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 |
|---|---|---|---|---|---|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Nov 13, 2025 Q3 2025 |
145
shares
|
$4,883
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
132
shares
|
$4,445
0.0% of portfolio
|
Q3 2025
Added 38.95%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
121
shares
|
$4,075
0.0% of portfolio
|
Q3 2025
Reduced 92.68%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
121
shares
|
$4,075
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
112
shares
|
$3,772
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Oct 09, 2025 Q3 2025 |
110
shares
|
$3,704
0.0% of portfolio
|
Q3 2025
Reduced 99.89%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
103
shares
|
$3,469
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
100
shares
|
$3,368
0.0% of portfolio
|
Q2 2025
Added 17.65%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
89
shares
|
$2,997
0.0% of portfolio
|
Q2 2022
Reduced 44.72%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
77
shares
|
$2,593
0.0% of portfolio
|
Q4 2024
Added 26.23%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
71
shares
|
$2,391
0.0% of portfolio
|
Q3 2025
Added 69.05%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
67
shares
|
$2,256
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
52
shares
|
$1,751
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
50
shares
|
$1,684
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
47
shares
|
$1,582
0.0% of portfolio
|
Q3 2025
Added 27.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
46
shares
|
$1,549
0.0% of portfolio
|
Q3 2025
Reduced 8.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
44
shares
|
$1,481
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
40
shares
|
$1,347
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
39
shares
|
$1,313
0.0% of portfolio
|
Q1 2025
Reduced 67.77%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
38
shares
|
$1,279
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
36
shares
|
$1,212
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
32
shares
|
$1,077
0.0% of portfolio
|
Q3 2025
Added 28.0%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
32
shares
|
$1,077
0.0% of portfolio
|
Q3 2025
Reduced 86.67%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
31
shares
|
$1,044
0.0% of portfolio
|
Q3 2025
Reduced 39.22%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
29
shares
|
$976
0.0% of portfolio
|
Q3 2025
New holding
|
|