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Otis Worldwide (OTIS) Institutional Ownership

Otis Worldwide logo
$74.30 +0.30 (+0.40%)
As of 01:56 PM Eastern
This is a fair market value 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)
712
Total
Institutional Inflows
(last 12 months)
$6.81B
Number of
Institutional Sellers
(last 12 months)
612
Total
Institutional Outflows
(last 12 months)
$6.88B
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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
5/12/2026ABN Amro Investment Solutions28,467$2.19M0.0%+20.4%0.007%
5/8/2026 PNC Financial Services Group Inc.339,177$26.14M0.0%-3.7%0.088%
5/8/2026 Oslo Pensjonsforsikring AS2,686$207K0.0%N/A0.001%
5/8/2026 Burling Wealth Partners LLC4,707$363K0.1%-6.6%0.001%
5/8/2026 Glenview Trust Co6,016$464K0.0%-9.9%0.002%
5/8/2026 Cassaday & Co Wealth Management LLC1,777$137K0.0%N/A0.000%
5/7/2026 Dimensional Fund Advisors LP1,969,372$151.79M0.0%+4.4%0.513%
5/7/2026 Parallel Advisors LLC6,265$483K0.0%-9.6%0.002%
5/7/2026 KBC Group NV453,059$34.92M0.1%+64.1%0.118%
5/7/2026 SEB Asset Management AB101,369$7.81M0.0%N/A0.026%
5/7/2026 Regents Gate Capital LLP175,425$13.52M2.9%N/A0.046%
5/7/2026 Swiss National Bank1,143,643$88.15M0.1%+6.3%0.298%
5/7/2026 AIA Group Ltd41,260$3.18M0.0%-8.3%0.011%
5/7/2026 Ascent Wealth Partners LLC9,761$752K0.1%+2.5%0.003%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC901$69K0.0%-27.2%0.000%
5/6/2026 IMA Advisory Services Inc.9,236$712K0.1%-2.9%0.002%
5/6/2026 California Public Employees Retirement System691,400$53.29M0.0%-1.9%0.180%
5/6/2026 Clifford Swan Investment Counsel LLC90,992$7.01M0.2%+117.0%0.024%
5/6/2026 Bartlett & CO. Wealth Management LLC6,874$522K0.0%-25.8%0.002%
5/6/2026 Copeland Capital Management LLC3,460$267K0.0%+18.3%0.001%
5/6/2026 Modera Wealth Management LLC66,286$5.11M0.1%+1.0%0.017%
5/6/2026 Assetmark Inc.8,857$683K0.0%+6.9%0.002%
5/6/2026 Brown Shipley& Co Ltd29,307$2.26M1.4%-2.3%0.008%
5/6/2026 Allspring Global Investments Holdings LLC16,286$1.26M0.0%-1.1%0.004%
5/6/2026 Aware Super Pty Ltd as trustee of Aware Super16,356$1.26M0.0%N/A0.004%
5/5/2026 Wealthfront Advisers LLC21,913$1.69M0.0%-37.1%0.006%
5/5/2026 D.A. Davidson & CO.51,364$3.96M0.0%-1.4%0.013%
5/5/2026 Bank of New York Mellon Corp2,848,482$219.56M0.0%+4.1%0.742%
5/5/2026 Illinois Municipal Retirement Fund147,016$11.33M0.1%-1.2%0.038%
5/5/2026 SouthState Bank Corp1,591$123K0.0%-13.0%0.000%
5/5/2026 Sanctuary Advisors LLC34,218$2.64M0.0%+51.6%0.009%
5/5/2026 Mill Capital Management LLC144,443$11.13M0.8%+0.4%0.038%
5/5/2026 Checchi Capital Advisers LLC4,489$346K0.0%+10.9%0.001%
5/5/2026 Hillsdale Investment Management Inc.14,840$1.14M0.0%+30.9%0.004%
5/5/2026 Hartford Funds Management Co LLC12,873$992K0.1%-13.7%0.003%
5/4/2026 ABC Arbitrage SA4,358$336K0.0%N/A0.001%
5/4/2026 Calamos Wealth Management LLC2,765$213K0.0%N/A0.001%
5/4/2026 Calamos Advisors LLC67,535$5.21M0.0%+4.3%0.018%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management6,895$531K0.0%+16.2%0.002%
5/4/2026 Bryn Mawr Trust Advisors LLC63,468$4.89M0.2%+10.4%0.017%
5/4/2026 Bleakley Financial Group LLC10,563$814K0.0%-4.7%0.003%
5/4/2026 State of Michigan Retirement System101,507$7.82M0.0%-0.5%0.026%
5/4/2026 Y.D. More Investments Ltd13,413$1.03M0.0%-1.6%0.003%
5/4/2026 J. Safra Sarasin Holding AG337,541$26.02M0.4%-6.5%0.088%
5/4/2026 Applied Finance Capital Management LLC13,376$1.03M0.1%+3.3%0.003%
5/4/2026 Lifeworks Advisors LLC51,397$3.96M0.5%+3.1%0.013%
5/4/2026 Procyon Advisors LLC38,122$2.94M0.0%+16.0%0.010%
5/2/2026 ARQ Wealth Advisors LLC15,526$1.20M0.2%+432.4%0.004%
5/2/2026 Diversify Wealth Management LLC15,805$1.21M0.0%+25.5%0.004%
5/2/2026 Carnegie Investment Counsel233,574$18.00M0.4%-2.7%0.061%
5/1/2026 Welch & Forbes LLC245,678$18.94M0.2%-0.4%0.064%
5/1/2026 Lincoln Capital LLC67,875$5.23M1.0%-1.4%0.018%
5/1/2026 Fifth Third Bancorp81,714$6.30M0.0%+671.5%0.021%
5/1/2026 Candriam S.C.A.58,979$4.55M0.0%-15.4%0.015%
5/1/2026 Sequoia Financial Advisors LLC9,221$711K0.0%+4.6%0.002%
5/1/2026 Independence Bank of Kentucky401$31K0.0%-50.6%0.000%
4/30/2026 Equitable Trust Co.37,095$2.86M0.1%-65.4%0.010%
4/30/2026 Hsbc Holdings PLC755,635$58.18M0.0%-13.1%0.197%
4/30/2026 Texas Bank & Trust Co4,150$320K0.1%-5.7%0.001%
4/30/2026 Kestra Advisory Services LLC23,818$1.84M0.0%-1.5%0.006%
4/30/2026 Sumitomo Mitsui Trust Group Inc.832,132$64.14M0.0%-5.7%0.217%
4/30/2026 Resona Asset Management Co. Ltd.118,240$9.10M0.0%-0.5%0.031%
4/30/2026 Frank Rimerman Advisors LLC5,545$427K0.0%-26.6%0.001%
4/29/2026 Montag A & Associates Inc.4,749$366K0.0%-4.1%0.001%
4/29/2026 R Squared Ltd2,623$202K0.1%-85.0%0.001%
4/29/2026 Burney Co.14,389$1.11M0.0%+56.0%0.004%
4/29/2026 Swedbank AB266,602$20.55M0.0%+7.4%0.069%
4/28/2026 Busey Bank3,635$280K0.0%-10.3%0.001%
4/28/2026 Kathmere Capital Management LLC3,775$291K0.0%+53.2%0.001%
4/28/2026 Whittier Trust Co. of Nevada Inc.16,415$1.28M0.0%-5.2%0.004%
4/28/2026 Whittier Trust Co.9,489$741K0.0%-7.2%0.002%
4/28/2026 Stephens Inc. AR6,309$486K0.0%+20.8%0.002%
4/28/2026 Steigerwald Gordon & Koch Inc.150,210$11.58M1.2%-0.5%0.039%
4/28/2026 NBT Bank N A NY14,968$1.15M0.1%-1.4%0.004%
4/28/2026 Praxis Investment Management Inc.13,433$1.04M0.1%-19.9%0.004%
4/28/2026 V Square Quantitative Management LLC3,894$300K0.0%-9.4%0.001%
4/28/2026 Hunter Associates Investment Management LLC13,214$1.02M0.1%+13.1%0.003%
4/28/2026 QRG Capital Management Inc.23,434$1.81M0.0%-4.6%0.006%
4/27/2026 Lafayette Investments Inc.15,138$1.17M0.2%-2.2%0.004%
4/27/2026 Oxbow Advisors LLC62,449$4.81M0.4%+97.0%0.016%
4/27/2026 HB Wealth Management LLC11,489$886K0.0%-30.7%0.003%
4/27/2026 Moran Wealth Management LLC109,818$8.47M0.3%+0.2%0.029%
4/27/2026 Turtle Creek Wealth Advisors LLC9,086$700K0.1%+1.9%0.002%
4/27/2026 Private Advisor Group LLC17,519$1.35M0.0%-3.1%0.005%
4/27/2026 Optas LLC5,807$448K0.1%+12.7%0.002%
4/27/2026 Y Intercept Hong Kong Ltd5,160$398K0.0%-88.6%0.001%
4/27/2026 Leonteq Securities AG855$66K0.0%-40.3%0.000%
4/27/2026 Fjarde AP Fonden Fourth Swedish National Pension Fund119,224$9.19M0.1%+47.5%0.031%
4/27/2026 Elevation Point Wealth Partners LLC5,041$389K0.0%N/A0.001%
4/25/2026 Strs Ohio9,333$719K0.0%-71.8%0.002%
4/25/2026 Keybank National Association OH50,319$3.88M0.0%-6.1%0.013%
4/24/2026 Root Financial Partners LLC1,254$97K0.0%+282.3%0.000%
4/24/2026 Letson Investment Management Inc.27,045$2.09M0.8%-0.8%0.007%
4/24/2026 WD Rutherford LLC21,965$1.69M0.7%N/A0.006%
4/24/2026 Essex Financial Services Inc.16,800$1.30M0.1%-8.7%0.004%
4/24/2026 CHICAGO TRUST Co NA2,717$209K0.0%N/A0.001%
4/24/2026 Financial Life Planners703$54K0.0%N/A0.000%
4/24/2026 USS Investment Management Ltd1,767,235$136.21M0.6%+3.8%0.458%
4/24/2026 IFM Investors Pty Ltd80,576$6.21M0.1%+2.6%0.021%
4/24/2026 MQS Management LLC5,066$390K0.3%+4.2%0.001%


OTIS Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,267 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 1,010 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 73,827,914 shares in the last 24 months. This purchase volume represents approximately $6.81B in transactions.

Of the 608 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. ($3.44M), Menora Mivtachim Holdings LTD. ($2.44M), Macquarie Group Ltd. ($1.21M), and Sarasin & Partners LLP ($1.14M).

Institutional investors have sold a total of 73,585,047 shares in the last 24 months. This volume of shares sold represents approximately $6.88B in transactions.


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This page (NYSE:OTIS) was last updated on 5/12/2026 by MarketBeat.com Staff.
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