OPPENHEIMER HLDGS INC

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OPY·683797104·US·Common Stock·Financial Services - Capital Markets

OPY (OPPENHEIMER HLDGS INC) is held by 77 institutional investors as of Q2 2026. Largest holders: DIMENSIONAL FUND ADVISORS LP ($54.9M), AMERICAN CENTURY COMPANIES INC ($41.4M), VANGUARD CAPITAL MANAGEMENT LLC ($40.6M). Net institutional sentiment: Mixed.

77

Holders

(6 Elite)

$336.3M

Total Value

63% (83)

Consensus

52 buying - 31 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)62

Insider (Form 4)50

Activist (13D/13G)54

Congressional (STOCK Act)66

Holder Quality

33

★★★★★

Elite

61

★★★★

Strong

41

★★★

Solid

79

★★

Below

14

★

Weak

Held by 77 funds

6 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders Mar 3, 2026 · Activists none · Congress none

InsiderMPMcNAMARA DENNIS PSell $424KMar 2, 2026

InsiderMPMcNAMARA DENNIS PSell $148KAug 5, 2025

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Top Holders

Top Holders (77)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
DIMENSIONAL FUND ADVISORS LP	Increased	520,326(+4.7%)	$54.9M	0.0%	+182.01%	31
AMERICAN CENTURY COMPANIES INC	Increased	391,977(+11.1%)	$41.4M	0.0%	+88.03%	32
VAVANGUARD CAPITAL MANAGEMENT LLC	Decreased	384,352(-1.8%)	$40.6M	0.0%	+30.41%	0
BlackRock, Inc.	Increased	203,463(+8.8%)	$21.5M	0.0%	+71.68%	31
ROYCE & ASSOCIATES LP	Decreased	170,076	$17.9M	0.1%	+61.12%	0
Boston Partners	Increased	158,375(+20.5%)	$16.7M	0.0%	+51.28%	34
MORGAN STANLEY	Increased	106,924(+21.3%)	$11.3M	0.0%	+85.56%	33
GEODE CAPITAL MANAGEMENT, LLC	Increased	92,029(+6.3%)	$9.7M	0.0%	+168.95%	29
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	86,324(-14.4%)	$9.1M	0.0%	+70.41%	0
STATE STREET CORP	Increased	75,734(+26.6%)	$8M	0.0%	+70.35%	34
TWO SIGMA INVESTMENTS, LP	Increased	62,606(+54.1%)	$6.6M	0.0%	+45.66%	38
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	Decreased	56,690(-21.3%)	$6M	0.0%	+165.62%	0
MILLENNIUM MANAGEMENT LLC	Decreased	56,398(-16.2%)	$6M	0.0%	+84.00%	0
JPMORGAN CHASE & CO	Increased	56,398(+4.8%)	$5.9M	0.0%	+60.68%	28
Qube Research & Technologies Ltd	Increased	48,060(+74.2%)	$5.1M	0.0%	+39.59%	41
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	46,427(+39.0%)	$4.9M	0.0%	+23.95%	36
VFVANGUARD FIDUCIARY TRUST CO	Increased	41,174(+1.8%)	$4.3M	0.0%	+29.98%	27
GOLDMAN SACHS GROUP INC	Increased	40,240(+7.3%)	$4.2M	0.0%	+64.20%	29
BNP PARIBAS FINANCIAL MARKETS	Increased	37,240(+47.5%)	$3.9M	0.0%	+44.28%	37
RENAISSANCE TECHNOLOGIES LLC	Increased	35,298(+54.8%)	$3.7M	0.0%	+61.00%	38

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer