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Otis Worldwide (OTIS) Institutional Ownership

Otis Worldwide logo
$89.22 -0.24 (-0.26%)
Closing price 03:59 PM Eastern
Extended Trading
$89.27 +0.05 (+0.05%)
As of 07:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Otis Worldwide (NYSE:OTIS)

Current
Institutional Ownership
Percentage
88.03%
Number of
Institutional Buyers
(last 12 months)
725
Total
Institutional Inflows
(last 12 months)
$7.44B
Number of
Institutional Sellers
(last 12 months)
579
Total
Institutional Outflows
(last 12 months)
$5.55B
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OTIS Institutional Buying and Selling by Quarter

Otis Worldwide Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2025 CHICAGO TRUST Co NA4,455$407K0.1%+52.6%0.001%
10/10/2025 Sarasin & Partners LLP3,610,804$329.63M3.2%+0.8%0.920%
10/10/2025 Douglas Lane & Associates LLC2,248$206K0.0%-13.1%0.001%
10/10/2025 Quotient Wealth Partners LLC5,813$532K0.0%-3.8%0.001%
10/10/2025 Abound Wealth Management342$31K0.0%-42.0%0.000%
10/9/2025 Bartlett & CO. Wealth Management LLC9,779$894K0.0%-4.4%0.002%
10/9/2025 Toth Financial Advisory Corp835$76K0.0%+85.6%0.000%
10/9/2025 BDF Gestion19,996$1.83M0.2%-17.2%0.005%
10/9/2025 Louisbourg Investments Inc.59,131$5.41M1.1%+174.5%0.015%
10/9/2025 Sky Investment Group LLC2,318$212K0.0%-4.8%0.001%
10/9/2025 Voya Investment Management LLC140,588$12.85M0.0%-63.3%0.036%
10/9/2025 Dynamic Advisor Solutions LLC2,354$215K0.0%-8.8%0.001%
10/9/2025 First Financial Corp IN1,072$98K0.0%-35.9%0.000%
10/9/2025 Riversedge Advisors LLC3,062$280K0.0%N/A0.001%
10/8/2025 YHB Investment Advisors Inc.21,618$1.98M0.1%-5.2%0.006%
10/8/2025 Ipswich Investment Management Co. Inc.40,891$3.74M0.9%-17.0%0.010%
10/8/2025 Bennett Selby Investments LP2,606$238K0.1%+13.3%0.001%
10/8/2025 Wedmont Private Capital5,519$499K0.0%-20.4%0.001%
10/8/2025 Czech National Bank99,642$9.11M0.1%+3.3%0.025%
10/7/2025 Cooper Financial Group9,986$913K0.1%+39.5%0.003%
10/7/2025 Montecito Bank & Trust2,640$241K0.0%N/A0.001%
10/7/2025 Acropolis Investment Management LLC2,363$234K0.0%N/A0.001%
10/7/2025 Canandaigua National Bank & Trust Co.23,320$2.13M0.2%-1.7%0.006%
10/7/2025 Assenagon Asset Management S.A.554,904$50.74M0.1%-22.2%0.141%
10/7/2025 Carolina Wealth Advisors LLC12,954$1.18M0.5%+11.0%0.003%
10/7/2025 Salem Investment Counselors Inc.7,856$718K0.0%+3.8%0.002%
10/7/2025 Quintet Private Bank Europe S.A.167,311$15.30M0.9%-36.1%0.043%
10/7/2025 Union Bancaire Privee UBP SA10,248$937K0.0%N/A0.003%
10/7/2025 Sanders Morris Harris LLC4,500$411K0.1%+45.8%0.001%
10/6/2025 Moody National Bank Trust Division5,414$495K0.0%+9.4%0.001%
10/6/2025 New England Research & Management Inc.14,575$1.33M0.6%N/A0.004%
10/2/2025 GAMMA Investing LLC6,313$577K0.0%-17.9%0.002%
10/2/2025 AHL Investment Management Inc.12,579$1.15M0.8%+115.7%0.003%
10/1/2025 Farmers Trust Co.2,603$238K0.0%+7.7%0.001%
9/26/2025Corient Private Wealth LLC166,758$16.51M0.0%-6.5%0.042%
9/24/2025Texas Permanent School Fund Corp45,811$4.54M0.0%+5.7%0.012%
9/22/2025Caldwell Trust Co3,933$389K0.0%N/A0.001%
9/4/2025Osaic Holdings Inc.52,639$5.22M0.0%+9.3%0.013%
8/27/2025Orion Porfolio Solutions LLC45,280$4.48M0.0%+2.8%0.012%
8/26/2025Thrivent Financial for Lutherans112,113$11.10M0.0%+249.1%0.029%
8/26/2025MASTERINVEST Kapitalanlage GmbH7,414$734K0.1%N/A0.002%
8/20/2025Kentucky Retirement Systems25,574$2.53M0.1%-6.2%0.007%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund10,854$1.08M0.1%-6.5%0.003%
8/19/2025B. Riley Wealth Advisors Inc.3,730$369K0.0%N/A0.001%
8/19/2025Advisory Services Network LLC4,226$418K0.0%+35.2%0.001%
8/19/2025Anchor Investment Management LLC1,213$120K0.0%-14.3%0.000%
8/19/2025State of Wyoming6,399$634K0.1%-13.6%0.002%
8/19/2025Pitcairn Co.2,971$294K0.0%-32.9%0.001%
8/18/2025Hudson Bay Capital Management LP36,089$3.57M0.0%-38.1%0.009%
8/18/2025Nomura Holdings Inc.18,163$1.80M0.0%+45.1%0.005%
8/18/2025Geneos Wealth Management Inc.2,097$208K0.0%+38.5%0.001%
8/18/2025Caxton Associates LLP4,774$473K0.0%-67.6%0.001%
8/18/2025CYBER HORNET ETFs LLC1,064$105K0.1%N/A0.000%
8/18/2025Rexford Capital Inc.3,688$365K0.3%N/A0.001%
8/16/2025Public Sector Pension Investment Board29,879$2.96M0.0%-44.2%0.008%
8/16/2025FORA Capital LLC23,411$2.32M0.3%+73.9%0.006%
8/16/2025Evergreen Capital Management LLC2,667$264K0.0%+6.3%0.001%
8/16/2025Headlands Technologies LLC8,606$852K0.1%N/A0.002%
8/15/2025CANADA LIFE ASSURANCE Co566,748$56.17M0.1%-8.5%0.144%
8/15/2025Tower Research Capital LLC TRC 21,515$2.13M0.1%+38.9%0.005%
8/15/2025MUFG Securities EMEA plc1,168$116K0.0%N/A0.000%
8/15/2025Howland Capital Management LLC3,252$322K0.0%+14.0%0.001%
8/15/2025Corient Private Wealth LLC166,768$16.51M0.0%-6.5%0.042%
8/15/2025State of Tennessee Department of Treasury144,143$14.27M0.1%+188.3%0.037%
8/15/2025Captrust Financial Advisors94,668$9.37M0.0%+9.1%0.024%
8/15/2025Vident Advisory LLC13,269$1.31M0.0%-5.2%0.003%
8/15/2025Voleon Capital Management LP48,580$4.81M0.3%+255.6%0.012%
8/15/2025Teza Capital Management LLC6,100$604K0.5%N/A0.002%
8/15/2025Tidal Investments LLC26,677$2.64M0.0%+1.6%0.007%
8/15/2025Smartleaf Asset Management LLC1,434$140K0.0%-32.2%0.000%
8/15/2025Royal London Asset Management Ltd.197,799$19.59M0.0%-13.7%0.050%
8/15/2025Rafferty Asset Management LLC35,630$3.53M0.0%+20.3%0.009%
8/15/2025Orion Porfolio Solutions LLC45,280$4.48M0.0%+2.8%0.012%
8/15/2025MML Investors Services LLC61,146$6.06M0.0%-9.3%0.016%
8/15/2025Man Group plc379,625$37.59M0.1%+148.2%0.097%
8/15/2025Meiji Yasuda Asset Management Co Ltd.2,353$233K0.0%-61.1%0.001%
8/15/2025Lazard Asset Management LLC1,886$186K0.0%-82.9%0.000%
8/15/2025London Co. of Virginia2,068,624$204.84M1.2%-3.9%0.527%
8/15/2025HRT Financial LP306,471$30.35M0.1%+8.8%0.078%
8/15/2025Holocene Advisors LP64,988$6.44M0.0%-74.3%0.017%
8/15/2025Hudson Bay Capital Management LP36,089$3.57M0.0%-38.1%0.009%
8/15/2025IHT Wealth Management LLC3,221$319K0.0%-31.3%0.001%
8/15/2025EP Wealth Advisors LLC9,619$952K0.0%+29.7%0.002%
8/15/2025Eventide Asset Management LLC9,801$958K0.0%+82.3%0.002%
8/15/2025Engineers Gate Manager LP195,342$19.34M0.2%N/A0.050%
8/15/2025Curi Capital LLC5,195$514K0.0%N/A0.001%
8/15/2025Beck Mack & Oliver LLC4,232$419K0.0%-3.8%0.001%
8/15/2025BI Asset Management Fondsmaeglerselskab A S17,709$1.75M0.0%+23.5%0.005%
8/15/2025BNP Paribas Financial Markets497,641$49.28M0.0%-10.1%0.127%
8/15/2025Boothbay Fund Management LLC2,103$208K0.0%N/A0.001%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp62,249$6.16M0.0%-18.5%0.016%
8/15/2025Banque Transatlantique SA5,003$498K0.0%-43.9%0.001%
8/15/2025Brevan Howard Capital Management LP12,998$1.29M0.0%+264.9%0.003%
8/15/2025Bank of America Corp DE2,971,913$294.28M0.0%+0.1%0.757%
8/15/2025Ameriprise Financial Inc.301,778$29.88M0.0%+21.7%0.077%
8/15/2025AQR Capital Management LLC1,150,451$112.61M0.1%+341.0%0.293%
8/14/2025California State Teachers Retirement System647,290$64.10M0.1%+1.2%0.165%
8/14/2025Financial Advisors Network Inc.50,386$4.99M0.8%+5.2%0.013%
8/14/2025Raymond James Financial Inc.254,207$25.17M0.0%+2.4%0.065%
8/14/2025Worldquant Millennium Advisors LLC602,115$59.62M0.3%N/A0.153%
(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, 1,208 institutional investors and hedge funds held shares of Otis Worldwide. The most heavily invested institutionals were Vanguard Group Inc. ($4.81B), JPMorgan Chase & Co. ($2.19B), Alliancebernstein L.P. ($1.92B), State Street Corp ($1.59B), Geode Capital Management LLC ($1.06B), Morgan Stanley ($1.04B), and Norges Bank ($721.61M).Learn more on Otis Worldwide's institutional investors.

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

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

Which institutional investors have been buying Otis Worldwide's stock?

Of the 964 institutional investors that purchased Otis Worldwide's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($21.33M), JPMorgan Chase & Co. ($20.45M), Vanguard Group Inc. ($9.65M), PineStone Asset Management Inc. ($5.88M), Franklin Resources Inc. ($3.14M), Marshall Wace LLP ($2.79M), and Van ECK Associates Corp ($2.27M).

How much institutional buying is happening at Otis Worldwide?

Institutional investors have bought a total of 75,445,814 shares in the last 24 months. This purchase volume represents approximately $7.44B in transactions.

Which of Otis Worldwide's major shareholders have been selling company stock?

Of the 579 institutional investors that sold Otis Worldwide's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($15.81M), Grantham Mayo Van Otterloo & Co. LLC ($5.45M), Menora Mivtachim Holdings LTD. ($2.99M), Alliancebernstein L.P. ($2.77M), OMERS ADMINISTRATION Corp ($1.95M), Los Angeles Capital Management LLC ($1.81M), and Fiera Capital Corp ($1.68M).

How much institutional selling is happening at Otis Worldwide?

Institutional investors have sold a total of 56,364,996 shares in the last 24 months. This volume of shares sold represents approximately $5.55B in transactions.


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This page (NYSE:OTIS) was last updated on 10/13/2025 by MarketBeat.com Staff
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