Otis Worldwide Corp (OTIS) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

2,411,432Shares held by institutions

$184,040,490Value of institutional holdings

86.41%Institutional ownership %

-1.78%Shares Changed QoQ

1,251No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Otis Worldwide Corp (NYSE:OTIS) is held by 1,260 institutional investors per 13F filings through December 2025.

Collectively, these holders controlled 109.0% of Otis Worldwide's outstanding shares in December 2025, up from 89.9% in September 2025.
Their total shares held in OTIS increased 24.43% from the prior quarter, while the number of investors in Otis Worldwide increased 4.13% year over year.
Among the 1,260 funds, 544 bought more Otis Worldwide shares, 468 sold down, and 248 held their ground.
Altogether, these fund groups held 430.62Mn shares in OTIS by December 2025, up by 84.55Mn shares quarter on quarter, and up 50.22Mn shares year over year.
J. Stern & Co. LLP is the top holder of Otis Worldwide as of December 31, 2025, with 77.24Mn shares representing 19.56% of outstanding stock.
Leading buyers of Otis Worldwide shares for the quarter ending December 2025 were J. Stern & Co. LLP (76.8Mn), NORGES BANK (8.82Mn), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (2.35Mn), MILLENNIUM MANAGEMENT LLC (2.18Mn), VAN ECK ASSOCIATES CORP (1.98Mn).
Top sellers of OTIS stock for the quarter ending December 2025 included Jpmorgan Chase & Co (9.01Mn), Bank Of America Corp /De/ (2.91Mn), Fundsmith LLP (2.71Mn), T. Rowe Price Investment Management, Inc. (2.63Mn), ALLIANCEBERNSTEIN L.P. (1.75Mn).
Otis Worldwide's 10 largest shareholders as of December 2025 include J. Stern & Co. LLP (77.24Mn), VANGUARD GROUP INC (48.64Mn), BlackRock, Inc. (33.58Mn), State Street Corp (16.13Mn), ALLIANCEBERNSTEIN L.P. (15.19Mn), Morgan Stanley (12.68Mn), GEODE CAPITAL MANAGEMENT, LLC (10.79Mn), NORGES BANK (8.82Mn), Franklin Resources Inc (7.84Mn), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (6.84Mn) per Business Quant data.

1,264 Institutional Holders

2,411,432 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	1,466,831	4.57%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	10,038	0.02%	$0.00
J. Stern & Co. LLP	31 Dec, 2025	76,798,776	17,408.37%	$0.00
HSBC HOLDINGS PLC	31 Dec, 2025	1,035,023	146.80%	$0.00
State Street Corp	31 Dec, 2025	121,207	0.76%	$0.00
PineStone Asset Management Inc.	31 Dec, 2025	163,476	3.62%	$0.00
Barclays Plc	31 Dec, 2025	-776,243	-40.32%	$0.00
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	-1,751,879	-10.34%	$0.00
BLS CAPITAL FONDSMAEGLERSELSKAB A/S	31 Dec, 2025	225,913	5.07%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	143,001	88.63%	$0.00
Morgan Stanley	31 Dec, 2025	-403,770	-3.09%	$0.00
Canoe Financial LP	31 Dec, 2025	375,914	15.59%	$0.00
Farmers National Bank	31 Dec, 2025	0	0.00%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	29,636	0.28%	$0.00
Squarepoint Ops LLC	31 Dec, 2025	122,001	6.01%	$0.00
Bank of New Hampshire	31 Dec, 2025	0	0.00%	$0.00
NORGES BANK	31 Dec, 2025	8,816,541	0.00%	$0.00
UBS Group AG	31 Dec, 2025	-73,873	-3.72%	$0.00
Nalls Sherbakoff Group, LLC	31 Dec, 2025	0	0.00%	$0.00
Purpose Unlimited Inc.	31 Dec, 2025	50	0.00%	$0.00

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