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Security record · archived quarter

OTIS

Otis Worldwide Corporation · Industrials · Industrial - Machinery

72.36 +1.3% mkt cap $27.55B quote delayed (FMP) · as of Aug 26 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
168Tracked holders
0Δ holders
275.73MShares held
$24.09BReported value
+1New positions
−0Exits
Stable Conviction score 54/100 5 quarters of rising tracked shares ●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.7% · net new positions +0.6%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 164 -5 265.09M $19.01B +3 −8
Q1 2026 172 +3 253.11M $19.56B +5 −3
Q4 2025 168 0 275.73M $24.09B +1
Q3 2025 26 +2 159.71M $14.60B +2 −1
Q2 2025 22 +1 136.57M $13.52B +1
Q1 2025 18 0 44.01M $4.54B +1 −1
Q4 2024 18 +1 43.87M $4.06B +1
Q3 2024 16 -1 27.20M $2.83B +1 −2
Q2 2024 17 27.60M $2.66B
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group (passive) 48.64M 0.0% $4.25B 0.1% ▲ Add 3 SEC ↗
2 The Vanguard Group (passive) 48.64M 0.0% $4.25B 0.1% ▲ Add 3 SEC ↗
3 The Vanguard Group (passive) 48.64M 0.0% $4.25B 0.1% ▲ Add 3 SEC ↗
4 The Vanguard Group (passive) 48.64M 0.0% $4.25B 0.1% ▲ Add 3 SEC ↗
5 The Vanguard Group (passive) 48.64M 0.0% $4.25B 0.1% ▲ Add 3 SEC ↗
6 The Vanguard Group (passive) 48.64M 0.0% $4.25B 0.1% ▲ Add 3 SEC ↗
7 BlackRock (passive) 33.58M +4.6% $2.93B 0.1% ▲ Add 3 SEC ↗
8 BlackRock (passive) 33.58M +4.6% $2.93B 0.1% ▲ Add 3 SEC ↗
9 BlackRock (passive) 33.58M +4.6% $2.93B 0.1% ▲ Add 3 SEC ↗
10 BlackRock (passive) 33.58M +4.6% $2.93B 0.1% ▲ Add 3 SEC ↗
11 BlackRock (passive) 33.58M +4.6% $2.93B 0.1% ▲ Add 3 SEC ↗
12 BlackRock (passive) 33.58M +4.6% $2.93B 0.1% ▲ Add 3 SEC ↗
13 BlackRock (passive) 33.58M +4.6% $2.93B 0.1% ▲ Add 3 SEC ↗
14 BlackRock (passive) 33.58M +4.6% $2.93B 0.1% ▲ Add 3 SEC ↗
15 BlackRock (passive) 33.58M +4.6% $2.93B 0.1% ▲ Add 3 SEC ↗
16 BlackRock (passive) 33.58M +4.6% $2.93B 0.1% ▲ Add 3 SEC ↗
17 BlackRock (passive) 33.58M +4.6% $2.93B 0.1% ▲ Add 3 SEC ↗
18 BlackRock (passive) 33.58M +4.6% $2.93B 0.1% ▲ Add 3 SEC ↗
19 BlackRock (passive) 33.58M +4.6% $2.93B 0.1% ▲ Add 3 SEC ↗
20 BlackRock (passive) 33.58M +4.6% $2.93B 0.1% ▲ Add 3 SEC ↗
21 BlackRock (passive) 33.58M +4.6% $2.93B 0.1% ▲ Add 3 SEC ↗
22 BlackRock (passive) 33.58M +4.6% $2.93B 0.1% ▲ Add 3 SEC ↗
23 BlackRock (passive) 33.58M +4.6% $2.93B 0.1% ▲ Add 3 SEC ↗
24 BlackRock (passive) 33.58M +4.6% $2.93B 0.1% ▲ Add 3 SEC ↗
25 BlackRock (passive) 33.58M +4.6% $2.93B 0.1% ▲ Add 3 SEC ↗
26 BlackRock (passive) 33.58M +4.6% $2.93B 0.1% ▲ Add 3 SEC ↗
27 BlackRock (passive) 33.58M +4.6% $2.93B 0.1% ▲ Add 3 SEC ↗
28 BlackRock (passive) 33.58M +4.6% $2.93B 0.1% ▲ Add 3 SEC ↗
29 State Street Global Advisors (passive) 16.13M +0.8% $1.41B 0.0% ▲ Add 5 SEC ↗
30 Alliancebernstein L.P. 15.19M $1.33B 0.4% n/c 1 SEC ↗
31 Morgan Stanley 12.68M -3.1% $1.11B 0.1% ▼ Trim 2 SEC ↗
32 Morgan Stanley 12.68M -3.1% $1.11B 0.1% ▼ Trim 2 SEC ↗
33 Morgan Stanley 12.68M -3.1% $1.11B 0.1% ▼ Trim 2 SEC ↗
34 Morgan Stanley 12.68M -3.1% $1.11B 0.1% ▼ Trim 2 SEC ↗
35 Morgan Stanley 12.68M -3.1% $1.11B 0.1% ▼ Trim 2 SEC ↗
36 Morgan Stanley 12.68M -3.1% $1.11B 0.1% ▼ Trim 2 SEC ↗
37 Morgan Stanley 12.68M -3.1% $1.11B 0.1% ▼ Trim 2 SEC ↗
38 Morgan Stanley 12.68M -3.1% $1.11B 0.1% ▼ Trim 2 SEC ↗
39 Morgan Stanley 12.68M -3.1% $1.11B 0.1% ▼ Trim 2 SEC ↗
40 Morgan Stanley 12.68M -3.1% $1.11B 0.1% ▼ Trim 2 SEC ↗
41 Morgan Stanley 12.68M -3.1% $1.11B 0.1% ▼ Trim 2 SEC ↗
42 Morgan Stanley 12.68M -3.1% $1.11B 0.1% ▼ Trim 2 SEC ↗
43 Morgan Stanley 12.68M -3.1% $1.11B 0.1% ▼ Trim 2 SEC ↗
44 Morgan Stanley 12.68M -3.1% $1.11B 0.1% ▼ Trim 2 SEC ↗
45 Morgan Stanley 12.68M -3.1% $1.11B 0.1% ▼ Trim 2 SEC ↗
46 Geode Capital Management (passive) 10.79M +0.3% $945.02M 0.1% ▲ Add 7 SEC ↗
47 Geode Capital Management (passive) 10.79M +0.3% $945.02M 0.1% ▲ Add 7 SEC ↗
48 Norges Bank (passive) 8.82M New $770.12M 0.1% New 1 SEC ↗
49 Franklin Resources Inc 7.84M $685.01M 0.2% n/c 1 SEC ↗
50 Franklin Resources Inc 7.84M $685.01M 0.2% n/c 1 SEC ↗
51 Franklin Resources Inc 7.84M $685.01M 0.2% n/c 1 SEC ↗
52 Franklin Resources Inc 7.84M $685.01M 0.2% n/c 1 SEC ↗
53 Franklin Resources Inc 7.84M $685.01M 0.2% n/c 1 SEC ↗
54 Franklin Resources Inc 7.84M $685.01M 0.2% n/c 1 SEC ↗
55 Franklin Resources Inc 7.84M $685.01M 0.2% n/c 1 SEC ↗
56 Franklin Resources Inc 7.84M $685.01M 0.2% n/c 1 SEC ↗
57 Franklin Resources Inc 7.84M $685.01M 0.2% n/c 1 SEC ↗
58 Franklin Resources Inc 7.84M $685.01M 0.2% n/c 1 SEC ↗
59 Franklin Resources Inc 7.84M $685.01M 0.2% n/c 1 SEC ↗
60 Massachusetts Financial Services Co… 6.84M $597.74M 0.2% n/c 1 SEC ↗
61 Massachusetts Financial Services Co… 6.84M $597.74M 0.2% n/c 1 SEC ↗
62 Massachusetts Financial Services Co… 6.84M $597.74M 0.2% n/c 1 SEC ↗
63 Massachusetts Financial Services Co… 6.84M $597.74M 0.2% n/c 1 SEC ↗
64 Massachusetts Financial Services Co… 6.84M $597.74M 0.2% n/c 1 SEC ↗
65 Massachusetts Financial Services Co… 6.84M $597.74M 0.2% n/c 1 SEC ↗
66 Massachusetts Financial Services Co… 6.84M $597.74M 0.2% n/c 1 SEC ↗
67 JPMorgan Chase 6.03M -59.9% $527.07M 0.0% ▼ Trim 2 SEC ↗
68 JPMorgan Chase 6.03M -59.9% $527.07M 0.0% ▼ Trim 2 SEC ↗
69 JPMorgan Chase 6.03M -59.9% $527.07M 0.0% ▼ Trim 2 SEC ↗
70 JPMorgan Chase 6.03M -59.9% $527.07M 0.0% ▼ Trim 2 SEC ↗
71 JPMorgan Chase 6.03M -59.9% $527.07M 0.0% ▼ Trim 2 SEC ↗
72 JPMorgan Chase 6.03M -59.9% $527.07M 0.0% ▼ Trim 2 SEC ↗
73 JPMorgan Chase 6.03M -59.9% $527.07M 0.0% ▼ Trim 2 SEC ↗
74 JPMorgan Chase 6.03M -59.9% $527.07M 0.0% ▼ Trim 2 SEC ↗
75 JPMorgan Chase 6.03M -59.9% $527.07M 0.0% ▼ Trim 2 SEC ↗
76 JPMorgan Chase 6.03M -59.9% $527.07M 0.0% ▼ Trim 2 SEC ↗
77 JPMorgan Chase 6.03M -59.9% $527.07M 0.0% ▼ Trim 2 SEC ↗
78 JPMorgan Chase 6.03M -59.9% $527.07M 0.0% ▼ Trim 2 SEC ↗
79 JPMorgan Chase 6.03M -59.9% $527.07M 0.0% ▼ Trim 2 SEC ↗
80 JPMorgan Chase 6.03M -59.9% $527.07M 0.0% ▼ Trim 2 SEC ↗
81 JPMorgan Chase 6.03M -59.9% $527.07M 0.0% ▼ Trim 2 SEC ↗
82 JPMorgan Chase 6.03M -59.9% $527.07M 0.0% ▼ Trim 2 SEC ↗
83 Mitsubishi UFJ Asset Management… 4.69M $413.90M 0.3% n/c 1 SEC ↗
84 Northern Trust Corp 4.10M $357.74M 0.0% n/c 1 SEC ↗
85 Northern Trust Corp 4.10M $357.74M 0.0% n/c 1 SEC ↗
86 Northern Trust Corp 4.10M $357.74M 0.0% n/c 1 SEC ↗
87 Northern Trust Corp 4.10M $357.74M 0.0% n/c 1 SEC ↗
88 Northern Trust Corp 4.10M $357.74M 0.0% n/c 1 SEC ↗
89 Northern Trust Corp 4.10M $357.74M 0.0% n/c 1 SEC ↗
90 Northern Trust Corp 4.10M $357.74M 0.0% n/c 1 SEC ↗
91 Northern Trust Corp 4.10M $357.74M 0.0% n/c 1 SEC ↗
92 Northern Trust Corp 4.10M $357.74M 0.0% n/c 1 SEC ↗
93 Northern Trust Corp 4.10M $357.74M 0.0% n/c 1 SEC ↗
94 Invesco Ltd. 3.90M $341.07M 0.0% n/c 1 SEC ↗
95 Invesco Ltd. 3.90M $341.07M 0.0% n/c 1 SEC ↗
96 Invesco Ltd. 3.90M $341.07M 0.0% n/c 1 SEC ↗
97 Invesco Ltd. 3.90M $341.07M 0.0% n/c 1 SEC ↗
98 Invesco Ltd. 3.90M $341.07M 0.0% n/c 1 SEC ↗
99 Invesco Ltd. 3.90M $341.07M 0.0% n/c 1 SEC ↗
100 Invesco Ltd. 3.90M $341.07M 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Norges Bank $770.12M 0.1%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,227 holders, 340.29M shares, $24.83B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API