Institutional Ownership Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS). We have compiled data on the 1,369 institutions that hold shares in the stock, with a total of 353 Million shares, which have been reported (via 13F filing form) to have a value of $35.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
2,333,808
shares
|
$236 Million
0.05% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
2,292,839
shares
|
$232 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Uss Investment Management LTD
|
May 14, 2025 Q1 2025 |
2,273,604
shares
|
$230 Million
1.84% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
London CO Of Virginia
Richmond, VA |
May 15, 2025 Q1 2025 |
2,153,047
shares
|
$217 Million
1.32% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
1,940,449
shares
|
$196 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
1,918,123
shares
|
$194 Million
0.03% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,887,720
shares
|
$191 Million
0.38% of portfolio
|
Q1 2025
Reduced 38.44%
|
|
|
Primecap Management CO
Pasadena, CA |
May 09, 2025 Q1 2025 |
1,803,131
shares
|
$182 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
May 15, 2025 Q1 2025 |
1,725,326
shares
|
$174 Million
2.54% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
1,571,340
shares
|
$159 Million
0.07% of portfolio
|
Q4 2024
Added 7.9%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
1,535,994
shares
|
$155 Million
0.15% of portfolio
|
Q1 2024
Reduced 21.96%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
1,510,526
shares
|
$153 Million
0.16% of portfolio
|
Q2 2023
Reduced 12.79%
|
|
|
Canoe Financial LP
Calgary, A0 |
Jul 10, 2025 Q2 2025 |
1,471,094
shares
|
$149 Million
2.08% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
1,454,650
shares
|
$147 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.13%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1,362,921
shares
|
$138 Million
0.2% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
May 15, 2025 Q1 2025 |
1,331,686
shares
|
$134 Million
0.58% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
1,321,913
shares
|
$133 Million
0.12% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
1,189,263
shares
|
$120 Million
0.04% of portfolio
|
Q1 2025
Added 34.83%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
1,126,543
shares
|
$114 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
1,113,313
shares
|
$112 Million
0.3% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Aviva PLC
|
May 15, 2025 Q1 2025 |
1,102,994
shares
|
$111 Million
0.29% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Menora Mivtachim Holdings Ltd.
|
May 13, 2025 Q1 2025 |
1,099,996
shares
|
$111 Million
0.74% of portfolio
|
Q1 2025
Reduced 54.91%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
1,088,274
shares
|
$110 Million
0.83% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
1,058,273
shares
|
$107 Million
0.14% of portfolio
|
Q1 2025
Added 17.01%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
1,050,999
shares
|
$106 Million
0.13% of portfolio
|
Q1 2025
Reduced 18.99%
|