Oppenheimer Holdings Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| JB CAPITAL PARTNERS LP | 11/14/2025 | 503.95 K | $37.25 M | 0.00% | 4.79% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 493.22 K | $36.46 M | 0.59% | 4.69% |
| VANGUARD GROUP INC | 11/07/2025 | 426.03 K | $31.49 M | 2.49% | 4.05% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 299.21 K | $22.11 M | 17.31% | 2.84% |
| BLACKROCK, INC. | 11/12/2025 | 169.67 K | $12.54 M | 0.94% | 1.61% |
| RBF CAPITAL, LLC | 11/14/2025 | 165.00 K | $12.20 M | 0.00% | 1.57% |
| GREENWICH WEALTH MANAGEMENT LLC | 11/12/2025 | 125.02 K | $9.24 M | -59.10% | 1.19% |
| ROYCE & ASSOCIATES LP | 11/12/2025 | 112.40 K | $8.31 M | 17.97% | 1.07% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 91.35 K | $6.75 M | 119.59% | 0.87% |
| MORGAN STANLEY | 11/14/2025 | 86.57 K | $6.40 M | -3.69% | 0.82% |
| BOSTON PARTNERS | 11/13/2025 | 78.94 K | $5.83 M | 11.67% | 0.75% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 73.25 K | $5.41 M | 36.31% | 0.70% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 72.88 K | $5.39 M | -3.93% | 0.69% |
| JPMORGAN CHASE & CO | 11/26/2025 | 69.44 K | $5.13 M | 54.85% | 0.66% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 68.99 K | $5.10 M | 1.62% | 0.66% |
| ARBITER PARTNERS CAPITAL MANAGEMENT LLC | 11/12/2025 | 55.00 K | $4.06 M | 0.00% | 0.52% |
| MARSHALL WACE, LLP | 11/13/2025 | 46.37 K | $3.43 M | 51.30% | 0.44% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 46.25 K | $3.42 M | -17.37% | 0.44% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 40.50 K | $2.99 M | 94.03% | 0.39% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 40.44 K | $2.99 M | 56.00% | 0.38% |
| TCW GROUP INC | 11/14/2025 | 38.69 K | $2.86 M | -47.24% | 0.37% |
| INVESCO LTD. | 11/13/2025 | 37.66 K | $2.78 M | 100.00% | 0.36% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 34.12 K | $2.52 M | 35.14% | 0.32% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 33.80 K | $2.50 M | 73.33% | 0.32% |
| ALGERT GLOBAL LLC | 11/14/2025 | 33.78 K | $2.50 M | 726.50% | 0.32% |
| PROFIT INVESTMENT MANAGEMENT, LLC | 10/14/2025 | 33.78 K | $2.50 M | -31.62% | 0.32% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 33.00 K | $2.44 M | -25.68% | 0.31% |
| CITADEL ADVISORS LLC | 11/14/2025 | 32.61 K | $2.41 M | 5.47% | 0.31% |
| STATE STREET CORP | 11/14/2025 | 32.17 K | $2.38 M | -3.19% | 0.31% |
| BOOTHBAY FUND MANAGEMENT, LLC | 11/14/2025 | 32.10 K | $2.37 M | 0.00% | 0.31% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 30.16 K | $2.23 M | 0.00% | 0.29% |
| TUDOR INVESTMENT CORP ET AL | 12/09/2025 | 28.81 K | $2.13 M | 0.03% | 0.27% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2025 | 26.66 K | $1.97 M | -13.17% | 0.25% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 11/13/2025 | 26.46 K | $1.96 M | 6.44% | 0.25% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 25.78 K | $1.91 M | 111.68% | 0.25% |
| BOKF, NA | 11/13/2025 | 23.85 K | $1.76 M | 0.00% | 0.23% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 21.70 K | $1.60 M | 95.33% | 0.21% |
| EJF CAPITAL LLC | 11/12/2025 | 20.00 K | $1.48 M | -50.00% | 0.19% |
| BEVERLY HILLS PRIVATE WEALTH, LLC | 11/10/2025 | 19.43 K | $1.44 M | -7.63% | 0.18% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 19.26 K | $1.42 M | 16.84% | 0.18% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 18.63 K | $1.38 M | 34.19% | 0.18% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 17.53 K | $1.29 M | 11.47% | 0.17% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/13/2025 | 16.56 K | $1.22 M | -1.46% | 0.16% |
| POLEN CAPITAL MANAGEMENT LLC | 11/12/2025 | 16.34 K | $1.21 M | -9.11% | 0.16% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 16.18 K | $1.20 M | -30.30% | 0.15% |
| NORTHERN TRUST CORP | 11/14/2025 | 15.84 K | $1.17 M | -7.77% | 0.15% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 15.27 K | $1.13 M | 100.00% | 0.15% |
| MAN GROUP PLC | 11/14/2025 | 14.59 K | $1.08 M | 29.88% | 0.14% |
| Y-INTERCEPT (HONG KONG) LTD | 10/31/2025 | 13.29 K | $982.56 K | 34.85% | 0.13% |
| VOLEON CAPITAL MANAGEMENT LP | 11/14/2025 | 12.93 K | $955.29 K | 100.00% | 0.12% |
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Oppenheimer Holdings Inc. institutional Ownership - FAQ's
During the previous two years, 150 institutional investors and hedge funds held shares of Oppenheimer Holdings Inc.. The most heavily invested institutionals were:
JB CAPITAL PARTNERS LP: 503,954
DIMENSIONAL FUND ADVISORS LP: 493,218
VANGUARD GROUP INC: 426,033
AMERICAN CENTURY COMPANIES INC: 299,211
BlackRock, Inc.: 169,667
RBF Capital, LLC: 165,000
38.33% of Oppenheimer Holdings Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 5.26 M shares in the last 24 months. This purchase volume represents approximately $377.20 M in transactions.