Oppenheimer Holdings Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| JB CAPITAL PARTNERS LP | 02/13/2026 | 503.95 K | $36.43 M | 0.00% | 4.80% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 489.65 K | $35.40 M | -0.72% | 4.66% |
| VANGUARD GROUP INC | 01/29/2026 | 437.94 K | $31.66 M | 2.80% | 4.17% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 319.99 K | $23.13 M | 6.94% | 3.05% |
| BLACKROCK, INC. | 02/12/2026 | 176.21 K | $12.74 M | 3.86% | 1.68% |
| RBF CAPITAL, LLC | 02/17/2026 | 163.77 K | $11.84 M | -0.74% | 1.56% |
| GREENWICH WEALTH MANAGEMENT LLC | 02/10/2026 | 125.02 K | $9.04 M | 0.00% | 1.19% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 114.74 K | $8.29 M | 56.63% | 1.09% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 110.91 K | $8.02 M | 21.41% | 1.06% |
| ROYCE & ASSOCIATES LP | 02/09/2026 | 108.89 K | $7.87 M | -3.12% | 1.04% |
| BOSTON PARTNERS | 02/13/2026 | 86.20 K | $6.23 M | 9.19% | 0.82% |
| MORGAN STANLEY | 02/13/2026 | 84.82 K | $6.13 M | -2.02% | 0.81% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 73.32 K | $5.30 M | 6.29% | 0.70% |
| STATE STREET CORP | 02/13/2026 | 67.42 K | $4.94 M | 109.57% | 0.64% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 66.06 K | $4.78 M | -9.36% | 0.63% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 57.99 K | $4.19 M | 25.37% | 0.55% |
| ARBITER PARTNERS CAPITAL MANAGEMENT LLC | 02/12/2026 | 55.00 K | $3.98 M | 0.00% | 0.52% |
| JPMORGAN CHASE & CO | 02/11/2026 | 50.80 K | $3.67 M | -26.84% | 0.48% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 50.19 K | $3.63 M | 24.09% | 0.48% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 46.01 K | $3.33 M | 13.60% | 0.44% |
| TCW GROUP INC | 02/17/2026 | 38.69 K | $2.80 M | 0.00% | 0.37% |
| ALGERT GLOBAL LLC | 02/17/2026 | 35.07 K | $2.54 M | 3.82% | 0.33% |
| BOOTHBAY FUND MANAGEMENT, LLC | 02/17/2026 | 32.22 K | $2.33 M | 0.37% | 0.31% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 31.19 K | $2.25 M | 20.99% | 0.30% |
| EMPOWERED FUNDS, LLC | 02/11/2026 | 30.99 K | $2.24 M | 60.94% | 0.30% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 30.82 K | $2.23 M | -9.67% | 0.29% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 30.26 K | $2.19 M | 0.33% | 0.29% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 29.50 K | $2.13 M | -10.61% | 0.28% |
| TUDOR INVESTMENT CORP ET AL | 02/17/2026 | 27.75 K | $2.01 M | -3.68% | 0.26% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 02/11/2026 | 25.56 K | $1.85 M | -3.40% | 0.24% |
| FISHER ASSET MANAGEMENT, LLC | 02/09/2026 | 25.29 K | $1.83 M | -5.17% | 0.24% |
| BOKF, NA | 02/03/2026 | 23.85 K | $1.72 M | 0.00% | 0.23% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 23.81 K | $1.72 M | 47.16% | 0.23% |
| VOLEON CAPITAL MANAGEMENT LP | 02/17/2026 | 22.96 K | $1.66 M | 77.65% | 0.22% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 22.40 K | $1.62 M | -33.73% | 0.21% |
| CITADEL ADVISORS LLC | 02/17/2026 | 21.15 K | $1.53 M | -35.16% | 0.20% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 20.94 K | $1.51 M | -3.52% | 0.20% |
| BEVERLY HILLS PRIVATE WEALTH, LLC | 02/17/2026 | 20.23 K | $1.46 M | 4.12% | 0.19% |
| EJF CAPITAL LLC | 02/17/2026 | 20.00 K | $1.45 M | 0.00% | 0.19% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 19.81 K | $1.43 M | 6.33% | 0.19% |
| Y-INTERCEPT (HONG KONG) LTD | 02/13/2026 | 19.78 K | $1.43 M | 48.82% | 0.19% |
| MAN GROUP PLC | 02/17/2026 | 19.18 K | $1.39 M | 31.49% | 0.18% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 17.19 K | $1.24 M | 47.09% | 0.16% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 17.11 K | $1.24 M | 12.05% | 0.16% |
| MARSHALL WACE, LLP | 02/13/2026 | 16.80 K | $1.21 M | -63.78% | 0.16% |
| NORTHERN TRUST CORP | 02/17/2026 | 16.76 K | $1.21 M | 5.83% | 0.16% |
| POLEN CAPITAL MANAGEMENT LLC | 02/12/2026 | 16.34 K | $1.18 M | 0.00% | 0.16% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 15.72 K | $1.14 M | -10.30% | 0.15% |
| FMR LLC | 02/17/2026 | 15.60 K | $1.13 M | 24.49% | 0.15% |
| ROUND ROCK ADVISORS, LLC | 01/27/2026 | 14.54 K | $1.05 M | 62.92% | 0.14% |
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Oppenheimer Holdings Inc institutional Ownership - FAQ's
During the previous two years, 154 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: 489,649
VANGUARD GROUP INC: 437,943
AMERICAN CENTURY COMPANIES INC: 319,990
BlackRock, Inc.: 176,211
RBF Capital, LLC: 163,771
38.92% of Oppenheimer Holdings Inc stock is owned by institutional investors.
Institutional investors have bought a total of 5.29 M shares in the last 24 months. This purchase volume represents approximately $456.14 M in transactions.