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Oppenheimer Holdings Inc. (OPY) institutional ownership

Market cap$996M SectorFinancial Services
Funds holding · Q1 2026
101
reported OPY position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
56 buyers · 45 sellers

Oppenheimer Holdings Inc. (OPY) price and institutional activity

Dates

Q1 2026

$0 bought by 56 investors
Royce & Associates LPBoston Partners +54 more
$0 sold by 45 investors
Millennium Management LLCTwo Sigma Advisers, LP +43 more
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Bought Sold Totals per quarter; hover a bar for the names.

Oppenheimer Holdings Inc. (OPY) institutional activity · 101

Investor Type Est. change Change Δ Own Date
Royce & Associates LP · Added
Change +61K Date Q1 2026
Royce & Associates LP Added· Q1 2026 +61K Q1 2026
Millennium Management LLC · Reduced
Change −47K Date Q1 2026
Millennium Management LLC Reduced· Q1 2026 −47K Q1 2026
Boston Partners · Added
Change +45K Date Q1 2026
Boston Partners Added· Q1 2026 +45K Q1 2026
American Century Companies Inc · Added
Change +33K Date Q1 2026
American Century Companies Inc Added· Q1 2026 +33K Q1 2026
Vanguard · Added
Change +32K Date Q1 2026
Vanguard Added· Q1 2026 +32K Q1 2026
Two Sigma Advisers, LP · Exited
Change −30K Δ Own −100.0% Date Q1 2026
Two Sigma Advisers, LP Exited· Q1 2026 −30K −100.0% Q1 2026
TCW Group Inc · Reduced
Change −25K Date Q1 2026
TCW Group Inc Reduced· Q1 2026 −25K Q1 2026
Greenwich Wealth Management LLC · Reduced
Change −24K Date Q1 2026
Greenwich Wealth Management LLC Reduced· Q1 2026 −24K Q1 2026
Y-Intercept (hong Kong) Ltd · Exited
Change −20K Δ Own −100.0% Date Q1 2026
Y-Intercept (hong Kong) Ltd Exited· Q1 2026 −20K −100.0% Q1 2026
Lazard Asset Management LLC · New
Change +18K Date Q1 2026
Lazard Asset Management LLC New· Q1 2026 +18K Q1 2026
Two Sigma Investments, LP · Added
Change +17K Δ Own +70.6% Date Q1 2026
Two Sigma Investments, LP Added· Q1 2026 +17K +70.6% Q1 2026
Marshall Wace, LLP · Exited
Change −17K Δ Own −100.0% Date Q1 2026
Marshall Wace, LLP Exited· Q1 2026 −17K −100.0% Q1 2026
Invesco Ltd. · Added
Change +17K Δ Own +259.0% Date Q1 2026
Invesco Ltd. Added· Q1 2026 +17K +259.0% Q1 2026
Tudor Investment Corp Et Al · Reduced
Change −15K Date Q1 2026
Tudor Investment Corp Et Al Reduced· Q1 2026 −15K Q1 2026
Bridgeway Capital Management, LLC · Added
Change +15K Date Q1 2026
Bridgeway Capital Management, LLC Added· Q1 2026 +15K Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 101

Famous investor activity in Oppenheimer Holdings Inc. (OPY)

Oppenheimer Holdings Inc. (OPY) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Lowenthal Robert S. · Director Other Form 4 events 100K
Owned 305K Trade date May 8, 2026 Filed date May 11, 2026
Lowenthal Robert S. Director Other Form 4 events 100K 305K May 8, 2026 May 11, 2026
McNamara Dennis P. · Officer Sell −$424K
Price $90.67 Qty −5K Owned 20K Trade date Mar 2, 2026 Filed date Mar 3, 2026
McNamara Dennis P. Officer Sell $90.67 −5K −$424K 20K Mar 2, 2026 Mar 3, 2026
Glasser Teresa · Director Other Form 4 events 1K
Owned 18K Trade date Feb 26, 2026 Filed date Mar 3, 2026
Glasser Teresa Director Other Form 4 events 1K 18K Feb 26, 2026 Mar 3, 2026
Roth R. Lawrence · Director Other Form 4 events 1K
Owned 18K Trade date Feb 26, 2026 Filed date Mar 3, 2026
Roth R. Lawrence Director Other Form 4 events 1K 18K Feb 26, 2026 Mar 3, 2026
Spaulding Suzanne · Director Other Form 4 events 1K
Owned 6K Trade date Feb 26, 2026 Filed date Feb 27, 2026
Spaulding Suzanne Director Other Form 4 events 1K 6K Feb 26, 2026 Feb 27, 2026
Dwyer Timothy Martin · Director Other Form 4 events 1K
Owned 28K Trade date Feb 26, 2026 Filed date Feb 27, 2026
Dwyer Timothy Martin Director Other Form 4 events 1K 28K Feb 26, 2026 Feb 27, 2026
Behrens Evan · Director Other Form 4 events 1K
Owned 7K Trade date Feb 26, 2026 Filed date Feb 27, 2026
Behrens Evan Director Other Form 4 events 1K 7K Feb 26, 2026 Feb 27, 2026
Kanter Stacy J. · Director Other Form 4 events 1K
Owned 6K Trade date Feb 26, 2026 Filed date Feb 27, 2026
Kanter Stacy J. Director Other Form 4 events 1K 6K Feb 26, 2026 Feb 27, 2026
Friedman Paul M. · Director Other Form 4 events 1K
Owned 18K Trade date Feb 26, 2026 Filed date Feb 27, 2026
Friedman Paul M. Director Other Form 4 events 1K 18K Feb 26, 2026 Feb 27, 2026
Lowenthal Albert G. · Director Other Form 4 events 40K
Owned 268K Trade date Feb 6, 2026 Filed date May 11, 2026
Lowenthal Albert G. Director Other Form 4 events 40K 268K Feb 6, 2026 May 11, 2026
Lowenthal Robert S. · Director Other Form 4 events 100K
Owned 205K Trade date Feb 6, 2026 Filed date May 11, 2026
Lowenthal Robert S. Director Other Form 4 events 100K 205K Feb 6, 2026 May 11, 2026
Watkins Brad M. · CFO Other Form 4 events 2K
Owned 20K Trade date Feb 6, 2026 Filed date May 11, 2026
Watkins Brad M. CFO Other Form 4 events 2K 20K Feb 6, 2026 May 11, 2026
McNamara Dennis P. · Officer Other Form 4 events 2K
Owned 12K Trade date Feb 6, 2026 Filed date May 11, 2026
McNamara Dennis P. Officer Other Form 4 events 2K 12K Feb 6, 2026 May 11, 2026
Lowenthal Robert S. · Director 2 operations -39K
Owned 105K Trade date Jan 28, 2026 Filed date Jan 29, 2026
Lowenthal Robert S. Director 2 operations -39K 105K Jan 28, 2026 Jan 29, 2026
Lowenthal Albert G. · Director, Officer, 10% Owner 2 operations -54K
Owned 228K Trade date Jan 28, 2026 Filed date Jan 29, 2026
Lowenthal Albert G. Director, Officer, 10% Owner 2 operations -54K 228K Jan 28, 2026 Jan 29, 2026
15 of 22
15 of 22 Sign in to continue to older insider transactions.

Oppenheimer Holdings Inc. (OPY) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
BlackRock Inc. 198K
% of shares outstanding 1.8% Filing date Jul 7, 2023
BlackRock Inc. 198K 1.8% Jul 7, 2023
Propp Morris 111K
% of shares outstanding 0.9% Filing date Sep 23, 2021
Propp Morris 111K 0.9% Sep 23, 2021
2 of 2

Oppenheimer Holdings Inc. (OPY) ownership FAQ

Who owns OPY?

101 reporting institutions disclosed OPY position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.