DOSSIER · 13F Holders · Q2 2026
OPY

OPPENHEIMER HLDGS INC

132 institutions still hold OPPENHEIMER HLDGS INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 683797104·132 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$365M
visible holders
Holders
132
filers reporting
Concentration
15.05%
DIMENSIONAL FUND ADVISORS LP #1
top holder share
AI Holders Summary · Q2 2026

132 institutions reported OPY in Q2 2026. DIMENSIONAL FUND ADVISORS LP leads at 15.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$55M520K0.01%Q2 2026
02
JB CAPITAL PARTNERS LP
CIK 0001138532
$53M504K8.23%Q2 2026
03
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$41M392K0.02%Q2 2026
04
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$41M384K0.00%Q2 2026
05
BlackRock, Inc.
CIK 0002012383
$21M203K0.00%Q2 2026
06
ROYCE & ASSOCIATES LP
CIK 0000906304
$18M170K0.14%Q2 2026
07
RBF Capital, LLC
CIK 0001134621
$17M164K0.72%Q2 2026
08
Boston Partners
CIK 0001386060
$17M158K0.01%Q2 2026
09
Arbiter Partners Capital Management LLC
CIK 0001513193
$14M133K3.70%Q2 2026
10
MORGAN STANLEY
CIK 0000895421
$11M107K0.00%Q2 2026
11
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$10M92K0.00%Q2 2026
12
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$9M86K0.00%Q2 2026
13
Greenwich Wealth Management LLC
CIK 0001439805
$9M101K0.37%Q1 2026
14
BRIDGEWAY CAPITAL MANAGEMENT, LLC
CIK 0001107261
$8M77K0.14%Q2 2026
15
STATE STREET CORP
CIK 0000093751
$8M76K0.00%Q2 2026
16
ALGERT GLOBAL LLC
CIK 0001275218
$8M74K0.09%Q2 2026
17
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$7M63K0.00%Q2 2026
18
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 0001164508
$6M57K0.00%Q2 2026
19
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$6M56K0.00%Q2 2026
20
JPMORGAN CHASE & CO
CIK 0000019617
$6M56K0.00%Q2 2026
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Insiders at OPPENHEIMER HLDGS INC
Lowenthal Robert SFriedman Paul MKanter Stacy J.Behrens EvanDwyer Timothy MartinSpaulding SuzanneMcnamara Dennis PWatkins Brad M