Who Owns Otis Worldwide Stock?
NYSE: OTISTechnologyConsumer Electronics/AppliancesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 96.21%
- Held by insiders
- 0.14%
- Institutional holders
- 1,697
- Institutions 96.2%
- Insiders 0.1%
- Public and other 3.6%
Who owns Otis Worldwide stock?
Institutional investors own about 96.2% of Otis Worldwide's shares, spread across 1,697 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 0.14% of OTIS.
The largest institutional holders are Blackrock Inc. (8.31%), Vanguard Capital Management LLC (6.58%) and Vanguard Portfolio Management LLC (5.24%). Together, the top 10 institutions control 40.7% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their OTIS positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of OTIS
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 31.62M | 8.31% | -1.9% |
| Vanguard Capital Management LLC | 25.06M | 6.58% | -0.8% |
| Vanguard Portfolio Management LLC | 19.96M | 5.24% | +1.3% |
| State Street Corporation | 16.66M | 4.38% | +2.9% |
| Geode Capital Management, LLC | 12.59M | 3.31% | +1.1% |
| Franklin Resources, Inc. | 11.78M | 3.10% | +2.3% |
| Morgan Stanley | 10.96M | 2.88% | -15.4% |
| FMR, LLC | 10.11M | 2.66% | +26.7% |
| NORGES BANK | 8.60M | 2.26% | -2.4% |
| ClearBridge Investments, LLC | 7.46M | 1.96% | +177.3% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of OTIS
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 12.18M | 3.20% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | 9.94M | 2.61% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | 8.32M | 2.18% |
| PUTNAM LARGE CAP VALUE FUND | 6.50M | 1.71% |
| iShares Trust-iShares Core S&P 500 ETF | 5.11M | 1.34% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | 4.98M | 1.31% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | 4.70M | 1.23% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | 3.65M | 0.96% |
| VanEck ETF Trust-VanEck Morningstar Wide Moat ETF | 3.51M | 0.92% |
| Legg Mason Part. Investment TRT-ClearBridge Dividend Strategy Fd. | 3.14M | 0.83% |
Frequently asked questions
Who is the largest shareholder of Otis Worldwide?
Blackrock Inc. is the largest institutional shareholder of OTIS, owning 8.31% of shares outstanding (31.62M shares) as of its latest 13F filing.
What percentage of Otis Worldwide is owned by institutions?
Institutions own about 96.2% of OTIS shares and 96.4% of the public float.
How much of Otis Worldwide do insiders own?
Insiders, such as officers and directors, own about 0.14% of OTIS shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.