Oppenheimer Holdings Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| JB CAPITAL PARTNERS LP | 02/13/2025 | 503.95 K | $32.30 M | 0.00% | 4.88% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 495.92 K | $31.78 M | -2.31% | 4.80% |
| VANGUARD GROUP INC | 02/11/2025 | 385.77 K | $24.72 M | 5.74% | 3.73% |
| GREENWICH WEALTH MANAGEMENT LLC | 02/10/2025 | 305.70 K | $19.59 M | 0.00% | 2.96% |
| AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 193.96 K | $12.43 M | 15.95% | 1.88% |
| BLACKROCK, INC. | 02/07/2025 | 167.66 K | $10.75 M | -6.06% | 1.62% |
| RBF CAPITAL, LLC | 02/14/2025 | 165.00 K | $10.57 M | -1.08% | 1.60% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/12/2025 | 90.57 K | $5.80 M | 3.57% | 0.88% |
| MORGAN STANLEY | 02/14/2025 | 81.39 K | $5.22 M | -3.25% | 0.79% |
| TCW GROUP INC | 02/04/2025 | 79.30 K | $5.08 M | 3.52% | 0.77% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 74.00 K | $4.74 M | -10.17% | 0.72% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 64.81 K | $4.16 M | -1.75% | 0.63% |
| TWO SIGMA ADVISERS, LP | 02/14/2025 | 60.00 K | $3.85 M | -2.28% | 0.58% |
| ARBITER PARTNERS CAPITAL MANAGEMENT LLC | 02/13/2025 | 49.68 K | $3.18 M | 116.96% | 0.48% |
| PROFIT INVESTMENT MANAGEMENT, LLC | 01/15/2025 | 49.39 K | $3.17 M | 5.21% | 0.48% |
| TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 42.98 K | $2.75 M | -25.08% | 0.42% |
| EJF CAPITAL LLC | 02/14/2025 | 40.00 K | $2.56 M | 0.00% | 0.39% |
| ROYCE & ASSOCIATES LP | 02/10/2025 | 37.50 K | $2.40 M | 100.00% | 0.36% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 36.63 K | $2.35 M | -7.09% | 0.35% |
| STATE STREET CORP | 02/14/2025 | 35.39 K | $2.27 M | 8.56% | 0.34% |
| EMPOWERED FUNDS, LLC | 01/28/2025 | 34.51 K | $2.21 M | 4.93% | 0.33% |
| D. E. SHAW & CO., INC. | 02/14/2025 | 33.84 K | $2.17 M | 44.28% | 0.33% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2025 | 32.35 K | $2.07 M | 203.76% | 0.31% |
| FISHER ASSET MANAGEMENT, LLC | 02/05/2025 | 30.71 K | $1.97 M | 0.00% | 0.30% |
| BEVERLY HILLS PRIVATE WEALTH, LLC | 02/14/2025 | 27.27 K | $1.75 M | 3.28% | 0.26% |
| BOOTHBAY FUND MANAGEMENT, LLC | 02/14/2025 | 26.78 K | $1.72 M | 100.00% | 0.26% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 02/12/2025 | 26.77 K | $1.72 M | -3.60% | 0.26% |
| VICTORY CAPITAL MANAGEMENT INC | 02/06/2025 | 25.05 K | $1.61 M | 0.00% | 0.24% |
| ACADIAN ASSET MANAGEMENT LLC | 02/11/2025 | 24.37 K | $1.56 M | 99.92% | 0.24% |
| BOKF, NA | 02/14/2025 | 23.85 K | $1.49 M | 0.00% | 0.23% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 23.80 K | $1.53 M | -51.53% | 0.23% |
| BANK OF AMERICA CORP /DE/ | 02/14/2025 | 23.53 K | $1.51 M | 15.43% | 0.23% |
| TUDOR INVESTMENT CORP ET AL | 02/14/2025 | 22.83 K | $1.46 M | 3.74% | 0.22% |
| OPTIONS SOLUTIONS, LLC | 02/14/2025 | 19.88 K | $1.27 M | 235.58% | 0.19% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2025 | 19.65 K | $1.26 M | 74.04% | 0.19% |
| JPMORGAN CHASE & CO | 02/12/2025 | 18.94 K | $1.21 M | 10.42% | 0.18% |
| FIRST TRUST ADVISORS LP | 02/13/2025 | 18.73 K | $1.20 M | -10.96% | 0.18% |
| NORTHERN TRUST CORP | 02/14/2025 | 17.07 K | $1.09 M | 9.39% | 0.17% |
| EAM INVESTORS, LLC | 02/13/2025 | 16.84 K | $1.08 M | 100.00% | 0.16% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/12/2025 | 16.16 K | $1.04 M | 37.25% | 0.16% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 02/14/2025 | 16.00 K | $1.03 M | 0.00% | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 13.90 K | $890.85 K | 20.87% | 0.13% |
| FMR LLC | 02/13/2025 | 13.24 K | $848.71 K | 9.65% | 0.13% |
| BOSTON PARTNERS | 02/11/2025 | 12.83 K | $822.47 K | 100.00% | 0.12% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 12.42 K | $796.23 K | -55.21% | 0.12% |
| NORTHCREST ASSET MANANGEMENT, LLC | 03/17/2025 | 11.95 K | $765.88 K | 0.00% | 0.12% |
| ROYAL BANK OF CANADA | 02/14/2025 | 10.87 K | $696.00 K | 0.93% | 0.11% |
| WALLEYE CAPITAL LLC | 02/13/2025 | 9.43 K | $604.11 K | 100.00% | 0.09% |
| PDT PARTNERS, LLC | 02/14/2025 | 9.08 K | $581.81 K | 0.00% | 0.09% |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 02/14/2025 | 8.94 K | $573.16 K | -2.36% | 0.09% |
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Oppenheimer Holdings Inc. institutional Ownership - FAQ's
During the previous two years, 115 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: 495,916
VANGUARD GROUP INC: 385,769
Greenwich Wealth Management LLC: 305,703
AMERICAN CENTURY COMPANIES INC: 193,956
RBF Capital, LLC: 165,000
35.77% of Oppenheimer Holdings Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 4.59 M shares in the last 24 months. This purchase volume represents approximately $280.82 M in transactions.