OPYOppenheimer Holdings Inc.

$115.85

Who owns OPY

116 institutions reported holding OPY for 2026Q1, together 40% of the company, more than the 109 a quarter earlier.

116

Institutions reporting a position · as of 2026Q1 · up from 109 the quarter before

Shares held by institutions
4.2M

Shares held by institutions · 40% of the company · long US equity positions only, as reported on Form 13F

Reported value
$377M

Reported value · at 2026-03-31 prices, not today's

Top 5 holders
19%

Top 5 holders · of the whole company, between five filers

Details
Reporting quarter2026-03-31
2026Q1
Quarters on record
52
New positions
18
Positions exited
15
Added to
39
Reduced
30
Top 10 holdersof the company
25%
Institutional ownership by quarter, 2013Q2 to 2026Q1
QuarterFilersSharesReported value
2026Q11164.2M$377M
2025Q41094.1M$294M
2025Q31094.0M$298M
2025Q2984.0M$262M
2025Q1853.8M$225M
2024Q4953.7M$237M
2024Q3883.6M$186M
2024Q2793.4M$165M
2024Q1703.3M$133M
2023Q4763.4M$141M
2023Q3743.4M$130M
2023Q2883.9M$156M
2023Q1854.2M$164M
2022Q4794.1M$175M
2022Q3794.5M$139M
2022Q2864.8M$159M
Largest reported holders, 2026Q1
HolderShares% of companyValue
JB CAPITAL PARTNERS LP0.5M4.7%$45M
DIMENSIONAL FUND ADVISORS LP0.5M4.7%$44M
VANGUARD GROUP INC0.5M4.4%$42M
AMERICAN CENTURY COMPANIES INC0.4M3.3%$31M
BlackRock Inc.0.2M1.8%$17M
ROYCE & ASSOCIATES LP0.2M1.6%$15M
RBF Capital, LLC0.2M1.5%$15M
Robeco Investment Management, Inc.0.1M1.2%$12M
Greenwich Wealth Management LLC0.1M0.95%$9.0M
Charles Schwab Trust Co0.1M0.95%$9.0M

SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.

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