OTIS Otis Worldwide Corporation

NYSE
$72.19

Otis Worldwide Corporation (OTIS) Institutional Ownership

What the institutions did with OTIS last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.

Managers reporting
1,325
filed a 13F this quarter
Managers holding
1,201
-11 on the quarter
Buyers
540
113 opened new
Sellers
578
124 sold out entirely
Buyer share
48.3%
of managers who traded it
Breadth
-3.4
net buyers, as a share of those trading

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Largest holders

Manager Shares % of reported
BlackRock, Inc. 31.6M 8.9%
VANGUARD CAPITAL MANAGEMENT LLC 25.1M 7.0%
VANGUARD PORTFOLIO MANAGEMENT LLC 20.0M 5.6%
STATE STREET CORP 16.7M 4.7%
GEODE CAPITAL MANAGEMENT, LLC 12.6M 3.5%
FRANKLIN RESOURCES INC 11.8M 3.3%
MORGAN STANLEY 11.0M 3.1%
FMR LLC 10.1M 2.8%
NORGES BANK 8.6M 2.4%
Clearbridge Investments, LLC 7.5M 2.1%
PRICE T ROWE ASSOCIATES INC /MD/ 6.1M 1.7%
Mitsubishi UFJ Asset Management Co., Ltd. 5.9M 1.7%
D. E. Shaw & Co., Inc. 5.4M 1.5%
Independent Franchise Partners LLP 5.2M 1.4%
AQR CAPITAL MANAGEMENT LLC 4.6M 1.3%
PineStone Asset Management Inc. 4.3M 1.2%
Fiera Capital Corp 4.1M 1.2%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 4.1M 1.1%
VAN ECK ASSOCIATES CORP 4.0M 1.1%
Invesco Ltd. 4.0M 1.1%
NORTHERN TRUST CORP 3.9M 1.1%
BLS CAPITAL FONDSMAEGLERSELSKAB A/S 3.9M 1.1%
WELLINGTON MANAGEMENT GROUP LLP 3.3M 0.9%
GOLDMAN SACHS GROUP INC 3.2M 0.9%
TWO SIGMA INVESTMENTS, LP 3.1M 0.9%

Largest changes

Manager Action Previous Current Change
Clearbridge Investments, LLC Increased 2.7M 7.5M +4.8M
Independent Franchise Partners LLP Increased 1.0M 5.2M +4.1M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Reduced 7.6M 4.1M -3.5M
AQR CAPITAL MANAGEMENT LLC Increased 1.5M 4.6M +3.1M
PRICE T ROWE ASSOCIATES INC /MD/ Reduced 8.8M 6.1M -2.7M
Fundsmith LLP Sold Out 2.7M 0 -2.7M
ALLIANCEBERNSTEIN L.P. Reduced 3.8M 1.3M -2.5M
FMR LLC Increased 8.0M 10.1M +2.1M
MORGAN STANLEY Reduced 13.0M 11.0M -2.0M
D. E. Shaw & Co., Inc. Increased 3.5M 5.4M +2.0M
CIBC Bancorp USA Inc. Reduced 2.9M 1.2M -1.7M
Clean Energy Transition LLP Increased 708.3K 2.3M +1.6M
Pacer Advisors, Inc. Increased 19.9K 1.4M +1.3M
JACOBS LEVY EQUITY MANAGEMENT, INC Sold Out 1.3M 0 -1.3M
TWO SIGMA INVESTMENTS, LP Increased 1.9M 3.1M +1.2M
CITADEL ADVISORS LLC Increased 786.1K 2.0M +1.2M
LONDON CO OF VIRGINIA Sold Out 1.1M 0 -1.1M
FUNDSMITH INVESTMENT SERVICES LTD. Sold Out 966.8K 0 -966.8K
ROYAL BANK OF CANADA Increased 803.4K 1.7M +889.1K
CI INVESTMENTS INC. New 0 844.9K +844.9K
JPMORGAN CHASE & CO Reduced 3.8M 3.0M -734.1K
Fiera Capital Corp Reduced 4.9M 4.1M -728.2K
WORLDQUANT MILLENNIUM ADVISORS LLC Increased 606.3K 1.3M +705.1K
UBS Group AG Increased 1.2M 1.9M +667.4K
MARSHALL WACE, LLP Sold Out 607.9K 0 -607.9K

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.