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Otis Worldwide (OTIS) Institutional Ownership

Otis Worldwide logo
$68.00 -1.30 (-1.87%)
As of 02:01 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)
678
Total
Institutional Inflows
(last 12 months)
$12.05B
Number of
Institutional Sellers
(last 12 months)
532
Total
Institutional Outflows
(last 12 months)
$4.15B
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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
9/9/2026 The Manufacturers Life Insurance Company 272,748$19.53M0.0%-5.0%0.072%
9/9/2026 Sequoia Financial Advisors LLC10,387$744K0.0%+12.6%0.003%
9/9/2026 Tidal Investments LLC407,080$29.15M0.1%-5.7%0.107%
9/9/2026 Van Hulzen Asset Management LLC4,000$286K0.0%N/A0.001%
9/9/2026 National Pension Service761,439$54.52M0.0%+16.6%0.200%
9/9/2026 Engineers Gate Manager LP52,894$3.79M0.0%-81.0%0.014%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC3,347$240K0.0%+19.5%0.001%
9/9/2026 NorthRock Partners LLC9,845$705K0.0%+80.2%0.003%
9/9/2026 Integrated Wealth Concepts LLC11,145$798K0.0%+12.1%0.003%
9/9/2026 NewEdge Advisors LLC27,068$1.94M0.0%+132.4%0.007%
9/9/2026 IFP Advisors Inc26,109$1.87M0.0%+16.7%0.007%
9/9/2026 Squarepoint Ops LLC1,314,313$94.11M0.1%-4.8%0.345%
9/9/2026 Baird Financial Group Inc.53,760$3.85M0.0%+23.7%0.014%
9/9/2026 Beacon Investment Advisory Services Inc.700$50K0.0%-28.0%0.000%
9/8/2026 Veritas Asset Management LLP105,652$7.57M0.1%N/A0.028%
9/8/2026 Allworth Financial LP43,593$3.12M0.0%+21.1%0.011%
9/8/2026 Arizona State Retirement System111,451$7.98M0.0%+5.2%0.029%
9/8/2026 Waverly Advisors LLC9,389$672K0.0%+33.6%0.002%
9/8/2026 Empirical Finance LLC14,399$1.03M0.0%+3.2%0.004%
9/8/2026 Nykredit A S80,937$5.80M0.0%N/A0.021%
9/2/2026 Allianz Asset Management GmbH615,209$44.05M0.0%+11.8%0.162%
8/27/2026 Corient Private Wealth LP258,430$18.50M0.0%+70.2%0.068%
8/26/2026 Amundi1,844,777$132.09M0.0%-2.2%0.485%
8/26/2026 HighTower Advisors LLC421,311$30.17M0.0%-26.7%0.111%
8/25/2026 Groupe la Francaise66,940$4.79M0.1%+10.8%0.018%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al196,650$14.08M0.1%N/A0.052%
8/24/2026 First Eagle Investment Management LLC205,863$14.74M0.0%+5.0%0.054%
8/24/2026 California State Teachers Retirement System45,473,804$3.26B0.0%+7,150.9%11.946%
8/23/2026 Washington Trust Advisors Inc.2,567$184K0.0%+8.0%0.001%
8/23/2026 Ameritas Advisory Services LLC1,571$112K0.0%N/A0.000%
8/23/2026 Wedmont Private Capital4,647$340K0.0%-16.7%0.001%
8/23/2026 Kintra Wealth LLC4,286$313K0.0%N/A0.001%
8/23/2026 HB Wealth Management LLC22,190$1.59M0.0%+93.1%0.006%
8/23/2026 Saudi Central Bank27,209$1.95M0.0%+89.1%0.007%
8/23/2026 Riverview Capital Advisers LLC19,053$1.36M0.4%-25.8%0.005%
8/22/2026 AlphaGrep UK Ltd7,457$534K0.2%N/A0.002%
8/22/2026 TOP Private Wealth LLC.1,621$116K0.1%N/A0.000%
8/22/2026 Raiffeisen Bank International AG35,563$2.59M0.0%+15.4%0.009%
8/22/2026 Syon Capital LLC3,628$260K0.0%N/A0.001%
8/22/2026 denkapparat Operations GmbH11,576$829K0.3%N/A0.003%
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8/22/2026 TD Waterhouse Canada Inc.17,033$1.20M0.0%+175.1%0.004%
8/22/2026 Concurrent Investment Advisors LLC8,690$622K0.0%+13.1%0.002%
8/22/2026 NEOS Investment Management LLC63,814$4.57M0.0%+3.2%0.017%
8/21/2026 AXQ Capital LP68,599$4.91M0.5%+6.8%0.018%
8/21/2026 Continuum Advisory LLC1,870$134K0.0%N/A0.000%
8/21/2026 Nykredit A S87,658$6.28M0.0%N/A0.023%
8/21/2026 B. Metzler seel. Sohn & Co. AG42,218$3.02M0.0%+8.5%0.011%
8/20/2026 Proficio Capital Partners LLC3,118$223K0.0%N/A0.001%
8/20/2026 Clifford Swan Investment Counsel LLC105,779$7.57M0.2%+16.3%0.028%
8/20/2026 Railway Pension Investments Ltd394,800$28.27M0.4%-3.7%0.104%
8/20/2026 BTG Pactual Asset Management US LLC6,877$492K0.0%+82.5%0.002%
8/20/2026 Headlands Technologies LLC10,027$718K0.1%+60.2%0.003%
8/20/2026 Quantitative Investment Management LLC12,662$906K0.1%N/A0.003%
8/20/2026 Ancora Advisors LLC1,931$138K0.0%-27.5%0.001%
8/20/2026 Two Sigma Securities LLC5,710$409K0.0%-79.7%0.001%
8/20/2026 Benjamin Edwards Inc.21,548$1.54M0.0%+72.2%0.006%
8/20/2026 Davidson Investment Advisors262,612$18.80M0.8%-11.2%0.069%
8/20/2026 Northwestern Mutual Wealth Management Co.17,871$1.28M0.0%+1.0%0.005%
8/20/2026 Sheets Smith Wealth Management25,801$1.85M0.2%-7.8%0.007%
8/20/2026 Okabena Investment Services Inc.19,297$1.38M0.2%+18.6%0.005%
8/20/2026 Greenleaf Trust9,038$647K0.0%-3.7%0.002%
8/19/2026 Delta Asset Management LLC TN68,374$4.90M0.4%+0.3%0.018%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC3,071,357$219.91M0.0%-7.2%0.807%
8/19/2026 New Mexico Educational Retirement Board19,408$1.39M0.0%+8.4%0.005%
8/19/2026 Royal London Asset Management Ltd.191,154$13.69M0.0%-0.5%0.050%
8/19/2026 Mufg Securities Americas Inc.11,558$828K0.0%+7.5%0.003%
8/19/2026 Van ECK Associates Corp3,993,011$285.90M0.2%+0.6%1.049%
8/19/2026 Ferguson Wellman Capital Management Inc.2,797$200K0.0%-11.6%0.001%
8/19/2026 Nissay Asset Management Corp Japan52,420$3.75M0.0%+4.0%0.014%
8/19/2026 BNP Paribas51,616$3.84M0.1%-2.1%0.014%
8/19/2026 Hsbc Holdings PLC1,269,413$90.92M0.0%+68.0%0.333%
8/19/2026 Field & Main Bank4,516$323K0.1%N/A0.001%
8/19/2026 Wellington Management Group LLP3,335,941$238.85M0.0%-5.3%0.876%
8/19/2026 Kingsview Wealth Management LLC4,205$301K0.0%N/A0.001%
8/18/2026 Beacon Pointe Advisors LLC21,920$1.57M0.0%N/A0.006%
8/18/2026 Rakuten Investment Management Inc.63,787$4.65M0.0%N/A0.017%
8/18/2026 Orion Capital Management LLC375$27K0.0%N/A0.000%
8/18/2026 Glenview Trust Co5,923$424K0.0%N/A0.002%
8/18/2026 Empowered Funds LLC72,123$5.16M0.0%N/A0.019%
8/18/2026 United Capital Financial Advisors LLC9,942$712K0.0%N/A0.003%
8/18/2026 Dearborn Partners LLC5,865$420K0.0%N/A0.002%
8/18/2026 Centaurus Financial Inc.1,924$138K0.0%N/A0.001%
8/18/2026Jefferies Financial Group Inc.193,236$13.84M0.1%N/A0.051%
8/18/2026 Public Employees Retirement System of Ohio109,524$7.84M0.0%N/A0.029%
8/18/2026 MASTERINVEST Kapitalanlage GmbH10,918$782K0.1%N/A0.003%
8/17/2026 Capstone Investment Advisors LLC19,861$1.42M0.0%N/A0.005%
8/17/2026 Parvin Asset Management LLC1,122$80K0.1%N/A0.000%
8/17/2026 Proficio Capital Partners LLC3,118$223K0.0%N/A0.001%
8/17/2026 Corient Private Wealth LP275,783$19.75M0.0%N/A0.072%
8/17/2026 Philadelphia Investment Partners LLC3,190$233K0.1%N/A0.001%
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8/17/2026 Ausdal Financial Partners Inc.6,289$450K0.0%N/A0.002%
8/17/2026 Bank of America Corp DE2,642,922$189.23M0.0%N/A0.694%
8/15/2026 Caisse de depot et placement du Quebec7,367$527K0.0%N/A0.002%
8/15/2026 Pointe Capital Management LLC4,102$294K0.1%N/A0.001%
8/15/2026 Man Group plc1,475,345$105.64M0.2%N/A0.388%
8/15/2026 Western Wealth Management LLC11,462$821K0.0%N/A0.003%
8/15/2026 First Bancorp Inc ME481$34K0.0%N/A0.000%
8/15/2026 Jupiter Topco LLC55,484$3.97M0.0%N/A0.015%
8/14/2026 Hsbc Holdings PLC1,269,413$90.92M0.0%N/A0.333%
8/14/2026 EFG International AG9,391$672K0.0%N/A0.002%


OTIS Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,280 institutional investors and hedge funds held shares of Otis Worldwide. The most heavily invested institutionals were Vanguard Group Inc. ($4.25B), California State Teachers Retirement System ($3.26B), BlackRock Inc. ($2.26B), Alliancebernstein L.P. ($1.55B), State Street Corp ($1.41B), Morgan Stanley ($1.11B), and Geode Capital Management LLC ($945.02M).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 1,037 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: California State Teachers Retirement System ($44.87M), BlackRock Inc. ($31.62M), Norges Bank ($23.12M), JPMorgan Chase & Co. ($18.01M), Mitsubishi UFJ Asset Management Co. Ltd. ($7.25M), Van ECK Associates Corp ($6.17M), and Franklin Resources Inc. ($3.89M).

Institutional investors have bought a total of 156,681,167 shares in the last 24 months. This purchase volume represents approximately $12.05B in transactions.

Of the 532 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. ($16.08M), T. Rowe Price Investment Management Inc. ($5.74M), Alliancebernstein L.P. ($2.44M), Sarasin & Partners LLP ($1.59M), Macquarie Group Ltd. ($1.21M), Assenagon Asset Management S.A. ($1.18M), and London Co. of Virginia ($946.96K).

Institutional investors have sold a total of 47,268,596 shares in the last 24 months. This volume of shares sold represents approximately $4.15B in transactions.


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Institutional ownership data for NYSE:OTIS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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