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 306 institutions that hold shares in the stock, with a total of 181 Million shares, which have been reported (via 13F filing form) to have a value of $5.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
392
shares
|
$11,560
0.0% of portfolio
|
Q2 2025
Added 6.81%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
305
shares
|
$8,994
0.0% of portfolio
|
Q1 2025
Added 27.62%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
285
shares
|
$8,404
0.0% of portfolio
|
Q4 2024
Reduced 38.18%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
279
shares
|
$8,227
0.0% of portfolio
|
Q1 2025
Added 24.55%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
256
shares
|
$7,549
0.0% of portfolio
|
Q2 2025
Added 884.62%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
255
shares
|
$7,519
0.0% of portfolio
|
Q2 2025
Added 571.05%
|
|
|
Mondrian Investment Partners LTD
London, X0 |
May 13, 2025 Q1 2025 |
238
shares
|
$7,018
0.0% of portfolio
|
Q4 2024
Reduced 49.47%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
228
shares
|
$6,723
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
195
shares
|
$5,750
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
163
shares
|
$4,806
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
155
shares
|
$4,570
0.0% of portfolio
|
Q3 2024
Reduced 47.64%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
129
shares
|
$3,804
0.0% of portfolio
|
Q2 2025
Reduced 37.38%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
112
shares
|
$3,302
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
100
shares
|
$2,949
0.0% of portfolio
|
Q2 2025
Added 17.65%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
95
shares
|
$2,801
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
89
shares
|
$2,624
0.0% of portfolio
|
Q2 2022
Reduced 44.72%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
87
shares
|
$2,565
0.0% of portfolio
|
Q2 2024
Reduced 80.84%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
77
shares
|
$2,270
0.0% of portfolio
|
Q4 2024
Added 26.23%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
67
shares
|
$1,975
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
65
shares
|
$1,916
0.0% of portfolio
|
Q1 2025
Added 364.29%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
59
shares
|
$1,739
0.0% of portfolio
|
Q2 2025
Reduced 24.36%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
52
shares
|
$1,533
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
51
shares
|
$1,503
0.0% of portfolio
|
Q2 2025
Reduced 88.46%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
50
shares
|
$1,474
0.0% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
50
shares
|
$1,474
0.0% of portfolio
|
Q1 2023
New holding
|