Otis Worldwide Corp (OTIS) Ownership

99.27 ↓0.59 (-0.59%)
As of March 28, 2024, 3:59pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Otis Worldwide Corp (OTIS), owning a total of 45.8 million shares. Combined, the top 27 institutional holders of OTIS own 70.47% of the company with a total of 286.8 million shares.

In the latest ownership report on December 31st 2023, the top 27 institutional holders increased their combined ownership of OTIS by 9.8 million shares. 8 institutions bought 13,098,267 total additional shares and increased their ownership by an average of 26.86%. However 12 institutions sold 3,286,387 total shares and decreased their ownership by an average of 3.48%.

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 9,811,880 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc11.289%14.837%45,773,3585,913,9332023-12-31
BlackRock Inc8.630%-2.062%34,991,332-736,5122023-12-31
AllianceBernstein L.P.4.739%7.366%19,212,6981,318,0952023-12-31
State Street Corporation3.859%-0.156%15,644,435-24,3982023-12-31
Morgan Stanley - Brokerage Accounts3.142%-1.358%12,737,362-175,2922023-12-31
Geode Capital Management, LLC2.582%0.986%10,468,126102,1942023-12-31
Capital Research Global Investors2.173%-6.273%8,811,307-589,6882023-12-31
JPMorgan Chase & Co2.000%7.525%8,107,871567,4492023-12-31
Fiera Capital Corporation1.864%-6.447%7,558,623-520,8982023-12-31
Massachusetts Financial Services Company1.846%-2.985%7,486,331-230,3112023-12-31
NORGES BANK1.734%48.756%7,028,6722,303,6982023-12-31
Fundsmith LLP1.589%-0.136%6,442,153-8,7602023-12-31
BLS Capital Fondsmæglerselskab A/S1.361%0.038%5,519,7202,0792023-12-31
Dodge & Cox1.240%-1.530%5,026,497-78,1002023-12-31
Northern Trust Corp1.136%-1.218%4,605,064-56,7852023-12-31
Goldman Sachs Group Inc1.099%122.714%4,453,8622,454,0472023-12-31
Grantham, Mayo, Van Otterloo & Co., LLC0.958%12.666%3,885,044436,7722023-12-31
Bank of New York Mellon Corp0.916%-1.551%3,712,923-58,4852023-12-31
Amvescap Plc.0.909%-17.786%3,686,093-797,4392023-12-31
Bank of America Corp0.895%-0.267%3,630,367-9,7192023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc11.289%14.837%45,773,3585,913,9332023-12-31
OFI Invest Asset Management10.162%0.000%41,840,03441,840,0342023-03-31
BlackRock Inc8.630%-2.062%34,991,332-736,5122023-12-31
AllianceBernstein L.P.4.739%7.366%19,212,6981,318,0952023-12-31
State Street Corporation3.859%-0.156%15,644,435-24,3982023-12-31
Morgan Stanley - Brokerage Accounts3.142%-1.358%12,737,362-175,2922023-12-31
Geode Capital Management, LLC2.582%0.986%10,468,126102,1942023-12-31
Capital Research Global Investors2.173%-6.273%8,811,307-589,6882023-12-31
JPMorgan Chase & Co2.000%7.525%8,107,871567,4492023-12-31
Fiera Capital Corporation1.864%-6.447%7,558,623-520,8982023-12-31
Massachusetts Financial Services Company1.846%-2.985%7,486,331-230,3112023-12-31
NORGES BANK1.734%48.756%7,028,6722,303,6982023-12-31
Fundsmith LLP1.589%-0.136%6,442,153-8,7602023-12-31
Sarasin & Partners LLP1.536%109.983%6,323,9243,312,2842023-03-31
BLS Capital Fondsmæglerselskab A/S1.361%0.038%5,519,7202,0792023-12-31
Dodge & Cox1.240%-1.530%5,026,497-78,1002023-12-31
Boston Partners Global Investors, Inc1.134%-0.977%4,640,068-45,7912023-09-30
Northern Trust Corp1.136%-1.218%4,605,064-56,7852023-12-31
Goldman Sachs Group Inc1.099%122.714%4,453,8622,454,0472023-12-31
Lazard Asset Management LLC0.956%2.222%3,983,13386,5722022-06-30
Grantham, Mayo, Van Otterloo & Co., LLC0.958%12.666%3,885,044436,7722023-12-31
T. Rowe Price Associates, Inc.0.912%-4.135%3,798,975-163,8782022-06-30
Bank of New York Mellon Corp0.916%-1.551%3,712,923-58,4852023-12-31
FMR Inc0.907%-2.613%3,711,851-99,6092023-09-30
Wellington Management Company LLP0.905%-15.149%3,705,183-661,4972023-06-30
Amvescap Plc.0.909%-17.786%3,686,093-797,4392023-12-31
Bank of America Corp0.895%-0.267%3,630,367-9,7192023-12-31

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 29 mutual fund holders of OTIS own 34.11% of the company with a total of 138.9 million shares.

In the latest ownership report on February 29th 2024, the top 29 fund holders increased their combined ownership of OTIS by 23 thousand shares. 5 funds bought 167,764 total additional shares and increased their ownership by an average of 0.53%. However 4 funds sold 145,211 total shares and decreased their ownership by an average of 0.9%.

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 22,553 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.161%-0.190%12,816,107-24,3732024-02-29
Vanguard Institutional 500 Index Trust2.520%1.031%10,218,251104,3162024-02-29
Vanguard Mid Cap Index Institutional2.256%-0.265%9,145,082-24,3302024-02-29
SPDR® S&P 500 ETF Trust1.184%0.632%4,800,75230,1322024-02-29
iShares Core S&P 500 ETF1.050%0.305%4,257,83812,9322024-02-29
Vanguard Value Index Inv0.842%0.345%3,412,41011,7262024-02-29
Vanguard Mid-Cap Value ETF0.745%-2.780%3,021,974-86,4272024-02-29
Vanguard Institutional Index I0.665%-0.373%2,696,276-10,0812024-02-29
JPMorgan Equity Premium Income ETF0.662%0.324%2,685,3438,6582024-02-29

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 Total Stock Mkt Idx Inv3.161%-0.190%12,816,107-24,3732024-02-29
Vanguard Institutional 500 Index Trust2.520%1.031%10,218,251104,3162024-02-29
Vanguard 500 Index Investor2.417%0.555%9,950,63054,8872023-08-31
Vanguard Mid Cap Index Institutional2.256%-0.265%9,145,082-24,3302024-02-29
Fundsmith Equity I Acc1.411%1.302%5,774,54474,2332023-06-30
Fidelity 500 Index1.198%1.034%4,859,03849,7332024-01-31
SPDR® S&P 500 ETF Trust1.184%0.632%4,800,75230,1322024-02-29
Fidelity® 500 Index1.172%0.640%4,797,98530,5332023-11-30
iShares Core S&P 500 ETF1.050%0.305%4,257,83812,9322024-02-29
Morgan Stanley Glbl Franchise1.049%-2.750%4,252,557-120,2562023-12-31
MS INVF Global Brands A USD1.049%-0.699%4,252,557-29,9542023-12-31
Capital Group Growth Fnd of Amer Comp1.024%-6.040%4,152,628-266,9252023-12-31
American Funds Growth Fund of Amer A1.024%-6.040%4,152,628-266,9252023-12-31
Dodge & Cox Stock I1.006%0.000%4,077,15002023-12-31
AllianceBernstein US L/C Growth Eqty MF0.873%0.942%3,537,43433,0102024-01-31
Vanguard Value Index Inv0.842%0.345%3,412,41011,7262024-02-29
AB Large Cap Growth A0.813%0.000%3,296,53302024-01-31
Vanguard Mid-Cap Value ETF0.745%-2.780%3,021,974-86,4272024-02-29
Capital Group Investment Co of Amer Comp0.695%-7.648%2,817,315-233,3002023-12-31
American Funds Invmt Co of Amer A0.695%-7.648%2,817,315-233,3002023-12-31
Vanguard Institutional Index I0.665%-0.373%2,696,276-10,0812024-02-29
JPMorgan Equity Premium Income ETF0.662%0.324%2,685,3438,6582024-02-29
CIBC Disciplined Equity0.611%0.000%2,477,17402023-09-30
Hartford Dividend and Growth Y0.584%-10.753%2,389,669-287,9222023-11-30
20UGS Fiera Global Equity A USD acc0.571%0.000%2,368,58802022-11-30
MFS Value A0.565%-1.397%2,352,760-33,3292022-12-31
MFS Large Cap Value Equity0.565%-0.810%2,333,702-19,0582023-03-31
Parnassus Mid-Cap0.563%0.000%2,316,92702023-08-31

Discussions

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davieshelvy

$OTIS so tired of this pos let's fly already

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