OTIS Institutional Ownership & Shareholders
OTIS WORLDWIDE CORP (OTIS) is currently held by 1,203 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $24.32B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of OTIS tracked by InsiderSet, reporting ownership valued at approximately $2.26B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.40B, representing an estimated gain of +5.80% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 44% of the total disclosed OTIS value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Capital Management Llc, Vanguard Portfolio Management Llc, and several other long-term asset managers with concentrated positions in OTIS WORLDWIDE CORP (OTIS).
This page ranks the largest institutional OTIS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,203
Total Reported Value
$24.32B
Largest Holder
Blackrock, Inc.
Largest Position
$2.26B
Insider Transactions (90d)
4
Latest Filing Quarter
Q2 2026
New Institutional Positions
22
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.03% | 31,620,354 | $2,264,017,395 | $2,395,241,816 | +$131,224,421 | +5.80% | |
| Vanguard Capital Management Llc | 0.04% | 25,061,198 | $1,794,381,777 | $1,898,385,749 | +$104,003,972 | +5.80% | |
| Vanguard Portfolio Management Llc | 0.06% | 19,956,721 | $1,428,901,224 | $1,511,721,616 | +$82,820,392 | +5.80% | |
| State Street Corp | 0.04% | 16,664,994 | $1,193,213,570 | $1,262,373,296 | +$69,159,726 | +5.80% | |
| Geode Capital Management, Llc | 0.05% | 12,589,525 | $906,426,392 | $953,656,519 | +$47,230,127 | +5.21% | |
| Morgan Stanley | 0.04% | 10,964,838 | $785,082,575 | $830,586,479 | +$45,503,904 | +5.80% | |
| Fmr Llc | 0.03% | 10,109,592 | $723,846,712 | $765,801,594 | +$41,954,882 | +5.80% | |
| Norges Bank | 0.06% | 8,602,119 | $615,911,720 | $651,610,514 | +$35,698,794 | +5.80% | |
| Clearbridge Investments, Llc | 0.44% | 7,461,546 | $534,246,702 | $565,212,110 | +$30,965,408 | +5.80% | |
| Price T Rowe Associates Inc | 0.04% | 6,104,625 | $437,092,000 | $462,425,344 | +$25,333,344 | +5.80% | |
| Mitsubishi Ufj Asset Management Co., Ltd. | 0.23% | 5,918,140 | $423,738,824 | $448,299,105 | +$24,560,281 | +5.80% | |
| D. E. Shaw & Co., Inc. | 0.24% | 5,439,203 | $389,446,935 | $412,019,627 | +$22,572,692 | +5.80% | |
| Independent Franchise Partners Llp | 2.42% | 5,152,104 | $368,890,646 | $390,271,878 | +$21,381,232 | +5.80% | |
| Aqr Capital Management Llc | 0.12% | 4,625,150 | $331,160,737 | $350,355,113 | +$19,194,376 | +5.80% | |
| Massachusetts Financial Services Co | 0.10% | 4,103,431 | $303,900,643 | $310,834,898 | +$6,934,255 | +2.28% | |
| Fiera Capital Corp | 1.08% | 4,138,739 | $296,333,712 | $313,509,479 | +$17,175,767 | +5.80% | |
| Van Eck Associates Corp | 0.17% | 3,993,011 | $285,899,588 | $302,470,583 | +$16,570,995 | +5.80% | |
| Invesco Ltd. | 0.02% | 3,953,975 | $283,104,624 | $299,513,606 | +$16,408,982 | +5.80% | |
| Northern Trust Corp | 0.03% | 3,900,999 | $279,311,528 | $295,500,674 | +$16,189,146 | +5.80% | |
| Bls Capital Fondsmaeglerselskab A/S | 10.72% | 3,885,445 | $278,197,862 | $294,322,459 | +$16,124,597 | +5.80% | |
| Pinestone Asset Management Inc. | 1.69% | 4,044,954 | $260,171,441 | $306,405,266 | +$46,233,825 | +17.77% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.05% | 3,310,369 | $255,163,243 | $250,760,452 | -$4,402,791 | -1.73% | |
| Wellington Management Group Llp | 0.04% | 3,335,941 | $238,853,376 | $252,697,531 | +$13,844,155 | +5.80% | |
| Goldman Sachs Group Inc | 0.02% | 3,165,336 | $226,638,085 | $239,774,202 | +$13,136,117 | +5.80% | |
| Two Sigma Investments, Lp | 0.17% | 3,138,794 | $224,737,650 | $237,763,646 | +$13,025,996 | +5.80% | |
| Canada Pension Plan Investment Board | 0.12% | 3,114,562 | $223,002,639 | $235,928,072 | +$12,925,433 | +5.80% | |
| Jpmorgan Chase & Co | 0.01% | 3,021,264 | $220,310,622 | $228,860,748 | +$8,550,126 | +3.88% | |
| Capital Research Global Investors | 0.03% | 2,896,828 | $207,412,885 | $219,434,721 | +$12,021,836 | +5.80% | |
| Canoe Financial Lp | 2.56% | 3,188,862 | $205,617,822 | $241,556,297 | +$35,938,475 | +17.48% | |
| Bank Of New York Mellon Corp | 0.03% | 2,741,590 | $196,297,801 | $207,675,443 | +$11,377,642 | +5.80% | |
| Bank Of America Corp | 0.01% | 2,642,922 | $189,233,221 | $200,201,342 | +$10,968,121 | +5.80% | |
| Charles Schwab Investment Management Inc | 0.02% | 2,480,957 | $177,636,521 | $187,932,493 | +$10,295,972 | +5.80% | |
| Legal & General Group Plc | 0.04% | 2,479,254 | $177,514,583 | $187,803,491 | +$10,288,908 | +5.80% | |
| Schroder Investment Management Group | 0.13% | 2,468,392 | $176,736,867 | $186,980,694 | +$10,243,827 | +5.80% | |
| Clean Energy Transition Llp | 11.49% | 2,305,007 | $165,038,501 | $174,604,280 | +$9,565,779 | +5.80% | |
| Guinness Asset Management Ltd | 2.67% | 2,202,384 | $157,637,603 | $166,830,588 | +$9,192,985 | +5.83% | |
| Vanguard Fiduciary Trust Co | 0.03% | 2,154,445 | $154,258,262 | $163,199,209 | +$8,940,947 | +5.80% | |
| Primecap Management Co/Ca/ | 0.09% | 2,055,440 | $147,169,504 | $155,699,580 | +$8,530,076 | +5.80% | |
| Dimensional Fund Advisors Lp | 0.03% | 1,963,270 | $140,593,215 | $148,717,703 | +$8,124,488 | +5.78% | |
| Citadel Advisors Llc | 0.08% | 1,953,085 | $139,840,886 | $147,946,189 | +$8,105,303 | +5.80% | |
| Ubs Group Ag | 0.02% | 1,908,190 | $136,626,403 | $144,545,393 | +$7,918,990 | +5.80% | |
| Bank Of Montreal | 0.05% | 1,906,445 | $136,501,463 | $144,413,209 | +$7,911,746 | +5.80% | |
| Uss Investment Management Ltd | 0.45% | 1,759,239 | $125,952,716 | $133,262,354 | +$7,309,638 | +5.80% | |
| Deutsche Bank Ag\ | 0.04% | 1,718,901 | $123,073,312 | $130,206,751 | +$7,133,439 | +5.80% | |
| Royal Bank Of Canada | 0.02% | 1,692,479 | $121,180,000 | $128,205,284 | +$7,025,284 | +5.80% | |
| Renaissance Technologies LLC | Jim Simons | 0.16% | 1,584,200 | $113,428,720 | $120,003,150 | +$6,574,430 | +5.80% |
| Man Group Plc | 0.19% | 1,475,345 | $105,634,702 | $111,757,384 | +$6,122,682 | +5.80% | |
| Lazard Freres Gestion S.A.S. | 1.76% | 1,417,110 | $101,465,000 | $107,346,083 | +$5,881,083 | +5.80% | |
| Alliancebernstein L.P. | 0.03% | 1,305,675 | $100,641,429 | $98,904,881 | -$1,736,548 | -1.73% | |
| Pacer Advisors, Inc. | 0.25% | 1,367,999 | $97,949,000 | $103,625,924 | +$5,676,924 | +5.80% |
Frequently asked questions about OTIS
Who are the largest institutional holders of OTIS?
The largest institutional holders of OTIS reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Capital Management Llc, Vanguard Portfolio Management Llc, State Street Corp, and Geode Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported OTIS position.
What is OTIS institutional ownership?
This page tracks OTIS positions reported by institutional investment managers through SEC Form 13F. OTIS WORLDWIDE CORP (OTIS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OTIS?
InsiderSet currently tracks 1,203 institutional managers reporting OTIS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of OTIS shareholders.
How much OTIS stock do institutions own?
Institutional investment managers disclosed approximately $24.32B in OTIS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OTIS institutional ownership last updated?
The latest OTIS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional OTIS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its OTIS position after the reporting date.
Are institutions buying or selling OTIS?
Institutional buying and selling can be analyzed by comparing OTIS positions across consecutive 13F reporting periods. InsiderSet's OTIS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OTIS ownership changes.
How has OTIS institutional ownership changed over time?
InsiderSet tracks OTIS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.