13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
OPY

OPPENHEIMER HLDGS INC

123 institutions still hold OPPENHEIMER HLDGS INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 683797104·123 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.1%
vs prior quarter
13F value held
$284M
59.0% inst. owned
of float
Holders
123
-62 QoQ
filers reporting
Activity
+29 / −88
+776 added · −759 reduced
this quarter
Concentration
15.85%
JB CAPITAL PARTNERS LP #1
top holder share
AI Holders Summary · Q1 2026

123 institutions reported OPY in Q1 2026. JB CAPITAL PARTNERS LP leads at 15.8% of the visible book. -62 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
JB CAPITAL PARTNERS LP
CIK 0001138532
$45M504K7.74%Q1 202602
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$44M497K0.01%Q1 202603
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$35M391K0.00%Q1 202604
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$31M353K0.02%Q1 202605
BlackRock, Inc.
CIK 0002012383
$17M187K0.00%Q1 202606
ROYCE & ASSOCIATES LP
CIK 0000906304
$15M170K0.15%Q1 202607
RBF Capital, LLC
CIK 0001134621
$15M164K0.71%Q1 202608
Boston Partners
CIK 0001386060
$12M131K0.01%Q1 202609
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$9M101K0.00%Q1 202610
MORGAN STANLEY
CIK 0000895421
$8M88K0.00%Q1 202611
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$8M87K0.00%Q1 202612
BRIDGEWAY CAPITAL MANAGEMENT, LLC
CIK 0001107261
$7M73K0.13%Q1 202613
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 0001164508
$6M72K0.00%Q1 202614
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$6M67K0.00%Q1 202615
STATE STREET CORP
CIK 0000093751
$5M60K0.00%Q1 202616
Arbiter Partners Capital Management LLC
CIK 0001513193
$5M55K2.81%Q1 202617
JPMORGAN CHASE & CO
CIK 0000019617
$5M54K0.00%Q1 202618
Empowered Funds, LLC
CIK 0001592828
$4M46K0.03%Q1 202619
D. E. Shaw & Co., Inc.
CIK 0001009207
$4M50K0.00%Q4 202520
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$4M41K0.00%Q1 2026
Page 1 of 7
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