Institutional Ownership Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS). We have compiled data on the 1,355 institutions that hold shares in the stock, with a total of 361 Million shares, which have been reported (via 13F filing form) to have a value of $37.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Menora Mivtachim Holdings Ltd.
|
Feb 13, 2025 Q4 2024 |
2,439,724
shares
|
$252 Million
1.42% of portfolio
|
Q4 2024
Reduced 18.43%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
2,409,345
shares
|
$249 Million
0.3% of portfolio
|
Q4 2023
Added 20.1%
|
|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
2,402,879
shares
|
$248 Million
0.22% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
2,304,482
shares
|
$238 Million
0.04% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Uss Investment Management LTD
|
Feb 13, 2025 Q4 2024 |
2,293,062
shares
|
$237 Million
1.6% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
London CO Of Virginia
Richmond, VA |
Feb 14, 2025 Q4 2024 |
2,243,564
shares
|
$232 Million
1.19% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
2,167,129
shares
|
$224 Million
0.26% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
2,095,669
shares
|
$216 Million
0.05% of portfolio
|
Q4 2024
Reduced 16.98%
|
|
|
Guinness Asset Management LTD
London, X0 |
Jan 16, 2025 Q4 2024 |
1,947,756
shares
|
$201 Million
3.59% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Primecap Management CO
Pasadena, CA |
Feb 10, 2025 Q4 2024 |
1,809,921
shares
|
$187 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
Feb 14, 2025 Q4 2024 |
1,766,746
shares
|
$182 Million
2.16% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
1,749,431
shares
|
$181 Million
0.03% of portfolio
|
Q4 2024
Reduced 13.05%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
1,713,967
shares
|
$177 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
1,695,446
shares
|
$175 Million
0.06% of portfolio
|
Q4 2024
Added 13.86%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
1,535,994
shares
|
$159 Million
0.15% of portfolio
|
Q1 2024
Reduced 21.96%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
1,510,526
shares
|
$156 Million
0.16% of portfolio
|
Q2 2023
Reduced 12.79%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Feb 14, 2025 Q4 2024 |
1,385,894
shares
|
$143 Million
0.5% of portfolio
|
Q4 2024
Reduced 15.89%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
1,345,551
shares
|
$139 Million
0.18% of portfolio
|
Q4 2024
Added 18.76%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
1,298,514
shares
|
$134 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Feb 12, 2025 Q4 2024 |
1,297,308
shares
|
$134 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Feb 14, 2025 Q4 2024 |
1,290,620
shares
|
$133 Million
0.46% of portfolio
|
Q4 2024
Reduced 12.09%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Feb 12, 2025 Q4 2024 |
1,155,835
shares
|
$119 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Swiss National Bank
Zurich, V8 |
Feb 10, 2025 Q4 2024 |
1,131,543
shares
|
$117 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Feb 14, 2025 Q4 2024 |
1,107,423
shares
|
$114 Million
0.26% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Lazard Freres Gestion S.A.S.
|
Feb 10, 2025 Q4 2024 |
1,104,769
shares
|
$114 Million
2.05% of portfolio
|
Q4 2024
Added 8.3%
|