Who Owns Oppenheimer Stock?
NYSE: OPYFinancial ServicesCapital MarketsUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 42.87%
- Held by insiders
- 42.35%
- Institutional holders
- 162
- Institutions 42.9%
- Insiders 42.4%
- Public and other 14.8%
Who owns Oppenheimer stock?
Institutional investors own about 42.9% of Oppenheimer's shares, spread across 162 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 42.35% of OPY.
The largest institutional holders are Dimensional Fund Advisors LP (4.90%), JB Capital Partners LP (4.75%) and American Century Companies Inc (3.69%). Together, the top 10 institutions control 25.4% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their OPY positions and 1 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of OPY
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Dimensional Fund Advisors LP | 520.33K | 4.90% | +4.7% |
| JB Capital Partners LP | 503.95K | 4.75% | 0.0% |
| American Century Companies Inc | 391.98K | 3.69% | +11.1% |
| Vanguard Capital Management LLC | 384.35K | 3.62% | -1.8% |
| Blackrock Inc. | 203.46K | 1.92% | +8.8% |
| Royce & Associates LP | 170.08K | 1.60% | 0.0% |
| RBF Capital, LLC | 163.77K | 1.54% | 0.0% |
| Boston Partners | 158.38K | 1.49% | +20.5% |
| Morgan Stanley | 106.92K | 1.01% | +21.3% |
| Geode Capital Management, LLC | 92.03K | 0.87% | +6.3% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of OPY
| Fund | Shares | % Held |
|---|---|---|
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 314.65K | 2.97% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 303.94K | 2.87% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 130.84K | 1.23% |
| ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc | 79.81K | 0.75% |
| RBB Fund, Inc.-Boston Partners Small Cap Value Fund II | 71.23K | 0.67% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | 69.67K | 0.66% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 69.67K | 0.66% |
| Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF | 62.71K | 0.59% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | 49.70K | 0.47% |
| EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF | 49.55K | 0.47% |
Frequently asked questions
Who is the largest shareholder of Oppenheimer?
Dimensional Fund Advisors LP is the largest institutional shareholder of OPY, owning 4.90% of shares outstanding (520.33K shares) as of its latest 13F filing.
What percentage of Oppenheimer is owned by institutions?
Institutions own about 42.9% of OPY shares and 74.4% of the public float.
How much of Oppenheimer do insiders own?
Insiders, such as officers and directors, own about 42.35% of OPY shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.