Otis Worldwide (OTIS) Institutional Ownership

$105.10 +1.09 (+1.05%)

As of 01:02 PM Eastern

Current Institutional Ownership Percentage: 88.03%
Number of Institutional Buyers (last 12 months): 584
Total Institutional Inflows (last 12 months): $5.48B

Number of Institutional Sellers (last 12 months): 500
Total Institutional Outflows (last 12 months): $3.18B

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OTIS Institutional Buying and Selling by Quarter

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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
3/4/2025	Siemens Fonds Invest GmbH	1,696	$157K	0.0%	-62.9%	0.000%
2/28/2025	Universal Beteiligungs und Servicegesellschaft mbH	318,012	$29.45M	0.1%	N/A	0.080%
2/25/2025	B. Riley Wealth Advisors Inc.	5,015	$464K	0.0%	-24.8%	0.001%
2/20/2025	Mackenzie Financial Corp	176,451	$16.34M	0.0%	+0.2%	0.045%
2/20/2025	Forum Financial Management LP	2,893	$268K	0.0%	+12.0%	0.001%
2/19/2025	Toronto Dominion Bank	219,473	$20.33M	0.0%	+56.5%	0.055%
2/19/2025	Public Employees Retirement System of Ohio	142,047	$13.16M	0.0%	-5.9%	0.036%
2/18/2025	Vise Technologies Inc.	2,884	$267K	0.0%	N/A	0.001%
2/18/2025	Brown Shipley& Co Ltd	45,395	$4.20M	2.1%	-5.0%	0.011%
2/18/2025	Orion Capital Management LLC	375	$35K	0.0%	N/A	0.000%
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2/18/2025	Principal Street Partners LLC	2,808	$260K	0.1%	-17.3%	0.001%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	3,602,727	$333.65M	0.1%	+9.6%	0.909%
2/17/2025	USS Investment Management Ltd	2,293,062	$212.35M	1.5%	-1.0%	0.578%
2/17/2025	Voloridge Investment Management LLC	1,290,620	$119.52M	0.4%	-12.1%	0.325%
2/17/2025	Waverly Advisors LLC	4,359	$404K	0.0%	N/A	0.001%
2/17/2025	Wesleyan Assurance Society	46,100	$4.27M	0.3%	-4.2%	0.012%
2/17/2025	iSAM Funds UK Ltd	10,309	$955K	0.7%	+112.9%	0.003%
2/17/2025	Vident Advisory LLC	8,096	$750K	0.0%	+14.4%	0.002%
2/17/2025	Sone Capital Management LLC	49,886	$4.62M	0.6%	N/A	0.013%
2/17/2025	Spurstone Advisory Services LLC	1,000	$93K	1.8%	N/A	0.000%
2/17/2025	Twinbeech Capital LP	424,235	$39.29M	0.7%	N/A	0.107%
2/17/2025	Two Sigma Investments LP	28,700	$2.66M	0.0%	-4.8%	0.007%
2/17/2025	Texas Bank & Trust Co	4,400	$407K	0.2%	N/A	0.001%
2/17/2025	Tidal Investments LLC	34,524	$3.20M	0.0%	+6.4%	0.009%
2/17/2025	State of Wyoming	1,956	$181K	0.0%	-16.3%	0.000%
2/17/2025	Toronto Dominion Bank	219,473	$20.33M	0.0%	+56.5%	0.055%
2/17/2025	Snowden Capital Advisors LLC	11,332	$1.05M	0.0%	+5.4%	0.003%
2/17/2025	Siemens Fonds Invest GmbH	1,696	$157K	0.0%	-62.9%	0.000%
2/17/2025	Shell Asset Management Co.	9,133	$846K	0.0%	-3.2%	0.002%
2/17/2025	Royal Bank of Canada	879,250	$81.43M	0.0%	+21.9%	0.222%
2/17/2025	Rafferty Asset Management LLC	37,314	$3.46M	0.0%	+11.1%	0.009%
2/17/2025	Raiffeisen Bank International AG	2,910	$269K	0.0%	N/A	0.001%
2/17/2025	Redwood Investment Management LLC	15,439	$1.43M	0.1%	+2.7%	0.004%
2/17/2025	ProShare Advisors LLC	73,461	$6.80M	0.0%	+10.0%	0.019%
2/17/2025	Quantinno Capital Management LP	63,266	$5.86M	0.1%	+109.5%	0.016%
2/17/2025	Mufg Securities Americas Inc.	5,898	$546K	0.1%	N/A	0.001%
2/17/2025	Man Group plc	138,257	$12.80M	0.0%	-45.9%	0.035%
2/17/2025	Nomura Holdings Inc.	13,162	$1.22M	0.0%	N/A	0.003%
2/17/2025	NorthRock Partners LLC	6,299	$583K	0.0%	N/A	0.002%
2/17/2025	Nuveen Asset Management LLC	865,913	$80.19M	0.0%	-1.9%	0.218%
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2/17/2025	Occudo Quantitative Strategies LP	34,735	$3.22M	0.6%	N/A	0.009%
2/17/2025	OMERS ADMINISTRATION Corp	17,080	$1.58M	0.0%	-99.1%	0.004%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	44,572	$4.13M	0.0%	+3.5%	0.011%
2/17/2025	Lazard Asset Management LLC	12,434	$1.15M	0.0%	-18.9%	0.003%
2/17/2025	London Co. of Virginia	2,243,564	$207.78M	1.1%	-0.6%	0.566%
2/17/2025	Laird Norton Wetherby Wealth Management LLC	5,205	$482K	0.0%	-4.3%	0.001%
2/17/2025	Investment Management Corp of Ontario	11,108	$1.03M	0.0%	-17.2%	0.003%
2/17/2025	Jacobs Levy Equity Management Inc.	1,385,894	$128.35M	0.5%	-15.9%	0.350%
2/17/2025	Janus Henderson Group PLC	70,485	$6.53M	0.0%	+7.1%	0.018%
2/17/2025	Gates Capital Management Inc.	761,748	$70.55M	1.3%	-7.9%	0.192%
2/17/2025	Geller Advisors LLC	4,499	$417K	0.0%	-3.0%	0.001%
2/17/2025	Gotham Asset Management LLC	192,779	$17.85M	0.2%	-0.9%	0.049%
2/17/2025	Focus Partners Wealth	34,386	$3.18M	0.0%	+51.0%	0.009%
2/17/2025	Foyston Gordon & Payne Inc	56,094	$5.20M	1.4%	+0.3%	0.014%
2/17/2025	Fundsmith LLP	5,966,777	$552.58M	2.4%	-2.8%	1.505%
2/17/2025	Ellevest Inc.	10,309	$955K	0.1%	-6.9%	0.003%
2/17/2025	Ensign Peak Advisors Inc	172,971	$16.02M	0.0%	-22.0%	0.044%
2/17/2025	Ethic Inc.	73,861	$6.84M	0.1%	+3.7%	0.019%
2/17/2025	Ewing Morris & Co. Investment Partners Ltd.	8,145	$754K	0.3%	N/A	0.002%
2/17/2025	Fiduciary Trust Co	40,267	$3.73M	0.0%	+1.8%	0.010%
2/17/2025	First Manhattan CO. LLC.	41,786	$3.87M	0.0%	-8.2%	0.011%
2/17/2025	FORA Capital LLC	48,563	$4.50M	0.5%	+178.1%	0.012%
2/17/2025	Fundsmith Investment Services LTD.	1,766,746	$163.62M	2.1%	-0.8%	0.446%
2/17/2025	Deutsche Bank AG	1,695,446	$157.02M	0.1%	+13.9%	0.428%
2/17/2025	EP Wealth Advisors LLC	6,625	$614K	0.0%	+3.4%	0.002%
2/17/2025	Cresset Asset Management LLC	16,502	$1.53M	0.0%	-52.5%	0.004%
2/17/2025	Capital Advantage Inc.	2,374	$220K	0.0%	N/A	0.001%
2/17/2025	Cetera Investment Advisers	46,797	$4.33M	0.0%	+4.3%	0.012%
2/17/2025	Captrust Financial Advisors	37,034	$3.43M	0.0%	-5.4%	0.009%
2/17/2025	Cary Street Partners Financial LLC	4,902	$454K	0.0%	N/A	0.001%
2/17/2025	Caxton Associates LP	29,056	$2.69M	0.1%	+511.8%	0.007%
2/17/2025	Brown Advisory Inc.	146,453	$13.56M	0.0%	-7.2%	0.037%
2/17/2025	Baird Financial Group Inc.	30,419	$2.82M	0.0%	-2.4%	0.008%
2/17/2025	Baldwin Investment Management LLC	6,007	$556K	0.1%	-23.5%	0.002%
2/17/2025	Banque Transatlantique SA	5,798	$534K	0.0%	N/A	0.001%
2/17/2025	BNP Paribas	47,752	$4.43M	0.2%	-3.3%	0.012%
2/17/2025	BNP Paribas Financial Markets	723,053	$66.96M	0.0%	N/A	0.182%
2/17/2025	Ameriprise Financial Inc.	243,856	$22.58M	0.0%	-13.3%	0.061%
2/17/2025	Aptus Capital Advisors LLC	4,971	$460K	0.0%	+7.0%	0.001%
2/17/2025	AXA S.A.	221,479	$20.51M	0.1%	+14.1%	0.056%
2/17/2025	AlTi Global Inc.	2,404	$223K	0.0%	+4.9%	0.001%
2/14/2025	Mercer Global Advisors Inc. ADV	46,473	$4.30M	0.0%	-5.1%	0.012%
2/14/2025	Cypress Advisory Group LLC	2,900	$269K	0.2%	N/A	0.001%
2/14/2025	Itau Unibanco Holding S.A.	438	$41K	0.0%	+468.8%	0.000%
2/14/2025	Parvin Asset Management LLC	1,112	$103K	0.1%	N/A	0.000%
2/14/2025	Rehmann Capital Advisory Group	6,449	$597K	0.0%	+124.9%	0.002%
2/14/2025	Comerica Bank	100,722	$9.33M	0.0%	-5.3%	0.025%
2/14/2025	Kapitalo Investimentos Ltda	426	$39K	0.0%	N/A	0.000%
2/14/2025	Utah Retirement Systems	66,152	$6.13M	0.1%	-1.0%	0.017%
2/14/2025	Schonfeld Strategic Advisors LLC	19,519	$1.81M	0.0%	-1.5%	0.005%
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2/14/2025	AQR Capital Management LLC	378,542	$35.06M	0.0%	+34.0%	0.095%
2/14/2025	AdvisorShares Investments LLC	76,222	$7.06M	1.4%	+15.4%	0.019%
2/14/2025	Northern Trust Corp	4,577,626	$423.93M	0.1%	+12.3%	1.154%
2/14/2025	The Manufacturers Life Insurance Company	255,460	$23.66M	0.0%	-59.8%	0.064%
2/14/2025	Beacon Pointe Advisors LLC	15,538	$1.44M	0.0%	+10.1%	0.004%
2/14/2025	Public Employees Retirement Association of Colorado	51,159	$4.74M	0.0%	-1.1%	0.013%
2/14/2025	Quarry LP	3,219	$298K	0.0%	+7,947.5%	0.001%
2/14/2025	Aquatic Capital Management LLC	40,485	$3.75M	0.1%	N/A	0.010%
2/14/2025	Oxford Asset Management LLP	3,157	$292K	0.2%	N/A	0.001%
2/14/2025	Boothbay Fund Management LLC	9,224	$854K	0.0%	N/A	0.002%

(Data available from 1/1/2016 forward)

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OTIS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OTIS shares?: During the previous two years, 1,162 institutional investors and hedge funds held shares of Otis Worldwide. The most heavily invested institutionals were Aspire Private Capital LLC ($47.18B), Vanguard Group Inc. ($4.17B), JPMorgan Chase & Co. ($3.29B), BlackRock Inc. ($3.14B), Alliancebernstein L.P. ($1.83B), State Street Corp ($1.67B), and Morgan Stanley ($1.04B).Learn more on OTIS's institutional investors.
What percentage of Otis Worldwide stock is owned by institutional investors?: 88.03% of Otis Worldwide stock is owned by institutional investors. Learn more on OTIS's institutional investor holdings.
Which institutional investors have been buying Otis Worldwide stock?: Of the 886 institutional investors that purchased Otis Worldwide stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($18.64M), Norges Bank ($14.05M), Vanguard Group Inc. ($6.06M), PineStone Asset Management Inc. ($5.34M), Franklin Resources Inc. ($3.17M), Sarasin & Partners LLP ($2.40M), and Van ECK Associates Corp ($2.27M).

How much institutional buying is happening at Otis Worldwide?: Institutional investors have bought a total of 95,368,546 shares in the last 24 months. This purchase volume represents approximately $8.78B in transactions.
Which Otis Worldwide major shareholders have been selling company stock?: Of the 739 institutional investors that sold Otis Worldwide stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($41.49M), Capital Research Global Investors ($5.88M), Boston Partners ($4.64M), Fiera Capital Corp ($2.79M), PineStone Asset Management Inc. ($2.56M), Brown Advisory Inc. ($2.29M), and Invesco Ltd. ($2.14M).
How much institutional selling is happening at Otis Worldwide?: Institutional investors have sold a total of 106,907,167 shares in the last 24 months. This volume of shares sold represents approximately $9.65B in transactions.

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This page (NYSE:OTIS) was last updated on 3/10/2025 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

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