Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in OPY held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | JB CAPITAL PARTNERS LP | 504K | $44.9M | 0.0% | 4.751% | 7.74% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 497K | $44.3M | +1.5% | 4.686% | 0.01% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 391K | $34.9M | — | 3.688% | 0.00% |
| 4 | AMERICAN CENTURY COMPANIES INC | 353K | $31.5M | +10.3% | 3.326% | 0.02% |
| 5 | BlackRock, Inc. | 187K | $16.7M | +6.2% | 1.764% | 0.00% |
| 6 | ROYCE & ASSOCIATES LP | 170K | $15.2M | +56.2% | 1.603% | 0.15% |
| 7 | RBF Capital, LLC | 164K | $14.6M | 0.0% | 1.544% | 0.77% |
| 8 | Boston Partners | 131K | $11.7M | +52.5% | 1.239% | 0.01% |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 101K | $9.0M | -9.1% | 0.951% | 0.00% |
| 10 | MORGAN STANLEY | 88K | $7.9M | +3.9% | 0.831% | 0.00% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 87K | $7.7M | +18.1% | 0.816% | 0.00% |
| 12 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 73K | $6.5M | +26.0% | 0.689% | 0.13% |
| 13 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 72K | $6.4M | +9.0% | 0.679% | 0.00% |
| 14 | MILLENNIUM MANAGEMENT LLC | 67K | $6.0M | -41.3% | 0.635% | 0.00% |
| 15 | STATE STREET CORP | 60K | $5.3M | -11.3% | 0.564% | 0.00% |
| 16 | Arbiter Partners Capital Management LLC | 55K | $4.9M | 0.0% | 0.519% | 3.26% |
| 17 | Empowered Funds, LLC | 46K | $4.1M | +48.6% | 0.434% | 0.03% |
| 18 | TWO SIGMA INVESTMENTS, LP | 41K | $3.6M | +70.6% | 0.383% | 0.00% |
| 19 | VANGUARD FIDUCIARY TRUST CO | 40K | $3.6M | — | 0.381% | 0.00% |
| 20 | D. E. Shaw & Co., Inc. | 38K | $3.4M | -23.9% | 0.360% | 0.00% |
| 21 | GOLDMAN SACHS GROUP INC | 37K | $3.3M | -18.5% | 0.353% | 0.00% |
| 22 | Voleon Capital Management LP | 37K | $3.3M | +59.1% | 0.344% | 0.07% |
| 23 | VANGUARD PORTFOLIO MANAGEMENT LLC | 33K | $3.0M | — | 0.315% | 0.00% |
| 24 | BOOTHBAY FUND MANAGEMENT, LLC | 32K | $2.9M | -0.1% | 0.303% | 0.07% |
| 25 | Man Group plc | 32K | $2.8M | +64.4% | 0.297% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in OPY — a direct measure of their conviction.
Filings activity in OPY during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 116 | +5.5% | 32.62% | +6.87 pp | $358M | +27% |
| Q4 2025 | 110 | +1.9% | 25.75% | 0.18 pp | $282M | 0.7% |
| Q3 2025 | 108 | +14% | 25.93% | +4.04 pp | $284M | +18% |
| Q2 2025 | 95 | +12% | 21.89% | +3.29 pp | $240M | +18% |
| Q1 2025 | 85 | 11% | 18.60% | 1.01 pp | $204M | 5.2% |
| Q4 2024 | 96 | +9.1% | 19.61% | +4.37 pp | $215M | +29% |
| Q3 2024 | 88 | +10% | 15.24% | 150.72 pp | $167M | 91% |
| Q2 2024 | 80 | — | 165.96% | — | $1.82B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying OPY stock.
Based on Q1 2026 13F filings, institutional ownership of Oppenheimer Holdings Inc. stands at 32.6%, held across 116 reporting institutions.
JB CAPITAL PARTNERS LP is the largest reported institutional holder of OPY, with approximately 503,954 shares worth $0.04B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of OPY, including MILLENNIUM MANAGEMENT LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for OPY is 67 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
22 institutions opened new positions in OPY during Q1 2026, while 16 fully exited. 73 added to existing positions and 20 trimmed.
OPY institutional ownership rose by 6.87 percentage points quarter-over-quarter, with a net change of +6 holders.
The top 10 institutions account for 64.5% of all reported 13F value in OPY, and the top 25 account for 83.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Oppenheimer Holdings Inc. (OPY) Institutional Ownership