OPPENHEIMER HOLDINGS-CL A

Watch

Share

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

OPY (OPPENHEIMER HOLDINGS-CL A) is held by 79 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.

79

Holders

(6 Elite)

$342.9M

Total Value

63% (84)

Consensus

53 buying - 31 selling

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

Smart Money Verdict

View all

Loading verdict

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 79 funds

6 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders Mar 3, 2026 · Activists none · Congress none

InsiderMPMcNAMARA DENNIS PSell $424KMar 2, 2026

InsiderDMDwyer Timothy MartinOther 1K shFeb 26, 2026

InsiderSSSpaulding SuzanneOther 1K shFeb 26, 2026

Checking access…

View all insider trades

Top Holders

Top Holders (79)History

AllNewIncreasedHeldDecreasedExitedFirst report

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
DIMENSIONAL FUND ADVISORS LP	Increased	520,326(+4.7%)	$54.9M	0.0%	+177.31%	31
AMERICAN CENTURY COMPANIES INC	Increased	391,977(+11.1%)	$41.4M	0.0%	+84.90%	32
VAVANGUARD CAPITAL MANAGEMENT LLC	Decreased	384,352(-1.8%)	$40.6M	0.0%	+28.24%	0
BlackRock, Inc.	Increased	203,463(+8.8%)	$21.5M	0.0%	+68.82%	31
ROYCE & ASSOCIATES LP	Decreased	170,076	$17.9M	0.1%	+58.44%	0
Boston Partners	Increased	158,375(+20.5%)	$16.7M	0.0%	+48.76%	34
MORGAN STANLEY	Increased	106,924(+21.3%)	$11.3M	0.0%	+82.46%	33
GEODE CAPITAL MANAGEMENT, LLC	Increased	92,029(+6.3%)	$9.7M	0.0%	+164.47%	29
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	86,324(-14.4%)	$9.1M	0.0%	+67.58%	0
STATE STREET CORP	Increased	75,734(+26.6%)	$8M	0.0%	+67.51%	34
TWO SIGMA INVESTMENTS, LP	Increased	62,606(+54.1%)	$6.6M	0.0%	+43.24%	38
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	Decreased	56,690(-21.3%)	$6M	0.0%	+161.20%	0
MILLENNIUM MANAGEMENT LLC	Decreased	56,398(-16.2%)	$6M	0.0%	+80.94%	0
JPMORGAN CHASE & CO	Increased	56,398(+4.8%)	$5.9M	0.0%	+58.01%	28
Empowered Funds, LLC	Increased	49,554(+7.6%)	$5.2M	0.0%	+26.59%	29
Qube Research & Technologies Ltd	Increased	48,060(+74.2%)	$5.1M	0.0%	+37.27%	41
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	46,427(+39.0%)	$4.9M	0.0%	+21.88%	36
VFVANGUARD FIDUCIARY TRUST CO	Increased	41,174(+1.8%)	$4.3M	0.0%	+27.82%	27
GOLDMAN SACHS GROUP INC	Increased	40,240(+7.3%)	$4.2M	0.0%	+61.46%	29
BNP PARIBAS FINANCIAL MARKETS	Increased	37,240(+47.5%)	$3.9M	0.0%	+41.87%	37

Showing 1-20 of 87

Per page:

1 / 5

OPYOPPENHEIMER HOLDINGS-CL A

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Financial Services stocks held by institutions

VVISA INC-CLASS A SHARES

434 holders · $458.6B

JPMJPMORGAN CHASE & CO

418 holders · $572.9B

MAMASTERCARD INC - A

415 holders · $360.8B

BACBANK AMERICA CORP

405 holders · $281.3B

BRK/BBERKSHIRE HATHAWAY INC-CL B

399 holders · $408.8B

SPGIS&P GLOBAL INC

390 holders · $93.4B

WFCWELLS FARGO & CO

386 holders · $181.2B

MSMORGAN STANLEY

385 holders · $266.4B

COFCAPITAL ONE FINANCIAL CORP

384 holders · $97.7B

CCITIGROUP INC

382 holders · $169.7B

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