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Security record

OTIS

Otis Worldwide Corporation · Industrials · Industrial - Machinery

71.46 -1.0% mkt cap $27.20B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
165Tracked holders
-5Δ holders
265.29MShares held
$19.02BReported value
+3New positions
−7Exits
Stable Conviction score 41/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -2.9% · share flow +1.7% · net new positions -2.4%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 165 -5 265.29M $19.02B +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
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 31.62M -1.9% $2.26B 0.0% ▼ Trim 5 SEC ↗
2 BlackRock (passive) 31.62M -1.9% $2.26B 0.0% ▼ Trim 5 SEC ↗
3 BlackRock (passive) 31.62M -1.9% $2.26B 0.0% ▼ Trim 5 SEC ↗
4 BlackRock (passive) 31.62M -1.9% $2.26B 0.0% ▼ Trim 5 SEC ↗
5 BlackRock (passive) 31.62M -1.9% $2.26B 0.0% ▼ Trim 5 SEC ↗
6 BlackRock (passive) 31.62M -1.9% $2.26B 0.0% ▼ Trim 5 SEC ↗
7 BlackRock (passive) 31.62M -1.9% $2.26B 0.0% ▼ Trim 5 SEC ↗
8 BlackRock (passive) 31.62M -1.9% $2.26B 0.0% ▼ Trim 5 SEC ↗
9 BlackRock (passive) 31.62M -1.9% $2.26B 0.0% ▼ Trim 5 SEC ↗
10 BlackRock (passive) 31.62M -1.9% $2.26B 0.0% ▼ Trim 5 SEC ↗
11 BlackRock (passive) 31.62M -1.9% $2.26B 0.0% ▼ Trim 5 SEC ↗
12 BlackRock (passive) 31.62M -1.9% $2.26B 0.0% ▼ Trim 5 SEC ↗
13 BlackRock (passive) 31.62M -1.9% $2.26B 0.0% ▼ Trim 5 SEC ↗
14 BlackRock (passive) 31.62M -1.9% $2.26B 0.0% ▼ Trim 5 SEC ↗
15 BlackRock (passive) 31.62M -1.9% $2.26B 0.0% ▼ Trim 5 SEC ↗
16 BlackRock (passive) 31.62M -1.9% $2.26B 0.0% ▼ Trim 5 SEC ↗
17 BlackRock (passive) 31.62M -1.9% $2.26B 0.0% ▼ Trim 5 SEC ↗
18 BlackRock (passive) 31.62M -1.9% $2.26B 0.0% ▼ Trim 5 SEC ↗
19 BlackRock (passive) 31.62M -1.9% $2.26B 0.0% ▼ Trim 5 SEC ↗
20 BlackRock (passive) 31.62M -1.9% $2.26B 0.0% ▼ Trim 5 SEC ↗
21 Vanguard Capital Management Llc 25.06M -0.8% $1.79B 0.0% ▼ Trim 2 SEC ↗
22 State Street Global Advisors (passive) 16.66M +2.9% $1.19B 0.0% ▲ Add 7 SEC ↗
23 Geode Capital Management (passive) 12.59M +1.1% $906.43M 0.0% ▲ Add 9 SEC ↗
24 Geode Capital Management (passive) 12.59M +1.1% $906.43M 0.0% ▲ Add 9 SEC ↗
25 Franklin Resources Inc 11.78M +2.3% $843.75M 0.2% ▲ Add 3 SEC ↗
26 Franklin Resources Inc 11.78M +2.3% $843.75M 0.2% ▲ Add 3 SEC ↗
27 Franklin Resources Inc 11.78M +2.3% $843.75M 0.2% ▲ Add 3 SEC ↗
28 Franklin Resources Inc 11.78M +2.3% $843.75M 0.2% ▲ Add 3 SEC ↗
29 Franklin Resources Inc 11.78M +2.3% $843.75M 0.2% ▲ Add 3 SEC ↗
30 Franklin Resources Inc 11.78M +2.3% $843.75M 0.2% ▲ Add 3 SEC ↗
31 Franklin Resources Inc 11.78M +2.3% $843.75M 0.2% ▲ Add 3 SEC ↗
32 Franklin Resources Inc 11.78M +2.3% $843.75M 0.2% ▲ Add 3 SEC ↗
33 Franklin Resources Inc 11.78M +2.3% $843.75M 0.2% ▲ Add 3 SEC ↗
34 Franklin Resources Inc 11.78M +2.3% $843.75M 0.2% ▲ Add 3 SEC ↗
35 Franklin Resources Inc 11.78M +2.3% $843.75M 0.2% ▲ Add 3 SEC ↗
36 Morgan Stanley 10.96M -15.4% $785.08M 0.0% ▼ Trim 4 SEC ↗
37 Morgan Stanley 10.96M -15.4% $785.08M 0.0% ▼ Trim 4 SEC ↗
38 Morgan Stanley 10.96M -15.4% $785.08M 0.0% ▼ Trim 4 SEC ↗
39 Morgan Stanley 10.96M -15.4% $785.08M 0.0% ▼ Trim 4 SEC ↗
40 Morgan Stanley 10.96M -15.4% $785.08M 0.0% ▼ Trim 4 SEC ↗
41 Morgan Stanley 10.96M -15.4% $785.08M 0.0% ▼ Trim 4 SEC ↗
42 Morgan Stanley 10.96M -15.4% $785.08M 0.0% ▼ Trim 4 SEC ↗
43 Morgan Stanley 10.96M -15.4% $785.08M 0.0% ▼ Trim 4 SEC ↗
44 Morgan Stanley 10.96M -15.4% $785.08M 0.0% ▼ Trim 4 SEC ↗
45 Morgan Stanley 10.96M -15.4% $785.08M 0.0% ▼ Trim 4 SEC ↗
46 Morgan Stanley 10.96M -15.4% $785.08M 0.0% ▼ Trim 4 SEC ↗
47 Morgan Stanley 10.96M -15.4% $785.08M 0.0% ▼ Trim 4 SEC ↗
48 Morgan Stanley 10.96M -15.4% $785.08M 0.0% ▼ Trim 4 SEC ↗
49 Morgan Stanley 10.96M -15.4% $785.08M 0.0% ▼ Trim 4 SEC ↗
50 Morgan Stanley 10.96M -15.4% $785.08M 0.0% ▼ Trim 4 SEC ↗
51 Fidelity (FMR) 10.11M +26.7% $723.85M 0.0% ▲ Add 5 SEC ↗
52 Fidelity (FMR) 10.11M +26.7% $723.85M 0.0% ▲ Add 5 SEC ↗
53 Fidelity (FMR) 10.11M +26.7% $723.85M 0.0% ▲ Add 5 SEC ↗
54 Fidelity (FMR) 10.11M +26.7% $723.85M 0.0% ▲ Add 5 SEC ↗
55 Fidelity (FMR) 10.11M +26.7% $723.85M 0.0% ▲ Add 5 SEC ↗
56 Norges Bank (passive) 8.60M New $615.91M 0.1% New 1 SEC ↗
57 Clearbridge Investments, LLC 7.46M +177.3% $534.25M 0.4% ▲ Add 3 SEC ↗
58 Clearbridge Investments, LLC 7.46M +177.3% $534.25M 0.4% ▲ Add 3 SEC ↗
59 T. Rowe Price 6.10M -30.9% $437.09M 0.0% ▼ Trim 9 SEC ↗
60 T. Rowe Price 6.10M -30.9% $437.09M 0.0% ▼ Trim 9 SEC ↗
61 Mitsubishi UFJ Asset Management… 5.92M +0.4% $423.74M 0.2% ▲ Add 3 SEC ↗
62 D. E. Shaw & Co. 5.44M +57.4% $389.45M 0.3% ▲ Add 9 SEC ↗
63 D. E. Shaw & Co. 5.44M +57.4% $389.45M 0.3% ▲ Add 9 SEC ↗
64 AQR Capital Management 4.63M +204.7% $331.16M 0.1% ▲ Add 9 SEC ↗
65 AQR Capital Management 4.63M +204.7% $331.16M 0.1% ▲ Add 9 SEC ↗
66 AQR Capital Management 4.63M +204.7% $331.16M 0.1% ▲ Add 9 SEC ↗
67 AQR Capital Management 4.63M +204.7% $331.16M 0.1% ▲ Add 9 SEC ↗
68 AQR Capital Management 4.63M +204.7% $331.16M 0.1% ▲ Add 9 SEC ↗
69 AQR Capital Management 4.63M +204.7% $331.16M 0.1% ▲ Add 9 SEC ↗
70 AQR Capital Management 4.63M +204.7% $331.16M 0.1% ▲ Add 9 SEC ↗
71 AQR Capital Management 4.63M +204.7% $331.16M 0.1% ▲ Add 9 SEC ↗
72 AQR Capital Management 4.63M +204.7% $331.16M 0.1% ▲ Add 9 SEC ↗
73 AQR Capital Management 4.63M +204.7% $331.16M 0.1% ▲ Add 9 SEC ↗
74 Massachusetts Financial Services Co… 4.10M -46.0% $303.90M 0.1% ▼ Trim 3 SEC ↗
75 Massachusetts Financial Services Co… 4.10M -46.0% $303.90M 0.1% ▼ Trim 3 SEC ↗
76 Massachusetts Financial Services Co… 4.10M -46.0% $303.90M 0.1% ▼ Trim 3 SEC ↗
77 Massachusetts Financial Services Co… 4.10M -46.0% $303.90M 0.1% ▼ Trim 3 SEC ↗
78 Massachusetts Financial Services Co… 4.10M -46.0% $303.90M 0.1% ▼ Trim 3 SEC ↗
79 Massachusetts Financial Services Co… 4.10M -46.0% $303.90M 0.1% ▼ Trim 3 SEC ↗
80 Massachusetts Financial Services Co… 4.10M -46.0% $303.90M 0.1% ▼ Trim 3 SEC ↗
81 Invesco Ltd. 3.95M -0.4% $283.10M 0.0% ▼ Trim 3 SEC ↗
82 Invesco Ltd. 3.95M -0.4% $283.10M 0.0% ▼ Trim 3 SEC ↗
83 Invesco Ltd. 3.95M -0.4% $283.10M 0.0% ▼ Trim 3 SEC ↗
84 Invesco Ltd. 3.95M -0.4% $283.10M 0.0% ▼ Trim 3 SEC ↗
85 Invesco Ltd. 3.95M -0.4% $283.10M 0.0% ▼ Trim 3 SEC ↗
86 Invesco Ltd. 3.95M -0.4% $283.10M 0.0% ▼ Trim 3 SEC ↗
87 Invesco Ltd. 3.95M -0.4% $283.10M 0.0% ▼ Trim 3 SEC ↗
88 Invesco Ltd. 3.95M -0.4% $283.10M 0.0% ▼ Trim 3 SEC ↗
89 Invesco Ltd. 3.95M -0.4% $283.10M 0.0% ▼ Trim 3 SEC ↗
90 Invesco Ltd. 3.95M -0.4% $283.10M 0.0% ▼ Trim 3 SEC ↗
91 Invesco Ltd. 3.95M -0.4% $283.10M 0.0% ▼ Trim 3 SEC ↗
92 Invesco Ltd. 3.95M -0.4% $283.10M 0.0% ▼ Trim 3 SEC ↗
93 Invesco Ltd. 3.95M -0.4% $283.10M 0.0% ▼ Trim 3 SEC ↗
94 Northern Trust Corp 3.90M -3.9% $279.31M 0.0% ▼ Trim 3 SEC ↗
95 Northern Trust Corp 3.90M -3.9% $279.31M 0.0% ▼ Trim 3 SEC ↗
96 Northern Trust Corp 3.90M -3.9% $279.31M 0.0% ▼ Trim 3 SEC ↗
97 Northern Trust Corp 3.90M -3.9% $279.31M 0.0% ▼ Trim 3 SEC ↗
98 Northern Trust Corp 3.90M -3.9% $279.31M 0.0% ▼ Trim 3 SEC ↗
99 Northern Trust Corp 3.90M -3.9% $279.31M 0.0% ▼ Trim 3 SEC ↗
100 Northern Trust Corp 3.90M -3.9% $279.31M 0.0% ▼ Trim 3 SEC ↗

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

New buyers

Norges Bank $615.91M 0.1%

Exited

Marshall Wace $46.86M was 0.1%
Point72 Asset Management $4.83M was 0.0%
LMR Partners LLP $380,929 was 0.0%
GAMCO Investors $223,532 was 0.0%
Bank Julius Baer & Co. Ltd… $214,481 was 0.0%
DZ BANK AG Deutsche Zentral… $142,598 was 0.0%
Group One Trading Llc $127,336 was 0.0%

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: Q2 2026 · Methodology · Get this via the API