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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 31,620,354 | $2.3B | 7.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 25,256,005 | $1.9B | 6.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 19,701,892 | $1.5B | 5.3% | 2026-Q1 |
| STATE STREET CORP added | 16,664,994 | $1.2B | 4.2% | 2026-Q2 |
| MORGAN STANLEY added | 12,959,312 | $999M | 3.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 12,451,330 | $964M | 3.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 11,520,956 | $888M | 3.1% | 2026-Q1 |
| FMR LLC added | 10,109,592 | $724M | 2.5% | 2026-Q2 |
| NORGES BANK added | 8,602,119 | $616M | 2.2% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 7,600,270 | $598M | 2.1% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 5,892,021 | $454M | 1.6% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 6,104,625 | $437M | 1.5% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 5,439,203 | $389M | 1.4% | 2026-Q2 |
| Fiera Capital Corp trimmed | 4,866,896 | $375M | 1.3% | 2026-Q1 |
| PineStone Asset Management Inc. trimmed | 4,493,882 | $346M | 1.2% | 2026-Q1 |
| BLS CAPITAL FONDSMAEGLERSELSKAB A/S trimmed | 4,388,045 | $338M | 1.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 3,825,492 | $334M | 1.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 4,625,150 | $331M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 4,057,905 | $313M | 1.1% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP trimmed | 3,968,097 | $306M | 1.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 3,755,316 | $287M | 1.0% | 2026-Q1 |
| Invesco Ltd. added | 3,953,975 | $283M | 1.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 3,310,369 | $255M | 0.9% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 3,260,413 | $251M | 0.9% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 3,335,941 | $239M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 2,951,603 | $228M | 0.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 3,138,794 | $225M | 0.8% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 2,864,227 | $221M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp added | 2,848,482 | $220M | 0.8% | 2026-Q1 |
| Fundsmith LLP trimmed | 2,731,635 | $211M | 0.7% | 2026-Q1 |
| Legal & General Group Plc trimmed | 2,713,920 | $209M | 0.7% | 2026-Q1 |
| Clearbridge Investments, LLC added | 2,691,181 | $207M | 0.7% | 2026-Q1 |
| Capital Research Global Investors added | 2,896,828 | $207M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,639,555 | $203M | 0.7% | 2026-Q1 |
| Canoe Financial LP trimmed | 2,450,336 | $189M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,448,568 | $189M | 0.7% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 2,443,406 | $187M | 0.7% | 2026-Q1 |
| Guinness Asset Management LTD added | 2,346,092 | $181M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 2,189,166 | $169M | 0.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,969,372 | $152M | 0.5% | 2026-Q1 |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 2,055,440 | $147M | 0.5% | 2026-Q2 |
| Amundi trimmed | 1,886,423 | $145M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,953,085 | $140M | 0.5% | 2026-Q2 |
| USS Investment Management Ltd added | 1,767,235 | $136M | 0.5% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 1,546,315 | $119M | 0.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 1,520,477 | $117M | 0.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 1,584,200 | $113M | 0.4% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 1,433,927 | $111M | 0.4% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 1,384,014 | $107M | 0.4% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 1,381,044 | $106M | 0.4% | 2026-Q1 |
| Lazard Freres Gestion S.A.S. added | 1,340,964 | $103M | 0.4% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 1,337,699 | $103M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 1,240,822 | $96M | 0.3% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,217,914 | $94M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 1,177,388 | $91M | 0.3% | 2026-Q1 |
| Scharf Investments, LLC added | 1,166,569 | $90M | 0.3% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 1,155,585 | $89M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 1,143,643 | $88M | 0.3% | 2026-Q1 |
| LONDON CO OF VIRGINIA trimmed | 1,121,660 | $86M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 1,087,124 | $84M | 0.3% | 2026-Q1 |
| Independent Franchise Partners LLP trimmed | 1,002,284 | $77M | 0.3% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 1,055,862 | $76M | 0.3% | 2026-Q2 |
| FUNDSMITH INVESTMENT SERVICES LTD. trimmed | 966,787 | $75M | 0.3% | 2026-Q1 |
| CITIGROUP INC trimmed | 949,087 | $73M | 0.3% | 2026-Q1 |
| FIFTHDELTA Ltd added | 927,190 | $71M | 0.3% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 919,733 | $71M | 0.2% | 2026-Q1 |
| Man Group plc trimmed | 875,464 | $67M | 0.2% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 866,892 | $67M | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 855,533 | $66M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 851,242 | $66M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 832,132 | $64M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 803,388 | $62M | 0.2% | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO trimmed | 778,135 | $60M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 761,584 | $59M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 755,635 | $58M | 0.2% | 2026-Q1 |
| DNB Asset Management AS added | 752,719 | $58M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 744,284 | $57M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 743,228 | $57M | 0.2% | 2026-Q1 |
| Gates Capital Management, Inc. trimmed | 737,558 | $57M | 0.2% | 2026-Q1 |
| Clean Energy Transition LLP added | 708,348 | $55M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 691,400 | $53M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 690,384 | $53M | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP added | 681,861 | $53M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 668,982 | $52M | 0.2% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 655,158 | $50M | 0.2% | 2026-Q1 |
| National Pension Service added | 652,801 | $50M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 627,151 | $48M | 0.2% | 2026-Q1 |
| GREAT LAKES ADVISORS, LLC added | 620,007 | $48M | 0.2% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 619,482 | $48M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 607,939 | $47M | 0.2% | 2026-Q1 |
| WORLDQUANT MILLENNIUM ADVISORS LLC trimmed | 606,252 | $47M | 0.2% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. added | 592,731 | $46M | 0.2% | 2026-Q1 |
| GFI Investment Counsel Ltd. trimmed | 585,364 | $45M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 575,062 | $44M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 573,249 | $44M | 0.2% | 2026-Q1 |
| PFA Pension, Forsikringsaktieselskab added | 557,796 | $43M | 0.2% | 2026-Q1 |
| ANCHOR CAPITAL ADVISORS LLC added | 555,220 | $43M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC added | 48,636,836 | $4.2B | 14.9% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC trimmed | 2,850,031 | $249M | 0.9% | 2025-Q4 stale |
| Cartenna Capital, LP new | 775,000 | $71M | 0.2% | 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.
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.