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-Q2 13F filings (latest filed 2026-09-22). 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
187 tracked funds added or opened OTIS while 318 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% 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 2026-Q1 and 2026-Q2, across 1145 tracked filers holding OTIS, 532 increased or opened the position and 646 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 45
- CI INVESTMENTS INC.$60M
- TUDOR INVESTMENT CORP ET AL$39M
- River Road Asset Management, LLC$18M
- SUMMITRY LLC$10M
- Veritas Asset Management LLP$8M
- Edgestream Partners, L.P.$7M
Full exits 78
- Fundsmith LLP$211M
- Amundi$145M
- Lazard Freres Gestion S.A.S.$103M
- JACOBS LEVY EQUITY MANAGEMENT, INC$103M
- LONDON CO OF VIRGINIA$86M
- FUNDSMITH INVESTMENT SERVICES LTD.$75M
Largest adds
- BlackRock, Inc.$463M
- Clearbridge Investments, LLC$327M
- Independent Franchise Partners LLP$292M
- AQR CAPITAL MANAGEMENT LLC$216M
- D. E. Shaw & Co., Inc.$123M
- Clean Energy Transition LLP$110M
Largest trims
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$294M
- PRICE T ROWE ASSOCIATES INC /MD/$244M
- ALLIANCEBERNSTEIN L.P.$234M
- MORGAN STANLEY$214M
- VANGUARD CAPITAL MANAGEMENT LLC$152M
- CIBC Bancorp USA Inc.$135M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 31,620,354 | $2.3B | 10.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 25,061,198 | $1.8B | 8.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 19,956,721 | $1.4B | 6.4% | 2026-Q2 |
| STATE STREET CORP added | 16,664,994 | $1.2B | 5.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 12,589,525 | $906M | 4.0% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 11,784,188 | $844M | 3.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 10,964,838 | $785M | 3.5% | 2026-Q2 |
| FMR LLC added | 10,109,592 | $724M | 3.2% | 2026-Q2 |
| NORGES BANK added | 8,602,119 | $616M | 2.7% | 2026-Q2 |
| Clearbridge Investments, LLC added | 7,461,546 | $534M | 2.4% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 6,104,625 | $437M | 1.9% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 5,918,140 | $424M | 1.9% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 5,439,203 | $389M | 1.7% | 2026-Q2 |
| Independent Franchise Partners LLP added | 5,152,104 | $369M | 1.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 4,625,150 | $331M | 1.5% | 2026-Q2 |
| PineStone Asset Management Inc. trimmed | 4,290,454 | $307M | 1.4% | 2026-Q2 |
| Fiera Capital Corp trimmed | 4,138,739 | $296M | 1.3% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 4,103,431 | $304M | 1.4% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 3,993,011 | $286M | 1.3% | 2026-Q2 |
| Invesco Ltd. added | 3,953,975 | $283M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 3,900,999 | $279M | 1.2% | 2026-Q2 |
| BLS Capital Fondsmaeglerselskab A/S trimmed | 3,885,445 | $278M | 1.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 3,335,941 | $239M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 3,165,336 | $227M | 1.0% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 3,138,794 | $225M | 1.0% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 3,114,562 | $223M | 1.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 3,071,357 | $220M | 1.0% | 2026-Q2 |
| Canoe Financial LP added | 3,044,476 | $218M | 1.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 3,021,264 | $220M | 1.0% | 2026-Q2 |
| Capital Research Global Investors added | 2,896,828 | $207M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 2,741,590 | $196M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,642,922 | $189M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,480,957 | $178M | 0.8% | 2026-Q2 |
| Legal & General Group Plc trimmed | 2,479,254 | $178M | 0.8% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 2,468,392 | $177M | 0.8% | 2026-Q2 |
| Clean Energy Transition LLP added | 2,305,007 | $165M | 0.7% | 2026-Q2 |
| Guinness Asset Management LTD trimmed | 2,202,384 | $158M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 2,154,445 | $154M | 0.7% | 2026-Q2 |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 2,055,440 | $147M | 0.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,963,270 | $141M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,953,085 | $140M | 0.6% | 2026-Q2 |
| UBS Group AG added | 1,908,190 | $137M | 0.6% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 1,906,445 | $137M | 0.6% | 2026-Q2 |
| USS Investment Management Ltd trimmed | 1,759,239 | $126M | 0.6% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 1,718,901 | $123M | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,692,479 | $121M | 0.5% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 1,584,200 | $113M | 0.5% | 2026-Q2 |
| Man Group plc added | 1,475,345 | $106M | 0.5% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 1,314,313 | $94M | 0.4% | 2026-Q2 |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 1,311,319 | $94M | 0.4% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,305,675 | $101M | 0.4% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 1,269,413 | $91M | 0.4% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 1,196,850 | $86M | 0.4% | 2026-Q2 |
| Swiss National Bank trimmed | 1,096,343 | $78M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 1,095,264 | $78M | 0.3% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 1,088,872 | $78M | 0.3% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 1,055,862 | $76M | 0.3% | 2026-Q2 |
| Scharf Investments, LLC trimmed | 1,007,995 | $72M | 0.3% | 2026-Q2 |
| FIFTHDELTA Ltd added | 981,190 | $70M | 0.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 961,010 | $69M | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 951,989 | $68M | 0.3% | 2026-Q2 |
| CITIGROUP INC trimmed | 926,254 | $66M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 910,424 | $65M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 880,714 | $63M | 0.3% | 2026-Q2 |
| Gates Capital Management, Inc. added | 867,273 | $62M | 0.3% | 2026-Q2 |
| Pictet Asset Management Holding SA trimmed | 848,438 | $61M | 0.3% | 2026-Q2 |
| CI INVESTMENTS INC. added | 844,938 | $60M | 0.3% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 831,638 | $60M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 826,066 | $59M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 766,832 | $55M | 0.2% | 2026-Q2 |
| National Pension Service added | 761,439 | $55M | 0.2% | 2026-Q2 |
| GREAT LAKES ADVISORS, LLC added | 759,953 | $54M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 757,154 | $54M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 750,800 | $54M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 749,401 | $54M | 0.2% | 2026-Q2 |
| DNB Asset Management AS trimmed | 746,976 | $53M | 0.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 733,014 | $52M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 716,059 | $51M | 0.2% | 2026-Q2 |
| Allianz Asset Management GmbH added | 710,444 | $53M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 691,556 | $50M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 673,159 | $48M | 0.2% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO trimmed | 670,926 | $48M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 635,109 | $45M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 634,538 | $45M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 633,649 | $45M | 0.2% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 587,018 | $42M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 582,859 | $42M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 575,468 | $41M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 574,680 | $41M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 549,082 | $39M | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 540,436 | $39M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 533,373 | $38M | 0.2% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 510,297 | $37M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 468,973 | $34M | 0.1% | 2026-Q2 |
| GFI Investment Counsel Ltd. trimmed | 442,927 | $32M | 0.1% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS trimmed | 411,823 | $29M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 411,556 | $29M | 0.1% | 2026-Q2 |
| ING GROEP NV added | 409,443 | $29M | 0.1% | 2026-Q2 |
| Tidal Investments LLC trimmed | 407,080 | $29M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 405,384 | $29M | 0.1% | 2026-Q2 |
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.