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Otis Worldwide (OTIS) Institutional Ownership

Otis Worldwide logo
$101.20 +1.25 (+1.25%)
(As of 11/22/2024 ET)
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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)
510
Total
Institutional Inflows
(last 12 months)
$3.03B
Number of
Institutional Sellers
(last 12 months)
461
Total
Institutional Outflows
(last 12 months)
$2.58B
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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
11/22/2024Stock Yards Bank & Trust Co.2,503$260K0.0%-5.1%0.001%
11/20/2024 Virtu Financial LLC7,402$769K0.0%-6.2%0.002%
11/20/2024 Bard Financial Services Inc.3,050$317K0.0%-10.8%0.001%
11/19/2024 M&T Bank Corp183,984$19.12M0.1%+11.2%0.046%
11/19/2024 TCW Group Inc.43,563$4.53M0.0%+0.5%0.011%
11/18/2024 Rehmann Capital Advisory Group2,867$299K0.0%+4.4%0.001%
11/18/2024 TD Private Client Wealth LLC7,826$813K0.0%-1.8%0.002%
11/18/2024 Teachers Retirement System of The State of Kentucky30,400$3.16M0.0%-6.6%0.008%
11/18/2024 Toronto Dominion Bank140,273$14.58M0.0%-31.9%0.035%
11/18/2024 Coldstream Capital Management Inc.2,580$267K0.0%+11.8%0.001%
11/16/2024 Geode Capital Management LLC11,031,700$1.15B0.1%+1.4%2.762%
11/15/2024 Foyston Gordon & Payne Inc55,938$5.81M1.5%+1.3%0.014%
11/15/2024 Savoie Capital LLC2,019$210K0.0%N/A0.001%
11/15/2024 Goodman Advisory Group LLC1,265$131K0.0%-83.9%0.000%
11/15/2024 Resources Management Corp CT ADV1,480$154K0.0%+354.0%0.000%
11/15/2024 M&T Bank Corp183,984$19.12M0.1%+11.2%0.046%
11/15/2024 Public Employees Retirement System of Ohio151,019$15.70M0.1%-4.4%0.038%
11/15/2024 Groupama Asset Managment9,428$980K0.0%+1.4%0.002%
11/15/2024 Nomura Asset Management Co. Ltd.121,046$12.58M0.0%+4.1%0.030%
11/15/2024 Y Intercept Hong Kong Ltd125,333$13.03M0.8%N/A0.031%
11/15/2024 MML Investors Services LLC69,208$7.19M0.0%+1.5%0.017%
11/15/2024 Headinvest LLC3,888$404K0.1%-20.3%0.001%
11/15/2024 Orion Portfolio Solutions LLC47,840$4.97M0.1%-5.9%0.012%
11/15/2024 XTX Topco Ltd17,917$1.86M0.1%N/A0.004%
11/15/2024 iSAM Funds UK Ltd4,843$503K0.3%-50.9%0.001%
11/15/2024 DF Dent & Co. Inc.8,241$857K0.0%+32.3%0.002%
11/15/2024 National Bank of Canada FI714,413$74.25M0.1%+274.2%0.179%
11/15/2024 iA Global Asset Management Inc.4,013$417K0.0%-63.0%0.001%
11/15/2024 EP Wealth Advisors LLC6,407$666K0.0%+7.2%0.002%
11/15/2024 United Services Automobile Association57,848$6.01M0.2%+17.5%0.014%
11/15/2024 Kovitz Investment Group Partners LLC28,114$2.92M0.0%+40.4%0.007%
11/15/2024 Wellington Management Group LLP3,680,452$382.55M0.1%+11.9%0.921%
11/15/2024 State Street Corp16,075,641$1.67B0.1%+0.1%4.024%
11/15/2024 Stifel Financial Corp87,852$9.13M0.0%+3.7%0.022%
11/15/2024 Quantinno Capital Management LP30,205$3.14M0.0%-7.7%0.008%
11/15/2024 Royal London Asset Management Ltd.201,255$20.92M0.1%+1.8%0.050%
11/15/2024 Redwood Investment Management LLC15,027$1.57M0.1%+4.1%0.004%
11/15/2024 Morse Asset Management Inc1,250$130K0.0%N/A0.000%
11/15/2024 IHT Wealth Management LLC5,464$568K0.0%+20.6%0.001%
11/15/2024 Integrated Wealth Concepts LLC7,765$807K0.0%-9.6%0.002%
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11/15/2024 Investment Management Corp of Ontario13,408$1.39M0.0%+50.5%0.003%
11/15/2024 Jacobs Levy Equity Management Inc.1,647,625$171.25M0.7%+12.1%0.412%
11/15/2024 Janus Henderson Group PLC65,811$6.84M0.0%-0.6%0.016%
11/15/2024 HighTower Advisors LLC858,348$89.25M0.1%-3.2%0.215%
11/15/2024 Hilltop Holdings Inc.3,596$374K0.0%+22.2%0.001%
11/15/2024 Holocene Advisors LP50,693$5.27M0.0%N/A0.013%
11/15/2024 Chevy Chase Trust Holdings LLC216,294$22.48M0.1%-2.7%0.054%
11/15/2024 ClearAlpha Technologies LP3,478$362K0.1%-41.9%0.001%
11/15/2024 Concentric Capital Strategies LP43,498$4.52M0.2%N/A0.011%
11/15/2024 Aureus Asset Management LLC43,301$4.50M0.3%-0.8%0.011%
11/15/2024 Paloma Partners Management Co17,237$1.79M0.0%+154.8%0.004%
11/14/2024 Cobblestone Capital Advisors LLC NY2,667$277K0.0%+7.8%0.001%
11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp67,459$7.01M0.0%-13.1%0.017%
11/14/2024 Eventide Asset Management LLC33,664$3.50M0.1%+10.5%0.008%
11/14/2024 Verition Fund Management LLC2,475$257K0.0%-35.2%0.001%
11/14/2024 Captrust Financial Advisors39,163$4.07M0.0%-6.7%0.010%
11/14/2024 Atlantic Union Bankshares Corp38,688$4.02M0.2%+6.4%0.010%
11/14/2024 William Allan Corp47,346$4.92M3.0%+0.6%0.012%
11/14/2024 Rockefeller Capital Management L.P.41,190$4.28M0.0%-11.1%0.010%
11/14/2024 Vinva Investment Management Ltd12,701$1.33M0.1%-58.3%0.003%
11/14/2024 Public Sector Pension Investment Board16,971$1.76M0.0%-91.5%0.004%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC3,285,837$341.53M0.1%+5.5%0.823%
11/14/2024 Brown Shipley& Co Ltd47,804$4.97M2.5%-3.4%0.012%
11/14/2024 Fiduciary Trust Co39,548$4.11M0.1%-7.3%0.010%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank 142,724$14.84M0.0%+10.2%0.036%
11/14/2024 FORA Capital LLC17,464$1.82M0.2%-16.7%0.004%
11/14/2024 MetLife Investment Management LLC104,211$10.83M0.1%-3.4%0.026%
11/14/2024 CreativeOne Wealth LLC2,210$230K0.0%N/A0.001%
11/14/2024 BNP Paribas49,403$5.14M0.2%+4.4%0.012%
11/13/2024 Glenmede Trust Co. NA44,071$4.58M0.0%-6.2%0.011%
11/13/2024 Townsquare Capital LLC5,225$543K0.0%+7.4%0.001%
11/13/2024 J. Stern & Co. LLP391,709$40.71M4.3%+3.5%0.098%
11/13/2024 Lazard Freres Gestion S.A.S.1,020,098$106.03M2.2%-1.8%0.255%
11/13/2024 Brooklyn Investment Group986$102K0.0%N/A0.000%
11/13/2024 Prospector Partners LLC128,815$13.39M1.4%+3.9%0.032%
11/13/2024 D.A. Davidson & CO.13,490$1.40M0.0%+5.3%0.003%
11/13/2024 FMR LLC3,536,108$367.54M0.0%+2.9%0.885%
11/13/2024 Dai ichi Life Insurance Company Ltd3,930$408K0.0%-85.4%0.001%
11/13/2024 The Manufacturers Life Insurance Company 636,197$66.13M0.1%-3.6%0.159%
11/13/2024 Bank of Montreal Can409,792$42.80M0.0%+7.5%0.103%
11/13/2024 Private Trust Co. NA14,480$1.51M0.2%+11.4%0.004%
11/13/2024 Hancock Whitney Corp2,271$236K0.0%-13.2%0.001%
11/13/2024 Truvestments Capital LLC350$36K0.0%N/A0.000%
11/13/2024 Brown Brothers Harriman & Co.1,018,536$105.87M0.7%+24.9%0.255%
11/13/2024 DRW Securities LLC4,492$467K0.0%N/A0.001%
11/13/2024 Independent Advisor Alliance1,987$207K0.0%-9.6%0.000%
11/13/2024Fisher Asset Management LLC923,238$95.96M0.0%-16.0%0.231%
11/13/2024 Daiwa Securities Group Inc.49,173$5.11M0.0%+11.1%0.012%
11/12/2024 Hartford Funds Management Co LLC14,815$1.54M0.1%+2.3%0.004%
11/12/2024 Summit Trail Advisors LLC7,099$738K0.0%-13.3%0.002%
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11/12/2024Larson Financial Group LLC6,395$665K0.0%+53.5%0.002%
11/12/2024 Pitcairn Co.4,420$459K0.0%-20.0%0.001%
11/12/2024 Kingsview Wealth Management LLC7,102$738K0.0%+13.1%0.002%
11/12/2024 Cerity Partners LLC48,773$5.07M0.0%+41.7%0.012%
11/12/2024 Citigroup Inc.409,723$42.59M0.0%-11.1%0.103%
11/12/2024 Raymond James Trust N.A.11,109$1.16M0.0%-1.6%0.003%
11/12/2024 Charles Schwab Investment Management Inc.2,236,545$232.47M0.0%-0.1%0.560%
11/12/2024 Banco Santander S.A.87,369$9.08M0.1%-54.1%0.022%
11/12/2024 Mizuho Securities USA LLC25,974$2.70M0.1%-16.7%0.007%
11/12/2024 Pacer Advisors Inc.71,444$7.43M0.0%+31.6%0.018%
(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, 1,107 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), State Street Corp ($1.67B), Geode Capital Management LLC ($1.15B), Morgan Stanley ($1.04B), and Massachusetts Financial Services Co. MA ($836.06M).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 829 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: Norges Bank ($7.03M), Vanguard Group Inc. ($5.91M), PineStone Asset Management Inc. ($5.22M), JPMorgan Chase & Co. ($3.03M), Van ECK Associates Corp ($2.27M), Sarasin & Partners LLP ($2.17M), and Bank Julius Baer & Co. Ltd Zurich ($2.09M).

How much institutional buying is happening at Otis Worldwide?

Institutional investors have bought a total of 65,217,739 shares in the last 24 months. This purchase volume represents approximately $5.79B in transactions.

Which Otis Worldwide major shareholders have been selling company stock?

Of the 704 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 ($3.00M), 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 100,984,631 shares in the last 24 months. This volume of shares sold represents approximately $8.98B in transactions.


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This page (NYSE:OTIS) was last updated on 11/23/2024 by MarketBeat.com Staff
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