Security record
OTIS
Otis Worldwide Corporation · Industrials · Industrial - Machinery
165Tracked holders
-5Δ holders
265.20MShares held
$19.01BReported value
+3New positions
−7Exits
Momentum inputs (comparable managers):
holder breadth -2.9% ·
share flow +1.6% ·
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
| 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 31.62M | -1.9% | $2.26B | 0.0% | ▼ Trim | 5 | SEC ↗ ×20 |
| 2 | Vanguard Capital Management Llc | 25.06M | -0.8% | $1.79B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 16.66M | +2.9% | $1.19B | 0.0% | ▲ Add | 7 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 12.59M | +1.1% | $906.43M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 5 | Franklin Resources Inc | 11.78M | +2.3% | $843.75M | 0.2% | ▲ Add | 3 | SEC ↗ ×11 |
| 6 | Morgan Stanley ✦ | 10.96M | -15.4% | $785.08M | 0.0% | ▼ Trim | 4 | SEC ↗ ×15 |
| 7 | Fidelity (FMR) ✦ | 10.11M | +26.7% | $723.85M | 0.0% | ▲ Add | 5 | SEC ↗ ×5 |
| 8 | Norges Bank ✦ (passive) | 8.60M | New | $615.91M | 0.1% | New | 1 | SEC ↗ |
| 9 | Clearbridge Investments, LLC | 7.46M | +177.3% | $534.25M | 0.4% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | T. Rowe Price ✦ | 6.10M | -30.9% | $437.09M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 11 | Mitsubishi UFJ Asset Management… | 5.92M | +0.4% | $423.74M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 5.44M | +57.4% | $389.45M | 0.3% | ▲ Add | 9 | SEC ↗ ×2 |
| 13 | AQR Capital Management ✦ | 4.63M | +204.7% | $331.16M | 0.1% | ▲ Add | 9 | SEC ↗ ×10 |
| 14 | Massachusetts Financial Services Co… | 4.10M | -46.0% | $303.90M | 0.1% | ▼ Trim | 3 | SEC ↗ ×7 |
| 15 | Invesco Ltd. | 3.95M | -0.4% | $283.10M | 0.0% | ▼ Trim | 3 | SEC ↗ ×13 |
| 16 | Northern Trust Corp | 3.90M | -3.9% | $279.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 17 | Wellington Management ✦ | 3.34M | -5.3% | $238.85M | 0.0% | ▼ Trim | 9 | SEC ↗ ×3 |
| 18 | Goldman Sachs Group ✦ | 3.17M | +7.2% | $226.64M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 19 | Two Sigma Investments ✦ | 3.14M | +62.0% | $224.74M | 0.2% | ▲ Add | 9 | SEC ↗ |
| 20 | Canada Pension Plan Investment Board | 3.11M | -4.5% | $223.00M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 3.02M | -19.6% | $220.31M | 0.0% | ▼ Trim | 4 | SEC ↗ ×19 |
| 22 | UBS AM, a distinct business unit of… | 3.07M | -7.2% | $219.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×11 |
| 23 | Capital Research Global Investors | 2.90M | +0.8% | $207.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 2.74M | -3.8% | $196.30M | 0.0% | ▼ Trim | 3 | SEC ↗ ×21 |
| 25 | Bank Of America Corp /De/ | 2.64M | +0.1% | $189.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 26 | Charles Schwab Investment… | 2.48M | +1.3% | $177.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | Legal & General Group Plc | 2.48M | -8.7% | $177.51M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 28 | Schroder Investment Management Group | 2.47M | +1.0% | $176.74M | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 29 | PRIMECAP Management ✦ | 2.06M | -1.8% | $147.17M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 30 | Dimensional Fund Advisors Lp | 1.96M | -0.3% | $140.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 31 | Citadel Advisors ✦ | 1.95M | +148.4% | $139.84M | 0.1% | ▲ Add | 9 | SEC ↗ ×2 |
| 32 | UBS Group AG | 1.91M | +53.8% | $136.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 33 | Bank Of Montreal /Can/ | 1.91M | +23.3% | $136.50M | 0.1% | ▲ Add | 3 | SEC ↗ ×9 |
| 34 | Amundi | 1.84M | -2.2% | $132.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 35 | Deutsche Bank Ag\ | 1.72M | +13.1% | $123.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 36 | Royal Bank Of Canada | 1.69M | +110.7% | $121.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×12 |
| 37 | Renaissance Technologies ✦ | 1.58M | -6.3% | $113.43M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 38 | Man Group plc | 1.48M | +68.5% | $105.63M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 39 | Alliancebernstein L.P. | 1.31M | -65.9% | $100.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Pacer Advisors, Inc. | 1.37M | +6770.2% | $97.95M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 41 | Squarepoint Ops LLC | 1.31M | -4.8% | $94.10M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 42 | Hsbc Holdings Plc | 1.27M | +68.0% | $90.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 43 | CIBC Bancorp USA Inc. | 1.20M | -58.2% | $85.77M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 44 | Swiss National Bank | 1.10M | -4.1% | $78.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 1.10M | -23.6% | $78.43M | 0.1% | ▼ Trim | 3 | SEC ↗ ×17 |
| 46 | Nomura Asset Management… | 1.09M | -5.8% | $77.96M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 47 | Nuveen, LLC | 961.01K | -18.4% | $68.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 48 | Qube Research & Technologies Ltd | 951.99K | -12.4% | $68.16M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 49 | Citigroup Inc | 926.25K | -2.4% | $66.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 50 | Hrt Financial Lp | 891.28K | +30.7% | $63.82M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 51 | Wells Fargo & Company/Mn | 880.71K | +18.3% | $63.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 52 | Pictet Asset Management Holding SA | 848.44K | -38.7% | $60.75M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 53 | BNP Paribas Asset Management… | 831.64K | -4.1% | $59.55M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 54 | Sumitomo Mitsui Trust Group, Inc. | 826.07K | -0.7% | $59.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Bnp Paribas Financial Markets | 766.83K | +11.1% | $54.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | National Pension Service | 761.44K | +16.6% | $54.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Raymond James Financial Inc | 757.15K | +56.0% | $54.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 58 | Victory Capital Management Inc | 749.40K | +0.8% | $53.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Arrowstreet Capital ✦ | 733.01K | -39.8% | $52.48M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 60 | Rhumbline Advisers | 716.06K | -6.0% | $51.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | California Public Employees… | 691.56K | 0.0% | $49.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Neuberger Berman Group LLC | 673.16K | +2.8% | $48.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 63 | Envestnet Asset Management Inc | 634.54K | +36.8% | $45.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Quantinno Capital Management LP | 633.65K | +155.4% | $45.37M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 65 | Allianz Asset Management GmbH | 615.21K | +11.8% | $44.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 66 | Fisher Asset Management ✦ | 587.02K | -5.2% | $42.03M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 67 | Principal Financial Group Inc | 582.86K | +33.3% | $41.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 68 | Barclays Plc | 575.47K | -32.7% | $41.20M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 69 | Sei Investments Co | 574.68K | +8.3% | $41.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 70 | Ameriprise Financial Inc | 549.08K | +4.3% | $39.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 71 | Tudor Investment Corp Et Al | 540.44K | New | $38.70M | 0.2% | New | 1 | SEC ↗ |
| 72 | Prudential Financial Inc | 533.37K | +137.6% | $38.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 73 | First Trust Advisors Lp | 468.97K | -18.2% | $33.58M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 74 | HighTower Advisors, LLC | 421.31K | -26.7% | $30.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Storebrand Asset Management As | 411.82K | -2.4% | $29.49M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 76 | Millennium Management ✦ | 411.56K | +364.9% | $29.47M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 77 | Tidal Investments LLC | 407.08K | -5.7% | $29.15M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 78 | Universal- Beteiligungs- und… | 405.38K | +24.4% | $29.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Korea Investment CORP | 403.04K | +8.7% | $28.86M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 80 | LPL Financial LLC | 402.69K | +45.6% | $28.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Zurcher Kantonalbank (Zurich… | 379.67K | +124.4% | $27.18M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 82 | Bridgewater Associates ✦ | 364.28K | +30.8% | $26.08M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 83 | Aberdeen Group plc | 361.50K | +7.0% | $25.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 84 | Assenagon Asset Management S.A. | 360.41K | -15.3% | $25.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 85 | National Bank Of Canada /Fi/ | 359.62K | -13.9% | $25.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 86 | Gotham Asset Management ✦ | 351.23K | +164.2% | $25.15M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 87 | Boston Partners | 341.83K | +0.1% | $24.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 88 | State Board Of Administration Of… | 339.18K | -1.6% | $24.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Aviva Plc | 329.73K | +0.7% | $23.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Nordea Investment Management Ab | 319.22K | +232.4% | $22.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 91 | Pnc Financial Services Group, Inc. | 314.86K | -7.2% | $22.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 92 | Artisan Partners Limited Partnership | 305.32K | -25.4% | $21.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Corient Private Wealth LP | 275.78K | +81.7% | $19.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Manufacturers Life Insurance… | 272.75K | -5.0% | $19.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Swedbank AB | 267.25K | +0.2% | $19.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Ensign Peak Advisors, Inc | 263.83K | +104.9% | $18.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Stifel Financial Corp | 259.57K | +66.3% | $18.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 98 | Mitsubishi UFJ Trust & Banking Corp | 242.69K | -43.7% | $17.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 99 | Danske Bank A/S | 232.89K | -4.7% | $16.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 100 | New York State Common Retirement… | 221.51K | -3.9% | $15.86M | 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% |
| Tudor Investment Corp Et Al | $38.70M | 0.2% |
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 ·
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