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Oppenheimer Holdings Inc
OPYAdd to Watchlist
109.615USD
-2.225-1.99%
Close 07/02, 13:00（ET）Quotes delayed by 15 min
1.17BMarket Cap
11.83P/E TTM
Shareholding Stats
Updated: Sun, May 10
Updated: Sun, May 10
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Lowenthal (Albert G)
31.93%
Propp (Morris)
8.41%
JB Capital Partners, L.P.
4.75%
Dimensional Fund Advisors, L.P.
4.69%
Vanguard Capital Management, LLC
3.69%
Other
46.53%
Shareholders
Shareholders
Proportion
Lowenthal (Albert G)
31.93%
Propp (Morris)
8.41%
JB Capital Partners, L.P.
4.75%
Dimensional Fund Advisors, L.P.
4.69%
Vanguard Capital Management, LLC
3.69%
Other
46.53%
Shareholder Types
Shareholders
Proportion
Individual Investor
42.55%
Investment Advisor/Hedge Fund
13.62%
Investment Advisor
12.96%
Hedge Fund
10.26%
Research Firm
1.89%
Pension Fund
0.36%
Bank and Trust
0.22%
Venture Capital
0.06%
Other
18.08%
Institutional Shareholding
Updated: Wed, Apr 1
Updated: Wed, Apr 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2026Q1
202
4.61M
43.48%
+250.47K
2025Q4
186
4.13M
39.38%
-79.47K
2025Q3
173
4.11M
39.45%
+46.56K
2025Q2
184
8.32M
79.82%
-207.42K
2025Q1
227
8.40M
80.60%
-380.32K
2024Q4
235
8.23M
79.17%
-730.02K
2024Q3
233
8.25M
80.06%
-623.71K
2024Q2
231
8.06M
77.86%
-760.27K
2024Q1
237
7.94M
76.68%
-964.28K
2023Q4
240
8.02M
75.54%
-813.16K
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
Lowenthal (Albert G)
3.39M
31.93%
-2.00
-0.00%
Mar 01, 2026
Propp (Morris)
892.44K
8.41%
--
--
Mar 01, 2026
JB Capital Partners, L.P.
503.95K
4.75%
--
--
Dec 31, 2025
Dimensional Fund Advisors, L.P.
489.65K
4.62%
-3.57K
-0.72%
Dec 31, 2025
American Century Investment Management, Inc.
319.99K
3.02%
+20.78K
+6.94%
Dec 31, 2025
Royce Investment Partners
108.89K
1.03%
-3.51K
-3.12%
Dec 31, 2025
RBF Capital, LLC
163.77K
1.54%
-1.23K
-0.74%
Dec 31, 2025
BlackRock Institutional Trust Company, N.A.
148.68K
1.4%
+1.28K
+0.87%
Dec 31, 2025
Lowenthal (Robert S)
133.88K
1.26%
+46.00
+0.03%
Mar 01, 2026
View more
Related ETFs
Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
Invesco Dorsey Wright SmallCap Momentum ETF
0.33%
Lattice Hartford Multifactor Small Cap ETF
0.19%
Inspire Small/Mid Cap ESG ETF
0.19%
Avantis US Small Cap Equity ETF
0.09%
Avantis US Small Cap Value ETF
0.09%
WisdomTree U.S. SmallCap Dividend Fund
0.04%
Schwab Fundamental U.S. Small Company ETF
0.04%
Fidelity Enhanced Small Cap ETF
0.04%
DFA Dimensional US Small Cap Value ETF
0.01%
Invesco RAFI US 1500 Small-Mid ETF
0.01%
View more
Invesco Dorsey Wright SmallCap Momentum ETF
Proportion0.33%
Lattice Hartford Multifactor Small Cap ETF
Proportion0.19%
Inspire Small/Mid Cap ESG ETF
Proportion0.19%
Avantis US Small Cap Equity ETF
Proportion0.09%
Avantis US Small Cap Value ETF
Proportion0.09%
WisdomTree U.S. SmallCap Dividend Fund
Proportion0.04%
Schwab Fundamental U.S. Small Company ETF
Proportion0.04%
Fidelity Enhanced Small Cap ETF
Proportion0.04%
DFA Dimensional US Small Cap Value ETF
Proportion0.01%
Invesco RAFI US 1500 Small-Mid ETF
Proportion0.01%