Institutional Ownership Open Text Corp (OTEX)
This table provides information about the institutional ownership of Open Text Corp (OTEX). We have compiled data on the 326 institutions that hold shares in the stock, with a total of 182 Million shares, which have been reported (via 13F filing form) to have a value of $6.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
800
shares
|
$26,944
0.01% of portfolio
|
Q2 2022
Reduced 2.08%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
769
shares
|
$25,899
0.0% of portfolio
|
Q3 2025
Added 228.63%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
751
shares
|
$25,293
0.0% of portfolio
|
Q1 2025
Added 210.33%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
618
shares
|
$20,814
0.0% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Mondrian Investment Partners LTD
London, X0 |
Nov 07, 2025 Q3 2025 |
587
shares
|
$19,770
0.0% of portfolio
|
Q3 2025
Added 146.64%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
572
shares
|
$19,264
0.01% of portfolio
|
Q1 2018
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
537
shares
|
$18,086
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
480
shares
|
$16,166
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
465
shares
|
$15,661
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
405
shares
|
$13,640
0.0% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
400
shares
|
$13,472
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
396
shares
|
$13,337
0.01% of portfolio
|
Q3 2025
Reduced 89.85%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
387
shares
|
$13,034
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
320
shares
|
$10,777
0.0% of portfolio
|
Q3 2025
Added 148.06%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
310
shares
|
$10,440
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
305
shares
|
$10,272
0.0% of portfolio
|
Q1 2025
Added 27.62%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
305
shares
|
$10,272
0.0% of portfolio
|
Q3 2025
Added 56.41%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
285
shares
|
$9,598
0.0% of portfolio
|
Q4 2024
Reduced 38.18%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
279
shares
|
$9,396
0.0% of portfolio
|
Q1 2025
Added 24.55%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
262
shares
|
$8,824
0.0% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
168
shares
|
$5,658
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
163
shares
|
$5,489
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
162
shares
|
$5,456
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
161
shares
|
$5,422
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
155
shares
|
$5,220
0.0% of portfolio
|
Q3 2024
Reduced 47.64%
|
|