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Otis Worldwide (OTIS) Institutional Ownership

Otis Worldwide logo
$95.72 -1.23 (-1.27%)
Closing price 06/13/2025 03:59 PM Eastern
Extended Trading
$95.84 +0.11 (+0.12%)
As of 06/13/2025 06:41 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)
659
Total
Institutional Inflows
(last 12 months)
$5.82B
Number of
Institutional Sellers
(last 12 months)
564
Total
Institutional Outflows
(last 12 months)
$3.26B
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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
5/28/2025 Silicon Valley Capital Partners2,272$232K0.0%N/A0.001%
5/28/2025 Intrua Financial LLC2,676$276K0.0%-19.0%0.001%
5/21/2025 Acadian Asset Management LLC4,045$417K0.0%+63.7%0.001%
5/21/2025 Geneos Wealth Management Inc.1,514$156K0.0%+26.2%0.000%
5/20/2025 Belpointe Asset Management LLC5,807$599K0.0%N/A0.001%
5/20/2025 Fortis Capital Advisors LLC5,807$599K0.1%N/A0.001%
5/20/2025 Focus Partners Wealth35,967$3.71M0.0%+4.6%0.009%
5/20/2025 Flaharty Asset Management LLC372$38K0.0%N/A0.000%
5/20/2025 Integrity Alliance LLC.6,467$667K0.0%N/A0.002%
5/20/2025 Ransom Advisory Ltd461$48K0.0%N/A0.000%
5/20/2025 Anchor Investment Management LLC1,415$146K0.0%-29.8%0.000%
5/20/2025 Glenview Trust co7,416$765K0.0%-11.7%0.002%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC3,543,128$365.65M0.1%-1.7%0.898%
5/16/2025 Empowered Funds LLC8,988$928K0.0%+10.5%0.002%
5/16/2025 Ascent Group LLC2,142$221K0.0%N/A0.001%
5/16/2025 MBB Public Markets I LLC3,113$321K0.0%N/A0.001%
5/16/2025 Vancity Investment Management Ltd3,001$310K0.0%N/A0.001%
5/16/2025 Meiji Yasuda Asset Management Co Ltd.6,048$624K0.0%-4.3%0.002%
5/16/2025 Great Lakes Advisors LLC2,728$282K0.0%+16.2%0.001%
5/16/2025 Caxton Associates LLP14,716$1.52M0.1%N/A0.004%
5/16/2025 Sciencast Management LP34,921$3.60M0.8%+21.7%0.009%
5/16/2025 Voleon Capital Management LP 13,661$1.41M0.1%N/A0.003%
5/16/2025 CTC Alternative Strategies Ltd.2,800$289K0.4%N/A0.001%
5/16/2025 Goldman Sachs Group Inc.1,918,123$197.95M0.0%+9.6%0.486%
5/16/2025 Jones Financial Companies Lllp9,199$949K0.0%+3.4%0.002%
5/16/2025 USS Investment Management Ltd2,273,604$234.63M1.8%-0.8%0.576%
5/16/2025 UniSuper Management Pty Ltd270,630$27.93M0.2%+672.7%0.069%
5/16/2025 Plancorp LLC1,984$205K0.0%N/A0.001%
5/16/2025 Nissay Asset Management Corp Japan ADV48,545$5.01M0.0%+1.0%0.012%
5/16/2025 NewEdge Advisors LLC9,026$931K0.0%-6.5%0.002%
5/16/2025 Nippon Life Global Investors Americas Inc.81,450$8.41M0.4%-14.6%0.021%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.46,188$4.77M0.0%+3.6%0.012%
5/16/2025 Jacobs Levy Equity Management Inc.1,331,686$137.43M0.5%-3.9%0.337%
5/16/2025 Gotham Asset Management LLC137,446$14.18M0.1%-28.7%0.035%
5/16/2025 Eventide Asset Management LLC5,377$549K0.0%N/A0.001%
5/16/2025 Cinctive Capital Management LP3,400$351K0.0%N/A0.001%
5/16/2025 Banque Transatlantique SA8,919$851K0.0%+53.8%0.002%
5/16/2025 Alliancebernstein L.P.18,774,900$1.94B0.7%-5.1%4.757%
5/16/2025 AQR Capital Management LLC260,870$26.57M0.0%-31.1%0.066%
5/16/2025 Advisors Asset Management Inc.8,257$852K0.0%-5.6%0.002%
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5/16/2025 Amundi1,189,263$124.04M0.0%+34.8%0.301%
5/16/2025 Aprio Wealth Management LLC3,936$406K0.1%+8.7%0.001%
5/15/2025 Federation des caisses Desjardins du Quebec126,291$13.04M0.1%+8.4%0.032%
5/15/2025 Perbak Capital Partners LLP2,177$225K0.2%N/A0.001%
5/15/2025 EP Wealth Advisors LLC7,419$766K0.0%+12.0%0.002%
5/15/2025 First Manhattan CO. LLC.40,549$4.19M0.0%-3.0%0.010%
5/15/2025 Flputnam Investment Management Co.2,583$267K0.0%-19.5%0.001%
5/15/2025 Royal Bank of Canada658,275$67.94M0.0%-25.1%0.167%
5/15/2025 Retirement Planning Co of New England Inc.4,160$429K0.2%N/A0.001%
5/15/2025 MAI Capital Management122,562$12.65M0.1%-1.8%0.031%
5/15/2025 Quarry LP5,278$545K0.1%+64.0%0.001%
5/15/2025 Nomura Holdings Inc.12,516$1.29M0.0%-4.9%0.003%
5/15/2025 Connecticut Wealth Management LLC104,937$10.83M0.6%+4.0%0.027%
5/15/2025 Baird Financial Group Inc.30,113$3.11M0.0%-1.0%0.008%
5/15/2025 Vident Advisory LLC13,994$1.44M0.0%+72.9%0.004%
5/15/2025 The Manufacturers Life Insurance Company 229,913$23.73M0.0%-10.0%0.058%
5/15/2025 Canada Pension Plan Investment Board470,781$48.59M0.0%+53.1%0.119%
5/15/2025 GKV Capital Management Co. Inc.2,250$232K0.1%-10.0%0.001%
5/15/2025 WPG Advisers LLC600$62K0.1%N/A0.000%
5/15/2025 State of Wyoming7,406$764K0.1%+278.6%0.002%
5/15/2025 Trexquant Investment LP5,335$551K0.0%N/A0.001%
5/15/2025 Lansforsakringar Fondforvaltning AB publ 131,729$13.59M0.1%-0.7%0.033%
5/15/2025 Okabena Investment Services Inc.24,944$2.57M0.6%+5.7%0.006%
5/15/2025 OMERS ADMINISTRATION Corp14,644$1.51M0.0%-14.3%0.004%
5/15/2025 BNP Paribas Financial Markets553,727$57.15M0.0%-23.4%0.140%
5/14/2025 Wealth Preservation Advisors LLC1,291$133K0.1%N/A0.000%
5/14/2025 B. Metzler seel. Sohn & Co. AG34,806$3.59M0.0%+5.5%0.009%
5/14/2025 CreativeOne Wealth LLC2,769$286K0.0%-5.1%0.001%
5/14/2025 Ieq Capital LLC6,247$645K0.0%+5.3%0.002%
5/14/2025 Rafferty Asset Management LLC29,611$3.06M0.0%-20.6%0.008%
5/14/2025 FORA Capital LLC13,465$1.39M0.1%-72.3%0.003%
5/14/2025 Corebridge Financial Inc.91,125$9.40M0.1%-3.7%0.023%
5/14/2025 Comerica Bank94,038$9.71M0.0%-6.6%0.024%
5/14/2025 MetLife Investment Management LLC103,033$10.63M0.1%-2.5%0.026%
5/14/2025 ICONIQ Capital LLC1,995$206K0.0%N/A0.001%
5/14/2025 Quantitative Investment Management LLC15,350$1.58M0.1%N/A0.004%
5/14/2025 Jump Financial LLC1,983$205K0.0%-93.5%0.001%
5/14/2025 SVB Wealth LLC3,297$340K0.0%-9.5%0.001%
5/14/2025 APG Asset Management N.V.269,983$25.79M0.1%-5.8%0.068%
5/14/2025 Bahl & Gaynor Inc.124,372$12.84M0.1%-66.8%0.032%
5/14/2025 Northwestern Mutual Wealth Management Co.35,191$3.63M0.0%+21.9%0.009%
5/14/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp76,393$7.88M0.0%-0.4%0.019%
5/14/2025 Haverford Trust Co2,053$212K0.0%-5.7%0.001%
5/14/2025 Groupe la Francaise43,418$4.47M0.1%+14.2%0.011%
5/14/2025 AlphaQuest LLC33,007$3.41M0.4%+253.5%0.008%
5/14/2025 Kestra Advisory Services LLC18,408$1.90M0.0%+1.9%0.005%
5/14/2025 Allstate Corp10,019$1.03M0.0%-18.7%0.003%
5/14/2025 Wescott Financial Advisory Group LLC1,963$203K0.0%N/A0.000%
5/14/2025 Compound Planning Inc.3,041$314K0.0%N/A0.001%
5/14/2025 Bragg Financial Advisors Inc2,748$284K0.0%-4.2%0.001%
Trump’s worst nightmare (Ad)

The President’s tour of the Middle East… the deal for Ukraine’s mineral rights… Elon’s strange time in Washington… even Trump’s obsession with seizing Greenland. There’s a singular force that connects the dots… And it could threaten to transform American life – and your wealth – forever.

You can get all the details here.
5/14/2025 Norinchukin Bank The20,800$2.15M0.0%+14.7%0.005%
5/14/2025 Clarkston Capital Partners LLC96,668$9.98M0.2%+2.4%0.024%
5/14/2025 CW Advisors LLC3,615$373K0.0%+42.0%0.001%
5/14/2025 Brown Shipley& Co Ltd44,188$4.56M2.6%-2.7%0.011%
5/14/2025 Price T Rowe Associates Inc. MD1,454,650$150.12M0.0%-15.1%0.369%
5/14/2025 Candriam S.C.A.450,128$46.45M0.3%-10.2%0.114%
5/14/2025 T. Rowe Price Investment Management Inc.5,922$612K0.0%N/A0.002%
5/14/2025 Capital Fund Management S.A.200,843$20.73M0.1%+498.4%0.051%
5/14/2025 Capital Analysts LLC988$102K0.0%+26.5%0.000%
5/14/2025 Erste Asset Management GmbH87,629$8.97M0.1%N/A0.022%
(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, 1,189 institutional investors and hedge funds held shares of Otis Worldwide. The most heavily invested institutionals were Vanguard Group Inc. ($4.81B), JPMorgan Chase & Co. ($3.91B), BlackRock Inc. ($3.14B), Alliancebernstein L.P. ($1.94B), 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 924 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. ($21.03M), Norges Bank ($14.05M), Vanguard Group Inc. ($7.65M), PineStone Asset Management Inc. ($5.34M), Franklin Resources Inc. ($3.17M), Van ECK Associates Corp ($2.27M), and Bank Julius Baer & Co. Ltd Zurich ($2.14M).

How much institutional buying is happening at Otis Worldwide?

Institutional investors have bought a total of 97,431,361 shares in the last 24 months. This purchase volume represents approximately $9.16B in transactions.

Which Otis Worldwide major shareholders have been selling company stock?

Of the 755 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 ($3.94M), Fiera Capital Corp ($3.83M), Alliancebernstein L.P. ($2.77M), PineStone Asset Management Inc. ($2.56M), and Brown Advisory Inc. ($2.30M).

How much institutional selling is happening at Otis Worldwide?

Institutional investors have sold a total of 110,628,591 shares in the last 24 months. This volume of shares sold represents approximately $10.14B in transactions.


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This page (NYSE:OTIS) was last updated on 6/14/2025 by MarketBeat.com Staff
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