Who owns OTIS
Institutions that file 13Fs hold 94% of the shares
Shares they hold, quarter on quarter
+3.6%
133 new, 398 added, 433 cut, 151 sold out
Top 10 holders
43%
of the shares institutions hold
A 13F lists the long positions of managers with more than $100M in US stocks. It shows the last day of a quarter and is filed up to 45 days later. Two managers can report the same shares, so totals can count some shares twice.
Institutional owners
The 25 biggest holders
| Holder | Shares | Value | % of company | From Mar 31, 2026 |
|---|---|---|---|---|
| BlackRock, Inc. | 31.62M | $2.3B | 8.31% | Reduced -1.9% |
| VANGUARD CAPITAL MANAGEMENT LLC | 25.06M | $1.8B | 6.58% | Reduced -0.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 19.96M | $1.4B | 5.24% | Added +1.3% |
| STATE STREET CORP | 16.66M | $1.2B | 4.38% | Added +2.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 12.59M | $906.4M | 3.31% | Added +1.1% |
| FRANKLIN RESOURCES INC | 11.78M | $843.7M | 3.10% | Added +2.3% |
| MORGAN STANLEY | 10.96M | $785.1M | 2.88% | Reduced -15.4% |
| FMR LLC | 10.11M | $723.8M | 2.66% | Added +26.7% |
| NORGES BANK | 8.60M | $615.9M | 2.26% | New |
| Clearbridge Investments, LLC | 7.46M | $534.2M | 1.96% | Added +177.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 6.10M | $437K | 1.60% | Reduced -30.9% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 5.92M | $423.7M | 1.55% | Held |
| D. E. Shaw & Co., Inc. | 5.44M | $389.4M | 1.43% | Added +57.4% |
| Independent Franchise Partners LLP | 5.15M | $368.9M | 1.35% | Added +414.0% |
| AQR CAPITAL MANAGEMENT LLC | 4.63M | $331.2M | 1.21% | Added +204.7% |
| PineStone Asset Management Inc. | 4.29M | $307.2M | 1.13% | Reduced -4.5% |
| Fiera Capital Corp | 4.14M | $296.3M | 1.09% | Reduced -15.0% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.10M | $303.9M | 1.08% | Reduced -46.0% |
| VAN ECK ASSOCIATES CORP | 3.99M | $285.9M | 1.05% | Added +0.6% |
| Invesco Ltd. | 3.95M | $283.1M | 1.04% | Held |
| NORTHERN TRUST CORP | 3.90M | $279.3M | 1.02% | Reduced -3.9% |
| BLS Capital Fondsmaeglerselskab A/S | 3.89M | $278.2M | 1.02% | Reduced -11.5% |
| WELLINGTON MANAGEMENT GROUP LLP | 3.34M | $238.9M | 0.88% | Reduced -5.3% |
| GOLDMAN SACHS GROUP INC | 3.17M | $226.6M | 0.83% | Added +7.2% |
| TWO SIGMA INVESTMENTS, LP | 3.14M | $224.7M | 0.82% | Added +62.0% |
Show the other 15 holders
This quarter
Who bought and who sold the most shares
Bought the most shares
- NORGES BANK +8.60M, new
- Clearbridge Investments, LLC +4.77M
- Independent Franchise Partners LLP +4.15M
- AQR CAPITAL MANAGEMENT LLC +3.11M
- FMR LLC +2.13M
- D. E. Shaw & Co., Inc. +1.98M
- Clean Energy Transition LLP +1.60M
- Pacer Advisors, Inc. +1.35M
- TWO SIGMA INVESTMENTS, LP +1.20M
- CITADEL ADVISORS LLC +1.17M
Sold the most shares
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ -3.50M
- PRICE T ROWE ASSOCIATES INC /MD/ -2.73M
- Fundsmith LLP -2.73M, sold out
- ALLIANCEBERNSTEIN L.P. -2.52M
- MORGAN STANLEY -1.99M
- CIBC Bancorp USA Inc. -1.67M
- JACOBS LEVY EQUITY MANAGEMENT, INC -1.34M, sold out
- LONDON CO OF VIRGINIA -1.12M, sold out
- FUNDSMITH INVESTMENT SERVICES LTD. -967K, sold out
- JPMORGAN CHASE & CO -734K
Superinvestors
Superinvestors holding OTIS
| Investor | Quarter | Shares | Value | % of portfolio | Last quarter |
|---|---|---|---|---|---|
| First Eagle First Eagle Investment Management | Jun 30, 2026 | 412K | $29.5M | 0.03% | Added +110.0% |
| Tom Gayner Markel Group | Sep 30, 2026 | 146K | $9.4M | 0.08% | Added +9.0% |
| Dodge & Cox Dodge & Cox | Jun 30, 2026 | 5K | $373K | 0.00% | Reduced -13.3% |
Sold out last quarter: Terry Smith
More than 5%
13D filings: owners who may push for change
No Schedule 13D about OTIS in the last year.