OTIS Otis Worldwide Corporation

NYSE
$68.52

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 compared
1,330
filed both this quarter and last
Managers holding
1,206
-11 on the quarter
Buyers
542
113 opened new
Sellers
580
124 sold out entirely
Buyer share
48.3%
of managers who traded it
Breadth
-3.4
net buyers, as a share of those trading

Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

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
BlackRock, Inc. Reduced 32.2M 31.6M -600.5K
Man Group plc Increased 875.5K 1.5M +599.9K
Canoe Financial LP Increased 2.5M 3.0M +594.1K
ANCHOR CAPITAL ADVISORS LLC Sold Out 555.2K 0 -555.2K
PFA Pension, Forsikringsaktieselskab Reduced 557.8K 2.7K -555.1K
TUDOR INVESTMENT CORP ET AL New 0 540.4K +540.4K
Pictet Asset Management Holding SA Reduced 1.4M 848.4K -535.6K
Sarasin & Partners LLP Reduced 546.3K 29.9K -516.4K
HSBC HOLDINGS PLC Increased 755.6K 1.3M +513.8K
BLS CAPITAL FONDSMAEGLERSELSKAB A/S Reduced 4.4M 3.9M -502.6K
SG Americas Securities, LLC Increased 319.8K 813.6K +493.9K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Reduced 1.2M 733.0K -484.9K
STATE STREET CORP Increased 16.2M 16.7M +463.5K
Rathbones Group PLC Reduced 712.0K 261.3K -450.8K
VOLORIDGE INVESTMENT MANAGEMENT, LLC Reduced 919.7K 510.3K -409.4K
Quantinno Capital Management LP Increased 248.1K 633.6K +385.5K
BANK OF MONTREAL /CAN/ Increased 1.5M 1.9M +360.1K
Russell Investments Group, Ltd. Reduced 1.4M 1.1M -338.7K
MILLENNIUM MANAGEMENT LLC Increased 88.5K 411.6K +323.0K
PRUDENTIAL FINANCIAL INC Increased 224.5K 533.4K +308.9K
NATIXIS ADVISORS, LLC Reduced 347.0K 50.2K -296.8K
ExodusPoint Capital Management, LP Increased 766.7K 1.1M +289.2K
BARCLAYS PLC Reduced 855.5K 575.5K -280.1K
RAYMOND JAMES FINANCIAL INC Increased 485.3K 757.2K +271.8K
FRANKLIN RESOURCES INC Increased 11.5M 11.8M +263.2K
River Road Asset Management, LLC New 0 255.9K +255.9K
VANGUARD PORTFOLIO MANAGEMENT LLC Increased 19.7M 20.0M +254.8K
T. Rowe Price Investment Management, Inc. Sold Out 240.3K 0 -240.3K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Reduced 3.3M 3.1M -239.0K
Legal & General Group Plc Reduced 2.7M 2.5M -234.7K
Engineers Gate Manager LP Reduced 278.5K 52.9K -225.6K
NORDEA INVESTMENT MANAGEMENT AB Increased 96.0K 319.2K +223.2K
Gotham Asset Management, LLC Increased 132.9K 351.2K +218.3K
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced 321.6K 103.5K -218.1K
Nuveen, LLC Reduced 1.2M 961.0K -216.4K

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.