Otis Worldwide Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 48.64 M | $4.25 B | 0.02% | 12.35% |
| MORGAN STANLEY | 02/13/2026 | 12.68 M | $1.11 B | -3.09% | 3.22% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 10.79 M | $945.02 M | 0.28% | 2.74% |
| NORGES BANK | 02/10/2026 | 8.82 M | $770.12 M | 100.00% | 2.24% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 01/22/2026 | 6.84 M | $597.74 M | -3.51% | 1.74% |
| FIERA CAPITAL CORP | 02/11/2026 | 5.02 M | $438.50 M | -2.41% | 1.28% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 02/03/2026 | 4.69 M | $413.90 M | -1.94% | 1.19% |
| STONEPINE ASSET MANAGEMENT INC. | 01/15/2026 | 4.68 M | $408.80 M | 3.62% | 1.19% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 2.99 M | $261.34 M | -8.18% | 0.76% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 02/11/2026 | 2.84 M | $248.42 M | 0.64% | 0.72% |
| CANOE FINANCIAL LP | 01/14/2026 | 2.79 M | $243.52 M | 15.59% | 0.71% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 2.74 M | $239.12 M | -8.76% | 0.70% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 2.73 M | $238.66 M | -5.89% | 0.69% |
| SARASIN & PARTNERS LLP | 01/08/2026 | 2.53 M | $221.40 M | -29.81% | 0.64% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 2.37 M | $207.27 B | 0.36% | 0.60% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 2.29 M | $199.72 M | 18.54% | 0.58% |
| UBS GROUP AG | 01/29/2026 | 1.91 M | $167.10 M | -3.72% | 0.49% |
| LAZARD FRERES GESTION S.A.S. | 02/06/2026 | 1.31 M | $114.36 M | 21.91% | 0.33% |
| BROWN BROTHERS HARRIMAN & CO | 02/12/2026 | 1.22 M | $106.21 B | -28.58% | 0.31% |
| ASSENAGON ASSET MANAGEMENT S.A. | 01/09/2026 | 1.20 M | $104.97 M | 116.56% | 0.31% |
| BARCLAYS PLC | 02/13/2026 | 1.15 M | $100.35 M | 8.63% | 0.29% |
| SCHARF INVESTMENTS, LLC | 01/15/2026 | 1.15 M | $100.02 M | 43.02% | 0.29% |
| CLEARBRIDGE INVESTMENTS, LLC | 02/11/2026 | 1.12 M | $97.42 M | -3.06% | 0.28% |
| BANK OF MONTREAL /CAN/ | 02/12/2026 | 1.07 M | $93.81 M | 252.02% | 0.27% |
| CITIGROUP INC | 02/13/2026 | 1.04 M | $90.95 M | 47.99% | 0.26% |
| PICTET ASSET MANAGEMENT HOLDING SA | 01/29/2026 | 942.17 K | $82.30 M | 4.36% | 0.24% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/23/2026 | 882.87 K | $77.12 M | -3.38% | 0.22% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 703.18 K | $61.42 M | -5.45% | 0.18% |
| FISHER ASSET MANAGEMENT, LLC | 02/09/2026 | 624.00 K | $54.51 M | -3.83% | 0.16% |
| NATIONAL PENSION SERVICE | 02/10/2026 | 616.14 K | $53.82 M | -2.95% | 0.16% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 591.49 K | $51.67 M | -5.67% | 0.15% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 586.70 K | $51.25 M | 18.74% | 0.15% |
| 02/02/2026 | 557.40 K | $49.06 M | 100.00% | 0.14% | |
| ANCHOR CAPITAL ADVISORS LLC | 02/10/2026 | 543.86 K | $47.51 M | -3.23% | 0.14% |
| SEI INVESTMENTS CO | 02/13/2026 | 521.35 K | $45.54 M | 27.46% | 0.13% |
| SG AMERICAS SECURITIES, LLC | 01/09/2026 | 499.18 K | $43.60 M | 12,345.20% | 0.13% |
| RAILWAY PENSION INVESTMENTS LTD | 02/10/2026 | 470.10 K | $41.06 M | 0.00% | 0.12% |
| MITSUBISHI UFJ TRUST & BANKING CORP | 01/30/2026 | 462.23 K | $40.38 M | 9.43% | 0.12% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 437.20 K | $38.19 M | 1.23% | 0.11% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 415.08 K | $36.25 M | -6.96% | 0.11% |
| RATHBONES GROUP PLC | 02/06/2026 | 391.19 K | $34.17 M | -11.50% | 0.10% |
| J. SAFRA SARASIN HOLDING AG | 01/15/2026 | 361.17 K | $31.55 M | -1.86% | 0.09% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 352.10 K | $30.76 M | -5.09% | 0.09% |
| NATIXIS ADVISORS, L.P. | 02/10/2026 | 332.18 K | $29.02 M | -11.75% | 0.08% |
| ABRDN PLC | 01/16/2026 | 326.40 K | $28.51 M | -2.12% | 0.08% |
| DAVIDSON INVESTMENT ADVISORS | 01/27/2026 | 288.57 K | $25.21 M | 0.23% | 0.07% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 01/30/2026 | 287.36 K | $25.10 M | -0.07% | 0.07% |
| KBC GROUP NV | 01/26/2026 | 276.15 K | $24.12 M | 4.22% | 0.07% |
| KLP KAPITALFORVALTNING AS | 01/28/2026 | 266.44 K | $23.27 M | 0.26% | 0.07% |
| ING GROEP NV | 02/11/2026 | 250.37 K | $21.87 M | 175.92% | 0.06% |
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Otis Worldwide Corp institutional Ownership - FAQ's
During the previous two years, 1324 institutional investors and hedge funds held shares of Otis Worldwide Corp. The most heavily invested institutionals were:
VANGUARD GROUP INC: 48.64 M
MORGAN STANLEY: 12.68 M
GEODE CAPITAL MANAGEMENT, LLC: 10.79 M
NORGES BANK: 8.82 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 6.84 M
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.: 4.69 M
51.46% of Otis Worldwide Corp stock is owned by institutional investors.
Institutional investors have bought a total of 277.07 M shares in the last 24 months. This purchase volume represents approximately $24.89 B in transactions.