Security key
68902V107
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 389,195,802
- Total 13F shares
- 354,969,974
- Share change
- +3,772,088
- Total reported value
- $29,941,709,224
- Put/Call ratio
- 182%
- Price per share
- $84.40
- Number of holders
- 1,083
- Value change
- +$334,850,229
- Number of buys
- 415
- Number of sells
- 497
Report period
Q1 2023
Institutions
1,083
Top holders
10
OTIS full security history
Newer quarter: Q2 2023
Previous quarter: Q4 2022
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 first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings 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 |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
10%
|
39,713,309
|
$3,109,949,227 | — | 31 Dec 2022 | |
| BlackRock Finance, Inc. |
13F
|
Company |
9%
|
35,205,624
|
$2,756,952,435 | — | 31 Dec 2022 | |
| STATE STREET CORP |
13F
|
Company |
4.1%
|
15,950,278
|
$1,249,066,270 | — | 31 Dec 2022 | |
| MORGAN STANLEY |
13F
|
Company |
3.4%
|
13,210,697
|
$1,034,529,794 | — | 31 Dec 2022 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.5%
|
9,826,431
|
$769,080,000 | — | 31 Dec 2022 | |
| Fiera Capital Corp |
13F
|
Company |
2.4%
|
9,328,569
|
$730,520,239 | — | 31 Dec 2022 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
2.3%
|
9,105,845
|
$713,078,722 | — | 31 Dec 2022 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
2.1%
|
8,316,406
|
$651,257,753 | — | 31 Dec 2022 | |
| Capital Research Global Investors |
13F
|
Company |
1.9%
|
7,503,914
|
$587,631,505 | — | 31 Dec 2022 | |
| Invesco Ltd. |
13F
|
Company |
1.7%
|
6,687,964
|
$523,734,462 | — | 31 Dec 2022 | |
| Fundsmith LLP |
13F
|
Company |
1.6%
|
6,280,677
|
$491,839,816 | — | 31 Dec 2022 | |
| BLS CAPITAL FONDSMAEGLERSELSKAB A/S |
13F
|
Company |
1.5%
|
5,979,194
|
$468,230,682 | — | 31 Dec 2022 | |
| Boston Partners |
13F
|
Company |
1.4%
|
5,398,210
|
$423,759,626 | — | 31 Dec 2022 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
1.3%
|
5,225,931
|
$409,242,656 | — | 31 Dec 2022 | |
| DODGE & COX |
13F
|
Company |
1.3%
|
5,223,222
|
$409,030,515 | — | 31 Dec 2022 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
1.2%
|
4,730,094
|
$370,413,670 | — | 31 Dec 2022 | |
| NORGES BANK |
13F
|
Company |
1.2%
|
4,724,974
|
$370,012,714 | — | 31 Dec 2022 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.2%
|
4,621,940
|
$361,944,121 | — | 31 Dec 2022 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.1%
|
4,312,013
|
$337,674,000 | — | 31 Dec 2022 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.1%
|
4,101,900
|
$321,219,759 | — | 31 Dec 2022 | |
| FMR LLC |
13F
|
Company |
1%
|
3,978,187
|
$311,531,845 | — | 31 Dec 2022 | |
| CIBC Private Wealth Group LLC |
13F
|
Company |
0.91%
|
3,535,363
|
$261,288,830 | — | 31 Dec 2022 | |
| LAZARD ASSET MANAGEMENT LLC |
13F
|
Company |
0.88%
|
3,423,992
|
$268,132,000 | — | 31 Dec 2022 | |
| PARNASSUS INVESTMENTS, LLC |
13F
|
Company |
0.85%
|
3,319,482
|
$259,948,635 | — | 31 Dec 2022 | |
| Grantham, Mayo, Van Otterloo & Co. LLC |
13F
|
Company |
0.85%
|
3,302,581
|
$258,625,118 | — | 31 Dec 2022 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.85%
|
3,288,933
|
$257,557,000 | — | 31 Dec 2022 | |
| Sarasin & Partners LLP |
13F
|
Company |
0.77%
|
3,011,640
|
$235,841,500 | — | 31 Dec 2022 | |
| Mitsubishi UFJ Asset Management Co., Ltd. |
13F
|
Company |
0.76%
|
2,968,527
|
$234,869,856 | — | 31 Dec 2022 | |
| Legal & General Group Plc |
13F
|
Company |
0.75%
|
2,911,720
|
$228,017,577 | — | 31 Dec 2022 | |
| AKO CAPITAL LLP |
13F
|
Company |
0.73%
|
2,826,444
|
$221,339,000 | — | 31 Dec 2022 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.69%
|
2,697,446
|
$211,246,000 | — | 31 Dec 2022 | |
| BROWN ADVISORY INC |
13F
|
Company |
0.61%
|
2,365,540
|
$185,245,447 | — | 31 Dec 2022 | |
| Deccan Value Investors L.P. |
13F
|
Individual |
0.61%
|
2,360,102
|
$184,819,588 | — | 31 Dec 2022 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.6%
|
2,329,206
|
$182,400,121 | — | 31 Dec 2022 | |
| LONDON CO OF VIRGINIA |
13F
|
Company |
0.58%
|
2,245,609
|
$175,853,640 | — | 31 Dec 2022 | |
| VONTOBEL ASSET MANAGEMENT INC |
13F
|
Company |
0.58%
|
2,244,191
|
$188,515,793 | — | 31 Dec 2022 | |
| MENORA MIVTACHIM HOLDINGS LTD. |
13F
|
Company |
0.57%
|
2,224,176
|
$174,175,223 | — | 31 Dec 2022 | |
| OMERS ADMINISTRATION Corp |
13F
|
Company |
0.56%
|
2,177,048
|
$170,484,629 | — | 31 Dec 2022 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.54%
|
2,110,947
|
$165,308,260 | — | 31 Dec 2022 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.54%
|
2,105,420
|
$164,875,441 | — | 31 Dec 2022 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
0.52%
|
2,021,302
|
$158,288,161 | — | 31 Dec 2022 | |
| Gates Capital Management, Inc. |
13F
|
Company |
0.51%
|
1,987,622
|
$155,650,679 | — | 31 Dec 2022 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.51%
|
1,986,996
|
$155,601,633 | — | 31 Dec 2022 | |
| PUTNAM INVESTMENTS LLC |
13F
|
Company |
0.49%
|
1,910,954
|
$149,646,808 | — | 31 Dec 2022 | |
| LOS ANGELES CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.47%
|
1,843,837
|
$144,390,875 | — | 31 Dec 2022 | |
| Swiss National Bank |
13F
|
Company |
0.44%
|
1,708,343
|
$133,780,340 | — | 31 Dec 2022 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
0.43%
|
1,688,408
|
$132,219,230 | — | 31 Dec 2022 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
0.43%
|
1,663,461
|
$130,265,631 | — | 31 Dec 2022 | |
| FUNDSMITH INVESTMENT SERVICES LTD. |
13F
|
Company |
0.42%
|
1,627,368
|
$127,439,188 | — | 31 Dec 2022 | |
| PRIMECAP MANAGEMENT CO/CA/ |
13F
|
Company |
0.42%
|
1,626,841
|
$127,397,919 | — | 31 Dec 2022 |
Institutional Holders of Otis Worldwide Corp - Common Stock (OTIS) as of Q1 2023
As of 31 Mar 2023,
Otis Worldwide Corp - Common Stock (OTIS) was held by
1,083 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
354,969,974 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock Inc., STATE STREET CORP, MORGAN STANLEY, GEODE CAPITAL MANAGEMENT, LLC, ALLIANCEBERNSTEIN L.P., Fiera Capital Corp, Capital Research Global Investors, MASSACHUSETTS FINANCIAL SERVICES CO /MA/, and Invesco Ltd..
This page lists
1,085
institutional shareholders reporting positions in this security
for the Q1 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2023 vs Q4 2022 Across Filers
Q4 2022 holders
1,091
Q1 2023 holders
1,083
Holder diff
-8
| Investor | Q4 2022 Shares | Q1 2023 Shares | Share Diff | Share Chg % | Q4 2022 Value $ | Q1 2023 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.