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Otis Worldwide (OTIS) Institutional Ownership

Otis Worldwide logo
$89.00 -0.33 (-0.37%)
Closing price 03:59 PM Eastern
Extended Trading
$88.75 -0.25 (-0.28%)
As of 04:27 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.
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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)
721
Total
Institutional Inflows
(last 12 months)
$7.46B
Number of
Institutional Sellers
(last 12 months)
584
Total
Institutional Outflows
(last 12 months)
$5.54B
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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
9/22/2025Caldwell Trust Co3,933$389K0.0%N/A0.001%
9/4/2025 Osaic Holdings Inc.52,639$5.22M0.0%+9.3%0.013%
8/27/2025 Orion Porfolio Solutions LLC45,280$4.48M0.0%+2.8%0.012%
8/26/2025 Thrivent Financial for Lutherans112,113$11.10M0.0%+249.1%0.029%
8/26/2025 MASTERINVEST Kapitalanlage GmbH7,414$734K0.1%N/A0.002%
8/20/2025 Kentucky Retirement Systems25,574$2.53M0.1%-6.2%0.007%
8/20/2025 Kentucky Retirement Systems Insurance Trust Fund10,854$1.08M0.1%-6.5%0.003%
8/19/2025 B. Riley Wealth Advisors Inc.3,730$369K0.0%N/A0.001%
8/19/2025 Advisory Services Network LLC4,226$418K0.0%+35.2%0.001%
8/19/2025 Anchor Investment Management LLC1,213$120K0.0%-14.3%0.000%
8/19/2025 State of Wyoming6,399$634K0.1%-13.6%0.002%
8/19/2025 Pitcairn Co.2,971$294K0.0%-32.9%0.001%
8/18/2025 Hudson Bay Capital Management LP36,089$3.57M0.0%-38.1%0.009%
8/18/2025 Nomura Holdings Inc.18,163$1.80M0.0%+45.1%0.005%
8/18/2025 Geneos Wealth Management Inc.2,097$208K0.0%+38.5%0.001%
8/18/2025 Caxton Associates LLP4,774$473K0.0%-67.6%0.001%
8/18/2025 CYBER HORNET ETFs LLC1,064$105K0.1%N/A0.000%
8/18/2025 Rexford Capital Inc.3,688$365K0.3%N/A0.001%
8/16/2025 Public Sector Pension Investment Board29,879$2.96M0.0%-44.2%0.008%
8/16/2025 FORA Capital LLC23,411$2.32M0.3%+73.9%0.006%
8/16/2025 Evergreen Capital Management LLC2,667$264K0.0%+6.3%0.001%
8/16/2025 Headlands Technologies LLC8,606$852K0.1%N/A0.002%
8/15/2025 CANADA LIFE ASSURANCE Co566,748$56.17M0.1%-8.5%0.144%
8/15/2025 Tower Research Capital LLC TRC 21,515$2.13M0.1%+38.9%0.005%
8/15/2025 MUFG Securities EMEA plc1,168$116K0.0%N/A0.000%
8/15/2025 Howland Capital Management LLC3,252$322K0.0%+14.0%0.001%
8/15/2025 Corient Private Wealth LLC166,768$16.51M0.0%-6.5%0.042%
8/15/2025 State of Tennessee Department of Treasury144,143$14.27M0.1%+188.3%0.037%
8/15/2025 Captrust Financial Advisors94,668$9.37M0.0%+9.1%0.024%
8/15/2025 Vident Advisory LLC13,269$1.31M0.0%-5.2%0.003%
8/15/2025 Voleon Capital Management LP48,580$4.81M0.3%+255.6%0.012%
8/15/2025 Teza Capital Management LLC6,100$604K0.5%N/A0.002%
8/15/2025 Tidal Investments LLC26,677$2.64M0.0%+1.6%0.007%
8/15/2025 Smartleaf Asset Management LLC1,434$140K0.0%-32.2%0.000%
8/15/2025 Royal London Asset Management Ltd.197,799$19.59M0.0%-13.7%0.050%
8/15/2025 Rafferty Asset Management LLC35,630$3.53M0.0%+20.3%0.009%
8/15/2025 Orion Porfolio Solutions LLC45,280$4.48M0.0%+2.8%0.012%
8/15/2025 MML Investors Services LLC61,146$6.06M0.0%-9.3%0.016%
8/15/2025 Man Group plc379,625$37.59M0.1%+148.2%0.097%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.2,353$233K0.0%-61.1%0.001%
8/15/2025 Lazard Asset Management LLC1,886$186K0.0%-82.9%0.000%
8/15/2025 London Co. of Virginia2,068,624$204.84M1.2%-3.9%0.527%
8/15/2025 HRT Financial LP306,471$30.35M0.1%+8.8%0.078%
8/15/2025 Holocene Advisors LP64,988$6.44M0.0%-74.3%0.017%
8/15/2025 Hudson Bay Capital Management LP36,089$3.57M0.0%-38.1%0.009%
8/15/2025 IHT Wealth Management LLC3,221$319K0.0%-31.3%0.001%
8/15/2025 EP Wealth Advisors LLC9,619$952K0.0%+29.7%0.002%
8/15/2025 Eventide Asset Management LLC9,801$958K0.0%+82.3%0.002%
8/15/2025 Engineers Gate Manager LP195,342$19.34M0.2%N/A0.050%
8/15/2025 Curi Capital LLC5,195$514K0.0%N/A0.001%
8/15/2025 Beck Mack & Oliver LLC4,232$419K0.0%-3.8%0.001%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S17,709$1.75M0.0%+23.5%0.005%
8/15/2025 BNP Paribas Financial Markets497,641$49.28M0.0%-10.1%0.127%
8/15/2025 Boothbay Fund Management LLC2,103$208K0.0%N/A0.001%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp62,249$6.16M0.0%-18.5%0.016%
8/15/2025 Banque Transatlantique SA5,003$498K0.0%-43.9%0.001%
8/15/2025 Brevan Howard Capital Management LP12,998$1.29M0.0%+264.9%0.003%
8/15/2025 Bank of America Corp DE2,971,913$294.28M0.0%+0.1%0.757%
8/15/2025 Ameriprise Financial Inc.301,778$29.88M0.0%+21.7%0.077%
8/15/2025 AQR Capital Management LLC1,150,451$112.61M0.1%+341.0%0.293%
8/14/2025 California State Teachers Retirement System647,290$64.10M0.1%+1.2%0.165%
8/14/2025 Financial Advisors Network Inc.50,386$4.99M0.8%+5.2%0.013%
8/14/2025 Raymond James Financial Inc.254,207$25.17M0.0%+2.4%0.065%
8/14/2025 Worldquant Millennium Advisors LLC602,115$59.62M0.3%N/A0.153%
8/14/2025 Canada Pension Plan Investment Board555,395$55.00M0.0%+18.0%0.142%
8/14/2025 Occudo Quantitative Strategies LP33,644$3.33M0.4%N/A0.009%
8/14/2025 Quantinno Capital Management LP174,567$17.29M0.1%-8.3%0.044%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.44,048$4.36M0.0%-4.6%0.011%
8/14/2025 Diversify Wealth Management LLC15,009$1.49M0.1%+12.2%0.004%
8/14/2025 Alliancebernstein L.P.19,378,760$1.92B0.6%+3.2%4.938%
8/14/2025 Peapack Gladstone Financial Corp74,668$7.39M0.1%+1.2%0.019%
8/14/2025 Ieq Capital LLC27,607$2.73M0.0%+341.9%0.007%
8/14/2025 ICW Investment Advisors LLC6,839$677K0.3%+3.6%0.002%
8/14/2025 Treasurer of the State of North Carolina184,604$18.28M0.1%+1.1%0.047%
8/14/2025 Glenview Trust co7,024$696K0.0%-5.3%0.002%
8/14/2025 The Manufacturers Life Insurance Company 222,814$22.06M0.0%-3.1%0.057%
8/14/2025 CIBC Asset Management Inc179,325$17.76M0.1%+6.6%0.046%
8/14/2025 BNP Paribas58,127$5.69M0.2%-2.6%0.015%
8/14/2025 Squarepoint Ops LLC677,565$67.09M0.1%+20.4%0.173%
8/14/2025 Sei Investments Co.432,783$42.86M0.0%+132.8%0.110%
8/14/2025 Nebula Research & Development LLC52,423$5.19M0.4%+247.4%0.013%
8/14/2025 Dearborn Partners LLC6,168$611K0.0%-64.9%0.002%
8/14/2025 NewEdge Advisors LLC10,222$1.01M0.0%+13.3%0.003%
8/14/2025 Menora Mivtachim Holdings LTD.3,500$347K0.0%-99.7%0.001%
8/14/2025 Qube Research & Technologies Ltd1,154,504$114.32M0.1%N/A0.294%
8/14/2025 Investment Management Corp of Ontario9,708$961K0.0%-14.1%0.002%
8/14/2025 iSAM Funds UK Ltd25,586$2.53M0.6%+56.4%0.007%
8/14/2025 AXA S.A.188,353$18.65M0.1%-3.5%0.048%
8/14/2025 Lombard Odier Asset Management USA Corp2,475$245K0.0%N/A0.001%
8/14/2025 Fayez Sarofim & Co1,112,571$110.17M0.3%-0.1%0.283%
8/14/2025 State Street Corp16,039,583$1.59B0.1%+0.2%4.087%
8/14/2025 Daiwa Securities Group Inc.70,624$6.99M0.0%+25.1%0.018%
8/14/2025 CoreFirst Bank & Trust623$62K0.0%N/A0.000%
8/14/2025 Natixis84,026$8.32M0.0%+226.4%0.021%
8/14/2025 Ossiam8,646$856K0.0%-1.9%0.002%
8/14/2025 Bank of Nova Scotia45,302$4.49M0.0%+1.6%0.012%
8/14/2025 Baker Avenue Asset Management LP4,463$442K0.0%-6.7%0.001%
8/14/2025 Bollard Group LLC11,643$1.15M0.0%+3.2%0.003%
8/14/2025 California Public Employees Retirement System679,906$67.32M0.0%+6.8%0.173%
8/14/2025 Cerity Partners LLC341,824$33.85M0.1%+2.5%0.087%
(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, 1,207 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 962 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 75,611,889 shares in the last 24 months. This purchase volume represents approximately $7.46B in transactions.

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

Of the 584 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 56,175,069 shares in the last 24 months. This volume of shares sold represents approximately $5.54B in transactions.


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This page (NYSE:OTIS) was last updated on 9/23/2025 by MarketBeat.com Staff
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