Otis Worldwide Corp (OTIS) Ownership

84.83 ↑0.97 (1.16%)

As of February 3, 2023, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Otis Worldwide Corp (OTIS), owning a total of 39.7 million shares. Combined, the top 22 institutional holders of OTIS own 50.44% of the company with a total of 210.1 million shares.

In the latest ownership report on September 30th 2022, the top 22 institutional holders increased their combined ownership of OTIS by 1 million shares. 6 institutions bought 8,956,772 total additional shares and increased their ownership by an average of 9.47%. However 14 institutions sold 7,947,344 total shares and decreased their ownership by an average of 7.26%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Otis Worldwide Corp increased by a net total of 1,009,428 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.529%	0.313%	39,694,622	123,746	2022-09-30
BlackRock Inc	8.407%	-2.124%	35,021,336	-760,135	2022-09-30
State Street Corporation	3.830%	-1.200%	15,956,282	-193,760	2022-09-30
Morgan Stanley - Brokerage Accounts	3.008%	-3.413%	12,528,705	-442,721	2022-09-30
Fiera Capital Corporation	2.363%	-5.184%	9,844,380	-538,228	2022-09-30
Geode Capital Management, LLC	2.335%	1.531%	9,726,352	146,700	2022-09-30
AllianceBernstein L.P.	2.313%	-2.024%	9,637,299	-199,117	2022-09-30
Massachusetts Financial Services Company	2.096%	-13.757%	8,732,674	-1,393,001	2022-09-30
Fundsmith LLP	1.509%	0.000%	6,285,878	6,285,878	2022-09-30
Capital Research Global Investors	1.477%	-3.658%	6,152,879	-233,637	2022-09-30
Boston Partners Global Investors, Inc	1.476%	44.273%	6,150,062	1,887,275	2022-09-30
Wellington Management Company LLP	1.268%	8.915%	5,280,837	432,248	2022-09-30
Dodge & Cox	1.262%	-1.663%	5,256,622	-88,900	2022-09-30
Amvescap Plc.	1.235%	-10.220%	5,144,578	-585,637	2022-09-30
BLS Capital Fondsmæglerselskab A/S	1.159%	-23.033%	4,827,950	-1,444,765	2022-09-30
Northern Trust Corp	1.119%	-1.622%	4,662,665	-76,861	2022-09-30
Bank of America Corp	1.100%	1.799%	4,580,399	80,925	2022-09-30
JPMorgan Chase & Co	1.098%	-27.186%	4,574,986	-1,708,085	2022-09-30
FMR Inc	1.002%	-4.878%	4,172,573	-213,980	2022-09-30
Bank of New York Mellon Corp	0.987%	-1.640%	4,110,444	-68,517	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.529%	0.313%	39,694,622	123,746	2022-09-30
BlackRock Inc	8.407%	-2.124%	35,021,336	-760,135	2022-09-30
State Street Corporation	3.830%	-1.200%	15,956,282	-193,760	2022-09-30
Morgan Stanley - Brokerage Accounts	3.008%	-3.413%	12,528,705	-442,721	2022-09-30
Fiera Capital Corporation	2.363%	-5.184%	9,844,380	-538,228	2022-09-30
Geode Capital Management, LLC	2.335%	1.531%	9,726,352	146,700	2022-09-30
AllianceBernstein L.P.	2.313%	-2.024%	9,637,299	-199,117	2022-09-30
Massachusetts Financial Services Company	2.096%	-13.757%	8,732,674	-1,393,001	2022-09-30
Fundsmith LLP	1.509%	0.000%	6,285,878	6,285,878	2022-09-30
Capital Research Global Investors	1.477%	-3.658%	6,152,879	-233,637	2022-09-30
Boston Partners Global Investors, Inc	1.476%	44.273%	6,150,062	1,887,275	2022-09-30
Wellington Management Company LLP	1.268%	8.915%	5,280,837	432,248	2022-09-30
Dodge & Cox	1.262%	-1.663%	5,256,622	-88,900	2022-09-30
Amvescap Plc.	1.235%	-10.220%	5,144,578	-585,637	2022-09-30
BLS Capital Fondsmæglerselskab A/S	1.159%	-23.033%	4,827,950	-1,444,765	2022-09-30
Northern Trust Corp	1.119%	-1.622%	4,662,665	-76,861	2022-09-30
Bank of America Corp	1.100%	1.799%	4,580,399	80,925	2022-09-30
JPMorgan Chase & Co	1.098%	-27.186%	4,574,986	-1,708,085	2022-09-30
FMR Inc	1.002%	-4.878%	4,172,573	-213,980	2022-09-30
Bank of New York Mellon Corp	0.987%	-1.640%	4,110,444	-68,517	2022-09-30
Lazard Asset Management LLC	0.956%	2.222%	3,983,133	86,572	2022-06-30
T. Rowe Price Associates, Inc.	0.912%	-4.135%	3,798,975	-163,878	2022-06-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Otis Worldwide Corp (OTIS), owning a total of 12.7 million shares. Combined, the top 22 mutual fund holders of OTIS own 24.64% of the company with a total of 102.6 million shares.

In the latest ownership report on December 31st 2022, the top 22 fund holders increased their combined ownership of OTIS by 1.2 million shares. 4 funds bought 1,349,364 total additional shares and increased their ownership by an average of 19.07%. However 4 funds sold 198,953 total shares and decreased their ownership by an average of 1.42%.

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 1,150,411 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.042%	0.076%	12,671,166	9,656	2022-12-31
Vanguard 500 Index Investor	2.312%	0.006%	9,629,644	526	2022-12-31
Vanguard Mid Cap Index Institutional	1.163%	-1.477%	4,843,437	-72,615	2022-12-31
SPDR® S&P 500 ETF Trust	1.108%	-0.572%	4,615,185	-26,536	2022-12-31
Dodge & Cox Stock I	0.970%	0.000%	4,040,950	0	2022-12-31
Vanguard Value Index Inv	0.865%	0.052%	3,602,697	1,860	2022-12-31
Parnassus Mid-Cap	0.797%	0.000%	3,319,482	0	2022-12-31
American Funds Growth Fund of Amer A	0.743%	76.144%	3,093,631	1,337,322	2022-12-31
American Funds Invmt Co of Amer A	0.734%	0.000%	3,056,170	0	2022-12-31
Vanguard Institutional Index I	0.699%	-2.233%	2,910,077	-66,473	2022-12-31
MFS Value A	0.565%	-1.397%	2,352,760	-33,329	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.042%	0.076%	12,671,166	9,656	2022-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.009%	0.590%	12,536,340	73,507	2022-09-30
Vanguard 500 Index Investor	2.312%	0.006%	9,629,644	526	2022-12-31
Fundsmith Equity I Acc	1.368%	0.000%	5,700,311	5,700,311	2022-09-30
Vanguard Mid Cap Index Institutional	1.163%	-1.477%	4,843,437	-72,615	2022-12-31
SPDR® S&P 500 ETF Trust	1.108%	-0.572%	4,615,185	-26,536	2022-12-31
Fidelity® 500 Index	1.094%	-0.073%	4,556,861	-3,308	2022-11-30
MS INVF Global Brands A USD	1.024%	-1.396%	4,266,331	-60,418	2022-09-30
Morgan Stanley Glbl Franchise	1.024%	-0.398%	4,266,331	-17,038	2022-09-30
Dodge & Cox Stock I	0.970%	0.000%	4,040,950	0	2022-12-31
iShares Core S&P 500 ETF	0.898%	-0.020%	3,741,027	-744	2022-12-30
Vanguard Value Index Inv	0.865%	0.052%	3,602,697	1,860	2022-12-31
Parnassus Mid-Cap	0.797%	0.000%	3,319,482	0	2022-12-31
Hartford Dividend and Growth Y	0.786%	-1.049%	3,273,681	-34,700	2022-11-30
American Funds Growth Fund of Amer A	0.743%	76.144%	3,093,631	1,337,322	2022-12-31
Capital Group Investment Co of Amer Comp	0.734%	0.000%	3,056,170	0	2022-09-30
American Funds Invmt Co of Amer A	0.734%	0.000%	3,056,170	0	2022-12-31
Vanguard Institutional Index I	0.699%	-2.233%	2,910,077	-66,473	2022-12-31
MFS Large Cap Value Equity	0.581%	-1.328%	2,420,734	-32,576	2022-09-30
20UGS Fiera Global Equity A USD acc	0.569%	0.000%	2,368,588	0	2022-11-30
MFS Value A	0.565%	-1.397%	2,352,760	-33,329	2022-12-31
CIBC Disciplined Equity	0.558%	6.391%	2,325,240	139,678	2022-09-30