Otis Worldwide Corp (OTIS) Ownership

86.45 ↓0.46 (-0.53%)
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 48.6 million shares. Combined, the top 34 institutional holders of OTIS own 84.09% of the company with a total of 333.5 million shares.

In the latest ownership report on June 30th 2025, the top 34 institutional holders decreased their combined ownership of OTIS by 12.3 million shares. 11 institutions bought 5,793,601 total additional shares and increased their ownership by an average of 4.93%. However 9 institutions sold 18,046,519 total shares and decreased their ownership by an average of 9.61%.

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 -12,252,918 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc12.380%4.275%48,587,1531,991,8602025-06-30
BlackRock Inc8.293%2.425%32,547,626770,6582025-06-30
JPMorgan Chase & Co5.635%-41.681%22,114,586-15,805,4392025-06-30
AllianceBernstein L.P.4.938%3.216%19,378,760603,8602025-06-30
State Street Corp4.087%0.163%16,039,58326,1362025-06-30
Morgan Stanley - Brokerage Accounts3.434%4.529%13,477,240583,8752025-06-30
Geode Capital Management, LLC2.719%1.228%10,673,127129,4582025-06-30
NORGES BANK1.857%3.850%7,287,555270,1352025-06-30
Franklin Resources Inc1.808%-8.959%7,097,379-698,4202025-06-30
Massachusetts Financial Services Company1.761%-3.600%6,910,275-258,0582025-06-30
Fundsmith LLP1.483%-0.811%5,819,151-47,5862025-06-30
Fiera Capital Corporation1.360%-1.025%5,339,028-55,2712025-06-30
StonePine Asset Management Inc.1.182%13.282%4,639,065543,9332025-06-30
Mitsubishi UFJ Asset Management Co.,Ltd1.180%11.944%4,632,335494,2592025-06-30
Amvescap Plc.1.154%6.857%4,529,221290,6212025-06-30
Northern Trust Corp1.119%-4.186%4,392,912-191,9352025-06-30
BLS Capital Fondsmæglerselskab A/S0.933%-6.524%3,663,016-255,6642025-06-30
UBS Asset Mgmt Americas Inc0.925%2.506%3,631,93488,8062025-06-30
Sarasin & Partners LLP0.913%-1.669%3,581,396-60,8042025-06-30
Wellington Management Company LLP0.780%-18.031%3,061,001-673,3422025-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc12.380%4.275%48,587,1531,991,8602025-06-30
OFI Invest Asset Management10.162%0.000%41,840,03441,840,0342023-03-31
BlackRock Inc8.293%2.425%32,547,626770,6582025-06-30
JPMorgan Chase & Co5.635%-41.681%22,114,586-15,805,4392025-06-30
AllianceBernstein L.P.4.938%3.216%19,378,760603,8602025-06-30
State Street Corp4.087%0.163%16,039,58326,1362025-06-30
State Street Corporation3.928%0.576%15,734,53290,0972024-03-31
Morgan Stanley - Brokerage Accounts3.434%4.529%13,477,240583,8752025-06-30
Geode Capital Management, LLC2.719%1.228%10,673,127129,4582025-06-30
NORGES BANK1.857%3.850%7,287,555270,1352025-06-30
Franklin Resources Inc1.808%-8.959%7,097,379-698,4202025-06-30
Massachusetts Financial Services Company1.761%-3.600%6,910,275-258,0582025-06-30
Fundsmith LLP1.483%-0.811%5,819,151-47,5862025-06-30
Grantham, Mayo, Van Otterloo & Co., LLC1.391%5.849%5,460,836301,7312025-03-31
Fiera Capital Corporation1.360%-1.025%5,339,028-55,2712025-06-30
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
StonePine Asset Management Inc.1.182%13.282%4,639,065543,9332025-06-30
Mitsubishi UFJ Asset Management Co.,Ltd1.180%11.944%4,632,335494,2592025-06-30
Amvescap Plc.1.154%6.857%4,529,221290,6212025-06-30
Goldman Sachs Group Inc1.102%122.714%4,453,8622,454,0472023-12-31
Northern Trust Corp1.119%-4.186%4,392,912-191,9352025-06-30
Lazard Asset Management LLC0.956%2.222%3,983,13386,5722022-06-30
T. Rowe Price Associates, Inc.0.912%-4.135%3,798,975-163,8782022-06-30
Bank of America Corp0.929%6.119%3,685,312212,5112024-09-30
BLS Capital Fondsmæglerselskab A/S0.933%-6.524%3,663,016-255,6642025-06-30
UBS Asset Mgmt Americas Inc0.925%2.506%3,631,93488,8062025-06-30
FMR Inc0.918%-0.584%3,601,401-21,1502025-03-31
Legal & General Group PLC0.908%-1.682%3,598,820-61,5812024-09-30
Sarasin & Partners LLP0.913%-1.669%3,581,396-60,8042025-06-30
Bank of New York Mellon Corp0.884%-3.749%3,573,711-139,2122024-03-31
Capital Research Global Investors0.879%-60.033%3,521,581-5,289,7262024-03-31
Atlantic Trust Group, LLC0.800%-2.590%3,202,777-85,1622024-03-31
Wellington Management Company LLP0.780%-18.031%3,061,001-673,3422025-06-30

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 49 mutual fund holders of OTIS own 52.81% of the company with a total of 209.7 million shares.

In the latest ownership report on August 31st 2025, the top 49 fund holders increased their combined ownership of OTIS by 55 thousand shares. 1 funds bought 58,696 total additional shares and increased their ownership by an average of 1.25%. However 1 funds sold 3,206 total shares and decreased their ownership by an average of 0.15%.

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 55,490 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
SPDR® S&P 500® ETF1.213%1.248%4,762,05158,6962025-08-31
iShares Core S&P 500 ETF1.210%0.000%4,749,29902025-08-31
State St S&P 500® Indx SL Cl III0.537%-0.152%2,106,723-3,2062025-08-31

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 US Total Market Shares ETF3.201%-1.097%12,665,236-140,4272024-09-30
Vanguard Total Stock Mkt Idx Inv3.161%-2.250%12,404,964-285,4942025-07-31
Vanguard Institutional 500 Index Trust2.874%0.696%11,277,61377,9662025-05-31
Vanguard 500 Index Investor2.489%-12.776%9,767,792-1,430,7322025-07-31
Vanguard Mid Cap Index Institutional2.243%1.088%8,804,19594,7552025-07-31
Fundsmith Equity I Acc1.439%0.000%5,646,70602025-03-31
R233 Fundsmith Equity (GBP)1.427%0.000%5,646,70602024-12-31
AllianceBernstein US L/C Growth Eqty MF1.360%0.000%5,336,75702025-07-31
Fidelity 500 Index1.275%0.043%5,002,9312,1492025-07-31
SPDR® S&P 500 ETF1.247%-2.228%4,932,176-112,3782025-03-31
SPDR® S&P 500 ETF Trust1.205%0.697%4,872,24033,7402024-05-30
SPDR® S&P 500® ETF Trust1.211%-0.521%4,801,463-25,1642025-03-31
Fidelity® 500 Index1.172%0.640%4,797,98530,5332023-11-30
SPDR® S&P 500® ETF1.213%1.248%4,762,05158,6962025-08-31
iShares Core S&P 500 ETF1.210%0.000%4,749,29902025-08-31
MS INVF Global Brands A1.108%10.870%4,346,748426,1832025-06-30
Morgan Stanley Glbl Franchise1.108%10.370%4,346,748408,3972025-06-30
American Funds Growth Fund of Amer A1.024%-6.040%4,152,628-266,9252023-12-31
Capital Group Growth Fnd of Amer Comp1.027%-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
Vanguard Value Index Inv0.891%-0.141%3,497,998-4,9252025-07-31
Putnam Large Cap Value A0.879%0.000%3,448,90402025-07-31
Putnam US Large Cap Value Equity0.879%0.000%3,448,90402025-06-30
AB Large Cap Growth A0.762%-9.993%2,988,918-331,8402025-07-31
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
JPM Global Select Equity A (acc) USD0.658%1.247%2,597,05231,9842025-03-31
JPM Global Select - Composite0.658%2.970%2,597,05274,8962025-03-31
JPMorgan Equity Premium Income ETF0.659%-0.059%2,584,774-1,5132025-08-29
Vanguard Mid-Cap Value ETF0.633%-0.060%2,483,530-1,4992025-07-31
CIBC Disciplined Equity0.611%0.000%2,477,17402023-09-30
Vanguard Institutional Index I0.608%-1.076%2,386,802-25,9522025-07-31
20UGS Fiera Global Equity A USD acc0.571%0.000%2,368,58802022-11-30
Hartford Dividend and Growth Y0.599%7.536%2,349,804164,6722025-07-31
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
JPM Global Focus - Composite0.536%7.868%2,116,446154,3762025-03-31
State St S&P 500® Indx SL Cl III0.537%-0.152%2,106,723-3,2062025-08-31
Touchstone Mid Cap Y0.524%-0.678%2,093,577-14,2802024-12-31
VanEck Morningstar Wide Moat ETF0.519%-0.030%2,079,075-6242024-09-28
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
Vanguard PRIMECAP Inv0.519%34.202%2,036,200518,9402025-06-30
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
20UGS Pinestone Global Equity A USD acc0.504%0.000%1,978,01202025-05-31

Discussions

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millimaker8/12/25 08:20pm

$OTIS whats the target for Friday close?

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delaina6/30/25 12:51pm

$OTIS breaking out of this wedge sooner than later

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145zip6/2/25 10:51am

$OTIS Sleep well my bulls
sleep well

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