OTIS WORLDWIDE CORP (OTIS) Institutional Ownership Changes & 13F Activity
OTIS WORLDWIDE CORP (OTIS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include J. Stern & Co. Llp, Alliancebernstein L.P., Price T Rowe Associates Inc, Fmr Llc, and Canada Pension Plan Investment Board.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Op Asset Management Ltd | Sell | -2,000 | -3.8% | 50,070 | $3.86M | Q1 2026 | Sep 28, 2026 |
| M&T Bank Corp | Buy | +124,251 | +538.8% | 147,312 | $11.36M | Q1 2026 | Sep 04, 2026 |
| Cornerstone Financial Management Llc | Buy | +27 | +38.0% | 98 | $7.55K | Q1 2026 | Aug 28, 2026 |
| Ensign Peak Advisors, Inc | Buy | +28,651 | +28.6% | 128,773 | $9.93M | Q1 2026 | Aug 18, 2026 |
| Mirae Asset Global Investments Co., Ltd. | Buy | +12,125 | +17.3% | 82,256 | $6.34M | Q1 2026 | Aug 12, 2026 |
| Algert Global Llc | Buy | +16,627 | +192.2% | 25,277 | $1.95M | Q1 2026 | Aug 11, 2026 |
| Brighton Jones Llc | Buy | +6,338 | — | 6,338 | $488.52K | Q1 2026 | Aug 07, 2026 |
| Wells Fargo & Company/Mn | Buy | +152,795 | +25.8% | 744,284 | $57.37M | Q1 2026 | Jul 08, 2026 |
| Western Wealth Management, Llc | Buy | +12,471 | — | 12,471 | $961.29K | Q1 2026 | May 19, 2026 |
| Orographic Financial Advisors, Llc | Buy | +3,259 | — | 3,259 | $251.00K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Sell | -441,135 | -14.3% | 2,639,555 | $203.46M | Q1 2026 | May 18, 2026 |
| Amundi | Sell | -131,000 | -6.5% | 1,886,423 | $145.41M | Q1 2026 | May 18, 2026 |
| California State Teachers Retirement System | Sell | -16,673 | -2.6% | 627,151 | $48.34M | Q1 2026 | May 18, 2026 |
| Ashton Thomas Securities, Llc | Buy | +8,310 | +31.4% | 34,772 | $2.68M | Q1 2026 | May 18, 2026 |
| Strategic Investment Advisors / Mi | Buy | +1,611 | — | 1,611 | $124.21K | Q1 2026 | May 18, 2026 |
| South Dakota Investment Council | Buy | +1,350 | — | 1,350 | $104.00K | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Buy | +265 | +3.2% | 8,501 | $655.21K | Q1 2026 | May 18, 2026 |
| Centaurus Financial, Inc. | Buy | +101 | +5.6% | 1,896 | $146.00K | Q1 2026 | May 18, 2026 |
| Strategic Planning, Inc. | Buy | +17 | +0.5% | 3,352 | $258.39K | Q1 2026 | May 18, 2026 |
| Arete Wealth Advisors, Llc | Buy | +3 | +0.0% | 21,011 | $1.62M | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | Buy | +1 | +0.5% | 204 | $15.69K | Q1 2026 | May 18, 2026 |
| J. Stern & Co. Llp | Sell | -38,225,103 | -99.0% | 394,865 | $30.44M | Q1 2026 | May 15, 2026 |
| Alliancebernstein L.P. | Sell | -11,360,666 | -74.8% | 3,825,492 | $334.16M | Q1 2026 | May 15, 2026 |
| Price T Rowe Associates Inc | Buy | +8,247,015 | +1393.0% | 8,839,030 | $681.31M | Q1 2026 | May 15, 2026 |
| Fmr Llc | Buy | +5,294,456 | +197.2% | 7,979,132 | $615.03M | Q1 2026 | May 15, 2026 |
| Canada Pension Plan Investment Board | Buy | +2,661,453 | +444.3% | 3,260,413 | $251.31M | Q1 2026 | May 15, 2026 |
| Marshall Wace, Llp | Sell | -2,644,198 | -81.3% | 607,939 | $46.86M | Q1 2026 | May 15, 2026 |
| Millennium Management Llc | Sell | -2,298,930 | -96.3% | 88,536 | $6.82M | Q1 2026 | May 15, 2026 |
| Geode Capital Management, Llc | Buy | +1,663,105 | +15.4% | 12,451,330 | $964.01M | Q1 2026 | May 15, 2026 |
| Two Sigma Investments, Lp | Buy | +1,363,291 | +237.4% | 1,937,436 | $149.34M | Q1 2026 | May 15, 2026 |
Frequently asked questions about OTIS activity
Which institutional owners are buying OTIS?
Institutional owners buying OTIS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in OTIS activity?
"Buy" means an investor increased their reported position in OTIS compared to the prior reporting period. This reflects growing exposure to OTIS WORLDWIDE CORP (OTIS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in OTIS increasing?
Institutional interest in OTIS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related OTIS Institutional Insights
- OTIS Overview
- OTIS 13F Institutional Holders
- OTIS Superinvestors
- Industrials Sector Institutional Ownership
- Industrials Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Industrials Stocks By Institutional Investors
- Most Sold Industrials Stocks By Institutional Investors
- OTIS Insider Trading & SEC Form 4 Activity
- OTIS Articles
- Top Institutional Investor Stock Rankings