QQQ   428.09 (+0.53%)
AAPL   168.14 (+0.08%)
MSFT   411.11 (-0.18%)
META   510.32 (+3.27%)
GOOGL   156.25 (+0.50%)
AMZN   182.25 (+0.54%)
TSLA   151.69 (-2.42%)
NVDA   855.17 (+1.76%)
AMD   156.18 (+1.40%)
NIO   4.07 (+4.09%)
BABA   69.60 (+1.13%)
T   16.17 (+0.31%)
F   12.14 (+0.83%)
MU   115.47 (-0.74%)
GE   156.99 (+0.85%)
CGC   7.89 (+21.57%)
DIS   114.02 (+0.96%)
AMC   2.93 (-1.68%)
PFE   25.35 (-0.28%)
PYPL   62.95 (-0.49%)
XOM   119.06 (+0.36%)
QQQ   428.09 (+0.53%)
AAPL   168.14 (+0.08%)
MSFT   411.11 (-0.18%)
META   510.32 (+3.27%)
GOOGL   156.25 (+0.50%)
AMZN   182.25 (+0.54%)
TSLA   151.69 (-2.42%)
NVDA   855.17 (+1.76%)
AMD   156.18 (+1.40%)
NIO   4.07 (+4.09%)
BABA   69.60 (+1.13%)
T   16.17 (+0.31%)
F   12.14 (+0.83%)
MU   115.47 (-0.74%)
GE   156.99 (+0.85%)
CGC   7.89 (+21.57%)
DIS   114.02 (+0.96%)
AMC   2.93 (-1.68%)
PFE   25.35 (-0.28%)
PYPL   62.95 (-0.49%)
XOM   119.06 (+0.36%)
QQQ   428.09 (+0.53%)
AAPL   168.14 (+0.08%)
MSFT   411.11 (-0.18%)
META   510.32 (+3.27%)
GOOGL   156.25 (+0.50%)
AMZN   182.25 (+0.54%)
TSLA   151.69 (-2.42%)
NVDA   855.17 (+1.76%)
AMD   156.18 (+1.40%)
NIO   4.07 (+4.09%)
BABA   69.60 (+1.13%)
T   16.17 (+0.31%)
F   12.14 (+0.83%)
MU   115.47 (-0.74%)
GE   156.99 (+0.85%)
CGC   7.89 (+21.57%)
DIS   114.02 (+0.96%)
AMC   2.93 (-1.68%)
PFE   25.35 (-0.28%)
PYPL   62.95 (-0.49%)
XOM   119.06 (+0.36%)
QQQ   428.09 (+0.53%)
AAPL   168.14 (+0.08%)
MSFT   411.11 (-0.18%)
META   510.32 (+3.27%)
GOOGL   156.25 (+0.50%)
AMZN   182.25 (+0.54%)
TSLA   151.69 (-2.42%)
NVDA   855.17 (+1.76%)
AMD   156.18 (+1.40%)
NIO   4.07 (+4.09%)
BABA   69.60 (+1.13%)
T   16.17 (+0.31%)
F   12.14 (+0.83%)
MU   115.47 (-0.74%)
GE   156.99 (+0.85%)
CGC   7.89 (+21.57%)
DIS   114.02 (+0.96%)
AMC   2.93 (-1.68%)
PFE   25.35 (-0.28%)
PYPL   62.95 (-0.49%)
XOM   119.06 (+0.36%)

Otis Worldwide (OTIS) Institutional Ownership

$96.19
+1.23 (+1.30%)
(As of 11:22 AM ET)

Institutional Ownership Changes (13F Filings) for Otis Worldwide (NYSE:OTIS)

Current
Institutional Ownership
Percentage
88.03%
Number of
Institutional Buyers
(last 12 months)
637
Total
Institutional Inflows
(last 12 months)
$4.98B
Number of
Institutional Sellers
(last 12 months)
558
Total
Institutional Outflows
(last 12 months)
$6.99B
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Skip Chart & View Institutional Buying and Selling Data

OTIS Institutional Buying and Selling by Quarter

Otis Worldwide Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2024Trivant Custom Portfolio Group LLC23,043$2.29M1.5%N/A0.006%
4/17/2024Investment Research & Advisory Group Inc.17,649$1.75M0.8%N/A0.004%
4/17/2024Grimes & Company Inc.5,325$529K0.0%+3.6%0.001%
4/17/2024Criterion Capital Advisors LLC314$31K0.0%-42.9%0.000%
4/16/2024Trust Co. of Virginia VA4,856$482K0.0%-2.6%0.001%
4/16/2024Webster Bank N. A.2,921$290K0.0%-5.6%0.001%
4/16/2024Atlantic Union Bankshares Corp29,086$2.89M0.2%+8.0%0.007%
4/16/2024Register Financial Advisors LLC580$58K0.0%N/A0.000%
4/16/2024Courier Capital LLC3,015$299K0.0%-19.4%0.001%
4/16/2024Lincoln Capital LLC77,515$7.70M1.7%-0.3%0.019%
4/16/2024Wealth Enhancement Advisory Services LLC24,605$2.44M0.0%-11.5%0.006%
4/15/2024Brookstone Capital Management2,587$257K0.0%N/A0.001%
4/15/2024Mcdonald Partners LLC3,323$330K0.1%-4.0%0.001%
4/15/2024Pensioenfonds Rail & OV386,140$38.33M2.8%-22.5%0.096%
4/13/2024 First Financial Corp IN1,699$169K0.1%-11.2%0.000%
4/13/2024 Sarasin & Partners LLP3,251,612$322.79M3.2%+11.2%0.804%
4/12/2024 Gateway Investment Advisers LLC54,681$5.43M0.1%-18.8%0.014%
4/12/2024 Northwest Investment Counselors LLC405$40K0.0%N/A0.000%
4/12/2024 FCF Advisors LLC19,346$1.92M0.5%N/A0.005%
4/11/2024 City Holding Co.3,668$364K0.1%-9.1%0.001%
4/11/2024 Ballentine Partners LLC6,326$628K0.0%+52.5%0.002%
4/11/2024 Radnor Capital Management LLC4,447$441K0.1%+83.5%0.001%
4/11/2024 Cooper Financial Group8,864$880K0.1%+8.1%0.002%
4/11/2024 Forbes J M & Co. LLP2,856$284K0.0%-4.1%0.001%
4/11/2024 Salem Investment Counselors Inc.9,459$939K0.0%-1.7%0.002%
4/11/2024 Bangor Savings Bank1,174$117K0.0%-21.7%0.000%
4/11/2024 Douglas Lane & Associates LLC2,946$292K0.0%-7.5%0.001%
4/11/2024 Mountain Pacific Investment Advisers Inc. ID2,950$293K0.0%-6.7%0.001%
4/11/2024 Rockland Trust Co.19,376$1.92M0.1%-9.3%0.005%
4/11/2024 Liberty Capital Management Inc.24,578$2.44M0.6%+0.9%0.006%
4/11/2024 Bennett Selby Investments LP2,124$211K0.1%N/A0.001%
4/11/2024 Gulf International Bank UK Ltd34,102$3.39M0.1%+0.6%0.008%
4/11/2024 Guinness Asset Management LTD1,763,399$175.09M3.6%-1.4%0.436%
4/11/2024 Meyer Handelman Co.101,606$10.09M0.4%-10.6%0.025%
4/11/2024 First Affirmative Financial Network3,576$355K0.3%-3.3%0.001%
4/11/2024 Allied Investment Advisors LLC100,339$9.96M2.4%+2.5%0.025%
4/11/2024 BTC Capital Management Inc.58,772$5.83M0.5%N/A0.015%
4/10/2024 Aprio Wealth Management LLC2,496$248K0.0%N/A0.001%
4/10/2024 Park Avenue Securities LLC14,804$1.47M0.0%+5.4%0.004%
4/10/2024 Selway Asset Management19,271$1.91M0.8%+8.3%0.005%
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4/10/2024 American National Bank16,287$1.62M0.2%-13.6%0.004%
4/10/2024 Czech National Bank71,340$7.08M0.1%-0.5%0.018%
4/9/2024 Curbstone Financial Management Corp6,818$677K0.1%-2.2%0.002%
4/9/2024 Woodstock Corp13,124$1.30M0.1%-1.0%0.003%
4/9/2024 Massmutual Trust Co. FSB ADV1,867$185K0.0%+7.1%0.000%
4/9/2024 Ferguson Wellman Capital Management Inc.13,264$1.32M0.0%-10.3%0.003%
4/9/2024 Mather Group LLC.2,031$202K0.0%N/A0.001%
4/5/2024 GAMMA Investing LLC2,695$268K0.1%+30.4%0.001%
4/5/2024 Compass Wealth Management LLC10,108$1.00M0.3%-2.6%0.002%
4/5/2024 Los Angeles Capital Management LLC2,327,531$231.05M0.8%-1.1%0.574%
4/4/2024 Trust Co. of Toledo NA OH9,798$973K0.2%-2.2%0.002%
4/1/2024 Canandaigua National Bank & Trust Co.27,915$2.77M0.4%+0.6%0.007%
4/1/2024 Cacti Asset Management LLC39,551$3.95M0.3%-0.6%0.010%
3/29/2024 Adirondack Trust Co.2,283$218K0.1%-14.0%0.001%
3/27/2024Nomura Holdings Inc.51,066$4.57M0.0%N/A0.013%
3/26/2024HighPoint Advisor Group LLC9,661$957K0.1%N/A0.002%
3/25/2024Quadrature Capital Ltd12,728$1.14M0.0%+49.5%0.003%
3/22/2024PNC Financial Services Group Inc.476,650$42.65M0.0%-3.4%0.118%
3/19/2024Accent Capital Management LLC400$36K0.0%N/A0.000%
3/15/2024B. Riley Wealth Advisors Inc.6,977$624K0.0%-13.3%0.002%
3/11/2024Vanguard Group Inc.45,773,358$4.10B0.1%+14.8%11.290%
3/8/2024Trust Co. of Vermont12,785$1.14M0.1%-18.8%0.003%
3/7/2024Brown Shipley& Co Ltd43,270$3.87M1.9%+10.0%0.011%
3/5/2024Fisher Asset Management LLC1,096,107$98.07M0.0%-0.6%0.270%
3/5/2024Wellington Management Group LLP3,028,486$270.96M0.1%-10.3%0.747%
3/4/2024Vima LLC605$54K0.1%N/A0.000%
2/29/2024Quintet Private Bank Europe S.A.282,506$25.28M1.6%+21.2%0.070%
2/28/2024American International Group Inc.109,475$9.80M0.0%+0.3%0.027%
2/28/2024EP Wealth Advisors LLC4,427$396K0.0%+4.9%0.001%
2/26/2024Centaurus Financial Inc.3,351$300K0.0%+9.7%0.001%
2/26/2024Virtu Financial LLC11,236$1.01M0.1%N/A0.003%
2/26/2024Teachers Retirement System of The State of Kentucky35,594$3.19M0.0%-5.0%0.009%
2/21/2024V Square Quantitative Management LLC9,617$860K0.2%+93.5%0.002%
2/20/2024Quarry LP663$59K0.0%-55.1%0.000%
2/16/2024Wesbanco Bank Inc.32,806$2.94M0.2%-2.3%0.008%
2/16/2024Sanibel Captiva Trust Company Inc.11,455$1.03M0.0%N/A0.003%
2/16/2024Public Employees Retirement System of Ohio179,499$16.06M0.1%+1.8%0.044%
2/15/2024Mercer Global Advisors Inc. ADV46,710$4.18M0.0%+24.9%0.012%
2/15/2024Mango Five Family Inc.2,019$181K0.1%N/A0.000%
2/15/2024Chartwell Investment Partners LLC59,983$5.37M0.2%+19.4%0.015%
2/15/2024AKO Capital LLP1,471,409$131.65M1.9%-33.3%0.363%
2/15/2024Townsquare Capital LLC4,282$383K0.0%N/A0.001%
2/15/2024E. Ohman J or Asset Management AB15,600$1.40M0.1%-13.3%0.004%
2/15/2024Dodge & Cox5,026,497$449.72M0.3%-1.5%1.240%
2/15/2024Legal & General Group Plc3,601,298$322.21M0.1%+19.0%0.888%
2/15/2024Barclays PLC927,684$83.00M0.0%-3.1%0.229%
2/15/2024Andra AP fonden133,334$11.93M0.6%-16.4%0.033%
2/15/2024Fayez Sarofim & Co944,635$86.04M0.3%-0.1%0.233%
2/15/2024Utah Retirement Systems71,452$6.39M0.1%+0.6%0.018%
2/15/2024Van Lanschot Kempen Investment Management N.V.188,972$16.91M0.2%N/A0.047%
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2/15/2024Vanguard Group Inc.45,773,358$4.10B0.1%+14.8%11.290%
2/15/2024Voloridge Investment Management LLC798,901$71.48M0.3%+71.7%0.197%
2/15/2024Voya Investment Management LLC639,164$57.19M0.1%-12.1%0.158%
2/15/2024Vident Advisory LLC141,390$12.65M0.3%+2,940.0%0.035%
2/15/2024Nuveen Asset Management LLC1,011,783$90.52M0.0%-26.2%0.250%
2/15/2024Okabena Investment Services Inc.35,347$3.16M1.2%-8.7%0.009%
2/15/2024Prelude Capital Management LLC5,986$536K0.0%-5.3%0.001%
2/15/2024Price T Rowe Associates Inc. MD2,651,156$237.20M0.0%-18.0%0.654%
2/15/2024Profund Advisors LLC5,522$494K0.0%+17.3%0.001%
2/15/2024Public Sector Pension Investment Board9,412$842K0.0%-78.7%0.002%
(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 Aspire Private Capital LLC ($47.18B), Vanguard Group Inc. ($4.10B), BlackRock Inc. ($3.14B), State Street Corp ($1.43B), Alliancebernstein L.P. ($1.09B), Morgan Stanley ($1.04B), and Geode Capital Management LLC ($901.09M).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 925 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: Vanguard Group Inc. ($12.78M), Norges Bank ($11.75M), JPMorgan Chase & Co. ($4.88M), Viking Global Investors LP ($3.54M), Mitsubishi UFJ Kokusai Asset Management Co. Ltd. ($3.11M), Alliancebernstein L.P. ($3.00M), and Parnassus Investments LLC ($2.86M).

How much institutional buying is happening at Otis Worldwide?

Institutional investors have bought a total of 113,009,735 shares in the last 24 months. This purchase volume represents approximately $9.08B in transactions.

Which Otis Worldwide major shareholders have been selling company stock?

Of the 776 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 ($41.48M), Bank of New York Mellon Corp ($3.61M), BlackRock Inc. ($3.53M), Fiera Capital Corp ($2.96M), Boston Partners ($2.94M), Massachusetts Financial Services Co. MA ($2.70M), and Royal Bank of Canada ($2.61M).

How much institutional selling is happening at Otis Worldwide?

Institutional investors have sold a total of 125,894,215 shares in the last 24 months. This volume of shares sold represents approximately $10.37B in transactions.


This page (NYSE:OTIS) was last updated on 4/18/2024 by MarketBeat.com Staff

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