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Otis Worldwide (OTIS) Institutional Ownership

Otis Worldwide logo
$71.92 +0.15 (+0.21%)
As of 09:46 AM Eastern
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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)
663
Total
Institutional Inflows
(last 12 months)
$8.78B
Number of
Institutional Sellers
(last 12 months)
528
Total
Institutional Outflows
(last 12 months)
$4.11B
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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
8/20/2026 Proficio Capital Partners LLC3,118$223K0.0%N/A0.001%
8/20/2026Clifford 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%
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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%
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 ME 481$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%
8/14/2026 Ancora Advisors LLC1,931$138K0.0%N/A0.001%
8/14/2026 Primecap Management Co. CA2,055,440$147.17M0.1%N/A0.540%
8/14/2026 Canada Pension Plan Investment Board3,114,562$223.00M0.1%N/A0.818%
8/14/2026 Legal & General Group Plc2,479,254$177.52M0.0%N/A0.651%
8/14/2026 The Manufacturers Life Insurance Company 272,748$19.53M0.0%N/A0.072%
8/14/2026 Sone Capital Management LLC8,693$622K0.0%N/A0.002%
8/14/2026 Van Hulzen Asset Management LLC4,000$286K0.0%N/A0.001%
8/14/2026 Manning & Napier Advisors LLC2,410$176K0.0%N/A0.001%
8/14/2026 Aberdeen Wealth Management LLC1,999$143K0.1%N/A0.001%
8/14/2026 Dearborn Partners LLC5,865$452K0.0%N/A0.002%
8/14/2026 Algert Global LLC83,789$6.00M0.1%+231.5%0.022%
8/13/2026 Ally Financial Inc.32,000$2.29M0.3%N/A0.008%
8/13/2026 Cibc World Market Inc.42,513$3.04M0.0%N/A0.011%
8/13/2026 OMERS ADMINISTRATION Corp42,219$3.02M0.0%N/A0.011%
8/13/2026 Osmosis Investment Management UK Ltd64,322$4.61M0.2%N/A0.017%
8/13/2026 Sanctuary Advisors LLC46,034$3.30M0.0%N/A0.012%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.7,841$561K0.0%N/A0.002%
8/13/2026 Bank of Nova Scotia40,653$2.91M0.0%N/A0.011%
8/12/2026 Elevation Point Wealth Partners LLC4,598$329K0.0%N/A0.001%
8/12/2026 Daiichi Life Insurance Co. Ltd.8,930$639K0.0%N/A0.002%
8/12/2026 Foyston Gordon & Payne Inc183,616$13.15M2.8%N/A0.048%
8/12/2026 Commerce Bank66,323$4.75M0.0%N/A0.017%
8/12/2026 Northwestern Mutual Wealth Management Co.17,871$1.28M0.0%N/A0.005%
8/12/2026 Quantbot Technologies LP121,483$8.70M0.3%N/A0.032%
8/12/2026 Evolve Private Wealth LLC4,510$323K0.0%N/A0.001%
8/12/2026 Varma Mutual Pension Insurance Co173,442$12.42M0.1%N/A0.046%
8/12/2026 Westpac Banking Corp1,279$92K0.0%N/A0.000%
8/12/2026 Landscape Capital Management L.L.C.7,372$528K0.0%N/A0.002%
8/12/2026 Korea Investment CORP403,037$28.86M0.1%N/A0.106%
8/12/2026 EP Wealth Advisors LLC9,968$714K0.0%N/A0.003%
8/12/2026 Ieq Capital LLC67,713$4.85M0.0%N/A0.018%
8/12/2026 Callan Family Office LLC4,475$320K0.0%N/A0.001%
8/12/2026 Shelter Mutual Insurance Co31,200$2.23M0.5%N/A0.008%
8/11/2026 Keating Financial Advisory Services Inc.410$29K0.0%N/A0.000%
8/11/2026 Allworth Financial LP43,593$3.12M0.0%N/A0.011%
8/11/2026 B. Metzler seel. Sohn & Co. AG42,218$3.02M0.0%N/A0.011%
8/11/2026 Shelter Ins Retirement Plan16,000$1.15B1.1%N/A0.004%
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8/11/2026 Mystic Asset Management Inc.3,201$229K0.0%N/A0.001%
8/11/2026 Vise Technologies Inc.8,463$606K0.0%N/A0.002%
8/11/2026 MSH Capital Advisors LLC7,755$555K0.1%N/A0.002%
8/10/2026 Tocqueville Asset Management L.P.4,907$351K0.0%N/A0.001%
8/10/2026 Addison Advisors LLC406$29K0.0%N/A0.000%
8/10/2026 West Family Investments Inc.6,264$449K0.1%N/A0.002%
8/10/2026 NewEdge Wealth LLC2,903$208K0.0%N/A0.001%
8/10/2026 Great Lakes Advisors LLC759,953$54.41M0.4%N/A0.200%
8/10/2026 Compass Wealth Management LLC7,741$554K0.1%N/A0.002%
8/10/2026 Danske Bank A S232,894$16.68M0.0%N/A0.061%


OTIS Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,272 institutional investors and hedge funds held shares of Otis Worldwide. The most heavily invested institutionals were Vanguard Group Inc. ($4.25B), BlackRock Inc. ($2.26B), Alliancebernstein L.P. ($1.55B), State Street Corp ($1.41B), Shelter Ins Retirement Plan ($1.15B), 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 1,030 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: 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), Franklin Resources Inc. ($3.89M), and Vanguard Group Inc. ($3.78M).

Institutional investors have bought a total of 111,021,278 shares in the last 24 months. This purchase volume represents approximately $8.78B in transactions.

Of the 528 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 46,734,069 shares in the last 24 months. This volume of shares sold represents approximately $4.11B 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 8/20/2026. New 13F filings are added each quarter as they're published.
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