OTIS Institutional Ownership
Top institutional (13F) holders of OTIS and 5%+ (13D/G) positions, sourced from SEC EDGAR.
Institutional owners
60
Institutional value
$16.86B
Top holder
BlackRock, Inc.
Top holders
| Holder | Stake | Filed | Value |
|---|---|---|---|
| BlackRock, Inc.holding company | 8.3% | Aug 7, 2026 | $2.26B |
| Vanguard Capital Managementinvestment advisor | 6.6% | Aug 13, 2026 | $1.79B |
| Vanguard Portfolio Managementinvestment advisor | 5.2% | Aug 13, 2026 | $1.43B |
| STATE STREET CORPORATIONholding company | 4.4% | Sep 22, 2026 | $1.19B |
| FRANKLIN RESOURCES INCinvestment advisor | 3.1% | Aug 13, 2026 | $843.75M |
| GEODE CAPITAL MANAGEMENT, LLCinvestment advisor | 3.4% | Nov 6, 2026 | $838.23M |
| MORGAN STANLEYholding company | 2.9% | Aug 13, 2026 | $785.08M |
| FMR LLCinvestment advisor | 2.7% | Aug 13, 2026 | $723.85M |
| Norges Bankother | 2.3% | Aug 12, 2026 | $615.91M |
| Clearbridge Investments, LLCinvestment advisor | 2.0% | Aug 13, 2026 | $534.25M |
| T. Rowe Price Associates, Inc.investment advisor | 1.6% | Aug 14, 2026 | $437.09M |
| D. E. Shaw & Co., Inc.investment advisor | 1.4% | Aug 14, 2026 | $389.45M |
| AQR CAPITAL MANAGEMENT LLCinvestment advisor | 1.2% | Aug 14, 2026 | $331.16M |
| Massachusetts Financial Services Companyinvestment advisor | 1.1% | Aug 3, 2026 | $303.9M |
| Invesco Ltd.holding company | 1.0% | Aug 14, 2026 | $283.1M |
| NORTHERN TRUST CORPinvestment advisor | 1.0% | Aug 13, 2026 | $279.31M |
| WELLINGTON MANAGEMENT GROUP LLPinvestment advisor | 0.9% | Aug 14, 2026 | $238.85M |
| GOLDMAN SACHS GROUP INCinvestment advisor | 0.8% | Aug 14, 2026 | $226.64M |
| TWO SIGMA INVESTMENTS, LPinvestment advisor | 0.8% | Aug 14, 2026 | $225.04M |
| Canada Pension Plan Investment Boardother | 0.8% | Aug 14, 2026 | $223M |
| JPMORGAN CHASE & COholding company | 0.8% | Aug 12, 2026 | $220.31M |
| Fundsmith LLPinvestment advisor | 0.7% | May 15, 2026 | $210.55M |
| Capital Research Global Investorsinvestment advisor | 0.8% | Aug 12, 2026 | $207.41M |
| BANK OF AMERICA CORP /DE/holding company | 0.7% | Aug 14, 2026 | $189.23M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INCinvestment advisor | 0.7% | Aug 14, 2026 | $177.64M |
5%+ holders
Current stakes of 5% or more from Schedule 13D and 13G filings. A joint filing shows once, under its lead filer.
| Holder | Form | Stake | Filed |
|---|---|---|---|
| Vanguard Capital Managementinvestment advisor | SC 13G | 7.5% | Apr 30, 2026 |
| BlackRock, Inc.holding company | SC 13G/A | 6.8% | Apr 17, 2025 |
| Vanguard Portfolio Managementinvestment advisor | SC 13G | 5.1% | Apr 29, 2026 |
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Source: SEC EDGAR Schedule 13D / 13G and 13F filings.