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Otis Worldwide (OTIS) Institutional Ownership

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$96.95 +2.63 (+2.79%)
Closing price 03:59 PM Eastern
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$96.56 -0.39 (-0.40%)
As of 04:35 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)
591
Total
Institutional Inflows
(last 12 months)
$5.05B
Number of
Institutional Sellers
(last 12 months)
504
Total
Institutional Outflows
(last 12 months)
$3.20B
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/11/2025Gateway Investment Advisers LLC50,672$5.23M0.1%+0.4%0.013%
4/11/2025First Affirmative Financial Network3,146$325K0.2%-10.1%0.001%
4/11/2025SeaCrest Wealth Management LLC2,578$266K0.0%-7.3%0.001%
4/11/2025Procyon Advisors LLC8,528$880K0.1%+293.4%0.002%
4/11/2025Curat Global LLC592$61K0.1%N/A0.000%
4/10/2025Thurston Springer Miller Herd & Titak Inc.828$85K0.0%+15.3%0.000%
4/10/2025Steigerwald Gordon & Koch Inc.155,397$16.04M1.8%-0.1%0.039%
4/10/2025Triangle Securities Wealth Management13,217$1.36M0.4%-4.0%0.003%
4/10/2025Threadgill Financial LLC33,565$3.46M1.9%-0.7%0.008%
4/9/2025 Selway Asset Management20,221$2.09M0.9%+1.0%0.005%
4/9/2025 Sentry Investment Management LLC4,172$431K0.3%-23.0%0.001%
4/9/2025 ST Germain D J Co. Inc.2,729$282K0.0%-5.0%0.001%
4/9/2025 Merit Financial Group LLC16,355$1.69M0.0%+51.6%0.004%
4/9/2025 Sarasin & Partners LLP3,823,792$397.45M3.9%-5.7%0.964%
4/9/2025 NBC Securities Inc.248$25K0.0%N/A0.000%
4/9/2025 Woodstock Corp11,265$1.16M0.1%-9.3%0.003%
4/9/2025 American National Bank & Trust8,766$905K0.1%-43.7%0.002%
4/9/2025 Czech National Bank91,074$9.40M0.1%+5.2%0.023%
4/8/2025 Rhumbline Advisers771,542$79.62M0.1%+5.7%0.195%
4/8/2025 Allied Investment Advisors LLC109,330$11.28M2.1%+6.0%0.028%
4/8/2025 Meyer Handelman Co.102,745$10.60M0.4%-2.7%0.026%
4/8/2025 First Community Trust NA436$45K0.0%-40.8%0.000%
4/8/2025 BTC Capital Management Inc.57,791$5.97M0.5%+0.8%0.015%
4/8/2025 Parallel Advisors LLC9,266$956K0.0%-4.7%0.002%
4/7/2025 GAMMA Investing LLC820,750$84.70M0.0%+12,162.8%0.207%
4/4/2025 Quent Capital LLC1,172$121K0.0%-12.4%0.000%
4/3/2025 Versant Capital Management Inc4,038$417K0.1%+538.9%0.001%
4/1/2025 Cacti Asset Management LLC400$41K0.0%-93.1%0.000%
4/1/2025 Neville Rodie & Shaw Inc.11,158$1.15M0.1%-3.5%0.003%
4/1/2025 MassMutual Private Wealth & Trust FSB2,965$306K0.0%+34.3%0.001%
3/27/2025Milestone Asset Management Group LLC5,348$495K0.4%N/A0.001%
3/24/2025Fire Capital Management LLC7,346$680K0.5%N/A0.002%
3/18/2025California State Teachers Retirement System647,179$59.94M0.1%-1.8%0.163%
3/17/2025Wealth Enhancement Advisory Services LLC30,341$2.81M0.0%+14.2%0.008%
3/17/2025NorthCrest Asset Manangement LLC3,798$352K0.0%-25.7%0.001%
3/14/2025Lansforsakringar Fondforvaltning AB publ 132,718$12.29M0.1%N/A0.033%
3/4/2025Siemens Fonds Invest GmbH1,696$157K0.0%-62.9%0.000%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH318,012$29.45M0.1%N/A0.080%
2/25/2025B. Riley Wealth Advisors Inc.5,015$464K0.0%-24.8%0.001%
2/20/2025Mackenzie Financial Corp176,451$16.34M0.0%+0.2%0.045%
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2/20/2025Forum Financial Management LP2,893$268K0.0%+12.0%0.001%
2/19/2025Toronto Dominion Bank219,473$20.33M0.0%+56.5%0.055%
2/19/2025Public Employees Retirement System of Ohio142,047$13.16M0.0%-5.9%0.036%
2/18/2025Vise Technologies Inc.2,884$267K0.0%N/A0.001%
2/18/2025Brown Shipley& Co Ltd45,395$4.20M2.1%-5.0%0.011%
2/18/2025Orion Capital Management LLC375$35K0.0%N/A0.000%
2/18/2025Principal Street Partners LLC2,808$260K0.1%-17.3%0.001%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC3,602,727$333.65M0.1%+9.6%0.909%
2/17/2025USS Investment Management Ltd2,293,062$212.35M1.5%-1.0%0.578%
2/17/2025Voloridge Investment Management LLC1,290,620$119.52M0.4%-12.1%0.325%
2/17/2025Waverly Advisors LLC4,359$404K0.0%N/A0.001%
2/17/2025Wesleyan Assurance Society46,100$4.27M0.3%-4.2%0.012%
2/17/2025iSAM Funds UK Ltd10,309$955K0.7%+112.9%0.003%
2/17/2025Vident Advisory LLC8,096$750K0.0%+14.4%0.002%
2/17/2025Sone Capital Management LLC49,886$4.62M0.6%N/A0.013%
2/17/2025Spurstone Advisory Services LLC1,000$93K1.8%N/A0.000%
2/17/2025Twinbeech Capital LP424,235$39.29M0.7%N/A0.107%
2/17/2025Two Sigma Investments LP28,700$2.66M0.0%-4.8%0.007%
2/17/2025Texas Bank & Trust Co4,400$407K0.2%N/A0.001%
2/17/2025Tidal Investments LLC34,524$3.20M0.0%+6.4%0.009%
2/17/2025State of Wyoming1,956$181K0.0%-16.3%0.000%
2/17/2025Toronto Dominion Bank219,473$20.33M0.0%+56.5%0.055%
2/17/2025Snowden Capital Advisors LLC11,332$1.05M0.0%+5.4%0.003%
2/17/2025Siemens Fonds Invest GmbH1,696$157K0.0%-62.9%0.000%
2/17/2025Shell Asset Management Co.9,133$846K0.0%-3.2%0.002%
2/17/2025Royal Bank of Canada879,250$81.43M0.0%+21.9%0.222%
2/17/2025Rafferty Asset Management LLC37,314$3.46M0.0%+11.1%0.009%
2/17/2025Raiffeisen Bank International AG2,910$269K0.0%N/A0.001%
2/17/2025Redwood Investment Management LLC15,439$1.43M0.1%+2.7%0.004%
2/17/2025ProShare Advisors LLC73,461$6.80M0.0%+10.0%0.019%
2/17/2025Quantinno Capital Management LP63,266$5.86M0.1%+109.5%0.016%
2/17/2025Mufg Securities Americas Inc.5,898$546K0.1%N/A0.001%
2/17/2025Man Group plc138,257$12.80M0.0%-45.9%0.035%
2/17/2025Nomura Holdings Inc.13,162$1.22M0.0%N/A0.003%
2/17/2025NorthRock Partners LLC6,299$583K0.0%N/A0.002%
2/17/2025Nuveen Asset Management LLC865,913$80.19M0.0%-1.9%0.218%
2/17/2025Occudo Quantitative Strategies LP34,735$3.22M0.6%N/A0.009%
2/17/2025OMERS ADMINISTRATION Corp17,080$1.58M0.0%-99.1%0.004%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.44,572$4.13M0.0%+3.5%0.011%
2/17/2025Lazard Asset Management LLC12,434$1.15M0.0%-18.9%0.003%
2/17/2025London Co. of Virginia2,243,564$207.78M1.1%-0.6%0.566%
2/17/2025Laird Norton Wetherby Wealth Management LLC5,205$482K0.0%-4.3%0.001%
2/17/2025Investment Management Corp of Ontario11,108$1.03M0.0%-17.2%0.003%
2/17/2025Jacobs Levy Equity Management Inc.1,385,894$128.35M0.5%-15.9%0.350%
2/17/2025Janus Henderson Group PLC70,485$6.53M0.0%+7.1%0.018%
2/17/2025Gates Capital Management Inc.761,748$70.55M1.3%-7.9%0.192%
2/17/2025Geller Advisors LLC4,499$417K0.0%-3.0%0.001%
2/17/2025Gotham Asset Management LLC192,779$17.85M0.2%-0.9%0.049%
2/17/2025Focus Partners Wealth34,386$3.18M0.0%+51.0%0.009%
2/17/2025Foyston Gordon & Payne Inc56,094$5.20M1.4%+0.3%0.014%
Trump Treasure April 19 (Ad)

Thanks to President Trump… A $900 investment across5 specific cryptos… Could gain 12,000% so quickly that, just 12 months later…

If I’m right about this (like I was before) a modest $900 investment…
2/17/2025Fundsmith LLP5,966,777$552.58M2.4%-2.8%1.505%
2/17/2025Ellevest Inc.10,309$955K0.1%-6.9%0.003%
2/17/2025Ensign Peak Advisors Inc172,971$16.02M0.0%-22.0%0.044%
2/17/2025Ethic Inc.73,861$6.84M0.1%+3.7%0.019%
2/17/2025Ewing Morris & Co. Investment Partners Ltd.8,145$754K0.3%N/A0.002%
2/17/2025Fiduciary Trust Co40,267$3.73M0.0%+1.8%0.010%
2/17/2025First Manhattan CO. LLC.41,786$3.87M0.0%-8.2%0.011%
2/17/2025FORA Capital LLC48,563$4.50M0.5%+178.1%0.012%
2/17/2025Fundsmith Investment Services LTD.1,766,746$163.62M2.1%-0.8%0.446%
2/17/2025Deutsche Bank AG1,695,446$157.02M0.1%+13.9%0.428%
(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, 1,165 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 890 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 95,913,590 shares in the last 24 months. This purchase volume represents approximately $8.84B 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 107,164,643 shares in the last 24 months. This volume of shares sold represents approximately $9.68B in transactions.


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This page (NYSE:OTIS) was last updated on 4/11/2025 by MarketBeat.com Staff
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