Otis Worldwide OTIS Institutional Ownership

NYSE OTIS

$64.47 +0.15 (+0.23%)

As of: Oct 1, 2026 · 3:59 PM EDT

Institutions by Trading Activity

1,221 Institutions

Increased 562 46.0%

Unchanged 208 17.0%

Reduced 451 36.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

93.81%

▲+5.20 pp QoQ

Shares Held by Institutions

358.90Mn

of 382.60Mn outstanding

▲+7.08% QoQ

Shares Outstanding

382.60Mn

23.70Mn held outside 13F filers

Institutional Investors

1,221

filed 13F for Jun 2026

▼-11 vs prior quarter

Net Shares Added (QoQ)

+23.74Mn

accumulated since last quarter

Value of Holdings

$23.08Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Otis Worldwide Corp (NYSE:OTIS) is held by 1,221 institutional investors per 13F filings through June 2026.

Their combined ownership stood at 93.8% of outstanding shares in June 2026, up from 88.6% in March 2026.
They increased total shares held in OTIS by 7.08% quarter over quarter, and investors in Otis Worldwide decreased 3.1% from a year ago.
Of these 1,221 funds, 562 grew their exposure to Otis Worldwide, 451 cut back, and 208 maintained positions.
Institutional investors collectively held 358.9Mn shares in Otis Worldwide as of June 2026, up by 23.74Mn shares quarter on quarter, and up 22.31Mn shares year over year.
As of June 30, 2026, the biggest holder of Otis Worldwide is BlackRock, Inc. at 31.62Mn shares, representing 8.26% of shares outstanding.
The most significant purchases of OTIS for the quarter ending June 2026 came from NORGES BANK (8.6Mn), Clearbridge Investments, LLC (4.77Mn), Independent Franchise Partners LLP (4.15Mn), AQR CAPITAL MANAGEMENT LLC (3.11Mn), Sixth Street Partners Management Company, L.P. (2.48Mn).
Top sellers of OTIS stock for the quarter ending June 2026 included MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (3.5Mn), PRICE T ROWE ASSOCIATES INC /MD/ (2.73Mn), ALLIANCEBERNSTEIN L.P. (2.52Mn), Morgan Stanley (1.99Mn), CIBC Bancorp USA Inc. (1.67Mn).
Per Business Quant, the top 10 investors in OTIS for the quarter ending June 2026 include BlackRock, Inc. (31.62Mn), VANGUARD CAPITAL MANAGEMENT LLC (25.06Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (19.96Mn), State Street Corp (16.66Mn), GEODE CAPITAL MANAGEMENT, LLC (12.59Mn), Franklin Templeton Inc (11.78Mn), Morgan Stanley (10.96Mn), FMR LLC (10.11Mn), NORGES BANK (8.6Mn), Clearbridge Investments, LLC (7.46Mn).

Form 13F Holdings

1,219 Institutional Holders

Report period 30 Jun, 2026

Total shares held 358.90Mn

Of outstanding 93.81%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	31,620,354	8.26%	▼600,486	-1.86%	$2.26Bn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	25,061,198	6.55%	▼194,807	-0.77%	$1.79Bn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	19,956,721	5.22%	▲254,829	+1.29%	$1.43Bn
4	State Street Corp	0000093751	16,664,994	4.36%	▲463,491	+2.86%	$1.19Bn
5	GEODE CAPITAL MANAGEMENT, LLC	0001214717	12,589,525	3.29%	▲138,195	+1.11%	$906.43Mn
6	Franklin Templeton Inc	0000038777	11,784,188	3.08%	▲263,232	+2.28%	$843.75Mn
7	Morgan Stanley	0000895421	10,964,838	2.87%	▼1,994,474	-15.39%	$785.08Mn
8	FMR LLC	0000315066	10,109,592	2.64%	▲2,130,460	+26.70%	$723.85Mn
9	NORGES BANK	0001374170	8,602,119	2.25%	▲8,602,119	0.00%	$615.91Mn
10	Clearbridge Investments, LLC	0001348883	7,461,546	1.95%	▲4,770,365	+177.26%	$534.25Mn
11	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	6,104,625	1.60%	▼2,734,405	-30.94%	$437.09K
12	Mitsubishi UFJ Asset Management Co., Ltd.	0001466546	5,918,140	1.55%	▲26,119	+0.44%	$423.74Mn
13	D. E. Shaw & Co., Inc.	0001009207	5,439,203	1.42%	▲1,984,275	+57.43%	$389.45Mn
14	Independent Franchise Partners LLP	0001483866	5,152,104	1.35%	▲4,149,820	+414.04%	$368.89Mn
15	AQR CAPITAL MANAGEMENT LLC	0001167557	4,625,150	1.21%	▲3,107,217	+204.70%	$331.16Mn
16	PineStone Asset Management Inc.	0001904893	4,290,454	1.12%	▼203,428	-4.53%	$307.20Mn
17	Fiera Capital Corp	0001505817	4,138,739	1.08%	▼728,157	-14.96%	$296.33Mn
18	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0000912938	4,103,431	1.07%	▼3,496,839	-46.01%	$303.90Mn
19	VAN ECK ASSOCIATES CORP	0000869178	3,993,011	1.04%	▲24,914	+0.63%	$285.90Mn
20	Invesco Ltd.	0000914208	3,953,975	1.03%	▼16,154	-0.41%	$283.10Mn

Showing 1 to 20 of 1,219 holders