Otis Worldwide Corp (OTIS) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

393,684,211Shares Outstanding

1,913,374Shares held by institutions

$176,872,293Value of institutional holdings

97.57%Institutional ownership %

16.55%Shares Changed QoQ

1,228No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 1228 institutional investors hold a position in Otis Worldwide Corp (NYSE:OTIS).

The percentage of Otis Worldwide owned by institutions changed from 86.2% in September 2025 to 97.6% in December 2025, marking a slight up trend.
Quarterly data indicates a 16.55% shift in institutional share volume, and the annual owner count reflects an increase of 1.57%.
The latest 13F cycle for Otis Worldwide reveals that of 1228 total investors, 522 funds grew their exposure, whereas 457 reduced theirs and 249 made no changes.
The total number of shares held by institutions in Otis Worldwide increased to 384.13Mn as of December 2025, a net change of up by 54.54Mn shares quarter on quarter, and up 22.26Mn shares year over year.
With 48.64Mn shares, VANGUARD GROUP INC commands the largest institutional position in Otis Worldwide as of December 31, 2025, equating to 12.35% of the company.
Among the most significant buyers of Otis Worldwide during December 2025 were J. Stern & Co. LLP (38.18Mn), NORGES BANK (8.82Mn), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (2.35Mn), MILLENNIUM MANAGEMENT LLC (2.18Mn), VAN ECK ASSOCIATES CORP (1.98Mn).
Leading sellers of Otis Worldwide stock in December 2025 included T. Rowe Price Investment Management, Inc. (2.88Mn), Fundsmith LLP (2.71Mn), ALLIANCEBERNSTEIN L.P. (1.75Mn), JPMORGAN CHASE & CO (1.49Mn), MACQUARIE GROUP LTD (1.21Mn).
The top 10 institutional holders of Otis Worldwide for the quarter ending December 2025 included VANGUARD GROUP INC (48.64Mn), J. Stern & Co. LLP (38.62Mn), 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).

1,228 Institutional Holders

1,913,374 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	48,636,836	10,038	0.02%	$4,248,427,625.00
J. Stern & Co. LLP	31 Dec, 2025	38,619,968	38,178,808	8,654.19%	$38,619,968.00
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	-1,487,120	-19.77%	$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
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
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	3,612,811	83,626	2.37%	$315,579,041.00
MARSHALL WACE, LLP	31 Dec, 2025	3,252,137	183,856	5.99%	$284,074,171.00
Fundsmith LLP	31 Dec, 2025	3,112,380	-2,706,771	-46.51%	$271,866,393.00

1 - 20 of 1,228

Research Tools