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Otis Worldwide (OTIS) Institutional Ownership

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$84.82 -0.87 (-1.02%)
Closing price 08/1/2025 03:59 PM Eastern
Extended Trading
$84.54 -0.28 (-0.33%)
As of 08/1/2025 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 Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Otis Worldwide (NYSE:OTIS)

Current
Institutional Ownership
Percentage
88.03%
Number of
Institutional Buyers
(last 12 months)
665
Total
Institutional Inflows
(last 12 months)
$5.59B
Number of
Institutional Sellers
(last 12 months)
565
Total
Institutional Outflows
(last 12 months)
$3.16B
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OTIS Institutional Buying and Selling by Quarter

Otis Worldwide Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Auto Owners Insurance Co6,393$633K0.0%+27.9%0.002%
8/1/2025New York Life Investment Management LLC59,019$5.84M0.1%+0.7%0.015%
8/1/2025Howard Capital Management Inc.2,662$264K0.0%+12.0%0.001%
8/1/2025William Allan Corp49,443$4.90M2.9%+0.5%0.013%
8/1/2025Fjarde AP Fonden Fourth Swedish National Pension Fund82,824$8.20M0.1%+42.3%0.021%
8/1/2025Guinness Asset Management LTD1,925,000$190.51M3.4%+1.5%0.490%
8/1/2025Teacher Retirement System of Texas125,577$12.44M0.1%+10.1%0.032%
8/1/2025Y Intercept Hong Kong Ltd70,871$7.02M0.2%+231.1%0.018%
8/1/2025Transcend Capital Advisors LLC3,265$323K0.0%N/A0.001%
8/1/2025Cobblestone Capital Advisors LLC NY2,673$265K0.0%+7.6%0.001%
8/1/2025Bessemer Group Inc.16,282$1.61M0.0%+12.6%0.004%
8/1/2025Envestnet Asset Management Inc.405,849$40.19M0.0%-15.7%0.103%
8/1/2025Chilton Capital Management LLC313$31K0.0%N/A0.000%
7/31/2025 Nisa Investment Advisors LLC120,306$11.91M0.1%+3.1%0.031%
7/31/2025 Resonant Capital Advisors LLC4,019$398K0.0%+8.6%0.001%
7/31/2025 Wealthfront Advisers LLC36,133$3.58M0.0%-16.6%0.009%
7/31/2025 Ingalls & Snyder LLC5,804$575K0.0%+4.1%0.001%
7/31/2025 Brighton Jones LLC5,293$524K0.0%+67.5%0.001%
7/31/2025 Graybill Wealth Management LTD.55,011$5.45M1.8%+2.2%0.014%
7/31/2025 Kornitzer Capital Management Inc. KS9,684$959K0.0%N/A0.002%
7/31/2025 Hartford Financial Management Inc.6,334$627K0.2%-46.8%0.002%
7/31/2025 AG2R LA Mondiale Gestion D Actifs16,690$1.65M0.1%+4.2%0.004%
7/31/2025 Focus Partners Advisor Solutions LLC2,540$251K0.0%N/A0.001%
7/31/2025 Allied Investment Advisors LLC111,991$11.09M1.9%+2.4%0.029%
7/31/2025 Sage Mountain Advisors LLC2,984$295K0.0%N/A0.001%
7/31/2025 Lee Danner & Bass Inc.7,410$734K0.1%-7.2%0.002%
7/31/2025 AlphaQuest LLC28,443$2.82M0.3%-13.8%0.007%
7/31/2025 Sumitomo Mitsui Trust Group Inc.936,593$92.74M0.1%+1.1%0.239%
7/31/2025 Asset Management One Co. Ltd.164,439$16.28M0.1%+2.5%0.042%
7/31/2025 Lazard Freres Gestion S.A.S.913,753$90.48M2.2%+17.1%0.233%
7/31/2025 R Squared Ltd11,178$1.11M0.6%+131.0%0.003%
7/31/2025 Carnegie Investment Counsel195,437$19.35M0.4%+1.0%0.050%
7/30/2025 First Citizens Bank & Trust Co.2,978$295K0.0%-10.8%0.001%
7/30/2025 Clifford Swan Investment Counsel LLC43,855$4.34M0.2%-0.6%0.011%
7/30/2025 Ethic Inc.51,857$5.06M0.1%-24.2%0.013%
7/30/2025 Rehmann Capital Advisory Group6,983$692K0.0%+2.3%0.002%
7/30/2025 Parcion Private Wealth LLC2,411$239K0.0%N/A0.001%
7/30/2025 Birch Hill Investment Advisors LLC8,537$845K0.0%-8.5%0.002%
7/30/2025 Members Trust Co2,179$216K0.0%-18.0%0.001%
7/30/2025 Cookson Peirce & Co. Inc.6,500$644K0.0%N/A0.002%
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7/30/2025 Brookstone Capital Management40,879$4.05M0.1%+1.5%0.010%
7/30/2025 D.A. Davidson & CO.55,733$5.52M0.0%+1.7%0.014%
7/30/2025 Cullen Frost Bankers Inc.6,980$691K0.0%-93.7%0.002%
7/30/2025 Sanders Morris Harris LLC3,087$306K0.1%N/A0.001%
7/30/2025 Whittier Trust Co. of Nevada Inc.17,485$1.73M0.0%-3.6%0.004%
7/30/2025 Whittier Trust Co.11,471$1.14M0.0%-9.4%0.003%
7/30/2025 Lafayette Investments Inc.13,290$1.32M0.3%+3.2%0.003%
7/30/2025 Securian Asset Management Inc.20,554$2.04M0.1%-2.1%0.005%
7/30/2025 DekaBank Deutsche Girozentrale158,568$15.50M0.0%-2.6%0.040%
7/30/2025 Schnieders Capital Management LLC2,179$216K0.0%-48.3%0.001%
7/29/2025 Chicago Partners Investment Group LLC3,917$388K0.0%+44.5%0.001%
7/29/2025 Aull & Monroe Investment Management Corp2,845$282K0.2%-31.8%0.001%
7/29/2025 Mutual of America Capital Management LLC45,272$4.48M0.0%-1.8%0.011%
7/29/2025 Curbstone Financial Management Corp6,448$638K0.1%-9.8%0.002%
7/29/2025 Foster & Motley Inc.3,470$344K0.0%-3.2%0.001%
7/29/2025 Kanawha Capital Management LLC47,780$4.73M0.4%-3.8%0.012%
7/29/2025 Chevy Chase Trust Holdings LLC209,869$20.78M0.1%+0.2%0.053%
7/29/2025 Arista Wealth Management LLC3,761$372K0.1%N/A0.001%
7/29/2025 Stratos Wealth Partners LTD.6,347$629K0.0%+4.5%0.002%
7/29/2025 Angeles Wealth Management LLC2,214$219K0.0%N/A0.001%
7/29/2025 Applied Finance Capital Management LLC9,530$944K0.1%-4.7%0.002%
7/29/2025 Oxbow Advisors LLC30,532$3.02M0.3%N/A0.008%
7/29/2025 Nordea Investment Management AB64,207$6.29M0.0%+3.7%0.016%
7/28/2025 Turtle Creek Wealth Advisors LLC10,633$1.05M0.1%N/A0.003%
7/28/2025 Allianz Asset Management GmbH106,713$10.57M0.0%-13.9%0.027%
7/28/2025 Davidson Investment Advisors179,159$17.74M0.8%+1.2%0.045%
7/28/2025 Dash Acquisitions Inc.13,690$1.36M0.3%+1.6%0.003%
7/28/2025 Mutual Advisors LLC6,444$638K0.0%+28.8%0.002%
7/28/2025Equitable Trust Co.165,134$16.35M0.8%-9.7%0.042%
7/28/2025 TD Asset Management Inc198,630$19.67M0.0%+3.2%0.050%
7/28/2025 Wilmington Savings Fund Society FSB11,253$1.11M0.0%+3.1%0.003%
7/25/2025 NorthRock Partners LLC8,574$849K0.0%+27.4%0.002%
7/25/2025 Verdence Capital Advisors LLC4,274$423K0.0%-5.5%0.001%
7/25/2025 Envestnet Portfolio Solutions Inc.16,737$1.66M0.0%-11.0%0.004%
7/25/2025 Sequoia Financial Advisors LLC7,614$754K0.0%-23.4%0.002%
7/25/2025 Yousif Capital Management LLC60,013$5.94M0.1%-1.2%0.015%
7/25/2025 MGO One Seven LLC2,878$285K0.0%N/A0.001%
7/25/2025 Clarendon Private LLC6,143$608K0.6%+26.6%0.002%
7/25/2025 CWM LLC24,369$2.41M0.0%+47.9%0.006%
7/25/2025 Vanguard Personalized Indexing Management LLC45,528$4.52M0.1%+2.0%0.012%
7/25/2025 Sovereign Financial Group Inc.4,208$417K0.1%-6.6%0.001%
7/25/2025 Concurrent Investment Advisors LLC7,366$729K0.0%+11.9%0.002%
7/25/2025 Johnson Investment Counsel Inc.8,647$856K0.0%-4.9%0.002%
7/25/2025 AdviceOne Advisory Services LLC143,049$14.17M10.5%+0.7%0.036%
7/25/2025 Apollon Wealth Management LLC11,697$1.16M0.0%+47.8%0.003%
7/24/2025 Folger Nolan Fleming Douglas Capital Management Inc.5,244$519K0.1%-10.6%0.001%
7/24/2025 Louisbourg Investments Inc.21,541$2.13M0.5%-9.8%0.005%
7/24/2025 Trust Co. of Toledo NA OH9,524$943K0.1%-1.9%0.002%
7/24/2025 Aberdeen Group plc333,464$33.02M0.1%+4.3%0.084%
7/24/2025 JB Capital LLC22,950$2.27M0.1%-1.8%0.006%
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7/24/2025 Blue Trust Inc.1,431$142K0.0%-41.7%0.000%
7/24/2025 Mengis Capital Management Inc.2,650$262K0.1%N/A0.001%
7/24/2025 M. Kraus & Co26,028$2.58M0.8%-1.2%0.007%
7/24/2025 Coerente Capital Management108,979$10.79M2.0%N/A0.028%
7/24/2025 IFP Advisors Inc2,246$222K0.0%-79.7%0.001%
7/24/2025 Baldwin Wealth Partners LLC MA117,312$11.62M0.8%N/A0.030%
7/24/2025 Callan Family Office LLC8,619$853K0.0%+153.0%0.002%
7/24/2025 Blair William & Co. IL24,770$2.45M0.0%+14.4%0.006%
7/24/2025 MSH Capital Advisors LLC2,362$234K0.1%+5.4%0.001%
7/24/2025 US Bancorp DE179,995$17.82M0.0%-5.2%0.046%
(Data available from 1/1/2016 forward)

OTIS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OTIS shares?

During the previous two years, 1,191 institutional investors and hedge funds held shares of Otis Worldwide. The most heavily invested institutionals were Vanguard Group Inc. ($4.81B), JPMorgan Chase & Co. ($3.91B), BlackRock Inc. ($3.14B), Alliancebernstein L.P. ($1.94B), State Street Corp ($1.67B), Morgan Stanley ($1.04B), and Geode Capital Management LLC ($1.03B).Learn more on Otis Worldwide's institutional investors.

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

88.03% of Otis Worldwide's stock is owned by institutional investors. Learn more on OTIS's institutional investor holdings.

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

Of the 936 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: JPMorgan Chase & Co. ($21.03M), Norges Bank ($14.05M), Vanguard Group Inc. ($7.65M), PineStone Asset Management Inc. ($5.88M), Franklin Resources Inc. ($3.17M), Van ECK Associates Corp ($2.27M), and Sarasin & Partners LLP ($1.54M).

How much institutional buying is happening at Otis Worldwide?

Institutional investors have bought a total of 56,868,193 shares in the last 24 months. This purchase volume represents approximately $5.59B in transactions.

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

Of the 564 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: Alliancebernstein L.P. ($2.77M), Los Angeles Capital Management LLC ($1.96M), OMERS ADMINISTRATION Corp ($1.95M), Menora Mivtachim Holdings LTD. ($1.89M), Fiera Capital Corp ($1.63M), PineStone Asset Management Inc. ($1.58M), and Boston Partners ($1.26M).

How much institutional selling is happening at Otis Worldwide?

Institutional investors have sold a total of 32,179,183 shares in the last 24 months. This volume of shares sold represents approximately $3.16B in transactions.



This page (NYSE:OTIS) was last updated on 8/2/2025 by MarketBeat.com Staff
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