Otis Worldwide Corp (OTIS) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

394,900,000Shares Outstanding

433,945,007Shares held by institutions

$34,225,242,702Value of institutional holdings

109.89%Institutional ownership %

24.69%Shares Changed QoQ

1,265No. 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.

These investors held 109.0% of outstanding shares in December 2025, up from 89.9% in September 2025.
They increased total shares held in OTIS by 24.43% quarter over quarter, and investors in Otis Worldwide increased 4.13% from a year ago.
Of these 1,260 holders, 544 added to their stakes in Otis Worldwide, 468 trimmed positions, and 248 made no changes.
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.
Ridgewood Investments LLC is the top holder of Otis Worldwide as of December 31, 2025, with 17.46K shares representing 0.0% of outstanding stock.
The largest buyers of Otis Worldwide for the quarter ending December 2025 were Ridgewood Investments LLC (17.46K), Ares Financial Consulting, LLC (80), Coastline Trust Co (52).
The largest sales of OTIS for the quarter ending December 2025 came from MJT & Associates Financial Advisory Group, Inc. (49), Hilltop National Bank (18).
According to Business Quant data, leading holders of OTIS for December 2025 are Ridgewood Investments LLC (17.46K), NEVILLE RODIE & SHAW INC (11.11K), Ares Financial Consulting, LLC (1.71K), ADIRONDACK TRUST CO (1.54K), Bangor Savings Bank (1.1K), Hilltop National Bank (500), Coastline Trust Co (142), Global Wealth Strategies & Associates (100), MJT & Associates Financial Advisory Group, Inc. (49), Aspect Partners, LLC (47).

1,265 Institutional Holders

433,945,007 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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