Otis Worldwide (OTIS) Institutional Ownership

$94.52
+0.64 (+0.68%)
(As of 05/8/2024 ET)

Institutional Ownership Changes (13F Filings) for Otis Worldwide (NYSE:OTIS)

Current
Institutional Ownership
Percentage
88.03%
Number of
Institutional Buyers
(last 12 months)
571
Total
Institutional Inflows
(last 12 months)
$3.44B
Number of
Institutional Sellers
(last 12 months)
502
Total
Institutional Outflows
(last 12 months)
$6.40B
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OTIS Institutional Buying and Selling by Quarter

Otis Worldwide Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024State Board of Administration of Florida Retirement System477,478$47.40M0.1%+1.0%0.118%
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.626,875$62.23M0.2%-5.3%0.155%
5/8/2024J.P. Marvel Investment Advisors LLC27,122$2.69M0.5%+25.5%0.007%
5/8/2024Sheets Smith Wealth Management60,047$5.96M0.7%+5.3%0.015%
5/8/2024Advisors Preferred LLC84,652$8.34M1.4%N/A0.021%
5/8/2024Bleakley Financial Group LLC9,726$965K0.0%+1.2%0.002%
5/8/2024ProShare Advisors LLC67,586$6.71M0.0%+15.3%0.017%
5/8/2024Commonwealth of Pennsylvania Public School Empls Retrmt SYS89,009$8.84M0.1%-0.7%0.022%
5/8/2024US Bancorp DE219,065$21.75M0.0%-3.0%0.054%
5/8/2024Russell Investments Group Ltd.1,285,388$127.69M0.2%+1.9%0.318%
5/8/2024 Washington Trust Advisors Inc.2,300$228K0.0%-16.4%0.001%
5/8/2024 QRG Capital Management Inc.39,156$3.89M0.0%+3.7%0.010%
5/8/2024 Williams Jones Wealth Management LLC.8,000$794K0.0%-10.9%0.002%
5/7/2024 Comgest Global Investors S.A.S.490,251$48.67M0.7%+4.6%0.121%
5/7/2024 Meeder Advisory Services Inc.5,458$542K0.1%+8.3%0.001%
5/7/2024 NorthRock Partners LLC2,404$239K0.0%N/A0.001%
5/7/2024 Choate Investment Advisors4,749$471K0.0%-16.4%0.001%
5/7/2024 Sei Investments Co.166,407$16.52M0.0%-18.0%0.041%
5/7/2024 Anchor Capital Advisors LLC93,381$9.27M0.2%-12.3%0.023%
5/7/2024 Reynders McVeigh Capital Management LLC2,112$210K0.0%-11.0%0.001%
5/7/2024 Foyston Gordon & Payne Inc55,817$5.54M1.3%-1.7%0.014%
5/7/2024 Swiss National Bank1,225,643$121.67M0.1%-4.8%0.303%
5/7/2024 Forsta AP Fonden131,300$13.03M0.1%+30.0%0.032%
5/7/2024 Mitsubishi UFJ Asset Management UK Ltd.23,500$2.33M1.2%-7.8%0.006%
5/7/2024 Oppenheimer & Co. Inc.9,751$968K0.0%-4.2%0.002%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management17,930$1.78M0.1%+17.8%0.004%
5/7/2024 ANTIPODES PARTNERS Ltd85,810$8.52M0.3%+0.5%0.021%
5/7/2024 SG Americas Securities LLC159,478$15.83M0.1%+37.5%0.039%
5/7/2024 Empowered Funds LLC6,205$616K0.0%+43.6%0.002%
5/7/2024 Sciencast Management LP9,876$980K0.6%N/A0.002%
5/6/2024 Envestnet Portfolio Solutions Inc.22,833$2.27M0.0%+21.9%0.006%
5/6/2024 Empirical Finance LLC15,029$1.49M0.1%+3.4%0.004%
5/6/2024 Cohen Capital Management Inc.47,686$4.73M0.8%+0.6%0.012%
5/4/2024 WBI Investments LLC10,643$1.06M0.2%+360.3%0.003%
5/4/2024 Team Hewins LLC2,219$220K0.0%N/A0.001%
5/3/2024 Larson Financial Group LLC3,877$385K0.0%+121.2%0.001%
5/3/2024 Rehmann Capital Advisory Group2,550$253K0.0%N/A0.001%
5/3/2024 Chevy Chase Trust Holdings LLC225,962$22.43M0.1%-1.8%0.056%
5/3/2024 Commerce Bank96,451$9.58M0.1%-3.7%0.024%
5/3/2024 Wellington Shields & Co. LLC2,103$209K0.1%+9.9%0.001%
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5/3/2024 BI Asset Management Fondsmaeglerselskab A S7,422$737K0.0%-17.0%0.002%
5/3/2024 Pictet North America Advisors SA29,129$2.89M0.3%N/A0.007%
5/3/2024 Whittier Trust Co. of Nevada Inc.18,333$1.82M0.1%+1.5%0.005%
5/3/2024 Whittier Trust Co.13,407$1.33M0.0%-1.0%0.003%
5/2/2024 Financial Counselors Inc.2,131$212K0.0%N/A0.001%
5/2/2024 Jennison Associates LLC1,372,045$136.20M0.1%+1.2%0.339%
5/2/2024 Mutual of America Capital Management LLC53,176$5.28M0.1%-3.2%0.013%
5/2/2024 FORA Capital LLC23,322$2.32M0.2%-14.6%0.006%
5/2/2024 Daiwa Securities Group Inc.44,969$4.46M0.0%+21.0%0.011%
5/2/2024 Haverford Trust Co2,076$206K0.0%N/A0.001%
5/2/2024 GSB Wealth Management LLC3,584$356K0.1%+10.2%0.001%
5/2/2024 Nordea Investment Management AB463,190$46.14M0.1%+19.6%0.115%
5/2/2024 Fidelis Capital Partners LLC3,537$351K0.1%+5.8%0.001%
5/2/2024 St. Louis Trust Co3,000$298K0.0%-8.5%0.001%
5/2/2024 BNP Paribas47,125$4.51M0.2%N/A0.012%
5/1/2024 Connecticut Wealth Management LLC101,271$10.05M0.5%-5.7%0.025%
5/1/2024 Janney Montgomery Scott LLC53,104$5.27M0.0%-3.2%0.013%
5/1/2024 Mirae Asset Global Investments Co. Ltd.65,152$6.47M0.0%+3.8%0.016%
5/1/2024 Mission Wealth Management LP2,457$244K0.0%+6.6%0.001%
5/1/2024 Sequoia Financial Advisors LLC8,054$800K0.0%-69.1%0.002%
5/1/2024 Diversify Advisory Services LLC9,064$893K0.1%N/A0.002%
4/30/2024 Private Advisor Group LLC22,932$2.28M0.0%-17.3%0.006%
4/30/2024 J.W. Cole Advisors Inc.6,452$640K0.0%+27.8%0.002%
4/30/2024 Hartline Investment Corp2,252$224K0.0%N/A0.001%
4/30/2024 Retirement Systems of Alabama89,489$8.88M0.0%-0.8%0.022%
4/30/2024 North Star Investment Management Corp.2,181$217K0.0%+37.3%0.001%
4/30/2024 Norden Group LLC17,346$1.72M0.1%N/A0.004%
4/30/2024 Van ECK Associates Corp68,257$6.78M0.0%-6.3%0.017%
4/30/2024 HB Wealth Management LLC7,009$696K0.0%-7.8%0.002%
4/30/2024 Bull Street Advisors LLC5,680$564K0.3%+9.7%0.001%
4/30/2024 Caprock Group LLC2,878$286K0.0%-38.6%0.001%
4/30/2024 Perigon Wealth Management LLC16,572$1.65M0.0%+1.0%0.004%
4/30/2024 OFI Invest Asset Management367,215$33.75M0.9%+4.4%0.091%
4/30/2024 Allspring Global Investments Holdings LLC230,052$22.84M0.0%+145.4%0.057%
4/29/2024Commonwealth Equity Services LLC153,101$15.20M0.0%+1.2%0.038%
4/29/2024 Boyd Watterson Asset Management LLC OH3,427$340K0.1%+5.3%0.001%
4/29/2024 Greenleaf Trust9,880$981K0.0%+4.4%0.002%
4/29/2024 Principal Financial Group Inc.468,665$46.52M0.0%+0.5%0.116%
4/29/2024 Seascape Capital Management33,744$3.35M1.2%+6.8%0.008%
4/29/2024 Heritage Investors Management Corp24,872$2.47M0.1%-0.5%0.006%
4/29/2024 Tower Bridge Advisors3,458$343K0.0%-30.3%0.001%
4/29/2024 Mn Services Vermogensbeheer B.V.165,500$16.43M0.1%-14.2%0.041%
4/27/2024 Conning Inc.2,055$204K0.0%N/A0.001%
4/26/2024 Pinnacle Associates Ltd.19,417$1.93M0.0%-3.5%0.005%
4/26/2024 Securian Asset Management Inc.23,880$2.37M0.1%-7.8%0.006%
4/26/2024 Pavion Blue Capital LLC2,151$214K0.1%N/A0.001%
4/26/2024 UMB Bank n.a.4,895$486K0.0%-4.7%0.001%
4/26/2024 LifeSteps Financial Inc.311$31K0.0%N/A0.000%
4/26/2024 Yousif Capital Management LLC63,556$6.31M0.1%-4.4%0.016%
4/26/2024 YHB Investment Advisors Inc.23,402$2.32M0.2%+7.1%0.006%
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4/26/2024 ZWJ Investment Counsel Inc.2,854$283K0.0%N/A0.001%
4/26/2024 Members Trust Co2,956$293K0.0%-13.9%0.001%
4/26/2024 SYSTM Wealth Solutions LLC987$98K0.0%-48.0%0.000%
4/26/2024 Mesirow Financial Investment Management Inc.6,055$601K0.0%N/A0.001%
4/26/2024 Tritonpoint Wealth LLC2,869$285K0.0%+4.1%0.001%
4/25/2024 New York State Teachers Retirement System347,026$34.45M0.1%-8.1%0.086%
4/25/2024 Bank of New York Mellon Corp3,573,711$354.76M0.1%-3.7%0.884%
4/25/2024 Bridges Investment Management Inc.10,390$1.03M0.0%+13.7%0.003%
4/25/2024 Equitable Trust Co.244,320$24.25M1.7%-0.9%0.060%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 113,900$11.31M0.0%+1.1%0.028%
(Data available from 1/1/2016 forward)

OTIS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OTIS shares?

During the previous two years, 1,126 institutional investors and hedge funds held shares of Otis Worldwide. The most heavily invested institutionals were Aspire Private Capital LLC ($47.18B), Vanguard Group Inc. ($4.10B), BlackRock Inc. ($3.14B), State Street Corp ($1.43B), Morgan Stanley ($1.04B), Geode Capital Management LLC ($901.09M), and Quilter Plc ($800.78M).Learn more on OTIS's institutional investors.

What percentage of Otis Worldwide stock is owned by institutional investors?

88.03% of Otis Worldwide stock is owned by institutional investors. Learn more on OTIS's institutional investor holdings.

Which institutional investors have been buying Otis Worldwide stock?

Of the 855 institutional investors that purchased Otis Worldwide stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($7.03M), Vanguard Group Inc. ($6.04M), JPMorgan Chase & Co. ($4.68M), Viking Global Investors LP ($3.54M), Mitsubishi UFJ Kokusai Asset Management Co. Ltd. ($3.11M), Parnassus Investments LLC ($2.86M), and Brown Advisory Inc. ($2.75M).

How much institutional buying is happening at Otis Worldwide?

Institutional investors have bought a total of 84,955,699 shares in the last 24 months. This purchase volume represents approximately $6.76B in transactions.

Which Otis Worldwide major shareholders have been selling company stock?

Of the 724 institutional investors that sold Otis Worldwide stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($41.48M), Bank of New York Mellon Corp ($3.75M), BlackRock Inc. ($3.53M), Fiera Capital Corp ($2.96M), Boston Partners ($2.94M), Massachusetts Financial Services Co. MA ($2.70M), and Invesco Ltd. ($2.58M).

How much institutional selling is happening at Otis Worldwide?

Institutional investors have sold a total of 111,742,680 shares in the last 24 months. This volume of shares sold represents approximately $9.24B in transactions.


This page (NYSE:OTIS) was last updated on 5/9/2024 by MarketBeat.com Staff

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