OPY

Oppenheimer Holdings-CL A$97.33 3.10%
FinancialsUSCUSIP 683797104· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
82
+6 QoQ
13F Value (tracked)
$298.5M
Insider Net · 180d
-$424K
0↑ 1↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)24 adding · 15 trimming
Insider net (180d)-$424K

Price & smart-money activity

$97.33 3.10%5Y +94.2%
$22.23$47.00$71.77$96.54$121.3120212022202320242025202611221813171618168221013121314121910391514101014121321981712111732118291423242523
Hover for who · click for detailEnd-of-day closing prices52w $61.77 – $115.92
Build

Use OPY data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns OPY

This stock page is the Follow view. The Build view lets your agent query OPY owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/OPY"
Ask your agent
Use Arkolith to show who owns OPY,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

82 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1DIMENSIONAL FUND ADVISORS LP
$44.3M
497K
+1.5%
Added · +7K sh
Q1 2026
2VANGUARD CAPITAL MANAGEMENT LLC
$34.9M
391K
New
+391K sh
Q1 2026
3VANGUARD GROUP INC
$31.7M
438K
+2.8%
Added · +12K sh
Q4 2025
4AMERICAN CENTURY COMPANIES INC
$31.5M
353K
+10%
Added · +33K sh
Q1 2026
5BlackRock, Inc.
$16.7M
187K
+6.2%
Added · +11K sh
Q1 2026
6Boston Partners
$11.7M
131K
+52%
Added · +45K sh
Q1 2026
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$9.0M
101K
−9.1%
Reduced · −10K sh
Q1 2026
8MORGAN STANLEY
$7.9M
88K
+3.9%
Added · +3K sh
Q1 2026
9GEODE CAPITAL MANAGEMENT, LLC
$7.7M
87K
+18%
Added · +13K sh
Q1 2026
10BRIDGEWAY CAPITAL MANAGEMENT, LLC
$6.5M
73K
+26%
Added · +15K sh
Q1 2026
11ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$6.4M
72K
+9.0%
Added · +6K sh
Q1 2026
12MILLENNIUM MANAGEMENT LLC
$6.0M
67K
−41%
Reduced · −47K sh
Q1 2026
13STATE STREET CORP
$5.3M
60K
−11%
Reduced · −8K sh
Q1 2026
14JPMORGAN CHASE & CO
$4.7M
54K
+6.0%
Added · +3K sh
Q1 2026
15Empowered Funds, LLC
$4.1M
46K
New
+46K sh
Q1 2026
16TWO SIGMA INVESTMENTS, LP
$3.6M
41K
+71%
Added · +17K sh
Q1 2026
17VANGUARD FIDUCIARY TRUST CO
$3.6M
40K
New
+40K sh
Q1 2026
18D. E. Shaw & Co., Inc.
$3.4M
38K
−24%
Reduced · −12K sh
Q1 2026
19GOLDMAN SACHS GROUP INC
$3.3M
37K
−19%
Reduced · −9K sh
Q1 2026
20VANGUARD PORTFOLIO MANAGEMENT LLC
$3.0M
33K
New
+33K sh
Q1 2026
21BOOTHBAY FUND MANAGEMENT, LLC
$2.9M
32K
−0.1%
Reduced · −21 sh
Q1 2026
22Man Group plc
$2.8M
32K
+64%
Added · +12K sh
Q1 2026
23Neuberger Berman Group LLC
$2.6M
30K
−2.4%
Reduced · −725 sh
Q1 2026
24Qube Research & Technologies Ltd
$2.5M
28K
+32%
Added · +7K sh
Q1 2026
25POLEN CAPITAL MANAGEMENT LLC
$2.4M
27K
+65%
Added · +11K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
8
funds
Added
16
funds
Reduced
15
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$424K
1 insiders
Net
-$424K
1 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Mar 2, 2026McNAMARA DENNIS PSecretarySell (S)5K$424K
Feb 26, 2026BEHRENS EVANDirectorOther (J)1K
Feb 26, 2026Spaulding SuzanneDirectorOther (J)1K
Feb 26, 2026Glasser TeresaDirectorOther (J)1K
Feb 26, 2026ROTH R LAWRENCEDirectorOther (J)1K
Feb 26, 2026Friedman Paul MDirectorOther (J)1K
Feb 26, 2026Dwyer Timothy MartinDirectorOther (J)1K
Feb 26, 2026Kanter Stacy J.DirectorOther (J)1K
Jan 28, 2026LOWENTHAL ALBERT GCEO, Director, 10% OwnerOther (J)110K
Jan 28, 2026McNAMARA DENNIS PSecretaryOther (J)3K
Jan 28, 2026McNAMARA DENNIS PSecretaryOther (J)5K
Jan 28, 2026LOWENTHAL ALBERT GCEO, Director, 10% OwnerOther (J)56K

Institutional ownership over time

82 funds+23 since Q2 2022
04182Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $267.0M

Funds that own OPY also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT31 funds$9.3B
AMAZON.COM INCAMZN31 funds$8.4B
BROADCOM INCAVGO31 funds$5.5B
ELI LILLY & COLLY31 funds$3.2B
UNITEDHEALTH GROUP INCUNH31 funds$1.4B
AUTOMATIC DATA PROCESSINGADP31 funds$457.3M
NVIDIA CORPNVDA30 funds$13.6B
APPLE INCAAPL30 funds$8.9B
ALPHABET INC-CL AGOOGL30 funds$5.4B
META PLATFORMS INC-CLASS AMETA30 funds$4.5B
ALPHABET INC-CL CGOOG30 funds$4.2B
MASTERCARD INC - AMA30 funds$2.8B

Ranked by how many of OPY's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

15 shown

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for OPY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.