Otis Worldwide Ownership | Who Owns Otis Worldwide?
Otis Worldwide Ownership Summary
Otis Worldwide is owned by 86.06% institutional investors, 0.11% insiders, and 13.82% retail investors. Vanguard group is the largest institutional shareholder, holding 12.35% of OTIS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.23% of its assets in Otis Worldwide shares.
OTIS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Otis Worldwide | 86.06% | 0.11% | 13.82% |
| Sector | Industrials Stocks | 49.61% | 15.69% | 34.70% |
| Industry | Industrial Machinery Stocks | 46.01% | 10.90% | 43.09% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 48.64M | 12.35% | $4.25B |
| Blackrock | 34.51M | 8.52% | $3.32B |
| Blackrock funding, inc. /de | 32.22M | 8.18% | $2.48B |
| State street | 16.20M | 4.12% | $1.25B |
| Morgan stanley | 12.96M | 3.29% | $998.90M |
| Geode capital management | 12.45M | 3.16% | $964.01M |
| Franklin resources | 11.52M | 2.93% | $888.04M |
| Price t rowe associates inc /md/ | 8.84M | 2.25% | $681.31M |
| Norges bank | 8.82M | 2.24% | $770.12M |
| Fmr | 7.98M | 2.03% | $615.03M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bls capital fondsmaeglerselskab | 4.39M | 11.51% | $338.23M |
| Fifthdelta | 927.19K | 9.86% | $71.47M |
| Adviceone advisory services | 140.28K | 6.54% | $10.81M |
| Gfi investment counsel | 585.36K | 6.17% | $45.12M |
| Clean energy transition llp | 708.35K | 3.55% | $54.60M |
| Coerente capital management | 227.91K | 3.27% | $17.57M |
| Guinness asset management | 2.35M | 3.12% | $180.78M |
| J. stern & co. llp | 394.87K | 2.95% | $30.44M |
| Regents gate capital llp | 175.43K | 2.88% | $13.52M |
| Scharf investments | 1.17M | 2.77% | $89.92M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 8.82M | 0.08% | 8.82M |
| Price t rowe associates inc /md/ | 8.84M | 0.08% | 8.25M |
| Fmr | 7.98M | 0.03% | 5.29M |
| Franklin resources | 11.52M | 0.22% | 3.68M |
| Canada pension plan investment board | 3.26M | 0.16% | 2.66M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| J. stern & co. llp | 394.87K | 2.95% | -38.23M |
| Alliancebernstein | 3.83M | 0.11% | -11.36M |
| Marshall wace, llp | 607.94K | 0.05% | -2.64M |
| Millennium management | 88.54K | 0.00% | -2.30M |
| Jpmorgan chase | 3.76M | 0.02% | -2.28M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 8.82M | 0.08% | 8.82M | $770.12M |
| Vanguard fiduciary trust | 2.19M | 0.04% | 2.19M | $168.74M |
| Vanguard global advisers | 851.24K | 0.04% | 851.24K | $65.61M |
| Cartenna capital, lp | 775.00K | 2.01% | 775.00K | $70.86M |
| Vanguard asset management | 668.98K | 0.04% | 668.98K | $51.57M |
Sold Out
| Holder | Change |
|---|---|
| Jessup wealth management | -1.00 |
| Tfo-tdc | -2.00 |
| Mendota financial group | -2.00 |
| Meadowbrook investment advisors | -2.00 |
| Psi advisors | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 1,227 | -7.19% | 338,806,476 | -13.55% | 86 | 0.87% | 489 | -12.05% | 468 | -2.90% |
| Dec 31, 2025 | 864 | -31.75% | 202,597,007 | -40.30% | 51 | 0.70% | 341 | -30.83% | 321 | -35.41% |
| Sep 30, 2025 | 833 | -34.25% | 174,524,908 | -43.88% | 44 | 0.71% | 296 | -43.51% | 334 | -27.07% |
| Jun 30, 2025 | 1,263 | 1.69% | 350,951,360 | 0.64% | 88 | 1.15% | 525 | -0.19% | 454 | -3.20% |
| Mar 31, 2025 | 1,222 | -1.37% | 348,225,572 | -3.89% | 87 | 1.07% | 518 | -2.45% | 461 | 11.62% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 12.39M | 3.23% | 38.60K |
| Vanguard US Total Market Shares ETF | 12.67M | 3.20% | -140.43K |
| Vanguard Institutional 500 Index Trust | 11.28M | 2.86% | 77.97K |
| Vanguard 500 Index Investor | 10.08M | 2.63% | 180.97K |
| Vanguard Mid Cap Index Institutional | 8.42M | 2.19% | 19.41K |
| Putnam Large Cap Value A | 6.44M | 1.68% | - |
| R233 Fundsmith Equity (GBP) | 5.65M | 1.43% | - |
| iShares Core S&P 500 ETF | 5.03M | 1.31% | 14.76K |
| Fidelity 500 Index | 4.96M | 1.29% | 4.63K |
| SPDR® S&P 500 ETF | 4.93M | 1.25% | -112.38K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 07, 2026 | Lefebure Thibault Pierre Marie | President, Otis EMEA | Sell | $125.18K |
| Feb 12, 2026 | de Montlivault Stephane | President, Otis Asia Pacific | Sell | $4.42M |
| Feb 10, 2026 | Ryan Michael Patrick | SVP, CAO & Controller | Sell | $106.45K |
| Feb 10, 2026 | LaFreniere Nora E. | EVP, General Counsel | Sell | $2.32M |
| Feb 10, 2026 | LaFreniere Nora E. | EVP, General Counsel | Sell | $162.05K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 1 |
| 2026 Q1 | - | 7 |
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
OTIS Ownership FAQ
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