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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Op Asset Management LtdSell-2,000-3.8%50,070$3.86MQ1 2026Sep 28, 2026
M&T Bank CorpBuy+124,251+538.8%147,312$11.36MQ1 2026Sep 04, 2026
Cornerstone Financial Management LlcBuy+27+38.0%98$7.55KQ1 2026Aug 28, 2026
Ensign Peak Advisors, IncBuy+28,651+28.6%128,773$9.93MQ1 2026Aug 18, 2026
Mirae Asset Global Investments Co., Ltd.Buy+12,125+17.3%82,256$6.34MQ1 2026Aug 12, 2026
Algert Global LlcBuy+16,627+192.2%25,277$1.95MQ1 2026Aug 11, 2026
Brighton Jones LlcBuy+6,338—6,338$488.52KQ1 2026Aug 07, 2026
Wells Fargo & Company/MnBuy+152,795+25.8%744,284$57.37MQ1 2026Jul 08, 2026
Western Wealth Management, LlcBuy+12,471—12,471$961.29KQ1 2026May 19, 2026
Orographic Financial Advisors, LlcBuy+3,259—3,259$251.00KQ1 2026May 19, 2026
Bank Of America CorpSell-441,135-14.3%2,639,555$203.46MQ1 2026May 18, 2026
AmundiSell-131,000-6.5%1,886,423$145.41MQ1 2026May 18, 2026
California State Teachers Retirement SystemSell-16,673-2.6%627,151$48.34MQ1 2026May 18, 2026
Ashton Thomas Securities, LlcBuy+8,310+31.4%34,772$2.68MQ1 2026May 18, 2026
Strategic Investment Advisors / MiBuy+1,611—1,611$124.21KQ1 2026May 18, 2026
South Dakota Investment CouncilBuy+1,350—1,350$104.00KQ1 2026May 18, 2026
Arkadios Wealth AdvisorsBuy+265+3.2%8,501$655.21KQ1 2026May 18, 2026
Centaurus Financial, Inc.Buy+101+5.6%1,896$146.00KQ1 2026May 18, 2026
Strategic Planning, Inc.Buy+17+0.5%3,352$258.39KQ1 2026May 18, 2026
Arete Wealth Advisors, LlcBuy+3+0.0%21,011$1.62MQ1 2026May 18, 2026
Sunbelt Securities, Inc.Buy+1+0.5%204$15.69KQ1 2026May 18, 2026
J. Stern & Co. LlpSell-38,225,103-99.0%394,865$30.44MQ1 2026May 15, 2026
Alliancebernstein L.P.Sell-11,360,666-74.8%3,825,492$334.16MQ1 2026May 15, 2026
Price T Rowe Associates IncBuy+8,247,015+1393.0%8,839,030$681.31MQ1 2026May 15, 2026
Fmr LlcBuy+5,294,456+197.2%7,979,132$615.03MQ1 2026May 15, 2026
Canada Pension Plan Investment BoardBuy+2,661,453+444.3%3,260,413$251.31MQ1 2026May 15, 2026
Marshall Wace, LlpSell-2,644,198-81.3%607,939$46.86MQ1 2026May 15, 2026
Millennium Management LlcSell-2,298,930-96.3%88,536$6.82MQ1 2026May 15, 2026
Geode Capital Management, LlcBuy+1,663,105+15.4%12,451,330$964.01MQ1 2026May 15, 2026
Two Sigma Investments, LpBuy+1,363,291+237.4%1,937,436$149.34MQ1 2026May 15, 2026
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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.