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Otis Worldwide (OTIS) Institutional Ownership

Otis Worldwide logo
$73.03 +1.03 (+1.43%)
Closing price 07/10/2026 03:59 PM Eastern
Extended Trading
$73.69 +0.66 (+0.90%)
As of 07/10/2026 07:57 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)
689
Total
Institutional Inflows
(last 12 months)
$6.71B
Number of
Institutional Sellers
(last 12 months)
590
Total
Institutional Outflows
(last 12 months)
$6.61B
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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
7/10/2026 Tema ETFs LLC5,801$415K0.0%+8.1%0.002%
7/10/2026 Fruth Investment Management3,200$229K0.1%-4.5%0.001%
7/10/2026 Handelsbanken Fonder AB226,957$16.25M0.0%+6.3%0.059%
7/10/2026 City Holding Co.2,059$147K0.0%-15.5%0.001%
7/9/2026 Valeo Financial Advisors LLC4,357$312K0.0%+28.2%0.001%
7/8/2026 Beacon Investment Advisory Services Inc.700$50K0.0%-28.0%0.000%
7/8/2026 Cooper Financial Group8,723$625K0.1%-10.5%0.002%
7/8/2026 Elevation Wealth Partners LLC402$29K0.0%+1,910.0%0.000%
7/8/2026 Cohen Capital Management Inc.52,862$3.79M0.5%+1.5%0.014%
7/8/2026 Czech National Bank109,220$7.82M0.0%+3.2%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab60,516$4.33M0.0%+2.5%0.016%
7/8/2026 Assenagon Asset Management S.A.180,205$12.90M0.0%-57.6%0.047%
7/8/2026 Sarasin & Partners LLP29,891$2.14M0.0%-94.5%0.008%
7/8/2026 Lincoln Capital LLC65,323$4.68M0.8%-3.8%0.017%
7/7/2026 DMKC Advisory Services LLC38,387$2.75M0.5%+24.6%0.010%
7/7/2026 BDF Gestion16,851$1.21M0.2%-10.1%0.004%
7/7/2026 GAMMA Investing LLC5,382$385K0.0%-25.5%0.001%
7/7/2026 Arlington Partners LLC3,539$253K0.5%+16.0%0.001%
7/7/2026 Canandaigua National Bank & Trust Co.36,663$2.63M0.2%N/A0.010%
7/6/2026 Bangor Savings Bank1,589$114K0.0%+44.3%0.000%
7/2/2026 MassMutual Private Wealth & Trust FSB1,473$105K0.0%-35.3%0.000%
7/2/2026 Versant Capital Management Inc4,752$340K0.0%+177.6%0.001%
7/2/2026 CX Institutional6,886$493K0.0%+47.4%0.002%
6/18/2026Western Wealth Management LLC12,471$961K0.0%N/A0.003%
6/18/2026Pacer Advisors Inc.19,912$1.54M0.0%-36.3%0.005%
6/9/2026Rathbones Group PLC356,023$27.44M0.1%-9.0%0.093%
6/3/2026Parallel Advisors LLC6,265$483K0.0%-9.6%0.002%
6/3/2026NewEdge Advisors LLC11,648$898K0.0%-1.2%0.003%
5/29/2026Asset Dedication LLC1,146$88K0.0%-23.8%0.000%
5/26/2026Glenmede Trust Co. NA18,899$1.46M0.0%-11.8%0.005%
5/22/2026Groupama Asset Managment9,848$759K0.0%+245.7%0.003%
5/22/2026Segall Bryant & Hamill LLC127,408$9.82M0.1%N/A0.033%
5/21/2026GKV Capital Management Co. Inc.2,250$173K0.1%N/A0.001%
5/21/2026Groupe la Francaise60,411$4.66M0.1%+12.1%0.016%
5/19/2026Western Wealth Management LLC12,471$961K0.0%N/A0.003%
5/19/2026Orographic Financial Advisors LLC3,259$251K0.2%N/A0.001%
5/19/2026Bank of America Corp DE2,639,555$203.46M0.0%-14.3%0.688%
5/19/2026Janus Henderson Group PLC59,297$4.57M0.0%+7.5%0.015%
5/19/2026Strategic Investment Advisors MI1,611$124K0.0%N/A0.000%
5/19/2026Ashton Thomas Securities LLC34,772$2.68M0.3%+31.4%0.009%
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5/19/2026Arkadios Wealth Advisors8,501$655K0.0%+3.2%0.002%
5/19/2026South Dakota Investment Council1,350$104K0.0%N/A0.000%
5/18/2026Amundi1,886,423$145.41M0.0%-6.5%0.492%
5/18/2026EverSource Wealth Advisors LLC2,618$202K0.0%-46.6%0.001%
5/18/2026California State Teachers Retirement System627,151$48.34M0.1%-2.6%0.163%
5/18/2026Emmett Investment Management LP19,525$1.51M1.2%N/A0.005%
5/18/2026Empowered Funds LLC65,540$5.05M0.0%+55.6%0.017%
5/18/2026Evelyn Partners Asset Management Ltd1,159$89K0.0%+93.5%0.000%
5/18/2026Evelyn Partners Investment Management LLP1,080$83K0.0%-31.0%0.000%
5/18/2026Evercore Wealth Management LLC21,531$1.66M0.0%-15.4%0.006%
5/16/2026The Manufacturers Life Insurance Company 287,005$22.12M0.0%-6.1%0.075%
5/16/2026Quantinno Capital Management LP248,110$19.12M0.0%+73.4%0.065%
5/16/2026SummitTX Capital L.P.31,689$2.44M0.1%N/A0.008%
5/15/2026Gateway Wealth Partners LLC5,151$397K0.0%N/A0.001%
5/15/2026Quadcap Wealth Management LLC3,030$234K0.0%+25.6%0.001%
5/15/2026OMERS ADMINISTRATION Corp38,201$2.95M0.0%+160.9%0.010%
5/15/2026Bradley Foster & Sargent Inc. CT45,482$3.51M0.1%-4.6%0.012%
5/15/2026Lombard Odier Asset Management Switzerland SA13,760$1.06M0.0%+9.6%0.004%
5/15/2026Waverly Advisors LLC7,030$542K0.0%-16.0%0.002%
5/15/2026London Co. of Virginia1,121,660$86.46M0.5%-39.2%0.292%
5/15/2026Entropy Technologies LP31,787$2.45M0.1%-62.5%0.008%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund24,424$1.88M0.0%+58.5%0.006%
5/14/2026Renaissance Technologies LLC1,691,200$130.36M0.2%+30.4%0.441%
5/14/2026Bollard Group LLC13,542$1.04M0.0%+10.2%0.004%
5/14/2026Gabelli Funds LLC5,400$416K0.0%+3.8%0.001%
5/14/2026Gamco Investors INC. ET AL2,900$224K0.0%-21.6%0.001%
5/14/2026Morningstar Investment Management LLC68,541$5.28M0.3%+240.5%0.018%
5/14/2026Public Employees Retirement System of Ohio113,579$8.76M0.0%-3.3%0.030%
5/14/2026Compound Planning Inc.3,217$248K0.0%N/A0.001%
5/14/2026Arrowstreet Capital Limited Partnership1,217,914$93.88M0.1%+68.2%0.317%
5/14/2026Caxton Associates LLP52,813$4.07M0.1%+17.2%0.014%
5/14/2026Cloverfields Capital Group LP89,064$6.87M2.2%-3.7%0.023%
5/14/2026Clarkston Capital Partners LLC19,530$1.51M0.1%-86.5%0.005%
5/14/2026Inceptionr LLC3,568$275K0.1%-69.1%0.001%
5/14/2026Bank of Nova Scotia59,063$4.55M0.0%-47.8%0.015%
5/14/2026Sei Investments Co.530,407$40.88M0.0%+1.7%0.138%
5/14/2026Lido Advisors LLC17,363$1.34M0.0%+62.1%0.005%
5/14/2026State of Wyoming6,884$531K0.1%+12.0%0.002%
5/13/2026Cetera Investment Advisers70,682$5.45M0.0%+6.5%0.018%
5/13/2026First Trust Advisors LP573,249$44.19M0.0%+16.3%0.149%
5/12/2026ABN Amro Investment Solutions28,467$2.19M0.0%+20.4%0.007%
5/8/2026PNC Financial Services Group Inc.339,177$26.14M0.0%-3.7%0.088%
5/8/2026Oslo Pensjonsforsikring AS2,686$207K0.0%N/A0.001%
5/8/2026Burling Wealth Partners LLC4,707$363K0.1%-6.6%0.001%
5/8/2026Glenview Trust Co6,016$464K0.0%-9.9%0.002%
5/8/2026Cassaday & Co Wealth Management LLC1,777$137K0.0%N/A0.000%
5/7/2026Dimensional Fund Advisors LP1,969,372$151.79M0.0%+4.4%0.513%
5/7/2026Parallel Advisors LLC6,265$483K0.0%-9.6%0.002%
5/7/2026KBC Group NV453,059$34.92M0.1%+64.1%0.118%
5/7/2026SEB Asset Management AB101,369$7.81M0.0%N/A0.026%
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5/7/2026Regents Gate Capital LLP175,425$13.52M2.9%N/A0.046%
5/7/2026Swiss National Bank1,143,643$88.15M0.1%+6.3%0.298%
5/7/2026AIA Group Ltd41,260$3.18M0.0%-8.3%0.011%
5/7/2026Ascent Wealth Partners LLC9,761$752K0.1%+2.5%0.003%
5/6/2026Annis Gardner Whiting Capital Advisors LLC901$69K0.0%-27.2%0.000%
5/6/2026IMA Advisory Services Inc.9,236$712K0.1%-2.9%0.002%
5/6/2026California Public Employees Retirement System691,400$53.29M0.0%-1.9%0.180%
5/6/2026Clifford Swan Investment Counsel LLC90,992$7.01M0.2%+117.0%0.024%
5/6/2026Bartlett & CO. Wealth Management LLC6,874$522K0.0%-25.8%0.002%
5/6/2026Copeland Capital Management LLC3,460$267K0.0%+18.3%0.001%


OTIS Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,268 institutional investors and hedge funds held shares of Otis Worldwide. The most heavily invested institutionals were Vanguard Group Inc. ($4.25B), Alliancebernstein L.P. ($1.55B), State Street Corp ($1.41B), Morgan Stanley ($1.11B), Geode Capital Management LLC ($945.02M), Norges Bank ($770.13M), and Franklin Resources Inc. ($685.01M).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 1,008 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 ($23.12M), JPMorgan Chase & Co. ($18.01M), Van ECK Associates Corp ($6.15M), Franklin Resources Inc. ($3.89M), Vanguard Group Inc. ($3.78M), PineStone Asset Management Inc. ($3.42M), and Marshall Wace LLP ($3.20M).

Institutional investors have bought a total of 73,197,519 shares in the last 24 months. This purchase volume represents approximately $6.71B in transactions.

Of the 585 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. ($31.89M), T. Rowe Price Investment Management Inc. ($5.74M), Grantham Mayo Van Otterloo & Co. LLC ($5.45M), Alliancebernstein L.P. ($2.44M), Sarasin & Partners LLP ($1.59M), Macquarie Group Ltd. ($1.21M), and Assenagon Asset Management S.A. ($1.18M).

Institutional investors have sold a total of 71,574,535 shares in the last 24 months. This volume of shares sold represents approximately $6.61B in transactions.


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This page (NYSE:OTIS) was last updated on 7/11/2026 by MarketBeat.com Staff.
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