| 0.06% |
| 4 | STATE STREET CORP | 16.7M | $1.19B | +2.9% | 4.378% | 0.02% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 12.6M | $906.4M | +1.1% | 3.307% | 0.05% |
| 6 | FRANKLIN RESOURCES INC | 11.8M | $843.7M | +2.3% | 3.096% | 0.18% |
| 7 | MORGAN STANLEY | 11.0M | $785.1M | -15.4% | 2.880% | 0.04% |
| 8 | FMR LLC | 10.1M | $723.8M | +26.7% | 2.656% | 0.03% |
| 9 | NORGES BANK | 8.6M | $615.9M | — | 2.260% | 0.06% |
| 10 | Clearbridge Investments, LLC | 7.5M | $534.2M | +177.3% | 1.960% | 0.44% |
| 11 | Mitsubishi UFJ Asset Management Co., Ltd. | 5.9M | $423.7M | +0.4% | 1.555% | 0.23% |
| 12 | D. E. Shaw & Co., Inc. | 5.4M | $389.4M | +57.4% | 1.429% | 0.19% |
| 13 | Independent Franchise Partners LLP | 5.2M | $368.9M | +414.0% | 1.353% | 2.42% |
| 14 | AQR CAPITAL MANAGEMENT LLC | 4.6M | $331.2M | +204.7% | 1.215% | 0.12% |
| 15 | PineStone Asset Management Inc. | 4.3M | $307.2M | -4.5% | 1.127% | 1.90% |
| 16 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.1M | $303.9M | -46.0% | 1.078% | 0.10% |
| 17 | Fiera Capital Corp | 4.1M | $296.3M | -15.0% | 1.087% | 1.08% |
| 18 | VAN ECK ASSOCIATES CORP | 4.0M | $285.9M | +0.6% | 1.049% | 0.17% |
| 19 | Invesco Ltd. | 4.0M | $283.1M | -0.4% | 1.039% | 0.02% |
| 20 | NORTHERN TRUST CORP | 3.9M | $279.3M | -3.9% | 1.025% | 0.03% |
| 21 | BLS CAPITAL FONDSMAEGLERSELSKAB A/S | 3.9M | $278.2M | -11.5% | 1.021% | 10.72% |
| 22 | WELLINGTON MANAGEMENT GROUP LLP | 3.3M | $238.9M | -5.3% | 0.876% | 0.04% |
| 23 | GOLDMAN SACHS GROUP INC | 3.2M | $226.6M | +7.2% | 0.831% | 0.02% |
| 24 | TWO SIGMA INVESTMENTS, LP | 3.1M | $225.0M | +61.3% | 0.826% | 0.16% |
| 25 | CANADA PENSION PLAN INVESTMENT BOARD | 3.1M | $223.0M | -4.5% | 0.818% | 0.12% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in OTIS — a direct measure of their conviction.
Institutions that fully closed their OTIS position in Q2 2026
| 91.56% |
| 3.66 pp |
| $35.01B |
| +6.8% |
| Q4 2024 | 1,176 | +2.6% | 95.22% | +2.51 pp | $32.78B | 16% |
| Q3 2024 | 1,146 | — | 92.71% | — | $38.98B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
112 institutions opened new positions in OTIS during Q2 2026, while 121 fully exited. 287 added to existing positions and 779 trimmed.
OTIS institutional ownership rose by 3.12 percentage points quarter-over-quarter, with a net change of -4 holders.
The top 10 institutions account for 45.0% of all reported 13F value in OTIS, and the top 25 account for 63.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Otis Worldwide Corporation (OTIS) Institutional Ownership