Otis Worldwide (OTIS) Institutional Ownership

$96.09

+1.28 (+1.35%)

(As of 09/17/2024 ET)

Current Institutional Ownership Percentage: 88.03%
Number of Institutional Buyers (last 12 months): 540
Total Institutional Inflows (last 12 months): $3.28B

Number of Institutional Sellers (last 12 months): 465
Total Institutional Outflows (last 12 months): $2.82B

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OTIS Institutional Buying and Selling by Quarter

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Otis Worldwide Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/10/2024	Prio Wealth Limited Partnership	285,977	$27.53M	0.8%	-9.3%	0.071%
9/9/2024	Heritage Wealth Management Inc.	3,117	$302K	0.1%	N/A	0.001%
9/5/2024	Sanctuary Advisors LLC	22,486	$2.07M	0.0%	N/A	0.006%
8/30/2024	Pensioenfonds Rail & OV	379,699	$36.55M	2.7%	-1.7%	0.094%
8/27/2024	Clearbridge Investments LLC	1,335,162	$128.52M	0.1%	+1.0%	0.330%
8/26/2024	Teachers Retirement System of The State of Kentucky	32,557	$3.13M	0.0%	-2.7%	0.008%
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8/22/2024	Cetera Investment Advisers	45,268	$4.36M	0.0%	-2.4%	0.011%
8/21/2024	Granite Bay Wealth Management LLC	37,800	$3.64M	0.1%	N/A	0.009%
8/21/2024	Truist Financial Corp	59,419	$5.72M	0.0%	-6.8%	0.015%
8/19/2024	EP Wealth Advisors LLC	5,979	$576K	0.0%	+33.5%	0.001%
8/19/2024	Brown Shipley& Co Ltd	49,487	$4.76M	2.2%	+2.0%	0.012%
8/19/2024	B. Riley Wealth Advisors Inc.	6,671	$642K	0.0%	-17.1%	0.002%
8/16/2024	Ironwood Investment Management LLC	12,388	$1.19M	0.6%	-0.9%	0.003%
8/16/2024	Quarry LP	2,001	$193K	0.0%	+151.1%	0.000%
8/16/2024	Northwestern Mutual Wealth Management Co.	60,427	$5.82M	0.0%	+6.1%	0.015%
8/16/2024	Creative Planning	155,373	$14.96M	0.0%	+3.4%	0.039%
8/16/2024	Goodman Advisory Group LLC	7,845	$755K	0.2%	-68.8%	0.002%
8/15/2024	Susquehanna Fundamental Investments LLC	33,119	$3.19M	0.1%	N/A	0.008%
8/15/2024	Legal & General Group Plc	3,660,401	$352.35M	0.1%	+0.4%	0.914%
8/15/2024	Mackenzie Financial Corp	53,499	$5.15M	0.0%	+58.6%	0.013%
8/15/2024	The Manufacturers Life Insurance Company	659,892	$63.52M	0.1%	-27.7%	0.165%
8/15/2024	MBB Public Markets I LLC	29,990	$2.89M	0.1%	N/A	0.007%
8/15/2024	Daymark Wealth Partners LLC	7,435	$716K	0.0%	-2.5%	0.002%
8/15/2024	Deerfield Management Company L.P. Series C	3,248	$313K	0.0%	N/A	0.001%
8/15/2024	APG Asset Management N.V.	216,770	$19.47M	0.0%	+54.6%	0.054%
8/15/2024	AQR Capital Management LLC	226,160	$21.71M	0.0%	+17.0%	0.056%
8/15/2024	AXA S.A.	153,535	$14.78M	0.0%	-8.9%	0.038%
8/15/2024	AlTi Global Inc.	3,229	$311K	0.0%	-6.2%	0.001%
8/15/2024	Toronto Dominion Bank	205,836	$19.81M	0.0%	-13.2%	0.051%
8/14/2024	Squarepoint Ops LLC	454,701	$43.77M	0.1%	-50.5%	0.114%
8/14/2024	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	77,657	$7.48M	0.0%	+58.4%	0.019%
8/14/2024	Appian Way Asset Management LP	10,300	$991K	0.3%	N/A	0.003%
8/14/2024	Resources Management Corp CT ADV	326	$31K	0.0%	-33.6%	0.000%
8/14/2024	Xponance Inc.	54,936	$5.29M	0.1%	-6.6%	0.014%
8/14/2024	Bank of Montreal Can	381,356	$36.82M	0.0%	+0.6%	0.094%
8/14/2024	Public Sector Pension Investment Board	198,871	$19.14M	0.1%	+3.2%	0.049%
8/14/2024	J. Stern & Co. LLP	378,613	$36.45M	4.3%	+18.8%	0.094%
8/14/2024	Nippon Life Global Investors Americas Inc.	260,760	$25.10M	1.1%	-3.0%	0.064%
8/14/2024	First City Capital Management Inc.	2,400	$231K	0.1%	-11.1%	0.001%
8/14/2024	Gabelli Funds LLC	4,500	$433K	0.0%	-13.5%	0.001%
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8/14/2024	Prospector Partners LLC	123,925	$11.93M	1.3%	+0.6%	0.031%
8/14/2024	Holderness Investments Co.	5,786	$557K	0.1%	-3.7%	0.001%
8/14/2024	ProShare Advisors LLC	71,287	$6.86M	0.0%	+5.5%	0.018%
8/14/2024	Profund Advisors LLC	6,500	$626K	0.0%	-1.7%	0.002%
8/13/2024	Circle Wealth Management LLC	32,510	$3.13M	0.1%	-0.9%	0.008%
8/13/2024	Connecticut Wealth Management LLC	100,334	$9.66M	0.5%	-0.9%	0.025%
8/13/2024	Ensign Peak Advisors Inc	243,012	$23.39M	0.0%	-0.7%	0.060%
8/13/2024	Transatlantique Private Wealth LLC	41,109	$3.96M	1.6%	N/A	0.010%
8/13/2024	Summit Trail Advisors LLC	8,187	$788K	0.0%	-4.4%	0.002%
8/13/2024	Thrivent Financial for Lutherans	33,787	$3.25M	0.0%	-3.9%	0.008%
8/13/2024	Sei Investments Co.	162,773	$15.67M	0.0%	-2.2%	0.040%
8/13/2024	Pacer Advisors Inc.	54,269	$5.22M	0.0%	-6.3%	0.013%
8/13/2024	Skandinaviska Enskilda Banken AB publ	135,646	$13.06M	0.1%	-0.2%	0.034%
8/13/2024	AE Wealth Management LLC	2,948	$284K	0.0%	N/A	0.001%
8/13/2024	Bridges Investment Management Inc.	10,690	$1.03M	0.0%	+2.9%	0.003%
8/13/2024	Canada Pension Plan Investment Board	273,972	$26.37M	0.0%	+8.1%	0.068%
8/13/2024	Public Employees Retirement Association of Colorado	51,764	$4.98M	0.0%	-6.0%	0.013%
8/12/2024	Brighton Jones LLC	2,580	$248K	0.0%	+5.0%	0.001%
8/12/2024	Intech Investment Management LLC	31,497	$3.03M	0.0%	-19.7%	0.008%
8/12/2024	MQS Management LLC	6,809	$655K	0.4%	N/A	0.002%
8/12/2024	Kentucky Retirement Systems	30,468	$2.93M	0.1%	-1.0%	0.008%
8/12/2024	First Eagle Investment Management LLC	32,304	$3.11M	0.0%	+61.1%	0.008%
8/12/2024	Hsbc Holdings PLC	638,139	$61.42M	0.0%	-20.4%	0.159%
8/12/2024	Elo Mutual Pension Insurance Co	34,945	$3.36M	0.1%	-6.8%	0.009%
8/12/2024	Blair William & Co. IL	24,544	$2.36M	0.0%	+64.7%	0.006%
8/12/2024	Vanguard Personalized Indexing Management LLC	37,547	$3.48M	0.1%	+14.4%	0.009%
8/12/2024	Amalgamated Bank	81,720	$7.87M	0.1%	-4.4%	0.020%
8/12/2024	Meiji Yasuda Asset Management Co Ltd.	6,411	$617K	0.0%	+7.6%	0.002%
8/12/2024	Mercer Global Advisors Inc. ADV	45,432	$4.36M	0.0%	+2.3%	0.011%
8/12/2024	Argent Trust Co	13,505	$1.30M	0.1%	+11.0%	0.003%
8/12/2024	SYSTM Wealth Solutions LLC	303	$29K	0.0%	-69.3%	0.000%
8/10/2024	Bradley Foster & Sargent Inc. CT	66,221	$6.37M	0.1%	-1.6%	0.016%
8/10/2024	Mutual of America Capital Management LLC	51,011	$4.91M	0.1%	-4.1%	0.013%
8/10/2024	Cranbrook Wealth Management LLC	287	$28K	0.0%	+675.7%	0.000%
8/10/2024	Virtu Financial LLC	7,894	$760K	0.1%	-40.6%	0.002%
8/10/2024	Stock Yards Bank & Trust Co.	2,638	$254K	0.0%	-12.5%	0.001%
8/9/2024	Primecap Management Co. CA	1,813,291	$174.55M	0.1%	-3.8%	0.448%
8/9/2024	Moors & Cabot Inc.	4,972	$479K	0.0%	+7.7%	0.001%
8/9/2024	Dimensional Fund Advisors LP	2,523,091	$242.87M	0.1%	+4.2%	0.624%
8/9/2024	Massachusetts Financial Services Co. MA	8,247,918	$793.95M	0.2%	+12.4%	2.040%
8/9/2024	Brown Brothers Harriman & Co.	815,179	$78.47M	0.6%	+2,782.3%	0.202%
8/9/2024	Rathbones Group PLC	454,207	$43.72M	0.2%	+6.6%	0.112%
8/8/2024	Envestnet Asset Management Inc.	507,077	$48.81M	0.0%	+0.2%	0.125%
8/8/2024	Wealthspire Advisors LLC	2,342	$225K	0.0%	-46.6%	0.001%
8/8/2024	Parallel Advisors LLC	9,441	$909K	0.0%	+2.6%	0.002%
8/8/2024	Dai ichi Life Insurance Company Ltd	26,930	$2.59M	0.1%	-11.3%	0.007%
8/8/2024	HBK Sorce Advisory LLC	4,072	$392K	0.0%	-10.5%	0.001%
8/8/2024	Zions Bancorporation N.A.	4,860	$468K	0.0%	-40.2%	0.001%
8/8/2024	Federated Hermes Inc.	473,024	$45.53M	0.1%	+32.7%	0.117%
8/8/2024	GHP Investment Advisors Inc.	2,860	$275K	0.0%	-19.1%	0.001%
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8/8/2024	Meeder Advisory Services Inc.	7,883	$759K	0.1%	+44.4%	0.002%
8/8/2024	DekaBank Deutsche Girozentrale	205,529	$19.66M	0.0%	+26.3%	0.051%
8/8/2024	Meeder Asset Management Inc.	270	$26K	0.0%	+264.9%	0.000%
8/8/2024	BOKF NA	4,165	$401K	0.0%	-5.9%	0.001%
8/8/2024	Achmea Investment Management B.V.	52,021	$5.01M	0.1%	-7.6%	0.013%
8/8/2024	Forsta AP Fonden	120,500	$11.60M	0.1%	-8.2%	0.030%
8/8/2024	American Century Companies Inc.	623,176	$59.99M	0.0%	-14.0%	0.154%
8/8/2024	State of New Jersey Common Pension Fund D	133,610	$12.86M	0.1%	-39.9%	0.033%
8/8/2024	Bahl & Gaynor Inc.	416,775	$40.12M	0.2%	+3.5%	0.103%
8/8/2024	Hazlett Burt & Watson Inc.	1,935	$186K	0.1%	+70.5%	0.000%

(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, 1,100 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. ($4.49B), BlackRock Inc. ($3.14B), State Street Corp ($1.43B), Morgan Stanley ($1.04B), Geode Capital Management LLC ($901.09M), and Quilter Plc ($800.78M).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 836 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: Norges Bank ($7.03M), Vanguard Group Inc. ($6.04M), PineStone Asset Management Inc. ($5.22M), Mitsubishi UFJ Kokusai Asset Management Co. Ltd. ($3.07M), JPMorgan Chase & Co. ($3.03M), Sarasin & Partners LLP ($2.17M), and Bank Julius Baer & Co. Ltd Zurich ($2.11M).

How much institutional buying is happening at Otis Worldwide?: Institutional investors have bought a total of 69,441,907 shares in the last 24 months. This purchase volume represents approximately $5.82B in transactions.
Which Otis Worldwide major shareholders have been selling company stock?: Of the 708 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 ($4.13M), Fiera Capital Corp ($3.42M), Brown Advisory Inc. ($2.28M), Invesco Ltd. ($2.14M), and Massachusetts Financial Services Co. MA ($1.88M).
How much institutional selling is happening at Otis Worldwide?: Institutional investors have sold a total of 103,582,897 shares in the last 24 months. This volume of shares sold represents approximately $8.90B in transactions.