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OTIS

Otis Worldwide Corp
$73.42 +0.33 (+0.45%) At close · Jul 13
Market Cap
$28.17B
Shares
383,716,076

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 1,235
Total Value: $25,011,488,137
Total Shares: 324,960,753
Showing 1–100 of 1,258 holdings by value · page 1 of 13

Institutional Ownership Trend

26 quarters

Superinvestors Holding OTIS

All superinvestors →
Terry Smith $210,554,425 Ray Dalio $21,459,919 Joel Greenblatt $10,245,627 Thomas Gayner $8,834,909 Mario Gabelli $223,532

Holder Concentration

Across 1,235 13F filers
Top Holder
9.9%
Jun 2023 → Mar 2026 · range 9.9% – 14.3%
of institutional value
Top 5
30.4%
Jun 2023 → Mar 2026 · range 30.4% – 42.3%
of institutional value
Top 10
43.2%
Jun 2023 → Mar 2026 · range 43.2% – 55.1%
of institutional value
HHI
281
Jun 2023 → Mar 2026 · range 281 – 472
Broadly held
Showing 100 of 1,258
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $2,483,582,336 9.93% 32,220,840
Mega VANGUARD CAPITAL MANAGEMENT LLC $1,946,732,865 7.78% 25,256,005
Mega STATE STREET CORP $1,248,811,851 4.99% 16,201,503
Mega MORGAN STANLEY $998,903,762 3.99% 12,959,312
Mega GEODE CAPITAL MANAGEMENT, LLC $959,748,515 3.84% 12,451,330
Mega FRANKLIN RESOURCES INC $888,035,284 3.55% 11,520,956
Mega PRICE T ROWE ASSOCIATES INC /MD/ $681,312,432 2.72% 8,839,030
Mega FMR LLC $615,031,493 2.46% 7,979,132
Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $585,828,809 2.34% 7,600,270
Mega Mitsubishi UFJ Asset Management Co., Ltd. $454,156,978 1.82% 5,892,021
Large Fiera Capital Corp $375,140,342 1.50% 4,866,896
Mid BLS CAPITAL FONDSMAEGLERSELSKAB A/S $338,230,508 1.35% 4,388,045
Mega NORTHERN TRUST CORP Bank $312,783,313 1.25% 4,057,905
Large PineStone Asset Management Inc. $307,196,506 1.23% 4,290,454
Mega Invesco Ltd. $306,017,533 1.22% 3,970,129
Mega VAN ECK ASSOCIATES CORP $305,860,916 1.22% 3,968,097
Mega ALLIANCEBERNSTEIN L.P. $294,868,923 1.18% 3,825,492
Mega JPMORGAN CHASE & CO $289,459,746 1.16% 3,755,316
Mega WELLINGTON MANAGEMENT GROUP LLP $271,434,213 1.09% 3,521,461
Mega D. E. Shaw & Co., Inc. $266,305,849 1.06% 3,454,928
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $255,163,237 1.02% 3,310,369
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $251,312,634 1.00% 3,260,413
Mega GOLDMAN SACHS GROUP INC $227,509,557 0.91% 2,951,603
Mega Capital Research Global Investors $221,442,669 0.89% 2,872,894
Large CIBC Bancorp USA Inc. Bank $220,774,616 0.88% 2,864,227
Mega Bank of New York Mellon Corp Bank $219,560,982 0.88% 2,848,482
Large Fundsmith LLP $210,554,425 0.84% 2,731,635
Mega Legal & General Group Plc $209,188,952 0.84% 2,713,920
Mega Clearbridge Investments, LLC $207,436,231 0.83% 2,691,181
Mega BANK OF AMERICA CORP /DE/ Bank $203,456,895 0.81% 2,639,555
Mid Canoe Financial LP $188,871,898 0.76% 2,450,336
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $188,735,621 0.75% 2,448,568
Mega SCHRODER INVESTMENT MANAGEMENT GROUP $188,337,732 0.75% 2,443,406
Mid Guinness Asset Management LTD $180,836,771 0.72% 2,346,092
Mega VANGUARD FIDUCIARY TRUST CO Bank $168,740,915 0.67% 2,189,166
Mega PRIMECAP MANAGEMENT CO/CA/ $161,294,524 0.64% 2,092,560
Mega DIMENSIONAL FUND ADVISORS LP $151,799,191 0.61% 1,969,372
Mega TWO SIGMA INVESTMENTS, LP $149,337,566 0.60% 1,937,436
Mega Amundi $145,405,484 0.58% 1,886,423
Large USS Investment Management Ltd $136,218,473 0.54% 1,767,235
Large RENAISSANCE TECHNOLOGIES LLC $130,357,696 0.52% 1,691,200
Mega BANK OF MONTREAL /CAN/ Bank $119,189,956 0.48% 1,546,315
Mega DEUTSCHE BANK AG\ Bank $117,198,362 0.47% 1,520,477
Mega AQR CAPITAL MANAGEMENT LLC $117,002,272 0.47% 1,517,933
Large Russell Investments Group, Ltd. $110,527,083 0.44% 1,433,927
Large Pictet Asset Management Holding SA $106,679,799 0.43% 1,384,014
Large Squarepoint Ops LLC $106,450,871 0.43% 1,381,044
Mid Lazard Freres Gestion S.A.S. $103,361,505 0.41% 1,340,964
Large JACOBS LEVY EQUITY MANAGEMENT, INC $103,109,838 0.41% 1,337,699
Mega UBS Group AG $95,642,554 0.38% 1,240,822
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $93,876,811 0.38% 1,217,914
Mega Nuveen, LLC $90,753,066 0.36% 1,177,388
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $89,072,491 0.36% 1,155,585
Mega Swiss National Bank Bank $88,152,002 0.35% 1,143,643
Large LONDON CO OF VIRGINIA $86,457,552 0.35% 1,121,660
Large Qube Research & Technologies Ltd $83,795,517 0.34% 1,087,124
Large Independent Franchise Partners LLP $77,256,050 0.31% 1,002,284
Mid FUNDSMITH INVESTMENT SERVICES LTD. $74,519,941 0.30% 966,787
Mega CITIGROUP INC $73,155,624 0.29% 949,087
Mid Scharf Investments, LLC $72,172,442 0.29% 1,007,995
Small FIFTHDELTA Ltd $71,467,805 0.29% 927,190
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC $70,893,019 0.28% 919,733
Large Man Group plc $67,480,765 0.27% 875,464
Large BNP PARIBAS ASSET MANAGEMENT Holding S.A. $66,820,034 0.27% 866,892
Mega BARCLAYS PLC $65,944,481 0.26% 855,533
Mega Vanguard Global Advisers, LLC $65,613,733 0.26% 851,242
Mega Sumitomo Mitsui Trust Group, Inc. $64,140,734 0.26% 832,132
Mega ROYAL BANK OF CANADA Bank $61,925,142 0.25% 803,388
Mega CITADEL ADVISORS LLC $60,594,745 0.24% 786,128
Large BROWN BROTHERS HARRIMAN & CO $59,978,645 0.24% 778,135
Large ExodusPoint Capital Management, LP $59,095,617 0.24% 766,679
Mega RHUMBLINE ADVISERS $58,702,894 0.23% 761,584
Mega HSBC HOLDINGS PLC $58,244,342 0.23% 755,635
Large DNB Asset Management AS $58,019,580 0.23% 752,719
Mega WELLS FARGO & COMPANY/MN $57,369,409 0.23% 744,284
Mega VICTORY CAPITAL MANAGEMENT INC $57,288,014 0.23% 743,228
Mid Gates Capital Management, Inc. $56,850,970 0.23% 737,558
Mid Clean Energy Transition LLP $54,599,463 0.22% 708,348
Mega California Public Employees Retirement System Pension $53,293,112 0.21% 691,400
Mega BNP PARIBAS ARBITRAGE, SA $53,214,798 0.21% 690,384
Large HRT FINANCIAL LP $52,557,845 0.21% 681,861
Mega VANGUARD ASSET MANAGEMENT, Ltd $51,565,132 0.21% 668,982
Mega NEUBERGER BERMAN GROUP LLC $50,499,578 0.20% 655,158
Mega National Pension Service Pension $50,317,901 0.20% 652,801
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $48,340,799 0.19% 627,151
Large GREAT LAKES ADVISORS, LLC $47,790,137 0.19% 620,007
Mega Fisher Asset Management, LLC $47,749,672 0.19% 619,482
Large MARSHALL WACE, LLP $46,859,937 0.19% 607,939
Large WORLDQUANT MILLENNIUM ADVISORS LLC $46,729,904 0.19% 606,252
Large CAPITAL FUND MANAGEMENT S.A. $45,687,705 0.18% 592,731
Small GFI Investment Counsel Ltd. $45,119,857 0.18% 585,364
Large HighTower Advisors, LLC $44,325,778 0.18% 575,062
Mega FIRST TRUST ADVISORS LP $44,186,032 0.18% 573,249
Large PFA Pension, Forsikringsaktieselskab Pension $42,994,915 0.17% 557,796
Mid ANCHOR CAPITAL ADVISORS LLC $42,796,357 0.17% 555,220
Large Allianz Asset Management GmbH $42,399,240 0.17% 550,068
Large SEI INVESTMENTS CO $40,883,770 0.16% 530,407
Mega AMERIPRISE FINANCIAL INC $40,570,901 0.16% 526,348
Mega RAYMOND JAMES FINANCIAL INC $37,408,541 0.15% 485,321
Mega ENVESTNET ASSET MANAGEMENT INC $35,760,341 0.14% 463,938
Key facts CIK 1781335 CUSIP 68902V107 13F (30d) 104 filings 83 filers Visit website Investor relations

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