Who owns OTEX (OTEX)
Which tracked institutional funds hold OTEX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OTEX company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on OTEX is one-sided between 2025-Q4 and 2026-Q1: 35 added or opened and 143 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OTEX’s largest tracked holder by dollar value, JARISLOWSKY, FRASER Ltd, sizes it at 4.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OTEX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 289 tracked filers holding OTEX, 173 increased or opened the position and 141 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OTEX between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 16
- VANGUARD CAPITAL MANAGEMENT LLC$157M
- VANGUARD FIDUCIARY TRUST CO$48M
- Vanguard Global Advisers, LLC$38M
- VANGUARD ASSET MANAGEMENT, Ltd$11M
- Sound Income Strategies, LLC$4M
- Vanguard Investments Australia, Ltd.$3M
Full exits 19
- VANGUARD GROUP INC$358M
- CDAM (UK) Ltd$66M
- COOKE & BIELER LP$39M
- MERITAGE PORTFOLIO MANAGEMENT$5M
- Mitsubishi UFJ Trust & Banking Corp$3M
- Man Group plc$3M
Largest adds
- JUPITER ASSET MANAGEMENT LTD$27M
- TD Waterhouse Canada Inc.$23M
- BANK OF AMERICA CORP /DE/$8M
- CITADEL ADVISORS LLC$6M
- AustralianSuper Pty Ltd$4M
- CAPTRUST FINANCIAL ADVISORS$4M
Largest trims
- FIRST TRUST ADVISORS LP$210M
- 1832 Asset Management L.P.$163M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$123M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$86M
- Connor, Clark & Lunn Investment Management Ltd.$75M
- ROYAL BANK OF CANADA$70M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| 1832 Asset Management L.P. added | 27,238,523 | $606M | 10.6% | 2026-Q1 |
| FIL Ltd added | 17,184,000 | $383M | 6.7% | 2026-Q1 |
| BRANDES INVESTMENT PARTNERS, LP added | 12,135,998 | $270M | 4.7% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 10,210,601 | $227M | 4.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 9,843,494 | $219M | 3.8% | 2026-Q1 |
| LETKO, BROSSEAU & ASSOCIATES INC added | 7,790,553 | $173M | 3.0% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 7,369,594 | $164M | 2.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 7,066,513 | $157M | 2.8% | 2026-Q1 |
| Beutel, Goodman & Co Ltd. trimmed | 5,118,468 | $114M | 2.0% | 2026-Q1 |
| GUARDIAN CAPITAL LP added | 4,570,672 | $102M | 1.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 4,142,610 | $92M | 1.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,621,943 | $87M | 1.5% | 2026-Q1 |
| NORGES BANK added | 3,298,089 | $83M | 1.5% | 2026-Q1 |
| MORGAN STANLEY added | 3,718,579 | $83M | 1.5% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 3,066,599 | $68M | 1.2% | 2026-Q1 |
| Invesco Ltd. added | 2,754,966 | $61M | 1.1% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 2,697,717 | $60M | 1.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 2,535,408 | $57M | 1.0% | 2026-Q1 |
| Value Partners Investments Inc. added | 2,413,989 | $54M | 0.9% | 2026-Q1 |
| TD Asset Management Inc trimmed | 2,398,623 | $53M | 0.9% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 2,360,741 | $53M | 0.9% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 2,321,695 | $52M | 0.9% | 2026-Q1 |
| Legal & General Group Plc trimmed | 2,233,698 | $50M | 0.9% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 1,913,487 | $49M | 0.9% | 2026-Q1 |
| NEW SOUTH CAPITAL MANAGEMENT INC trimmed | 2,195,364 | $49M | 0.9% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 2,157,000 | $48M | 0.8% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 1,834,379 | $41M | 0.7% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 1,722,333 | $38M | 0.7% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 1,700,642 | $38M | 0.7% | 2026-Q1 |
| BlackRock, Inc. added | 1,693,431 | $38M | 0.7% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 1,528,570 | $34M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,349,545 | $30M | 0.5% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD added | 1,306,385 | $29M | 0.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 1,164,695 | $26M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,153,175 | $25M | 0.4% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec trimmed | 1,092,333 | $24M | 0.4% | 2026-Q1 |
| Arbejdsmarkedets Tillaegspension added | 1,045,953 | $23M | 0.4% | 2026-Q1 |
| MANGROVE PARTNERS IM, LLC | 993,199 | $22M | 0.4% | 2026-Q1 |
| INTACT INVESTMENT MANAGEMENT INC. added | 991,940 | $22M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 964,621 | $21M | 0.4% | 2026-Q1 |
| AustralianSuper Pty Ltd added | 939,036 | $21M | 0.4% | 2026-Q1 |
| Amundi trimmed | 886,777 | $20M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 848,200 | $19M | 0.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 842,525 | $19M | 0.3% | 2026-Q1 |
| UBS Group AG added | 786,545 | $17M | 0.3% | 2026-Q1 |
| BANK OF NOVA SCOTIA trimmed | 765,730 | $17M | 0.3% | 2026-Q1 |
| EASTERLY INVESTMENT PARTNERS LLC added | 757,196 | $17M | 0.3% | 2026-Q1 |
| TORONTO DOMINION BANK trimmed | 717,587 | $16M | 0.3% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 513,937 | $11M | 0.2% | 2026-Q1 |
| Korea Investment CORP added | 468,938 | $10M | 0.2% | 2026-Q1 |
| Cardinal Point Capital Management ULC added | 446,889 | $10M | 0.2% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 439,715 | $10M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 430,367 | $9M | 0.2% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 408,508 | $9M | 0.2% | 2026-Q1 |
| Public Sector Pension Investment Board added | 389,506 | $9M | 0.2% | 2026-Q1 |
| MUFG SECURITIES (CANADA), LTD. trimmed | 371,721 | $8M | 0.1% | 2026-Q1 |
| Permit Capital, LLC added | 360,000 | $8M | 0.1% | 2026-Q1 |
| Crossmark Global Holdings, Inc. trimmed | 342,173 | $8M | 0.1% | 2026-Q1 |
| Access Investment Management LLC added | 320,215 | $7M | 0.1% | 2026-Q1 |
| Northwest & Ethical Investments L.P. added | 318,545 | $7M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 314,700 | $7M | 0.1% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 305,919 | $7M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 303,159 | $7M | 0.1% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 288,479 | $6M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 276,876 | $6M | 0.1% | 2026-Q1 |
| Scheer, Rowlett & Associates Investment Management Ltd. trimmed | 256,800 | $6M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 255,601 | $6M | 0.1% | 2026-Q1 |
| CIBC Asset Management Inc trimmed | 252,685 | $6M | 0.1% | 2026-Q1 |
| Polar Capital Holdings Plc trimmed | 250,542 | $6M | 0.1% | 2026-Q1 |
| AVIVA PLC added | 245,938 | $5M | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 240,654 | $5M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 234,242 | $5M | 0.1% | 2026-Q1 |
| MONTRUSCO BOLTON INVESTMENTS INC. trimmed | 214,625 | $5M | 0.1% | 2026-Q1 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp added | 212,324 | $5M | 0.1% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 211,860 | $5M | 0.1% | 2026-Q1 |
| Lorne Steinberg Wealth Management Inc. added | 204,343 | $5M | 0.1% | 2026-Q1 |
| Investment Management Corp of Ontario added | 200,688 | $4M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 177,527 | $4M | 0.1% | 2026-Q1 |
| Nuveen, LLC | 176,935 | $4M | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 175,410 | $4M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 173,155 | $4M | 0.1% | 2026-Q1 |
| Sound Income Strategies, LLC new | 168,985 | $4M | 0.1% | 2026-Q1 |
| THORNBURG INVESTMENT MANAGEMENT INC added | 170,733 | $4M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 166,249 | $4M | 0.1% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 153,394 | $3M | 0.1% | 2026-Q1 |
| State of Tennessee, Department of Treasury trimmed | 147,339 | $3M | 0.1% | 2026-Q1 |
| Creative Planning added | 145,676 | $3M | 0.1% | 2026-Q1 |
| JARISLOWSKY, FRASER Ltd added | 21,150,154 | $791M | 13.9% | 2025-Q3 stale |
| VANGUARD GROUP INC trimmed | 10,985,034 | $358M | 6.3% | 2025-Q4 stale |
| HARRIS ASSOCIATES L P trimmed | 5,498,367 | $161M | 2.8% | 2025-Q2 stale |
| CDAM (UK) Ltd added | 2,017,255 | $66M | 1.2% | 2025-Q4 stale |
| COOKE & BIELER LP trimmed | 1,202,951 | $39M | 0.7% | 2025-Q4 stale |
| HSBC HOLDINGS PLC added | 588,482 | $22M | 0.4% | 2025-Q3 stale |
| AXA S.A. added | 730,661 | $21M | 0.4% | 2025-Q2 stale |
| AXA Investment Managers S.A. new | 258,358 | $10M | 0.2% | 2025-Q3 stale |
| Addenda Capital Inc. trimmed | 169,703 | $6M | 0.1% | 2025-Q1 stale |
| Achmea Investment Management B.V. added | 152,028 | $6M | 0.1% | 2025-Q3 stale |
| MERITAGE PORTFOLIO MANAGEMENT added | 154,162 | $5M | 0.1% | 2025-Q4 stale |
| Allspring Global Investments Holdings, LLC added | 187,565 | $5M | 0.1% | 2025-Q1 stale |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 87,200 | $3M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.