Otis Worldwide (OTIS) Institutional Ownership

$96.79
+0.23 (+0.24%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Otis Worldwide (NYSE:OTIS)

Current
Institutional Ownership
Percentage
88.03%
Number of
Institutional Buyers
(last 12 months)
560
Total
Institutional Inflows
(last 12 months)
$3.32B
Number of
Institutional Sellers
(last 12 months)
483
Total
Institutional Outflows
(last 12 months)
$6.75B
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OTIS Institutional Buying and Selling by Quarter

Otis Worldwide Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Plato Investment Management Ltd22,745$2.26M0.2%+2,237.6%0.006%
5/17/2024 iA Global Asset Management Inc.13,702$1.36M0.0%+33.5%0.003%
5/17/2024 Brown Shipley& Co Ltd48,529$4.78M1.5%+12.2%0.012%
5/17/2024 LBP AM SA10,833$1.08M0.0%-9.2%0.003%
5/17/2024 Hancock Whitney Corp2,549$253K0.0%+4.6%0.001%
5/17/2024 Comerica Bank109,843$10.90M0.0%-1.8%0.027%
5/17/2024 Tidal Investments LLC25,252$2.51M0.0%+49.5%0.006%
5/16/2024 California State Teachers Retirement System651,523$64.68M0.1%+0.7%0.161%
5/16/2024 B. Riley Wealth Advisors Inc.8,045$799K0.0%+15.3%0.002%
5/16/2024 Jacobs Levy Equity Management Inc.1,708,294$169.58M0.8%+6.5%0.423%
5/16/2024 Janus Henderson Group PLC89,135$8.85M0.0%+4.2%0.022%
5/16/2024 Silvercrest Asset Management Group LLC25,076$2.49M0.0%+2.2%0.006%
5/16/2024 Zurich Insurance Group Ltd FI18,200$1.81M0.0%N/A0.005%
5/16/2024 Caxton Associates LP16,728$1.66M0.1%N/A0.004%
5/16/2024 Paloma Partners Management Co4,439$441K0.0%-23.4%0.001%
5/15/2024 SVB Wealth LLC4,457$442K0.0%-6.0%0.001%
5/15/2024 Public Employees Retirement System of Ohio163,167$16.20M0.1%-9.1%0.040%
5/15/2024 Public Employees Retirement Association of Colorado55,063$5.47M0.0%-7.5%0.014%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund13,380$1.33M0.1%-8.2%0.003%
5/15/2024 Kentucky Retirement Systems30,791$3.06M0.1%-6.0%0.008%
5/15/2024 Price T Rowe Associates Inc. MD2,265,249$224.87M0.0%-14.6%0.560%
5/15/2024 Lazard Asset Management LLC1,777,643$176.47M0.2%-8.5%0.440%
5/15/2024 LRI Investments LLC29,164$2.82M0.4%N/A0.007%
5/15/2024 Quadrature Capital Ltd40,068$3.98M0.1%+214.8%0.010%
5/15/2024 Cloverfields Capital Group LP96,533$9.58M3.2%+5.2%0.024%
5/15/2024 Gabelli Funds LLC5,200$516K0.0%-13.3%0.001%
5/15/2024 Stonebridge Capital Advisors LLC3,343$332K0.0%N/A0.001%
5/14/2024 Canada Pension Plan Investment Board253,379$25.15M0.0%+65.0%0.063%
5/14/2024 Capital Research Global Investors3,521,581$349.59M0.1%-60.0%0.871%
5/14/2024 Toronto Dominion Bank237,200$23.55M0.0%+1.1%0.059%
5/14/2024 Advisors Asset Management Inc.8,048$799K0.0%+31.6%0.002%
5/14/2024 Axxcess Wealth Management LLC7,960$790K0.0%+92.2%0.002%
5/14/2024 CreativeOne Wealth LLC2,904$288K0.0%N/A0.001%
5/14/2024 Fayez Sarofim & Co954,920$94.80M0.3%+1.1%0.236%
5/14/2024 LGT Group Foundation2,585$257K0.0%-40.1%0.001%
5/14/2024 Shell Asset Management Co.10,065$999K0.0%-42.1%0.002%
5/14/2024 Crewe Advisors LLC1,319$131K0.0%N/A0.000%
5/14/2024 Natixis Investment Managers International4,920$488K0.0%-37.4%0.001%
5/14/2024 Natixis37,492$3.72M0.0%N/A0.009%
5/14/2024 CANADA LIFE ASSURANCE Co657,917$65.39M0.1%-1.9%0.163%
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5/14/2024 American International Group Inc.107,841$10.71M0.0%-1.5%0.027%
5/14/2024 National Bank of Canada FI166,410$16.16M0.0%-2.1%0.041%
5/14/2024 Lake Street Advisors Group LLC2,566$255K0.0%N/A0.001%
5/13/2024 Bessemer Group Inc.13,941$1.39M0.0%-2.7%0.003%
5/13/2024 Delta Asset Management LLC TN73,620$7.31M0.6%+0.6%0.018%
5/13/2024 UniSuper Management Pty Ltd14,831$1.47M0.0%+294.5%0.004%
5/13/2024 Clearbridge Investments LLC1,322,070$131.24M0.1%-2.8%0.327%
5/13/2024 O Shaughnessy Asset Management LLC30,450$3.02M0.0%+19.2%0.008%
5/13/2024 Ameritas Investment Partners Inc.4,486$445K0.0%-3.5%0.001%
5/13/2024 Rockport Wealth LLC4,326$429K0.2%N/A0.001%
5/11/2024 Bahl & Gaynor Inc.402,590$39.97M0.2%+5.4%0.100%
5/10/2024 Osaic Holdings Inc.73,326$7.28M0.0%-29.6%0.018%
5/10/2024 Acadian Asset Management LLC6,798$673K0.0%+322.0%0.002%
5/10/2024 TIAA Trust National Association146,367$14.53M0.0%+668.1%0.036%
5/10/2024 Vanguard Group Inc.45,237,448$4.49B0.1%-1.2%11.188%
5/10/2024 Intech Investment Management LLC39,215$3.89M0.1%+13.7%0.010%
5/10/2024 Clearstead Trust LLC1,018$101K0.0%+15.3%0.000%
5/10/2024 Nicolet Advisory Services LLC2,112$209K0.0%N/A0.001%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp310,342$30.74M0.1%-0.5%0.077%
5/10/2024 Banco Santander S.A.186,071$18.47M0.2%+8.7%0.046%
5/10/2024 TCTC Holdings LLC3,253$323K0.0%-7.1%0.001%
5/9/2024 Blair William & Co. IL14,901$1.48M0.0%-1.6%0.004%
5/9/2024 Orion Portfolio Solutions LLC53,329$5.29M0.1%-4.3%0.013%
5/9/2024 HBK Sorce Advisory LLC4,552$452K0.0%+21.2%0.001%
5/9/2024 Kingsview Wealth Management LLC6,099$605K0.0%+8.1%0.002%
5/9/2024 First Eagle Investment Management LLC20,048$1.99M0.0%+173.7%0.005%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.3,191,118$316.78M0.4%+4.1%0.789%
5/9/2024 State Board of Administration of Florida Retirement System477,478$47.40M0.1%+1.0%0.118%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.626,875$62.23M0.2%-5.3%0.155%
5/8/2024 J.P. Marvel Investment Advisors LLC27,122$2.69M0.5%+25.5%0.007%
5/8/2024 Sheets Smith Wealth Management60,047$5.96M0.7%+5.3%0.015%
5/8/2024 Advisors Preferred LLC84,652$8.34M1.4%N/A0.021%
5/8/2024 Bleakley Financial Group LLC9,726$965K0.0%+1.2%0.002%
5/8/2024 ProShare Advisors LLC67,586$6.71M0.0%+15.3%0.017%
5/8/2024 Commonwealth of Pennsylvania Public School Empls Retrmt SYS89,009$8.84M0.1%-0.7%0.022%
5/8/2024 US Bancorp DE219,065$21.75M0.0%-3.0%0.054%
5/8/2024 Russell Investments Group Ltd.1,285,388$127.69M0.2%+1.9%0.318%
5/8/2024 Washington Trust Advisors Inc.2,300$228K0.0%-16.4%0.001%
5/8/2024 QRG Capital Management Inc.39,156$3.89M0.0%+3.7%0.010%
5/8/2024 Williams Jones Wealth Management LLC.8,000$794K0.0%-10.9%0.002%
5/7/2024 Comgest Global Investors S.A.S.490,251$48.67M0.7%+4.6%0.121%
5/7/2024 Meeder Advisory Services Inc.5,458$542K0.1%+8.3%0.001%
5/7/2024 NorthRock Partners LLC2,404$239K0.0%N/A0.001%
5/7/2024 Choate Investment Advisors4,749$471K0.0%-16.4%0.001%
5/7/2024 Sei Investments Co.166,407$16.52M0.0%-18.0%0.041%
5/7/2024 Anchor Capital Advisors LLC93,381$9.27M0.2%-12.3%0.023%
5/7/2024 Reynders McVeigh Capital Management LLC2,112$210K0.0%-11.0%0.001%
5/7/2024 Foyston Gordon & Payne Inc55,817$5.54M1.3%-1.7%0.014%
5/7/2024 Swiss National Bank1,225,643$121.67M0.1%-4.8%0.303%
5/7/2024 Forsta AP Fonden131,300$13.03M0.1%+30.0%0.032%
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5/7/2024 Mitsubishi UFJ Asset Management UK Ltd.23,500$2.33M1.2%-7.8%0.006%
5/7/2024 Oppenheimer & Co. Inc.9,751$968K0.0%-4.2%0.002%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management17,930$1.78M0.1%+17.8%0.004%
5/7/2024 ANTIPODES PARTNERS Ltd85,810$8.52M0.3%+0.5%0.021%
5/7/2024 SG Americas Securities LLC159,478$15.83M0.1%+37.5%0.039%
5/7/2024 Empowered Funds LLC6,205$616K0.0%+43.6%0.002%
5/7/2024 Sciencast Management LP9,876$980K0.6%N/A0.002%
5/6/2024 Envestnet Portfolio Solutions Inc.22,833$2.27M0.0%+21.9%0.006%
5/6/2024 Empirical Finance LLC15,029$1.49M0.1%+3.4%0.004%
5/6/2024 Cohen Capital Management Inc.47,686$4.73M0.8%+0.6%0.012%
(Data available from 1/1/2016 forward)

OTIS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OTIS shares?

During the previous two years, 1,102 institutional investors and hedge funds held shares of Otis Worldwide. The most heavily invested institutionals were Aspire Private Capital LLC ($47.18B), Vanguard Group Inc. ($4.49B), BlackRock Inc. ($3.14B), State Street Corp ($1.43B), Morgan Stanley ($1.04B), Geode Capital Management LLC ($901.09M), and Quilter Plc ($800.78M).Learn more on OTIS's institutional investors.

What percentage of Otis Worldwide stock is owned by institutional investors?

88.03% of Otis Worldwide stock is owned by institutional investors. Learn more on OTIS's institutional investor holdings.

Which institutional investors have been buying Otis Worldwide stock?

Of the 844 institutional investors that purchased Otis Worldwide stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($7.03M), Vanguard Group Inc. ($6.04M), JPMorgan Chase & Co. ($3.57M), Mitsubishi UFJ Kokusai Asset Management Co. Ltd. ($3.09M), Parnassus Investments LLC ($2.86M), Brown Advisory Inc. ($2.75M), and PineStone Asset Management Inc. ($2.63M).

How much institutional buying is happening at Otis Worldwide?

Institutional investors have bought a total of 77,014,202 shares in the last 24 months. This purchase volume represents approximately $6.17B in transactions.

Which Otis Worldwide major shareholders have been selling company stock?

Of the 702 institutional investors that sold Otis Worldwide stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($41.48M), Capital Research Global Investors ($6.10M), Boston Partners ($2.94M), Fiera Capital Corp ($2.82M), Brown Advisory Inc. ($2.28M), Massachusetts Financial Services Co. MA ($2.22M), and Invesco Ltd. ($2.14M).

How much institutional selling is happening at Otis Worldwide?

Institutional investors have sold a total of 107,929,499 shares in the last 24 months. This volume of shares sold represents approximately $9.09B in transactions.


This page (NYSE:OTIS) was last updated on 5/18/2024 by MarketBeat.com Staff

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