HoldingsHub
中文

Home › Stocks › OTIS

OTIS — OTIS WORLDWIDE CORP

Reported value held$15.50B
Funds holding (latest)53
SectorTechnology

Index member: S&P 500

Funds holding (Q2 2026)45
Institutional value$10.91B · 158.22M sh
New / Add / Cut / Exit2 / 22 / 19 / 3
Top-5 / Top-10 concentration50.6% / 68.3%
Institutional holdings change Accumulating +8.8% (+12.80M sh)
Institutional value change Up +3.5%

As of Q2 2026, 45 SEC-registered investment managers reported holding OTIS (OTIS WORLDWIDE CORP) in their latest 13F filings, with a combined reported value of $10.91B across 158.22M shares. That is +8.8% by share count (+12.80M shares) versus the previous quarter, while reported value moved +3.5%. Ownership is concentrated: the five largest holders account for 50.6% of reported value and the top ten for 68.3%.

Compared with the prior quarter, 2 opened new positions, 22 added to existing stakes, 19 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

OTIS is a constituent of the S&P 500 and is classified in the Technology sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 48.64M $4.25B 0.06% Hold
BlackRock Inc history Q2 2026 31.62M $2.26B 0.04% Reduce
Geode Capital Management history Q2 2026 12.59M $906.43M 0.05% Add
Franklin Resources history Q2 2026 11.78M $843.75M 0.19% Add
Morgan Stanley history Q2 2026 10.96M $785.08M 0.04% Reduce
Fidelity Management & Research (FMR) history Q2 2026 10.11M $723.85M 0.04% Add
Norges Bank Investment Management history Q2 2026 8.60M $615.91M 0.06% Reduce
D. E. Shaw & Co history Q2 2026 5.44M $389.45M 0.20% Add
AQR Capital Management history Q2 2026 4.63M $331.16M 0.12% Add
MFS Investment Management history Q2 2026 4.10M $303.90M 0.10% Reduce
Invesco Ltd history Q2 2026 3.95M $283.10M 0.02% Hold
Northern Trust Corp history Q2 2026 3.90M $279.31M 0.03% Reduce
Viking Global Investors history Q1 2022 3.54M $272.26M 1.18% New
Wellington Management Group history Q2 2026 3.34M $238.85M 0.04% Reduce
Goldman Sachs Group history Q2 2026 3.17M $226.64M 0.02% Add
Two Sigma Investments history Q2 2026 3.14M $225.04M 0.17% Add
CPP Investments history Q2 2026 3.11M $223.00M 0.12% Reduce
JPMorgan Chase & Co history Q2 2026 3.02M $220.31M 0.03% New
Capital Research Global Investors history Q2 2026 2.90M $207.41M 0.03% Add
BNY Mellon history Q2 2026 2.74M $196.30M 0.03% Reduce

View all 53 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 32.52M 32.92M 31.78M 32.55M 32.11M 33.58M 32.22M 31.62M
Geode Capital Management 8.57M 8.77M 9.25M 9.58M 9.73M 9.83M 9.85M 10.13M 10.37M 10.47M 10.73M 10.88M 11.03M 11.13M 10.54M 10.67M 10.76M 10.79M 12.45M 12.59M
Franklin Resources 783.04K 760.65K 746.16K 142.24K 138.80K 146.25K 151.15K 180.92K 181.86K 164.64K 2.66M 4.64M 7.43M 7.79M 7.80M 7.10M 7.42M 7.84M 11.52M 11.78M
Morgan Stanley 2.71M 1.98M 11.52M 12.97M 12.53M 13.21M 13.30M 13.11M 12.91M 12.74M 12.97M 12.44M 11.79M 11.93M 12.89M 13.48M 13.08M 12.68M 12.96M 10.96M
Fidelity Management & Research (FMR) 14.73M 15.18M 6.03M 4.39M 4.17M 3.98M 3.81M 3.81M 3.71M 2.87M 3.04M 3.43M 3.54M 3.62M 3.60M 2.76M 2.05M 2.68M 7.98M 10.11M
Norges Bank Investment Management — — — — — 4.72M — — — 7.03M — 7.27M — 7.02M — 7.29M — 8.82M — 8.60M
D. E. Shaw & Co 1.44M 740.93K 1.08M 194.59K 44.48K 18.86K 28.49K 31.20K 304.16K 61.56K 498.28K 28.18K 62.57K 51.92K 80.50K 2.02M 3.66M 3.06M 3.45M 5.44M
AQR Capital Management 572.89K 783.69K 648.18K 436.43K 352.25K 287.32K 307.28K 251.65K 221.75K 156.91K 193.38K 226.16K 282.44K 378.54K 260.87K 1.15M 2.60M 2.29M 1.52M 4.63M
MFS Investment Management 10.90M 10.95M — 10.13M 8.73M 8.32M 8.15M 7.97M 7.72M 7.49M 7.34M 8.25M 8.04M 7.61M 7.17M 6.91M 7.09M 6.84M 7.60M 4.10M
Invesco Ltd 6.19M 6.19M 5.76M 5.73M 5.14M 6.69M 6.50M 6.63M 4.48M 3.69M 3.64M 3.55M 3.75M 4.05M 4.24M 4.53M 4.01M 3.90M 3.97M 3.95M
Northern Trust Corp 4.81M 4.80M 4.74M 4.74M 4.66M 4.62M 4.61M 4.53M 4.66M 4.61M 4.39M 4.29M 4.08M 4.58M 4.58M 4.39M 4.29M 4.10M 4.06M 3.90M
Wellington Management Group 2.80M 2.74M 4.22M 4.85M 5.28M 5.23M 4.37M 3.71M 3.38M 3.03M 2.99M 3.29M 3.68M 3.76M 3.73M 3.06M 3.53M 3.61M 3.52M 3.34M
Goldman Sachs Group 2.43M 2.07M 3.45M 3.74M 3.08M 1.99M 2.95M 1.91M 2.00M 2.23M 2.57M 2.24M 2.01M 1.75M 1.92M 2.25M 1.93M 2.29M 2.95M 3.17M
Two Sigma Investments 728.55K 750.04K 883.01K 415.56K 130.55K 135.78K 73.02K 18.70K 211.24K 36.06K 13.80K 65.90K 30.14K 28.70K 210.53K 1.05M 832.79K 574.14K 1.95M 3.14M
CPP Investments 463.77K 381.94K 253.91K 248.65K 204.11K 124.86K 176.08K 169.68K 226.68K 153.58K 253.38K 273.97K 286.61K 307.55K 470.78K 555.39K 751.03K 598.96K 3.26M 3.11M
JPMorgan Chase & Co 1.72M 4.64M 5.74M 6.28M 4.57M 4.31M 4.32M 5.10M 7.54M 64.26K 11.01M 19.91M 28.08M 35.52M 37.92M 22.11M 7.52M 6.03M — 3.02M
Capital Research Global Investors 7.36M 7.36M 7.15M 6.39M 6.15M 7.50M 8.48M 8.98M 9.40M 8.81M 3.52M 2.78M 2.78M 2.78M 2.79M 2.81M 2.83M 2.84M 2.87M 2.90M
BNY Mellon 7.08M 7.05M 4.01M 4.18M 4.11M 4.10M 4.01M 4.12M 3.77M 3.71M 3.57M 3.15M 3.28M 3.23M 2.95M 2.80M 3.00M 2.74M 2.85M 2.74M
Bank of America Corp 4.20M 4.31M 4.15M 4.50M 8.68M 6.81M 6.47M 4.65M 3.70M 3.86M 4.19M 3.78M 3.98M 3.99M 2.97M 2.97M 3.00M 3.08M 2.64M 2.64M
Charles Schwab Investment Management 2.03M 1.99M 2.04M 2.04M 2.08M 2.11M 2.12M 2.12M 2.13M 2.17M 2.20M 2.24M 2.24M 2.30M 2.33M 2.37M 2.36M 2.37M 2.45M 2.48M

Download holders (CSV)