OTIS Institutional Holdings
Otis Worldwide · SEC 13F
As of 2026Q1 · SEC EDGAR 13F
Quarterly Changes
2025Q4 → 2026Q1
↑ New Positions (5)
VANGUARD CAPITAL MANAGEMENT LLC $3.9B
VANGUARD PORTFOLIO MANAGEMENT LLC $1.5B
CIBC Bancorp USA Inc. $221M
HSBC HOLDINGS PLC $210M
VANGUARD FIDUCIARY TRUST CO $169M
↑ Increased (5)
Morningstar Investment Management LLC +300419.9%
Arete Wealth Advisors, LLC +176413.7%
BNP PARIBAS ASSET MANAGEMENT Holding S.A. +99922.5%
IFM Investors Pty Ltd +90476.0%
DUMONT & BLAKE INVESTMENT ADVISORS LLC +86916.5%
↓ Decreased (5)
MILLENNIUM MANAGEMENT LLC -96.7%
LOS ANGELES CAPITAL MANAGEMENT LLC -96.7%
Swiss Life Asset Management Ltd -95.8%
Balyasny Asset Management L.P. -95.8%
ELEVATION WEALTH PARTNERS, LLC -95.2%
↓ Exited Positions (5)
VANGUARD GROUP INC $4.2B
CIBC Private Wealth Group LLC $249M
SCHARF INVESTMENTS, LLC $100M
Alberta Investment Management Corp $41M
Ilex Capital Partners (UK) LLP $38M
All Holders (Top 100)
| Rank | Institution | Shares | Value |
|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 50.5M | $3.9B |
| 2 | MORGAN STANLEY | 38.7M | $3.3B |
| 3 | BlackRock, Inc. | 32.2M | $2.5B |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 19.7M | $1.5B |
| 5 | STATE STREET CORP | 16.2M | $1.2B |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 12.5M | $964M |
| 7 | BARCLAYS PLC | 10.3M | $956M |
| 8 | FRANKLIN RESOURCES INC | 11.5M | $888M |
| 9 | NORGES BANK | 7.1M | $737M |
| 10 | FMR LLC | 8.0M | $615M |
| 11 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 7.6M | $598M |
| 12 | Mitsubishi UFJ Asset Management Co., Ltd. | 5.9M | $454M |
| 13 | GOLDMAN SACHS GROUP INC | 5.2M | $427M |
| 14 | Fiera Capital Corp | 4.9M | $375M |
| 15 | PineStone Asset Management Inc. | 4.5M | $346M |
| 16 | BLS CAPITAL FONDSMAEGLERSELSKAB A/S | 4.4M | $338M |
| 17 | ALLIANCEBERNSTEIN L.P. | 3.8M | $334M |
| 18 | NORTHERN TRUST CORP | 4.1M | $313M |
| 19 | Invesco Ltd. | 4.0M | $306M |
| 20 | JPMORGAN CHASE & CO | 3.8M | $287M |
| 21 | WELLINGTON MANAGEMENT GROUP LLP | 3.5M | $271M |
| 22 | D. E. Shaw & Co., Inc. | 3.5M | $266M |
| 23 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3.3M | $255M |
| 24 | CANADA PENSION PLAN INVESTMENT BOARD | 3.3M | $251M |
| 25 | Capital Research Global Investors | 2.9M | $221M |
| 26 | CIBC Bancorp USA Inc. | 2.9M | $221M |
| 27 | Bank of New York Mellon Corp | 2.8M | $220M |
| 28 | Fundsmith LLP | 2.7M | $211M |
| 29 | HSBC HOLDINGS PLC | 2.5M | $210M |
| 30 | Legal & General Group Plc | 2.7M | $209M |
| 31 | Clearbridge Investments, LLC | 2.7M | $207M |
| 32 | BANK OF AMERICA CORP /DE/ | 2.6M | $203M |
| 33 | Canoe Financial LP | 2.5M | $189M |
| 34 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.4M | $189M |
| 35 | SCHRODER INVESTMENT MANAGEMENT GROUP | 2.4M | $187M |
| 36 | Guinness Asset Management LTD | 2.3M | $181M |
| 37 | VANGUARD FIDUCIARY TRUST CO | 2.2M | $169M |
| 38 | PRIMECAP MANAGEMENT CO/CA/ | 2.1M | $161M |
| 39 | DIMENSIONAL FUND ADVISORS LP | 2.0M | $152M |
| 40 | TWO SIGMA INVESTMENTS, LP | 1.9M | $149M |
| 41 | Amundi | 1.9M | $145M |
| 42 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1.8M | $138M |
| 43 | USS Investment Management Ltd | 1.8M | $136M |
| 44 | RENAISSANCE TECHNOLOGIES LLC | 1.7M | $130M |
| 45 | BANK OF MONTREAL /CAN/ | 1.5M | $119M |
| 46 | DEUTSCHE BANK AG\ | 1.5M | $117M |
| 47 | AQR CAPITAL MANAGEMENT LLC | 1.5M | $116M |
| 48 | Russell Investments Group, Ltd. | 1.4M | $111M |
| 49 | DANSKE BANK A/S | 1.1M | $107M |
| 50 | Pictet Asset Management Holding SA | 1.4M | $107M |
| 51 | Squarepoint Ops LLC | 1.4M | $106M |
| 52 | JACOBS LEVY EQUITY MANAGEMENT, INC | 1.3M | $103M |
| 53 | UBS Group AG | 1.2M | $96M |
| 54 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.2M | $94M |
| 55 | Nuveen, LLC | 1.2M | $91M |
| 56 | Scharf Investments, LLC | 1.2M | $90M |
| 57 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.2M | $89M |
| 58 | Swiss National Bank | 1.1M | $88M |
| 59 | LONDON CO OF VIRGINIA | 1.1M | $86M |
| 60 | Qube Research & Technologies Ltd | 1.1M | $84M |
| 61 | Independent Franchise Partners LLP | 1.0M | $77M |
| 62 | FUNDSMITH INVESTMENT SERVICES LTD. | 967K | $75M |
| 63 | CITIGROUP INC | 949K | $73M |
| 64 | FIFTHDELTA Ltd | 927K | $71M |
| 65 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 920K | $71M |
| 66 | STOREBRAND ASSET MANAGEMENT AS | 859K | $71M |
| 67 | Man Group plc | 875K | $67M |
| 68 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 867K | $67M |
| 69 | Vanguard Global Advisers, LLC | 851K | $66M |
| 70 | Sumitomo Mitsui Trust Group, Inc. | 832K | $64M |
| 71 | ROYAL BANK OF CANADA | 803K | $62M |
| 72 | CITADEL ADVISORS LLC | 786K | $61M |
| 73 | BROWN BROTHERS HARRIMAN & CO | 778K | $60M |
| 74 | ExodusPoint Capital Management, LP | 767K | $59M |
| 75 | RHUMBLINE ADVISERS | 762K | $59M |
| 76 | DNB Asset Management AS | 753K | $58M |
| 77 | WELLS FARGO & COMPANY/MN | 744K | $57M |
| 78 | VICTORY CAPITAL MANAGEMENT INC | 743K | $57M |
| 79 | Gates Capital Management, Inc. | 738K | $57M |
| 80 | Clean Energy Transition LLP | 708K | $55M |
| 81 | California Public Employees Retirement System | 691K | $53M |
| 82 | BNP PARIBAS FINANCIAL MARKETS | 690K | $53M |
| 83 | VANGUARD ASSET MANAGEMENT, Ltd | 669K | $52M |
| 84 | NEUBERGER BERMAN GROUP LLC | 655K | $50M |
| 85 | National Pension Service | 653K | $50M |
| 86 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 627K | $48M |
| 87 | GREAT LAKES ADVISORS, LLC | 620K | $48M |
| 88 | Fisher Asset Management, LLC | 619K | $48M |
| 89 | MARSHALL WACE, LLP | 608K | $47M |
| 90 | WORLDQUANT MILLENNIUM ADVISORS LLC | 606K | $47M |
| 91 | CAPITAL FUND MANAGEMENT S.A. | 593K | $46M |
| 92 | GFI Investment Counsel Ltd. | 585K | $45M |
| 93 | HighTower Advisors, LLC | 575K | $44M |
| 94 | FIRST TRUST ADVISORS LP | 573K | $44M |
| 95 | PFA Pension, Forsikringsaktieselskab | 558K | $43M |
| 96 | ANCHOR CAPITAL ADVISORS LLC | 555K | $43M |
| 97 | Allianz Asset Management GmbH | 550K | $42M |
| 98 | Sarasin & Partners LLP | 546K | $42M |
| 99 | DAVIDSON INVESTMENT ADVISORS | 473K | $41M |
| 100 | SEI INVESTMENTS CO | 530K | $41M |
Data source: SEC EDGAR Form 13F · Updated 2026-07-09