Otis Worldwide Corp (OTIS) Ownership

93.01 ↑0.40 (0.43%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Otis Worldwide Corp (OTIS), owning a total of 44.9 million shares. Combined, the top 33 institutional holders of OTIS own 83.88% of the company with a total of 337 million shares.

In the latest ownership report on September 30th 2024, the top 33 institutional holders decreased their combined ownership of OTIS by 2.6 million shares. 10 institutions bought 12,187,718 total additional shares and increased their ownership by an average of 13.25%. However 9 institutions sold 14,748,748 total shares and decreased their ownership by an average of 8.45%.

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 -2,561,030 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc11.229%-0.514%44,854,720-231,8902024-09-30
JPMorgan Chase & Co7.029%40.986%28,076,0318,161,9462024-09-30
AllianceBernstein L.P.5.393%-1.759%21,544,241-385,6652024-09-30
State Street Corp4.024%0.052%16,075,6418,2722024-09-30
Morgan Stanley - Brokerage Accounts2.951%-52.617%11,787,718-13,089,8522024-09-30
Geode Capital Management, LLC2.762%1.398%11,031,700152,0722024-09-30
Massachusetts Financial Services Company2.014%-2.476%8,043,689-204,2292024-09-30
Franklin Resources Inc1.840%58.302%7,349,7442,706,8712024-09-30
Fiera Capital Corporation1.728%-1.659%6,903,297-116,4512024-09-30
Fundsmith LLP1.537%0.048%6,141,2282,9502024-09-30
Grantham, Mayo, Van Otterloo & Co., LLC1.276%5.314%5,098,541257,2732024-09-30
BLS Capital Fondsmæglerselskab A/S1.140%-2.826%4,552,527-132,4002024-09-30
Northern Trust Corp1.021%-5.014%4,076,610-215,2012024-09-30
Sarasin & Partners LLP0.957%-7.532%3,823,792-311,4792024-09-30
Amvescap Plc.0.938%5.442%3,745,789193,3392024-09-30
Bank of America Corp0.923%6.119%3,685,312212,5112024-09-30
Wellington Management Company LLP0.921%11.894%3,680,452391,2062024-09-30
Legal & General Group PLC0.901%-1.682%3,598,820-61,5812024-09-30
FMR Inc0.885%2.949%3,536,108101,2782024-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc11.229%-0.514%44,854,720-231,8902024-09-30
OFI Invest Asset Management10.162%0.000%41,840,03441,840,0342023-03-31
BlackRock Inc8.640%-0.645%34,512,064-224,0772024-06-30
JPMorgan Chase & Co7.029%40.986%28,076,0318,161,9462024-09-30
AllianceBernstein L.P.5.393%-1.759%21,544,241-385,6652024-09-30
State Street Corp4.024%0.052%16,075,6418,2722024-09-30
State Street Corporation3.928%0.576%15,734,53290,0972024-03-31
Morgan Stanley - Brokerage Accounts2.951%-52.617%11,787,718-13,089,8522024-09-30
Geode Capital Management, LLC2.762%1.398%11,031,700152,0722024-09-30
Massachusetts Financial Services Company2.014%-2.476%8,043,689-204,2292024-09-30
Franklin Resources Inc1.840%58.302%7,349,7442,706,8712024-09-30
NORGES BANK1.821%3.473%7,272,798244,1262024-06-30
Fiera Capital Corporation1.728%-1.659%6,903,297-116,4512024-09-30
Fundsmith LLP1.537%0.048%6,141,2282,9502024-09-30
Grantham, Mayo, Van Otterloo & Co., LLC1.276%5.314%5,098,541257,2732024-09-30
Dodge & Cox1.243%-1.530%5,026,497-78,1002023-12-31
Boston Partners Global Investors, Inc1.134%-0.977%4,640,068-45,7912023-09-30
BLS Capital Fondsmæglerselskab A/S1.140%-2.826%4,552,527-132,4002024-09-30
StonePine Asset Management Inc.1.115%138.297%4,464,1312,590,7802024-06-30
Goldman Sachs Group Inc1.102%122.714%4,453,8622,454,0472023-12-31
Northern Trust Corp1.021%-5.014%4,076,610-215,2012024-09-30
Lazard Asset Management LLC0.956%2.222%3,983,13386,5722022-06-30
Sarasin & Partners LLP0.957%-7.532%3,823,792-311,4792024-09-30
T. Rowe Price Associates, Inc.0.912%-4.135%3,798,975-163,8782022-06-30
Amvescap Plc.0.938%5.442%3,745,789193,3392024-09-30
Bank of America Corp0.923%6.119%3,685,312212,5112024-09-30
Wellington Management Company LLP0.921%11.894%3,680,452391,2062024-09-30
Legal & General Group PLC0.901%-1.682%3,598,820-61,5812024-09-30
Bank of New York Mellon Corp0.884%-3.749%3,573,711-139,2122024-03-31
FMR Inc0.885%2.949%3,536,108101,2782024-09-30
Capital Research Global Investors0.879%-60.033%3,521,581-5,289,7262024-03-31
Mitsubishi UFJ Asset Management Co.,Ltd0.836%4.941%3,348,789157,6712024-06-30
Atlantic Trust Group, LLC0.800%-2.590%3,202,777-85,1622024-03-31

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 42 mutual fund holders of OTIS own 43.64% of the company with a total of 175.6 million shares.

In the latest ownership report on November 30th 2024, the top 42 fund holders increased their combined ownership of OTIS by 262 thousand shares. 6 funds bought 309,111 total additional shares and increased their ownership by an average of 0.94%. However 2 funds sold 46,635 total shares and decreased their ownership by an average of 0.36%.

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 262,476 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.151%-0.282%12,586,919-35,6322024-11-30
Vanguard Institutional 500 Index Trust2.696%1.432%10,767,757152,0592024-11-30
Vanguard Mid Cap Index Institutional2.139%0.525%8,542,84144,6262024-11-30
SPDR® S&P 500® ETF Trust1.240%0.595%4,951,86729,2642024-11-30
iShares Core S&P 500 ETF1.133%0.000%4,527,06102024-11-30
Vanguard Value Index Inv0.857%0.711%3,421,35324,1622024-11-30
Vanguard Mid-Cap Value ETF0.692%0.245%2,764,1786,7432024-11-30
Vanguard Institutional Index I0.635%-0.432%2,535,600-11,0032024-11-30
JPM Global Select Equity A (acc) USD0.621%2.151%2,482,02252,2572024-11-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Instl Ttl Stck Mkt Idx Tr3.139%1.395%12,847,976176,8102023-03-31
Vanguard Total Stock Mkt Idx Inv3.151%-0.282%12,586,919-35,6322024-11-30
Vanguard Institutional 500 Index Trust2.696%1.432%10,767,757152,0592024-11-30
Vanguard 500 Index Investor2.417%0.555%9,950,63054,8872023-08-31
Vanguard Mid Cap Index Institutional2.139%0.525%8,542,84144,6262024-11-30
Fundsmith Equity I Acc1.446%0.000%5,774,54402024-06-30
AllianceBernstein US L/C Growth Eqty MF1.420%0.000%5,671,54402024-10-31
SPDR® S&P 500® ETF Trust1.240%0.595%4,951,86729,2642024-11-30
Fidelity 500 Index1.231%-0.164%4,915,970-8,0782024-10-31
SPDR® S&P 500 ETF Trust1.205%0.697%4,872,24033,7402024-05-30
Fidelity® 500 Index1.172%0.640%4,797,98530,5332023-11-30
iShares Core S&P 500 ETF1.133%0.000%4,527,06102024-11-30
AB Large Cap Growth A1.062%2.202%4,242,49391,4112024-10-31
Capital Group Growth Fnd of Amer Comp1.027%-6.040%4,152,628-266,9252023-12-31
American Funds Growth Fund of Amer A1.024%-6.040%4,152,628-266,9252023-12-31
MS INVF Global Brands A USD1.033%-1.417%4,137,864-59,4592024-03-31
Dodge & Cox Stock I1.006%0.000%4,077,15002023-12-31
Morgan Stanley Glbl Franchise0.942%-4.596%3,762,842-181,2652024-09-30
MS INVF Global Brands A0.942%-1.480%3,762,842-56,5152024-09-30
JPMorgan Equity Premium Income ETF0.860%0.116%3,435,5853,9732024-11-29
Vanguard Value Index Inv0.857%0.711%3,421,35324,1622024-11-30
Putnam Large Cap Value A0.806%2.237%3,217,82570,4162024-10-31
Putnam US Large Cap Value Equity0.788%650.487%3,147,4092,728,0272024-09-30
American Funds Invmt Co of Amer A0.695%-7.648%2,817,315-233,3002023-12-31
Capital Group Investment Co of Amer Comp0.697%-7.648%2,817,315-233,3002023-12-31
Vanguard Mid-Cap Value ETF0.692%0.245%2,764,1786,7432024-11-30
Vanguard Institutional Index I0.635%-0.432%2,535,600-11,0032024-11-30
Hartford Dividend and Growth Y0.625%0.000%2,497,96302024-10-31
JPM Global Select Equity A (acc) USD0.621%2.151%2,482,02252,2572024-11-30
CIBC Disciplined Equity0.611%0.000%2,477,17402023-09-30
20UGS Fiera Global Equity A USD acc0.571%0.000%2,368,58802022-11-30
Parnassus Mid-Cap0.563%0.000%2,316,92702023-08-31
MFS Large Cap Value (SMA)0.572%0.000%2,312,2522,312,2522023-06-30
Touchstone Mid Cap Y0.528%2.106%2,107,85743,4682024-09-30
VanEck Morningstar Wide Moat ETF0.519%-0.030%2,079,075-6242024-09-28
20UGS Pinestone Global Equity A USD acc0.521%-1.423%2,079,012-30,0002024-09-30
VanEck Morningstar Wide Moat0.520%0.000%2,078,4512,078,4512024-09-30
Global Select - Canada Fund0.518%82.063%2,075,392935,4632024-09-30
MFS Large Cap Value Equity0.515%-2.207%2,062,019-46,5452024-06-30
MFS Value A0.507%-0.908%2,031,855-18,6142024-08-31
The Industrial Select Sector SPDR® ETF0.505%-0.843%2,022,315-17,1862024-07-31
State St S&P 500® Indx SL Cl III0.492%0.212%1,972,3094,1762024-06-30

Discussions

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wsb_pro

$OTIS what’s gonna happen now

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davieshelvy

$OTIS so tired of this pos let's fly already

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