Who owns Oppenheimer Holdings (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-Q2 13F filings (latest filed 2026-09-22). 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 2026-Q1 and 2026-Q2: 51 added or opened and 13 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, DIMENSIONAL FUND ADVISORS LP, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp 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 2026-Q1 and 2026-Q2, across 117 tracked filers holding OPY, 72 increased or opened the position and 54 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 2026-Q1 and 2026-Q2 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 7
- CREDIT AGRICOLE S A$3M
- AQR CAPITAL MANAGEMENT LLC$2M
- Y-Intercept (Hong Kong) Ltd$1M
- Swiss National Bank$1M
- CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$683K
- Precision Wealth Strategies, LLC$617K
Full exits 6
- Greenwich Wealth Management LLC$9M
- ACADIAN ASSET MANAGEMENT LLC$1M
- TCW GROUP INC$1M
- TUDOR INVESTMENT CORP ET AL$1M
- Trexquant Investment LP$1M
- Quadrature Capital Ltd$721K
Largest adds
- DIMENSIONAL FUND ADVISORS LP$11M
- AMERICAN CENTURY COMPANIES INC$10M
- JB CAPITAL PARTNERS LP$8M
- VANGUARD CAPITAL MANAGEMENT LLC$6M
- Boston Partners$5M
- BlackRock, Inc.$5M
Largest trims
- D. E. Shaw & Co., Inc.$3M
- Invesco Ltd.$1M
- SEI INVESTMENTS CO$506K
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$442K
- CITIGROUP INC$400K
- Aquatic Capital Management LLC$374K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP added | 520,326 | $55M | 11.9% | 2026-Q2 |
| JB CAPITAL PARTNERS LP | 503,954 | $53M | 11.5% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 391,977 | $41M | 8.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 384,352 | $41M | 8.8% | 2026-Q2 |
| BlackRock, Inc. added | 203,463 | $21M | 4.6% | 2026-Q2 |
| ROYCE & ASSOCIATES LP trimmed | 170,076 | $18M | 3.9% | 2026-Q2 |
| RBF Capital, LLC | 163,771 | $17M | 3.7% | 2026-Q2 |
| Boston Partners added | 158,375 | $17M | 3.6% | 2026-Q2 |
| MORGAN STANLEY added | 106,924 | $11M | 2.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 92,029 | $10M | 2.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 86,324 | $9M | 2.0% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 76,547 | $8M | 1.7% | 2026-Q2 |
| STATE STREET CORP added | 75,734 | $8M | 1.7% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 74,147 | $8M | 1.7% | 2026-Q2 |
| Arbiter Partners Capital Management LLC added | 66,599 | $7M | 1.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 62,606 | $7M | 1.4% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 56,690 | $6M | 1.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 56,398 | $6M | 1.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 56,398 | $6M | 1.3% | 2026-Q2 |
| Empowered Funds, LLC added | 49,554 | $5M | 1.1% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 48,060 | $5M | 1.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 46,427 | $5M | 1.1% | 2026-Q2 |
| Voleon Capital Management LP added | 44,658 | $5M | 1.0% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 43,742 | $5M | 1.0% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 41,174 | $4M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 40,240 | $4M | 0.9% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 37,240 | $4M | 0.9% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 35,298 | $4M | 0.8% | 2026-Q2 |
| CREDIT AGRICOLE S A new | 32,000 | $3M | 0.7% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 27,630 | $3M | 0.6% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 27,018 | $3M | 0.6% | 2026-Q2 |
| POLEN CAPITAL MANAGEMENT LLC trimmed | 26,834 | $3M | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 26,334 | $3M | 0.6% | 2026-Q2 |
| XTX Topco Ltd added | 24,873 | $3M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 24,352 | $3M | 0.6% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 24,069 | $3M | 0.5% | 2026-Q2 |
| Man Group plc trimmed | 24,039 | $3M | 0.5% | 2026-Q2 |
| BOKF, NA | 23,850 | $3M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 21,214 | $2M | 0.5% | 2026-Q2 |
| Beverly Hills Private Wealth, LLC trimmed | 20,933 | $2M | 0.5% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 20,927 | $2M | 0.5% | 2026-Q2 |
| FMR LLC added | 20,165 | $2M | 0.5% | 2026-Q2 |
| EJF Capital LP | 20,000 | $2M | 0.5% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 19,745 | $2M | 0.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 19,509 | $2M | 0.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 18,351 | $2M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 17,978 | $2M | 0.4% | 2026-Q2 |
| Round Rock Advisors LLC | 14,605 | $2M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 13,762 | $1M | 0.3% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 12,665 | $1M | 0.3% | 2026-Q2 |
| Swiss National Bank new | 11,700 | $1M | 0.3% | 2026-Q2 |
| NorthCrest Asset Manangement, LLC added | 11,376 | $1M | 0.3% | 2026-Q2 |
| Engineers Gate Manager LP added | 10,026 | $1M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 9,681 | $1M | 0.2% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 9,300 | $982K | 0.2% | 2026-Q2 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 8,941 | $944K | 0.2% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 8,921 | $942K | 0.2% | 2026-Q2 |
| Verdad Advisers, LP added | 8,673 | $915K | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 7,797 | $823K | 0.2% | 2026-Q2 |
| UBS Group AG added | 7,150 | $755K | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 7,062 | $745K | 0.2% | 2026-Q2 |
| Inspire Investing, LLC added | 6,473 | $683K | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM new | 6,468 | $683K | 0.1% | 2026-Q2 |
| Penn Capital Management Company, LLC trimmed | 6,276 | $662K | 0.1% | 2026-Q2 |
| ALPS ADVISORS INC added | 6,085 | $642K | 0.1% | 2026-Q2 |
| Precision Wealth Strategies, LLC new | 5,844 | $617K | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 5,798 | $612K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 5,687 | $600K | 0.1% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS new | 5,348 | $564K | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 5,334 | $563K | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 5,273 | $557K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 4,108 | $434K | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP trimmed | 3,987 | $421K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP | 3,000 | $317K | 0.1% | 2026-Q2 |
| Lighthouse Investment Partners, LLC new | 2,869 | $303K | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 2,800 | $295K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 2,719 | $287K | 0.1% | 2026-Q2 |
| KLP KAPITALFORVALTNING AS trimmed | 2,700 | $285K | 0.1% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC added | 2,544 | $268K | 0.1% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 2,493 | $263K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 2,487 | $262K | 0.1% | 2026-Q2 |
| Avise Financial Cooperative, Inc. trimmed | 2,132 | $225K | 0.0% | 2026-Q2 |
| JMN Financial LLC new | 2,046 | $216K | 0.0% | 2026-Q2 |
| Tidal Investments LLC new | 1,964 | $207K | 0.0% | 2026-Q2 |
| Legal & General Group Plc new | 1,931 | $204K | 0.0% | 2026-Q2 |
| Missouri Trust & Investment Co | 1,900 | $203K | 0.0% | 2026-Q2 |
| CITIGROUP INC trimmed | 965 | $102K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC trimmed | 773 | $82K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 703 | $74K | 0.0% | 2026-Q2 |
| Aquatic Capital Management LLC trimmed | 661 | $70K | 0.0% | 2026-Q2 |
| Quantbot Technologies LP trimmed | 571 | $60K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 480 | $50K | 0.0% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC trimmed | 451 | $48K | 0.0% | 2026-Q2 |
| MACQUARIE GROUP LTD new | 343 | $36K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 305 | $32K | 0.0% | 2026-Q2 |
| WealthCollab, LLC | 300 | $32K | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC added | 297 | $31K | 0.0% | 2026-Q2 |
| Ares Financial Consulting, LLC | 212 | $22K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 177 | $19K | 0.0% | 2026-Q2 |
| CENTRAL TRUST Co new | 141 | $15K | 0.0% | 2026-Q2 |
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.