Skip to main content
Equibles

OTIS

Otis Worldwide Corp

Company with tickers: OTIS

CIK
1781335
CUSIP
68902V107
Shares Outstanding
383,716,076
13F Activity (30d)
328 filings 315 filers

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.

Holders: 1,212
Total Value: $20,530,495,719
Total Shares: 266,353,094
Showing 1–100 of 1,235 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

Holder Concentration

Across 1,212 13F filers · Δ vs Dec 31, 2025
Top Holder
9.5%
Sep 2023 → Mar 2026 · range 9.5% – 14.4%
−0.6 pts
Top 5
32.0%
Sep 2023 → Mar 2026 · range 25.9% – 42.7%
+6.1 pts
Top 10
42.2%
Sep 2023 → Mar 2026 · range 37.3% – 55.6%
+4.9 pts
HHI
279
Sep 2023 → Mar 2026 · range 244 – 481
Broadly held+35

Quarterly Activity

vs Dec 31, 2025
New
155
Increased
359
Decreased
443
Sold Out
183
Unchanged
255
Holder count: -28
Institutional value: +47.4%
Shares held: +67.0%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega GEODE CAPITAL MANAGEMENT, LLC +1,663,105 12,451,330
Mega Clearbridge Investments, LLC +1,575,930 2,691,181
Mega TWO SIGMA INVESTMENTS, LP +1,374,191 1,948,336
Mega Mitsubishi UFJ Asset Management Co., Ltd. +1,206,711 5,892,021
Large DNB Asset Management AS +611,156 752,719

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Large MARSHALL WACE, LLP −2,644,198 607,939
Mid Sarasin & Partners LLP −1,988,296 546,283
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. −1,198,290 1,155,585
Large Assenagon Asset Management S.A. −776,332 425,343
Large Squarepoint Ops LLC −771,052 1,381,044

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 25,256,005 $1,946,732,865
Mega VANGUARD PORTFOLIO MANAGEMENT LLC 19,701,892 $1,518,621,835
Mega FRANKLIN RESOURCES INC 11,520,956 $888,035,284
Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 7,600,270 $585,828,809
Mega VAN ECK ASSOCIATES CORP 3,968,097 $305,860,916

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Large CIBC Private Wealth Group LLC 2,850,031 $248,950,207
Mid Ilex Capital Partners (UK) LLP 436,749 $38,150,025
Mid Alberta Investment Management Corp 170,600 $14,901,910
Mid Andra AP-fonden 163,834 $14,310,899
Small Albar Capital Partners LLP 135,346 $11,822,473
Filter: New 155 Increased 359 Reduced 443 Sold out 183 Unchanged 255
Showing 100 of 1,235
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega VANGUARD CAPITAL MANAGEMENT LLC $1,946,732,865 9.48% 25,256,005
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $1,518,621,835 7.40% 19,701,892
Mega STATE STREET CORP $1,248,811,851 6.08% 16,201,503
Mega GEODE CAPITAL MANAGEMENT, LLC $959,748,515 4.67% 12,451,330
Mega FRANKLIN RESOURCES INC $888,035,284 4.33% 11,520,956
Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $585,828,809 2.85% 7,600,270
Mega Mitsubishi UFJ Asset Management Co., Ltd. $454,156,978 2.21% 5,892,021
Large Fiera Capital Corp $375,140,342 1.83% 4,866,896
Large PineStone Asset Management Inc. $346,388,424 1.69% 4,493,882
Mid BLS CAPITAL FONDSMAEGLERSELSKAB A/S $338,230,508 1.65% 4,388,045
Mega NORTHERN TRUST CORP Bank $312,783,313 1.52% 4,057,905
Mega VAN ECK ASSOCIATES CORP $305,860,916 1.49% 3,968,097
Mega ALLIANCEBERNSTEIN L.P. $294,868,923 1.44% 3,825,492
Mega JPMORGAN CHASE & CO $289,459,746 1.41% 3,755,316
Mega D. E. Shaw & Co., Inc. $266,305,849 1.30% 3,454,928
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $255,163,237 1.24% 3,310,369
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $251,312,634 1.22% 3,260,413
Mega GOLDMAN SACHS GROUP INC $227,509,557 1.11% 2,951,603
Large CIBC Bancorp USA Inc. Bank $220,774,616 1.08% 2,864,227
Mega Bank of New York Mellon Corp Bank $219,560,982 1.07% 2,848,482
Large Fundsmith LLP $210,554,425 1.03% 2,731,635
Mega Legal & General Group Plc $209,188,952 1.02% 2,713,920
Mega Clearbridge Investments, LLC $207,436,231 1.01% 2,691,181
Mega BANK OF AMERICA CORP /DE/ Bank $203,456,895 0.99% 2,639,555
Mid Canoe Financial LP $188,871,898 0.92% 2,450,336
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $188,735,621 0.92% 2,448,568
Mega SCHRODER INVESTMENT MANAGEMENT GROUP $188,337,732 0.92% 2,443,406
Mid Guinness Asset Management LTD $180,836,771 0.88% 2,346,092
Mega VANGUARD FIDUCIARY TRUST CO Bank $168,740,915 0.82% 2,189,166
Mega PRIMECAP MANAGEMENT CO/CA/ $161,294,524 0.79% 2,092,560
Mega TWO SIGMA INVESTMENTS, LP $149,337,566 0.73% 1,937,436
Large USS Investment Management Ltd $136,218,473 0.66% 1,767,235
Large RENAISSANCE TECHNOLOGIES LLC $130,357,696 0.63% 1,691,200
Mega BANK OF MONTREAL /CAN/ Bank $119,189,956 0.58% 1,546,315
Mega DEUTSCHE BANK AG\ Bank $117,198,362 0.57% 1,520,477
Large Russell Investments Group, Ltd. $110,527,083 0.54% 1,433,927
Large Pictet Asset Management Holding SA $106,679,799 0.52% 1,384,014
Large Squarepoint Ops LLC $106,450,871 0.52% 1,381,044
Mid Lazard Freres Gestion S.A.S. $103,361,505 0.50% 1,340,964
Large JACOBS LEVY EQUITY MANAGEMENT, INC $103,109,838 0.50% 1,337,699
Mega UBS Group AG $95,642,554 0.47% 1,240,822
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $93,876,811 0.46% 1,217,914
Mega Nuveen, LLC $90,753,066 0.44% 1,177,388
Mid Scharf Investments, LLC $89,919,138 0.44% 1,166,569
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $89,072,491 0.43% 1,155,585
Mega Swiss National Bank Bank $88,152,002 0.43% 1,143,643
Large LONDON CO OF VIRGINIA $86,457,552 0.42% 1,121,660
Large Qube Research & Technologies Ltd $83,795,517 0.41% 1,087,124
Large Independent Franchise Partners LLP $77,256,050 0.38% 1,002,284
Mid FUNDSMITH INVESTMENT SERVICES LTD. $74,519,941 0.36% 966,787
Mega CITIGROUP INC $73,155,624 0.36% 949,087
Small FIFTHDELTA Ltd $71,467,805 0.35% 927,190
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC $70,893,019 0.35% 919,733
Large Man Group plc $67,480,765 0.33% 875,464
Large BNP PARIBAS ASSET MANAGEMENT Holding S.A. $66,820,034 0.33% 866,892
Mega BARCLAYS PLC $65,944,481 0.32% 855,533
Mega Vanguard Global Advisers, LLC $65,613,733 0.32% 851,242
Mega Sumitomo Mitsui Trust Group, Inc. $64,140,734 0.31% 832,132
Mega ROYAL BANK OF CANADA Bank $61,925,142 0.30% 803,388
Mega CITADEL ADVISORS LLC $60,594,745 0.30% 786,128
Large BROWN BROTHERS HARRIMAN & CO $59,978,645 0.29% 778,135
Large ExodusPoint Capital Management, LP $59,095,617 0.29% 766,679
Mega RHUMBLINE ADVISERS $58,702,894 0.29% 761,584
Mega HSBC HOLDINGS PLC $58,244,342 0.28% 755,635
Large DNB Asset Management AS $58,019,580 0.28% 752,719
Mega WELLS FARGO & COMPANY/MN $57,369,409 0.28% 744,284
Mega VICTORY CAPITAL MANAGEMENT INC $57,288,014 0.28% 743,228
Mid Gates Capital Management, Inc. $56,850,970 0.28% 737,558
Mid Clean Energy Transition LLP $54,599,463 0.27% 708,348
Mega California Public Employees Retirement System Pension $53,293,112 0.26% 691,400
Mega BNP PARIBAS ARBITRAGE, SA $53,214,798 0.26% 690,384
Large HRT FINANCIAL LP $52,557,845 0.26% 681,861
Mega VANGUARD ASSET MANAGEMENT, Ltd $51,565,132 0.25% 668,982
Mega NEUBERGER BERMAN GROUP LLC $50,499,578 0.25% 655,158
Mega National Pension Service Pension $50,317,901 0.25% 652,801
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $48,340,799 0.24% 627,151
Large GREAT LAKES ADVISORS, LLC $47,790,137 0.23% 620,007
Mega Fisher Asset Management, LLC $47,749,672 0.23% 619,482
Large MARSHALL WACE, LLP $46,859,937 0.23% 607,939
Large WORLDQUANT MILLENNIUM ADVISORS LLC $46,729,904 0.23% 606,252
Large CAPITAL FUND MANAGEMENT S.A. $45,687,705 0.22% 592,731
Small GFI Investment Counsel Ltd. $45,119,857 0.22% 585,364
Large HighTower Advisors, LLC $44,325,778 0.22% 575,062
Mega FIRST TRUST ADVISORS LP $44,186,032 0.22% 573,249
Large PFA Pension, Forsikringsaktieselskab Pension $42,994,915 0.21% 557,796
Mid ANCHOR CAPITAL ADVISORS LLC $42,796,357 0.21% 555,220
Large Allianz Asset Management GmbH $42,399,240 0.21% 550,068
Mid Sarasin & Partners LLP $42,107,493 0.21% 546,283
Large SEI INVESTMENTS CO $40,883,770 0.20% 530,407
Mega RAYMOND JAMES FINANCIAL INC $37,408,541 0.18% 485,321
Mega ENVESTNET ASSET MANAGEMENT INC $35,760,341 0.17% 463,938
Large KBC Group NV $34,921,787 0.17% 453,059
Large TEACHER RETIREMENT SYSTEM OF TEXAS Pension $34,559,049 0.17% 448,353
Mega PRINCIPAL FINANCIAL GROUP INC $33,693,209 0.16% 437,120
Large Tidal Investments LLC $33,284,454 0.16% 431,817
Large Mitsubishi UFJ Trust & Banking Corp $33,221,555 0.16% 431,001
Large Assenagon Asset Management S.A. $32,785,438 0.16% 425,343
Large STOREBRAND ASSET MANAGEMENT AS $32,528,684 0.16% 422,012
Large NATIONAL BANK OF CANADA /FI/ Bank $32,191,997 0.16% 417,644
Mid Railway Pension Investments Ltd Pension $31,602,800 0.15% 410,000

Report a Problem

Category
Description
Email (optional, for follow-up)