OPY (Oppenheimer Holdings) Institutional Ownership: 39.68% (As of Aug. 21, 2026)

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OPY Oppenheimer Holdings Inc OPY
77 GF Score
Price $113.90
GF Value $80.81
Valuation Significantly Overvalued
! 7 Warning Signs
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What is Oppenheimer Holdings Institutional Ownership?

Oppenheimer Holdings OPY +1.92% 77 Institutional Ownership is 39.68% as of Aug. 21, 2026. GuruFocus rates OPY with a GF Score™ of 77/100 and a GF Value™ of $80.81 (Significantly Overvalued). The stock has 7 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Oppenheimer Holdings's institutional ownership is 39.68%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Oppenheimer Holdings's Insider Ownership is 6.56%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Oppenheimer Holdings's Float Percentage Of Total Shares Outstanding is 65.43%.

Oppenheimer Holdings Institutional Ownership Historical Data

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The historical data trend for Oppenheimer Holdings's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Oppenheimer Holdings Institutional Ownership Chart

Oppenheimer Holdings Historical Data

The historical data trend for Oppenheimer Holdings can be seen below:

2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30 2026-07-31
Institutional Ownership 20.77 20.30 20.53 20.65 21.01 22.35 22.90 23.17 23.96 24.98
OPY
77GF Score
Oppenheimer Holdings Inc OPY
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Oppenheimer Holdings Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 39.68% mean?
Oppenheimer Holdings (OPY) has a Institutional Ownership of 39.68% as of Aug. 21, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Oppenheimer Holdings and its competitors.
Is Oppenheimer Holdings' Institutional Ownership too high?
Oppenheimer Holdings' current Institutional Ownership is 39.68%. Overall, Oppenheimer Holdings has a GF Score™ of 77/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Oppenheimer Holdings' Institutional Ownership compare to PWP and GOLD?
Oppenheimer Holdings' Institutional Ownership of 39.68% can be compared against companies in the Capital Markets industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for a Capital Markets company?
A good Institutional Ownership depends on the Capital Markets industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Oppenheimer Holdings and its competitors. Oppenheimer Holdings's current Institutional Ownership is 39.68%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Oppenheimer Holdings stock overvalued right now?
Based on GuruFocus' analysis, Oppenheimer Holdings (OPY) is currently considered Significantly Overvalued. The stock's GF Value™ is $80.81, compared to a current price of $113.90 — trading 40.9% above its estimated fair value. The current Institutional Ownership is 39.68%. Oppenheimer Holdings' overall GF Score™ is 77/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Oppenheimer Holdings (OPY), the current Institutional Ownership is 39.68% as of Aug. 21, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Oppenheimer Holdings (OPY) Overvalued in 2026?

Based on GuruFocus' analysis, Oppenheimer Holdings stock appears to be overvalued. The current stock price of $113.90 is trading 40.9% above its estimated GF Value™ of $80.81. GuruFocus considers Oppenheimer Holdings to be Significantly Overvalued.

Key valuation signals for OPY:

  • Institutional Ownership: 39.68%
  • GF Value™: $80.81 vs. price of $113.90 (40.9% above fair value)
  • GF Score™: 77/100 with 7 warning signs

No single metric tells the full story. See the OPY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Oppenheimer Holdings Business Description

Address 85 Broad Street, New York, NY, USA, 10004
Oppenheimer Holdings Inc conducts activities in the securities industry. The company is involved in retail securities brokerage, investment banking (both corporate and public finance), institutional sales and trading, market-making, research, trust services, and investment advisory and asset management services. The company has two segments: Wealth Management, and Capital Markets. IT generates maximum revenue from Wealth Management Segment which includes commissions and fee income earned on assets under management (AUM), net interest earnings on client margin loans and cash balances, fees from money market funds, custodian fees and other activities. The company generates the majority of its revenue from the Americas, with the rest from Europe, the Middle East, and Asia.
77GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$113.90
Price
$80.81
GF Value