	-2.21K
DFA US Micro Cap I	55.16K	0.52%	-
Profit Inv Mgt (PIM) Profit Sm Cap Eq	49.39K	0.47%	-
Royce Micro-Cap Trust Inc	45.67K	0.43%	24.63K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 19, 2024	BEHRENS EVAN	-	Sell	$38.09K
Jul 31, 2024	McNAMARA DENNIS P	Secretary	Sell	$307.67K
May 10, 2024	BEHRENS EVAN	-	Sell	$180.06K
Aug 31, 2023	BEHRENS EVAN	-	Sell	$191.40K
Aug 31, 2023	BEHRENS EVAN	-	Sell	$96.22K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	-
2024 Q3	-	2
2024 Q2	-	1
2024 Q1	-	-
2023 Q4	-	-

OPY Ownership FAQ

Who Owns Oppenheimer?

Oppenheimer shareholders are primarily institutional investors at 13.70%, followed by 43.10% insiders and 43.20% retail investors. The average institutional ownership in Oppenheimer's industry, Capital Markets Stocks, is 34.70%, which Oppenheimer falls below.

Who owns the most shares of Oppenheimer?

Oppenheimer’s largest shareholders are Jb capital partners lp (503.95K shares, 4.88%), Dimensional fund advisors lp (495.92K shares, 4.80%), and Vanguard group (385.77K shares, 3.73%). Together, they hold 13.41% 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 6.18% of its assets in 503.95K Oppenheimer shares, valued at 32.3M$.

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 2.62% of its total shares outstanding invested in 275.54K Oppenheimer shares.

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