Oppenheimer Holdings Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| JB CAPITAL PARTNERS LP | 05/14/2026 | 503.95 K | $44.95 M | 0.00% | 4.80% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 497.03 K | $44.33 M | 1.51% | 4.73% |
| 05/15/2026 | 391.23 K | $34.89 M | 100.00% | 3.72% | |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 352.79 K | $31.47 M | 10.25% | 3.36% |
| BLACKROCK, INC. | 05/13/2026 | 187.07 K | $16.68 M | 6.16% | 1.78% |
| ROYCE & ASSOCIATES LP | 05/12/2026 | 170.08 K | $15.17 M | 56.19% | 1.62% |
| RBF CAPITAL, LLC | 05/18/2026 | 163.77 K | $14.61 M | 0.00% | 1.56% |
| BOSTON PARTNERS | 05/11/2026 | 131.43 K | $11.72 M | 52.48% | 1.25% |
| GREENWICH WEALTH MANAGEMENT LLC | 05/12/2026 | 100.87 K | $9.00 M | -19.32% | 0.96% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 100.85 K | $8.99 M | -9.07% | 0.96% |
| MORGAN STANLEY | 05/15/2026 | 88.15 K | $7.86 M | 3.92% | 0.84% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 86.56 K | $7.72 M | 18.06% | 0.82% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 73.06 K | $6.52 M | 25.99% | 0.70% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 72.04 K | $6.42 M | 9.04% | 0.69% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 67.33 K | $6.01 M | -41.32% | 0.64% |
| STATE STREET CORP | 05/15/2026 | 59.80 K | $5.33 M | -11.31% | 0.57% |
| ARBITER PARTNERS CAPITAL MANAGEMENT LLC | 05/12/2026 | 55.00 K | $4.91 M | 0.00% | 0.52% |
| JPMORGAN CHASE & CO | 05/13/2026 | 53.82 K | $4.71 M | 5.95% | 0.51% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 46.07 K | $4.11 M | 48.63% | 0.44% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 40.63 K | $3.62 M | 70.62% | 0.39% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 40.44 K | $3.61 M | 100.00% | 0.39% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 38.20 K | $3.41 M | -23.89% | 0.36% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 37.49 K | $3.34 M | -18.52% | 0.36% |
| ALGERT GLOBAL LLC | 05/14/2026 | 36.82 K | $3.28 M | 4.99% | 0.35% |
| VOLEON CAPITAL MANAGEMENT LP | 05/15/2026 | 36.52 K | $3.26 M | 59.06% | 0.35% |
| 05/08/2026 | 33.39 K | $2.98 M | 100.00% | 0.32% | |
| BOOTHBAY FUND MANAGEMENT, LLC | 05/15/2026 | 32.20 K | $2.87 M | -0.07% | 0.31% |
| MAN GROUP PLC | 05/15/2026 | 31.54 K | $2.81 M | 64.44% | 0.30% |
| NEUBERGER BERMAN GROUP LLC | 05/14/2026 | 29.53 K | $2.63 M | -2.40% | 0.28% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 27.59 K | $2.46 M | 31.77% | 0.26% |
| POLEN CAPITAL MANAGEMENT LLC | 05/14/2026 | 26.95 K | $2.40 M | 64.93% | 0.26% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 26.37 K | $2.35 M | -14.43% | 0.25% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 25.92 K | $2.31 M | 100.00% | 0.25% |
| FISHER ASSET MANAGEMENT, LLC | 05/05/2026 | 25.29 K | $2.26 M | 0.00% | 0.24% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 25.25 K | $2.25 M | -19.06% | 0.24% |
| BOKF, NA | 05/08/2026 | 23.85 K | $2.13 M | 0.00% | 0.23% |
| INVESCO LTD. | 05/12/2026 | 22.93 K | $2.05 M | 258.99% | 0.22% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 22.80 K | $2.03 M | 1.79% | 0.22% |
| BEVERLY HILLS PRIVATE WEALTH, LLC | 05/04/2026 | 22.67 K | $2.02 M | 12.02% | 0.22% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 20.25 K | $1.81 M | 2.20% | 0.19% |
| CITADEL ADVISORS LLC | 05/15/2026 | 20.01 K | $1.78 M | -5.36% | 0.19% |
| EJF CAPITAL LLC | 05/13/2026 | 20.00 K | $1.78 M | 0.00% | 0.19% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 18.89 K | $1.68 M | 9.90% | 0.18% |
| FMR LLC | 05/15/2026 | 18.36 K | $1.64 M | 17.68% | 0.17% |
| LAZARD ASSET MANAGEMENT LLC | 05/15/2026 | 17.83 K | $1.59 M | 100.00% | 0.17% |
| NORTHERN TRUST CORP | 05/14/2026 | 17.36 K | $1.55 M | 3.55% | 0.17% |
| ROUND ROCK ADVISORS, LLC | 05/15/2026 | 14.61 K | $1.30 M | 0.45% | 0.14% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 14.37 K | $1.28 M | -8.63% | 0.14% |
| TCW GROUP INC | 05/14/2026 | 13.67 K | $1.22 M | -64.67% | 0.13% |
| JANE STREET GROUP, LLC | 05/12/2026 | 13.50 K | $1.20 M | 100.00% | 0.13% |
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Oppenheimer Holdings Inc institutional Ownership - FAQ's
During the previous two years, 159 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: 497,033
AMERICAN CENTURY COMPANIES INC: 352,787
BlackRock, Inc.: 187,066
ROYCE & ASSOCIATES LP: 170,079
RBF Capital, LLC: 163,771
40.33% of Oppenheimer Holdings Inc stock is owned by institutional investors.
Institutional investors have bought a total of 5.51 M shares in the last 24 months. This purchase volume represents approximately $458.34 M in transactions.