Otis Worldwide Corp (OTIS) Ownership

103.94 ↓0.12 (-0.12%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Otis Worldwide Corp (OTIS), owning a total of 45 million shares. Combined, the top 34 institutional holders of OTIS own 86.40% of the company with a total of 345.2 million shares.

In the latest ownership report on December 31st 2024, the top 34 institutional holders decreased their combined ownership of OTIS by 21.1 million shares. 12 institutions bought 2,789,111 total additional shares and increased their ownership by an average of 4.27%. However 8 institutions sold 23,936,018 total shares and decreased their ownership by an average of 8.63%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Otis Worldwide Corp decreased by a net total of -21,146,907 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.350%	0.333%	45,003,843	149,123	2024-12-31
JPMorgan Chase & Co	8.959%	-36.736%	35,523,891	-20,628,171	2024-12-31
BlackRock Inc	8.302%	1.216%	32,916,884	395,386	2024-12-31
AllianceBernstein L.P.	4.988%	-8.200%	19,777,577	-1,766,664	2024-12-31
State Street Corp	4.051%	-0.081%	16,062,695	-12,946	2024-12-31
Morgan Stanley - Brokerage Accounts	3.008%	1.176%	11,926,377	138,659	2024-12-31
Geode Capital Management, LLC	2.806%	0.862%	11,126,735	95,035	2024-12-31
Franklin Resources Inc	1.963%	5.924%	7,785,116	435,372	2024-12-31
Massachusetts Financial Services Company	1.918%	-5.447%	7,605,562	-438,127	2024-12-31
NORGES BANK	1.770%	-3.511%	7,017,420	-255,378	2024-12-31
Fiera Capital Corporation	1.664%	-4.441%	6,596,755	-306,542	2024-12-31
Fundsmith LLP	1.505%	-2.841%	5,966,777	-174,451	2024-12-31
Grantham, Mayo, Van Otterloo & Co., LLC	1.301%	1.188%	5,159,105	60,564	2024-12-31
Northern Trust Corp	1.155%	12.290%	4,577,626	501,016	2024-12-31
BLS Capital Fondsmæglerselskab A/S	1.059%	-7.770%	4,198,788	-353,739	2024-12-31
Sarasin & Partners LLP	1.022%	6.003%	4,053,315	229,523	2024-12-31
Amvescap Plc.	1.021%	8.073%	4,048,203	302,414	2024-12-31
Wellington Management Company LLP	0.948%	2.138%	3,759,138	78,686	2024-12-31
FMR Inc	0.914%	2.445%	3,622,551	86,443	2024-12-31
UBS Asset Mgmt Americas Inc	0.909%	9.644%	3,602,727	316,890	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.350%	0.333%	45,003,843	149,123	2024-12-31
OFI Invest Asset Management	10.162%	0.000%	41,840,034	41,840,034	2023-03-31
JPMorgan Chase & Co	8.959%	-36.736%	35,523,891	-20,628,171	2024-12-31
BlackRock Inc	8.302%	1.216%	32,916,884	395,386	2024-12-31
AllianceBernstein L.P.	4.988%	-8.200%	19,777,577	-1,766,664	2024-12-31
State Street Corp	4.051%	-0.081%	16,062,695	-12,946	2024-12-31
State Street Corporation	3.928%	0.576%	15,734,532	90,097	2024-03-31
Morgan Stanley - Brokerage Accounts	3.008%	1.176%	11,926,377	138,659	2024-12-31
Geode Capital Management, LLC	2.806%	0.862%	11,126,735	95,035	2024-12-31
Franklin Resources Inc	1.963%	5.924%	7,785,116	435,372	2024-12-31
Massachusetts Financial Services Company	1.918%	-5.447%	7,605,562	-438,127	2024-12-31
NORGES BANK	1.770%	-3.511%	7,017,420	-255,378	2024-12-31
Fiera Capital Corporation	1.664%	-4.441%	6,596,755	-306,542	2024-12-31
Fundsmith LLP	1.505%	-2.841%	5,966,777	-174,451	2024-12-31
Grantham, Mayo, Van Otterloo & Co., LLC	1.301%	1.188%	5,159,105	60,564	2024-12-31
Dodge & Cox	1.243%	-1.530%	5,026,497	-78,100	2023-12-31
Boston Partners Global Investors, Inc	1.134%	-0.977%	4,640,068	-45,791	2023-09-30
Northern Trust Corp	1.155%	12.290%	4,577,626	501,016	2024-12-31
StonePine Asset Management Inc.	1.115%	138.297%	4,464,131	2,590,780	2024-06-30
Goldman Sachs Group Inc	1.102%	122.714%	4,453,862	2,454,047	2023-12-31
BLS Capital Fondsmæglerselskab A/S	1.059%	-7.770%	4,198,788	-353,739	2024-12-31
Sarasin & Partners LLP	1.022%	6.003%	4,053,315	229,523	2024-12-31
Amvescap Plc.	1.021%	8.073%	4,048,203	302,414	2024-12-31
Lazard Asset Management LLC	0.956%	2.222%	3,983,133	86,572	2022-06-30
T. Rowe Price Associates, Inc.	0.912%	-4.135%	3,798,975	-163,878	2022-06-30
Wellington Management Company LLP	0.948%	2.138%	3,759,138	78,686	2024-12-31
Bank of America Corp	0.929%	6.119%	3,685,312	212,511	2024-09-30
FMR Inc	0.914%	2.445%	3,622,551	86,443	2024-12-31
UBS Asset Mgmt Americas Inc	0.909%	9.644%	3,602,727	316,890	2024-12-31
Legal & General Group PLC	0.908%	-1.682%	3,598,820	-61,581	2024-09-30
Bank of New York Mellon Corp	0.884%	-3.749%	3,573,711	-139,212	2024-03-31
Capital Research Global Investors	0.879%	-60.033%	3,521,581	-5,289,726	2024-03-31
Mitsubishi UFJ Asset Management Co.,Ltd	0.836%	4.941%	3,348,789	157,671	2024-06-30
Atlantic Trust Group, LLC	0.800%	-2.590%	3,202,777	-85,162	2024-03-31

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of Otis Worldwide Corp (OTIS), owning a total of 12.8 million shares. Combined, the top 43 mutual fund holders of OTIS own 44.47% of the company with a total of 178.2 million shares.

In the latest ownership report on February 28th 2025, the top 43 fund holders increased their combined ownership of OTIS by 128 thousand shares. 7 funds bought 192,611 total additional shares and increased their ownership by an average of 0.39%. However 3 funds sold 65,056 total shares and decreased their ownership by an average of 0.62%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Otis Worldwide Corp increased by a net total of 127,555 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.178%	0.349%	12,601,093	43,781	2025-02-28
Vanguard Institutional 500 Index Trust	2.794%	0.660%	11,077,448	72,621	2025-02-28
Vanguard Mid Cap Index Institutional	2.176%	0.432%	8,627,605	37,101	2025-02-28
SPDR® S&P 500® ETF Trust	1.246%	-0.737%	4,939,744	-36,660	2025-02-28
iShares Core S&P 500 ETF	1.183%	-0.005%	4,692,097	-236	2025-02-28
JPMorgan Equity Premium Income ETF	0.926%	0.171%	3,673,325	6,256	2025-02-28
Vanguard Value Index Inv	0.870%	0.433%	3,448,341	14,852	2025-02-28
Putnam Large Cap Value A	0.850%	0.000%	3,371,725	0	2025-02-28
Vanguard Mid-Cap Value ETF	0.678%	0.186%	2,687,474	5,000	2025-02-28
JPM Global Select Equity A (acc) USD	0.647%	0.509%	2,565,068	13,000	2025-02-28
Vanguard Institutional Index I	0.625%	-1.124%	2,477,181	-28,160	2025-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	3.139%	1.395%	12,847,976	176,810	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.178%	0.349%	12,601,093	43,781	2025-02-28
Vanguard Institutional 500 Index Trust	2.794%	0.660%	11,077,448	72,621	2025-02-28
Vanguard 500 Index Investor	2.417%	0.555%	9,950,630	54,887	2023-08-31
Vanguard Mid Cap Index Institutional	2.176%	0.432%	8,627,605	37,101	2025-02-28
Fundsmith Equity I Acc	1.456%	0.000%	5,774,544	0	2024-09-30
AllianceBernstein US L/C Growth Eqty MF	1.403%	3.335%	5,562,963	179,514	2025-01-31
Fidelity 500 Index	1.256%	0.443%	4,980,722	21,978	2025-01-31
SPDR® S&P 500® ETF Trust	1.246%	-0.737%	4,939,744	-36,660	2025-02-28
SPDR® S&P 500 ETF Trust	1.205%	0.697%	4,872,240	33,740	2024-05-30
Fidelity® 500 Index	1.172%	0.640%	4,797,985	30,533	2023-11-30
iShares Core S&P 500 ETF	1.183%	-0.005%	4,692,097	-236	2025-02-28
American Funds Growth Fund of Amer A	1.024%	-6.040%	4,152,628	-266,925	2023-12-31
Capital Group Growth Fnd of Amer Comp	1.027%	-6.040%	4,152,628	-266,925	2023-12-31
MS INVF Global Brands A USD	1.033%	-1.417%	4,137,864	-59,459	2024-03-31
Dodge & Cox Stock I	1.006%	0.000%	4,077,150	0	2023-12-31
AB Large Cap Growth A	0.958%	-1.899%	3,798,392	-73,520	2025-01-31
JPMorgan Equity Premium Income ETF	0.926%	0.171%	3,673,325	6,256	2025-02-28
Morgan Stanley Glbl Franchise	0.885%	-6.772%	3,508,007	-254,835	2024-12-31
MS INVF Global Brands A	0.885%	-1.387%	3,508,007	-49,339	2024-12-31
Vanguard Value Index Inv	0.870%	0.433%	3,448,341	14,852	2025-02-28
Putnam Large Cap Value A	0.850%	0.000%	3,371,725	0	2025-02-28
Putnam US Large Cap Value Equity	0.831%	4.741%	3,296,629	149,220	2024-12-31
Capital Group Investment Co of Amer Comp	0.697%	-7.648%	2,817,315	-233,300	2023-12-31
American Funds Invmt Co of Amer A	0.695%	-7.648%	2,817,315	-233,300	2023-12-31
Vanguard Mid-Cap Value ETF	0.678%	0.186%	2,687,474	5,000	2025-02-28
JPM Global Select Equity A (acc) USD	0.647%	0.509%	2,565,068	13,000	2025-02-28
JPM Global Select - Composite	0.636%	21.527%	2,522,156	446,764	2024-12-31
Hartford Dividend and Growth Y	0.631%	0.000%	2,501,943	0	2025-01-31
Vanguard Institutional Index I	0.625%	-1.124%	2,477,181	-28,160	2025-02-28
CIBC Disciplined Equity	0.611%	0.000%	2,477,174	0	2023-09-30
20UGS Fiera Global Equity A USD acc	0.571%	0.000%	2,368,588	0	2022-11-30
Parnassus Mid-Cap	0.563%	0.000%	2,316,927	0	2023-08-31
MFS Large Cap Value (SMA)	0.572%	0.000%	2,312,252	2,312,252	2023-06-30
Touchstone Mid Cap Y	0.524%	-0.678%	2,093,577	-14,280	2024-12-31
VanEck Morningstar Wide Moat ETF	0.519%	-0.030%	2,079,075	-624	2024-09-28
20UGS Pinestone Global Equity A USD acc	0.521%	-1.423%	2,079,012	-30,000	2024-09-30
VanEck Morningstar Wide Moat	0.520%	0.000%	2,078,451	2,078,451	2024-09-30
Global Select - Canada Fund	0.518%	82.063%	2,075,392	935,463	2024-09-30
MFS Large Cap Value Equity	0.515%	-2.207%	2,062,019	-46,545	2024-06-30
MFS Value A	0.507%	-0.908%	2,031,855	-18,614	2024-08-31
The Industrial Select Sector SPDR® ETF	0.505%	-0.843%	2,022,315	-17,186	2024-07-31
State St S&P 500® Indx SL Cl III	0.492%	0.212%	1,972,309	4,176	2024-06-30