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$OPY
$106.88 +$1.90 (1.81%) Close

Ownership

13F as of Q2 2026 · 10.7M shares outstanding

Who owns OPY?

By type of holder
Institutions 41.1% Insiders 0.0% Everyone else 58.9%
Concentration Top 10 holders own 25.1%
Dimensional Fund Advisors LP 4.9% · JB Capital Partners LP 4.7%
Institutional ownership
41.1%
+1.5 pts vs last qtr
Institutional holders
121
+5 vs last qtr
Net shares bought
+166.0K
by institutions in Q2 2026
New / sold out
25 / 20
positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026
  • American Century Companies Inc +39.2K
  • Algert Global LLC +37.3K

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Biggest sellers in Q2 2026
  • Greenwich Wealth Management LLC SOLD OUT −100.9K
  • D. E. Shaw & Co., Inc. −32.9K

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Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Oppenheimer Holdings Inc. in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2016–FY2025
−14.9%
−1.77% a year
Each share's claim on the business
+17.4%
grew without buying or selling a share
Spent on buybacks vs paid in stock
$157M vs $195M
over 10 fiscal years
Diluted shares, split-adjusted
10.9M12.5M14.2M2016: 13.4M shares'162017: 13.7M shares'172018: 14.1M shares'182019: 13.9M shares'192020: 13.2M shares'202021: 13.6M shares'212022: 12.6M shares'222023: 11.6M shares'232024: 11.2M shares'242025: 11.4M shares'25
Buybacks Stock-based comp
$0$30.3M$60.6M2016 buybacks: $3.9M2016 stock comp: $6.2M'162017 buybacks: $7.5M2017 stock comp: $12.6M'172018 buybacks: $5.9M2018 stock comp: $6.7M'182019 buybacks: $8.4M2019 stock comp: $11.8M'192020 buybacks: $15.0M2020 stock comp: $16.2M'202021 buybacks: $7.7M2021 stock comp: $31.1M'212022 buybacks: $60.6M2022 stock comp: $15.9M'222023 buybacks: $35.1M2023 stock comp: $16.9M'232024 buybacks: $9.6M2024 stock comp: $45.5M'242025 buybacks: $3.0M2025 stock comp: $32.2M'25

How patient are the owners?

Institutional shares by how long they've been held
5+ years60% 3–5 years13% 1–3 years17% Under 1 year10%
Quarterly turnover
9.5%
of institutional shares changed hands
Top 10 managers, median time held
5 years

Super Investors

Investment managers reporting OPY on Form 13F
DF
Dimensional Fund Advisors LP
Shares
520.3K
% of company
4.86%
Change vs last qtr
+23.3K (+4.7%)
Held since
≤2021
JC
JB Capital Partners LP
Shares
504.0K
% of company
4.71%
Change vs last qtr
Unchanged
Held since
≤2021

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Institutional Funds

Mutual funds and ETFs reporting OPY on Form N-PORT; together they hold 18.5% of the company
VT
Vanguard Total Stock Market Index Fund
Vanguard Index Funds
Position value
$32.1M
% of company
2.84%
% of the fund
0.00%
As of
June 30, 2026
AU
Avantis U.S. Small Cap Value ETF
American Century ETF Trust
Position value
$27.8M
% of company
2.83%
% of the fund
0.10%
As of
May 31, 2026

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