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Of the 19 tracked institutions holding OTIS, 13 have a 3-year clone track record — 10 of them beat the S&P. Average holder's clone alpha: +3.0pt. It's a gauge of who owns the name, not just how many.
Among the 19 tracked institutional investors we monitor, OTIS (OTIS WORLDWIDE CORP) is held with a combined value of $10.39B across 128,392,423 shares. The largest holder is VANGUARD GROUP INC with a position worth $4.25B (0.06% of their portfolio). 2 funds opened new positions in the most recent quarter. 7 funds increased their holdings. 9 funds reduced their position.
Total Institutional Value
$10.39B
Total Shares Held
128,392,423
Institutional Holders
19
% of Shares Outstanding
33.7%
of 380.67M shares · SEC 2026-07-15
Days to Cover
4.6-6.6%
14.26M shares short · FINRA 2026-07-15
Tracked 13F institutions hold 33.7% of OTIS's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-07-15), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $4.25B | 0.06% | +0.0% |
| 2 | BlackRock, Inc. | $2.48B | 0.04% | -4.0% |
| 3 | STATE STREET CORP | $1.25B | 0.04% | +0.5% |
| 4 | PRICE T ROWE ASSOCIATES INC /MD/ | $681.31M | 0.08% | +1393.0% |
| 5 | FMR LLC | $615.03M | 0.03% | +197.2% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | $271.43M | 0.05% | -2.5% |
| 7 | Capital Research Global Investors | $221.44M | 0.03% | +1.0% |
| 8 | Fundsmith LLP | $210.55M | 1.64% | -12.2% |
| 9 | RENAISSANCE TECHNOLOGIES LLC | $130.36M | 0.20% | +30.4% |
| 10 | AQR CAPITAL MANAGEMENT LLC | $115.82M | 0.05% | -33.7% |
| Member | Type | Date |
|---|---|---|
| Alan Armstrong | Buy | Mar 27, 2026 |
| Lisa McClain | Sell | Oct 31, 2025 |
| Lisa McClain | Buy | Oct 30, 2025 |
| Lisa McClain | Sell |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of OTIS with a position worth $4.25B, representing 0.06% of their portfolio. In total, 19 institutional investors hold OTIS with a combined value of $10.39B.
In the most recent quarter, 2 funds opened a new position in OTIS. Additionally, 7 increased their holdings and 9 reduced their positions.
Institutional investors hold $10.39B worth of OTIS stock across 19 positions. The largest institutional holder is VANGUARD GROUP INC with $4.25B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For OTIS, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their OTIS positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Oct 30, 2025 |
| Lisa McClain | Buy | Aug 4, 2025 |
| Ritchie John Torres | Sell | Jul 11, 2025 |
| Ritchie John Torres | Buy | Sep 26, 2024 |
| John James | Sell | Sep 4, 2024 |
Showing 8 of 10. STOCK Act disclosures lag up to 45 days.
Last Close
$71.93
2026-07-24
YTD
-18.6%
8% of 52-week range
