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Otis Worldwide (OTIS) Institutional Ownership

Otis Worldwide logo
$95.39 +0.74 (+0.78%)
Closing price 01/30/2025 03:59 PM Eastern
Extended Trading
$92.60 -2.79 (-2.93%)
As of 01/30/2025 07:03 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)
516
Total
Institutional Inflows
(last 12 months)
$4.24B
Number of
Institutional Sellers
(last 12 months)
461
Total
Institutional Outflows
(last 12 months)
$2.62B
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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
1/30/2025Allworth Financial LP28,124$2.68M0.0%+529.2%0.007%
1/30/2025Principal Securities Inc.14,145$1.31M0.0%-10.1%0.004%
1/30/2025Seascape Capital Management34,130$3.16M1.1%+0.8%0.009%
1/30/2025Montag A & Associates Inc.4,949$458K0.0%-11.9%0.001%
1/30/2025PineStone Asset Management Inc.3,002,419$278.05M2.6%+4.2%0.752%
1/30/2025Rhumbline Advisers729,946$67.60M0.1%-3.6%0.183%
1/30/2025New Mexico Educational Retirement Board19,108$1.77M0.1%-3.5%0.005%
1/30/2025Bank Pictet & Cie Europe AG67,376$6.24M0.1%-3.3%0.017%
1/30/2025Valeo Financial Advisors LLC4,483$415K0.0%-4.9%0.001%
1/30/2025 Blue Trust Inc.2,235$207K0.0%-28.1%0.001%
1/30/2025New York State Teachers Retirement System304,303$28.18M0.1%-4.2%0.076%
1/30/2025Kanawha Capital Management LLC49,320$4.57M0.4%+0.7%0.012%
1/30/2025Chevy Chase Trust Holdings LLC211,104$19.55M0.1%-2.4%0.053%
1/30/2025Pictet North America Advisors SA96,608$8.95M0.9%-9.7%0.024%
1/30/2025Banque Pictet & Cie SA246,624$22.84M0.2%-4.1%0.062%
1/30/2025V Square Quantitative Management LLC8,993$833K0.1%+15.8%0.002%
1/30/2025Vontobel Holding Ltd.10,401$963K0.0%+1.4%0.003%
1/30/2025Asset Management One Co. Ltd.150,615$14.09M0.0%+1.9%0.038%
1/29/2025 Avestar Capital LLC2,228$206K0.0%+6.9%0.001%
1/29/2025 Sawgrass Asset Management LLC81,371$7.54M0.8%-5.9%0.020%
1/29/2025 Fiera Capital Corp6,596,755$610.93M1.9%-4.4%1.651%
1/29/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors3,436$334K0.0%N/A0.001%
1/29/2025 Van ECK Associates Corp2,167,129$200.70M0.3%-4.2%0.543%
1/29/2025 Values First Advisors Inc.3,381$313K0.2%+104.4%0.001%
1/29/2025 Allspring Global Investments Holdings LLC18,502$1.71M0.0%-5.2%0.005%
1/29/2025 Hartford Investment Management Co.24,655$2.28M0.1%-1.9%0.006%
1/29/2025 Louisiana State Employees Retirement System21,500$1.99M0.0%-4.9%0.005%
1/29/2025 Leavell Investment Management Inc.2,484$230K0.0%+15.2%0.001%
1/29/2025 Essex Financial Services Inc.18,470$1.71M0.1%-1.2%0.005%
1/29/2025 Summit Trail Advisors LLC8,070$747K0.0%+13.7%0.002%
1/29/2025 Principle Wealth Partners LLC11,277$1.04M0.1%-1.1%0.003%
1/29/2025 Arlington Partners LLC41,882$3.88M1.5%+8.6%0.010%
1/29/2025 Equitable Trust Co.199,653$18.49M1.0%-10.8%0.050%
1/29/2025 Wingate Wealth Advisors Inc.1,463$135K0.1%N/A0.000%
1/29/2025 Ferguson Wellman Capital Management Inc.4,270$395K0.0%-16.1%0.001%
1/29/2025 Savant Capital LLC22,881$2.12M0.0%-14.3%0.006%
1/28/2025 Liberty Capital Management Inc.26,913$2.49M0.6%+0.6%0.007%
1/28/2025 Stephens Inc. AR4,725$438K0.0%-4.5%0.001%
1/28/2025 Howland Capital Management LLC2,852$264K0.0%+15.5%0.001%
1/28/2025 Quotient Wealth Partners LLC5,839$541K0.0%+2.5%0.001%
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1/28/2025 Birch Hill Investment Advisors LLC9,625$891K0.0%-1.7%0.002%
1/28/2025 Empirical Finance LLC14,040$1.30M0.1%-1.2%0.004%
1/28/2025 Empowered Funds LLC8,131$753K0.0%+11.6%0.002%
1/28/2025 Farmers & Merchants Investments Inc.41,732$3.87M0.1%+10.9%0.010%
1/28/2025 Kingsview Wealth Management LLC7,638$707K0.0%+7.5%0.002%
1/28/2025 Apollon Wealth Management LLC8,276$766K0.0%+26.0%0.002%
1/28/2025 Triasima Portfolio Management inc.7,820$724K0.1%N/A0.002%
1/28/2025 Golden State Wealth Management LLC372$34K0.0%N/A0.000%
1/28/2025 Lecap Asset Management Ltd.7,654$709K0.2%N/A0.002%
1/28/2025 William Allan Corp48,544$4.50M2.8%+2.5%0.012%
1/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd44,165$4.09M0.0%+2.4%0.011%
1/28/2025 Sumitomo Mitsui Trust Group Inc.938,843$86.95M0.1%+1.1%0.235%
1/27/2025 GHP Investment Advisors Inc.2,597$241K0.0%-5.3%0.001%
1/27/2025 Silver Oak Securities Incorporated5,101$472K0.0%-13.3%0.001%
1/27/2025 State of Alaska Department of Revenue45,546$4.22M0.0%-17.3%0.011%
1/27/2025 Bleakley Financial Group LLC9,334$864K0.0%+17.8%0.002%
1/27/2025 Choreo LLC17,627$1.63M0.0%-5.7%0.004%
1/27/2025 Mirae Asset Global Investments Co. Ltd.61,884$5.73M0.0%+38.3%0.015%
1/27/2025 Stratos Wealth Partners LTD.6,271$581K0.0%-15.5%0.002%
1/27/2025 Yousif Capital Management LLC60,643$5.62M0.1%-3.6%0.015%
1/27/2025 Retirement Systems of Alabama86,487$8.01M0.0%-1.1%0.022%
1/27/2025 Windward Capital Management Co. CA78,442$7.26M0.6%-0.9%0.020%
1/27/2025 Ninety One North America Inc.7,525$697K0.0%-11.6%0.002%
1/27/2025 E. Ohman J or Asset Management AB17,300$1.60M0.0%+10.2%0.004%
1/27/2025 Brown Lisle Cummings Inc.776$72K0.0%N/A0.000%
1/27/2025 Longboard Asset Management LP2,261$209K0.6%N/A0.001%
1/24/2025 abrdn plc142,018$13.13M0.0%-7.5%0.036%
1/24/2025 Optas LLC5,889$545K0.1%+6.6%0.001%
1/24/2025 Financial Life Planners1,337$124K0.1%N/A0.000%
1/24/2025 Jennison Associates LLC766,705$71.01M0.0%-34.9%0.192%
1/24/2025 Resonant Capital Advisors LLC3,455$320K0.0%+3.1%0.001%
1/24/2025 Stock Yards Bank & Trust Co.2,378$220K0.0%-5.0%0.001%
1/24/2025 Greenleaf Trust10,481$971K0.0%+3.3%0.003%
1/24/2025 Copeland Capital Management LLC12,251$1.14M0.0%-92.7%0.003%
1/24/2025 Spire Wealth Management1,299$120K0.0%+43.2%0.000%
1/24/2025 Osborne Partners Capital Management LLC76,189$7.06M0.4%-1.8%0.019%
1/24/2025 DAVENPORT & Co LLC14,173$1.31M0.0%+1.4%0.004%
1/24/2025 Waldron Private Wealth LLC3,823$354K0.0%-17.1%0.001%
1/24/2025 Factory Mutual Insurance Co.130,800$12.11M0.1%-46.4%0.033%
1/23/2025 Caprock Group LLC9,195$852K0.0%+97.3%0.002%
1/23/2025 BTC Capital Management Inc.57,325$5.30M0.5%-0.2%0.014%
1/23/2025 Hartford Financial Management Inc.11,996$1.11M0.2%-4.0%0.003%
1/23/2025 OLD Second National Bank of Aurora508$47K0.0%-27.4%0.000%
1/23/2025 OLD National Bancorp IN3,301$306K0.0%-7.5%0.001%
1/23/2025 Busey Bank4,264$395K0.0%-13.9%0.001%
1/23/2025 BDF Gestion26,788$2.48M0.2%-11.5%0.007%
1/23/2025 Hanson & Doremus Investment Management1,097$102K0.0%+15.8%0.000%
1/23/2025 Forsta AP Fonden132,300$12.25M0.1%-1.2%0.033%
1/23/2025 Robeco Institutional Asset Management B.V.114,542$10.61M0.0%-38.3%0.029%
1/23/2025 R Squared Ltd530$49K0.0%N/A0.000%
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1/23/2025 Gateway Wealth Partners LLC5,240$485K0.1%N/A0.001%
1/22/2025 BSW Wealth Partners4,193$388K0.1%+5.2%0.001%
1/22/2025 Perigon Wealth Management LLC17,005$1.59M0.0%+1.9%0.004%
1/22/2025 YHB Investment Advisors Inc.23,011$2.13M0.2%-1.7%0.006%
1/22/2025 Court Place Advisors LLC2,206$204K0.1%-12.5%0.001%
1/22/2025 Parsons Capital Management Inc. RI12,755$1.18M0.1%-2.6%0.003%
1/22/2025 Pacer Advisors Inc.63,328$5.87M0.0%-11.4%0.016%
1/22/2025 KBC Group NV304,423$28.19M0.1%-6.0%0.076%
1/22/2025 Blue Trust Inc.4,452$412K0.0%+43.3%0.001%
1/22/2025 PFG Investments LLC3,342$309K0.0%+4.1%0.001%
(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, 1,108 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. ($4.49B), BlackRock Inc. ($3.14B), JPMorgan Chase & Co. ($2.92B), State Street Corp ($1.67B), Geode Capital Management LLC ($1.15B), 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 839 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. ($11.19M), Norges Bank ($7.03M), Vanguard Group Inc. ($5.91M), PineStone Asset Management Inc. ($5.34M), Franklin Resources Inc. ($2.74M), 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 77,408,969 shares in the last 24 months. This purchase volume represents approximately $7.04B in transactions.

Which Otis Worldwide major shareholders have been selling company stock?

Of the 707 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 ($4.13M), Fiera Capital Corp ($3.31M), PineStone Asset Management Inc. ($2.56M), Brown Advisory Inc. ($2.28M), and Invesco Ltd. ($2.14M).

How much institutional selling is happening at Otis Worldwide?

Institutional investors have sold a total of 101,887,419 shares in the last 24 months. This volume of shares sold represents approximately $9.07B in transactions.



This page (NYSE:OTIS) was last updated on 1/31/2025 by MarketBeat.com Staff
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