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Institutional Ownership · SEC Form 13F

Who owns Otis Worldwide (OTIS)


Which tracked institutional funds hold OTIS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OTIS company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

1,230
Institutional holders
342M
Shares held (tracked funds)
78.0%
Of shares outstanding

How the tape is positioned

146 tracked funds added or opened OTIS while 381 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

OTIS’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes OTIS more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in OTIS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 1230 tracked filers holding OTIS, 503 increased or opened the position and 658 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in OTIS between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 39

  • VANGUARD CAPITAL MANAGEMENT LLC$1.9B
  • VANGUARD PORTFOLIO MANAGEMENT LLC$1.5B
  • CIBC Bancorp USA Inc.$221M
  • VANGUARD FIDUCIARY TRUST CO$169M
  • Vanguard Global Advisers, LLC$66M
  • VANGUARD ASSET MANAGEMENT, Ltd$52M

Full exits 55

  • VANGUARD GROUP INC$4.2B
  • CIBC Private Wealth Group LLC$249M
  • Ilex Capital Partners (UK) LLP$38M
  • Alberta Investment Management Corp$15M
  • Andra AP-fonden$14M
  • Albar Capital Partners LLP$12M

Largest adds

  • PRICE T ROWE ASSOCIATES INC /MD/$630M
  • FMR LLC$380M
  • FRANKLIN RESOURCES INC$203M
  • CANADA PENSION PLAN INVESTMENT BOARD$199M
  • Clearbridge Investments, LLC$110M
  • TWO SIGMA INVESTMENTS, LP$99M

Largest trims

  • BlackRock, Inc.$1.1B
  • ALLIANCEBERNSTEIN L.P.$992M
  • JPMORGAN CHASE & CO$240M
  • MARSHALL WACE, LLP$237M
  • MILLENNIUM MANAGEMENT LLC$202M
  • Sarasin & Partners LLP$179M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added31,620,354$2.3B7.9%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC new25,256,005$1.9B6.8%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new19,701,892$1.5B5.3%2026-Q1
STATE STREET CORP added16,664,994$1.2B4.2%2026-Q2
MORGAN STANLEY added12,959,312$999M3.5%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added12,451,330$964M3.4%2026-Q1
FRANKLIN RESOURCES INC added11,520,956$888M3.1%2026-Q1
FMR LLC added10,109,592$724M2.5%2026-Q2
NORGES BANK added8,602,119$616M2.2%2026-Q2
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added7,600,270$598M2.1%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added5,892,021$454M1.6%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed6,104,625$437M1.5%2026-Q2
D. E. Shaw & Co., Inc. added5,439,203$389M1.4%2026-Q2
Fiera Capital Corp trimmed4,866,896$375M1.3%2026-Q1
PineStone Asset Management Inc. trimmed4,493,882$346M1.2%2026-Q1
BLS CAPITAL FONDSMAEGLERSELSKAB A/S trimmed4,388,045$338M1.2%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed3,825,492$334M1.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC added4,625,150$331M1.2%2026-Q2
NORTHERN TRUST CORP trimmed4,057,905$313M1.1%2026-Q1
VAN ECK ASSOCIATES CORP trimmed3,968,097$306M1.1%2026-Q1
JPMORGAN CHASE & CO trimmed3,755,316$287M1.0%2026-Q1
Invesco Ltd. added3,953,975$283M1.0%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added3,310,369$255M0.9%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD added3,260,413$251M0.9%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed3,335,941$239M0.8%2026-Q2
GOLDMAN SACHS GROUP INC added2,951,603$228M0.8%2026-Q1
TWO SIGMA INVESTMENTS, LP added3,138,794$225M0.8%2026-Q2
CIBC Bancorp USA Inc. added2,864,227$221M0.8%2026-Q1
Bank of New York Mellon Corp added2,848,482$220M0.8%2026-Q1
Fundsmith LLP trimmed2,731,635$211M0.7%2026-Q1
Legal & General Group Plc trimmed2,713,920$209M0.7%2026-Q1
Clearbridge Investments, LLC added2,691,181$207M0.7%2026-Q1
Capital Research Global Investors added2,896,828$207M0.7%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed2,639,555$203M0.7%2026-Q1
Canoe Financial LP trimmed2,450,336$189M0.7%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added2,448,568$189M0.7%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP added2,443,406$187M0.7%2026-Q1
Guinness Asset Management LTD added2,346,092$181M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new2,189,166$169M0.6%2026-Q1
DIMENSIONAL FUND ADVISORS LP added1,969,372$152M0.5%2026-Q1
PRIMECAP MANAGEMENT CO/CA/ trimmed2,055,440$147M0.5%2026-Q2
Amundi trimmed1,886,423$145M0.5%2026-Q1
CITADEL ADVISORS LLC added1,953,085$140M0.5%2026-Q2
USS Investment Management Ltd added1,767,235$136M0.5%2026-Q1
BANK OF MONTREAL /CAN/ added1,546,315$119M0.4%2026-Q1
DEUTSCHE BANK AG\ trimmed1,520,477$117M0.4%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed1,584,200$113M0.4%2026-Q2
Russell Investments Group, Ltd. added1,433,927$111M0.4%2026-Q1
Pictet Asset Management Holding SA added1,384,014$107M0.4%2026-Q1
Squarepoint Ops LLC trimmed1,381,044$106M0.4%2026-Q1
Lazard Freres Gestion S.A.S. added1,340,964$103M0.4%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC added1,337,699$103M0.4%2026-Q1
UBS Group AG trimmed1,240,822$96M0.3%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added1,217,914$94M0.3%2026-Q1
Nuveen, LLC added1,177,388$91M0.3%2026-Q1
Scharf Investments, LLC added1,166,569$90M0.3%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed1,155,585$89M0.3%2026-Q1
Swiss National Bank added1,143,643$88M0.3%2026-Q1
LONDON CO OF VIRGINIA trimmed1,121,660$86M0.3%2026-Q1
Qube Research & Technologies Ltd trimmed1,087,124$84M0.3%2026-Q1
Independent Franchise Partners LLP trimmed1,002,284$77M0.3%2026-Q1
ExodusPoint Capital Management, LP added1,055,862$76M0.3%2026-Q2
FUNDSMITH INVESTMENT SERVICES LTD. trimmed966,787$75M0.3%2026-Q1
CITIGROUP INC trimmed949,087$73M0.3%2026-Q1
FIFTHDELTA Ltd added927,190$71M0.3%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed919,733$71M0.2%2026-Q1
Man Group plc trimmed875,464$67M0.2%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A. added866,892$67M0.2%2026-Q1
BARCLAYS PLC trimmed855,533$66M0.2%2026-Q1
Vanguard Global Advisers, LLC new851,242$66M0.2%2026-Q1
Sumitomo Mitsui Trust Group, Inc. trimmed832,132$64M0.2%2026-Q1
ROYAL BANK OF CANADA trimmed803,388$62M0.2%2026-Q1
BROWN BROTHERS HARRIMAN & CO trimmed778,135$60M0.2%2026-Q1
RHUMBLINE ADVISERS trimmed761,584$59M0.2%2026-Q1
HSBC HOLDINGS PLC trimmed755,635$58M0.2%2026-Q1
DNB Asset Management AS added752,719$58M0.2%2026-Q1
WELLS FARGO & COMPANY/MN added744,284$57M0.2%2026-Q1
VICTORY CAPITAL MANAGEMENT INC trimmed743,228$57M0.2%2026-Q1
Gates Capital Management, Inc. trimmed737,558$57M0.2%2026-Q1
Clean Energy Transition LLP added708,348$55M0.2%2026-Q1
California Public Employees Retirement System trimmed691,400$53M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added690,384$53M0.2%2026-Q1
HRT FINANCIAL LP added681,861$53M0.2%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new668,982$52M0.2%2026-Q1
NEUBERGER BERMAN GROUP LLC added655,158$50M0.2%2026-Q1
National Pension Service added652,801$50M0.2%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed627,151$48M0.2%2026-Q1
GREAT LAKES ADVISORS, LLC added620,007$48M0.2%2026-Q1
Fisher Asset Management, LLC trimmed619,482$48M0.2%2026-Q1
MARSHALL WACE, LLP trimmed607,939$47M0.2%2026-Q1
WORLDQUANT MILLENNIUM ADVISORS LLC trimmed606,252$47M0.2%2026-Q1
CAPITAL FUND MANAGEMENT S.A. added592,731$46M0.2%2026-Q1
GFI Investment Counsel Ltd. trimmed585,364$45M0.2%2026-Q1
HighTower Advisors, LLC trimmed575,062$44M0.2%2026-Q1
FIRST TRUST ADVISORS LP added573,249$44M0.2%2026-Q1
PFA Pension, Forsikringsaktieselskab added557,796$43M0.2%2026-Q1
ANCHOR CAPITAL ADVISORS LLC added555,220$43M0.2%2026-Q1
VANGUARD GROUP INC added48,636,836$4.2B14.9%2025-Q4 stale
CIBC Private Wealth Group LLC trimmed2,850,031$249M0.9%2025-Q4 stale
Cartenna Capital, LP new775,000$71M0.2%2025-Q3 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership