Oppenheimer Holdings Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
JB CAPITAL PARTNERS LP | 05/14/2025 | 503.95 K | $29.96 M | 0.00% | 4.82% |
DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 488.70 K | $29.14 M | -1.45% | 4.67% |
VANGUARD GROUP INC | 05/09/2025 | 391.44 K | $23.34 M | 1.47% | 3.74% |
GREENWICH WEALTH MANAGEMENT LLC | 05/12/2025 | 305.70 K | $18.23 M | 0.00% | 2.92% |
AMERICAN CENTURY COMPANIES INC | 05/13/2025 | 227.39 K | $13.56 M | 17.24% | 2.17% |
BLACKROCK, INC. | 05/02/2025 | 167.14 K | $9.97 M | -0.31% | 1.60% |
RBF CAPITAL, LLC | 05/15/2025 | 165.00 K | $9.84 M | 0.00% | 1.58% |
ROYCE & ASSOCIATES LP | 05/06/2025 | 80.55 K | $4.80 M | 114.80% | 0.77% |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2025 | 77.13 K | $4.60 M | -14.84% | 0.74% |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2025 | 75.84 K | $4.52 M | 2.48% | 0.72% |
TCW GROUP INC | 05/07/2025 | 75.33 K | $4.49 M | -5.00% | 0.72% |
BOSTON PARTNERS | 05/13/2025 | 71.57 K | $4.27 M | 457.69% | 0.68% |
GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 67.67 K | $4.04 M | 4.41% | 0.65% |
MORGAN STANLEY | 05/15/2025 | 65.56 K | $3.91 M | -19.45% | 0.63% |
TWO SIGMA ADVISERS, LP | 05/15/2025 | 57.50 K | $3.43 M | -4.17% | 0.55% |
ARBITER PARTNERS CAPITAL MANAGEMENT LLC | 05/13/2025 | 55.00 K | $3.28 M | 10.70% | 0.53% |
PROFIT INVESTMENT MANAGEMENT, LLC | 04/09/2025 | 49.39 K | $2.95 M | 0.00% | 0.47% |
INVESCO LTD. | 05/12/2025 | 41.60 K | $2.48 M | 864.66% | 0.40% |
EJF CAPITAL LLC | 05/15/2025 | 40.00 K | $2.39 M | 0.00% | 0.38% |
EMPOWERED FUNDS, LLC | 05/16/2025 | 36.35 K | $2.17 M | 5.32% | 0.35% |
TWO SIGMA INVESTMENTS, LP | 05/15/2025 | 34.06 K | $2.03 M | -20.75% | 0.33% |
D. E. SHAW & CO., INC. | 05/15/2025 | 32.74 K | $1.95 M | -3.26% | 0.31% |
NEUBERGER BERMAN GROUP LLC | 05/13/2025 | 32.16 K | $1.92 M | -0.60% | 0.31% |
BOOTHBAY FUND MANAGEMENT, LLC | 05/15/2025 | 32.10 K | $1.91 M | 19.85% | 0.31% |
STATE STREET CORP | 05/15/2025 | 30.84 K | $1.84 M | -12.87% | 0.29% |
FISHER ASSET MANAGEMENT, LLC | 05/14/2025 | 30.71 K | $1.83 M | 0.00% | 0.29% |
BEVERLY HILLS PRIVATE WEALTH, LLC | 04/30/2025 | 29.03 K | $1.73 M | 6.45% | 0.28% |
MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 26.42 K | $1.58 M | -27.87% | 0.25% |
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 05/13/2025 | 25.76 K | $1.54 M | -3.79% | 0.25% |
VICTORY CAPITAL MANAGEMENT INC | 05/02/2025 | 25.05 K | $1.49 M | 0.00% | 0.24% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 23.87 K | $1.42 M | 581.89% | 0.23% |
BOKF, NA | 05/13/2025 | 23.85 K | $1.42 M | 0.00% | 0.23% |
BANK OF AMERICA CORP /DE/ | 05/15/2025 | 22.81 K | $1.36 M | -3.06% | 0.22% |
ACADIAN ASSET MANAGEMENT LLC | 05/21/2025 | 22.56 K | $1.34 M | -7.46% | 0.22% |
RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 21.10 K | $1.26 M | -11.34% | 0.20% |
TUDOR INVESTMENT CORP ET AL | 05/15/2025 | 20.86 K | $1.24 M | -8.63% | 0.20% |
FIRST TRUST ADVISORS LP | 05/14/2025 | 18.41 K | $1.10 M | -1.71% | 0.18% |
JPMORGAN CHASE & CO | 05/12/2025 | 18.20 K | $1.09 M | -3.91% | 0.17% |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 05/13/2025 | 17.06 K | $1.02 M | 5.54% | 0.16% |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/12/2025 | 16.28 K | $970.66 K | -17.16% | 0.16% |
OPTIONS SOLUTIONS, LLC | 05/15/2025 | 16.20 K | $966.01 K | -18.52% | 0.15% |
PRELUDE CAPITAL MANAGEMENT, LLC | 05/15/2025 | 16.00 K | $954.08 K | 0.00% | 0.15% |
NORTHERN TRUST CORP | 05/13/2025 | 15.89 K | $947.46 K | -6.93% | 0.15% |
FMR LLC | 05/12/2025 | 12.74 K | $759.76 K | -3.79% | 0.12% |
CITADEL ADVISORS LLC | 05/15/2025 | 12.22 K | $728.56 K | 81.11% | 0.12% |
BANK OF NEW YORK MELLON CORP | 04/29/2025 | 12.07 K | $719.77 K | -2.84% | 0.12% |
NORTHCREST ASSET MANANGEMENT, LLC | 04/16/2025 | 11.95 K | $712.58 K | 0.00% | 0.11% |
ROYAL BANK OF CANADA | 05/15/2025 | 10.17 K | $606.00 K | -6.44% | 0.10% |
EAM INVESTORS, LLC | 05/13/2025 | 9.70 K | $578.11 K | -42.44% | 0.09% |
PDT PARTNERS, LLC | 05/15/2025 | 9.05 K | $539.53 K | -0.33% | 0.09% |
Oppenheimer Holdings Inc. institutional Ownership - FAQ's
During the previous two years, 126 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: 488,704
VANGUARD GROUP INC: 391,435
Greenwich Wealth Management LLC: 305,703
AMERICAN CENTURY COMPANIES INC: 227,389
BlackRock, Inc.: 167,137
36.08% of Oppenheimer Holdings Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 4.97 M shares in the last 24 months. This purchase volume represents approximately $336.74 M in transactions.