Otis Worldwide Corp (OTIS) Ownership

84.83 ↑0.97 (1.16%)
As of February 3, 2023, 3:59pm EST.

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

Your browser does not support this chart.

Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.529%0.313%39,694,622123,7462022-09-30
BlackRock Inc8.407%-2.124%35,021,336-760,1352022-09-30
State Street Corporation3.830%-1.200%15,956,282-193,7602022-09-30
Morgan Stanley - Brokerage Accounts3.008%-3.413%12,528,705-442,7212022-09-30
Fiera Capital Corporation2.363%-5.184%9,844,380-538,2282022-09-30
Geode Capital Management, LLC2.335%1.531%9,726,352146,7002022-09-30
AllianceBernstein L.P.2.313%-2.024%9,637,299-199,1172022-09-30
Massachusetts Financial Services Company2.096%-13.757%8,732,674-1,393,0012022-09-30
Fundsmith LLP1.509%0.000%6,285,8786,285,8782022-09-30
Capital Research Global Investors1.477%-3.658%6,152,879-233,6372022-09-30
Boston Partners Global Investors, Inc1.476%44.273%6,150,0621,887,2752022-09-30
Wellington Management Company LLP1.268%8.915%5,280,837432,2482022-09-30
Dodge & Cox1.262%-1.663%5,256,622-88,9002022-09-30
Amvescap Plc.1.235%-10.220%5,144,578-585,6372022-09-30
BLS Capital Fondsmæglerselskab A/S1.159%-23.033%4,827,950-1,444,7652022-09-30
Northern Trust Corp1.119%-1.622%4,662,665-76,8612022-09-30
Bank of America Corp1.100%1.799%4,580,39980,9252022-09-30
JPMorgan Chase & Co1.098%-27.186%4,574,986-1,708,0852022-09-30
FMR Inc1.002%-4.878%4,172,573-213,9802022-09-30
Bank of New York Mellon Corp0.987%-1.640%4,110,444-68,5172022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.529%0.313%39,694,622123,7462022-09-30
BlackRock Inc8.407%-2.124%35,021,336-760,1352022-09-30
State Street Corporation3.830%-1.200%15,956,282-193,7602022-09-30
Morgan Stanley - Brokerage Accounts3.008%-3.413%12,528,705-442,7212022-09-30
Fiera Capital Corporation2.363%-5.184%9,844,380-538,2282022-09-30
Geode Capital Management, LLC2.335%1.531%9,726,352146,7002022-09-30
AllianceBernstein L.P.2.313%-2.024%9,637,299-199,1172022-09-30
Massachusetts Financial Services Company2.096%-13.757%8,732,674-1,393,0012022-09-30
Fundsmith LLP1.509%0.000%6,285,8786,285,8782022-09-30
Capital Research Global Investors1.477%-3.658%6,152,879-233,6372022-09-30
Boston Partners Global Investors, Inc1.476%44.273%6,150,0621,887,2752022-09-30
Wellington Management Company LLP1.268%8.915%5,280,837432,2482022-09-30
Dodge & Cox1.262%-1.663%5,256,622-88,9002022-09-30
Amvescap Plc.1.235%-10.220%5,144,578-585,6372022-09-30
BLS Capital Fondsmæglerselskab A/S1.159%-23.033%4,827,950-1,444,7652022-09-30
Northern Trust Corp1.119%-1.622%4,662,665-76,8612022-09-30
Bank of America Corp1.100%1.799%4,580,39980,9252022-09-30
JPMorgan Chase & Co1.098%-27.186%4,574,986-1,708,0852022-09-30
FMR Inc1.002%-4.878%4,172,573-213,9802022-09-30
Bank of New York Mellon Corp0.987%-1.640%4,110,444-68,5172022-09-30
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

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

Your browser does not support this chart.

Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.042%0.076%12,671,1669,6562022-12-31
Vanguard 500 Index Investor2.312%0.006%9,629,6445262022-12-31
Vanguard Mid Cap Index Institutional1.163%-1.477%4,843,437-72,6152022-12-31
SPDR® S&P 500 ETF Trust1.108%-0.572%4,615,185-26,5362022-12-31
Dodge & Cox Stock I0.970%0.000%4,040,95002022-12-31
Vanguard Value Index Inv0.865%0.052%3,602,6971,8602022-12-31
Parnassus Mid-Cap0.797%0.000%3,319,48202022-12-31
American Funds Growth Fund of Amer A0.743%76.144%3,093,6311,337,3222022-12-31
American Funds Invmt Co of Amer A0.734%0.000%3,056,17002022-12-31
Vanguard Institutional Index I0.699%-2.233%2,910,077-66,4732022-12-31
MFS Value A0.565%-1.397%2,352,760-33,3292022-12-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.042%0.076%12,671,1669,6562022-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr3.009%0.590%12,536,34073,5072022-09-30
Vanguard 500 Index Investor2.312%0.006%9,629,6445262022-12-31
Fundsmith Equity I Acc1.368%0.000%5,700,3115,700,3112022-09-30
Vanguard Mid Cap Index Institutional1.163%-1.477%4,843,437-72,6152022-12-31
SPDR® S&P 500 ETF Trust1.108%-0.572%4,615,185-26,5362022-12-31
Fidelity® 500 Index1.094%-0.073%4,556,861-3,3082022-11-30
MS INVF Global Brands A USD1.024%-1.396%4,266,331-60,4182022-09-30
Morgan Stanley Glbl Franchise1.024%-0.398%4,266,331-17,0382022-09-30
Dodge & Cox Stock I0.970%0.000%4,040,95002022-12-31
iShares Core S&P 500 ETF0.898%-0.020%3,741,027-7442022-12-30
Vanguard Value Index Inv0.865%0.052%3,602,6971,8602022-12-31
Parnassus Mid-Cap0.797%0.000%3,319,48202022-12-31
Hartford Dividend and Growth Y0.786%-1.049%3,273,681-34,7002022-11-30
American Funds Growth Fund of Amer A0.743%76.144%3,093,6311,337,3222022-12-31
Capital Group Investment Co of Amer Comp0.734%0.000%3,056,17002022-09-30
American Funds Invmt Co of Amer A0.734%0.000%3,056,17002022-12-31
Vanguard Institutional Index I0.699%-2.233%2,910,077-66,4732022-12-31
MFS Large Cap Value Equity0.581%-1.328%2,420,734-32,5762022-09-30
20UGS Fiera Global Equity A USD acc0.569%0.000%2,368,58802022-11-30
MFS Value A0.565%-1.397%2,352,760-33,3292022-12-31
CIBC Disciplined Equity0.558%6.391%2,325,240139,6782022-09-30

Discussions

Please log in or register to share your thoughts.