Oppenheimer Holdings-cl A (OPY) — Who Owns This Stock? 13F Breakdown (Q2 2026)

OPY ranks #4141 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

OPY is a top-conviction position for Jb Capital Partners LP — at 8.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in OPY belongs to Dimensional Fund Advisors LP, but the position matters far more to Jb Capital Partners LP, who has 8.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

NorthCrest Asset Manangement, LLC has added to its OPY position for two straight quarters, increasing it by $300.7K to reach $1.3M today.

OPY is down 1.6% today, but institutions show net buying of $103.9M this quarter — a divergence between today's price move and the underlying institutional flow.

OPY posted net income of $102.8M over the trailing twelve months, and currently trades at a P/E of 11.1.

• Profitable — net income of $102.8M over the trailing twelve months
• Revenue grew 23.1% year over year
• Net income improved year over year, from $87.6M to $102.8M
• Generated $188.8M in positive operating cash flow
• Liabilities run 2.77x equity — a highly leveraged balance sheet worth noting