OPPENHEIMER HOLDINGS-CL A OPY
$109.46
-2.1% 52w: $61.52 – $115.68
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data61.5288.60115.68
Jun 20, 2025 Jul 2, 2026
Institutional holders
117
+8 QoQ
13F value
$376.7M
+23.3% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$241K calls / — puts
Institutional value by quarter
Number of holders
Who owns OPY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JB CAPITAL PARTNERS LP ★2 | Fundamental diversified | 504.0K | $44.9M | 7.7% | Held |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 497.0K | $44.3M | 0.0% | +1.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 391.2K | $34.9M | 0.0% | — |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 352.8K | $31.5M | 0.0% | +10.2% |
| BlackRock, Inc. | Index provider | 187.1K | $16.7M | 0.0% | +6.2% |
| ROYCE & ASSOCIATES LP | Other | 170.1K | $15.2M | 0.1% | +56.2% |
| RBF Capital, LLC | Other | 163.8K | $14.6M | 0.7% | -50.0% |
| Boston Partners | Other | 131.4K | $11.7M | 0.0% | +52.5% |
| Greenwich Wealth Management LLC | Other | 100.9K | $9.0M | 0.4% | -19.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 100.9K | $9.0M | 0.0% | -9.1% |
| MORGAN STANLEY | Bank broker | 88.1K | $7.9M | 0.0% | +3.9% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 86.6K | $7.7M | 0.0% | +18.1% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Diversified mechanical | 73.1K | $6.5M | 0.1% | +26.0% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Quant stat arb | 72.0K | $6.4M | 0.0% | +9.0% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 67.3K | $6.0M | 0.0% | -41.3% |
| STATE STREET CORP | Index provider | 59.8K | $5.3M | 0.0% | -11.3% |
| Arbiter Partners Capital Management LLC ★3 | Fundamental concentrated | 55.0K | $4.9M | 3.3% | Held |
| JPMORGAN CHASE & CO | Bank broker | 53.8K | $4.7M | 0.0% | +6.0% |
| Empowered Funds, LLC | Diversified mechanical | 46.1K | $4.1M | 0.0% | New |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 40.6K | $3.6M | 0.0% | +70.6% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 40.4K | $3.6M | 0.0% | — |
| D. E. Shaw & Co., Inc. | Quant stat arb | 38.2K | $3.4M | 0.0% | -23.9% |
| GOLDMAN SACHS GROUP INC | Bank broker | 37.5K | $3.3M | 0.0% | -18.5% |
| ALGERT GLOBAL LLC | Diversified mechanical | 36.8K | $3.3M | 0.0% | +5.0% |
| Voleon Capital Management LP | Quant stat arb | 36.5K | $3.3M | 0.1% | +59.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 33.4K | $3.0M | 0.0% | — |
| BOOTHBAY FUND MANAGEMENT, LLC | Diversified mechanical | 32.2K | $2.9M | 0.1% | -0.1% |
| Man Group plc | Quant stat arb | 31.5K | $2.8M | 0.0% | +64.4% |
| NEUBERGER BERMAN GROUP LLC | Diversified mechanical | 29.5K | $2.6M | 0.0% | -2.4% |
| Qube Research & Technologies Ltd | Quant stat arb | 27.6K | $2.5M | 0.0% | +31.8% |
| POLEN CAPITAL MANAGEMENT LLC ★2 | Long only active | 27.0K | $2.4M | 0.0% | +64.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 26.4K | $2.4M | 0.0% | -14.4% |
| FRANKLIN RESOURCES INC | Long only active | 25.9K | $2.3M | 0.0% | New |
| Fisher Asset Management, LLC | Long only active | 25.3K | $2.3M | 0.0% | Held |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 25.2K | $2.3M | 0.0% | -19.1% |
| BOKF, NA | Diversified mechanical | 23.9K | $2.1M | 0.0% | Held |
| Invesco Ltd. | Index provider | 22.9K | $2.0M | 0.0% | +259.0% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 22.8K | $2.0M | 0.0% | +1.8% |
| Beverly Hills Private Wealth, LLC | Other | 22.7K | $2.0M | 0.3% | +12.0% |
| Connor, Clark & Lunn Investment Management Ltd. | Diversified mechanical | 20.2K | $1.8M | 0.0% | +2.2% |
| CITADEL ADVISORS LLC | Multistrat pod | 20.0K | $1.8M | 0.0% | -5.4% |
| EJF Capital LP | Other | 20.0K | $1.8M | 1.3% | Held |
| Bank of New York Mellon Corp | Diversified mechanical | 18.9K | $1.7M | 0.0% | +9.9% |
| FMR LLC | Long only active | 18.4K | $1.6M | 0.0% | +17.7% |
| LAZARD ASSET MANAGEMENT LLC | Diversified mechanical | 17.8K | $1.6M | 0.0% | New |
| NORTHERN TRUST CORP | Index provider | 17.4K | $1.5M | 0.0% | +3.5% |
| Round Rock Advisors LLC | Wealth advisor | 14.6K | $1.3M | 0.2% | +0.5% |
| ACADIAN ASSET MANAGEMENT LLC | Quant stat arb | 14.4K | $1.3M | 0.0% | -8.6% |
| TCW GROUP INC | Other | 13.7K | $1.2M | 0.0% | -64.7% |
| JANE STREET GROUP, LLC | Market maker | 13.5K | $1.2M | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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