Otis Worldwide Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 44.85 M | $4.66 B | -0.51% | 11.21% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 32.52 M | $3.38 B | 100.00% | 8.13% |
| JPMORGAN CHASE & CO | 12/26/2024 | 28.08 M | $2.92 B | 40.99% | 7.02% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 21.54 M | $2.24 B | -1.76% | 5.38% |
| STATE STREET CORP | 11/14/2024 | 16.08 M | $1.67 B | 0.05% | 4.02% |
| MORGAN STANLEY | 11/14/2024 | 11.79 M | $1.23 B | -5.23% | 2.95% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 11.03 M | $1.15 B | 1.40% | 2.76% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11/12/2024 | 8.04 M | $836.06 M | -2.48% | 2.01% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 7.35 M | $774.86 M | 58.30% | 1.84% |
| FIERA CAPITAL CORP | 11/01/2024 | 6.90 M | $717.53 M | -1.66% | 1.73% |
| FUNDSMITH LLP | 11/14/2024 | 6.14 M | $638.32 M | 0.05% | 1.53% |
| GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 11/13/2024 | 5.10 M | $529.94 M | 5.31% | 1.27% |
| BLS CAPITAL FONDSMAEGLERSELSKAB A/S | 11/13/2024 | 4.55 M | $473.19 M | -2.83% | 1.14% |
| SARASIN & PARTNERS LLP | 10/09/2024 | 3.82 M | $397.44 M | -7.53% | 0.96% |
| INVESCO LTD. | 11/12/2024 | 3.75 M | $389.34 M | 5.44% | 0.94% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 3.69 M | $383.05 M | 6.12% | 0.92% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 3.68 M | $382.55 M | 11.89% | 0.92% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 3.60 M | $374.06 M | -1.68% | 0.90% |
| FMR LLC | 11/13/2024 | 3.54 M | $367.54 M | 2.95% | 0.88% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 11/08/2024 | 3.45 M | $358.71 M | 3.05% | 0.86% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 3.28 M | $341.33 M | 4.15% | 0.82% |
| CIBC PRIVATE WEALTH GROUP, LLC | 11/13/2024 | 3.15 M | $327.29 M | -0.32% | 0.79% |
| MENORA MIVTACHIM HOLDINGS LTD. | 11/14/2024 | 2.99 M | $310.87 M | 21.45% | 0.75% |
| STONEPINE ASSET MANAGEMENT INC. | 10/28/2024 | 2.88 M | $299.46 M | 5.23% | 0.72% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 11/13/2024 | 2.78 M | $289.01 M | 0.08% | 0.69% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 2.52 M | $262.38 M | 0.05% | 0.63% |
| USS INVESTMENT MANAGEMENT LTD | 11/13/2024 | 2.32 M | $240.71 M | 0.00% | 0.58% |
| VAN ECK ASSOCIATES CORP | 10/29/2024 | 2.26 M | $232.66 M | 3,673.59% | 0.57% |
| LONDON CO OF VIRGINIA | 11/14/2024 | 2.26 M | $234.56 M | 2.12% | 0.56% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 11/13/2024 | 2.25 M | $234.68 M | -15.49% | 0.56% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 2.24 M | $232.47 M | -0.08% | 0.56% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 2.01 M | $209.13 M | -10.17% | 0.50% |
| OMERS ADMINISTRATION CORP | 11/13/2024 | 1.96 M | $204.12 M | 0.00% | 0.49% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 1.88 M | $195.77 M | -3.69% | 0.47% |
| GUINNESS ASSET MANAGEMENT LTD | 10/10/2024 | 1.85 M | $192.39 M | 4.58% | 0.46% |
| PRIMECAP MANAGEMENT CO/CA/ | 11/08/2024 | 1.81 M | $188.53 M | 0.03% | 0.45% |
| FUNDSMITH INVESTMENT SERVICES LTD. | 11/14/2024 | 1.78 M | $185.16 M | 0.32% | 0.45% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/14/2024 | 1.65 M | $171.25 M | 12.13% | 0.41% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 1.47 M | $152.60 M | -1.06% | 0.37% |
| PICTET ASSET MANAGEMENT HOLDING SA | 11/12/2024 | 1.36 M | $141.86 M | -4.59% | 0.34% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/12/2024 | 1.33 M | $137.92 M | -0.62% | 0.33% |
| BOSTON PARTNERS | 11/12/2024 | 1.29 M | $133.70 M | -35.92% | 0.32% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/13/2024 | 1.21 M | $125.93 M | 73.78% | 0.30% |
| SWISS NATIONAL BANK | 11/07/2024 | 1.20 M | $124.73 M | -0.03% | 0.30% |
| UBS GROUP AG | 11/14/2024 | 1.19 M | $123.55 M | -3.41% | 0.30% |
| AVIVA PLC | 11/14/2024 | 1.18 M | $122.69 M | 6.72% | 0.29% |
| JENNISON ASSOCIATES LLC | 11/08/2024 | 1.18 M | $122.50 M | -22.28% | 0.29% |
| NATIONAL PENSION SERVICE | 10/30/2024 | 1.18 M | $122.15 M | 9.87% | 0.29% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 1.13 M | $117.82 M | -1.09% | 0.28% |
| FAYEZ SAROFIM & CO | 11/14/2024 | 1.08 M | $111.80 M | 6.21% | 0.27% |
Otis Worldwide Corporationinstitutional Ownership - FAQ's
During the previous two years, 1412 institutional investors and hedge funds held shares of Otis Worldwide Corporation. The most heavily invested institutionals were:
Bath Savings Trust Co: 0
PSI Advisors, LLC: 0
Partnership Wealth Management, LLC: 0
CWA Asset Management Group, LLC: 0
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 0
Brookstone Capital Management: 0
88.03% of Otis Worldwide Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 397.10 M shares in the last 24 months. This purchase volume represents approximately $36.44 B in transactions.