OPY Oppenheimer Holdings Inc.
Oppenheimer Holdings Inc. (OPY) Institutional Ownership
What the institutions did with OPY last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 520.3K | 11.6% |
| JB CAPITAL PARTNERS LP | 504.0K | 11.3% |
| AMERICAN CENTURY COMPANIES INC | 392.0K | 8.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 384.4K | 8.6% |
| BlackRock, Inc. | 203.5K | 4.6% |
| ROYCE & ASSOCIATES LP | 170.1K | 3.8% |
| RBF Capital, LLC | 163.8K | 3.7% |
| Boston Partners | 158.4K | 3.5% |
| Arbiter Partners Capital Management LLC | 133.2K | 3.0% |
| MORGAN STANLEY | 106.9K | 2.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 92.0K | 2.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 86.3K | 1.9% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 76.5K | 1.7% |
| STATE STREET CORP | 75.7K | 1.7% |
| ALGERT GLOBAL LLC | 74.1K | 1.7% |
| TWO SIGMA INVESTMENTS, LP | 62.6K | 1.4% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 56.7K | 1.3% |
| JPMORGAN CHASE & CO | 56.4K | 1.3% |
| MILLENNIUM MANAGEMENT LLC | 56.4K | 1.3% |
| Empowered Funds, LLC | 49.6K | 1.1% |
| Qube Research & Technologies Ltd | 48.1K | 1.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 46.4K | 1.0% |
| Voleon Capital Management LP | 44.7K | 1.0% |
| BOOTHBAY FUND MANAGEMENT, LLC | 43.7K | 1.0% |
| VANGUARD FIDUCIARY TRUST CO | 41.2K | 0.9% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Greenwich Wealth Management LLC | Sold Out | 100.9K | 0 | -100.9K |
| Arbiter Partners Capital Management LLC | Increased | 55.0K | 133.2K | +78.2K |
| AMERICAN CENTURY COMPANIES INC | Increased | 352.8K | 392.0K | +39.2K |
| ALGERT GLOBAL LLC | Increased | 36.8K | 74.1K | +37.3K |
| D. E. Shaw & Co., Inc. | Reduced | 38.2K | 5.3K | -32.9K |
| CREDIT AGRICOLE S A | New | 0 | 32.0K | +32.0K |
| Boston Partners | Increased | 131.4K | 158.4K | +26.9K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 497.0K | 520.3K | +23.3K |
| TWO SIGMA INVESTMENTS, LP | Increased | 40.6K | 62.6K | +22.0K |
| Qube Research & Technologies Ltd | Increased | 27.6K | 48.1K | +20.5K |
| MORGAN STANLEY | Increased | 88.1K | 106.9K | +18.8K |
| AQR CAPITAL MANAGEMENT LLC | New | 0 | 18.4K | +18.4K |
| BlackRock, Inc. | Increased | 187.1K | 203.5K | +16.4K |
| STATE STREET CORP | Increased | 59.8K | 75.7K | +15.9K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | 72.0K | 56.7K | -15.3K |
| Invesco Ltd. | Reduced | 22.9K | 7.8K | -15.1K |
| XTX Topco Ltd | Increased | 10.1K | 24.9K | +14.8K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | 100.9K | 86.3K | -14.5K |
| TCW GROUP INC | Sold Out | 13.7K | 0 | -13.7K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 33.4K | 46.4K | +13.0K |
| JANE STREET GROUP, LLC | Increased | 13.5K | 26.3K | +12.8K |
| Y-Intercept (Hong Kong) Ltd | New | 0 | 12.7K | +12.7K |
| TUDOR INVESTMENT CORP ET AL | Sold Out | 12.6K | 0 | -12.6K |
| RENAISSANCE TECHNOLOGIES LLC | Increased | 22.8K | 35.3K | +12.5K |
| Trexquant Investment LP | Sold Out | 12.5K | 0 | -12.5K |
| BNP PARIBAS FINANCIAL MARKETS | Increased | 25.2K | 37.2K | +12.0K |
| Swiss National Bank | New | 0 | 11.7K | +11.7K |
| BOOTHBAY FUND MANAGEMENT, LLC | Increased | 32.2K | 43.7K | +11.5K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 67.3K | 56.4K | -10.9K |
| Voleon Capital Management LP | Increased | 36.5K | 44.7K | +8.1K |
| Quadrature Capital Ltd | Sold Out | 8.1K | 0 | -8.1K |
| Man Group plc | Reduced | 31.5K | 24.0K | -7.5K |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 391.2K | 384.4K | -6.9K |
| Engineers Gate Manager LP | Increased | 3.3K | 10.0K | +6.8K |
| SEI INVESTMENTS CO | Reduced | 12.5K | 5.8K | -6.7K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | New | 0 | 6.5K | +6.5K |
| Precision Wealth Strategies, LLC | New | 0 | 5.8K | +5.8K |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | 14.4K | 8.7K | -5.7K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 86.6K | 92.0K | +5.5K |
| TEACHER RETIREMENT SYSTEM OF TEXAS | New | 0 | 5.3K | +5.3K |
| Verdad Advisers, LP | Increased | 3.4K | 8.7K | +5.3K |
| BANK OF AMERICA CORP /DE/ | Reduced | 26.4K | 21.2K | -5.2K |
| CITIGROUP INC | Reduced | 5.6K | 965 | -4.7K |
| Susquehanna Portfolio Strategies, LLC | Sold Out | 4.3K | 0 | -4.3K |
| CITADEL ADVISORS LLC | Increased | 20.0K | 24.4K | +4.3K |
| Aquatic Capital Management LLC | Reduced | 5.0K | 661 | -4.3K |
| VANGUARD ASSET MANAGEMENT, Ltd | New | 0 | 4.1K | +4.1K |
| Allianz Asset Management GmbH | New | 0 | 3.9K | +3.9K |
| UBS Group AG | Increased | 3.5K | 7.2K | +3.6K |
| Jump Financial, LLC | Sold Out | 3.6K | 0 | -3.6K |
| Virtu Financial LLC | Sold Out | 3.5K | 0 | -3.5K |
| Empowered Funds, LLC | Increased | 46.1K | 49.6K | +3.5K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Increased | 73.1K | 76.5K | +3.5K |
| VARCOV Co. | Sold Out | 3.4K | 0 | -3.4K |
| HRT FINANCIAL LP | Sold Out | 3.3K | 0 | -3.3K |
| LAZARD ASSET MANAGEMENT LLC | Increased | 17.8K | 20.9K | +3.1K |
| Lighthouse Investment Partners, LLC | New | 0 | 2.9K | +2.9K |
| GOLDMAN SACHS GROUP INC | Increased | 37.5K | 40.2K | +2.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | 0 | 2.7K | +2.7K |
| KLP KAPITALFORVALTNING AS | New | 0 | 2.7K | +2.7K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.