DaveManuel.com · Institutional Ownership · Who Owns It
OTIS WORLDWIDE CORP (OTIS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,237
Reporting holders
$25.7B
Reported value
93.8%
Of shares outstanding
0.1%
Calls
0.2%
Puts
-11
Holder change
Institutions report 357,102,241 shares against 380,669,339 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $2.3B | 31,620,354 | 0.03% | 8q | -1.9%-$43.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.8B | 25,061,198 | 0.04% | 2q | -0.8%-$13.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.4B | 19,956,721 | 0.06% | 2q | +1.3%+$18.2M |
| STATE STREET CORP | $1.2B | 16,664,994 | 0.04% | 25q | +2.9%+$33.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $906.4M | 12,589,525 | 0.05% | 25q | +1.1%+$9.9M |
| FRANKLIN RESOURCES INC | $843.7M | 11,784,188 | 0.18% | 25q | +2.3%+$18.8M |
| MORGAN STANLEY | $785.1M | 10,964,838 | 0.04% | 26q | -15.4%-$142.8M |
| FMR LLC | $723.8M | 10,109,592 | 0.03% | 25q | +26.7%+$152.5M |
| NORGES BANK | $615.9M | 8,602,119 | 0.06% | 23q | -2.4%-$15.4M |
| Clearbridge Investments, LLC | $534.2M | 7,461,546 | 0.44% | 25q | +177.3%+$341.6M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $437.1M | 6,104,625 | 0.04% | 25q | -30.9%-$195.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $423.7M | 5,918,140 | 0.23% | 25q | HELD |
| D. E. Shaw & Co., Inc. | $389.4M | 5,439,203 | 0.19% | 25q | +57.4%+$142.1M |
| Independent Franchise Partners LLP | $368.9M | 5,152,104 | 2.42% | 4q | +414.0%+$297.1M |
| AQR CAPITAL MANAGEMENT LLC | $331.2M | 4,625,150 | 0.12% | 25q | +204.7%+$222.5M |
| PineStone Asset Management Inc. | $307.2M | 4,290,454 | 1.90% | 15q | -4.5%-$14.6M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $303.9M | 4,103,431 | 0.10% | 26q | -46.0%-$259.0M |
| Fiera Capital Corp | $296.3M | 4,138,739 | 1.08% | 25q | -15.0%-$52.1M |
| VAN ECK ASSOCIATES CORP | $285.9M | 3,993,011 | 0.17% | 11q | +0.6%+$1.8M |
| Invesco Ltd. | $283.1M | 3,953,975 | 0.02% | 25q | HELD |
| NORTHERN TRUST CORP | $279.3M | 3,900,999 | 0.03% | 26q | -3.9%-$11.2M |
| BLS Capital Fondsmaeglerselskab A/S | $278.2M | 3,885,445 | 10.72% | 25q | -11.5%-$36.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $238.9M | 3,335,941 | 0.04% | 25q | -5.3%-$13.3M |
| GOLDMAN SACHS GROUP INC | $226.6M | 3,165,336 | 0.02% | 25q | +7.2%+$15.3M |
| TWO SIGMA INVESTMENTS, LP | $225.0M incl. $300.7K options PUT | 3,138,794 | 0.16% | 23q | +62.0%+$86.1M |
| CANADA PENSION PLAN INVESTMENT BOARD | $223.0M | 3,114,562 | 0.12% | 25q | -4.5%-$10.4M |
| JPMORGAN CHASE & CO | $220.3M | 3,021,264 | 0.01% | 25q | -19.5%-$53.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $219.9M | 3,071,357 | 0.04% | 25q | -7.2%-$17.1M |
| Canoe Financial LP | $218.0M | 3,044,476 | 2.70% | 10q | +24.2%+$42.5M |
| Capital Research Global Investors | $207.4M | 2,896,828 | 0.03% | 25q | +0.8%+$1.7M |
| Bank of New York Mellon Corp | $196.3M | 2,741,590 | 0.03% | 25q | -3.8%-$7.7M |
| BANK OF AMERICA CORP /DE/ | $189.2M | 2,642,922 | 0.01% | 25q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $177.6M | 2,480,957 | 0.02% | 25q | +1.3%+$2.3M |
| Legal & General Group Plc | $177.5M | 2,479,254 | 0.04% | 25q | -8.6%-$16.8M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $176.7M | 2,468,392 | 0.13% | 26q | +1.0%+$1.8M |
| Clean Energy Transition LLP | $165.0M | 2,305,007 | 11.49% | 5q | +225.4%+$114.3M |
| Guinness Asset Management LTD | $157.6M | 2,202,384 | 2.67% | 25q | -6.1%-$10.3M |
| VANGUARD FIDUCIARY TRUST CO | $154.3M | 2,154,445 | 0.03% | 2q | -1.6%-$2.5M |
| CITADEL ADVISORS LLC | $149.5M incl. $9.6M options CALL+PUT | 1,953,085 | 0.02% | 25q | +148.4%+$89.3M |
| PRIMECAP MANAGEMENT CO/CA/ | $147.2M | 2,055,440 | 0.09% | 25q | -1.8%-$2.7M |
| DIMENSIONAL FUND ADVISORS LP | $140.6M | 1,963,270 | 0.03% | 25q | HELD |
| UBS Group AG | $136.8M incl. $184.6K options CALL | 1,908,190 | 0.02% | 25q | +53.8%+$47.8M |
| BANK OF MONTREAL /CAN/ | $136.5M | 1,906,445 | 0.04% | 25q | +23.3%+$25.8M |
| Amundi | $132.1M | 1,844,777 | 0.03% | 21q | -2.2%-$3.0M |
| USS Investment Management Ltd | $126.0M | 1,759,239 | 0.45% | 25q | HELD |
| DEUTSCHE BANK AG\ | $123.1M | 1,718,901 | 0.04% | 25q | +13.1%+$14.2M |
| ROYAL BANK OF CANADA | $121.2M | 1,692,479 | 0.02% | 25q | +110.7%+$63.7M |
| RENAISSANCE TECHNOLOGIES LLC | $113.4M | 1,584,200 | 0.16% | 5q | -6.3%-$7.7M |
| Man Group plc | $105.6M | 1,475,345 | 0.17% | 25q | +68.5%+$43.0M |
| Lazard Freres Gestion S.A.S. | $101.5M | 1,417,110 | 1.76% | 18q | +5.7%+$5.5M |
| ALLIANCEBERNSTEIN L.P. | $100.6M | 1,305,675 | 0.03% | 26q | -65.9%-$194.2M |
| Pacer Advisors, Inc. | $97.9M | 1,367,999 | 0.25% | 26q | +6770.2%+$96.5M |
| Squarepoint Ops LLC | $94.1M | 1,314,313 | 0.10% | 25q | -4.8%-$4.8M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $93.9M | 1,311,319 | 0.32% | 3q | +116.3%+$50.5M |
| HSBC HOLDINGS PLC | $90.9M | 1,269,413 | 0.04% | 25q | +68.0%+$36.8M |
| CIBC Bancorp USA Inc. | $85.8M | 1,196,850 | 0.10% | 3q | -58.2%-$119.5M |
| Swiss National Bank | $78.5M | 1,096,343 | 0.04% | 25q | -4.1%-$3.4M |
| Russell Investments Group, Ltd. | $78.4M | 1,095,264 | 0.07% | 25q | -23.6%-$24.2M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $78.0M | 1,088,872 | 0.12% | 3q | -5.8%-$4.8M |
| ExodusPoint Capital Management, LP | $75.6M | 1,055,862 | 0.49% | 5q | +37.7%+$20.7M |
| Scharf Investments, LLC | $72.2M | 1,007,995 | 2.38% | 4q | -13.6%-$11.4M |
| FIFTHDELTA Ltd | $70.3M | 981,190 | 8.24% | 4q | +5.8%+$3.9M |
| Nuveen, LLC | $68.8M | 961,010 | 0.02% | 6q | -18.4%-$15.5M |
| Qube Research & Technologies Ltd | $68.2M | 951,989 | 0.06% | 5q | -12.4%-$9.7M |
| CITIGROUP INC | $66.3M | 926,254 | 0.02% | 26q | -2.4%-$1.6M |
| Vanguard Global Advisers, LLC | $65.2M | 910,424 | 0.03% | 2q | +7.0%+$4.2M |
| HRT FINANCIAL LP | $63.8M | 891,285 | 0.12% | 7q | +30.7%+$15.0M |
| WELLS FARGO & COMPANY/MN | $63.1M | 880,714 | 0.01% | 25q | +18.3%+$9.8M |
| Gates Capital Management, Inc. | $62.1M | 867,273 | 1.49% | 26q | +17.6%+$9.3M |
| Pictet Asset Management Holding SA | $60.7M | 848,438 | 0.06% | 12q | -38.7%-$38.3M |
| CI INVESTMENTS INC. | $60.5M | 844,938 | 0.19% | new | NEW |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $59.5M | 831,638 | 0.06% | 25q | -4.1%-$2.5M |
| Sumitomo Mitsui Trust Group, Inc. | $59.1M | 826,066 | 0.03% | 25q | -0.7%-$434.3K |
| SG Americas Securities, LLC | $58.3M | 813,630 | 0.03% | 6q | +154.4%+$35.4M |
| BNP PARIBAS FINANCIAL MARKETS | $54.9M | 766,832 | 0.02% | 7q | +11.1%+$5.5M |
| National Pension Service | $54.5M | 761,439 | 0.04% | 25q | +16.6%+$7.8M |
| GREAT LAKES ADVISORS, LLC | $54.4M | 759,953 | 0.41% | 8q | +22.6%+$10.0M |
| RAYMOND JAMES FINANCIAL INC | $54.2M | 757,154 | 0.01% | 7q | +56.0%+$19.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | $53.8M | 750,800 | 0.04% | 2q | +12.2%+$5.9M |
| VICTORY CAPITAL MANAGEMENT INC | $53.7M | 749,401 | 0.03% | 25q | +0.8%+$442.0K |
| DNB Asset Management AS | $53.5M | 746,976 | 0.15% | 25q | -0.8%-$411.2K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $52.5M | 733,014 | 0.02% | 6q | -39.8%-$34.7M |
| RHUMBLINE ADVISERS | $51.3M | 716,059 | 0.04% | 25q | -6.0%-$3.3M |
| BARCLAYS PLC | $51.0M incl. $9.8M options CALL | 575,468 | 0.01% | 18q | -32.7%-$24.8M |
| California Public Employees Retirement System | $49.5M | 691,556 | 0.03% | 25q | HELD |
| NEUBERGER BERMAN GROUP LLC | $48.3M | 673,159 | 0.03% | 25q | +2.7%+$1.3M |
| BROWN BROTHERS HARRIMAN & CO | $48.0M | 670,926 | 0.21% | 25q | -13.8%-$7.7M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $45.5M | 635,109 | 0.04% | 25q | +1.3%+$569.8K |
| ENVESTNET ASSET MANAGEMENT INC | $45.4M | 634,538 | 0.01% | 25q | +36.8%+$12.2M |
| Quantinno Capital Management LP | $45.4M | 633,649 | 0.05% | 12q | +155.4%+$27.6M |
| Allianz Asset Management GmbH | $44.0M | 615,209 | 0.04% | 25q | +11.8%+$4.7M |
| Fisher Asset Management, LLC | $42.0M | 587,018 | 0.01% | 25q | -5.2%-$2.3M |
| PRINCIPAL FINANCIAL GROUP INC | $41.7M | 582,859 | 0.02% | 25q | +33.3%+$10.4M |
| SEI INVESTMENTS CO | $41.1M | 574,680 | 0.04% | 25q | +8.3%+$3.2M |
| TUDOR INVESTMENT CORP ET AL | $39.9M incl. $1.2M options CALL+PUT | 540,436 | 0.06% | 8q | HELD |
| AMERIPRISE FINANCIAL INC | $39.3M | 549,082 | 0.01% | 25q | +4.3%+$1.6M |
| PRUDENTIAL FINANCIAL INC | $38.2M | 533,373 | 0.04% | 25q | +137.6%+$22.1M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $36.5M | 510,297 | 0.16% | 14q | -44.5%-$29.3M |
| FIRST TRUST ADVISORS LP | $33.6M | 468,973 | 0.02% | 25q | -18.2%-$7.5M |
| JANE STREET GROUP, LLC | $33.1M incl. $26.5M options CALL+PUT | 91,544 | 0.00% | 25q | -47.7%-$30.2M |
Showing the largest 100 of 1,238 reported holders. The count of 1,237 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-15 | 2026-09-13 | Directors or officers departed or appointed | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 396 | $1.1B | 17,064,136 | 32 | 115 | 134 | 0.0% |
| Q2 2026 | 1,237 | $25.7B | 357,102,241 | 116 | 404 | 436 | 0.3% |
| Q1 2026 | 1,248 | $26.7B | 344,799,950 | 86 | 367 | 447 | 0.5% |
| Q4 2025 | 1,316 | $31.1B | 354,882,445 | 107 | 353 | 458 | 0.2% |
| Q3 2025 | 1,261 | $31.9B | 347,456,156 | 110 | 347 | 477 | 0.4% |
| Q2 2025 | 1,278 | $35.1B | 353,230,646 | 108 | 376 | 421 | 0.2% |
| Q1 2025 | 1,256 | $36.9B | 357,303,577 | 111 | 357 | 444 | 0.2% |
| Q4 2024 | 1,243 | $34.2B | 366,661,142 | 77 | 339 | 373 | 0.7% |
| Q3 2024 | 1,212 | $40.9B | 390,582,007 | 91 | 308 | 455 | 0.6% |
| Q2 2024 | 1,198 | $36.5B | 376,747,739 | 62 | 356 | 413 | 0.5% |
| Q1 2024 | 1,213 | $38.6B | 387,333,115 | 89 | 348 | 418 | 0.6% |
| Q4 2023 | 1,195 | $33.9B | 377,697,717 | 92 | 283 | 433 | 0.5% |
| Q3 2023 | 1,103 | $28.9B | 357,515,247 | 67 | 317 | 373 | 0.5% |
| Q2 2023 | 1,128 | $32.5B | 362,157,075 | 77 | 299 | 406 | 0.9% |
| Q1 2023 | 1,107 | $31.8B | 411,808,206 | 81 | 300 | 391 | 1.5% |
| Q4 2022 | 1,109 | $28.3B | 355,322,363 | 121 | 250 | 430 | 1.9% |
| Q3 2022 | 1,020 | $65.9B | 1,024,087,849 | 52 | 244 | 410 | 0.8% |
| Q2 2022 | 1,072 | $77.6B | 1,090,091,963 | 53 | 317 | 413 | 0.8% |
| Q1 2022 | 1,123 | $57.0B | 739,285,644 | 61 | 293 | 480 | 0.2% |
| Q4 2021 | 1,186 | $54.9B | 628,678,836 | 83 | 313 | 431 | 0.3% |
| Q3 2021 | 1,132 | $53.8B | 650,084,919 | 75 | 332 | 409 | 0.5% |
| Q2 2021 | 1,136 | $49.9B | 608,841,856 | 105 | 294 | 439 | 0.3% |
| Q1 2021 | 1,116 | $50.0B | 728,458,065 | 75 | 302 | 491 | 0.1% |
| Q4 2020 | 1,153 | $49.5B | 730,887,104 | 81 | 258 | 505 | 0.1% |
| Q3 2020 | 1,103 | $55.8B | 894,209,887 | 95 | 238 | 540 | 0.1% |
| Q2 2020 | 1,123 | $53.8B | 944,994,392 | 1,098 | 14 | 7 | 0.1% |
| Q1 2020 | 33 | $182.0M | 3,528,839 | 30 | 0 | 0 | 3.2% |
| Q4 2019 | 1 | $611.0K | 7,471 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $611.0K | 7,471 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $611.0K | 7,471 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $611.0K | 7,471 | 1 | 0 | 0 | 0.0% |