Oppenheimer
Combines wealth management with middle-market investment banking and capital-markets services.
$119.01
After-hours close−0.25 (−0.21%)
At close$119.26(−0.62%)
Something off on this page? Send us feedback.
Breakdown13F · Form 4
Institutions 48.68%5.16M sharesInsiders 4.78%507.1K sharesOther 46.54%4.94M shares
Shares outstanding 10.61M · Float 6.07M · 57.3% free float
Institutions13F, as of Jun 30, 2026
126 holders · 5.16M shares · 27 new positions · 73 increased · 33 reduced · 20 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| Dimensional Fund Advisors LP | 520.3K | 4.90% | +23.3K | Aug 11, 2026 |
| JB Capital Partners LP | 504.0K | 4.75% | 0 | Aug 11, 2026 |
| American Century Companies Inc | 392.0K | 3.70% | +39.2K | Aug 12, 2026 |
| Vanguard Capital Management LLC | 384.4K | 3.62% | −6.9K | Aug 13, 2026 |
| BlackRock, Inc. | 203.5K | 1.92% | +16.4K | Aug 7, 2026 |
| Royce & Associates LP | 170.1K | 1.60% | −3 | Aug 14, 2026 |
| RBF Capital, LLC | 163.8K | 1.54% | 0 | Aug 14, 2026 |
| Boston Partners | 158.4K | 1.49% | +26.9K | Aug 4, 2026 |
Beneficial owners13D/G · 5% or more, as filed
No 13D/G filer at 5% or more on record.
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Albert G. Lowenthal | director, 10 percent owner, officer: CEO | 254.9K | 2.40% | Jan 29, 2026 |
| Robert S. Lowenthal | director | 129.6K | 1.22% | Jan 29, 2026 |
| Timothy Martin Dwyer | director | 28.4K | 0.27% | Feb 27, 2026 |
| DENNIS P. McNAMARA | officer: Secretary | 20.2K | 0.19% | Mar 3, 2026 |
| Teresa Glasser | director | 18.4K | 0.17% | Mar 3, 2026 |
| R. Lawrence Roth | director | 18.4K | 0.17% | Mar 3, 2026 |
| Paul M. Friedman | director | 18.4K | 0.17% | Feb 27, 2026 |
| Evan Behrens | director | 7.0K | 0.07% | Feb 27, 2026 |
| Stacy J. Kanter | director | 5.9K | 0.06% | Feb 27, 2026 |
| Suzanne Spaulding | director | 5.9K | 0.06% | Feb 27, 2026 |
1 ten-percent owner holds 42.0K shares by Form 4, outside the officers-and-directors figure above · 11 people have not refiled in the last 18 months (3.48M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Mar 2, 2026 | DENNIS P. McNAMARAofficer: Secretary | Sale | 4,673 | $90.67 | 20,177 |
CongressHouse and Senate disclosures
Not reported.