Otis Worldwide — Institutional Ownership

Which tracked institutions hold OTIS, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.

43
Funds holding
$7600178570
Total value held
Buying
24 added/new · 16 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $2483582377 32220840 -1356768 -4.04%
2 State Street Corp $1248811851 16201503 +73306 +0.45%
3 Morgan Stanley $998903976 12959312 +284245 +2.24%
4 Franklin Resources Inc $888035288 11520956 +3678803 +46.91%
5 Invesco Ltd. $341066463 3904596 -106349 -2.65%
6 Northern Trust Corp $312783317 4057905 -37624 -0.92%
7 Goldman Sachs Group Inc $227509558 2951603 +664397 +29.05%
8 Bank Of New York Mellon Corp $219560986 2848482 +110984 +4.05%
9 Bank Of America Corp /De/ $203456880 2639555 -441135 -14.32%
10 Bank Of Montreal /Can/ $119189961 1546315 NEW BUY
11 Citigroup Inc $90953716 1041256 +337650 +47.99%
12 Barclays Plc $76504445 992533 NEW BUY
13 Royal Bank Of Canada $69904000 906888 NEW BUY
14 Wells Fargo & Company/Mn $51666553 591489 -54150 -8.39%
15 Sei Investments Co $40882919 530407 NEW BUY
16 Ameriprise Financial Inc $40571020 526348 +85053 +19.27%
17 Raymond James Financial Inc $37408474 485321 +219494 +82.57%
18 Principal Financial Group Inc $33693210 437120 -79 -0.02%
19 Pnc Financial Services Group, Inc. $26143768 339177 -12923 -3.67%
20 Prudential Financial Inc $17301994 224468 +5506 +2.51%
21 M&T Bank Corp $12934207 148063 -5022 -3.28%
22 Us Bancorp \De\ $10840499 140639 -7307 -4.94%
23 Toronto Dominion Bank $9236217 119815 NEW BUY
24 Pinnacle Financial Partners, Inc. $6901748 89539 NEW BUY
25 Fifth Third Bancorp $6298498 81714 +71123 +671.54%
26 Janus Henderson Group Plc $4570378 59297 NEW BUY
27 Bank Of Nova Scotia $4552576 59063 NEW BUY
28 Atlantic Union Bankshares Corp $3799672 43499 -2641 -5.72%
29 Truist Financial Corp $2998308 38899 -4648 -10.67%
30 Banco Bilbao Vizcaya Argentaria, S.A. $2461241 31931 NEW BUY
31 Allstate Corp $2433571 27860 +13866 +99.09%
32 Regions Financial Corp $2199787 28539 -2981 -9.46%
33 Nomura Holdings Inc $1841827 23895 NEW BUY
34 Hancock Whitney Corp $304792 3938 -98 -2.43%
35 Northwest Bancshares, Inc. $299611 3430 -75 -2.14%
36 Marex Group Plc $240027 3114 NEW BUY
37 City Holding Co $187907 2438 -473 -16.25%
38 First Financial Corp /In/ $81859 1062 +25 +2.41%
39 Norwood Financial Corp $33252 335 Held
40 Tompkins Financial Corp $12872 167 Held
41 Amalgamated Financial Corp. $8724 113371 NEW BUY
42 Peapack Gladstone Financial Corp $7158 92864 -14625 -13.61%
43 Peoples Financial Services Corp. $3083 40 Held

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.