NYSE - Delayed Quote USD
Oppenheimer Holdings Inc. (OPY)
65.54
+0.07
+(0.11%)
At close: May 28 at 4:00:02 PM EDT
Major Holders
| Breakdown | |
|---|---|
| 42.21% | % of Shares Held by All Insider |
| 37.62% | % of Shares Held by Institutions |
| 65.10% | % of Float Held by Institutions |
| 112 | Number of Institutions Holding Shares |
Top Institutional Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| JB Capital Partners LP | 503.95k | Mar 31, 2025 | 4.83% | 33,029,145 |
| Dimensional Fund Advisors LP | 488.7k | Mar 31, 2025 | 4.69% | 32,029,660 |
| Vanguard Group Inc | 391.44k | Mar 31, 2025 | 3.75% | 25,654,650 |
| Greenwich Wealth Management Llc | 305.7k | Mar 31, 2025 | 2.93% | 20,035,774 |
| American Century Companies Inc | 227.39k | Mar 31, 2025 | 2.18% | 14,903,075 |
| Blackrock Inc. | 167.14k | Mar 31, 2025 | 1.60% | 10,954,159 |
| RBF Capital, LLC | 165k | Mar 31, 2025 | 1.58% | 10,814,100 |
| Royce & Associates LP | 80.55k | Mar 31, 2025 | 0.77% | 5,279,312 |
| Arrowstreet Capital, Limited Partnership | 77.13k | Mar 31, 2025 | 0.74% | 5,055,100 |
| Bridgeway Capital Management, Inc. | 75.84k | Mar 31, 2025 | 0.73% | 4,970,553 |
Top Mutual Fund Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 275.54k | Dec 31, 2024 | 2.64% | 18,058,564 |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 191.1k | Apr 30, 2025 | 1.83% | 12,524,759 |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. SMALL CAP VALUE PORTFOLIO | 150.24k | Jan 31, 2025 | 1.44% | 9,846,729 |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 88.78k | Dec 31, 2024 | 0.85% | 5,818,313 |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | 65.32k | Jan 31, 2025 | 0.63% | 4,281,138 |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. SMALL CAP PORTFOLIO | 63.51k | Jan 31, 2025 | 0.61% | 4,162,379 |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. MICRO CAP PORTFOLIO | 55.16k | Jan 31, 2025 | 0.53% | 3,615,055 |
| ROYCE MICRO-CAP TRUST, INC. | 45.67k | Mar 31, 2025 | 0.44% | 2,993,342 |
| Invesco Exch-Trd Fd. TRT II-Invesco Dorsey Wright SmallCap Momentum ET | 39.19k | Apr 30, 2025 | 0.38% | 2,568,512 |
| Bridgeway Funds, Inc.-Omni Small-Cap Value Fund | 39.49k | Mar 31, 2025 | 0.38% | 2,588,371 |
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