​

Otis Worldwide Ownership | Who Owns Otis Worldwide?

OverviewForecastRevenueFinancialsChartTranscripts

Otis Worldwide Ownership Summary

Otis Worldwide is owned by 92.27% institutional investors, 0.14% insiders, and 7.58% retail investors. Vanguard group is the largest institutional shareholder, holding 12.35% of OTIS shares. Vanguard MStar Total Stk Mkt Idx Invest is the top mutual fund, with 3.21% of its assets in Otis Worldwide shares.

OTIS Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockOtis Worldwide92.27%0.14%7.58%
SectorIndustrials Stocks 67.86%16.45%15.69%
IndustryIndustrial Machinery Stocks139.45%11.60%-51.05%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group48.64M12.35%$4.25B
Blackrock34.51M8.52%$3.32B
Blackrock funding, inc. /de31.62M8.15%$2.26B
Vanguard capital management25.06M6.46%$1.79B
State street16.66M4.29%$1.19B
Geode capital management12.59M3.24%$906.43M
Franklin resources11.78M3.04%$843.75M
Morgan stanley10.96M2.83%$785.08M
Fmr10.11M2.60%$723.85M
Norges bank8.60M2.22%$615.91M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Clean energy transition llp2.31M11.49%$165.04M
Bls capital fondsmaeglerselskab3.89M10.72%$278.20M
Fifthdelta981.19K8.24%$70.25M
Adviceone advisory services140.25K5.67%$10.04M
Gfi investment counsel442.93K4.30%$31.71M
Foyston, gordon, & payne183.62K2.81%$13.15M
Coerente capital management209.88K2.77%$15.03M
Pensioenfonds rail & ov379.70K2.74%$36.55M
Canoe financial lp3.04M2.70%$218.01M
Guinness asset management2.20M2.67%$157.64M

Top Buyers

HolderShares% AssetsChange
Norges bank8.60M0.06%8.60M
Clearbridge investments7.46M0.44%4.77M
Independent franchise partners llp5.15M2.42%4.15M
Aqr capital management4.63M0.12%3.11M
Sixth street partners management company2.48M0.02%2.48M

Top Sellers

HolderShares% AssetsChange
Massachusetts financial services co /ma/4.10M0.10%-3.50M
Price t rowe associates inc /md/6.10M0.04%-2.73M
Fundsmith llp---2.73M
Alliancebernstein1.31M0.03%-2.52M
Morgan stanley10.96M0.04%-1.99M

New Positions

HolderShares% AssetsChangeValue
Norges bank8.60M0.06%8.60M$615.91M
Sixth street partners management company2.48M0.02%2.48M$177.64M
Ci investments844.94K0.19%844.94K$60.50M
Cartenna capital, lp775.00K2.01%775.00K$70.86M
Axa investment managers280.26K0.07%280.26K$25.62M

Sold Out

HolderChange
Jessup wealth management-1.00
Meadowbrook investment advisors-2.00
Mendota financial group-2.00
Tfo-tdc-2.00
Psi advisors-2.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20261,233-2.30%358,114,3744.01%921.21%55711.18%451-5.85%
Mar 31, 20261,227-7.19%338,806,476-13.55%860.87%489-12.05%468-2.90%
Dec 31, 2025864-31.75%202,597,007-40.30%510.70%341-30.83%321-35.41%
Sep 30, 2025833-34.25%174,524,908-43.88%440.71%296-43.51%334-27.07%
Jun 30, 20251,2631.69%350,951,3600.64%881.15%525-0.19%454-3.20%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard MStar Total Stk Mkt Idx Invest12.22M3.21%33.50K
Vanguard US Total Market Shares ETF12.67M3.20%-140.43K
Vanguard Morn Total Stk Mkt Idx Investor12.18M3.20%-187.69K
Vanguard Total Stock Mkt Idx Inv12.18M3.18%-187.69K
Vanguard Institutional 500 Index Trust11.28M2.86%77.97K
Vanguard 500 Index Investor10.07M2.65%105.47K
Vanguard Morn Mid Cap Index Instl8.32M2.18%-116.89K
Vanguard MStar Mid Cap Index Instl8.30M2.18%-12.14K
Vanguard Mid Cap Index Institutional8.32M2.17%-116.89K
Putnam Large Cap Value A6.50M1.71%52.95K

Recent Insider Transactions

DateNameRoleActivityValue
May 07, 2026Lefebure Thibault Pierre Marie President, Otis EMEASell$125.18K
Feb 12, 2026de Montlivault Stephane President, Otis Asia PacificSell$4.42M
Feb 10, 2026Ryan Michael Patrick SVP, CAO & ControllerSell$106.45K
Feb 10, 2026LaFreniere Nora E. EVP, General CounselSell$2.32M
Feb 10, 2026LaFreniere Nora E. EVP, General CounselSell$162.05K

Insider Transactions Trends

DateBuySell
2026 Q3--
2026 Q2-1
2026 Q1-7
2025 Q4-1
2025 Q3--

OTIS Ownership FAQ

Who Owns Otis Worldwide?

Otis Worldwide shareholders are primarily institutional investors at 92.27%, followed by 0.14% insiders and 7.59% retail investors. The average institutional ownership in Otis Worldwide's industry, Industrial Machinery Stocks, is 139.45%, which Otis Worldwide falls below.

Who owns the most shares of Otis Worldwide?

Otis Worldwide’s largest shareholders are Vanguard group (48.64M shares, 12.35%), Blackrock (34.51M shares, 8.52%), and Blackrock funding, inc. /de (31.62M shares, 8.15%). Together, they hold 29.02% of Otis Worldwide’s total shares outstanding.

Does Blackrock own Otis Worldwide?

Yes, BlackRock owns 8.52% of Otis Worldwide, totaling 34.51M shares as of Jun 2024. This represents 0.08% of BlackRock's total assets, with a market value of 3.32B$. In the last quarter, BlackRock decreased its holdings by -224K shares, a -0.65% change.

Who is Otis Worldwide’s biggest shareholder by percentage of total assets invested?

Clean energy transition llp is Otis Worldwide’s biggest shareholder by percentage of total assets invested, with 11.49% of its assets in 2.31M Otis Worldwide shares, valued at 165.04M$.

Who is the top mutual fund holder of Otis Worldwide shares?

Vanguard MStar Total Stk Mkt Idx Invest is the top mutual fund holder of Otis Worldwide shares, with 3.21% of its total shares outstanding invested in 12.22M Otis Worldwide shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools