Security key
68902V107
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 389,195,802
- Total 13F shares
- 368,812,611
- Share change
- +365,250,902
- Total reported value
- $20,968,370,039
- Put/Call ratio
- 94%
- Price per share
- $56.86
- Number of holders
- 1,101
- Value change
- +$20,766,429,818
- Number of buys
- 1,087
- Number of sells
- 14
Report period
Q2 2020
Institutions
1,101
Top holders
10
OTIS full security history
Newer quarter: Q3 2020
Previous quarter: Q1 2020
Otis Worldwide Corp SEC filings
Otis Worldwide Corp company facts
Broader feeds
Reporting periods
Holder history for CUSIP 68902V107
Recent filing periods:
Top shareholders of OTIS - Otis Worldwide Corp - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
0.55%
|
2,139,121
|
$106,956,000 | — | 31 Mar 2020 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.18%
|
700,143
|
$35,008,000 | — | 31 Mar 2020 | |
| Gates Capital Management, Inc. |
13F
|
Company |
0.04%
|
162,988
|
$8,149,000 | — | 31 Mar 2020 | |
| Sandbar Asset Management LLP |
13F
|
Company |
0.02%
|
88,409
|
$4,420,000 | — | 31 Mar 2020 | |
| NN Investment Partners Holdings N.V. |
13F
|
Company |
0.02%
|
64,092
|
$3,204,000 | — | 31 Mar 2020 | |
| MORGAN STANLEY |
13F
|
Company |
0.02%
|
61,320
|
$3,066,000 | — | 31 Mar 2020 | |
| SATURNA CAPITAL CORP |
13F
|
Company |
0.01%
|
35,750
|
$1,697,000 | — | 31 Mar 2020 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.01%
|
31,887
|
$1,594,000 | — | 31 Mar 2020 | |
| COURIER CAPITAL LLC |
13F
|
Company |
0.01%
|
28,102
|
$1,290,000 | — | 31 Mar 2020 | |
| HNP Capital LLC |
13F
|
Company |
0.01%
|
28,102
|
$1,290,000 | — | 31 Mar 2020 | |
| Brown Advisory Securities, LLC |
13F
|
Company |
0.01%
|
21,826
|
$999,000 | — | 31 Mar 2020 | |
| CITIGROUP INC |
13F
|
Company |
0.01%
|
20,227
|
$1,011,000 | — | 31 Mar 2020 | |
| OMERS ADMINISTRATION Corp |
13F
|
Company |
0.01%
|
20,227
|
$1,011,000 | — | 31 Mar 2020 | |
| Valeo Financial Advisors, LLC |
13F
|
Company |
0%
|
15,911
|
$780,000 | — | 31 Mar 2020 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
0%
|
14,982
|
$749,000 | — | 31 Mar 2020 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0%
|
13,702
|
$629,000 | — | 31 Mar 2020 | |
| EASTERLY INVESTMENT PARTNERS LLC |
13F
|
Company |
0%
|
12,188
|
$609,000 | — | 31 Mar 2020 | |
| CAAS CAPITAL MANAGEMENT LP |
13F
|
Company |
0%
|
10,641
|
$532,000 | — | 31 Mar 2020 | |
| Perigon Wealth Management, LLC |
13F
|
Company |
0%
|
10,302
|
$506,000 | — | 31 Mar 2020 | |
| Oliver Luxxe Assets LLC |
13F
|
Company |
0%
|
8,768
|
$387,000 | — | 31 Mar 2020 | |
| CWM, LLC |
13F
|
Company |
0%
|
7,471
|
$611,000 | — | 31 Mar 2020 | |
| Private Wealth Advisors, Inc. |
13F
|
Company |
0%
|
6,883
|
$342,000 | — | 31 Mar 2020 | |
| MEANS INVESTMENT CO., INC. |
13F
|
Company |
0%
|
6,650
|
$313,000 | — | 31 Mar 2020 | |
| Kemper Corp Master Retirement Trust |
13F
|
Company |
0%
|
5,175
|
$263,000 | — | 31 Mar 2020 | |
| TOWNSQUARE CAPITAL LLC |
13F
|
Company |
0%
|
4,712
|
$234,000 | — | 31 Mar 2020 | |
| HighPoint Advisor Group LLC |
13F
|
Company |
0%
|
4,530
|
$216,000 | — | 31 Mar 2020 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
0%
|
1,370
|
$69,000 | — | 31 Mar 2020 | |
| Ameritas Investment Company, LLC |
13F
|
Company |
0%
|
1,199
|
$57,000 | — | 31 Mar 2020 | |
| BELLEVUE ASSET MANAGEMENT, LLC |
13F
|
Company |
0%
|
945
|
$45,000 | — | 31 Mar 2020 | |
| Pacer Advisors, Inc. |
13F
|
Company |
0%
|
890
|
$41,000 | — | 31 Mar 2020 | |
| Front Row Advisors LLC |
13F
|
Company |
0%
|
276
|
$14,000 | — | 31 Mar 2020 | |
| Stonebridge Financial Planning Group, LLC |
13F
|
Company |
0%
|
50
|
$2,000 | — | 31 Mar 2020 |
Institutional Holders of Otis Worldwide Corp - Common Stock (OTIS) as of Q2 2020
As of 30 Jun 2020,
Otis Worldwide Corp - Common Stock (OTIS) was held by
1,101 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
368,812,611 shares.
The largest 10 holders included
VANGUARD GROUP INC, STATE STREET CORP, BlackRock Inc., MASSACHUSETTS FINANCIAL SERVICES CO /MA/, CREDIT SUISSE AG/, FIERA CAPITAL CORP, Dodge & Cox, Capital Research Global Investors, GEODE CAPITAL MANAGEMENT, LLC, and BANK OF AMERICA CORP /DE/.
This page lists
1,103
institutional shareholders reporting positions in this security
for the Q2 2020 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2020 vs Q1 2020 Across Filers
Q1 2020 holders
31
Q2 2020 holders
1,101
Holder diff
1,070
| Investor | Q1 2020 Shares | Q2 2020 Shares | Share Diff | Share Chg % | Q1 2020 Value $ | Q2 2020 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.