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Oppenheimer Holdings (OPY) Ownership - Who Owns Oppenheimer Holdings?

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Oppenheimer Holdings (OPY) Ownership Overview

  • 4.78% Insiders
  • 11.87% Mutual Funds
  • 2.15% Other Institutional Investors
  • 13.60% ETFs
  • 67.60% Public Companies and Individual Investors

The ownership structure of Oppenheimer Holdings (OPY) stock is a mix of institutional, retail, and individual investors. Approximately 27.62% of the company’s stock is owned by Institutional Investors, 4.78% is owned by Insiders, and 67.60% is owned by Public Companies and Individual Investors.

Recent Insider Trading Activity

Recent Insider Trading Activity
DateNameActivityValue
Mar 02, 2026Dennis P. Mcnamara$423,701

Recent Hedge Fund Trading Activity

Recent Hedge Fund Trading Activity
DateFirmActivityValue
Jun 30, 2026Royce & Associates Llc$17,949,821
Jun 30, 2026Fisher Asset Management Llc$2,540,242
Jun 30, 2026 $21,473,485

Top Shareholders

OPY top shareholders
Holder# of SharesType% HoldingValue
Dfa402,391Institution3.79%36,798,657
Vanguard Index Funds373,606Institution3.52%34,166,269
Avantis363,890Institution3.43%33,277,741
Dfa Investment Dimensions Group Inc330,512Institution3.11%30,225,322
Vanguard303,034Institution2.86%27,712,459
Albert Lowenthal254,876Insider2.40%23,308,410
BlackRock, Inc.203,463Institution1.92%18,606,691
Rbb Fund, Inc.175,456Institution1.65%16,045,451
Chuck Royce139,822Institution1.32%12,786,722
Robert Lowenthal129,608Insider1.22%11,852,652

Top Mutual Fund Holders

OPY top mutual fund holders
Holder# of SharesType% HoldingValue
Vanguard Index Funds373,606Institution3.52%34,166,269
Dfa Investment Dimensions Group Inc330,512Institution3.11%30,225,322
Rbb Fund, Inc.175,456Institution1.65%16,045,451
Fidelity Concord Street Trust56,762Institution0.53%5,190,885
Bridgeway Funds, Inc.56,312Institution0.53%5,149,732
Royce Fund55,188Institution0.52%5,046,943
Vanguard Horizon Funds41,039Institution0.39%3,753,017
Fidelity Salem Street Trust19,497Institution0.18%1,783,001
Exchange Place Advisors Trust19,410Institution0.18%1,775,045
American Century Etf Trust18,872Institution0.18%1,725,844

Top ETF Holders

OPY top ETF holders
Holder# of SharesType% HoldingValue
Avantis U.S. Small Cap Value ETF, AVUV ETF314,650Institution2.97%28,658,322
Vanguard Total Stock Market ETF, VTI ETF223,935Institution2.11%26,415,373
Dimensional US Small Cap Value ETF, DFSV ETF158,327Institution1.49%14,420,423
Dimensional U.S. Targeted Value ETF, DFAT ETF108,770Institution1.03%9,906,772
Dimensional U.S. Small Cap ETF, DFAS ETF79,669Institution0.75%7,256,253
Vanguard Extended Market ETF, VXF ETF69,476Institution0.65%8,195,389
Fidelity Enhanced Small Cap ETF, FESM ETF65,634Institution0.62%5,977,945
SPDR S&P Capital Markets ETF, KCE ETF59,063Institution0.56%5,379,458
EA Bridgeway Omni Small-Cap Value ETF, BSVO ETF51,472Institution0.49%4,688,070
Dimensional U.S. Core Equity 2 ETF, DFAC ETF39,683Institution0.37%3,614,328

FAQ

Who Owns Oppenheimer Holdings (OPY)?
According to the latest TipRanks data, approximately 27.62% of the company's stock is held by institutional investors, 4.78% is held by insiders, and 67.60% is held by public companies and individual investors.
What percentage of Oppenheimer Holdings (OPY) stock is held by institutional investors?
According to the latest TipRanks data, approximately 27.62% of Oppenheimer Holdings (OPY) stock is held by institutional investors: 11.87% by mutual funds, 13.60% by ETFs and 2.15% by other institutional investors.
What percentage of Oppenheimer Holdings (OPY) stock is held by retail investors?
According to the latest TipRanks data, approximately 67.60% of Oppenheimer Holdings (OPY) stock is held by public companies and individual investors.
Who owns the most shares of Oppenheimer Holdings (OPY)?
DFA owns the most shares of Oppenheimer Holdings (OPY).
What is the significance of the ownership structure for a publicly traded company?
The ownership structure can impact the company's decision making, as large institutional investors may exert influence on the company's management and can also affect the company's stock price with their buying and selling patterns.