OTEX Open Text Corporation
Open Text Corporation (OTEX) Institutional Ownership
What the institutions did with OTEX last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 4.5M | 20.4% |
| BARCLAYS PLC | 4.5M | 20.3% |
| MACKENZIE FINANCIAL CORP | 3.4M | 15.5% |
| Value Partners Investments Inc. | 2.4M | 11.0% |
| INTACT INVESTMENT MANAGEMENT INC. | 1.6M | 7.2% |
| NEW SOUTH CAPITAL MANAGEMENT INC | 1.5M | 6.9% |
| TD Waterhouse Canada Inc. | 861.9K | 3.9% |
| Cardinal Point Capital Management ULC | 441.7K | 2.0% |
| Crossmark Global Holdings, Inc. | 308.2K | 1.4% |
| MONTRUSCO BOLTON INVESTMENTS INC. | 297.0K | 1.4% |
| Access Investment Management LLC | 287.6K | 1.3% |
| CIBC Asset Management Inc | 270.2K | 1.2% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 177.6K | 0.8% |
| Sound Income Strategies, LLC | 171.8K | 0.8% |
| Mirae Asset Global Investments Co., Ltd. | 121.5K | 0.6% |
| Henry James International Management Inc. | 110.3K | 0.5% |
| CITIGROUP INC | 101.9K | 0.5% |
| Vest Financial, LLC | 101.3K | 0.5% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 93.5K | 0.4% |
| Creative Planning | 74.1K | 0.3% |
| Ridgewood Investments LLC | 67.2K | 0.3% |
| Pictet Asset Management Holding SA | 50.5K | 0.2% |
| DekaBank Deutsche Girozentrale | 49.6K | 0.2% |
| Swiss Life Asset Management Ltd | 48.1K | 0.2% |
| SEB Asset Management AB | 45.3K | 0.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| BARCLAYS PLC | Increased | 654.0K | 4.5M | +3.8M |
| TD Waterhouse Canada Inc. | Reduced | 2.0M | 861.9K | -1.1M |
| NEW SOUTH CAPITAL MANAGEMENT INC | Reduced | 2.0M | 1.5M | -501.7K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 4.2M | 4.5M | +293.0K |
| Lorne Steinberg Wealth Management Inc. | Sold Out | 214.0K | 0 | -214.0K |
| Quartz Partners, LLC | Sold Out | 182.6K | 0 | -182.6K |
| MACKENZIE FINANCIAL CORP | Reduced | 3.6M | 3.4M | -138.2K |
| Access Investment Management LLC | Increased | 200.1K | 287.6K | +87.5K |
| INTACT INVESTMENT MANAGEMENT INC. | Increased | 1.5M | 1.6M | +66.1K |
| CITIGROUP INC | Increased | 41.4K | 101.9K | +60.5K |
| Plato Investment Management Ltd | Sold Out | 53.5K | 0 | -53.5K |
| Creative Planning | Reduced | 118.9K | 74.1K | -44.8K |
| DekaBank Deutsche Girozentrale | Reduced | 91.8K | 49.6K | -42.2K |
| Munich Reinsurance Co Stock Corp in Munich | Sold Out | 39.4K | 0 | -39.4K |
| ALPS ADVISORS INC | Sold Out | 31.8K | 0 | -31.8K |
| Crossmark Global Holdings, Inc. | Reduced | 333.5K | 308.2K | -25.2K |
| MONTRUSCO BOLTON INVESTMENTS INC. | Reduced | 318.5K | 297.0K | -21.4K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | Reduced | 196.2K | 177.6K | -18.6K |
| State of Wyoming | Sold Out | 17.6K | 0 | -17.6K |
| Vest Financial, LLC | Increased | 84.1K | 101.3K | +17.2K |
| Mirae Asset Global Investments Co., Ltd. | Increased | 104.4K | 121.5K | +17.1K |
| Thrivent Financial for Lutherans | Reduced | 59.9K | 43.1K | -16.8K |
| PensionDanmark Pensionsforsikringsaktieselskab | Sold Out | 14.6K | 0 | -14.6K |
| IFP Advisors, Inc | Reduced | 14.3K | 106 | -14.2K |
| Kestra Advisory Services, LLC | New | 0 | 13.7K | +13.7K |
| Net Worth Advisory Group | New | 0 | 11.5K | +11.5K |
| Baron Wealth Management LLC | New | 0 | 11.0K | +11.0K |
| Caitong International Asset Management Co., Ltd | Sold Out | 9.4K | 0 | -9.4K |
| CIBC Asset Management Inc | Increased | 262.6K | 270.2K | +7.7K |
| Cardinal Point Capital Management ULC | Reduced | 447.4K | 441.7K | -5.7K |
| Byrne Asset Management LLC | Sold Out | 4.8K | 0 | -4.8K |
| Mitsubishi UFJ Asset Management Co., Ltd. | Increased | 89.1K | 93.5K | +4.4K |
| Mondrian Investment Partners LTD | New | 0 | 3.0K | +3.0K |
| Atria Investments, Inc | Increased | 17.4K | 20.4K | +3.0K |
| Axxion S.A. | Increased | 19.8K | 22.3K | +2.4K |
| Parallel Advisors, LLC | Reduced | 5.2K | 3.1K | -2.1K |
| US BANCORP \DE\ | Reduced | 3.8K | 2.5K | -1.4K |
| Value Partners Investments Inc. | Reduced | 2.4M | 2.4M | -1.1K |
| Bank of New York Mellon Corp | Increased | 44.2K | 45.3K | +1.1K |
| Vise Technologies, Inc. | Increased | 9.2K | 10.2K | +1.1K |
| Ridgewood Investments LLC | Increased | 66.3K | 67.2K | +936 |
| Sound Income Strategies, LLC | Reduced | 172.7K | 171.8K | -895 |
| TODD ASSET MANAGEMENT LLC | Increased | 18.4K | 19.2K | +740 |
| NAPLES GLOBAL ADVISORS, LLC | Reduced | 37.2K | 36.5K | -696 |
| SIGNATUREFD, LLC | Increased | 7.2K | 7.8K | +593 |
| Merit Financial Group, LLC | Increased | 10.6K | 11.2K | +537 |
| LANARK FINANCIAL, INC. | Increased | 16.3K | 16.7K | +497 |
| SIMPLEX TRADING, LLC | Reduced | 1.2K | 760 | -459 |
| Blue Trust, Inc. | Sold Out | 414 | 0 | -414 |
| Latitude Advisors, LLC | New | 0 | 359 | +359 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 623 | 292 | -331 |
| MCF Advisors LLC | Sold Out | 318 | 0 | -318 |
| PNC Financial Services Group, Inc. | Increased | 408 | 687 | +279 |
| Legacy Wealth Asset Management, LLC | Increased | 21.4K | 21.7K | +240 |
| CIDEL ASSET MANAGEMENT INC | Reduced | 15.5K | 15.3K | -221 |
| FIFTH THIRD BANCORP | Sold Out | 197 | 0 | -197 |
| Manchester Capital Management LLC | Increased | 71 | 240 | +169 |
| Guardian Partners Inc. | Reduced | 32.4K | 32.2K | -161 |
| OPPENHEIMER ASSET MANAGEMENT INC. | Increased | 21.2K | 21.4K | +152 |
| KELLEHER FINANCIAL ADVISORS | Sold Out | 141 | 0 | -141 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.