OTISOtis Worldwide
$78.96-13% 1Y
$78.96
$64.0752 weeks$93.06
Who owns it
Who owns OTIS
1,205 institutions reported holding OTIS for Q2 2026, together 91% of the company, fewer than the 1,221 a quarter earlier.
1,205
Institutions reporting a position · as of Q2 2026 · down from 1,221 the quarter before
- Shares held by institutions
- 355.2M
Shares held by institutions · 91% of the company · long US equity positions only, as reported on Form 13F
- Held by the 300 largest ETFs
- 16.9%
Held by the 300 largest ETFs · in 47 funds · from the funds' own N-PORT filings
- Top 5 holders
- 31%
Top 5 holders · of the whole company, between five filers
Details›
- Reporting quarter2026-06-30
- Q2 2026
- Quarters on record
- 26
- New positions
- 131
- Positions exited
- 147
- Added to
- 380
- Reduced
- 417
- Top 10 holdersof the company
- 42%
- Reported valueat Jun 30, 2026 prices, not today's
- $25.5B
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| Q2 2026 | 1,205 | 355.2M | $25.5B |
| Q1 2026 | 1,221 | 343.5M | $26.5B |
| Q4 2025 | 1,293 | 391.2M | $69.4B |
| Q3 2025 | 1,232 | 339.3M | $31.0B |
| Q2 2025 | 1,249 | 351.5M | $35.0B |
| Q1 2025 | 1,221 | 355.9M | $36.7B |
| Q4 2024 | 1,213 | 362.5M | $33.6B |
| Q3 2024 | 1,184 | 358.8M | $37.3B |
| Q2 2024 | 1,177 | 352.6M | $33.9B |
| Q1 2024 | 1,185 | 349.4M | $34.7B |
| Q4 2023 | 1,179 | 355.8M | $31.8B |
| Q3 2023 | 1,087 | 356.1M | $28.6B |
| Q2 2023 | 1,114 | 357.9M | $32.0B |
| Q1 2023 | 1,090 | 400.6M | $30.6B |
| Q4 2022 | 1,097 | 354.3M | $27.7B |
| Q3 2022 | 1,033 | 354.4M | $22.6B |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| Vanguard Group | 49.1M | 13% | $3.51B |
| BlackRock Inc. | 31.6M | 8.1% | $2.26B |
| State Street | 16.7M | 4.3% | $1.19B |
| Geode Capital Management | 12.6M | 3.2% | $906M |
| Franklin Resources | 11.8M | 3.0% | $844M |
| Morgan Stanley | 11.0M | 2.8% | $785M |
| FMR | 10.1M | 2.6% | $724M |
| Norges Bank | 8.6M | 2.2% | $616M |
| Martin Currie | 7.5M | 1.9% | $534M |
| Price T Rowe Associates | 6.1M | 1.6% | $437M |
SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.
opening the register…
Which ETFs hold it
N-PORT, Jun 30, 2026
Held by these ETFs16.9%of the shares
- VTIabout 3.2%
- VOOabout 2.6%
- VOabout 2.2%
- 44 other fundsabout 8.9%
- everyone else83%
The biggest stakes
Where it weighs most
- MOATVanEck Morningstar Wide Moat ETF2.2% of the fund
- COWZPacer US Cash Cows 100 ETF0.51% of the fund
- XLIState Street Industrial Select Sector SPDR ETF0.48% of the fund
- VOEVanguard Mid-Cap Value ETF0.47% of the fund
- VISVanguard Industrials ETF0.39% of the fund
- FVDFirst Trust Value Line Dividend Index Fund0.39% of the fund
66%
lower2,842 companieshigher
On our screensFree cash flow yield of 5 to 30 percent
Specialty Industrial Machinery
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