Otis Worldwide (OTIS) Institutional Ownership

$69.36 -1.48 (-2.09%)

Closing price 03:59 PM Eastern

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$69.31 -0.06 (-0.08%)

As of 04:15 PM Eastern

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Current Institutional Ownership Percentage: 88.03%
Number of Institutional Buyers (last 12 months): 685
Total Institutional Inflows (last 12 months): $6.74B

Number of Institutional Sellers (last 12 months): 593
Total Institutional Outflows (last 12 months): $6.57B

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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
5/29/2026	Asset Dedication LLC	1,146	$88K	0.0%	-23.8%	0.000%
5/26/2026	Glenmede Trust Co. NA	18,899	$1.46M	0.0%	-11.8%	0.005%
5/22/2026	Groupama Asset Managment	9,848	$759K	0.0%	+245.7%	0.003%
5/22/2026	Segall Bryant & Hamill LLC	127,408	$9.82M	0.1%	N/A	0.033%
5/21/2026	GKV Capital Management Co. Inc.	2,250	$173K	0.1%	N/A	0.001%
5/21/2026	Groupe la Francaise	60,411	$4.66M	0.1%	+12.1%	0.016%
5/19/2026	Western Wealth Management LLC	12,471	$961K	0.0%	N/A	0.003%
5/19/2026	Orographic Financial Advisors LLC	3,259	$251K	0.2%	N/A	0.001%
5/19/2026	Bank of America Corp DE	2,639,555	$203.46M	0.0%	-14.3%	0.688%
5/19/2026	Janus Henderson Group PLC	59,297	$4.57M	0.0%	+7.5%	0.015%
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5/19/2026	Strategic Investment Advisors MI	1,611	$124K	0.0%	N/A	0.000%
5/19/2026	Ashton Thomas Securities LLC	34,772	$2.68M	0.3%	+31.4%	0.009%
5/19/2026	Arkadios Wealth Advisors	8,501	$655K	0.0%	+3.2%	0.002%
5/19/2026	South Dakota Investment Council	1,350	$104K	0.0%	N/A	0.000%
5/18/2026	Amundi	1,886,423	$145.41M	0.0%	-6.5%	0.492%
5/18/2026	EverSource Wealth Advisors LLC	2,618	$202K	0.0%	-46.6%	0.001%
5/18/2026	California State Teachers Retirement System	627,151	$48.34M	0.1%	-2.6%	0.163%
5/18/2026	Emmett Investment Management LP	19,525	$1.51M	1.2%	N/A	0.005%
5/18/2026	Empowered Funds LLC	65,540	$5.05M	0.0%	+55.6%	0.017%
5/18/2026	Evelyn Partners Asset Management Ltd	1,159	$89K	0.0%	+93.5%	0.000%
5/18/2026	Evelyn Partners Investment Management LLP	1,080	$83K	0.0%	-31.0%	0.000%
5/18/2026	Evercore Wealth Management LLC	21,531	$1.66M	0.0%	-15.4%	0.006%
5/16/2026	The Manufacturers Life Insurance Company	287,005	$22.12M	0.0%	-6.1%	0.075%
5/16/2026	Quantinno Capital Management LP	248,110	$19.12M	0.0%	+73.4%	0.065%
5/16/2026	SummitTX Capital L.P.	31,689	$2.44M	0.1%	N/A	0.008%
5/15/2026	Gateway Wealth Partners LLC	5,151	$397K	0.0%	N/A	0.001%
5/15/2026	Quadcap Wealth Management LLC	3,030	$234K	0.0%	+25.6%	0.001%
5/15/2026	OMERS ADMINISTRATION Corp	38,201	$2.95M	0.0%	+160.9%	0.010%
5/15/2026	Bradley Foster & Sargent Inc. CT	45,482	$3.51M	0.1%	-4.6%	0.012%
5/15/2026	Lombard Odier Asset Management Switzerland SA	13,760	$1.06M	0.0%	+9.6%	0.004%
5/15/2026	Waverly Advisors LLC	7,030	$542K	0.0%	-16.0%	0.002%
5/15/2026	London Co. of Virginia	1,121,660	$86.46M	0.5%	-39.2%	0.292%
5/15/2026	Entropy Technologies LP	31,787	$2.45M	0.1%	-62.5%	0.008%
5/14/2026	Healthcare of Ontario Pension Plan Trust Fund	24,424	$1.88M	0.0%	+58.5%	0.006%
5/14/2026	Renaissance Technologies LLC	1,691,200	$130.36M	0.2%	+30.4%	0.441%
5/14/2026	Bollard Group LLC	13,542	$1.04M	0.0%	+10.2%	0.004%
5/14/2026	Gabelli Funds LLC	5,400	$416K	0.0%	+3.8%	0.001%
5/14/2026	Gamco Investors INC. ET AL	2,900	$224K	0.0%	-21.6%	0.001%
5/14/2026	Morningstar Investment Management LLC	68,541	$5.28M	0.3%	+240.5%	0.018%
5/14/2026	Public Employees Retirement System of Ohio	113,579	$8.76M	0.0%	-3.3%	0.030%
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5/14/2026	Compound Planning Inc.	3,217	$248K	0.0%	N/A	0.001%
5/14/2026	Arrowstreet Capital Limited Partnership	1,217,914	$93.88M	0.1%	+68.2%	0.317%
5/14/2026	Caxton Associates LLP	52,813	$4.07M	0.1%	+17.2%	0.014%
5/14/2026	Cloverfields Capital Group LP	89,064	$6.87M	2.2%	-3.7%	0.023%
5/14/2026	Clarkston Capital Partners LLC	19,530	$1.51M	0.1%	-86.5%	0.005%
5/14/2026	Inceptionr LLC	3,568	$275K	0.1%	-69.1%	0.001%
5/14/2026	Bank of Nova Scotia	59,063	$4.55M	0.0%	-47.8%	0.015%
5/14/2026	Sei Investments Co.	530,407	$40.88M	0.0%	+1.7%	0.138%
5/14/2026	Lido Advisors LLC	17,363	$1.34M	0.0%	+62.1%	0.005%
5/14/2026	State of Wyoming	6,884	$531K	0.1%	+12.0%	0.002%
5/13/2026	Cetera Investment Advisers	70,682	$5.45M	0.0%	+6.5%	0.018%
5/13/2026	First Trust Advisors LP	573,249	$44.19M	0.0%	+16.3%	0.149%
5/12/2026	ABN Amro Investment Solutions	28,467	$2.19M	0.0%	+20.4%	0.007%
5/8/2026	PNC Financial Services Group Inc.	339,177	$26.14M	0.0%	-3.7%	0.088%
5/8/2026	Oslo Pensjonsforsikring AS	2,686	$207K	0.0%	N/A	0.001%
5/8/2026	Burling Wealth Partners LLC	4,707	$363K	0.1%	-6.6%	0.001%
5/8/2026	Glenview Trust Co	6,016	$464K	0.0%	-9.9%	0.002%
5/8/2026	Cassaday & Co Wealth Management LLC	1,777	$137K	0.0%	N/A	0.000%
5/7/2026	Dimensional Fund Advisors LP	1,969,372	$151.79M	0.0%	+4.4%	0.513%
5/7/2026	Parallel Advisors LLC	6,265	$483K	0.0%	-9.6%	0.002%
5/7/2026	KBC Group NV	453,059	$34.92M	0.1%	+64.1%	0.118%
5/7/2026	SEB Asset Management AB	101,369	$7.81M	0.0%	N/A	0.026%
5/7/2026	Regents Gate Capital LLP	175,425	$13.52M	2.9%	N/A	0.046%
5/7/2026	Swiss National Bank	1,143,643	$88.15M	0.1%	+6.3%	0.298%
5/7/2026	AIA Group Ltd	41,260	$3.18M	0.0%	-8.3%	0.011%
5/7/2026	Ascent Wealth Partners LLC	9,761	$752K	0.1%	+2.5%	0.003%
5/6/2026	Annis Gardner Whiting Capital Advisors LLC	901	$69K	0.0%	-27.2%	0.000%
5/6/2026	IMA Advisory Services Inc.	9,236	$712K	0.1%	-2.9%	0.002%
5/6/2026	California Public Employees Retirement System	691,400	$53.29M	0.0%	-1.9%	0.180%
5/6/2026	Clifford Swan Investment Counsel LLC	90,992	$7.01M	0.2%	+117.0%	0.024%
5/6/2026	Bartlett & CO. Wealth Management LLC	6,874	$522K	0.0%	-25.8%	0.002%
5/6/2026	Copeland Capital Management LLC	3,460	$267K	0.0%	+18.3%	0.001%
5/6/2026	Modera Wealth Management LLC	66,286	$5.11M	0.1%	+1.0%	0.017%
5/6/2026	Assetmark Inc.	8,857	$683K	0.0%	+6.9%	0.002%
5/6/2026	Brown Shipley& Co Ltd	29,307	$2.26M	1.4%	-2.3%	0.008%
5/6/2026	Allspring Global Investments Holdings LLC	16,286	$1.26M	0.0%	-1.1%	0.004%
5/6/2026	Aware Super Pty Ltd as trustee of Aware Super	16,356	$1.26M	0.0%	N/A	0.004%
5/5/2026	Wealthfront Advisers LLC	21,913	$1.69M	0.0%	-37.1%	0.006%
5/5/2026	D.A. Davidson & CO.	51,364	$3.96M	0.0%	-1.4%	0.013%
5/5/2026	Bank of New York Mellon Corp	2,848,482	$219.56M	0.0%	+4.1%	0.742%
5/5/2026	Illinois Municipal Retirement Fund	147,016	$11.33M	0.1%	-1.2%	0.038%
5/5/2026	SouthState Bank Corp	1,591	$123K	0.0%	-13.0%	0.000%
5/5/2026	Sanctuary Advisors LLC	34,218	$2.64M	0.0%	+51.6%	0.009%
5/5/2026	Mill Capital Management LLC	144,443	$11.13M	0.8%	+0.4%	0.038%
5/5/2026	Checchi Capital Advisers LLC	4,489	$346K	0.0%	+10.9%	0.001%
5/5/2026	Hillsdale Investment Management Inc.	14,840	$1.14M	0.0%	+30.9%	0.004%
5/5/2026	Hartford Funds Management Co LLC	12,873	$992K	0.1%	-13.7%	0.003%
5/4/2026	ABC Arbitrage SA	4,358	$336K	0.0%	N/A	0.001%
5/4/2026	Calamos Wealth Management LLC	2,765	$213K	0.0%	N/A	0.001%
5/4/2026	Calamos Advisors LLC	67,535	$5.21M	0.0%	+4.3%	0.018%
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5/4/2026	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	6,895	$531K	0.0%	+16.2%	0.002%
5/4/2026	Bryn Mawr Trust Advisors LLC	63,468	$4.89M	0.2%	+10.4%	0.017%
5/4/2026	Bleakley Financial Group LLC	10,563	$814K	0.0%	-4.7%	0.003%
5/4/2026	State of Michigan Retirement System	101,507	$7.82M	0.0%	-0.5%	0.026%
5/4/2026	Y.D. More Investments Ltd	13,413	$1.03M	0.0%	-1.6%	0.003%
5/4/2026	J. Safra Sarasin Holding AG	337,541	$26.02M	0.4%	-6.5%	0.088%
5/4/2026	Applied Finance Capital Management LLC	13,376	$1.03M	0.1%	+3.3%	0.003%
5/4/2026	Lifeworks Advisors LLC	51,397	$3.96M	0.5%	+3.1%	0.013%
5/4/2026	Procyon Advisors LLC	38,122	$2.94M	0.0%	+16.0%	0.010%
5/2/2026	ARQ Wealth Advisors LLC	15,526	$1.20M	0.2%	+432.4%	0.004%

OTIS Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,270 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 1,011 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 73,548,291 shares in the last 24 months. This purchase volume represents approximately $6.74B in transactions.

Of the 593 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. ($2.44M), Macquarie Group Ltd. ($1.21M), Sarasin & Partners LLP ($1.14M), and Menora Mivtachim Holdings LTD. ($1.10M).

Institutional investors have sold a total of 71,020,012 shares in the last 24 months. This volume of shares sold represents approximately $6.57B in transactions.

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This page (NYSE:OTIS) was last updated on 6/1/2026 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

Who are the largest shareholders of OTIS shares?

What percentage of Otis Worldwide's stock is owned by institutional investors?

Which institutional investors have been buying Otis Worldwide's stock?

How much institutional buying is happening at Otis Worldwide?

Which of Otis Worldwide's major shareholders have been selling company stock?

How much institutional selling is happening at Otis Worldwide?

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