Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in OTEX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | 1832 Asset Management L.P. | 25.0M | $554.7M | -8.1% | 10.320% | 0.28% |
| 2 | FIL Ltd | 19.1M | $423.5M | +11.3% | 7.885% | 0.30% |
| 3 | BRANDES INVESTMENT PARTNERS, LP | 13.1M | $289.3M | +7.6% | 5.383% | 2.03% |
| 4 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12.0M | $266.6M | +17.9% | 4.962% | 0.10% |
| 5 | LETKO, BROSSEAU & ASSOCIATES INC | 8.8M | $195.5M | +13.4% | 3.642% | 2.89% |
| 6 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 8.4M | $184.9M | +446.3% | 3.441% | 0.08% |
| 7 | ROYAL BANK OF CANADA | 8.1M | $179.1M | -17.8% | 3.333% | 0.03% |
| 8 | FIRST TRUST ADVISORS LP | 7.2M | $159.7M | -2.1% | 2.973% | 0.09% |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | 7.1M | $158.1M | +1.1% | 2.944% | 0.00% |
| 10 | GUARDIAN CAPITAL LP | 5.1M | $112.8M | +11.5% | 2.101% | 2.74% |
| 11 | MACKENZIE FINANCIAL CORP | 3.6M | $111.7M | +31.9% | 1.466% | 0.11% |
| 12 | MORGAN STANLEY | 4.4M | $97.0M | +17.8% | 1.805% | 0.01% |
| 13 | DIMENSIONAL FUND ADVISORS LP | 4.2M | $93.0M | +1.3% | 1.730% | 0.02% |
| 14 | NATIONAL BANK OF CANADA /FI/ | 3.7M | $81.5M | +20.8% | 1.526% | 0.06% |
| 15 | NORGES BANK | 3.2M | $71.8M | — | 1.338% | 0.01% |
| 16 | CIBC WORLD MARKET INC. | 3.2M | $70.9M | +38.2% | 1.322% | 0.11% |
| 17 | Value Partners Investments Inc. | 2.4M | $53.4M | +0.1% | 0.996% | 3.73% |
| 18 | BANK OF MONTREAL /CAN/ | 2.3M | $51.0M | -9.6% | 0.950% | 0.02% |
| 19 | Amundi | 2.3M | $50.1M | +154.9% | 0.931% | 0.01% |
| 20 | VANGUARD FIDUCIARY TRUST CO | 2.2M | $48.2M | +1.0% | 0.897% | 0.01% |
| 21 | BlackRock, Inc. | 2.1M | $46.1M | +23.0% | 0.859% | 0.00% |
| 22 | GEODE CAPITAL MANAGEMENT, LLC | 1.7M | $45.5M | -53.7% | 0.691% | 0.00% |
| 23 | TD Waterhouse Canada Inc. | 2.0M | $45.2M | +3.3% | 0.815% | 0.12% |
| 24 | NEW SOUTH CAPITAL MANAGEMENT INC | 2.0M | $44.9M | -7.6% | 0.836% | 1.97% |
| 25 | TD ASSET MANAGEMENT INC | 2.0M | $44.8M | -15.5% | 0.835% | 0.04% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in OTEX — a direct measure of their conviction.
Filings activity in OTEX during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 273 | 6.2% | 83.78% | +5.10 pp | $4.53B | +9.6% |
| Q1 2026 | 291 | 2.3% | 78.68% | +5.35 pp | $4.14B | 29% |
| Q4 2025 | 298 | +6.0% | 73.33% | +0.52 pp | $5.82B | 12% |
| Q3 2025 | 281 | +4.1% | 72.81% | 33.41 pp | $6.62B | 16% |
| Q2 2025 | 270 | +4.7% | 106.22% | +36.76 pp | $7.92B | +80% |
| Q1 2025 | 258 | 6.9% | 69.46% | +3.38 pp | $4.41B | 5.0% |
| Q4 2024 | 277 | +2.2% | 66.08% | 0.31 pp | $4.64B | 16% |
| Q3 2024 | 271 | — | 66.39% | — | $5.51B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying OTEX stock.
Based on Q2 2026 13F filings, institutional ownership of Open Text Corporation stands at 83.8%, held across 273 reporting institutions.
1832 Asset Management L.P. is the largest reported institutional holder of OTEX, with approximately 25,041,994 shares worth $0.55B as of Q2 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of OTEX.
Our composite Smart Money Score for OTEX is 40 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
40 institutions opened new positions in OTEX during Q2 2026, while 58 fully exited. 108 added to existing positions and 113 trimmed.
OTEX institutional ownership rose by 5.10 percentage points quarter-over-quarter, with a net change of -18 holders.
The top 10 institutions account for 55.7% of all reported 13F value in OTEX, and the top 25 account for 76.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Open Text Corporation (OTEX) Institutional Ownership