Oppenheimer Ownership | Who Owns Oppenheimer?


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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 2.67% of its assets in Oppenheimer shares.

OPY Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockOppenheimer13.70%43.10%43.21%
SectorFinancial Services Stocks 40.08%14.24%45.69%
IndustryCapital Markets Stocks34.38%17.10%48.51%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Jb capital partners lp503.95K4.88%$32.30M
Dimensional fund advisors lp495.92K4.80%$31.78M
Vanguard group385.77K3.73%$24.72M
Greenwich wealth management305.70K2.96%$19.59M
American century companies193.96K1.88%$12.43M
Blackrock178.89K1.72%$8.57M
Blackrock funding, inc. /de167.66K1.62%$10.75M
Rbf capital165.00K1.60%$10.57M
Arrowstreet capital, limited partnership90.57K0.88%$5.80M
Tcw group79.30K0.77%$5.08M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Jb capital partners lp503.95K6.18%$32.30M
Profit investment management49.39K2.54%$3.17M
Arbiter partners capital management49.68K1.97%$3.18M
Ejf capital40.00K1.76%$2.56M
Greenwich wealth management305.70K1.38%$19.59M
Options solutions19.88K0.55%$1.27M
Rbf capital165.00K0.55%$10.57M
Beverly hills private wealth27.27K0.35%$1.75M
Eam investors16.84K0.15%$1.08M
Bridgeway capital management74.00K0.11%$4.74M

Top Buyers

HolderShares% AssetsChange
Royce & associates lp37.50K0.02%37.50K
Boothbay fund management26.78K0.04%26.78K
Arbiter partners capital management49.68K1.97%26.78K
American century companies193.96K0.01%26.69K
Neuberger berman group32.35K0.00%21.70K

Top Sellers

HolderShares% AssetsChange
Federation des caisses desjardins du quebec---38.50K
Aqr capital management22.27K0.00%-33.59K
Blackrock178.89K0.00%-25.88K
Renaissance23.80K0.00%-25.30K
Gsa capital partners llp---16.24K

New Positions

HolderShares% AssetsChangeValue
Royce & associates lp37.50K0.02%37.50K$2.40M
Boothbay fund management26.78K0.04%26.78K$1.72M
Eam investors16.84K0.15%16.84K$1.08M
Walleye capital9.43K0.00%9.43K$604.11K
Norges bank5.10K-5.10K$326.86K

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202433-63.33%1,415,293-61.13%131.10%16-63.64%6-71.43%
Sep 30, 20249011.11%3,641,1415.49%353.20%4545.16%21-25.00%
Jun 30, 20248112.50%3,451,6733.87%333.46%3114.81%28-6.67%
Mar 31, 202472-10.00%3,322,997-2.57%302.94%27-25.00%3020.00%
Dec 31, 202380-3,410,5150.40%323.41%369.09%25-13.79%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv275.54K2.67%-
Avantis US Small Cap Value ETF176.10K1.67%333.00
DFA US Small Cap Value I150.24K1.45%-
Vanguard Institutional Extnd Mkt Idx Tr88.84K0.86%42.00
DFA US Small Cap I65.86K0.64%-
DFA US Targeted Value I65.32K0.63%-
DFA US Micro Cap I55.16K0.53%-2.59K
Profit Inv Mgt (PIM) Profit Sm Cap Eq49.39K0.48%2.44K
Bridgeway Omni Small-Cap Value39.49K0.38%-10.00K
Bridgeway Omni Small-Cap Value N39.49K0.38%-10.00K

Recent Insider Transactions


DateNameRoleActivityValue
Aug 19, 2024BEHRENS EVAN-Sell$38.09K
Jul 31, 2024McNAMARA DENNIS P SecretarySell$307.67K
May 10, 2024BEHRENS EVAN-Sell$180.06K
Aug 31, 2023BEHRENS EVAN-Sell$191.40K
Aug 31, 2023BEHRENS EVAN-Sell$96.22K

Insider Transactions Trends


DateBuySell
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 34.38%, 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 2.67% of its total shares outstanding invested in 275.54K Oppenheimer shares.

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