NYSE:OTIS

Otis Worldwide (OTIS) Institutional Ownership

$80.91

-0.79 (-0.97%)

(As of 09/21/2023 ET)

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Today's Range: $80.79
▼
$81.83
50-Day Range: $80.91
▼
$90.96
52-Week Range: $62.49
▼
$91.33

Volume: 2.77 million shs
Average Volume: 1.85 million shs
Market Capitalization: $33.31 billion

P/E Ratio: 25.52
Dividend Yield: 1.68%
Price Target: $87.86

Current Institutional Ownership Percentage: 85.48%
Number of Institutional Buyers (last 12 months): 631
Total Institutional Inflows (last 12 months): $3.72 B

Number of Institutional Sellers (last 12 months): 559
Total Institutional Outflows (last 12 months): $6.47 B

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OTIS Institutional Buying and Selling by Quarter

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
9/21/2023	Barclays PLC	525,746	$46.80M	0.0%	+309.7%	0.128%
9/7/2023	ST Germain D J Co. Inc.	2,926	$0.26M	0.0%	N/A	0.001%
8/25/2023	Brown Shipley& Co Ltd	34,495	$3.07M	1.2%	+13.0%	0.008%
8/24/2023	Alberta Investment Management Corp	75,688	$6.74M	0.1%	+174.2%	0.018%
8/23/2023	Headinvest LLC	5,638	$0.49M	0.1%	-11.9%	0.001%
8/21/2023	BOKF NA	12,145	$1.08M	0.0%	-5.7%	0.003%
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8/21/2023	California State Teachers Retirement System	673,097	$59.91M	0.1%	-3.3%	0.163%
8/21/2023	Osaic Holdings Inc.	110,053	$9.80M	0.0%	-2.1%	0.027%
8/21/2023	Teachers Retirement System of The State of Kentucky	37,477	$3.34M	0.0%	-3.7%	0.009%
8/17/2023	Orion Portfolio Solutions LLC	67,365	$6M	0.1%	+783.1%	0.016%
8/17/2023	Imprint Wealth LLC	167,210	$16.72M	0.7%	N/A	0.041%
8/16/2023	Quilter Plc	807	$72K	0.0%	-13.4%	0.000%
8/16/2023	Nuveen Asset Management LLC	1,394,498	$124.12M	0.0%	-8.8%	0.339%
8/16/2023	Resources Management Corp CT ADV	460	$41K	0.0%	+47.4%	0.000%
8/16/2023	CreativeOne Wealth LLC	2,682	$0.24M	0.0%	+6.7%	0.001%
8/16/2023	PCA Investment Advisory Services Inc.	587	$52K	0.0%	N/A	0.000%
8/16/2023	GTS Securities LLC	2,285	$0.20M	0.0%	N/A	0.001%
8/16/2023	National Pension Service	972,476	$86.17M	0.1%	+33.3%	0.236%
8/15/2023	Alliancebernstein L.P.	12,239,672	$1.09B	0.4%	+32.5%	2.973%
8/15/2023	Equitable Holdings Inc.	2,312	$0.21M	0.0%	N/A	0.001%
8/15/2023	Invesco LLC	4,251	$0.38M	0.2%	N/A	0.001%
8/15/2023	Imprint Wealth LLC	167,210	$16.72M	0.1%	N/A	0.041%
8/15/2023	Wells Fargo & Company MN	743,444	$66.17M	0.0%	-0.7%	0.181%
8/15/2023	IMA Wealth Inc.	11,129	$0.99M	0.3%	+1.4%	0.003%
8/15/2023	Public Employees Retirement System of Ohio	195,823	$17.43M	0.1%	-8.7%	0.048%
8/15/2023	Fairfield Bush & CO.	863	$77K	0.0%	N/A	0.000%
8/15/2023	Cornerstone Planning Group LLC	515	$46K	0.0%	N/A	0.000%
8/15/2023	Natixis Advisors L.P.	147,236	$13.11M	0.0%	+0.2%	0.036%
8/15/2023	Integrated Wealth Concepts LLC	9,059	$0.81M	0.0%	-1.8%	0.002%
8/15/2023	Crestwood Advisors Group LLC	3,024	$0.27M	0.0%	-5.8%	0.001%
8/15/2023	Raymond James Trust N.A.	11,875	$1.06M	0.0%	-4.3%	0.003%
8/15/2023	Vestcor Inc	9,886	$0.88M	0.0%	-34.0%	0.002%
8/15/2023	Colony Group LLC	13,245	$1.18M	0.0%	-9.0%	0.003%
8/15/2023	Centaurus Financial Inc.	2,536	$0.23M	0.0%	-12.2%	0.001%
8/15/2023	Y Intercept Hong Kong Ltd	43,179	$3.84M	0.4%	+25.5%	0.010%
8/15/2023	United Services Automobile Association	11,527	$1.03M	0.0%	N/A	0.003%
8/15/2023	Goldman Sachs Group Inc.	1,912,387	$170.22M	0.0%	-35.2%	0.464%
8/15/2023	Laurel Wealth Advisors LLC	2,671	$0.24M	0.0%	-8.7%	0.001%
8/15/2023	Zacks Investment Management	15,931	$1.42M	0.0%	N/A	0.004%
8/15/2023	Captrust Financial Advisors	48,727	$4.34M	0.0%	+4.3%	0.012%

8/15/2023	Lazard Asset Management LLC	2,941,030	$261.78M	0.3%	-8.8%	0.714%
8/15/2023	Royal Bank of Canada	2,400,165	$213.64M	0.1%	+83.8%	0.583%
8/15/2023	Rockefeller Capital Management L.P.	19,638	$1.51M	0.0%	-35.3%	0.005%
8/15/2023	Segall Bryant & Hamill LLC	3,971	$0.35M	0.0%	-12.8%	0.001%
8/15/2023	Stifel Financial Corp	93,965	$8.36M	0.0%	-6.8%	0.023%
8/15/2023	Hilltop Holdings Inc.	2,647	$0.24M	0.0%	+8.9%	0.001%
8/15/2023	Holocene Advisors LP	17,305	$1.54M	0.0%	N/A	0.004%
8/15/2023	Horizon Investments LLC	6,331	$0.56M	0.0%	+13.5%	0.002%
8/15/2023	Intrinsic Edge Capital Management LLC	40,000	$3.56M	0.3%	-42.9%	0.010%
8/15/2023	Banco Santander S.A.	113,896	$10.14M	0.1%	+2,125.0%	0.028%
8/15/2023	Bayesian Capital Management LP	21,700	$1.93M	0.2%	+45.6%	0.005%
8/15/2023	Beacon Pointe Advisors LLC	10,528	$0.94M	0.0%	-25.7%	0.003%
8/15/2023	Brown Shipley& Co Ltd	1,511	$0.18M	0.1%	-95.0%	0.000%
8/15/2023	CIBC Asset Management Inc	112,960	$10.06M	0.0%	-0.8%	0.027%
8/14/2023	Caisse DE Depot ET Placement DU Quebec	97,749	$8.70M	0.0%	+17.6%	0.024%
8/14/2023	Mercer Global Advisors Inc. ADV	40,774	$3.63M	0.0%	+0.6%	0.010%
8/14/2023	Orion Portfolio Solutions LLC	59,014	$6M	0.1%	+673.6%	0.014%
8/14/2023	Stephens Inc. AR	5,990	$0.53M	0.0%	+6.3%	0.001%
8/14/2023	Ergoteles LLC	5,922	$0.53M	0.0%	N/A	0.001%
8/14/2023	United Capital Financial Advisers LLC	132,115	$11.76M	0.1%	-6.2%	0.032%
8/14/2023	State of Wyoming	5,179	$0.46M	0.1%	+38.0%	0.001%
8/14/2023	Greenwood Gearhart Inc.	140,076	$12.47M	1.5%	+3.5%	0.034%
8/14/2023	Nippon Life Global Investors Americas Inc.	146,845	$13.07M	0.9%	+21.0%	0.036%
8/14/2023	Tudor Investment Corp Et Al	101,921	$9.07M	0.1%	-22.4%	0.025%
8/14/2023	IFP Advisors Inc	2,020	$0.18M	0.0%	+12.1%	0.000%
8/14/2023	Tower Research Capital LLC TRC	16,017	$1.43M	0.0%	+15.9%	0.004%
8/14/2023	Schonfeld Strategic Advisors LLC	2,380	$0.21M	0.0%	N/A	0.001%
8/14/2023	Eisler Capital US LLC	49,760	$4.43M	0.2%	N/A	0.012%
8/14/2023	State of Wisconsin Investment Board	2,012,115	$179.10M	0.5%	+1.2%	0.489%
8/14/2023	State Street Corp	16,043,265	$1.43B	0.1%	+1.5%	3.896%
8/14/2023	MML Investors Services LLC	59,280	$5.28M	0.0%	+32.5%	0.014%
8/14/2023	Jefferies Financial Group Inc.	16,240	$1.45M	0.0%	-30.8%	0.004%
8/14/2023	UniSuper Management Pty Ltd	3,000	$0.27M	0.0%	N/A	0.001%
8/14/2023	Capital Fund Management S.A.	86,256	$7.68M	0.0%	+55.4%	0.021%
8/14/2023	Treasurer of the State of North Carolina	180,751	$16.09M	0.1%	-2.3%	0.044%
8/14/2023	Bleakley Financial Group LLC	10,422	$0.93M	0.0%	+5.1%	0.003%
8/14/2023	Union Savings Bank	411	$37K	0.0%	N/A	0.000%
8/14/2023	LBP AM SA	12,390	$1.10M	0.0%	+45.5%	0.003%
8/14/2023	Nuveen Asset Management LLC	1,394,498	$124.12M	0.0%	-8.8%	0.339%
8/14/2023	Silvercrest Asset Management Group LLC	26,378	$2.35M	0.0%	-1.4%	0.006%
8/14/2023	Thrivent Financial for Lutherans	17,594	$1.57M	0.0%	-1.2%	0.004%
8/14/2023	Deccan Value Investors L.P.	2,019,902	$179.79M	16.5%	-4.9%	0.491%
8/14/2023	London Co. of Virginia	2,096,451	$186.61M	1.1%	-5.9%	0.509%
8/14/2023	Cerity Partners LLC	22,324	$1.99M	0.0%	-3.8%	0.005%
8/14/2023	Glenview Trust Co	8,838	$0.79M	0.0%	-2.5%	0.002%
8/14/2023	Fund Management at Engine No. 1 LLC	5,383	$0.48M	0.1%	+7.0%	0.001%
8/14/2023	Cloverfields Capital Group LP	29,387	$2.62M	0.8%	+231.0%	0.007%
8/14/2023	Prelude Capital Management LLC	3,579	$0.32M	0.0%	-19.2%	0.001%
8/11/2023	Pinebridge Investments L.P.	529,633	$47.14M	0.5%	+42.6%	0.129%
8/11/2023	Renaissance Technologies LLC	221,600	$19.73M	0.0%	-63.9%	0.054%

8/11/2023	Natixis Investment Managers International	7,920	$0.71M	0.1%	-26.2%	0.002%
8/11/2023	Ossiam	46,188	$4.11M	0.1%	-9.2%	0.011%
8/11/2023	Cibc World Market Inc.	20,356	$1.81M	0.0%	+8.4%	0.005%
8/11/2023	Baird Financial Group Inc.	34,247	$3.05M	0.0%	-2.8%	0.008%
8/11/2023	Credit Suisse AG	2,286,645	$203.53M	0.2%	+15.5%	0.555%
8/11/2023	BlackRock Inc.	35,251,724	$3.14B	0.1%	-0.4%	8.562%
8/11/2023	Ameritas Investment Partners Inc.	5,577	$0.50M	0.0%	-12.6%	0.001%
8/11/2023	Fort L.P.	3,311	$0.30M	0.8%	-12.6%	0.001%
8/11/2023	iSAM Funds UK Ltd	6,150	$0.55M	0.5%	N/A	0.001%
8/11/2023	Campbell & CO Investment Adviser LLC	16,763	$1.49M	0.3%	N/A	0.004%

(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, 1,207 institutional investors and hedge funds held shares of Otis Worldwide. The most heavily invested institutionals were Aspire Private Capital LLC ($47.18B), Scissortail Wealth Management LLC ($7.18B), BlackRock Inc. ($3.14B), Vanguard Group Inc. ($2.53B), State Street Corp ($1.43B), Alliancebernstein L.P. ($1.09B), and Morgan Stanley ($1.03B).Learn more on OTIS's institutional investors.
What percentage of Otis Worldwide stock is owned by institutional investors?: 85.48% 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 953 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 ($8.57M), JPMorgan Chase & Co. ($5.35M), Alliancebernstein L.P. ($3.89M), Lazard Asset Management LLC ($3.86M), Viking Global Investors LP ($3.54M), Mitsubishi UFJ Kokusai Asset Management Co. Ltd. ($3.04M), and Parnassus Investments LLC ($2.86M).

How much institutional buying is happening at Otis Worldwide?: Institutional investors have bought a total of 105,526,892 shares in the last 24 months. This purchase volume represents approximately $8.39B in transactions.
Which Otis Worldwide major shareholders have been selling company stock?: Of the 802 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 ($41.36M), BlackRock Inc. ($3.53M), Bank of New York Mellon Corp ($3.27M), Renaissance Technologies LLC ($2.78M), AKO Capital LLP ($2.54M), Goldman Sachs Group Inc. ($2.43M), and Massachusetts Financial Services Co. MA ($2.38M).
How much institutional selling is happening at Otis Worldwide?: Institutional investors have sold a total of 125,959,928 shares in the last 24 months. This volume of shares sold represents approximately $10.37B in transactions.

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This page (NYSE:OTIS) was last updated on 9/22/2023 by MarketBeat.com Staff

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Otis Worldwide (OTIS) Institutional Ownership

OTIS Institutional Buying and Selling by Quarter

Otis Worldwide Major Shareholders & Ownership History

OTIS Institutional Ownership - Frequently Asked Questions

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Otis Worldwide (OTIS) Institutional Ownership

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

OTIS Institutional Buying and Selling by Quarter

Otis Worldwide Major Shareholders & Ownership History

OTIS Institutional Ownership - Frequently Asked Questions