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OTIS · Otis Worldwide Corp · Held by Funds

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$65.88 +1.83 (+2.86%) At close · Oct 5
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$25.10B
Shares
380.67M
Volume · Oct 5 5.74M Avg daily vol (3M) 4.03M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding OTIS

770 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 12,181,967 $872,228,837 0.04%
VANGUARD 500 INDEX FUND 9,942,351 $711,872,332 0.04%
VANGUARD MID-CAP INDEX FUND 8,315,376 $595,380,922 0.27%
Putnam Large Cap Value Fund 6,496,384 $467,414,829 0.84%
iShares Core S&P 500 ETF 5,278,085 $377,910,886 0.04%
Fidelity 500 Index Fund 4,974,479 $352,392,092 0.04%
State Street(R) SPDR(R) S&P 500(R) ETF Trust 4,650,093 $332,946,659 0.04%
VANGUARD VALUE INDEX FUND 3,648,783 $261,252,863 0.10%
VanEck Morningstar Wide Moat ETF 3,631,982 $260,049,911 2.24%
ClearBridge Dividend Strategy Fund 3,141,400 $224,924,240 2.48%
Invesco S&P 500 Equal Weight ETF 2,674,668 $192,442,363 0.20%
THE HARTFORD DIVIDEND AND GROWTH FUND 2,454,737 $176,618,327 0.94%
VANGUARD MID-CAP VALUE INDEX FUND 2,464,545 $176,461,422 0.47%
State Street(R) Industrial Select Sector SPDR(R) ETF 2,261,621 $161,932,064 0.48%
T. Rowe Price Value Fund, Inc. 2,129,763 $152,491,031 0.45%
VANGUARD INSTITUTIONAL INDEX FUND 2,083,262 $149,161,559 0.04%
VANGUARD EQUITY INCOME FUND 2,015,026 $144,275,862 0.22%
VANGUARD PRIMECAP FUND 1,811,000 $129,667,600 0.13%
Fidelity Dividend Growth Fund 1,599,000 $115,048,050 0.97%
iShares Russell Mid-Cap ETF 1,581,164 $113,211,342 0.20%
Fidelity Series Large Cap Stock Fund 1,579,784 $113,112,534 0.39%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 1,545,821 $111,221,821 0.11%
American Mutual Fund 1,510,925 $108,711,054 0.09%
Fidelity Mid Cap Index Fund 1,455,737 $104,740,277 0.20%
Fidelity SAI U.S. Quality Index Fund 1,346,663 $96,892,403 0.27%
Pacer US Cash Cows 100 ETF 1,323,447 $95,222,012 0.51%
Investment Co of America 1,213,212 $86,865,979 0.05%
Strategic Advisers Fidelity U.S. Total Stock Fund 1,222,478 $86,600,342 0.03%
MFS Mid Cap Value Fund 1,150,092 $82,346,587 0.48%
Fidelity Capital Appreciation Fund 1,033,700 $74,374,715 0.95%
MFS Massachusetts Investors Growth Stock Fund 989,473 $70,094,267 0.76%
Fidelity Growth and Income Portfolio 920,738 $66,247,099 0.44%
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF 915,599 $65,556,888 0.04%
iShares Core Dividend Growth ETF 889,098 $63,970,601 0.15%
Schwab S&P 500 Index Fund 858,462 $61,766,341 0.04%
iShares Russell 1000 Value ETF 856,387 $61,317,309 0.08%
Fidelity Total Market Index Fund 734,366 $52,022,487 0.04%
Independent Franchise Partners US Equity Fund 698,297 $49,998,065 3.70%
Fidelity SAI U.S. Low Volatility Index Fund 654,156 $47,066,524 0.20%
iShares S&P 500 Value ETF 630,820 $45,166,712 0.09%
Massachusetts Investors Trust 594,524 $42,567,918 0.62%
iShares Russell Mid-Cap Value ETF 588,742 $42,153,927 0.27%
Fidelity Series Total Market Index Fund 593,695 $42,057,354 0.04%
Fidelity Large Cap Stock Fund 571,729 $41,135,902 0.39%
Putnam Core Equity Fund 531,680 $38,254,376 0.61%
iShares Core S&P Total U.S. Stock Market ETF 487,411 $34,898,628 0.04%
HARTFORD DIVIDEND AND GROWTH HLS FUND 467,997 $33,508,585 0.97%
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF 466,791 $33,422,236 0.09%
VANGUARD INDUSTRIALS INDEX FUND 461,460 $32,689,826 0.39%
VANGUARD LARGE-CAP INDEX FUND 448,130 $32,086,108 0.04%
Showing 1–50 of 770 positions
Key facts CIK 1781335 CUSIP 68902V107 13F (30d) 52 filings 32 filers Visit website Investor relations