Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in OTIS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 32.2M | $2.48B | -4.0% | 8.289% | 0.04% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 25.3M | $1.95B | — | 6.497% | 0.05% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 19.7M | $1.52B | — | 5.068% | 0.08% |
| 4 | STATE STREET CORP | 16.2M | $1.25B | +0.4% | 4.168% | 0.04% |
| 5 | MORGAN STANLEY | 13.0M | $998.9M | +2.2% | 3.334% | 0.06% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 12.5M | $964.0M | +15.4% | 3.203% | 0.06% |
| 7 | FRANKLIN RESOURCES INC | 11.5M | $888.0M | +46.9% | 2.964% | 0.22% |
| 8 | Kentucky Farm Bureau Mutual Insurance Co | 10K | $624.2M | — | 0.003% | 0.01% |
| 9 | FMR LLC | 8.0M | $615.0M | +197.2% | 2.053% | 0.03% |
| 10 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 7.6M | $597.7M | +11.1% | 1.955% | 0.20% |
| 11 | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5.9M | $454.2M | +25.8% | 1.516% | 0.30% |
| 12 | Fiera Capital Corp | 4.9M | $375.1M | -3.0% | 1.252% | 1.28% |
| 13 | PineStone Asset Management Inc. | 4.5M | $346.4M | -4.0% | 1.156% | 2.43% |
| 14 | BLS CAPITAL FONDSMAEGLERSELSKAB A/S | 4.4M | $338.2M | -6.2% | 1.129% | 11.51% |
| 15 | ALLIANCEBERNSTEIN L.P. | 3.8M | $334.2M | -74.8% | 0.984% | 0.11% |
| 16 | NORTHERN TRUST CORP | 4.1M | $312.8M | -0.9% | 1.044% | 0.04% |
| 17 | Invesco Ltd. | 4.0M | $306.0M | +1.7% | 1.021% | 0.05% |
| 18 | WELLINGTON MANAGEMENT GROUP LLP | 3.5M | $271.4M | -2.5% | 0.906% | 0.05% |
| 19 | D. E. Shaw & Co., Inc. | 3.5M | $266.3M | +13.1% | 0.889% | 0.25% |
| 20 | UBS ASSET MANAGEMENT AMERICAS INC | 3.3M | $255.2M | +10.7% | 0.852% | 0.05% |
| 21 | CANADA PENSION PLAN INVESTMENT BOARD | 3.3M | $251.3M | +444.4% | 0.839% | 0.16% |
| 22 | GOLDMAN SACHS GROUP INC | 3.0M | $227.5M | +29.1% | 0.759% | 0.03% |
| 23 | Capital Research Global Investors | 2.9M | $221.4M | +1.0% | 0.739% | 0.03% |
| 24 | CIBC Bancorp USA Inc. | 2.9M | $220.8M | — | 0.737% | 0.30% |
| 25 | Bank of New York Mellon Corp | 2.8M | $219.6M | +4.0% | 0.733% | 0.04% |
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.
Filings activity in OTIS during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,209 | 5.0% | 92.34% | 16.01 pp | $25.39B | 15% |
| Q4 2025 | 1,272 | +5.3% | 108.35% | 1.62 pp | $29.80B | 1.5% |
| Q3 2025 | 1,208 | 2.0% | 109.97% | 13.75 pp | $30.24B | 11% |
| Q2 2025 | 1,233 | +3.2% | 123.72% | 3.57 pp | $34.03B | 2.8% |
| Q1 2025 | 1,195 | +1.6% | 127.29% | +8.11 pp | $35.01B | +6.8% |
| Q4 2024 | 1,176 | +2.6% | 119.18% | 22.56 pp | $32.78B | 16% |
| Q3 2024 | 1,146 | +0.4% | 141.74% | 12.02 pp | $38.98B | 7.8% |
| Q2 2024 | 1,141 | — | 153.76% | — | $42.29B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying OTIS stock.
Based on Q1 2026 13F filings, institutional ownership of Otis Worldwide Corporation stands at 92.3%, held across 1,209 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of OTIS, with approximately 32,220,840 shares worth $2.48B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of OTIS.
Our composite Smart Money Score for OTIS is 16 out of 100 (Heavy Distribution). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
128 institutions opened new positions in OTIS during Q1 2026, while 191 fully exited. 196 added to existing positions and 882 trimmed.
OTIS institutional ownership fell by 16.01 percentage points quarter-over-quarter, with a net change of -63 holders.
The top 10 institutions account for 46.8% of all reported 13F value in OTIS, and the top 25 account for 64.1%.
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