Security record · archived quarter
OTIS
Otis Worldwide Corporation · Industrials · Industrial - Machinery
168Tracked holders
0Δ holders
275.73MShares held
$24.09BReported value
+1New positions
−0Exits
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 165 | -5 | 265.20M | $19.01B | +3 | −7 |
| 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 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 48.64M | 0.0% | $4.25B | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (passive) | 33.58M | +4.6% | $2.93B | 0.1% | ▲ Add | 3 | SEC ↗ ×22 |
| 3 | State Street Global Advisors ✦ (passive) | 16.13M | +0.8% | $1.41B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | Alliancebernstein L.P. | 15.19M | — | $1.33B | 0.4% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 12.68M | -3.1% | $1.11B | 0.1% | ▼ Trim | 2 | SEC ↗ ×15 |
| 6 | Geode Capital Management ✦ (passive) | 10.79M | +0.3% | $945.02M | 0.1% | ▲ Add | 7 | SEC ↗ ×2 |
| 7 | Norges Bank ✦ (passive) | 8.82M | New | $770.12M | 0.1% | New | 1 | SEC ↗ |
| 8 | Franklin Resources Inc | 7.84M | — | $685.01M | 0.2% | n/c | 1 | SEC ↗ ×11 |
| 9 | Massachusetts Financial Services Co… | 6.84M | — | $597.74M | 0.2% | n/c | 1 | SEC ↗ ×7 |
| 10 | JPMorgan Chase ✦ | 6.03M | -59.9% | $527.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×16 |
| 11 | Mitsubishi UFJ Asset Management… | 4.69M | — | $413.90M | 0.3% | n/c | 1 | SEC ↗ |
| 12 | Northern Trust Corp | 4.10M | — | $357.74M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 13 | Invesco Ltd. | 3.90M | — | $341.07M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 14 | Wellington Management ✦ | 3.61M | +2.4% | $315.58M | 0.1% | ▲ Add | 7 | SEC ↗ ×3 |
| 15 | Marshall Wace ✦ | 3.25M | +6.0% | $284.07M | 0.3% | ▲ Add | 6 | SEC ↗ ×3 |
| 16 | Bank Of America Corp /De/ | 3.08M | — | $269.10M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 17 | D. E. Shaw & Co. ✦ | 3.06M | -16.5% | $266.90M | 0.2% | ▼ Trim | 7 | SEC ↗ ×2 |
| 18 | UBS AM, a distinct business unit of… | 2.99M | — | $261.34M | 0.1% | n/c | 1 | SEC ↗ ×11 |
| 19 | Capital Research Global Investors | 2.84M | — | $248.42M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 2.74M | — | $239.12M | 0.0% | n/c | 1 | SEC ↗ ×20 |
| 21 | Legal & General Group Plc | 2.73M | — | $238.66M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 22 | Fidelity (FMR) ✦ | 2.68M | +31.2% | $234.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 23 | Millennium Management ✦ | 2.39M | +1047.0% | $208.55M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 24 | Charles Schwab Investment… | 2.37M | — | $207.27M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Nomura Asset Management… | 2.35M | — | $205.61M | 0.3% | n/c | 1 | SEC ↗ ×3 |
| 26 | AQR Capital Management ✦ | 2.29M | -11.9% | $199.84M | 0.1% | ▼ Trim | 7 | SEC ↗ ×8 |
| 27 | Goldman Sachs Group ✦ | 2.29M | +18.6% | $199.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 28 | Squarepoint Ops LLC | 2.15M | — | $187.99M | 0.4% | n/c | 1 | SEC ↗ |
| 29 | PRIMECAP Management ✦ | 2.09M | -11.9% | $182.79M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 30 | Amundi | 2.02M | — | $176.22M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 31 | UBS Group AG | 1.91M | — | $167.10M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 32 | Dimensional Fund Advisors Lp | 1.89M | — | $164.71M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 33 | Deutsche Bank Ag\ | 1.84M | — | $160.77M | 0.1% | n/c | 1 | SEC ↗ ×11 |
| 34 | Hsbc Holdings Plc | 1.74M | — | $152.09M | 0.0% | n/c | 1 | SEC ↗ ×26 |
| 35 | Qube Research & Technologies Ltd | 1.49M | — | $130.08M | 0.2% | n/c | 1 | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 1.41M | — | $123.28M | 0.1% | n/c | 1 | SEC ↗ ×21 |
| 37 | Renaissance Technologies ✦ | 1.30M | +141.5% | $113.26M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 38 | Man Group plc | 1.27M | — | $111.04M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 39 | Assenagon Asset Management S.A. | 1.20M | — | $104.97M | 0.2% | n/c | 1 | SEC ↗ |
| 40 | Barclays Plc | 1.15M | — | $100.35M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 41 | Clearbridge Investments, LLC | 1.12M | — | $97.42M | 0.1% | n/c | 1 | SEC ↗ |
| 42 | Swiss National Bank | 1.08M | — | $93.96M | 0.1% | n/c | 1 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 1.07M | — | $93.81M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 44 | Citigroup Inc | 1.04M | — | $90.95M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 45 | Royal Bank Of Canada | 997.06K | — | $87.09M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 46 | Pictet Asset Management Holding SA | 942.17K | — | $82.30M | 0.1% | n/c | 1 | SEC ↗ |
| 47 | Sumitomo Mitsui Trust Group, Inc. | 882.87K | — | $77.12M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Citadel Advisors ✦ | 867.96K | -22.7% | $75.82M | 0.1% | ▼ Trim | 7 | SEC ↗ ×2 |
| 49 | Nuveen, LLC | 859.28K | — | $75.06M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 50 | Victory Capital Management Inc | 821.90K | — | $71.79M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Rhumbline Advisers | 791.78K | — | $69.16M | 0.1% | n/c | 1 | SEC ↗ |
| 52 | BNP Paribas Asset Management… | 764.76K | — | $66.81M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 53 | Arrowstreet Capital ✦ | 724.06K | +23.2% | $63.25M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 54 | California Public Employees… | 704.87K | — | $61.57M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | HighTower Advisors, LLC | 703.18K | — | $61.42M | 0.1% | n/c | 1 | SEC ↗ |
| 56 | California State Teachers… | 643.82K | — | $56.24M | 0.1% | n/c | 1 | SEC ↗ |
| 57 | Fisher Asset Management ✦ | 624.00K | -3.8% | $54.51M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 58 | National Pension Service | 616.14K | — | $53.82M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Canada Pension Plan Investment Board | 598.96K | — | $52.32M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | T. Rowe Price ✦ | 592.01K | -1.3% | $51.71M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 61 | Wells Fargo & Company/Mn | 591.49K | — | $51.67M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 62 | Bnp Paribas Financial Markets | 586.70K | — | $51.25M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Two Sigma Investments ✦ | 574.14K | -30.9% | $50.15M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 64 | Neuberger Berman Group LLC | 564.43K | — | $49.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 65 | PFA Pension, Forsikringsaktieselskab | 557.40K | — | $49.06M | 0.1% | n/c | 1 | SEC ↗ |
| 66 | Hrt Financial Lp | 531.41K | — | $46.42M | 0.1% | n/c | 1 | SEC ↗ |
| 67 | Sei Investments Co | 521.35K | — | $45.54M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 68 | Artisan Partners Limited Partnership | 511.88K | — | $44.71M | 0.1% | n/c | 1 | SEC ↗ |
| 69 | First Trust Advisors Lp | 492.88K | — | $43.05M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Mitsubishi UFJ Trust & Banking Corp | 462.23K | — | $40.38M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 71 | Allianz Asset Management GmbH | 459.11K | — | $40.10M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 72 | Ameriprise Financial Inc | 441.30K | — | $38.55M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 73 | Principal Financial Group Inc | 437.20K | — | $38.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 74 | Storebrand Asset Management As | 437.11K | — | $38.18M | 0.1% | n/c | 1 | SEC ↗ |
| 75 | Envestnet Asset Management Inc | 415.08K | — | $36.25M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Tidal Investments LLC | 372.55K | — | $32.54M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 77 | Pnc Financial Services Group, Inc. | 352.10K | — | $30.76M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 78 | National Bank Of Canada /Fi/ | 348.54K | — | $30.44M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 79 | State Board Of Administration Of… | 344.87K | — | $30.12M | 0.1% | n/c | 1 | SEC ↗ |
| 80 | Korea Investment CORP | 339.25K | — | $29.63M | 0.1% | n/c | 1 | SEC ↗ |
| 81 | Boston Partners | 328.44K | — | $28.69M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 82 | Fayez Sarofim & Co | 328.35K | — | $28.68M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 83 | Aberdeen Group plc | 326.40K | — | $28.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 84 | Aviva Plc | 317.81K | — | $27.76M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Manufacturers Life Insurance… | 305.62K | — | $26.70M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Corient Private Wealth LP | 300.61K | — | $26.11M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 87 | Cerity Partners LLC | 294.62K | — | $25.74M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 88 | Raymond James Financial Inc | 265.83K | — | $23.22M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 89 | LPL Financial LLC | 249.22K | — | $21.77M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Swedbank AB | 248.20K | — | $21.68M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Universal- Beteiligungs- und… | 242.82K | — | $21.30M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Zurcher Kantonalbank (Zurich… | 239.99K | — | $20.96M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Toronto Dominion Bank | 235.41K | — | $20.56M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 94 | Creative Planning | 234.96K | — | $20.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 95 | Credit Agricole S A | 232.24K | — | $20.29M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 96 | New York State Common Retirement… | 230.51K | — | $20.13M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Danske Bank A/S | 225.99K | — | $19.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 98 | Bridgewater Associates ✦ | 225.19K | +116.8% | $19.67M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 99 | Prudential Financial Inc | 218.96K | — | $19.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 100 | Td Asset Management Inc | 212.07K | — | $18.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
“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 ·
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