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Otis Worldwide (OTIS) Institutional Ownership

Otis Worldwide logo
$88.08 +2.05 (+2.38%)
Closing price 08/12/2025 03:59 PM Eastern
Extended Trading
$88.38 +0.30 (+0.33%)
As of 08:33 AM 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)
684
Total
Institutional Inflows
(last 12 months)
$5.81B
Number of
Institutional Sellers
(last 12 months)
574
Total
Institutional Outflows
(last 12 months)
$4.88B
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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
8/12/2025J.W. Cole Advisors Inc.18,688$1.85M0.0%+22.1%0.005%
8/12/2025Manchester Capital Management LLC1,866$185K0.0%-7.5%0.000%
8/12/2025Elo Mutual Pension Insurance Co52,586$5.21M0.1%+5.1%0.013%
8/12/2025Advisors Asset Management Inc.10,713$1.06M0.0%+29.7%0.003%
8/12/2025Laurel Wealth Advisors LLC264,186$26.16M0.0%+10,342.1%0.067%
8/12/2025XTX Topco Ltd30,491$3.02M0.1%+11.9%0.008%
8/12/2025Aviso Financial Inc.49,257$4.88M0.2%+1.3%0.013%
8/12/2025Steward Partners Investment Advisory LLC21,418$2.12M0.0%+0.8%0.005%
8/12/2025Windward Capital Management Co. CA76,686$7.59M0.6%-0.8%0.020%
8/12/2025Global Retirement Partners LLC3,652$362K0.0%N/A0.001%
8/12/2025Prudential Financial Inc.336,080$33.28M0.0%+55.8%0.086%
8/12/2025Charles Schwab Investment Management Inc.2,366,894$234.37M0.0%+1.4%0.603%
8/12/2025American Century Companies Inc.336,121$33.28M0.0%-2.5%0.086%
8/12/2025Nemes Rush Group LLC314$31K0.0%+75.4%0.000%
8/12/2025Bahl & Gaynor Inc.108,727$10.77M0.1%-12.6%0.028%
8/12/2025Rhumbline Advisers815,506$80.75M0.1%+5.7%0.208%
8/12/2025AlphaCore Capital LLC2,644$262K0.0%N/A0.001%
8/12/2025Mufg Securities Americas Inc.8,747$866K0.1%+24.6%0.002%
8/12/2025Evelyn Partners Investment Management Services Ltd975$100K0.0%-16.2%0.000%
8/12/2025Evelyn Partners Investment Management LLP1,472$146K0.0%+71.0%0.000%
8/12/2025Evelyn Partners Asset Management Ltd599$59K0.0%N/A0.000%
8/12/2025Journey Strategic Wealth LLC5,132$508K0.0%+100.0%0.001%
8/12/2025Franklin Resources Inc.7,097,379$702.78M0.2%-9.0%1.808%
8/12/2025Legal & General Group Plc2,805,335$277.78M0.1%+2.1%0.715%
8/12/2025MAI Capital Management61,558$6.10M0.0%-49.8%0.016%
8/12/2025JPMorgan Chase & Co.22,114,586$2.19B0.1%-41.7%5.635%
8/12/2025DNB Asset Management AS146,987$14.56M0.1%-5.5%0.037%
8/12/2025Entropy Technologies LP5,754$570K0.0%N/A0.001%
8/12/2025Swiss National Bank1,197,643$118.59M0.1%+6.3%0.305%
8/12/2025Handelsbanken Fonder AB230,142$22.79M0.1%+2.2%0.059%
8/12/2025Bank Julius Baer & Co. Ltd Zurich61,025$6.20M0.1%-17.6%0.016%
8/12/2025Prudential PLC47,887$4.74M0.0%+573.6%0.012%
8/12/2025Dynamic Technology Lab Private Ltd2,121$210K0.0%N/A0.001%
8/12/2025EFG Asset Management Americas Corp.48,837$4.84M0.9%+10.0%0.012%
8/12/2025PKS Advisory Services LLC2,575$255K0.1%+4.9%0.001%
8/12/2025Ensign Peak Advisors Inc94,646$9.37M0.0%-39.0%0.024%
8/12/2025Artisan Partners Limited Partnership542,581$53.73M0.1%-1.2%0.138%
8/11/2025 TD Waterhouse Canada Inc.4,656$468K0.0%-40.9%0.001%
8/11/2025 Primecap Management Co. CA2,314,361$229.17M0.2%+28.4%0.590%
8/11/2025 Wealthspire Advisors LLC2,425$240K0.0%+9.0%0.001%
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8/11/2025 United Advisor Group LLC4,191$415K0.1%N/A0.001%
8/11/2025 Clean Energy Transition LLP329,007$32.58M2.6%N/A0.084%
8/11/2025 Vanguard Group Inc.48,587,153$4.81B0.1%+4.3%12.380%
8/11/2025 Frank Rimerman Advisors LLC4,185$414K0.0%+68.3%0.001%
8/11/2025 Dorsey & Whitney Trust CO LLC6,684$662K0.0%-3.8%0.002%
8/11/2025 Nomura Asset Management Co. Ltd.130,360$12.91M0.0%-20.1%0.033%
8/11/2025 Delta Asset Management LLC TN67,230$6.66M0.6%-1.5%0.017%
8/11/2025 Raiffeisen Bank International AG6,027$582K0.0%-3.7%0.002%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH280,275$27.75M0.0%-8.8%0.071%
8/11/2025 Westpac Banking Corp3,856$382K0.0%+15.9%0.001%
8/8/2025 MTM Investment Management LLC408$40K0.0%N/A0.000%
8/8/2025 Rockefeller Capital Management L.P.112,898$11.18M0.0%+191.0%0.029%
8/8/2025 Alberta Investment Management Corp2,500$248K0.0%-98.6%0.001%
8/8/2025 Kingsview Wealth Management LLC8,247$817K0.0%+14.1%0.002%
8/8/2025 Citizens Financial Group Inc. RI3,070$304K0.0%+10.4%0.001%
8/8/2025 Avantax Advisory Services Inc.22,133$2.19M0.0%+16.6%0.006%
8/8/2025 Intech Investment Management LLC10,551$1.05M0.0%-1.9%0.003%
8/8/2025 SG Americas Securities LLC7,537$746K0.0%-69.3%0.002%
8/8/2025 Creative Planning182,587$18.08M0.0%+9.1%0.047%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS96,797$9.59M0.0%+6.7%0.025%
8/8/2025 Massachusetts Financial Services Co. MA6,910,275$684.26M0.2%-3.6%1.761%
8/8/2025 Burling Wealth Partners LLC12,531$1.24M0.2%-4.3%0.003%
8/8/2025 Banco Bilbao Vizcaya Argentaria S.A.8,395$831K0.0%-11.1%0.002%
8/8/2025 Intrua Financial LLC2,383$236K0.0%-10.9%0.001%
8/8/2025 Fiera Capital Corp5,339,028$528.67M1.8%-1.0%1.360%
8/8/2025 WASHINGTON TRUST Co2,356$233K0.0%-17.6%0.001%
8/8/2025 Candriam S.C.A.352,136$34.87M0.2%-21.8%0.090%
8/8/2025 Impax Asset Management Group plc110,021$10.89M0.1%+13.6%0.028%
8/8/2025 Police & Firemen s Retirement System of New Jersey59,979$5.94M0.1%+3.0%0.015%
8/8/2025 Bailard Inc.19,673$1.95M0.0%N/A0.005%
8/8/2025 Geode Capital Management LLC10,673,127$1.06B0.1%+1.2%2.719%
8/8/2025 Everett Harris & Co. CA4,518$447K0.0%-9.0%0.001%
8/8/2025 PNC Financial Services Group Inc.393,319$38.95M0.0%-4.6%0.100%
8/8/2025 Forsta AP Fonden130,600$12.93M0.1%-0.4%0.033%
8/8/2025 KBC Group NV280,587$27.78M0.1%-1.8%0.071%
8/8/2025 Mitsubishi UFJ Trust & Banking Corp284,942$28.22M0.1%+16.5%0.073%
8/8/2025 National Pension Service617,567$61.15M0.1%+0.8%0.157%
8/8/2025 IMA Advisory Services Inc.8,570$849K0.1%-1.5%0.002%
8/7/2025 Montag A & Associates Inc.4,749$470K0.0%-4.0%0.001%
8/7/2025 Keynote Financial Services LLC2,532$251K0.2%-14.9%0.001%
8/7/2025 Vise Technologies Inc.5,188$514K0.0%N/A0.001%
8/7/2025 Allworth Financial LP33,805$3.35M0.0%+4.5%0.009%
8/7/2025 Illinois Municipal Retirement Fund141,893$14.05M0.2%-24.3%0.036%
8/7/2025 Hartford Funds Management Co LLC478$47K0.0%-96.8%0.000%
8/7/2025 ProShare Advisors LLC81,633$8.08M0.0%+8.0%0.021%
8/7/2025 Profund Advisors LLC4,432$439K0.0%+10.3%0.001%
8/7/2025 1ST Source Bank4,526$448K0.0%+4.1%0.001%
8/7/2025 Sound View Wealth Advisors Group LLC4,325$428K0.0%+4.8%0.001%
8/7/2025 Rathbones Group PLC507,990$50.30M0.2%-0.9%0.129%
8/7/2025 Campbell & CO Investment Adviser LLC24,196$2.40M0.2%N/A0.006%
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8/7/2025 Connor Clark & Lunn Investment Management Ltd.98,735$9.78M0.0%+38.9%0.025%
8/7/2025 Mitsubishi UFJ Asset Management Co. Ltd.4,632,335$458.69M0.4%+11.9%1.180%
8/7/2025 Parkside Financial Bank & Trust1,339$133K0.0%+61.5%0.000%
8/7/2025Aviva PLC1,140,823$112.96M0.2%+3.4%0.291%
8/7/2025 Los Angeles Capital Management LLC348,545$34.51M0.1%-4.5%0.089%
8/6/2025 AGF Management Ltd.37,802$3.74M0.0%+13.0%0.010%
8/6/2025 AE Wealth Management LLC3,845$381K0.0%+12.7%0.001%
8/6/2025 Garrison Point Advisors LLC5,575$552K0.3%-3.0%0.001%
8/6/2025 Metis Global Partners LLC14,176$1.40M0.0%-11.7%0.004%
8/6/2025 Penserra Capital Management LLC2,174$215K0.0%-79.0%0.001%
(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, 1,191 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. ($1.94B), State Street Corp ($1.67B), Geode Capital Management LLC ($1.06B), Morgan Stanley ($1.04B), and Franklin Resources Inc. ($702.78M).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 935 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: JPMorgan Chase & Co. ($20.45M), Norges Bank ($14.05M), Vanguard Group Inc. ($9.65M), PineStone Asset Management Inc. ($5.88M), Franklin Resources Inc. ($3.14M), Van ECK Associates Corp ($2.27M), and Sarasin & Partners LLP ($1.54M).

How much institutional buying is happening at Otis Worldwide?

Institutional investors have bought a total of 59,019,055 shares in the last 24 months. This purchase volume represents approximately $5.81B in transactions.

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

Of the 572 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), Alliancebernstein L.P. ($2.77M), OMERS ADMINISTRATION Corp ($1.95M), Menora Mivtachim Holdings LTD. ($1.89M), Los Angeles Capital Management LLC ($1.81M), Fiera Capital Corp ($1.68M), and PineStone Asset Management Inc. ($1.58M).

How much institutional selling is happening at Otis Worldwide?

Institutional investors have sold a total of 49,574,308 shares in the last 24 months. This volume of shares sold represents approximately $4.88B in transactions.


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This page (NYSE:OTIS) was last updated on 8/13/2025 by MarketBeat.com Staff
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