Otis Worldwide Ownership | Who Owns Otis Worldwide?

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Otis Worldwide Ownership Summary

Otis Worldwide is owned by 51.46% institutional investors, 0.12% insiders, and 48.42% retail investors. Vanguard group is the largest institutional shareholder, holding 12.35% of OTIS shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.20% of its assets in Otis Worldwide shares.

OTIS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Otis Worldwide	51.46%	0.12%	48.42%
Sector	Industrials Stocks	47.66%	12.52%	39.82%
Industry	Industrial Machinery Stocks	47.74%	9.56%	42.70%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	48.64M	12.35%	$4.25B
Blackrock funding, inc. /de	33.58M	8.53%	$2.93B
Blackrock	34.51M	8.52%	$3.32B
Alliancebernstein	16.94M	4.29%	$1.55B
State street	16.01M	4.05%	$1.46B
Morgan stanley	12.68M	3.22%	$1.11B
Geode capital management	10.79M	2.74%	$945.02M
Norges bank	8.82M	2.24%	$770.12M
Franklin resources	7.84M	1.99%	$685.01M
Massachusetts financial services co /ma/	6.84M	1.74%	$597.74M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Bls capital fondsmaeglerselskab	4.45M	14.01%	$407.10M
Fifthdelta	451.18K	12.90%	$41.25M
Adviceone advisory services	140.48K	7.25%	$12.27M
Gfi investment counsel	641.04K	5.14%	$55.99M
Clean energy transition llp	669.67K	4.50%	$61.23M
Canoe financial lp	2.79M	3.31%	$243.52M
J. stern & co. llp	441.16K	3.05%	$40.34M
Guinness asset management	2.12M	3.02%	$186.31M
Coerente capital management	180.07K	2.87%	$15.73M
Pensioenfonds rail & ov	379.70K	2.74%	$36.55M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	8.82M	0.08%	8.82M
T. rowe price investment management	3.11M	0.17%	3.09M
Van eck associates	2.02M	0.17%	1.97M
Blackrock funding, inc. /de	33.58M	0.05%	1.47M
Squarepoint ops	2.03M	0.19%	1.35M

Top Sellers

Holder	Shares	% Assets	Change
Alliancebernstein	16.94M	0.49%	-2.44M
Jpmorgan chase	6.03M	0.03%	-1.49M
Sarasin & partners llp	2.53M	2.30%	-1.08M
Qube research	210.83K	0.02%	-943.67K
Parnassus investments	-	-	-771.12K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	8.82M	0.08%	8.82M	$770.12M
Independent franchise partners llp	1.10M	0.66%	1.10M	$100.44M
Cartenna capital, lp	775.00K	2.01%	775.00K	$70.86M
Fifthdelta	451.18K	12.90%	451.18K	$41.25M
Axa investment managers	280.26K	0.07%	280.26K	$25.62M

Sold Out

Holder	Change
Psi advisors	-2.00
Meadowbrook investment advisors	-2.00
Mendota financial group	-2.00
Tfo-tdc	-2.00
Livelsberger financial advisory	-4.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2024	716	-40.88%	137,264,703	-61.04%	34	0.44%	284	-36.61%	243	-50.31%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	12.67M	3.20%	-140.43K
Vanguard Total Stock Mkt Idx Inv	12.26M	3.15%	25.78K
Vanguard Institutional 500 Index Trust	11.28M	2.86%	77.97K
Vanguard 500 Index Investor	9.93M	2.56%	62.16K
Vanguard Mid Cap Index Institutional	8.44M	2.17%	-44.21K
Putnam Large Cap Value A	6.10M	1.57%	2.59M
R233 Fundsmith Equity (GBP)	5.65M	1.43%	-
iShares Core S&P 500 ETF	4.96M	1.28%	751.13K
Fidelity 500 Index	4.93M	1.27%	-28.11K
SPDR® S&P 500 ETF	4.93M	1.25%	-112.38K

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
Feb 05, 2026	Marks Judith Fran	Chair, CEO and President	Sell	$5.10M

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	7
2025 Q4	-	1
2025 Q3	-	-
2025 Q2	-	-
2025 Q1	-	9

OTIS Ownership FAQ

Who Owns Otis Worldwide?

Otis Worldwide shareholders are primarily institutional investors at 51.46%, followed by 0.12% insiders and 48.42% retail investors. The average institutional ownership in Otis Worldwide's industry, Industrial Machinery Stocks, is 47.74%, which Otis Worldwide exceeds.

Who owns the most shares of Otis Worldwide?

Otis Worldwide’s largest shareholders are Vanguard group (48.64M shares, 12.35%), Blackrock funding, inc. /de (33.58M shares, 8.53%), and Blackrock (34.51M shares, 8.52%). Together, they hold 29.40% 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?

Bls capital fondsmaeglerselskab is Otis Worldwide’s biggest shareholder by percentage of total assets invested, with 14.01% of its assets in 4.45M Otis Worldwide shares, valued at 407.1M$.

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

Vanguard US Total Market Shares ETF is the top mutual fund holder of Otis Worldwide shares, with 3.20% of its total shares outstanding invested in 12.67M Otis Worldwide shares.

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