Otis Worldwide Ownership | Who Owns Otis Worldwide?
Otis Worldwide Ownership Summary
Otis Worldwide is owned by 44.17% institutional investors, 0.12% insiders, and 55.71% retail investors. Vanguard group is the largest institutional shareholder, holding 12.31% 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 | 44.17% | 0.12% | 55.71% |
| Sector | Industrials Stocks | 46.77% | 12.62% | 40.60% |
| Industry | Industrial Machinery Stocks | 54.58% | 8.80% | 36.63% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 48.63M | 12.31% | $4.45B |
| Blackrock | 34.51M | 8.52% | $3.32B |
| Blackrock funding, inc. /de | 32.11M | 8.13% | $2.94B |
| Alliancebernstein | 16.94M | 4.29% | $1.55B |
| State street | 16.01M | 4.05% | $1.46B |
| Morgan stanley | 13.08M | 3.31% | $1.20B |
| Geode capital management | 10.76M | 2.72% | $985.53M |
| Jpmorgan chase | 7.52M | 1.90% | $687.66M |
| Franklin resources | 7.42M | 1.88% | $678.38M |
| Massachusetts financial services co /ma/ | 7.09M | 1.79% | $648.42M |
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 |
| Gfi investment counsel | 645.54K | 6.14% | $59.02M |
| Clean energy transition llp | 669.67K | 4.50% | $61.23M |
| Sarasin & partners llp | 3.61M | 3.23% | $329.63M |
| Canoe financial lp | 2.41M | 3.15% | $220.53M |
| J. stern & co. llp | 441.16K | 3.05% | $40.34M |
| Guinness asset management | 1.91M | 2.78% | $174.56M |
| Pensioenfonds rail & ov | 379.70K | 2.74% | $36.55M |
| Fundsmith llp | 5.82M | 2.69% | $532.04M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 7.02M | 0.09% | 7.02M |
| T. rowe price investment management | 3.11M | 0.17% | 3.09M |
| Van eck associates | 2.02M | 0.17% | 1.97M |
| Squarepoint ops | 2.03M | 0.19% | 1.35M |
| Independent franchise partners llp | 1.10M | 0.66% | 1.10M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 7.52M | 0.04% | -14.59M |
| Alliancebernstein | 16.94M | 0.49% | -2.44M |
| Qube research | 210.83K | 0.02% | -943.67K |
| Aviva | 316.55K | 0.05% | -824.27K |
| Parnassus investments | - | - | -771.12K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 7.02M | 0.09% | 7.02M | $649.88M |
| Independent franchise partners llp | 1.10M | 0.66% | 1.10M | $100.44M |
| Scharf investments | 800.60K | 1.84% | 800.60K | $73.20M |
| Cartenna capital, lp | 775.00K | 2.01% | 775.00K | $70.86M |
| Gfi investment counsel | 645.54K | 6.14% | 645.54K | $59.02M |
Sold Out
| Holder | Change |
|---|---|
| Psi advisors | -2.00 |
| Tfo-tdc | -2.00 |
| Meadowbrook investment advisors | -2.00 |
| Mendota financial group | -2.00 |
| Livelsberger financial advisory | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 1,198 | 0.25% | 352,155,300 | -0.42% | 87 | 1.16% | 441 | -6.17% | 484 | 7.80% |
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 | 12.40M | 3.16% | -285.49K |
| Vanguard Institutional 500 Index Trust | 11.28M | 2.86% | 77.97K |
| Vanguard 500 Index Investor | 9.77M | 2.49% | -1.43M |
| Vanguard Mid Cap Index Institutional | 8.80M | 2.24% | 94.75K |
| Fundsmith Equity I Acc | 5.65M | 1.43% | - |
| R233 Fundsmith Equity (GBP) | 5.65M | 1.43% | - |
| AllianceBernstein US L/C Growth Eqty MF | 5.34M | 1.36% | - |
| Fidelity 500 Index | 5.00M | 1.27% | 2.15K |
| SPDR® S&P 500 ETF | 4.93M | 1.25% | -112.38K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 05, 2025 | Ryan Michael Patrick | SVP, CAO & Controller | Sell | $277.65K |
| Mar 10, 2025 | de Montlivault Stephane | President, Otis Asia Pacific | Sell | $319.64K |
| Mar 10, 2025 | de Montlivault Stephane | President, Otis Asia Pacific | Sell | $381.64K |
| Feb 13, 2025 | de Montlivault Stephane | President, Otis Asia Pacific | Sell | $2.43M |
| Feb 10, 2025 | Marks Judith Fran | Chair, CEO and President | Sell | $2.72M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 9 |
| 2024 Q4 | - | 2 |
OTIS Ownership FAQ
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