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

Historical Holders from Q1 2019 to Q4 2025

Symbol
OTIS on NYSE
Type / Class
Equity / Common Stock ($0.01 par value)
Shares outstanding
395,458,208
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
339,073,040
Holdings value
$30,995,677,744
% of all portfolios
0.02%
Number of holders
1,234
Number of buys
472
Number of sells
623
Average buys %
+0.01%
Average sells %
-0%
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% $4,732,577,960 48,584,108 The Vanguard Group 30 Jun 2025
BlackRock, Inc. 6.8% $2,553,396,271 27,083,117 BlackRock, Inc. 31 Mar 2025
ALLIANCEBERNSTEIN L.P. 4.7% -6% $1,772,020,224 -$94,382,671 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 30 Sep 2025 Otis Worldwide Corp - Common Stock ($0.01 par value) (OTIS) has 1,234 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 339,073,040 shares of 395,458,208 outstanding shares and own 86% of the company stock as of 30 Sep 2025.

Top 25 institutional shareholders of Otis Worldwide Corp - Common Stock ($0.01 par value) (OTIS) own 56% of the company based on 13F filings as of 30 Sep 2025

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 12% 48,626,798 +0.08% 0.07% $4,445,948,140
BlackRock, Inc. 8.1% 32,110,777 -1.3% 0.05% $2,935,888,339
ALLIANCEBERNSTEIN L.P. 4.3% 16,938,037 -13% 0.49% $1,548,644,723
STATE STREET CORP 4% 16,006,990 -0.2% 0.05% $1,463,519,096
MORGAN STANLEY 3.3% 13,078,837 -3% 0.07% $1,195,798,425
GEODE CAPITAL MANAGEMENT, LLC 2.7% 10,758,589 +0.8% 0.06% $985,534,445
JPMORGAN CHASE & CO 1.9% 7,521,111 -66% 0.04% $687,663,446
FRANKLIN RESOURCES INC 1.9% 7,419,634 +4.5% 0.17% $678,377,137
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1.8% 7,092,014 +2.6% 0.2% $648,422,841
Fundsmith LLP 1.5% 5,819,151 0% 2.7% $532,044,976
Fiera Capital Corp 1.3% 5,144,223 -3.6% 1.5% $470,336,309
Mitsubishi UFJ Asset Management Co., Ltd. 1.2% 4,778,152 +3.1% 0.31% $436,866,437
PineStone Asset Management Inc. 1.1% 4,516,521 -2.6% 2.6% $412,945,515
BLS CAPITAL FONDSMAEGLERSELSKAB A/S 1.1% 4,452,625 +22% 14% $407,103,504
NORTHERN TRUST CORP 1.1% 4,290,651 -2.3% 0.05% $392,294,220
Invesco Ltd. 1% 4,010,945 -11% 0.06% $366,720,680
D. E. Shaw & Co., Inc. 0.93% 3,658,298 +81% 0.27% $334,478,186
Sarasin & Partners LLP 0.91% 3,610,804 +0.82% 3.2% $329,630,304
WELLINGTON MANAGEMENT GROUP LLP 0.89% 3,529,185 +15% 0.06% $322,673,384
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC 0.82% 3,258,341 -10% 0.06% $297,910,117
T. Rowe Price Investment Management, Inc. 0.79% 3,108,654 +18754% 0.17% $284,225,000
MARSHALL WACE, LLP 0.78% 3,068,281 +7.9% 0.31% $280,532,934
Bank of New York Mellon Corp 0.76% 3,000,452 +7.3% 0.05% $274,331,288
BANK OF AMERICA CORP /DE/ 0.76% 2,996,214 +0.82% 0.02% $273,943,839
Legal & General Group Plc 0.73% 2,903,219 +3.5% 0.06% $265,441,309

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 Investors
2025 Q4 180,519 $16,409,822 -$906,356 $87.35 22
2025 Q3 339,073,040 $30,995,677,744 -$1,211,739,728 $91.43 1,234
2025 Q2 351,308,257 $34,780,589,102 +$259,619,678 $99.02 1,256
2025 Q1 348,781,143 $35,960,500,226 -$1,263,051,933 $103.20 1,229
2024 Q4 362,049,923 $33,528,009,836 +$812,217,423 $92.61 1,201
2024 Q3 351,939,100 $36,584,681,106 +$109,022,683 $103.94 1,187
2024 Q2 353,542,276 $34,034,629,082 +$1,136,692,765 $96.26 1,170
2024 Q1 343,122,091 $34,040,977,151 -$1,083,886,216 $99.27 1,186
2023 Q4 1,864,526 $166,339,406 -$21,114,597 $89.47 15
2023 Q3 349,862,410 $28,092,393,297 -$132,580,453 $80.31 1,065
2023 Q2 347,619,774 $30,937,352,161 -$601,005,367 $89.01 1,095
2023 Q1 354,471,450 $29,899,691,229 +$339,479,080 $84.40 1,067
2022 Q4 353,880,303 $27,711,026,895 +$16,076,655 $78.31 1,076
2022 Q3 343,977,508 $21,972,222,425 +$111,565,544 $63.80 993
2022 Q2 351,891,676 $24,866,124,793 +$212,840,014 $70.67 1,053
2022 Q1 349,855,765 $26,933,408,009 -$161,615,335 $76.95 1,103
2021 Q4 347,086,728 $30,214,171,681 -$431,388,976 $87.07 1,161
2021 Q3 353,700,736 $29,119,542,475 -$87,564,854 $82.28 1,115
2021 Q2 354,702,481 $28,989,135,019 -$1,187,903,119 $81.77 1,111
2021 Q1 371,258,543 $25,405,532,161 -$110,415,185 $68.45 1,092
2020 Q4 370,755,695 $25,032,686,645 +$149,319,067 $67.55 1,117
2020 Q3 363,125,288 $22,660,648,908 +$73,694,948 $62.42 1,071
2020 Q2 366,668,657 $20,846,462,439 +$20,628,957,971 $56.86 1,090
2020 Q1 3,521,368 $175,483,000 +$174,322,028 $49.97 31
2019 Q4 7,471 $611,000 $0 $81.78 1
2019 Q3 7,471 $611,000 $0 $81.78 1
2019 Q2 7,471 $611,000 $0 $81.78 1
2019 Q1 7,471 $611,000 $0 $81.78 1