OPY · NYSE · Financial - Capital Markets

Oppenheimer (OPY)

Combines wealth management with middle-market investment banking and capital-markets services.

$112.94
After hours−0.02 (−0.01%)
At close$112.96(−5.22%)

13F · 13D/G · Form 4

Institutions≈ 41.92%4.49M shares
127 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders7.51%804.2K shares
11 holders · as of May 11, 2026
Other≈ 50.57%5.42M shares
remainder

10.71M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

This company has 2 share classes; every stake here is a share of the whole company.

13F · 13D/G · Form 4

HolderStakeSharesDate
Dimensional Fund Advisors LPInstitution
4.86%520,326 Aas of Jun 30, 2026
JB Capital Partners LPInstitution
4.71%503,954 Aas of Jun 30, 2026
American Century Companies IncInstitution
3.66%391,977 Aas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
3.59%384,352 Aas of Jun 30, 2026
Albert G. LowenthalInsiderdirector, 10 percent owner, officer: Chairman
3.41%267,500 A · 97,128 Bfiled May 11, 2026
Robert S. LowenthalInsiderdirector, officer: CEO
2.85%305,000 A · 650 Bfiled May 11, 2026
BlackRock, Inc.Institution
1.90%203,463 Aas of Jun 30, 2026
Royce & Associates LPInstitution
1.59%170,076 Aas of Jun 30, 2026
RBF Capital, LLCInstitution
1.53%163,771 Aas of Jun 30, 2026
Boston PartnersInstitution
1.48%158,375 Aas of Jun 30, 2026
Morgan StanleyInstitution
1.00%106,924 Aas of Jun 30, 2026
Geode Capital Management, LLCInstitution
0.86%92,029 Aas of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
0.81%86,324 Aas of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
0.81%86,324 Aas of Jun 30, 2026
Bridgeway Capital Management, LLCInstitution
0.71%76,547 Aas of Jun 30, 2026
State Street CorpInstitution
0.71%75,734 Aas of Jun 30, 2026
Algert Global LLCInstitution
0.69%74,147 Aas of Jun 30, 2026
Arbiter Partners Capital Management LLCInstitution
0.62%66,599 Aas of Jun 30, 2026
Two Sigma Investments, LPInstitution
0.58%62,606 Aas of Jun 30, 2026
Arrowstreet Capital, Limited PartnershipInstitution
0.53%56,690 Aas of Jun 30, 2026
JPMorgan Chase & CoInstitution
0.53%56,398 Aas of Jun 30, 2026
Millennium Management LLCInstitution
0.53%56,398 Aas of Jun 30, 2026
Empowered Funds, LLCInstitution
0.46%49,554 Aas of Jun 30, 2026
Qube Research & Technologies LtdInstitution
0.45%48,060 Aas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
0.43%46,427 Aas of Jun 30, 2026

13F, as of Jun 30, 2026

127 holders · 4.49M shares · 28 new positions · 74 increased · 33 reduced · 20 closed

HolderShares% of companyChg q/qFiled
Dimensional Fund Advisors LP520.3K4.86%+23.3KAug 11, 2026
JB Capital Partners LP504.0K4.71%0Aug 11, 2026
American Century Companies Inc392.0K3.66%+39.2KAug 12, 2026
Vanguard Capital Management LLC384.4K3.59%−6.9KAug 13, 2026
BlackRock, Inc.203.5K1.90%+16.4KAug 7, 2026
Royce & Associates LP170.1K1.59%−3Aug 14, 2026
RBF Capital, LLC163.8K1.53%0Aug 14, 2026
Boston Partners158.4K1.48%+26.9KAug 4, 2026

13D/G · 5% or more, as filed

No 13D/G filer at 5% or more on record.

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Mar 2, 2026
DENNIS P. McNAMARAofficer: Secretary
Sale4,673$90.6720,177

House and Senate disclosures

Not reported.