Who owns Oppenheimer Holdings?

Tip: Access positions for across all investors

Analyze quarterly positions in Oppenheimer Holdings with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of Oppenheimer Holdings stock

Who bought or sold Oppenheimer Holdings this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Jb Capital Partners 504k $45M 0% Mar 2026
 View chart
Dimensional Fund Advisors 497k $44M 2% Mar 2026
 View chart
Vanguard Capital Management 391k $35M 100% Mar 2026
 View chart
American Century Companies 353k $32M 10% Mar 2026
 View chart
BlackRock 187k $17M 6% Mar 2026
 View chart
Royce & Associates 170k $15M 56% Mar 2026
 View chart
Rbf Capital 164k $15M 0% Mar 2026
 View chart
Robeco Investment Management 131k $12M 52% Mar 2026
 View chart
Greenwich Wealth Management 101k $9.0M -19% Mar 2026
 View chart
Charles Schwab Investment Management 101k $9.0M -9% Mar 2026
 View chart
Morgan Stanley 88k $7.9M 4% Mar 2026
 View chart
Geode Capital Management 87k $7.7M 18% Mar 2026
 View chart
Bridgeway Capital Management 73k $6.5M 26% Mar 2026
 View chart
Arrowstreet Capital, Limited Partnership 72k $6.4M 9% Mar 2026
 View chart
Millennium Management 67k $6.0M -41% Mar 2026
 View chart
State Street Corporation 60k $5.3M -11% Mar 2026
 View chart
Fort Hoosac Management 55k $4.9M 0% Mar 2026
 View chart
Empowered Funds 46k $4.1M 100% Mar 2026
 View chart
Two Sigma Investments 41k $3.6M 71% Mar 2026
 View chart
Vanguard Fiduciary Trust 40k $3.6M 100% Mar 2026
 View chart
D. E. Shaw & Co 38k $3.4M -24% Mar 2026
 View chart
Goldman Sachs Group 38k $3.3M -19% Mar 2026
 View chart
Algert Coldiron Investors 37k $3.3M 5% Mar 2026
 View chart
Voleon Capital Management 37k $3.3M 59% Mar 2026
 View chart
Vanguard Portfolio Management 33k $3.0M 100% Mar 2026
 View chart
Boothbay Fund Management 32k $2.9M 0% Mar 2026
 View chart
Man Group 32k $2.8M 64% Mar 2026
 View chart
Neuberger Berman Group 30k $2.6M -2% Mar 2026
 View chart
Qube Research & Technologies 28k $2.5M 32% Mar 2026
 View chart
Polen Capital Management 27k $2.4M 65% Mar 2026
 View chart
Bank of America Corporation 26k $2.4M 100% Mar 2026
 View chart
Franklin Resources 26k $2.3M 100% Mar 2026
 View chart
Fisher Investments 25k $2.3M 0% Mar 2026
 View chart
Bnp Paribas Arbitrage, Snc 25k $2.3M -19% Mar 2026
 View chart
Bank Of Oklahoma National Association / 24k $2.1M 0% Mar 2026
 View chart
Invesco 23k $2.0M 259% Mar 2026
 View chart
Renaissance Technologies 23k $2.0M 2% Mar 2026
 View chart
Beverly Hills Private Wealth 23k $2.0M 12% Mar 2026
 View chart
Connor, Clark & Lunn Investment Management 20k $1.8M 2% Mar 2026
 View chart
Citadel Advisors 20k $1.8M -23% Mar 2026
 View chart
EJF Capital 20k $1.8M 0% Mar 2026
 View chart
Bank of New York Mellon 19k $1.7M 10% Mar 2026
 View chart
FMR 18k $1.6M 18% Mar 2026
 View chart
Lazard Asset Management 18k $1.6M 100% Mar 2026
 View chart
Northern Trust 17k $1.5M 4% Mar 2026
 View chart
Round Rock Advisors 15k $1.3M 0% Mar 2026
 View chart
Acadian Asset Management 14k $1.3M -9% Mar 2026
 View chart
TCW Group 14k $1.2M -65% Mar 2026
 View chart
Jane Street 14k $1.2M 100% Mar 2026
 View chart
Tudor Investment Corporation 13k $1.1M -54% Mar 2026
 View chart
Sei Investments 13k $1.1M 58% Mar 2026
 View chart
Trexquant Investment 13k $1.1M 90% Mar 2026
 View chart
Russell Investments 12k $1.1M -30% Mar 2026
 View chart
NorthCrest Asset Manangement 11k $1.0M 0% Mar 2026
 View chart
XTX Topco 10k $902k 63% Mar 2026
 View chart
Canada Pension Plan Investment Board 10k $892k 0% Mar 2026
 View chart
Point72 Asset Management 10k $888k -6% Mar 2026
 View chart
Corsair Capital Management 8.9k $797k 0% Mar 2026
 View chart
Quadrature Capital 8.1k $721k 100% Mar 2026
 View chart
Springbok Capital Management 8.0k $714k 0% Mar 2026
 View chart
Captrust Financial Advisors 7.0k $624k 0% Mar 2026
 View chart
PENN Capital Management 6.8k $611k -21% Mar 2026
 View chart
Brevan Howard Capital Management 6.4k $574k 4% Mar 2026
 View chart
ALPS Advisors 6.0k $535k 100% Mar 2026
 View chart
Ameriprise Financial 5.8k $515k -1% Mar 2026
 View chart
CWM Advisors 5.8k $514k -11% Mar 2026
 View chart
Citigroup 5.6k $502k 100% Mar 2026
 View chart
Aquatic Capital Management 5.0k $444k 513% Mar 2026
 View chart
Susquehanna Portfolio Strategies 4.3k $387k 0% Mar 2026
 View chart
DGS Capital Management 3.7k $328k 3% Mar 2026
 View chart
Jump Financial 3.6k $318k -58% Mar 2026
 View chart
UBS Group 3.5k $316k -20% Mar 2026
 View chart
Virtu Financial 3.5k $314k 100% Mar 2026
 View chart
Verdad Advisers 3.4k $305k 100% Mar 2026
 View chart
Varcov 3.4k $302k 100% Mar 2026
 View chart
Hrt Financial 3.3k $294k -76% Mar 2026
 View chart
Engineers Gate Manager 3.3k $290k 100% Mar 2026
 View chart
Stifel Financial 3.0k $268k 0% Mar 2026
 View chart
CI Private Wealth 2.5k $226k 100% Mar 2026
 View chart
Oppenheimer & Co 2.5k $223k -35% Mar 2026
 View chart
Susquehanna International 2.5k $223k -47% Mar 2026
 View chart
JustInvest 2.5k $223k 100% Mar 2026
 View chart
Vanguard Global Advisers 2.5k $222k 100% Mar 2026
 View chart
Caxton Associates 2.4k $211k -53% Mar 2026
 View chart
O'shaughnessy Asset Management 2.3k $208k -21% Mar 2026
 View chart
Avise Financial Cooperative 2.3k $207k 100% Mar 2026
 View chart
Missouri Trust & Investment 1.9k $170k 0% Mar 2026
 View chart
Quantbot Technologies 1.5k $132k 6% Mar 2026
 View chart
McIlrath & Eck 1.1k $98k 0% Mar 2026
 View chart
Parallel Advisors 776.00 $69k 4% Mar 2026
 View chart
Advisor Group Holdings 700.00 $62k 32% Mar 2026
 View chart
Jones Financial Companies, L.L 431.00 $38k 100% Mar 2026
 View chart
Alaska Retirement Management Board 425.00 $44k 0% Jun 2026
 View chart
Quadrant Capital 412.00 $37k -7% Mar 2026
 View chart
Barclays 339.00 $30k -38% Mar 2026
 View chart
WealthCollab 300.00 $27k 0% Mar 2026
 View chart
Signature 297.00 $31k 27% Jun 2026
 View chart
Rhumbline Advisers 261.00 $23k 21% Mar 2026
 View chart
Ares Financial Consulting 212.00 $22k 0% Jun 2026
 View chart
SRS Capital Advisors 102.00 $88.995000 -79% Mar 2026
 View chart
Eastern Bank 60.00 $6.3k 0% Jun 2026
 View chart
Armstrong Advisory Group 60.00 $6.3k 0% Jun 2026
 View chart
Hanson McClain Advisors 52.00 $4.6k 30% Mar 2026
 View chart
Bessemer 42.00 $4.0k 0% Mar 2026
 View chart
Pinnacle Wealth Planning Services 41.00 $3.7k 0% Mar 2026
 View chart
Farther Finance Advisors 37.00 $3.9k 362% Jun 2026
 View chart
SBI Securities 34.00 $3.0k 100% Mar 2026
 View chart
Smartleaf Asset Management 34.00 $3.0k 0% Mar 2026
 View chart
Fifth Third Bancorp 32.00 $2.9k 28% Mar 2026
 View chart
Quarry 24.00 $2.1k -37% Mar 2026
 View chart
CWM 22.00 $2.0k -8% Mar 2026
 View chart
Royal Bank of Canada 14.00 $1.0k 100% Mar 2026
 View chart
Efficient Wealth Management 11.00 $0 0% Mar 2026
 View chart

Who sold out of Oppenheimer Holdings?

Fund or Company Name Date Sold Shares Held Valued At
Two Sigma Advisers Dec 2025 30k $2.1M
Y-Intercept Dec 2025 20k $1.4M
Marshall Wace Dec 2025 17k $1.2M
Quest Partners Dec 2025 9.0k $652k
Verition Fund Management Dec 2025 6.3k $459k
Walleye Trading Advisors Dec 2025 3.1k $223k
Metis Global Partners Dec 2025 2.8k $202k
State of Tennessee, Treasury Department Dec 2025 2.0k $170k
NISA Investment Advisors Dec 2025 1.2k $89k
Hartland & Co Dec 2025 629.00 $46k
Wealth Enhancement Advisory Services Dec 2025 81.00 $6.2k