Otis Worldwide

OTIS • NYSE

Otis Worldwide is a industrial - machinery company in the industrials sector on NYSE, led by Judith F. Marks, with a market cap of $34.3B. As of Q3 2025, 86% of shares are held by 1,213 institutional investors, with VANGUARD GROUP INC as the largest holder at 12.39%.

Chief Executive OfficerJudith F. Marks

Market Cap$34.3B

Industrial - Machinery

Industrials

Employees71.0K

Websiteotis.com

Country

United States of America

Overview

Overview of institutional ownership in OTIS as of Q3 2025 with a market cap of $35.9B

All Institutions

Institutions: 1,213
Value Held: $30.9B
Shares Held: 338.4M
Avg Position: $25.5M
Median Position: $592.1K

Hedge Funds

Hedge Funds: 75
Value Held: $2.0B
Shares Held: 21.4M
Avg Position: $26.1M
Median Position: $2.6M

Ownership Breakdown

Institutional (non-HF)

80.74%

$29.0B

Hedge Funds

5.46%

$2.0B

Retail & Other

13.8%

$5.0B

Based on market cap of $35.9B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in OTIS as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$4.4B 0.07% of portfolio	12.39% 48.6M shares	Q2 2020 Held for 5y 5m	$6.69T
B BlackRock, Inc. Institution	-	$2.9B 0.05% of portfolio	8.18% 32.1M shares	Q2 2020 Held for 5y 5m	$5.67T
ALLIANCEBERNSTEIN L.P. Long Only Manager	Seth Perry Bernstein CEO	$1.5B 0.49% of portfolio	4.32% 16.9M shares	Q1 2020 Held for 5y 8m	$317.45B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$1.5B 0.05% of portfolio	4.08% 16.0M shares	Q2 2020 Held for 5y 5m	$2.88T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$1.2B 0.07% of portfolio	3.33% 13.1M shares	Q1 2020 Held for 5y 8m	$1.65T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$985.5M 0.06% of portfolio	2.74% 10.8M shares	Q2 2020 Held for 5y 5m	$1.57T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$687.7M 0.04% of portfolio	1.92% 7.5M shares	Q2 2020 Held for 5y 5m	$1.56T
FRANKLIN RESOURCES INC Institution	Gregory E. Johnson CEO	$678.4M 0.17% of portfolio	1.89% 7.4M shares	Q2 2020 Held for 5y 5m	$395.36B
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	Edward Murray Maloney CEO	$648.4M 0.20% of portfolio	1.81% 7.1M shares	Q1 2020 Held for 5y 8m	$322.72B
Fundsmith LLP Long Only Manager	Terence Charles Smith CEO	$532.0M 2.69% of portfolio	1.48% 5.8M shares	Q3 2022 Held for 3y 2m	$19.8B

Net Capital Flow

Institutional buying and selling activity for OTIS in Q3 2025

Traded: −$447.1M
Buyers: 477
Sellers: 609
Total Bought: +$2.6B
Total Sold: −$3.0B
Avg Position: $23.2M

Biggest Buyers

Institution	Net Bought	Current Position
T T. Rowe Price Investment Management, Inc. Insurance Manager	+$282.7M +3.1M shares	$284.2M 3.1M shares
VAN ECK ASSOCIATES CORP ETF Provider	+$179.8M +2.0M shares	$184.9M 2.0M shares
D D. E. Shaw & Co., Inc. Institution	+$149.6M +1.6M shares	$334.5M 3.7M shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$131.9M +1.4M shares	$236.9M 2.6M shares
S Squarepoint Ops LLC Hedge Fund•Quant	+$123.7M +1.4M shares	$185.6M 2.0M shares
Independent Franchise Partners LLP Long Only Manager	+$100.4M +1.1M shares	$100.4M 1.1M shares
A Atlantic Trust Group, LLC Institution	+$92.7M +1.0M shares	$264.3M 2.9M shares
C Canoe Financial LP Institution	+$86.0M +940.9K shares	$220.5M 2.4M shares
SCHARF INVESTMENTS, LLC RIA/Wealth	+$73.2M +800.6K shares	$73.2M 800.6K shares
BLS CAPITAL FONDSMAEGLERSELSKAB A/S Hedge Fund•Value	+$72.2M +789.6K shares	$407.1M 4.5M shares

Biggest Sellers

Institution	Net Sold	Current Position
JPMORGAN CHASE & CO Institution	−$1.3B −14.6M shares	$687.7M 7.5M shares
ALLIANCEBERNSTEIN L.P. Long Only Manager	−$223.2M −2.4M shares	$1.5B 16.9M shares
Q Qube Research & Technologies Ltd Institution	−$86.3M −943.7K shares	$19.3M 210.8K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$79.2M −866.7K shares	$19.0M 208.2K shares
A AVIVA PLC Institution	−$75.4M −824.3K shares	$28.9M 316.6K shares
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	−$69.2M −756.4K shares	$54.9M 600.0K shares
FMR LLC Institution	−$65.7M −719.0K shares	$187.1M 2.0M shares
WORLDQUANT MILLENNIUM QUANTITATIVE STRATEGIES LLC Hedge Fund•Multi-Strategy	−$59.6M −602.1K shares	Sold Off 0 shares
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	−$49.1M −537.0K shares	$142.6M 1.6M shares
Invesco Ltd. ETF Provider	−$47.4M −518.3K shares	$366.7M 4.0M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited OTIS in Q3 2025

New Positions: 55
New Value: $230.0M
Exited Positions: 121
Exited Value: $215.7M

New Positions

Institution	Position Value
Independent Franchise Partners LLP Long Only Manager	$100.4M 1.1M shares
G GFI Investment Counsel Ltd. RIA/Wealth	$59.0M 645.5K shares
Galvin, Gaustad & Stein, LLC RIA/Wealth	$11.3M 123.6K shares
B BLI - Banque de Luxembourg Investments Institution	$10.7M 116.9K shares
Moran Wealth Management, LLC RIA/Wealth	$10.1M 110.0K shares
Numerai GP LLC Hedge Fund•Quant	$6.4M 69.8K shares
HITE Hedge Asset Management LLC Hedge Fund•Long/Short	$5.0M 54.3K shares
E Eisler Capital Management Ltd. Institution	$5.0M 57.1K shares
A Albar Capital Partners LLP Institution	$3.5M 38.8K shares
Morningstar Investment Management LLC Long Only Manager	$2.9M 31.6K shares

Exited Positions

Institution	Previous Position
WORLDQUANT MILLENNIUM QUANTITATIVE STRATEGIES LLC Hedge Fund•Multi-Strategy	$59.6M 602.1K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$38.2M 385.6K shares
A AXA Institution	$18.7M 188.4K shares
C COMGEST GLOBAL INVESTORS S.A.S. Institution	$16.5M 166.7K shares
Y Y-Intercept Ltd Institution	$7.0M 70.9K shares
A Achmea Investment Management B.V. Institution	$6.4M 65.0K shares
Symphony Financial, Ltd. Co. RIA/Wealth	$6.4M 64.8K shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	$5.9M 59.3K shares
Interval Partners, LLC Hedge Fund•Long/Short	$5.9M 59.2K shares
Q Qsemble Capital Management, LP Hedge Fund•Quant	$5.3M 53.7K shares

Options Activity

Institutions with the largest Call and Put options positions in OTIS as of Q3 2025

Call Positions: 15
Call Value: $66.8M
Put Positions: 15
Put Value: $40.8M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$26.6M 2.9K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$8.3M 912.0 contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$8.1M 886.0 contracts
J JANE STREET GROUP, LLC Institution	$7.4M 810.0 contracts
Walleye Trading LLC RIA/Wealth	$4.5M 492.0 contracts
Caption Management, LLC Hedge Fund•Long/Short	$3.7M 400.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$2.8M 301.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$2.1M 231.0 contracts
WELLS FARGO & COMPANY/MN Institution	$1.7M 186.0 contracts
W WOLVERINE TRADING, LLC Institution	$1.3M 141.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$20.5M 2.2K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$8.4M 921.0 contracts
Caption Management, LLC Hedge Fund•Long/Short	$3.4M 375.0 contracts
P PEAK6 LLC Institution	$2.5M 269.0 contracts
J JANE STREET GROUP, LLC Institution	$1.9M 207.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$1.2M 130.0 contracts
V Volterra Technologies LP Hedge Fund•Quant	$877.7K 96.0 contracts
W WOLVERINE TRADING, LLC Institution	$748.6K 82.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$704.0K 77.0 contracts
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	$201.1K 22.0 contracts

Most Committed Institutions

Institutions with OTIS as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
BLS CAPITAL FONDSMAEGLERSELSKAB A/S Hedge Fund•Value	Anna Grex Borre CEO	14.01% $407.1M	1.13% 4.5M shares	Q2 2020 Held for 5y 5m	$2.9B
F FIFTHDELTA Ltd Institution	-	12.90% $41.3M	0.11% 451.2K shares	Q3 2025 Held for 2 months	$319.8M
AdviceOne Advisory Services, LLC RIA/Wealth	Michael Paul Grossman President	8.64% $13.0M	0.04% 142.2K shares	Q4 2024 Held for 11 months	$150.4M
G GFI Investment Counsel Ltd. RIA/Wealth	Daniel Todd Goodman CEO	6.15% $59.0M	0.16% 645.5K shares	Q3 2025 Held for 2 months	$960.1M
Clean Energy Transition LLP Hedge Fund•Long/Short	Per Axel Lekander CEO	5.37% $61.2M	0.17% 669.7K shares	Q2 2025 Held for 5 months	$1.1B
Cartenna Capital, LP Hedge Fund•Long/Short	Sean Mcduffy President	3.70% $70.9M	0.20% 775.0K shares	Q3 2025 Held for 2 months	$1.9B
S Sarasin & Partners LLP Institution	-	3.23% $329.6M	0.92% 3.6M shares	Q2 2020 Held for 5y 5m	$10.2B
C Canoe Financial LP Institution	-	3.18% $220.5M	0.61% 2.4M shares	Q1 2024 Held for 1y 8m	$6.9B
Gates Capital Management, Inc. Hedge Fund•Event Driven	Jeffrey Linn Gates President	3.15% $101.8M	0.28% 1.1M shares	Q1 2020 Held for 5y 8m	$3.2B
J. Stern & Co. LLP Long Only Manager	Thomas Leolin Alfred Price Managing Partner	3.05% $40.3M	0.11% 441.2K shares	Q4 2023 Held for 1y 11m	$1.3B

Hedge Fund Spotlight

Discover hedge funds investing in OTIS

Quent Capital, LLC

Hedge Fund • Long/Short

Portfolio ManagerWilliam Albert Jollie

Portfolio Value: $1.2B
Positions: 1,433
Last Reported: Q3 2025

Sector Allocation

Position in Otis Worldwide

Market Value: $120.8K
Shares Held: 1.3K
Portfolio Weight: 0.01%
Owned Since: 2021-Q4

Top Holding	Sector	Market Value	Weight
1 Vanguard Russell 1000 Growth VONG	ETF ETF	$129.0M	10.81%
2 SPDR Nuveen Bloomberg Short Term Municipal Bond SHM	ETF ETF	$79.3M	6.64%
3 iShares MSCI EAFE Growth EFG	ETF ETF	$59.0M	4.94%