Oppenheimer Holdings

OPY · NYSE

$100.66+$0.70 (+0.70%)TodayMarket closed ·
Prev close $99.96

Who owns OPY

Largest institutional holders, from their latest 13F filings

The 10 largest institutions hold 63.5% of OPY’s shares.

  • Lowenthal (Albert G)31.9%
  • Propp (Morris)8.4%
  • Dimensional Fund Advisors, L.P.4.9%
  • JB Capital Partners, L.P.4.7%
  • Next 6 largest institutions13.5%
  • All other shareholders36.5%
Top institutional holders of OPY
HolderShares% of shares
Lowenthal (Albert G)3.39M31.93%
Propp (Morris)892.44K8.41%
Dimensional Fund Advisors, L.P.520.33K4.90%
JB Capital Partners, L.P.503.95K4.75%
American Century Investment Management, Inc.391.98K3.69%
Vanguard Capital Management, LLC384.35K3.62%
Royce Investment Partners170.08K1.60%
BlackRock Institutional Trust Company, N.A.164.79K1.55%
RBF Capital, LLC163.77K1.54%
Boston Partners158.38K1.49%

Largest mutual fund holders

Top mutual fund holders of OPY
HolderShares% of shares
Avantis US Small Cap Value ETF314.65K2.97%
Vanguard Total Stock Market Index Fund303.94K2.86%
DFA US Small Cap Value Portfolio129.44K1.22%
Royce Micro-Cap Trust79.81K0.75%
Boston Partners Small Cap Value II Fund74.62K0.70%

Insider trades

Form 4 filings by officers, directors and large holders

Insiders made no open-market buys or sales of OPY in the last 6 months.

Latest OPY insider transactions
InsiderTypeSharesValue
Lowenthal Robert SOther100.00K—

Short interest

Settled Sep 30, 2026

Shares short
98.60K
Days to cover
1.00
% of shares outstanding
0.93%
Average daily volume
136.54K
Change since last report
+0.4%

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