NEW YORK, NY
OPPENHEIMER HOLDINGS INCOPY— Latest position per institution from SEC 13F filings
15
Institutional holders
3.91M
Total shares held
377.33M
Estimated value
195.58K
Avg. position size
DIMENSIONAL FUND ADVISORS LP
CIK 354204
Shares
520.33K
Value
54.91M
Filed
Jun 30, 2026
JB CAPITAL PARTNERS LP
CIK 1138532
Shares
503.95K
Value
53.19M
Filed
Jun 30, 2026
VANGUARD GROUP INC
CIK 102909
Shares
437.94K
Value
31.66M
Filed
Dec 31, 2025
AMERICAN CENTURY COMPANIES INC
CIK 748054
Shares
391.98K
Value
41.37M
Filed
Jun 30, 2026
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
384.35K
Value
40.56M
Filed
Jun 30, 2026
BLACKROCK, INC.
CIK 2012383
Shares
203.46K
Value
21.47M
Filed
Jun 30, 2026
BLACKROCK FINANCE, INC.
CIK 1364742
Shares
178.89K
Value
8.57M
Filed
Jun 30, 2024
ROYCE & ASSOCIATES LP
CIK 906304
Shares
170.08K
Value
17.95M
Filed
Jun 30, 2026
RBF CAPITAL, LLC
CIK 1134621
Shares
163.77K
Value
17.28M
Filed
Jun 30, 2026
BOSTON PARTNERS
CIK 1386060
Shares
158.38K
Value
16.71M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
106.92K
Value
11.28M
Filed
Jun 30, 2026
GREENWICH WEALTH MANAGEMENT LLC
CIK 1439805
Shares
100.87K
Value
9K
Filed
Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
92.03K
Value
9.72M
Filed
Jun 30, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 884546
Shares
86.32K
Value
9.11M
Filed
Jun 30, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC
CIK 1107261
Shares
76.55K
Value
8.08M
Filed
Jun 30, 2026
STATE STREET CORP
CIK 93751
Shares
75.73K
Value
7.99M
Filed
Jun 30, 2026
ALGERT GLOBAL LLC
CIK 1275218
Shares
74.15K
Value
7.83M
Filed
Jun 30, 2026
ARBITER PARTNERS CAPITAL MANAGEMENT LLC
CIK 1513193
Shares
66.60K
Value
7.03M
Filed
Jun 30, 2026
TWO SIGMA INVESTMENTS, LP
CIK 1179392
Shares
62.61K
Value
6.61M
Filed
Jun 30, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 1164508
Shares
56.69K
Value
5.98M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL FUND ADVISORS LP | 354204 | 520.33K | 54.91M | Jun 30, 2026 |
| 2 | JB CAPITAL PARTNERS LP | 1138532 | 503.95K | 53.19M | Jun 30, 2026 |
| 3 | VANGUARD GROUP INC | 102909 | 437.94K | 31.66M | Dec 31, 2025 |
| 4 | AMERICAN CENTURY COMPANIES INC | 748054 | 391.98K | 41.37M | Jun 30, 2026 |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 384.35K | 40.56M | Jun 30, 2026 |
| 6 | BLACKROCK, INC. | 2012383 | 203.46K | 21.47M | Jun 30, 2026 |
| 7 | BLACKROCK FINANCE, INC. | 1364742 | 178.89K | 8.57M | Jun 30, 2024 |
| 8 | ROYCE & ASSOCIATES LP | 906304 | 170.08K | 17.95M | Jun 30, 2026 |
| 9 | RBF CAPITAL, LLC | 1134621 | 163.77K | 17.28M | Jun 30, 2026 |
| 10 | BOSTON PARTNERS | 1386060 | 158.38K | 16.71M | Jun 30, 2026 |
| 11 | MORGAN STANLEY | 895421 | 106.92K | 11.28M | Jun 30, 2026 |
| 12 | GREENWICH WEALTH MANAGEMENT LLC | 1439805 | 100.87K | 9K | Mar 31, 2026 |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 92.03K | 9.72M | Jun 30, 2026 |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | 86.32K | 9.11M | Jun 30, 2026 |
| 15 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1107261 | 76.55K | 8.08M | Jun 30, 2026 |
| 16 | STATE STREET CORP | 93751 | 75.73K | 7.99M | Jun 30, 2026 |
| 17 | ALGERT GLOBAL LLC | 1275218 | 74.15K | 7.83M | Jun 30, 2026 |
| 18 | ARBITER PARTNERS CAPITAL MANAGEMENT LLC | 1513193 | 66.60K | 7.03M | Jun 30, 2026 |
| 19 | TWO SIGMA INVESTMENTS, LP | 1179392 | 62.61K | 6.61M | Jun 30, 2026 |
| 20 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1164508 | 56.69K | 5.98M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.