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Otis Worldwide (OTIS) Institutional Ownership

Otis Worldwide logo
$71.98 +0.29 (+0.41%)
Closing price 07/31/2026 03:59 PM Eastern
Extended Trading
$72.34 +0.36 (+0.50%)
As of 07/31/2026 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
666
Total
Institutional Inflows
(last 12 months)
$6.63B
Number of
Institutional Sellers
(last 12 months)
566
Total
Institutional Outflows
(last 12 months)
$6.61B
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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
8/1/2026Quadcap Wealth Management LLC3,311$237K0.0%+9.3%0.001%
8/1/2026MGO One Seven LLC18,962$1.36M0.0%+38.8%0.005%
7/31/2026Markel Group Inc.133,620$9.57M0.1%+16.6%0.035%
7/31/2026Levin Capital Strategies L.P.94,550$6.77M0.5%N/A0.025%
7/31/2026Ascent Wealth Partners LLC10,158$727K0.1%+4.1%0.003%
7/31/2026Zions Bancorporation National Association UT431$31K0.0%-36.4%0.000%
7/31/2026Aberdeen Group plc361,495$25.88M0.0%+7.0%0.095%
7/31/2026Rossmore Private Capital9,654$691K0.1%-17.5%0.003%
7/31/2026Calamos Advisors LLC63,592$4.55M0.0%-5.8%0.017%
7/31/2026Daiwa Securities Group Inc.78,675$5.63M0.0%+0.7%0.021%
7/31/2026 State of Michigan Retirement System98,207$7.03M0.0%-3.3%0.026%
7/31/2026 Sterneck Capital Management LLC7,005$502K0.2%+39.0%0.002%
7/31/2026 Bailard Inc.16,100$1.15M0.0%-15.9%0.004%
7/31/2026 Carnegie Investment Counsel97,780$7.00M0.1%-58.1%0.026%
7/30/2026 Welch & Forbes LLC238,066$17.05M0.2%-3.1%0.063%
7/30/2026 Lecap Asset Management Ltd.19,603$1.40M0.6%+42.8%0.005%
7/30/2026 Pictet Asset Management Holding SA848,438$60.75M0.1%-38.7%0.223%
7/30/2026 Assetmark Inc.164,647$11.79M0.0%+1,758.9%0.043%
7/30/2026 Chicago Partners Investment Group LLC13,810$977K0.0%N/A0.004%
7/30/2026 Sumitomo Mitsui Trust Group Inc.826,066$59.15M0.0%-0.7%0.217%
7/30/2026 Diversify Wealth Management LLC16,244$1.19M0.0%+2.8%0.004%
7/30/2026 Beese Fulmer Investment Management Inc.2,882$206K0.0%-29.2%0.001%
7/30/2026 Ethic Inc.42,463$3.04M0.0%-7.8%0.011%
7/29/2026 iA Global Asset Management Inc.44,545$3.19M0.0%N/A0.012%
7/29/2026 NBT Bank N.A.14,556$1.04M0.1%-2.8%0.004%
7/29/2026 Retirement Systems of Alabama80,611$5.77M0.0%-2.3%0.021%
7/29/2026 Baker Avenue Asset Management LP4,997$358K0.0%N/A0.001%
7/29/2026 Banco Santander S.A.106,257$7.61M0.0%+1,153.2%0.028%
7/29/2026 Resona Asset Management Co. Ltd.111,583$8.02M0.0%-5.6%0.029%
7/29/2026 Oregon Public Employees Retirement Fund47,223$3.38M0.0%+6.1%0.012%
7/29/2026 Axxcess Wealth Management LLC9,987$715K0.0%N/A0.003%
7/29/2026 North Star Investment Management Corp.1,670$120K0.0%-8.0%0.000%
7/28/2026 Atria Investments Inc21,765$1.56M0.0%-4.3%0.006%
7/28/2026 Erste Asset Management GmbH337,299$24.48M0.2%+88.8%0.088%
7/28/2026 Mcdonald Partners LLC2,344$168K0.0%N/A0.001%
7/28/2026 Kestra Private Wealth Services LLC6,840$490K0.0%-3.7%0.002%
7/28/2026 Marks Group Wealth Management Inc19,089$1.37M0.1%N/A0.005%
7/28/2026 Asset Management One Co. Ltd.169,000$12.10M0.0%+2.2%0.044%
7/28/2026 Whittier Trust Co.8,637$635K0.0%-9.0%0.002%
7/28/2026 Whittier Trust Co. of Nevada Inc.15,161$1.11M0.0%-7.6%0.004%
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7/28/2026 Florida Trust Wealth Management Co9,731$697K0.0%-2.7%0.003%
7/28/2026 Turtle Creek Wealth Advisors LLC12,439$891K0.0%+36.9%0.003%
7/28/2026 Krilogy Financial LLC7,664$549K0.0%N/A0.002%
7/27/2026 Trivant Custom Portfolio Group LLC12,905$924K0.5%+2.5%0.003%
7/27/2026 Warner Group LLC4,192$300K0.1%N/A0.001%
7/27/2026 Cambridge Investment Research Advisors Inc.33,265$2.38M0.0%+8.3%0.009%
7/27/2026 Tufton Capital Management14,218$1.02M0.2%-2.7%0.004%
7/27/2026 NORTHSTAR ASSET MANAGEMENT Co1,633$117K0.0%N/A0.000%
7/27/2026 Leonteq Securities AG649$46K0.0%-24.1%0.000%
7/27/2026 TD Waterhouse Canada Inc.17,033$1.20M0.0%+175.1%0.004%
7/27/2026 Resonant Capital Advisors LLC3,487$250K0.0%+6.9%0.001%
7/10/2026 Tema ETFs LLC5,801$415K0.0%+8.1%0.002%
7/10/2026 Fruth Investment Management3,200$229K0.1%-4.5%0.001%
7/10/2026 Handelsbanken Fonder AB226,957$16.25M0.0%+6.3%0.059%
7/10/2026 City Holding Co.2,059$147K0.0%-15.5%0.001%
7/9/2026 Valeo Financial Advisors LLC4,357$312K0.0%+28.2%0.001%
7/8/2026 Beacon Investment Advisory Services Inc.700$50K0.0%-28.0%0.000%
7/8/2026 Cooper Financial Group8,723$625K0.1%-10.5%0.002%
7/8/2026 Elevation Wealth Partners LLC402$29K0.0%+1,910.0%0.000%
7/8/2026 Cohen Capital Management Inc.52,862$3.79M0.5%+1.5%0.014%
7/8/2026 Czech National Bank109,220$7.82M0.0%+3.2%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab60,516$4.33M0.0%+2.5%0.016%
7/8/2026 Assenagon Asset Management S.A.180,205$12.90M0.0%-57.6%0.047%
7/8/2026 Sarasin & Partners LLP29,891$2.14M0.0%-94.5%0.008%
7/8/2026 Lincoln Capital LLC65,323$4.68M0.8%-3.8%0.017%
7/7/2026 DMKC Advisory Services LLC38,387$2.75M0.5%+24.6%0.010%
7/7/2026 BDF Gestion16,851$1.21M0.2%-10.1%0.004%
7/7/2026 GAMMA Investing LLC5,382$385K0.0%-25.5%0.001%
7/7/2026 Arlington Partners LLC3,539$253K0.5%+16.0%0.001%
7/7/2026 Canandaigua National Bank & Trust Co.36,663$2.63M0.2%N/A0.010%
7/6/2026 Bangor Savings Bank1,589$114K0.0%+44.3%0.000%
7/2/2026 MassMutual Private Wealth & Trust FSB1,473$105K0.0%-35.3%0.000%
7/2/2026 Versant Capital Management Inc4,752$340K0.0%+177.6%0.001%
7/2/2026 CX Institutional6,886$493K0.0%+47.4%0.002%
6/18/2026Western Wealth Management LLC12,471$961K0.0%N/A0.003%
6/18/2026Pacer Advisors Inc.19,912$1.54M0.0%-36.3%0.005%
6/9/2026 Rathbones Group PLC356,023$27.44M0.1%-9.0%0.093%
6/3/2026Parallel Advisors LLC6,265$483K0.0%-9.6%0.002%
6/3/2026NewEdge Advisors LLC11,648$898K0.0%-1.2%0.003%
5/29/2026 Asset Dedication LLC1,146$88K0.0%-23.8%0.000%
5/26/2026Glenmede Trust Co. NA18,899$1.46M0.0%-11.8%0.005%
5/22/2026Groupama Asset Managment9,848$759K0.0%+245.7%0.003%
5/22/2026Segall Bryant & Hamill LLC127,408$9.82M0.1%N/A0.033%
5/21/2026 GKV Capital Management Co. Inc.2,250$173K0.1%N/A0.001%
5/21/2026Groupe la Francaise60,411$4.66M0.1%+12.1%0.016%
5/19/2026Western Wealth Management LLC12,471$961K0.0%N/A0.003%
5/19/2026Orographic Financial Advisors LLC3,259$251K0.2%N/A0.001%
5/19/2026Bank of America Corp DE2,639,555$203.46M0.0%-14.3%0.688%
5/19/2026Janus Henderson Group PLC59,297$4.57M0.0%+7.5%0.015%
5/19/2026Strategic Investment Advisors MI1,611$124K0.0%N/A0.000%
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5/19/2026 Ashton Thomas Securities LLC34,772$2.68M0.3%+31.4%0.009%
5/19/2026Arkadios Wealth Advisors8,501$655K0.0%+3.2%0.002%
5/19/2026South Dakota Investment Council1,350$104K0.0%N/A0.000%
5/18/2026Amundi1,886,423$145.41M0.0%-6.5%0.492%
5/18/2026 EverSource Wealth Advisors LLC2,618$202K0.0%-46.6%0.001%
5/18/2026California State Teachers Retirement System627,151$48.34M0.1%-2.6%0.163%
5/18/2026Emmett Investment Management LP19,525$1.51M1.2%N/A0.005%
5/18/2026Empowered Funds LLC65,540$5.05M0.0%+55.6%0.017%
5/18/2026Evelyn Partners Asset Management Ltd1,159$89K0.0%+93.5%0.000%
5/18/2026Evelyn Partners Investment Management LLP1,080$83K0.0%-31.0%0.000%


OTIS Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,255 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 998 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), Marshall Wace LLP ($3.20M), and Canoe Financial LP ($2.69M).

Institutional investors have bought a total of 72,705,462 shares in the last 24 months. This purchase volume represents approximately $6.64B in transactions.

Of the 566 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), Sarasin & Partners LLP ($1.59M), Macquarie Group Ltd. ($1.21M), and Assenagon Asset Management S.A. ($1.18M).

Institutional investors have sold a total of 71,913,472 shares in the last 24 months. This volume of shares sold represents approximately $6.62B in transactions.


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This page (NYSE:OTIS) was last updated on 8/1/2026 by MarketBeat.com Staff.
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