Oppenheimer Holdings
OPY
118.22
-2.36
-1.96%
Oppenheimer Holdings
US · OPY
#3079 by market cap
Listed 1970
118.22
-2.36
-1.96%
Live - 5344 symbols - heartbeat 63s ago
· 2026-10-08 04:01
Pre-market
118.22
0.00%
After-hours
118.22
0.00%
- Market cap
- 1.27B
- P/E (TTM)i
- 13.12
- P/Bi
- 1.29
- EPSi
- 13.04
- Div yieldi
- 0.63%
- 52W posi
- 88%
Reader sentiment
Are you bullish or bearish on OPY?
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
Distributing
- Total institutional ownership fell 1.0 percentage points.
Institutional ownership
- Held by institutions
- 45.85% -1.00pp
- Institutions
- 144
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
AlignedInstitutions trimmed shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two line up.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Individual/Insider39.02%
Mutual Fund26.91%
Hedge Fund11.20%
Private Company5.34%
Public Company2.14%
Government Pension Fund0.20%
Other15.13%
Top holders as of 2026-03-06
Albert Lowenthal
32.54% · 3.48M sh
Dimensional Fund Advisors
4.86% · 520.33K sh
Alan Weber
4.71% · 503.95K sh
Vanguard Capital Management, LLC
3.97% · 425.53K sh
American Century Investment Management
3.66% · 391.98K sh
A. Propp
2.01% · 214.74K sh
Propp Family Trusts
1.98% · 212.50K sh
BlackRock
1.90% · 203.46K sh
Royce & Associates, LP
1.59% · 170.08K sh
RBF Capital LLC
1.53% · 163.77K sh
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 36 buys · 14 sells
| Name | Role | Stake |
|---|---|---|
| Albert Lowenthal | Chairperson & CEO | 32.54% |
| Robert Lowenthal | President, Senior Managing Director, Head of Oppenheimer & Co. Inc.’s Investment and Director | 1.26% |
| Timothy Dwyer | Independent Director | 0.27% |
| Dennis McNamara | Executive VP, General Counsel & Secretary | 0.19% |
| Paul Friedman | Lead Independent Director | 0.17% |
| R. Roth | Independent Director | 0.17% |
| Teresa Glasser | Independent Director | 0.17% |
| Evan Behrens | Independent Director | 0.07% |
| Suzanne Spaulding | Director | 0.06% |
| Stacy Kanter | Director | 0.06% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-05-07 | Robert Lowenthal | President, Senior Managing Director, Head of Oppenheimer & Co. Inc.’s Investment and Director | Other Derivative Acquisition | +200,000 | -- |
| 2026-03-01 | Dennis McNamara | Executive VP, General Counsel & Secretary | Open Market Disposition | -4,673 | $90.67 |
| 2026-02-25 | R. Roth | Independent Director | Other Acquisition | +1,400 | -- |
| 2026-02-25 | Stacy Kanter | Director | Other Acquisition | +1,400 | -- |
| 2026-02-25 | Evan Behrens | Independent Director | Other Acquisition | +1,400 | -- |
| 2026-02-25 | Suzanne Spaulding | Director | Other Acquisition | +1,400 | -- |
| 2026-02-25 | Timothy Dwyer | Independent Director | Other Acquisition | +1,400 | -- |
| 2026-02-25 | Paul Friedman | Lead Independent Director | Other Acquisition | +1,400 | -- |
| 2026-02-25 | Teresa Glasser | Independent Director | Other Acquisition | +1,400 | -- |
| 2026-02-05 | Albert Lowenthal | Chairperson & CEO | Other Derivative Acquisition | +40,000 | -- |
| 2026-02-05 | Dennis McNamara | Executive VP, General Counsel & Secretary | Other Derivative Acquisition | +2,000 | -- |
| 2026-02-05 | Brad Watkins | Chief Financial Officer | Other Derivative Acquisition | +2,000 | -- |
| 2026-01-27 | Albert Lowenthal | Chairperson & CEO | Other Acquisition | +167,175 | -- |
| 2026-01-27 | Albert Lowenthal | Chairperson & CEO | Other Derivative Disposition | -110,000 | -- |
| 2026-01-27 | Dennis McNamara | Executive VP, General Counsel & Secretary | Other Acquisition | +3,084 | -- |
| 2026-01-27 | Dennis McNamara | Executive VP, General Counsel & Secretary | Other Derivative Disposition | -5,000 | -- |
| 2026-01-27 | Robert Lowenthal | President, Senior Managing Director, Head of Oppenheimer & Co. Inc.’s Investment and Director | Other Acquisition | +35,505 | -- |
| 2026-01-27 | Robert Lowenthal | President, Senior Managing Director, Head of Oppenheimer & Co. Inc.’s Investment and Director | Other Derivative Disposition | -75,000 | -- |
| 2025-11-27 | Albert Lowenthal | Chairperson & CEO | Open Market Acquisition | +131 | $65.19–71.72 |
| 2025-11-27 | Robert Lowenthal | President, Senior Managing Director, Head of Oppenheimer & Co. Inc.’s Investment and Director | Open Market Acquisition | +33 | $65.19–71.72 |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-08 04:01:04 · For reference only, not investment advice and not tailored to your situation.