OTEX · Company research

Open Text Corp (OTEX): Ownership & Institutional Holders

Reported institutional positions. Filing dates and sources matter.

RESEARCH CONTEXT

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Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.

80records availableTechnology

Ownership & Institutional Holders data

Database-backed records only

80 rows
holder namecikperiod endshares heldmarket valueownership percentshares changeshares change percentfiling datedata source
CIDEL ASSET MANAGEMENT INC1621915Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)15533343860———Jul 17, 2026SEC_13F_DATASET
True Wealth Design, LLC1966033Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)39864———Jul 16, 2026SEC_13F_DATASET
Larson Financial Group LLC1731061Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1132495———Aug 14, 2026SEC_13F_DATASET
MONTAG A & ASSOCIATES INC829407Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4058971———Aug 5, 2026SEC_13F_DATASET
STATE OF WISCONSIN INVESTMENT BOARD854157Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)945002090823———Aug 14, 2026SEC_13F_DATASET
Cardinal Point Capital Management ULC1950841Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4474499884183———Jul 14, 2026SEC_13F_DATASET
MCF Advisors LLC1602905Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3187044———Aug 12, 2026SEC_13F_DATASET
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1164508Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)8350918184869021———Aug 13, 2026SEC_13F_DATASET
WEDGE CAPITAL MANAGEMENT L L P/NC1015308Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1961534344789———Jul 10, 2026SEC_13F_DATASET
TODD ASSET MANAGEMENT LLC1071483Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)18413407848———Aug 4, 2026SEC_13F_DATASET
Legacy Wealth Asset Management, LLC1846151Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)21435474785———Jul 9, 2026SEC_13F_DATASET
MANUFACTURERS LIFE INSURANCE COMPANY, THE928047Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)12041601266599183———Aug 14, 2026SEC_13F_DATASET
Vanguard Investments Australia, Ltd.1550100Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)665791473593———Aug 13, 2026SEC_13F_DATASET
ARMISTICE CAPITAL, LLC1601086Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)12774282944———Aug 14, 2026SEC_13F_DATASET
Beaird Harris Wealth Management, LLC1908938Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)61813698———Jul 8, 2026SEC_13F_DATASET
Godfrey Financial Associates, Inc.2097943Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)122———Aug 11, 2026SEC_13F_DATASET
PensionDanmark Pensionsforsikringsaktieselskab1897090Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)14600323027———Jul 8, 2026SEC_13F_DATASET
Pacer Advisors, Inc.1616667Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2877476369———Aug 13, 2026SEC_13F_DATASET
Allworth Financial LP1555170Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)237752661———Aug 11, 2026SEC_13F_DATASET
Balyasny Asset Management L.P.1218710Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4192339282969———Aug 14, 2026SEC_13F_DATASET
MACKENZIE FINANCIAL CORP919859Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3556884111650589———Aug 13, 2026SEC_13F_DATASET
Rockefeller Capital Management L.P.1739439Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)78017294———Aug 13, 2026SEC_13F_DATASET
DIMENSIONAL FUND ADVISORS LP354204Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)366861081259709———Aug 11, 2026SEC_13F_DATASET
SUSQUEHANNA ADVISORS GROUP, INC.1444949Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2371785253493———Aug 14, 2026SEC_13F_DATASET
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/109380Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)18399———Jul 31, 2026SEC_13F_DATASET
Man Group plc1637460Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)980002168261———Aug 14, 2026SEC_13F_DATASET
UMB Bank, n.a.933429Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2285050———Aug 13, 2026SEC_13F_DATASET
State of Tennessee, Department of Treasury1587973Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1438573183043———Aug 14, 2026SEC_13F_DATASET
HANTZ FINANCIAL SERVICES, INC.1071061Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)495711098———Aug 13, 2026SEC_13F_DATASET
Munich Reinsurance Co Stock Corp in Munich2090208Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)39446872751———Jul 24, 2026SEC_13F_DATASET
FIRST TRUST ADVISORS LP1125816Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)7215231159716210———Aug 11, 2026SEC_13F_DATASET
VIRTUS ADVISERS, LLC1587281Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)904502839226———Aug 11, 2026SEC_13F_DATASET
Purpose Unlimited Inc.2115120Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)9190205948———Aug 13, 2026SEC_13F_DATASET
Nuveen, LLC1871926Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1534483395054———Aug 11, 2026SEC_13F_DATASET
BANK OF NOVA SCOTIA9631Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)122876427194410———Aug 12, 2026SEC_13F_DATASET
Cornerstone Financial Management LLC2110329Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)801772———Aug 12, 2026SEC_13F_DATASET
Police & Firemen's Retirement System of New Jersey2040686Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)887811964289———Jul 23, 2026SEC_13F_DATASET
BANK OF NOVA SCOTIA TRUST CO1335382Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)42958951520———Aug 11, 2026SEC_13F_DATASET
STIFEL FINANCIAL CORP720672Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1072702376055———Aug 12, 2026SEC_13F_DATASET
WELLINGTON MANAGEMENT GROUP LLP902219Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)50261411120390———Aug 14, 2026SEC_13F_DATASET
Smartleaf Asset Management LLC2010393Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)841856———Aug 12, 2026SEC_13F_DATASET
AMERICAN CENTURY COMPANIES INC748054Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1221212702896———Aug 12, 2026SEC_13F_DATASET
Quantbot Technologies LP1512991Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)872911933496———Aug 12, 2026SEC_13F_DATASET
NATIONAL BANK OF CANADA /FI/926171Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)179396126———Aug 10, 2026SEC_13F_DATASET
SIMPLEX TRADING, LLC1488542Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)657001455255———Aug 12, 2026SEC_13F_DATASET
NEW SOUTH CAPITAL MANAGEMENT INC1044797Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)202802444920732———Aug 10, 2026SEC_13F_DATASET
VANGUARD CAPITAL MANAGEMENT LLC2100119Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)7144557158130480———Aug 13, 2026SEC_13F_DATASET
DEUTSCHE BANK AG\948046Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2439655403825———Aug 7, 2026SEC_13F_DATASET
NORGES BANK1374170Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)324787871812989———Aug 12, 2026SEC_13F_DATASET
Mitsubishi UFJ Trust & Banking Corp1462160Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1008002228905———Aug 6, 2026SEC_13F_DATASET
ALPS ADVISORS INC1376113Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)31762703528———Jul 29, 2026SEC_13F_DATASET
WOLVERINE ASSET MANAGEMENT LLC1279891Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)50011075———Aug 10, 2026SEC_13F_DATASET
WealthCollab, LLC2017870Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)127428220———Aug 10, 2026SEC_13F_DATASET
BRANDES INVESTMENT PARTNERS, LP1015079Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)12207651270399897———Aug 14, 2026SEC_13F_DATASET
LPL Financial LLC1403438Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)691661532030———Aug 7, 2026SEC_13F_DATASET
Arkadios Wealth Advisors1800798Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)914062024652———Aug 10, 2026SEC_13F_DATASET
VANGUARD ASSET MANAGEMENT, Ltd1680208Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)62921013926305———Aug 13, 2026SEC_13F_DATASET
LANARK FINANCIAL, INC.791540Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)16251359959———Jul 21, 2026SEC_13F_DATASET
Callan Family Office, LLC1938970Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)34471763533———Aug 11, 2026SEC_13F_DATASET
FORTRESS FINANCIAL GROUP, LLC2054451Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)831404869———Aug 6, 2026SEC_13F_DATASET
Tidal Investments LLC1600064Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3009976667084———Aug 13, 2026SEC_13F_DATASET
Quantinno Capital Management LP1759654Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)771981709956———Aug 13, 2026SEC_13F_DATASET
Permit Capital, LLC1313978Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)52699611672961———Aug 11, 2026SEC_13F_DATASET
Steward Partners Investment Advisory, LLC1723397Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1112452———Aug 13, 2026SEC_13F_DATASET
JUPITER ASSET MANAGEMENT LTD1215838Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)137874230504819———Aug 10, 2026SEC_13F_DATASET
MERCER GLOBAL ADVISORS INC /ADV853758Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)25167557449———Aug 11, 2026SEC_13F_DATASET
PNC Financial Services Group, Inc.713676Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)12255———Aug 7, 2026SEC_13F_DATASET
EverSource Wealth Advisors, LLC1710537Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1613566———Jul 24, 2026SEC_13F_DATASET
Swiss National Bank1582202Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)47430010467011———Aug 11, 2026SEC_13F_DATASET
Quadrature Capital Ltd1651424Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2528005593228———Aug 7, 2026SEC_13F_DATASET
Kilter Group LLC2058915Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2194851———Aug 11, 2026SEC_13F_DATASET
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO1007280Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)60373513372730———Aug 17, 2026SEC_13F_DATASET
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp1228242Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2966036558112———Aug 13, 2026SEC_13F_DATASET
CAUSEWAY CAPITAL MANAGEMENT LLC1165797Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)36500807567———Aug 13, 2026SEC_13F_DATASET
Aviso Financial Inc.2033534Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1036652293357———Aug 13, 2026SEC_13F_DATASET
SCOTIA CAPITAL INC.1335644Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3839388472855———Aug 11, 2026SEC_13F_DATASET
GUARDIAN CAPITAL LP1224324Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)5097794112789254———Aug 14, 2026SEC_13F_DATASET
CANADA LIFE ASSURANCE Co1046192Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)863821902———Aug 13, 2026SEC_13F_DATASET
DekaBank Deutsche Girozentrale1456228Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)801831778———Aug 5, 2026SEC_13F_DATASET
Bank of New York Mellon Corp1390777Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)5532122534———Aug 6, 2026SEC_13F_DATASET

Informational research only, not financial advice. Forecasts are uncertain and can be wrong.