Oppenheimer Holdings Inc. (OPY) Ownership
OPY ownership summary
as of October 18, 2026- Institutions
- 42.9% of shares outstanding
- Insiders
- 42.35% of shares outstanding
- Shares outstanding
- 10.6M
- Float
- 6.1M shares available to trade
- Short interest
- 1.41% 99K shares short
- Days to cover
- 0.81 short interest up 8.5% vs prior month
- Institutions 42.94%
- Insiders 42.35%
- Other investors 14.71%
OPY top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors, Inc. | 4.86% | 520K | $52.3M | +23,293 (+4.7%) | June 30, 2026 |
| 2 | Jb Capital Partners LP | 4.71% | 504K | $50.7M | — | June 30, 2026 |
| 3 | American Century Companies Inc | 3.66% | 392K | $39.4M | +39,190 (+11.1%) | June 30, 2026 |
| 4 | Vanguard Capital Management, LLC | 3.59% | 384K | $38.6M | −6,881 (−1.8%) | June 30, 2026 |
| 5 | BlackRock Inc | 1.90% | 203K | $20.5M | +16,397 (+8.8%) | June 30, 2026 |
| 6 | Fort Hoosac Management, LLC | 1.87% | 200K | $20.1M | +144,798 (+263.3%) | June 30, 2026 |
| 7 | Royce & Associates, LP | 1.59% | 170K | $17.1M | −3 (−0.0%) | June 30, 2026 |
| 8 | RBF LLC | 1.53% | 164K | $16.5M | — | June 30, 2026 |
| 9 | Boston Partners Global Investors, Inc | 1.48% | 158K | $15.9M | +26,941 (+20.5%) | June 30, 2026 |
| 10 | Morgan Stanley - Brokerage Accounts | 1.00% | 107K | $10.7M | +18,779 (+21.3%) | June 30, 2026 |
| 11 | Geode Capital Management, LLC | 0.86% | 92K | $9.3M | +5,465 (+6.3%) | June 30, 2026 |
| 12 | Charles Schwab Investment Management Inc | 0.81% | 86K | $8.7M | −14,528 (−14.4%) | June 30, 2026 |
| 13 | Bridgeway Capital Management, LLC | 0.71% | 77K | $7.7M | +3,488 (+4.8%) | June 30, 2026 |
| 14 | State Street Corp | 0.71% | 76K | $7.6M | +15,936 (+26.6%) | June 30, 2026 |
| 15 | Algert Global LLC | 0.69% | 74K | $7.5M | +37,328 (+101.4%) | June 30, 2026 |
| 16 | Two Sigma Investments LLC | 0.58% | 63K | $6.3M | +21,975 (+54.1%) | June 30, 2026 |
| 17 | Arrowstreet Capital Limited Partnership | 0.53% | 57K | $5.7M | −15,345 (−21.3%) | June 30, 2026 |
| 18 | Millennium Management LLC | 0.53% | 56K | $5.7M | −10,935 (−16.2%) | June 30, 2026 |
| 19 | JPMorgan Chase & Co | 0.53% | 56K | $5.7M | +2,574 (+4.8%) | June 30, 2026 |
| 20 | Empowered Funds, LLC | 0.46% | 50K | $5.0M | +3,488 (+7.6%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 13 holders added 360K shares and 5 cut 48K.
OPY top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Avantis US Small Cap Value ETF | 2.94% | 315K | $31.6M | — | September 30, 2026 |
| 2 | Vanguard MStar Total Stk Mkt Idx Invest | 2.84% | 304K | $30.6M | — | August 31, 2026 |
| 3 | DFA US Small Cap Value I | 1.27% | 136K | $13.6M | +4,671 (+3.6%) | August 31, 2026 |
| 4 | Boston Partners Small Cap Value II Inv | 0.67% | 71K | $7.2M | −3,391 (−4.5%) | July 31, 2026 |
| 5 | DFA US Targeted Value I | 0.65% | 70K | $7.0M | — | August 31, 2026 |
| 6 | State Street® SPDR® S&P® Cap Mkts ETF | 0.64% | 68K | $6.9M | — | September 30, 2026 |
| 7 | Royce Micro-Cap Trust | 0.62% | 67K | $6.7M | −13,105 (−16.4%) | September 30, 2026 |
| 8 | Fidelity Enhanced Small Cap Core ETF | 0.59% | 63K | $6.3M | +129 (+0.2%) | September 30, 2026 |
| 9 | EA Bridgeway Omni Small-Cap Value ETF | 0.47% | 51K | $5.1M | −720 (−1.4%) | September 30, 2026 |
| 10 | DFA US Small Cap I | 0.46% | 50K | $5.0M | — | August 31, 2026 |
| 11 | Schwab Fundamental U.S. Small CompanyETF | 0.36% | 39K | $3.9M | +49 (+0.1%) | September 30, 2026 |
| 12 | DFA US Micro Cap I | 0.35% | 37K | $3.7M | — | August 31, 2026 |
| 13 | Vanguard Strategic Small-Cap Equity Inv | 0.34% | 37K | $3.7M | +13,168 (+55.4%) | June 30, 2026 |
| 14 | Dimensional US Targeted Value ETF | 0.34% | 36K | $3.6M | — | September 30, 2026 |
| 15 | Dimensional US Small Cap ETF | 0.30% | 32K | $3.2M | — | September 30, 2026 |
| 16 | Schwab US Small-Cap ETF™ | 0.30% | 32K | $3.2M | +18 (+0.1%) | September 30, 2026 |
| 17 | Indosuez Funds America Small&Mid Caps G | 0.30% | 32K | $3.2M | — | August 31, 2026 |
| 18 | Fidelity Extended Market Index | 0.28% | 30K | $3.0M | −163 (−0.5%) | August 31, 2026 |
| 19 | Royce Micro-Cap Invmt | 0.27% | 29K | $2.9M | −7,373 (−20.4%) | September 30, 2026 |
| 20 | Bridgeway Omni Small-Cap Value N | 0.25% | 27K | $2.7M | — | June 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
OPY insider transactions
latest 3| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-02 | Dennis P Mcnamara | Sell | $90.67 | 4,673 | $423,701 |
| 2025-08-05 | Dennis P Mcnamara | Sell | $73.81 | 2,000 | $147,620 |
| 2025-06-09 | Paul M Friedman | Sell | $63.32 | 3,500 | $221,620 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
OPY shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns OPY
Institutional investors own 42.9% of Oppenheimer's shares and insiders 42.35%. The largest holder is Dimensional Fund Advisors, Inc. with 4.86% of the shares (520K), as of June 30, 2026. Among the top 20 institutions, 13 added shares and 5 reduced their stake in the latest filings. Short interest is 1.41% of the float, or 0.81 days of average trading volume. The share count fell 20.4% since 2014.
Related: OPY key metrics, OPY dividend history. See the OPY stock overview for the latest quote and news.
OPY ownership FAQ
Who owns the most Oppenheimer stock?
The largest shareholders of Oppenheimer are Dimensional Fund Advisors, Inc. (4.86%), Jb Capital Partners LP (4.71%), American Century Companies Inc (3.66%), Vanguard Capital Management, LLC (3.59%), BlackRock Inc (1.90%).
What percentage of Oppenheimer is owned by institutions?
Institutions hold 42.9% of Oppenheimer's shares outstanding; insiders hold 42.35%.
Which funds own Oppenheimer?
The largest fund holders of Oppenheimer are Avantis US Small Cap Value ETF (2.94%), Vanguard MStar Total Stk Mkt Idx Invest (2.84%), DFA US Small Cap Value I (1.27%), Boston Partners Small Cap Value II Inv (0.67%), DFA US Targeted Value I (0.65%).
What is Oppenheimer's short interest?
99K shares of Oppenheimer were sold short, 1.41% of the float; at the average daily volume it would take 0.81 days to cover.
Are insiders buying or selling Oppenheimer?
Of the latest 3 reported insider transactions in Oppenheimer (since June 9, 2025), 0 were purchases and 3 were sales.
How many shares of Oppenheimer are outstanding?
Oppenheimer has 10.6M shares outstanding, of which 6.1M are in the public float.