Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
1,201 institutional managers reported holding OTIS for the quarter ended Mar 31, 2026. Together they hold about 87% of shares outstanding; the top 10 hold 42%. 84 opened new positions; 138 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 48.90M | 12.55% | $3.77B | unchanged | 2020 Q2 |
| BlackRock | 32.22M | 8.27% | $2.48B | trimmed -4% | 2020 Q2 |
| State Street | 16.20M | 4.16% | $1.25B | unchanged | 2020 Q2 |
| Morgan Stanley | 12.96M | 3.33% | $998.9M | added +2.2% | 2020 Q1 |
| Geode Capital | 12.45M | 3.20% | $959.7M | added +15.4% | 2020 Q2 |
| Franklin Resources | 11.52M | 2.96% | $888.0M | added +46.9% | 2020 Q2 |
| T. Rowe Price | 8.84M | 2.27% | $681.3M | added +1393% | 2020 Q2 |
| FMR (Fidelity) | 7.98M | 2.05% | $615.0M | added +197.2% | 2020 Q2 |
| MFS Investment Management | 7.60M | 1.95% | $585.8M | added +11.1% | 2020 Q1 |
| Mitsubishi UFJ Asset Management CO., LTD. | 6.32M | 1.62% | $487.4M | added +22.8% | 2020 Q2 |
| Fiera Capital CORP | 4.87M | 1.25% | $375.1M | trimmed -3.1% | 2020 Q2 |
| UBS | 4.55M | 1.17% | $350.8M | trimmed -7.2% | 2020 Q2 |
| PineStone Asset Management INC. (focused) | 4.49M | 1.15% | $346.4M | trimmed -4% | 2022 Q4 |
| BLS Capital Fondsmaeglerselskab A/S (focused) | 4.39M | 1.13% | $338.2M | trimmed -6.2% | 2020 Q2 |
| Northern Trust | 4.06M | 1.04% | $312.8M | trimmed -0.9% | 2020 Q1 |
| Invesco | 3.97M | 1.02% | $306.0M | added +1.7% | 2020 Q2 |
| VAN ECK Associates CORP | 3.97M | 1.02% | $305.9M | trimmed -0.9% | 2023 Q4 |
| AllianceBernstein | 3.83M | 0.98% | $294.9M | trimmed -74.8% | 2020 Q1 |
| Wellington Management | 3.52M | 0.90% | $271.4M | trimmed -2.5% | 2020 Q2 |
| D. E. Shaw | 3.45M | 0.89% | $266.3M | added +13.1% | 2020 Q2 |
| CPP Investment Board | 3.26M | 0.84% | $251.3M | added +444.3% | 2020 Q2 |
| Goldman Sachs | 2.95M | 0.76% | $227.5M | added +29.1% | 2020 Q2 |
| Capital Research Global Investors | 2.87M | 0.74% | $221.4M | added +1% | 2020 Q2 |
| Cibc Bancorp USA INC. | 2.86M | 0.73% | $220.8M | trimmed -1.5% | 2020 Q2 |
| BNY Mellon | 2.85M | 0.73% | $219.6M | added +4.1% | 2020 Q2 |
| Fundsmith (focused) | 2.73M | 0.70% | $210.6M | trimmed -12.2% | 2022 Q3 |
| Legal & General Group PLC | 2.71M | 0.70% | $209.2M | trimmed -0.7% | 2020 Q2 |
| Clearbridge Investments, LLC | 2.69M | 0.69% | $207.4M | added +141.3% | 2020 Q2 |
| Bank OF America CORP /DE/ | 2.64M | 0.68% | $203.5M | trimmed -14.3% | 2020 Q2 |
| Canoe Financial LP | 2.45M | 0.63% | $188.9M | trimmed -12.1% | 2024 Q2 |
| Charles Schwab Investment Management | 2.45M | 0.63% | $188.7M | added +3.2% | 2020 Q2 |
| Schroder Investment Management Group | 2.44M | 0.63% | $188.3M | added +7.2% | 2020 Q1 |
| Guinness Asset Management LTD | 2.35M | 0.60% | $180.8M | added +10.7% | 2020 Q2 |
| PRIMECAP Management | 2.09M | 0.54% | $161.3M | unchanged | 2020 Q2 |
| Dimensional Fund Advisors | 1.97M | 0.51% | $151.8M | added +4.4% | 2020 Q2 |
| Two Sigma | 1.94M | 0.50% | $149.3M | added +237.4% | 2020 Q2 |
| Amundi | 1.89M | 0.48% | $145.4M | trimmed -6.5% | 2020 Q2 |
| USS Investment Management LTD | 1.77M | 0.45% | $136.2M | added +3.8% | 2020 Q2 |
| Renaissance Technologies | 1.69M | 0.43% | $130.4M | added +30.4% | 2024 Q4 |
| BNP Paribas Financial Markets | 1.61M | 0.41% | $124.1M | added +14.6% | 2020 Q2 |
| Bank OF Montreal /CAN/ | 1.55M | 0.40% | $119.2M | added +44% | 2020 Q2 |
| Deutsche Bank AG\ | 1.52M | 0.39% | $117.2M | trimmed -17.4% | 2020 Q2 |
| AQR Capital | 1.52M | 0.39% | $117.0M | trimmed -33.7% | 2020 Q2 |
| Russell Investments Group, LTD. | 1.43M | 0.37% | $110.5M | added +1.6% | 2020 Q2 |
| Pictet Asset Management Holding SA | 1.38M | 0.35% | $106.7M | added +46.9% | 2020 Q2 |
| Squarepoint Ops LLC | 1.38M | 0.35% | $106.5M | trimmed -35.8% | 2020 Q2 |
| Lazard Freres Gestion S.a.s. | 1.34M | 0.34% | $103.4M | added +2.4% | 2020 Q4 |
| Jacobs Levy Equity Management, INC | 1.34M | 0.34% | $103.1M | added +6.2% | 2020 Q4 |
| Arrowstreet Capital | 1.22M | 0.31% | $93.9M | added +68.2% | 2025 Q1 |
| Nuveen | 1.18M | 0.30% | $90.8M | added +37% | 2020 Q2 |
Largest 50 of 1,201 shown; the full ranked, searchable register is at boothcheck.com/holders/OTIS. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.