OTIS WORLDWIDE CORP OTIS
$73.14
+3.5% 52w: $69.34 – $99.06
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data69.3484.2099.06
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.2K
-73 QoQ
13F value
$26.61B
-14.3% QoQ
Smart-money holders
83
signal tier ≥ 2
New smart buyers
4
Q1 2026
Options barometer
0.7×
$49.5M calls / $71.6M puts
Institutional value by quarter
Number of holders
Who owns OTIS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 32.2M | $2.48B | 0.0% | -4.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 25.3M | $1.95B | 0.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 19.7M | $1.52B | 0.1% | — |
| STATE STREET CORP | Index provider | 16.2M | $1.25B | 0.0% | +0.5% |
| MORGAN STANLEY | Bank broker | 13.0M | $998.9M | 0.1% | +2.2% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 12.5M | $964.0M | 0.1% | +15.4% |
| FRANKLIN RESOURCES INC | Long only active | 11.5M | $888.0M | 0.2% | +46.9% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 8.8M | $681.3M | 0.1% | +1393.0% |
| FMR LLC | Long only active | 8.0M | $615.0M | 0.0% | +197.2% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Other | 7.6M | $597.7M | 0.2% | +11.1% |
| Mitsubishi UFJ Asset Management Co., Ltd. | Diversified mechanical | 5.9M | $454.2M | 0.3% | +25.8% |
| Fiera Capital Corp | Other | 4.9M | $375.1M | 1.3% | -3.1% |
| PineStone Asset Management Inc. ★3 | Fundamental concentrated | 4.5M | $346.4M | 2.4% | -4.0% |
| BLS CAPITAL FONDSMAEGLERSELSKAB A/S ★3 | Fundamental concentrated | 4.4M | $338.2M | 11.5% | -6.2% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 3.8M | $334.2M | 0.1% | -74.8% |
| NORTHERN TRUST CORP | Index provider | 4.1M | $312.8M | 0.0% | -0.9% |
| Invesco Ltd. | Index provider | 4.0M | $306.0M | 0.0% | +1.7% |
| VAN ECK ASSOCIATES CORP | Diversified mechanical | 4.0M | $305.9M | 0.2% | -0.9% |
| JPMORGAN CHASE & CO | Bank broker | 3.8M | $286.6M | 0.0% | -37.8% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 3.5M | $271.4M | 0.1% | -2.5% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 3.5M | $266.3M | 0.2% | +13.1% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 3.3M | $255.2M | 0.1% | +10.6% |
| CANADA PENSION PLAN INVESTMENT BOARD | Pension sovereign | 3.3M | $251.3M | 0.2% | +444.3% |
| GOLDMAN SACHS GROUP INC | Bank broker | 3.0M | $227.5M | 0.0% | +29.0% |
| Capital Research Global Investors | Long only active | 2.9M | $221.4M | 0.0% | +1.0% |
| CIBC Bancorp USA Inc. | Diversified mechanical | 2.9M | $220.8M | 0.3% | — |
| Bank of New York Mellon Corp | Diversified mechanical | 2.8M | $219.6M | 0.0% | +4.1% |
| Fundsmith LLP ★3 | Value conviction | 2.7M | $210.6M | 1.6% | -12.2% |
| Legal & General Group Plc | Diversified mechanical | 2.7M | $209.2M | 0.0% | -0.7% |
| Clearbridge Investments, LLC | Other | 2.7M | $207.4M | 0.2% | +141.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.6M | $203.5M | 0.0% | -14.3% |
| Canoe Financial LP ★2 | Fundamental diversified | 2.5M | $188.9M | 2.6% | -12.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 2.4M | $188.7M | 0.0% | +3.2% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Diversified mechanical | 2.4M | $186.5M | 0.2% | +7.2% |
| Guinness Asset Management LTD ★2 | Fundamental diversified | 2.3M | $180.8M | 3.1% | +10.7% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 2.2M | $168.7M | 0.0% | — |
| PRIMECAP MANAGEMENT CO/CA/ ★2 | Long only active | 2.1M | $161.3M | 0.1% | 0.0% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 2.0M | $151.8M | 0.0% | +4.4% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 1.9M | $149.3M | 0.1% | +237.4% |
| Amundi | Diversified mechanical | 1.9M | $145.4M | 0.0% | -6.5% |
| USS Investment Management Ltd | Other | 1.8M | $136.2M | 0.5% | +3.8% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 1.7M | $130.4M | 0.2% | +30.4% |
| BANK OF MONTREAL /CAN/ | Bank broker | 1.5M | $119.2M | 0.0% | +44.0% |
| DEUTSCHE BANK AG\ | Bank broker | 1.5M | $117.2M | 0.0% | -17.4% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 1.5M | $115.8M | 0.1% | -33.7% |
| Russell Investments Group, Ltd. | Diversified mechanical | 1.4M | $110.5M | 0.1% | +1.6% |
| Pictet Asset Management Holding SA | Diversified mechanical | 1.4M | $106.7M | 0.1% | +46.9% |
| Squarepoint Ops LLC | Quant stat arb | 1.4M | $106.5M | 0.2% | -35.8% |
| Lazard Freres Gestion S.A.S. ★2 | Fundamental diversified | 1.3M | $103.4M | 2.0% | +2.4% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Other | 1.3M | $103.1M | 0.4% | +6.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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