Otis Worldwide Ownership | Who Owns Otis Worldwide?
Otis Worldwide Ownership Summary
Otis Worldwide is owned by 87.99% institutional investors, 0.12% insiders, and 11.89% retail investors. Vanguard group is the largest institutional shareholder, holding 11.13% of OTIS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.16% of its assets in Otis Worldwide shares.
OTIS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Otis Worldwide | 87.99% | 0.12% | 11.89% |
| Sector | Industrials Stocks | 62.82% | 10.55% | 26.63% |
| Industry | Industrial Machinery Stocks | 76.77% | 7.61% | 15.61% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 45.09M | 11.13% | $4.34B |
| Blackrock | 34.51M | 8.52% | $3.32B |
| Alliancebernstein | 21.93M | 5.41% | $2.11B |
| Jpmorgan chase | 19.91M | 4.91% | $1.92B |
| State street | 16.07M | 3.97% | $1.55B |
| Morgan stanley | 12.44M | 3.07% | $1.20B |
| Geode capital management | 10.88M | 2.69% | $1.05B |
| Massachusetts financial services co /ma/ | 8.25M | 2.04% | $793.94M |
| Norges bank | 7.27M | 1.79% | $700.08M |
| Fiera capital | 7.02M | 1.73% | $675.72M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bls capital fondsmaeglerselskab | 4.68M | 13.50% | $450.97M |
| Fifthdelta | 400.20K | 8.39% | $38.52M |
| J. stern & co. llp | 378.61K | 4.34% | $36.45M |
| Sarasin & partners llp | 4.14M | 3.53% | $398.06M |
| Guinness asset management | 1.77M | 3.51% | $170.34M |
| William allan | 47.07K | 3.03% | $4.53M |
| Stonepine asset management | 4.46M | 3.03% | $429.72M |
| Cloverfields capital group, lp | 92.55K | 3.01% | $8.91M |
| Pensioenfonds rail & ov | 379.70K | 2.74% | $36.55M |
| Fundsmith llp | 6.14M | 2.41% | $590.87M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 19.91M | 0.16% | 8.91M |
| Norges bank | 7.27M | 0.10% | 7.27M |
| Stonepine asset management | 4.46M | 3.03% | 2.59M |
| Franklin resources | 4.64M | 0.14% | 1.98M |
| Massachusetts financial services co /ma/ | 8.25M | 0.24% | 907.97K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lazard asset management | 27.61K | 0.00% | -1.75M |
| Ako capital llp | - | - | -761.94K |
| Capital research global investors | 2.78M | 0.06% | -743.27K |
| State of wisconsin investment board | 1.13M | 0.29% | -624.68K |
| Fiera capital | 7.02M | 2.09% | -600.29K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 7.27M | 0.10% | 7.27M | $700.08M |
| Fifthdelta | 400.20K | 8.39% | 400.20K | $38.52M |
| J. safra sarasin | 295.40K | 0.52% | 295.40K | $28.43M |
| Corebridge financial | 104.62K | 0.06% | 104.62K | $10.07M |
| Balyasny asset management | 77.90K | 0.01% | 77.90K | $7.50M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -2.00 |
| Delos wealth advisors | -2.00 |
| Fairway wealth | -10.00 |
| Global trust asset management | -11.00 |
| Thomas j. herzfeld advisors | -13.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 1,198 | 0.25% | 352,155,300 | -0.42% | 87 | 1.16% | 441 | -6.17% | 484 | 7.80% |
| Jun 30, 2024 | 1,176 | -2.57% | 355,198,070 | 3.60% | 87 | 1.22% | 463 | -5.32% | 445 | 2.53% |
| Mar 31, 2024 | 1,207 | 1.34% | 342,855,518 | -3.81% | 84 | 1.13% | 489 | 2.52% | 434 | -8.05% |
| Dec 31, 2023 | 1,191 | 7.20% | 356,429,726 | 1.83% | 86 | 1.19% | 477 | 11.45% | 472 | 16.26% |
| Sep 30, 2023 | 1,111 | -2.11% | 350,040,308 | -2.24% | 85 | 1.13% | 428 | -0.23% | 406 | -7.09% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 12.62M | 3.16% | -42.69K |
| Vanguard Institutional 500 Index Trust | 10.62M | 2.66% | 123.03K |
| Vanguard Mid Cap Index Institutional | 8.50M | 2.13% | 15.29K |
| Fundsmith Equity I Acc | 5.77M | 1.44% | - |
| AllianceBernstein US L/C Growth Eqty MF | 5.67M | 1.42% | 85.12K |
| Fidelity 500 Index | 4.92M | 1.23% | -57.14K |
| SPDR® S&P 500® ETF Trust | 4.86M | 1.22% | 1.65K |
| iShares Core S&P 500 ETF | 4.46M | 1.12% | 6.87K |
| AB Large Cap Growth A | 4.15M | 1.04% | -67.75K |
| MS INVF Global Brands A | 3.94M | 0.99% | -77.32K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 08, 2024 | Ryan Michael Patrick | SVP, CAO & Controller | Sell | $569.16K |
| Nov 07, 2024 | Luersman Abbe | EVP & CPO | Sell | $909.21K |
| May 07, 2024 | Zheng Peiming | EVP, Chief Product, Delivery | Sell | $2.84M |
| Feb 21, 2024 | de Montlivault Stephane | President, Otis Asia Pacific | Sell | $1.68M |
| Feb 20, 2024 | LaFreniere Nora E. | EVP, General Counsel | Sell | $2.01M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | 4 |
| 2023 Q4 | - | - |
OTIS Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools