OTIS WORLDWIDE CORP (OTIS)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
1,148
Reporting holders
$24.8B
Reported value
90.8%
Of shares outstanding
0.3%
Held as options
-9
Holder change
Institutions report 345,466,860 shares against 380,669,339 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $2.3B | 31,620,354 | 0.03% | 8q | -1.9%-$43.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.8B | 25,061,198 | 0.04% | 2q | -0.8%-$13.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.4B | 19,956,721 | 0.06% | 2q | +1.3%+$18.2M |
| STATE STREET CORP | $1.2B | 16,664,994 | 0.04% | 25q | +2.9%+$33.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $906.4M | 12,589,525 | 0.05% | 25q | +1.1%+$9.9M |
| FRANKLIN RESOURCES INC | $843.7M | 11,784,188 | 0.18% | 25q | +2.3%+$18.8M |
| MORGAN STANLEY | $785.1M | 10,964,838 | 0.04% | 26q | -15.4%-$142.8M |
| FMR LLC | $723.8M | 10,109,592 | 0.03% | 25q | +26.7%+$152.5M |
| NORGES BANK | $615.9M | 8,602,119 | 0.06% | 23q | -2.4%-$15.4M |
| Clearbridge Investments, LLC | $534.2M | 7,461,546 | 0.44% | 25q | +177.3%+$341.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $423.7M | 5,918,140 | 0.23% | 25q | HELD |
| D. E. Shaw & Co., Inc. | $389.4M | 5,439,203 | 0.19% | 25q | +57.4%+$142.1M |
| Independent Franchise Partners LLP | $368.9M | 5,152,104 | 2.42% | 4q | +414.0%+$297.1M |
| AQR CAPITAL MANAGEMENT LLC | $331.2M | 4,625,150 | 0.12% | 25q | +204.7%+$222.5M |
| PineStone Asset Management Inc. | $307.2M | 4,290,454 | 1.90% | 15q | -4.5%-$14.6M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $303.9M | 4,103,431 | 0.10% | 26q | -46.0%-$259.0M |
| Fiera Capital Corp | $296.3M | 4,138,739 | 1.08% | 25q | -15.0%-$52.1M |
| VAN ECK ASSOCIATES CORP | $285.9M | 3,993,011 | 0.17% | 11q | +0.6%+$1.8M |
| Invesco Ltd. | $283.1M | 3,953,975 | 0.02% | 25q | HELD |
| NORTHERN TRUST CORP | $279.3M | 3,900,999 | 0.03% | 26q | -3.9%-$11.2M |
| BLS Capital Fondsmaeglerselskab A/S | $278.2M | 3,885,445 | 10.72% | 25q | -11.5%-$36.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $238.9M | 3,335,941 | 0.04% | 25q | -5.3%-$13.3M |
| GOLDMAN SACHS GROUP INC | $226.6M | 3,165,336 | 0.02% | 25q | +7.2%+$15.3M |
| TWO SIGMA INVESTMENTS, LP | $225.0M | 3,138,794 | 0.16% | 23q | +62.0%+$86.1M |
| CANADA PENSION PLAN INVESTMENT BOARD | $223.0M | 3,114,562 | 0.12% | 25q | -4.5%-$10.4M |
| JPMORGAN CHASE & CO | $220.3M | 3,021,264 | 0.01% | 25q | -19.5%-$53.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $219.9M | 3,071,357 | 0.04% | 25q | -7.2%-$17.1M |
| Canoe Financial LP | $218.0M | 3,044,476 | 2.70% | 10q | +24.2%+$42.5M |
| Capital Research Global Investors | $207.4M | 2,896,828 | 0.03% | 25q | +0.8%+$1.7M |
| Bank of New York Mellon Corp | $196.3M | 2,741,590 | 0.03% | 25q | -3.8%-$7.7M |
| BANK OF AMERICA CORP /DE/ | $189.2M | 2,642,922 | 0.01% | 25q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $177.6M | 2,480,957 | 0.02% | 25q | +1.3%+$2.3M |
| Sixth Street Partners Management Company, L.P. | $177.6M | 2,480,957 | 0.02% | new | NEW |
| Legal & General Group Plc | $177.5M | 2,479,254 | 0.04% | 25q | -8.6%-$16.8M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $176.7M | 2,468,392 | 0.13% | 26q | +1.0%+$1.8M |
| Clean Energy Transition LLP | $165.0M | 2,305,007 | 11.49% | 5q | +225.4%+$114.3M |
| Guinness Asset Management LTD | $157.6M | 2,202,384 | 2.67% | 25q | -6.1%-$10.3M |
| VANGUARD FIDUCIARY TRUST CO | $154.3M | 2,154,445 | 0.03% | 2q | -1.6%-$2.5M |
| CITADEL ADVISORS LLC | $149.5M | 1,953,085 | 0.02% | 25q | +148.4%+$89.3M |
| PRIMECAP MANAGEMENT CO/CA/ | $147.2M | 2,055,440 | 0.09% | 25q | -1.8%-$2.7M |
| DIMENSIONAL FUND ADVISORS LP | $140.6M | 1,963,270 | 0.03% | 25q | HELD |
| UBS Group AG | $136.8M | 1,908,190 | 0.02% | 25q | +53.8%+$47.8M |
| BANK OF MONTREAL /CAN/ | $136.5M | 1,906,445 | 0.04% | 25q | +23.3%+$25.8M |
| Amundi | $132.1M | 1,844,777 | 0.03% | 21q | -2.2%-$3.0M |
| USS Investment Management Ltd | $126.0M | 1,759,239 | 0.45% | 25q | HELD |
| DEUTSCHE BANK AG\ | $123.1M | 1,718,901 | 0.04% | 25q | +13.1%+$14.2M |
| ROYAL BANK OF CANADA | $121.2M | 1,692,479 | 0.02% | 25q | +110.7%+$63.7M |
| RENAISSANCE TECHNOLOGIES LLC | $113.4M | 1,584,200 | 0.16% | 5q | -6.3%-$7.7M |
| Man Group plc | $105.6M | 1,475,345 | 0.17% | 25q | +68.5%+$43.0M |
| ALLIANCEBERNSTEIN L.P. | $100.6M | 1,305,675 | 0.03% | 26q | -65.9%-$194.2M |
| Squarepoint Ops LLC | $94.1M | 1,314,313 | 0.10% | 25q | -4.8%-$4.8M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $93.9M | 1,311,319 | 0.32% | 3q | +116.3%+$50.5M |
| HSBC HOLDINGS PLC | $90.9M | 1,269,413 | 0.04% | 25q | +68.0%+$36.8M |
| CIBC Bancorp USA Inc. | $85.8M | 1,196,850 | 0.10% | 3q | -58.2%-$119.5M |
| Swiss National Bank | $78.5M | 1,096,343 | 0.04% | 25q | -4.1%-$3.4M |
| Russell Investments Group, Ltd. | $78.4M | 1,095,264 | 0.07% | 25q | -23.6%-$24.2M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $78.0M | 1,088,872 | 0.12% | 3q | -5.8%-$4.8M |
| ExodusPoint Capital Management, LP | $75.6M | 1,055,862 | 0.49% | 5q | +37.7%+$20.7M |
| Scharf Investments, LLC | $72.2M | 1,007,995 | 2.38% | 4q | -13.6%-$11.4M |
| FIFTHDELTA Ltd | $70.3M | 981,190 | 8.24% | 4q | +5.8%+$3.9M |
| Nuveen, LLC | $68.8M | 961,010 | 0.02% | 6q | -18.4%-$15.5M |
| Qube Research & Technologies Ltd | $68.2M | 951,989 | 0.06% | 5q | -12.4%-$9.7M |
| CITIGROUP INC | $66.3M | 926,254 | 0.02% | 26q | -2.4%-$1.6M |
| Vanguard Global Advisers, LLC | $65.2M | 910,424 | 0.03% | 2q | +7.0%+$4.2M |
| WELLS FARGO & COMPANY/MN | $63.1M | 880,714 | 0.01% | 25q | -40.8%-$43.5M |
| Gates Capital Management, Inc. | $62.1M | 867,273 | 1.49% | 26q | +17.6%+$9.3M |
| Pictet Asset Management Holding SA | $60.7M | 848,438 | 0.06% | 12q | -38.7%-$38.3M |
| CI INVESTMENTS INC. | $60.5M | 844,938 | 0.19% | new | NEW |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $59.5M | 831,638 | 0.06% | 25q | -4.1%-$2.5M |
| Sumitomo Mitsui Trust Group, Inc. | $59.1M | 826,066 | 0.03% | 25q | -0.7%-$434.3K |
| BNP PARIBAS FINANCIAL MARKETS | $54.9M | 766,832 | 0.02% | 7q | +11.1%+$5.5M |
| National Pension Service | $54.5M | 761,439 | 0.04% | 25q | +16.6%+$7.8M |
| GREAT LAKES ADVISORS, LLC | $54.4M | 759,953 | 0.41% | 8q | +22.6%+$10.0M |
| RAYMOND JAMES FINANCIAL INC | $54.2M | 757,154 | 0.01% | 7q | +56.0%+$19.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | $53.8M | 750,800 | 0.04% | 2q | +12.2%+$5.9M |
| VICTORY CAPITAL MANAGEMENT INC | $53.7M | 749,401 | 0.03% | 25q | +0.8%+$442.0K |
| DNB Asset Management AS | $53.5M | 746,976 | 0.15% | 25q | -0.8%-$411.2K |
| Allianz Asset Management GmbH | $52.6M | 710,444 | 0.05% | 25q | +29.2%+$11.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $52.5M | 733,014 | 0.02% | 6q | -39.8%-$34.7M |
| RHUMBLINE ADVISERS | $51.3M | 716,059 | 0.04% | 25q | -6.0%-$3.3M |
| BARCLAYS PLC | $51.0M | 575,468 | 0.01% | 18q | -32.7%-$24.8M |
| California Public Employees Retirement System | $49.5M | 691,556 | 0.03% | 25q | HELD |
| NEUBERGER BERMAN GROUP LLC | $48.3M | 673,159 | 0.03% | 25q | +2.7%+$1.3M |
| BROWN BROTHERS HARRIMAN & CO | $48.0M | 670,926 | 0.21% | 25q | -13.8%-$7.7M |
| ENVESTNET ASSET MANAGEMENT INC | $45.4M | 634,538 | 0.01% | 25q | +36.8%+$12.2M |
| Quantinno Capital Management LP | $45.4M | 633,649 | 0.05% | 12q | +155.4%+$27.6M |
| Fisher Asset Management, LLC | $42.0M | 587,018 | 0.01% | 25q | -5.2%-$2.3M |
| PRINCIPAL FINANCIAL GROUP INC | $41.7M | 582,859 | 0.02% | 25q | +33.3%+$10.4M |
| SEI INVESTMENTS CO | $41.1M | 574,680 | 0.04% | 25q | +8.3%+$3.2M |
| TUDOR INVESTMENT CORP ET AL | $39.9M | 540,436 | 0.06% | 8q | HELD |
| Corient Private Wealth LP | $39.5M | 551,565 | 0.03% | 15q | +263.3%+$28.6M |
| AMERIPRISE FINANCIAL INC | $39.3M | 549,082 | 0.01% | 25q | -47.8%-$36.1M |
| PRUDENTIAL FINANCIAL INC | $38.2M | 533,373 | 0.04% | 25q | +137.6%+$22.1M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $36.5M | 510,297 | 0.16% | 14q | -44.5%-$29.3M |
| FIRST TRUST ADVISORS LP | $33.6M | 468,973 | 0.02% | 25q | -18.2%-$7.5M |
| JANE STREET GROUP, LLC | $33.1M | 91,544 | 0.00% | 25q | -47.7%-$30.2M |
| GFI Investment Counsel Ltd. | $31.7M | 442,927 | 4.30% | 4q | -24.3%-$10.2M |
| HighTower Advisors, LLC | $30.2M | 421,311 | 0.03% | 25q | -26.7%-$11.0M |
| STOREBRAND ASSET MANAGEMENT AS | $29.5M | 411,823 | 0.07% | 3q | -2.4%-$729.5K |
| MILLENNIUM MANAGEMENT LLC | $29.5M | 411,556 | 0.01% | 25q | +364.8%+$23.1M |
Showing the largest 100 of 1,227 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,148 | $24.8B | 345,466,860 | 112 | 376 | 404 | 0.3% |
| Q1 2026 | 1,157 | $25.4B | 327,119,518 | 83 | 343 | 417 | 0.5% |
| Q4 2025 | 1,223 | $30.1B | 343,165,898 | 101 | 328 | 430 | 0.2% |
| Q3 2025 | 1,166 | $30.9B | 336,453,195 | 107 | 322 | 440 | 0.4% |
| Q2 2025 | 1,174 | $34.3B | 346,044,752 | 99 | 346 | 387 | 0.2% |
| Q1 2025 | 1,149 | $36.1B | 349,411,343 | 99 | 326 | 403 | 0.2% |
| Q4 2024 | 1,133 | $32.9B | 353,137,625 | 70 | 309 | 339 | 0.7% |
| Q3 2024 | 1,100 | $39.4B | 376,790,562 | 88 | 280 | 406 | 0.7% |
| Q2 2024 | 1,079 | $35.2B | 364,203,710 | 57 | 326 | 364 | 0.5% |
| Q1 2024 | 1,087 | $37.3B | 373,370,013 | 85 | 314 | 373 | 0.6% |
| Q4 2023 | 1,056 | $32.5B | 361,946,662 | 85 | 248 | 385 | 0.5% |
| Q3 2023 | 960 | $27.4B | 339,778,410 | 58 | 279 | 326 | 0.5% |
| Q2 2023 | 976 | $30.7B | 341,927,100 | 69 | 255 | 353 | 0.9% |
| Q1 2023 | 937 | $29.3B | 346,093,460 | 73 | 255 | 322 | 1.5% |
| Q4 2022 | 861 | $24.8B | 310,959,918 | 106 | 201 | 299 | 2.1% |
| Q3 2022 | 1,038 | $23.2B | 355,811,612 | 54 | 250 | 414 | 2.3% |
| Q2 2022 | 1,085 | $25.6B | 352,959,589 | 54 | 323 | 417 | 2.5% |
| Q1 2022 | 1,135 | $27.1B | 350,945,958 | 62 | 302 | 479 | 0.3% |
| Q4 2021 | 1,195 | $30.9B | 352,957,843 | 84 | 314 | 434 | 0.6% |
| Q3 2021 | 1,137 | $29.4B | 353,951,131 | 75 | 336 | 411 | 0.8% |
| Q2 2021 | 1,141 | $29.2B | 355,485,616 | 104 | 297 | 440 | 0.5% |
| Q1 2021 | 1,126 | $25.5B | 371,520,817 | 76 | 306 | 492 | 0.2% |
| Q4 2020 | 1,158 | $25.4B | 375,128,970 | 81 | 260 | 505 | 0.2% |
| Q3 2020 | 1,107 | $23.1B | 369,535,546 | 95 | 237 | 545 | 0.2% |
| Q2 2020 | 1,127 | $21.1B | 369,918,948 | 1,102 | 14 | 7 | 0.4% |
| Q1 2020 | 33 | $182.0M | 3,528,839 | 30 | 0 | 0 | 3.2% |
| Q4 2019 | 1 | $611.0K | 7,471 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $611.0K | 7,471 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $611.0K | 7,471 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $611.0K | 7,471 | 1 | 0 | 0 | 0.0% |