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Otis Worldwide (OTIS) Institutional Ownership

Otis Worldwide logo
$64.37 -1.26 (-1.93%)
Closing price 03:59 PM Eastern
Extended Trading
$64.32 -0.05 (-0.07%)
As of 04:41 PM 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)
676
Total
Institutional Inflows
(last 12 months)
$8.89B
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
9/23/2026QRG Capital Management Inc.16,653$1.19M0.0%-28.9%0.004%
9/23/2026Envestnet Portfolio Solutions Inc.13,170$943K0.0%+13.5%0.003%
9/23/2026Envestnet Asset Management Inc.634,538$45.43M0.0%+36.8%0.167%
9/22/2026Andra AP fonden51,600$3.70M0.0%N/A0.014%
9/22/2026State Street Corp16,664,994$1.19B0.0%+2.9%4.378%
9/15/2026Cherry Tree Wealth Management LLC391$28K0.0%-61.3%0.000%
9/9/2026The Manufacturers Life Insurance Company272,748$19.53M0.0%-5.0%0.072%
9/9/2026Sequoia Financial Advisors LLC10,387$744K0.0%+12.6%0.003%
9/9/2026Tidal Investments LLC407,080$29.15M0.1%-5.7%0.107%
9/9/2026Van Hulzen Asset Management LLC4,000$286K0.0%N/A0.001%
9/9/2026National Pension Service761,439$54.52M0.0%+16.6%0.200%
9/9/2026Engineers Gate Manager LP52,894$3.79M0.0%-81.0%0.014%
9/9/2026Pinnacle Wealth Management Advisory Group LLC3,347$240K0.0%+19.5%0.001%
9/9/2026NorthRock Partners LLC9,845$705K0.0%+80.2%0.003%
9/9/2026Integrated Wealth Concepts LLC11,145$798K0.0%+12.1%0.003%
9/9/2026NewEdge Advisors LLC27,068$1.94M0.0%+132.4%0.007%
9/9/2026IFP Advisors Inc26,109$1.87M0.0%+16.7%0.007%
9/9/2026Squarepoint Ops LLC1,314,313$94.11M0.1%-4.8%0.345%
9/9/2026Baird Financial Group Inc.53,760$3.85M0.0%+23.7%0.014%
9/9/2026Beacon Investment Advisory Services Inc.700$50K0.0%-28.0%0.000%
9/8/2026Veritas Asset Management LLP105,652$7.57M0.1%N/A0.028%
9/8/2026Allworth Financial LP43,593$3.12M0.0%+21.1%0.011%
9/8/2026Arizona State Retirement System111,451$7.98M0.0%+5.2%0.029%
9/8/2026Waverly Advisors LLC9,389$672K0.0%+33.6%0.002%
9/8/2026Empirical Finance LLC14,399$1.03M0.0%+3.2%0.004%
9/8/2026Nykredit A S80,937$5.80M0.0%N/A0.021%
9/2/2026Allianz Asset Management GmbH615,209$44.05M0.0%+11.8%0.162%
8/27/2026Corient Private Wealth LP258,430$18.50M0.0%+70.2%0.068%
8/26/2026Amundi1,844,777$132.09M0.0%-2.2%0.485%
8/26/2026HighTower Advisors LLC421,311$30.17M0.0%-26.7%0.111%
8/25/2026Groupe la Francaise66,940$4.79M0.1%+10.8%0.018%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al196,650$14.08M0.1%N/A0.052%
8/24/2026First Eagle Investment Management LLC205,863$14.74M0.0%+5.0%0.054%
8/23/2026Washington Trust Advisors Inc.2,567$184K0.0%+8.0%0.001%
8/23/2026Ameritas Advisory Services LLC1,571$112K0.0%N/A0.000%
8/23/2026Wedmont Private Capital4,647$340K0.0%-16.7%0.001%
8/23/2026Kintra Wealth LLC4,286$313K0.0%N/A0.001%
8/23/2026HB Wealth Management LLC22,190$1.59M0.0%+93.1%0.006%
8/23/2026Saudi Central Bank27,209$1.95M0.0%+89.1%0.007%
8/23/2026Riverview Capital Advisers LLC19,053$1.36M0.4%-25.8%0.005%
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8/22/2026AlphaGrep UK Ltd7,457$534K0.2%N/A0.002%
8/22/2026TOP Private Wealth LLC.1,621$116K0.1%N/A0.000%
8/22/2026Raiffeisen Bank International AG35,563$2.59M0.0%+15.4%0.009%
8/22/2026Syon Capital LLC3,628$260K0.0%N/A0.001%
8/22/2026denkapparat Operations GmbH11,576$829K0.3%N/A0.003%
8/22/2026TD Waterhouse Canada Inc.17,033$1.20M0.0%+175.1%0.004%
8/22/2026Concurrent Investment Advisors LLC8,690$622K0.0%+13.1%0.002%
8/22/2026NEOS Investment Management LLC63,814$4.57M0.0%+3.2%0.017%
8/21/2026AXQ Capital LP68,599$4.91M0.5%+6.8%0.018%
8/21/2026Continuum Advisory LLC1,870$134K0.0%N/A0.000%
8/21/2026Nykredit A S87,658$6.28M0.0%N/A0.023%
8/21/2026B. Metzler seel. Sohn & Co. AG42,218$3.02M0.0%+8.5%0.011%
8/20/2026Proficio Capital Partners LLC3,118$223K0.0%N/A0.001%
8/20/2026Clifford Swan Investment Counsel LLC105,779$7.57M0.2%+16.3%0.028%
8/20/2026Railway Pension Investments Ltd394,800$28.27M0.4%-3.7%0.104%
8/20/2026BTG Pactual Asset Management US LLC6,877$492K0.0%+82.5%0.002%
8/20/2026Headlands Technologies LLC10,027$718K0.1%+60.2%0.003%
8/20/2026Quantitative Investment Management LLC12,662$906K0.1%N/A0.003%
8/20/2026Ancora Advisors LLC1,931$138K0.0%-27.5%0.001%
8/20/2026Two Sigma Securities LLC5,710$409K0.0%-79.7%0.001%
8/20/2026Benjamin Edwards Inc.21,548$1.54M0.0%+72.2%0.006%
8/20/2026Davidson Investment Advisors262,612$18.80M0.8%-11.2%0.069%
8/20/2026Northwestern Mutual Wealth Management Co.17,871$1.28M0.0%+1.0%0.005%
8/20/2026Sheets Smith Wealth Management25,801$1.85M0.2%-7.8%0.007%
8/20/2026Okabena Investment Services Inc.19,297$1.38M0.2%+18.6%0.005%
8/20/2026Greenleaf Trust9,038$647K0.0%-3.7%0.002%
8/19/2026Delta Asset Management LLC TN68,374$4.90M0.4%+0.3%0.018%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC3,071,357$219.91M0.0%-7.2%0.807%
8/19/2026New Mexico Educational Retirement Board19,408$1.39M0.0%+8.4%0.005%
8/19/2026Royal London Asset Management Ltd.191,154$13.69M0.0%-0.5%0.050%
8/19/2026Mufg Securities Americas Inc.11,558$828K0.0%+7.5%0.003%
8/19/2026Van ECK Associates Corp3,993,011$285.90M0.2%+0.6%1.049%
8/19/2026Ferguson Wellman Capital Management Inc.2,797$200K0.0%-11.6%0.001%
8/19/2026Nissay Asset Management Corp Japan52,420$3.75M0.0%+4.0%0.014%
8/19/2026BNP Paribas51,616$3.84M0.1%-2.1%0.014%
8/19/2026Hsbc Holdings PLC1,269,413$90.92M0.0%+68.0%0.333%
8/19/2026Field & Main Bank4,516$323K0.1%N/A0.001%
8/19/2026Wellington Management Group LLP3,335,941$238.85M0.0%-5.3%0.876%
8/19/2026Kingsview Wealth Management LLC4,205$301K0.0%N/A0.001%
8/18/2026Beacon Pointe Advisors LLC21,920$1.57M0.0%N/A0.006%
8/18/2026Rakuten Investment Management Inc.63,787$4.65M0.0%N/A0.017%
8/18/2026Orion Capital Management LLC375$27K0.0%N/A0.000%
8/18/2026Glenview Trust Co5,923$424K0.0%N/A0.002%
8/18/2026Empowered Funds LLC72,123$5.16M0.0%N/A0.019%
8/18/2026United Capital Financial Advisors LLC9,942$712K0.0%N/A0.003%
8/18/2026Dearborn Partners LLC5,865$420K0.0%N/A0.002%
8/18/2026Centaurus Financial Inc.1,924$138K0.0%N/A0.001%
8/18/2026Jefferies Financial Group Inc.193,236$13.84M0.1%N/A0.051%
8/18/2026Public Employees Retirement System of Ohio109,524$7.84M0.0%N/A0.029%
8/18/2026MASTERINVEST Kapitalanlage GmbH10,918$782K0.1%N/A0.003%
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8/17/2026Capstone Investment Advisors LLC19,861$1.42M0.0%N/A0.005%
8/17/2026Parvin Asset Management LLC1,122$80K0.1%N/A0.000%
8/17/2026Proficio Capital Partners LLC3,118$223K0.0%N/A0.001%
8/17/2026Corient Private Wealth LP275,783$19.75M0.0%N/A0.072%
8/17/2026Philadelphia Investment Partners LLC3,190$233K0.1%N/A0.001%
8/17/2026Ausdal Financial Partners Inc.6,289$450K0.0%N/A0.002%
8/17/2026Bank of America Corp DE2,642,922$189.23M0.0%N/A0.694%
8/15/2026Caisse de depot et placement du Quebec7,367$527K0.0%N/A0.002%
8/15/2026Pointe Capital Management LLC4,102$294K0.1%N/A0.001%
8/15/2026Man Group plc1,475,345$105.64M0.2%N/A0.388%


OTIS Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,281 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 ($1.19B), Morgan Stanley ($1.11B), Geode Capital Management LLC ($945.02M), and Norges Bank ($770.13M).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: 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 112,515,360 shares in the last 24 months. This purchase volume represents approximately $8.89B 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 47,264,430 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 9/23/2026. New 13F filings are added each quarter as they're published.
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