Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
275 institutional managers reported holding OTEX for the quarter ended Mar 31, 2026. Together they hold about 76% of shares outstanding; the top 10 hold 46%. 40 opened new positions; 57 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| 1832 Asset Management L.p. | 27.24M | 10.98% | $605.8M | added +15.5% | ≤2013 |
| FIL LTD | 17.18M | 6.93% | $382.2M | added +41.4% | 2022 Q1 |
| Brandes Investment Partners, LP | 12.14M | 4.89% | $269.9M | added +33.3% | 2021 Q3 |
| Vanguard Group | 11.61M | 4.68% | $258.2M | unchanged | 2015 Q1 |
| Manufacturers Life Insurance Company, THE | 10.21M | 4.12% | $227.1M | trimmed -4.9% | 2015 Q2 |
| Royal Bank OF Canada | 9.84M | 3.97% | $218.9M | added +10.9% | ≤2013 |
| Letko, Brosseau & Associates INC | 7.79M | 3.14% | $173.3M | added +37.1% | 2017 Q4 |
| First Trust Advisors LP | 7.37M | 2.97% | $163.9M | trimmed -35.9% | ≤2013 |
| Beutel, Goodman & CO LTD. | 5.12M | 2.06% | $113.8M | trimmed -8.1% | ≤2013 |
| Guardian Capital LP | 4.60M | 1.85% | $102.3M | added +16.7% | ≤2013 |
| Dimensional Fund Advisors | 4.14M | 1.67% | $92.1M | added +24% | ≤2013 |
| Morgan Stanley | 3.72M | 1.50% | $82.7M | added +28.9% | ≤2013 |
| Geode Capital | 3.62M | 1.46% | $80.6M | added +35.1% | ≤2013 |
| Invesco | 3.15M | 1.27% | $70.1M | added +41% | ≤2013 |
| National Bank OF Canada /FI/ | 3.07M | 1.24% | $68.2M | added +9.4% | 2021 Q4 |
| Mackenzie Financial CORP | 2.70M | 1.09% | $60.0M | added +5.5% | ≤2013 |
| Bank OF Montreal /CAN/ | 2.54M | 1.02% | $56.4M | trimmed -20% | ≤2013 |
| Value Partners Investments INC. | 2.41M | 0.97% | $53.7M | added +30% | 2022 Q2 |
| TD Asset Management INC | 2.40M | 0.97% | $53.3M | trimmed -6.3% | ≤2013 |
| Clearbridge Investments, LLC | 2.36M | 0.95% | $52.5M | trimmed -3.4% | 2023 Q4 |
| Cibc World Market INC. | 2.32M | 0.94% | $51.6M | added +2.1% | ≤2013 |
| Legal & General Group PLC | 2.23M | 0.90% | $49.7M | unchanged | ≤2013 |
| NEW South Capital Management INC | 2.20M | 0.89% | $48.8M | trimmed -5.6% | ≤2013 |
| TD Waterhouse Canada INC. | 1.91M | 0.77% | $42.6M | added +132.7% | 2021 Q4 |
| CPP Investment Board | 1.83M | 0.74% | $40.8M | added +0.9% | 2021 Q4 |
| Grantham, Mayo, Van Otterloo & CO. LLC | 1.70M | 0.69% | $37.8M | added +20.7% | 2023 Q2 |
| BlackRock | 1.69M | 0.68% | $37.7M | added +59.7% | ≤2013 |
| Arrowstreet Capital | 1.53M | 0.62% | $34.0M | trimmed -58.5% | 2018 Q1 |
| Bank OF America CORP /DE/ | 1.35M | 0.54% | $30.0M | added +99.1% | ≤2013 |
| Jupiter Asset Management LTD | 1.31M | 0.53% | $29.1M | added +2058.5% | 2025 Q4 |
| Deutsche Bank AG\ | 1.16M | 0.47% | $25.9M | added +6.4% | ≤2013 |
| Federation des caisses Desjardins du Quebec | 1.09M | 0.44% | $24.3M | trimmed -26.7% | 2017 Q1 |
| Arbejdsmarkedets Tillaegspension | 1.05M | 0.42% | $23.3M | added +49.8% | 2025 Q4 |
| Mangrove Partners IM, LLC | 993.2k | 0.40% | $22.1M | unchanged | 2025 Q2 |
| Intact Investment Management INC. | 991.9k | 0.40% | $22.1M | added +36.1% | 2013 Q3 |
| Goldman Sachs | 964.6k | 0.39% | $21.5M | trimmed -31.8% | ≤2013 |
| AustralianSuper Pty LTD | 939.0k | 0.38% | $20.9M | added +78.1% | 2024 Q3 |
| Amundi | 886.8k | 0.36% | $19.7M | trimmed -15.8% | 2017 Q4 |
| Swiss National Bank | 848.2k | 0.34% | $18.9M | added +26.5% | ≤2013 |
| Charles Schwab Investment Management | 842.5k | 0.34% | $18.7M | added +10.3% | 2024 Q2 |
| Bank OF Nova Scotia | 819.2k | 0.33% | $18.2M | unchanged | ≤2013 |
| UBS | 787.1k | 0.32% | $17.5M | added +18.8% | ≤2013 |
| Easterly Investment Partners LLC | 757.2k | 0.30% | $16.8M | added +64% | 2021 Q4 |
| Toronto Dominion Bank | 717.6k | 0.29% | $16.0M | trimmed -8.3% | ≤2013 |
| Korea Investment CORP | 468.9k | 0.19% | $10.4M | added +98% | 2015 Q1 |
| Cardinal Point Capital Management ULC | 446.9k | 0.18% | $9.9M | added +74.2% | 2025 Q1 |
| Neuberger Berman Group LLC | 439.7k | 0.18% | $9.8M | added +7.8% | 2018 Q1 |
| AQR Capital | 430.4k | 0.17% | $9.6M | trimmed -31.3% | 2025 Q3 |
| Wellington Management | 413.0k | 0.17% | $9.2M | added +6.1% | 2018 Q3 |
| Public Sector Pension Investment Board | 389.5k | 0.16% | $8.7M | added +0.6% | 2024 Q4 |
Largest 50 of 275 shown; the full ranked, searchable register is at boothcheck.com/holders/OTEX. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.