Otis Worldwide Ownership | Who Owns Otis Worldwide?

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Otis Worldwide Ownership Summary

Otis Worldwide is owned by 34.30% institutional investors, 0.21% insiders, and 65.49% retail investors. Vanguard group is the largest institutional shareholder, holding 11.25% 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	34.30%	0.21%	65.49%
Sector	Industrials Stocks	50.81%	11.74%	37.45%
Industry	Industrial Machinery Stocks	57.70%	9.34%	32.96%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	45.00M	11.25%	$4.17B
Jpmorgan chase	35.52M	8.88%	$3.29B
Blackrock	34.51M	8.52%	$3.32B
Blackrock funding, inc. /de	32.92M	8.23%	$3.05B
Alliancebernstein	19.78M	4.94%	$1.83B
State street	16.07M	3.97%	$1.55B
Morgan stanley	12.44M	3.07%	$1.20B
Geode capital management	11.13M	2.78%	$1.03B
Franklin resources	7.79M	1.95%	$720.98M
Massachusetts financial services co /ma/	7.61M	1.90%	$704.35M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Bls capital fondsmaeglerselskab	4.20M	11.92%	$388.85M
Fifthdelta	257.60K	8.45%	$23.86M
Sarasin & partners llp	4.05M	4.14%	$375.38M
J. stern & co. llp	414.57K	3.62%	$38.39M
Guinness asset management	1.95M	3.39%	$180.36M
William allan	48.54K	2.76%	$4.50M
Pensioenfonds rail & ov	379.70K	2.74%	$36.55M
Stonepine asset management	3.00M	2.61%	$278.05M
Cloverfields capital group, lp	85.01K	2.53%	$7.87M
Fundsmith llp	6.14M	2.41%	$590.87M

Top Buyers

Holder	Shares	% Assets	Change
Jpmorgan chase	35.52M	0.24%	7.45M
Norges bank	7.02M	0.09%	7.02M
Ubs group	2.80M	0.05%	1.61M
Canoe financial lp	1.03M	1.56%	904.16K
Bnp paribas arbitrage, snc	723.05K	0.04%	723.05K

Top Sellers

Holder	Shares	% Assets	Change
Omers administration	17.08K	0.01%	-1.95M
Alliancebernstein	19.78M	0.62%	-1.77M
Ako capital llp	-	-	-761.94K
Legal & general group	2.87M	0.07%	-732.02K
National pension service	564.77K	0.05%	-610.47K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	7.02M	0.09%	7.02M	$649.88M
Bnp paribas arbitrage, snc	723.05K	0.04%	723.05K	$66.96M
Twinbeech capital lp	424.24K	0.67%	424.24K	$39.29M
Raymond james financial	264.01K	0.01%	264.01K	$24.45M
Exoduspoint capital management, lp	259.75K	0.17%	259.75K	$24.05M

Sold Out

Holder	Change
Psi advisors	-2.00
Mendota financial group	-2.00
Tfo-tdc	-2.00
Meadowbrook investment advisors	-2.00
Delos wealth advisors	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
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%

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	12.60M	3.18%	43.78K
Vanguard Institutional 500 Index Trust	11.08M	2.79%	72.62K
Vanguard Mid Cap Index Institutional	8.63M	2.18%	37.10K
Fundsmith Equity I Acc	5.65M	1.43%	-
Fidelity 500 Index	5.00M	1.26%	22.28K
AllianceBernstein US L/C Growth Eqty MF	4.97M	1.26%	-593.23K
SPDR® S&P 500 ETF	4.93M	1.25%	-112.38K
iShares Core S&P 500 ETF	4.84M	1.22%	14.04K
SPDR® S&P 500® ETF Trust	4.80M	1.21%	-25.16K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 10, 2025	de Montlivault Stephane	President, Otis Asia Pacific	Sell	$381.64K
Mar 10, 2025	de Montlivault Stephane	President, Otis Asia Pacific	Sell	$319.64K
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
Feb 10, 2025	LaFreniere Nora E.	EVP, General Counsel	Sell	$163.05K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	9
2024 Q4	-	2
2024 Q3	-	-
2024 Q2	-	1
2024 Q1	-	4

OTIS Ownership FAQ

Who Owns Otis Worldwide?

Otis Worldwide shareholders are primarily institutional investors at 34.30%, followed by 0.21% insiders and 65.49% retail investors. The average institutional ownership in Otis Worldwide's industry, Industrial Machinery Stocks, is 57.70%, which Otis Worldwide falls below.

Who owns the most shares of Otis Worldwide?

Otis Worldwide’s largest shareholders are Vanguard group (45M shares, 11.25%), Jpmorgan chase (35.52M shares, 8.88%), and Blackrock (34.51M shares, 8.52%). Together, they hold 28.64% 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 11.92% of its assets in 4.2M Otis Worldwide shares, valued at 388.85M$.

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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