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Otis Worldwide (OTIS) Institutional Ownership

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$97.36 +0.97 (+1.01%)
Closing price 05/2/2025 03:59 PM Eastern
Extended Trading
$97.25 -0.11 (-0.11%)
As of 05/2/2025 05:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
88.03%
Number of
Institutional Buyers
(last 12 months)
611
Total
Institutional Inflows
(last 12 months)
$5.11B
Number of
Institutional Sellers
(last 12 months)
520
Total
Institutional Outflows
(last 12 months)
$3.34B
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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
5/2/2025 Burling Wealth Partners LLC13,094$1.35M0.3%-13.9%0.003%
5/2/2025 Retirement Planning Co of New England Inc.4,160$429K0.1%N/A0.001%
5/2/2025 Commerzbank Aktiengesellschaft FI1,965$203K0.0%N/A0.000%
5/2/2025 Kingsview Wealth Management LLC7,227$746K0.0%-5.4%0.002%
5/2/2025 Graypoint LLC4,414$456K0.0%+3.4%0.001%
5/2/2025 SKY Mountain Capital Management Inc.2,540$262K0.2%N/A0.001%
5/2/2025 Triasima Portfolio Management inc.13,969$1.44M0.3%+78.6%0.004%
5/2/2025 Welch & Forbes LLC263,943$27.24M0.4%-4.9%0.067%
5/2/2025 Cullen Frost Bankers Inc.110,246$11.38M0.2%-2.7%0.028%
5/2/2025 Victory Capital Management Inc.841,633$86.86M0.1%+1.0%0.213%
5/2/2025 Bridgewater Advisors Inc.2,241$213K0.0%N/A0.001%
5/2/2025 Larson Financial Group LLC6,507$672K0.0%-3.8%0.002%
5/2/2025 Wealthfront Advisers LLC43,306$4.47M0.0%+9.3%0.011%
5/2/2025 Whittier Trust Co. of Nevada Inc.18,136$1.87M0.0%+0.9%0.005%
5/2/2025 Whittier Trust Co.12,668$1.31M0.0%-1.9%0.003%
5/2/2025 Graybill Wealth Management LTD.53,832$5.56M1.9%N/A0.014%
5/2/2025 Massachusetts Financial Services Co. MA7,168,333$739.77M0.2%-5.7%1.812%
5/2/2025 Apollon Wealth Management LLC7,914$817K0.0%-4.4%0.002%
5/2/2025 Signaturefd LLC6,430$664K0.0%+12.8%0.002%
5/1/2025 Securian Asset Management Inc.20,997$2.17M0.1%-2.2%0.005%
5/1/2025 ELCO Management Co. LLC6,229$643K0.4%-6.7%0.002%
5/1/2025 CWM LLC16,476$1.70M0.0%-6.0%0.004%
5/1/2025 Louisiana State Employees Retirement System21,300$2.20M0.0%-0.9%0.005%
5/1/2025 Schechter Investment Advisors LLC2,560$264K0.0%N/A0.001%
5/1/2025 New York State Common Retirement Fund237,908$24.55M0.0%-27.4%0.060%
5/1/2025 Mutual of America Capital Management LLC46,121$4.76M0.1%-3.6%0.012%
5/1/2025 Arizona State Retirement System117,230$12.10M0.1%+2.8%0.030%
5/1/2025 Ballentine Partners LLC5,757$594K0.0%+3.9%0.001%
5/1/2025 Diversify Wealth Management LLC13,378$1.27M0.1%+13.7%0.003%
5/1/2025 Xponance Inc.58,937$6.08M0.1%+1.6%0.015%
5/1/2025 Fidelis Capital Partners LLC3,486$360K0.0%-4.1%0.001%
4/30/2025 State of Michigan Retirement System107,607$11.11M0.1%-0.7%0.027%
4/30/2025 MJP Associates Inc. ADV2,138$221K0.0%N/A0.001%
4/30/2025 Cerity Partners LLC333,369$34.40M0.1%+574.2%0.084%
4/30/2025 Alps Advisors Inc.41,500$4.28M0.0%+1.0%0.010%
4/30/2025 Allworth Financial LP32,358$3.34M0.0%+15.1%0.008%
4/30/2025 Quotient Wealth Partners LLC6,146$634K0.0%+5.3%0.002%
4/30/2025 Bridges Investment Management Inc.10,408$1.07M0.0%-7.0%0.003%
4/30/2025 Nisa Investment Advisors LLC116,687$12.04M0.1%+16.0%0.029%
4/30/2025 Banque Pictet & Cie SA214,538$22.14M0.2%-13.0%0.054%
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4/30/2025 New Mexico Educational Retirement Board18,708$1.93M0.1%-2.1%0.005%
4/30/2025 Court Place Advisors LLC2,072$214K0.1%-6.1%0.001%
4/30/2025 Rehmann Capital Advisory Group6,824$704K0.0%+5.8%0.002%
4/30/2025 Greenleaf Trust11,829$1.22M0.0%+12.9%0.003%
4/30/2025 DekaBank Deutsche Girozentrale162,726$16.44M0.0%+2.6%0.041%
4/30/2025 Personal CFO Solutions LLC2,165$223K0.0%N/A0.001%
4/30/2025 Stratos Wealth Partners LTD.6,076$627K0.0%-3.1%0.002%
4/30/2025 M&T Bank Corp180,230$18.60M0.1%-3.7%0.046%
4/30/2025 Brown Advisory Inc.137,836$14.23M0.0%-5.9%0.035%
4/30/2025 Ninety One North America Inc.6,490$670K0.0%-13.8%0.002%
4/30/2025 Davidson Investment Advisors177,066$18.27M0.9%+2.0%0.045%
4/30/2025 Crossmark Global Holdings Inc.24,049$2.48M0.0%-1.3%0.006%
4/29/2025 U.S. Capital Wealth Advisors LLC2,336$241K0.0%N/A0.001%
4/29/2025 Richard Bernstein Advisors LLC35,355$3.65M0.1%-4.3%0.009%
4/29/2025 Callan Capital LLC2,895$299K0.0%+9.3%0.001%
4/29/2025 TD Private Client Wealth LLC7,614$786K0.0%+3.0%0.002%
4/29/2025 Envestnet Asset Management Inc.481,165$49.66M0.0%-13.8%0.122%
4/29/2025 Penserra Capital Management LLC10,350$1.07M0.0%+258.6%0.003%
4/29/2025 Financiere des Professionnels Fonds d investissement inc.57,933$5.98M0.4%-2.1%0.015%
4/29/2025 Concurrent Investment Advisors LLC6,581$679K0.0%+80.8%0.002%
4/29/2025 Simmons Bank5,698$588K0.0%-4.6%0.001%
4/29/2025 HM Payson & Co.107,067$11.05M0.2%-81.2%0.027%
4/29/2025 Bank of New York Mellon Corp2,953,017$304.75M0.1%-8.5%0.746%
4/29/2025 Seascape Capital Management2,385$246K0.1%-93.0%0.001%
4/29/2025 Wayfinding Financial LLC306$31K0.0%N/A0.000%
4/29/2025 Impax Asset Management Group plc96,827$9.99M0.1%-9.3%0.024%
4/29/2025 Brookstone Capital Management40,270$4.16M0.1%N/A0.010%
4/29/2025 Kintegral Advisory LLC2,464$254K0.0%-32.9%0.001%
4/29/2025 IFM Investors Pty Ltd83,161$8.64M0.1%+10.5%0.021%
4/29/2025 Calamos Advisors LLC67,250$6.94M0.0%+1.1%0.017%
4/29/2025 Conning Inc.2,088$215K0.0%N/A0.001%
4/28/2025 North Capital Inc.651$67K0.1%N/A0.000%
4/28/2025 D.A. Davidson & CO.54,813$5.66M0.0%+307.5%0.014%
4/28/2025 Principal Financial Group Inc.476,961$49.22M0.0%+3.1%0.120%
4/28/2025 Mutual Advisors LLC5,002$516K0.0%+15.3%0.001%
4/28/2025 Oregon Public Employees Retirement Fund34,097$3.52M0.1%-0.5%0.009%
4/28/2025 Resonant Capital Advisors LLC3,701$382K0.0%+7.1%0.001%
4/28/2025 Teacher Retirement System of Texas114,053$11.77M0.0%+38.6%0.029%
4/28/2025 First Horizon Advisors Inc.2,032$210K0.0%-51.4%0.001%
4/28/2025 Private Trust Co. NA15,235$1.57M0.2%+6.2%0.004%
4/28/2025 Pinnacle Financial Partners Inc64,985$6.70M0.1%+0.4%0.016%
4/28/2025 Kanawha Capital Management LLC49,689$5.13M0.4%+0.7%0.013%
4/28/2025 Moody Lynn & Lieberson LLC11,492$1.19M0.1%-9.2%0.003%
4/28/2025 Aaron Wealth Advisors LLC5,376$555K0.1%+50.0%0.001%
4/28/2025 Pictet North America Advisors SA104,164$10.75M1.1%+7.8%0.026%
4/28/2025 DAVENPORT & Co LLC12,722$1.31M0.0%-10.2%0.003%
4/28/2025 Summit Trail Advisors LLC14,489$1.50M0.0%+79.5%0.004%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd44,866$4.63M0.0%+1.6%0.011%
4/28/2025 Vontobel Holding Ltd.9,454$976K0.0%-9.1%0.002%
4/25/2025 Mather Group LLC.3,969$410K0.0%+16.3%0.001%
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4/25/2025 Alta Advisers Ltd1,968$203K0.1%N/A0.000%
4/25/2025 Spinnaker Trust2,690$278K0.0%+8.0%0.001%
4/25/2025 WASHINGTON TRUST Co2,858$295K0.0%-19.1%0.001%
4/25/2025 Canandaigua National Bank & Trust Co.23,887$2.47M0.2%-7.0%0.006%
4/25/2025 Valley National Advisers Inc.833$85K0.0%+340.7%0.000%
4/25/2025 New York State Teachers Retirement System288,973$29.82M0.1%-5.0%0.073%
4/25/2025 Amalgamated Bank79,428$8.20M0.1%+0.7%0.020%
4/25/2025 Essex Financial Services Inc.18,928$1.95M0.1%+2.5%0.005%
4/25/2025 KBC Group NV285,628$29.48M0.1%-6.2%0.072%
4/25/2025 Sumitomo Mitsui Trust Group Inc.926,540$95.62M0.1%-1.3%0.234%
(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, 1,174 institutional investors and hedge funds held shares of Otis Worldwide. The most heavily invested institutionals were Vanguard Group Inc. ($4.17B), JPMorgan Chase & Co. ($3.29B), BlackRock Inc. ($3.14B), Alliancebernstein L.P. ($1.83B), State Street Corp ($1.67B), Morgan Stanley ($1.04B), and Geode Capital Management LLC ($1.03B).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 904 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: JPMorgan Chase & Co. ($18.64M), Norges Bank ($14.05M), Vanguard Group Inc. ($6.06M), PineStone Asset Management Inc. ($5.34M), Franklin Resources Inc. ($3.17M), Van ECK Associates Corp ($2.27M), and Bank Julius Baer & Co. Ltd Zurich ($2.07M).

How much institutional buying is happening at Otis Worldwide?

Institutional investors have bought a total of 92,983,452 shares in the last 24 months. This purchase volume represents approximately $8.63B in transactions.

Which Otis Worldwide major shareholders have been selling company stock?

Of the 739 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 ($41.49M), Capital Research Global Investors ($5.88M), Boston Partners ($4.64M), Fiera Capital Corp ($2.63M), PineStone Asset Management Inc. ($2.56M), Brown Advisory Inc. ($2.30M), and Invesco Ltd. ($2.14M).

How much institutional selling is happening at Otis Worldwide?

Institutional investors have sold a total of 108,010,552 shares in the last 24 months. This volume of shares sold represents approximately $9.79B in transactions.



This page (NYSE:OTIS) was last updated on 5/4/2025 by MarketBeat.com Staff
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