Who owns Oppenheimer Holdings Inc. (OPY)
Which tracked institutional funds hold OPY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OPY company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on OPY is one-sided between 2025-Q4 and 2026-Q1: 49 added or opened and 11 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OPY’s largest tracked holder by dollar value, JB CAPITAL PARTNERS LP, sizes it at 7.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OPY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 118 tracked filers holding OPY, 63 increased or opened the position and 47 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OPY between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 8
- VANGUARD CAPITAL MANAGEMENT LLC$35M
- VANGUARD FIDUCIARY TRUST CO$4M
- VANGUARD PORTFOLIO MANAGEMENT LLC$3M
- FRANKLIN RESOURCES INC$2M
- LAZARD ASSET MANAGEMENT LLC$2M
- JANE STREET GROUP, LLC$1M
Full exits 6
- VANGUARD GROUP INC$29M
- TWO SIGMA ADVISERS, LP$2M
- Brandywine Global Investment Management, LLC$2M
- Y-Intercept (Hong Kong) Ltd$1M
- MARSHALL WACE, LLP$1M
- AlphaQuest LLC$652K
Largest adds
- DIMENSIONAL FUND ADVISORS LP$9M
- JB CAPITAL PARTNERS LP$9M
- AMERICAN CENTURY COMPANIES INC$8M
- ROYCE & ASSOCIATES LP$7M
- Boston Partners$5M
- BlackRock, Inc.$4M
Largest trims
- MILLENNIUM MANAGEMENT LLC$2M
- TCW GROUP INC$2M
- TUDOR INVESTMENT CORP ET AL$878K
- HRT FINANCIAL LP$691K
- Jump Financial, LLC$292K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JB CAPITAL PARTNERS LP | 503,954 | $45M | 10.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 497,033 | $44M | 10.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 391,233 | $35M | 8.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 352,787 | $31M | 7.5% | 2026-Q1 |
| BlackRock, Inc. added | 187,066 | $17M | 4.0% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 170,079 | $15M | 3.6% | 2026-Q1 |
| RBF Capital, LLC | 163,771 | $15M | 3.5% | 2026-Q1 |
| Boston Partners added | 131,434 | $12M | 2.8% | 2026-Q1 |
| Greenwich Wealth Management LLC trimmed | 100,872 | $9M | 2.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 100,852 | $9M | 2.1% | 2026-Q1 |
| MORGAN STANLEY added | 88,145 | $8M | 1.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 86,564 | $8M | 1.8% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 73,059 | $7M | 1.6% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 72,035 | $6M | 1.5% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 67,333 | $6M | 1.4% | 2026-Q1 |
| STATE STREET CORP trimmed | 59,798 | $5M | 1.3% | 2026-Q1 |
| Arbiter Partners Capital Management LLC | 54,999 | $5M | 1.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 53,824 | $5M | 1.1% | 2026-Q1 |
| Empowered Funds, LLC added | 46,066 | $4M | 1.0% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 40,631 | $4M | 0.9% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 40,443 | $4M | 0.9% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 38,200 | $3M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 37,487 | $3M | 0.8% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 36,819 | $3M | 0.8% | 2026-Q1 |
| Voleon Capital Management LP added | 36,522 | $3M | 0.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 33,394 | $3M | 0.7% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 32,198 | $3M | 0.7% | 2026-Q1 |
| Man Group plc added | 31,544 | $3M | 0.7% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 29,530 | $3M | 0.6% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 27,591 | $2M | 0.6% | 2026-Q1 |
| POLEN CAPITAL MANAGEMENT LLC added | 26,954 | $2M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 26,372 | $2M | 0.6% | 2026-Q1 |
| FRANKLIN RESOURCES INC new | 25,918 | $2M | 0.6% | 2026-Q1 |
| Fisher Asset Management, LLC | 25,286 | $2M | 0.5% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 25,248 | $2M | 0.5% | 2026-Q1 |
| BOKF, NA | 23,850 | $2M | 0.5% | 2026-Q1 |
| Invesco Ltd. added | 22,932 | $2M | 0.5% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 22,800 | $2M | 0.5% | 2026-Q1 |
| Beverly Hills Private Wealth, LLC added | 22,667 | $2M | 0.5% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 20,248 | $2M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 20,013 | $2M | 0.4% | 2026-Q1 |
| EJF Capital LP | 20,000 | $2M | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp added | 18,886 | $2M | 0.4% | 2026-Q1 |
| FMR LLC added | 18,356 | $2M | 0.4% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 17,826 | $2M | 0.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 17,356 | $2M | 0.4% | 2026-Q1 |
| Round Rock Advisors LLC added | 14,605 | $1M | 0.3% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 14,365 | $1M | 0.3% | 2026-Q1 |
| TCW GROUP INC trimmed | 13,669 | $1M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 13,502 | $1M | 0.3% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 12,643 | $1M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 12,532 | $1M | 0.3% | 2026-Q1 |
| Trexquant Investment LP added | 12,486 | $1M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 11,978 | $1M | 0.3% | 2026-Q1 |
| NorthCrest Asset Manangement, LLC | 11,350 | $1M | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 10,118 | $902K | 0.2% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | 10,000 | $892K | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 9,960 | $888K | 0.2% | 2026-Q1 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 8,941 | $797K | 0.2% | 2026-Q1 |
| Quadrature Capital Ltd added | 8,083 | $721K | 0.2% | 2026-Q1 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 8,000 | $714K | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | 7,000 | $624K | 0.1% | 2026-Q1 |
| Penn Capital Management Company, LLC trimmed | 6,845 | $611K | 0.1% | 2026-Q1 |
| Brevan Howard Capital Management LP added | 6,435 | $574K | 0.1% | 2026-Q1 |
| ALPS ADVISORS INC trimmed | 6,000 | $535K | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 5,778 | $515K | 0.1% | 2026-Q1 |
| Inspire Investing, LLC trimmed | 5,768 | $514K | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 5,624 | $502K | 0.1% | 2026-Q1 |
| Aquatic Capital Management LLC added | 4,975 | $444K | 0.1% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC | 4,342 | $387K | 0.1% | 2026-Q1 |
| DGS Capital Management, LLC added | 3,681 | $328K | 0.1% | 2026-Q1 |
| Jump Financial, LLC trimmed | 3,565 | $318K | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 3,540 | $316K | 0.1% | 2026-Q1 |
| Virtu Financial LLC trimmed | 3,526 | $314K | 0.1% | 2026-Q1 |
| Verdad Advisers, LP new | 3,421 | $305K | 0.1% | 2026-Q1 |
| NORGES BANK | 5,100 | $304K | 0.1% | 2026-Q1 |
| VARCOV Co. new | 3,384 | $302K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 3,298 | $294K | 0.1% | 2026-Q1 |
| Engineers Gate Manager LP trimmed | 3,250 | $290K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP | 3,000 | $268K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 396,813 | $29M | 6.8% | 2025-Q4 stale |
| Profit Investment Management, LLC trimmed | 33,778 | $2M | 0.6% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP trimmed | 29,500 | $2M | 0.5% | 2025-Q4 stale |
| Brandywine Global Investment Management, LLC trimmed | 25,558 | $2M | 0.4% | 2025-Q4 stale |
| Y-Intercept (Hong Kong) Ltd added | 19,784 | $1M | 0.3% | 2025-Q4 stale |
| FIRST TRUST ADVISORS LP added | 19,521 | $1M | 0.3% | 2025-Q2 stale |
| MARSHALL WACE, LLP trimmed | 16,795 | $1M | 0.3% | 2025-Q4 stale |
| BOSUN ASSET MANAGEMENT, LLC added | 17,982 | $1M | 0.3% | 2025-Q2 stale |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 11,020 | $814K | 0.2% | 2025-Q3 stale |
| AlphaQuest LLC added | 9,024 | $652K | 0.2% | 2025-Q4 stale |
| Informed Momentum Co LLC trimmed | 9,695 | $578K | 0.1% | 2025-Q1 stale |
| Verition Fund Management LLC trimmed | 6,347 | $459K | 0.1% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC trimmed | 6,040 | $446K | 0.1% | 2025-Q3 stale |
| Campbell & CO Investment Adviser LLC trimmed | 6,847 | $408K | 0.1% | 2025-Q1 stale |
| MACKENZIE FINANCIAL CORP trimmed | 5,240 | $345K | 0.1% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 4,705 | $340K | 0.1% | 2025-Q4 stale |
| PDT Partners, LLC trimmed | 4,583 | $339K | 0.1% | 2025-Q3 stale |
| OCCUDO QUANTITATIVE STRATEGIES LP trimmed | 4,239 | $313K | 0.1% | 2025-Q3 stale |
| State of Wyoming added | 5,109 | $305K | 0.1% | 2025-Q1 stale |
| KLP KAPITALFORVALTNING AS | 4,800 | $286K | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.