Otis Worldwide Corp (OTIS) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

394,900,000Shares Outstanding

434,004,110Shares held by institutions

$31,695,320,153Value of institutional holdings

109.90%Institutional ownership %

24.69%Shares Changed QoQ

1,268No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Otis Worldwide Corp (NYSE:OTIS) showed up in the 13F filings of 1,260 institutional investors as of December 2025.

They owned 109.0% of outstanding stock in December 2025, up from 89.9% the prior quarter.
Their total shares held in OTIS increased 24.43% quarter over quarter, and separately, investors owning Otis Worldwide increased 4.13% from a year ago.
Of these 1,260 funds, 544 grew their exposure to Otis Worldwide, 468 cut back, and 248 maintained positions.
Combined, these investors held 430.62Mn shares in OTIS for December 2025, up by 84.55Mn shares quarter on quarter, and up 50.22Mn shares year over year.
As of December 31, 2025, Canoe Financial LP held the largest stake in Otis Worldwide with 2.45Mn shares, accounting for 0.62% of total shares outstanding.
Leading buyers of Otis Worldwide shares for the quarter ending December 2025 were Pictet Asset Management Holding SA (441.84K), Guinness Asset Management LTD (227.15K), BI Asset Management Fondsmaeglerselskab A/S (145.46K), Robeco Institutional Asset Management B.V. (82.32K), USS Investment Management Ltd (65.25K).
Top sellers of OTIS stock for the quarter ending December 2025 included Sarasin & Partners LLP (1.99Mn), Assenagon Asset Management S.A. (776.33K), Auto-Owners Insurance Co (558.43K), Canoe Financial LP (337.53K), SG Americas Securities, LLC (179.4K).
Otis Worldwide's 10 largest shareholders as of December 2025 include Canoe Financial LP (2.45Mn), Guinness Asset Management LTD (2.35Mn), USS Investment Management Ltd (1.77Mn), Pictet Asset Management Holding SA (1.38Mn), SCHARF INVESTMENTS, LLC (1.17Mn), Sarasin & Partners LLP (546.28K), Assenagon Asset Management S.A. (425.34K), SG Americas Securities, LLC (319.77K), COERENTE CAPITAL MANAGEMENT (227.91K), Robeco Institutional Asset Management B.V. (215.85K) per Business Quant data.

1,280 Institutional Holders

434,004,110 Total Shares Held

Rows:

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Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
J. Stern & Co. LLP	31 Dec, 2025	77,239,936	76,798,776	17,408.37%	$77,239,936.00
VANGUARD GROUP INC	31 Dec, 2025	48,636,836	10,038	0.02%	$4,248,427,625.00
BlackRock, Inc.	31 Dec, 2025	33,577,608	1,466,831	4.57%	$2,933,004,059.00
State Street Corp	31 Dec, 2025	16,128,197	121,207	0.76%	$1,408,798,008.00
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	15,186,158	-1,751,879	-10.34%	$1,326,510,901.00
Morgan Stanley	31 Dec, 2025	12,675,067	-403,770	-3.09%	$1,107,167,271.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	10,788,225	29,636	0.28%	$945,020,033.00
NORGES BANK	31 Dec, 2025	8,816,541	8,816,541	0.00%	$770,124,856.00
Franklin Resources Inc	31 Dec, 2025	7,842,153	422,519	5.69%	$685,012,096.00
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	31 Dec, 2025	6,843,069	-248,945	-3.51%	$597,742,077.00
Jpmorgan Chase & Co	31 Dec, 2025	6,033,991	-9,008,231	-59.89%	$527,069,229.00
Fiera Capital Corp	31 Dec, 2025	5,020,052	-124,171	-2.41%	$438,501,543.00
Mitsubishi UFJ Asset Management Co., Ltd.	31 Dec, 2025	4,685,310	-92,842	-1.94%	$413,900,285.00
PineStone Asset Management Inc.	31 Dec, 2025	4,679,997	163,476	3.62%	$408,797,738.00
BLS CAPITAL FONDSMAEGLERSELSKAB A/S	31 Dec, 2025	4,678,538	225,913	5.07%	$408,670,294.00
Goldman Sachs Group Inc	31 Dec, 2025	4,573,642	2,644,823	137.12%	$399,507,655.00
Northern Trust Corp	31 Dec, 2025	4,095,529	-195,122	-4.55%	$357,744,458.00
VAN ECK ASSOCIATES CORP	31 Dec, 2025	4,002,589	1,979,819	97.88%	$349,626.00
Invesco Ltd.	31 Dec, 2025	3,904,596	-106,349	-2.65%	$341,066,463.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	3,612,811	83,626	2.37%	$315,579,041.00

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