Oppenheimer Holdings Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 520.33 K | $54.91 M | 4.69% | 4.86% |
| JB CAPITAL PARTNERS LP | 08/11/2026 | 503.95 K | $53.19 M | 0.00% | 4.71% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 391.98 K | $41.37 M | 11.11% | 3.66% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 384.35 K | $40.56 M | -1.76% | 3.59% |
| BLACKROCK, INC. | 08/07/2026 | 203.46 K | $21.47 M | 8.77% | 1.90% |
| ROYCE & ASSOCIATES LP | 08/14/2026 | 170.08 K | $17.95 M | 0.00% | 1.59% |
| RBF CAPITAL, LLC | 08/14/2026 | 163.77 K | $17.28 M | 0.00% | 1.53% |
| BOSTON PARTNERS | 08/04/2026 | 158.38 K | $16.71 M | 20.50% | 1.48% |
| MORGAN STANLEY | 08/13/2026 | 106.92 K | $11.28 M | 21.30% | 1.00% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 92.03 K | $9.72 M | 6.31% | 0.86% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 86.32 K | $9.11 M | -14.41% | 0.81% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 86.32 K | $9.11 M | 100.00% | 0.81% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 76.55 K | $8.08 M | 4.77% | 0.71% |
| STATE STREET CORP | 08/07/2026 | 75.73 K | $7.99 M | 26.65% | 0.71% |
| ALGERT GLOBAL LLC | 08/13/2026 | 74.15 K | $7.83 M | 101.38% | 0.69% |
| ARBITER PARTNERS CAPITAL MANAGEMENT LLC | 09/15/2026 | 66.60 K | $7.03 M | 21.09% | 0.63% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 62.61 K | $6.61 M | 54.08% | 0.58% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 56.69 K | $5.98 M | -21.30% | 0.53% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 56.40 K | $5.95 M | -16.24% | 0.53% |
| JPMORGAN CHASE & CO | 08/12/2026 | 56.40 K | $5.88 M | 4.78% | 0.53% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 49.55 K | $5.23 M | 7.57% | 0.46% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 48.06 K | $5.07 M | 74.19% | 0.45% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 46.43 K | $4.90 M | 39.03% | 0.43% |
| VOLEON CAPITAL MANAGEMENT LP | 08/14/2026 | 44.66 K | $4.71 M | 22.28% | 0.42% |
| BOOTHBAY FUND MANAGEMENT, LLC | 08/14/2026 | 43.74 K | $4.62 M | 35.85% | 0.41% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 41.17 K | $4.35 M | 1.81% | 0.38% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 40.24 K | $4.25 M | 7.34% | 0.38% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 37.24 K | $3.93 M | 47.50% | 0.35% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 35.30 K | $3.73 M | 54.82% | 0.33% |
| CREDIT AGRICOLE S A | 08/14/2026 | 32.00 K | $3.38 M | 100.00% | 0.30% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2026 | 27.63 K | $2.92 M | -6.43% | 0.26% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 27.02 K | $2.85 M | 4.24% | 0.25% |
| POLEN CAPITAL MANAGEMENT LLC | 08/04/2026 | 26.83 K | $2.83 M | -0.45% | 0.25% |
| JANE STREET GROUP, LLC | 08/14/2026 | 26.33 K | $2.78 M | 95.04% | 0.25% |
| XTX TOPCO LTD | 08/14/2026 | 24.87 K | $2.63 M | 145.83% | 0.23% |
| CITADEL ADVISORS LLC | 09/02/2026 | 24.35 K | $2.57 M | 21.68% | 0.23% |
| FISHER ASSET MANAGEMENT, LLC | 08/04/2026 | 24.07 K | $2.54 M | -4.81% | 0.22% |
| MAN GROUP PLC | 08/14/2026 | 24.04 K | $2.54 M | -23.79% | 0.22% |
| BOKF, NA | 08/10/2026 | 23.85 K | $2.52 M | 0.00% | 0.22% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 21.21 K | $2.24 M | -19.56% | 0.20% |
| BEVERLY HILLS PRIVATE WEALTH, LLC | 08/07/2026 | 20.93 K | $2.21 M | -7.65% | 0.20% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2026 | 20.93 K | $2.21 M | 17.40% | 0.20% |
| FMR LLC | 08/13/2026 | 20.17 K | $2.13 M | 9.86% | 0.19% |
| EJF CAPITAL LLC | 08/13/2026 | 20.00 K | $2.11 M | 0.00% | 0.19% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 19.75 K | $2.08 M | -2.48% | 0.18% |
| NORTHERN TRUST CORP | 08/13/2026 | 19.51 K | $2.06 M | 12.40% | 0.18% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 18.35 K | $1.94 M | 100.00% | 0.17% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 17.98 K | $1.90 M | -4.81% | 0.17% |
| ROUND ROCK ADVISORS, LLC | 08/12/2026 | 14.61 K | $1.54 M | 0.00% | 0.14% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 13.76 K | $1.45 M | 14.89% | 0.13% |
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Oppenheimer Holdings Inc institutional Ownership - FAQ's
During the previous two years, 181 institutional investors and hedge funds held shares of Oppenheimer Holdings Inc. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 520,326
JB CAPITAL PARTNERS LP: 503,954
AMERICAN CENTURY COMPANIES INC: 391,977
VANGUARD CAPITAL MANAGEMENT LLC: 384,352
BlackRock, Inc.: 203,463
ROYCE & ASSOCIATES LP: 170,076
41.94% of Oppenheimer Holdings Inc stock is owned by institutional investors.
Institutional investors have bought a total of 6.20 M shares in the last 24 months. This purchase volume represents approximately $515.59 M in transactions.