Otis Worldwide Corp - Common Stock ($0.01 par value) (OTIS) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2019 to Q4 2025

Type / Class
Equity / Common Stock ($0.01 par value)
Symbol
OTIS on NYSE
Shares outstanding
395,458,208
Price per share
$87.16
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
351,676,548
Total reported value
$30,730,029,081
% of total 13F portfolios
0.02%
Share change
+10,570,557
Value change
+$917,361,155
Number of holders
1,270
Price from insider filings
$87.16
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Otis Worldwide Corp - Common Stock ($0.01 par value) (OTIS) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VANGUARD GROUP INC 12% $4,810,798,374 48,584,108 The Vanguard Group 30 Jun 2025
BlackRock, Inc. 6.8% $2,570,187,803 27,083,117 BlackRock, Inc. 31 Mar 2025
ALLIANCEBERNSTEIN L.P. 4.7% -6% $1,783,673,306 -$95,003,346 18,795,293 -5.1% AllianceBernstein L.P. 31 Mar 2025
JPMORGAN CHASE & CO 2.4% -52% $820,306,871 -$1,071,568,561 9,490,997 -57% JPMORGAN CHASE & CO. 29 Aug 2025

As of 31 Dec 2025, 1,270 institutional investors reported holding 351,676,548 shares of Otis Worldwide Corp - Common Stock ($0.01 par value) (OTIS). This represents 89% of the company’s total 395,458,208 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Otis Worldwide Corp - Common Stock ($0.01 par value) (OTIS) together control 56% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 12% 48,636,836 +0.02% 0.06% $4,248,427,625
BlackRock, Inc. 8.5% 33,577,608 +4.6% 0.05% $2,933,004,059
STATE STREET CORP 4.1% 16,128,197 +0.76% 0.05% $1,408,798,008
ALLIANCEBERNSTEIN L.P. 3.8% 15,186,158 -10% 0.42% $1,326,510,901
MORGAN STANLEY 3.2% 12,675,066 -3.1% 0.07% $1,107,167,101
GEODE CAPITAL MANAGEMENT, LLC 2.7% 10,788,225 +0.28% 0.06% $945,020,033
NORGES BANK 2.2% 8,816,541 0.08% $770,124,856
FRANKLIN RESOURCES INC 2% 7,842,153 +5.7% 0.17% $685,012,096
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1.7% 6,843,069 -3.5% 0.19% $597,742,077
JPMORGAN CHASE & CO 1.5% 6,033,991 -20% 0.04% $527,069,229
Fiera Capital Corp 1.3% 5,020,052 -2.4% 1.4% $438,501,543
Mitsubishi UFJ Asset Management Co., Ltd. 1.2% 4,685,310 -1.9% 0.28% $413,900,285
PineStone Asset Management Inc. 1.2% 4,679,997 +3.6% 2.5% $408,797,738
BLS CAPITAL FONDSMAEGLERSELSKAB A/S 1.2% 4,678,538 +5.1% 14% $408,670,294
NORTHERN TRUST CORP 1% 4,095,529 -4.5% 0.05% $357,744,458
VAN ECK ASSOCIATES CORP 1% 4,002,589 +98% 0.29% $349,626,000
Invesco Ltd. 0.99% 3,904,596 -2.7% 0.05% $341,066,463
WELLINGTON MANAGEMENT GROUP LLP 0.91% 3,612,811 +2.4% 0.06% $315,579,041
MARSHALL WACE, LLP 0.82% 3,252,137 +6% 0.27% $284,074,171
Fundsmith LLP 0.79% 3,112,380 -47% 1.6% $271,866,393
BANK OF AMERICA CORP /DE/ 0.78% 3,080,690 +2.8% 0.02% $269,098,257
D. E. Shaw & Co., Inc. 0.77% 3,055,498 -16% 0.2% $266,897,751
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.76% 2,991,869 -8.2% 0.06% $261,339,755
CIBC Private Wealth Group LLC 0.72% 2,850,031 -1.4% 0.42% $248,950,237
Capital Research Global Investors 0.72% 2,843,926 +0.64% 0.05% $248,416,936

Institutional Holders of Otis Worldwide Corp - Common Stock ($0.01 par value) (OTIS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 351,676,548 $30,730,029,081 +$917,361,155 $87.35 1,270
2025 Q3 339,345,679 $31,020,373,012 -$1,208,237,243 $91.43 1,241
2025 Q2 351,308,257 $34,780,589,102 +$259,619,607 $99.02 1,256
2025 Q1 349,031,118 $35,986,324,895 -$1,262,611,752 $103.20 1,233
2024 Q4 362,360,091 $33,556,077,249 +$160,592,779 $92.61 1,218
2024 Q3 359,145,773 $37,333,752,955 +$856,289,436 $103.94 1,189
2024 Q2 353,186,652 $33,999,798,687 +$452,330,999 $96.26 1,180
2024 Q1 349,739,326 $34,697,870,424 -$436,386,893 $99.27 1,192
2023 Q4 356,481,253 $31,877,803,610 -$94,263,022 $89.47 1,182
2023 Q3 357,087,335 $28,672,635,522 -$86,862,038 $80.31 1,085
2023 Q2 358,290,154 $31,887,102,804 -$60,145,769 $89.01 1,113
2023 Q1 354,969,974 $29,941,709,224 +$334,850,229 $84.40 1,083
2022 Q4 354,742,867 $27,778,608,989 +$218,689,473 $78.31 1,091
2022 Q3 352,751,653 $22,505,820,734 -$65,807,186 $63.80 1,017
2022 Q2 352,910,856 $24,947,524,134 +$229,400,906 $70.67 1,071
2022 Q1 350,740,061 $27,001,125,881 -$165,954,289 $76.95 1,121
2021 Q4 352,770,750 $30,709,063,631 -$159,049,621 $87.07 1,175
2021 Q3 353,900,141 $29,135,975,662 -$79,979,190 $82.28 1,118
2021 Q2 355,154,935 $29,026,167,016 -$1,171,939,063 $81.77 1,115
2021 Q1 371,418,029 $25,416,496,857 -$78,078,680 $68.45 1,102
2020 Q4 372,433,399 $25,146,018,264 +$161,749,216 $67.55 1,135
2020 Q3 368,896,009 $23,020,810,665 +$33,922,029 $62.42 1,084
2020 Q2 368,812,611 $20,968,370,039 +$20,766,429,818 $56.86 1,101
2020 Q1 3,521,368 $175,483,000 +$174,322,000 $49.97 31
2019 Q4 7,471 $611,000 $81.78 1
2019 Q3 7,471 $611,000 $81.78 1
2019 Q2 7,471 $611,000 $81.78 1
2019 Q1 7,471 $611,000 $81.78 1