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Otis Worldwide (OTIS) Institutional Ownership

Otis Worldwide logo
$77.53 +0.39 (+0.51%)
Closing price 11/13/2026 03:59 PM Eastern
Extended Trading
$76.70 -0.84 (-1.08%)
As of 11/13/2026 08:00 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 Massive. 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)
636
Total
Institutional Inflows
(last 12 months)
$7.73B
Number of
Institutional Sellers
(last 12 months)
461
Total
Institutional Outflows
(last 12 months)
$2.61B
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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
11/14/2026Medallion Wealth Advisors LLC5,826$375K0.1%-6.2%0.002%
11/14/2026Marshall Wace LLP1,262,216$81.19M0.1%N/A0.332%
11/13/2026Empowered Funds LLC42,180$2.71M0.0%-41.5%0.011%
11/13/2026United Southern Bank Trust Department4,149$267K0.2%N/A0.001%
11/13/2026Kovack Advisors Inc.1,186$76K0.0%N/A0.000%
11/13/2026Caxton Associates LLP22,350$1.44M0.0%-56.1%0.006%
11/13/2026Healthcare of Ontario Pension Plan Trust Fund544,758$35.04M0.1%+2,170.8%0.143%
11/13/2026Steward Partners Investment Advisory LLC24,117$1.55M0.0%+2.5%0.006%
11/13/2026State Board of Administration of Florida Retirement System360,150$23.17M0.0%+6.2%0.095%
11/13/2026Bleakley Financial Group LLC14,538$935K0.0%+4.5%0.004%
11/13/2026Essex Financial Services Inc.20,962$1.35M0.1%+33.2%0.006%
11/13/2026 Lifeworks Advisors LLC7,466$480K0.0%-86.0%0.002%
11/13/2026 Ingalls & Snyder LLC4,916$316K0.0%+3.0%0.001%
11/13/2026 N.F.U. MUTUAL UNIT MANAGERS Ltd23,600$1.52M0.3%N/A0.006%
11/13/2026 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp49,870$3.21M0.0%-14.4%0.013%
11/13/2026 Gabelli Funds LLC3,500$225K0.0%-12.5%0.001%
11/12/2026 AlphaGrep UK Ltd8,384$539K0.2%+12.4%0.002%
11/12/2026 Benjamin Edwards Inc.23,891$1.54M0.0%+10.9%0.006%
11/12/2026 First Trust Advisors LP517,481$33.28M0.0%+10.3%0.136%
11/12/2026 BNP Paribas55,573$3.64M0.1%+7.7%0.015%
11/12/2026 State Street Corp16,508,053$1.06B0.0%-0.9%4.336%
11/12/2026 Resona Asset Management Co. Ltd.107,917$6.97M0.0%-3.3%0.028%
11/12/2026 Rathbones Group PLC199,384$12.82M0.0%-23.7%0.052%
11/12/2026 TIAA CREF Individual & Institutional Services LLC5,446$350K0.0%+2.5%0.001%
11/12/2026 Whittier Trust Co.7,495$494K0.0%-13.2%0.002%
11/11/2026 Advisors Asset Management Inc.34,573$2.22M0.0%N/A0.009%
11/11/2026 Private Wealth Asset Management LLC5,733$369K0.0%+31.6%0.002%
11/11/2026 Private Advisor Group LLC23,034$1.48M0.0%+79.0%0.006%
11/11/2026 Hartford Funds Management Co LLC11,246$723K0.1%+5.6%0.003%
11/11/2026 Focus Advisor Solutions LLC5,429$349K0.0%-22.8%0.001%
11/11/2026 Checchi Capital Advisers LLC3,381$217K0.0%-6.4%0.001%
11/11/2026 Aegis Wealth Management LLC3,779$243K0.1%-7.1%0.001%
11/11/2026 Boston Partners341,372$21.96M0.0%-0.1%0.090%
11/11/2026 Independent Advisor Alliance4,214$271K0.0%-6.7%0.001%
11/10/2026 Voya Investment Management LLC89,261$5.74M0.0%+0.4%0.023%
11/10/2026 Clark Estates Inc. NY260,000$16.72M3.9%N/A0.068%
11/10/2026 Public Sector Pension Investment Board121,420$8.22M0.0%+96.8%0.032%
11/10/2026 Global Retirement Partners LLC14,932$960K0.0%+22.1%0.004%
11/10/2026 South Dakota Investment Council28,414$1.83M0.0%+43.6%0.007%
11/10/2026 Garrison Point Advisors LLC3,885$250K0.1%-11.4%0.001%
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11/10/2026 Rothschild Investment LLC7,719$496K0.0%-51.0%0.002%
11/10/2026 First Eagle Investment Management LLC349,784$22.50M0.0%+69.9%0.092%
11/10/2026 Cibc World Market Inc.42,680$2.75M0.0%+0.4%0.011%
11/10/2026 Bridges Investment Management Inc.10,025$645K0.0%+2.1%0.003%
11/10/2026 Banco Santander S.A.8,631$555K0.0%-91.9%0.002%
11/10/2026 HighTower Advisors LLC306,841$19.74M0.0%-27.2%0.081%
11/9/2026 Intech Investment Management LLC14,211$914K0.0%-80.7%0.004%
11/9/2026 Alberta Investment Management Corp140,000$9.01M0.0%+118.1%0.037%
11/9/2026 Bessemer Group Inc.17,572$1.13M0.0%+7.3%0.005%
11/9/2026 Hantz Financial Services Inc.80,422$5.17M0.1%-3.7%0.021%
11/9/2026 Harbour Investments Inc.2,036$131K0.0%-29.0%0.001%
11/9/2026 Optas LLC6,855$441K0.1%-4.0%0.002%
11/9/2026 Phoenix Financial Ltd.5,034$324K0.0%+16.2%0.001%
11/9/2026 Danske Bank A S253,594$16.31M0.0%+8.9%0.067%
11/7/2026 MSH Capital Advisors LLC7,619$490K0.1%-1.8%0.002%
11/7/2026 Diversified Trust Co15,503$997K0.0%+13.6%0.004%
11/6/2026 Aberdeen Group plc724,224$46.58M0.0%+100.3%0.190%
11/6/2026 ProVise Management Group LLC29,506$1.90M0.1%+252.7%0.008%
11/6/2026 Moors & Cabot Inc.3,425$220K0.0%-20.9%0.001%
11/6/2026 Allworth Financial LP43,844$2.82M0.0%+0.6%0.012%
11/6/2026 Fisher Asset Management LLC197,102$12.68M0.0%-66.4%0.052%
11/6/2026 Legacy Trust2,739$176K0.0%N/A0.001%
11/6/2026 Russell Investments Group Ltd.1,288,324$82.87M0.1%+17.6%0.338%
11/6/2026 Eurizon Capital SGR S.p.A.72,090$4.65M0.0%+6.0%0.019%
11/6/2026 CENTRAL TRUST Co5,817$374K0.0%-2.8%0.002%
11/6/2026 Fifth Third Bancorp95,804$6.16M0.0%+8.9%0.025%
11/5/2026 Maryland State Retirement & Pension System24,435$1.57M0.0%+20.9%0.006%
11/5/2026 Ritholtz Wealth Management5,307$341K0.0%-14.6%0.001%
11/5/2026 UNIVEST FINANCIAL Corp14,087$906K0.0%N/A0.004%
11/5/2026 Jacobi Capital Management LLC2,403$155K0.0%N/A0.001%
11/5/2026Jefferies Financial Group Inc.160,886$10.35M0.1%-16.7%0.042%
11/5/2026 First Command Advisory Services Inc.2,730$176K0.0%+141.2%0.001%
11/5/2026 Illinois Municipal Retirement Fund50,414$3.24M0.0%-11.6%0.013%
11/5/2026 Inspire Trust Co. N.A.71,000$4.57M0.5%N/A0.019%
11/5/2026 Bahl & Gaynor LLC43,855$2.82M0.0%-39.4%0.012%
11/5/2026 Letson Investment Management Inc.26,477$1.70M0.6%-2.1%0.007%
11/5/2026 AMG National Trust Bank9,694$624K0.0%-26.0%0.003%
11/5/2026 Mesirow Financial Investment Management Inc.4,913$316K0.0%+3.5%0.001%
11/5/2026 Keybank National Association OH40,856$2.63M0.0%-6.6%0.011%
11/4/2026 New York Life Investment Management LLC56,603$3.64M0.0%-0.9%0.015%
11/4/2026 DMKC Advisory Services LLC45,207$2.91M0.7%+17.8%0.012%
11/4/2026 Welch & Forbes LLC218,375$14.05M0.2%-8.3%0.057%
11/4/2026 AlphaCore Capital LLC5,810$374K0.0%-11.6%0.002%
11/4/2026 Retirement Systems of Alabama79,829$5.14M0.0%-1.0%0.021%
11/4/2026 Fulcrum Asset Management LLP8,262$542K0.0%N/A0.002%
11/4/2026 Allspring Global Investments Holdings LLC18,700$1.21M0.0%+16.1%0.005%
11/4/2026 StoneRidge PMG Advisors LLC7,553$486K0.3%N/A0.002%
11/4/2026 Bryn Mawr Trust Advisors LLC79,355$5.10M0.2%-3.9%0.021%
11/4/2026 Hohimer Wealth Management LLC65,598$4.22M0.3%+116.8%0.017%
11/4/2026 University of Texas Texas AM Investment Management Co.686$44K0.0%+65.3%0.000%
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11/4/2026 Brighton Jones LLC3,811$245K0.0%-63.2%0.001%
11/4/2026 Candriam S.C.A.67,458$4.36M0.0%+8.7%0.018%
11/3/2026 Ethic Inc.58,566$3.77M0.0%+37.9%0.015%
11/3/2026 Pictet Asset Management Holding SA223,659$14.39M0.0%-73.6%0.059%
11/3/2026 Parallel Advisors LLC7,374$474K0.0%-6.9%0.002%
11/3/2026 Alps Advisors Inc.43,035$2.77M0.0%+20.4%0.011%
11/3/2026 CenterBook Partners LP33,808$2.18M0.1%-26.7%0.009%
11/3/2026 International Assets Investment Management LLC5,974$385K0.0%+204.8%0.002%
11/3/2026 Calamos Advisors LLC64,892$4.17M0.0%+2.0%0.017%
11/3/2026 Liberty Capital Management Inc.26,884$1.73M0.3%-25.3%0.007%


OTIS Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,277 institutional investors and hedge funds held shares of Otis Worldwide. The most heavily invested institutionals were Vanguard Group Inc. ($4.25B), BlackRock Inc. ($2.26B), Alliancebernstein L.P. ($1.55B), Morgan Stanley ($1.11B), State Street Corp ($1.06B), Geode Capital Management LLC ($945.02M), and Norges Bank ($770.13M).Learn more on Otis Worldwide's institutional investors.

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

Of the 1,035 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: BlackRock Inc. ($31.62M), Norges Bank ($23.12M), JPMorgan Chase & Co. ($18.01M), Mitsubishi UFJ Asset Management Co. Ltd. ($7.25M), Marshall Wace LLP ($4.46M), Van ECK Associates Corp ($3.97M), and Franklin Resources Inc. ($3.89M).

Institutional investors have bought a total of 101,228,572 shares in the last 24 months. This purchase volume represents approximately $7.73B in transactions.

Of the 453 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: T. Rowe Price Investment Management Inc. ($5.74M), Alliancebernstein L.P. ($2.44M), Sarasin & Partners LLP ($1.59M), JPMorgan Chase & Co. ($1.49M), Macquarie Group Ltd. ($1.21M), Pictet Asset Management Holding SA ($1.16M), and Assenagon Asset Management S.A. ($1.02M).

Institutional investors have sold a total of 31,153,343 shares in the last 24 months. This volume of shares sold represents approximately $2.61B in transactions.


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Institutional ownership data for NYSE:OTIS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/14/2026. New 13F filings are added each quarter as they're published.
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