Funds holding Otis Worldwide Corp
791 funds declare a position · 212 ETFs and 579 other funds · 10.3B $· 1.2B SEK· 14.9M € · US68902V1070
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 12,343,469 | 951.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 9,878,139 | 761.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 8,394,815 | 647.1M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 4 | Putnam Large Cap Value Fund Putnam Large Cap Value Fund | 6,443,437 | 501.8M $ | 1.00 % | as of Apr 30, 2026 · Original filing |
| 5 | iShares Core S&P 500 ETF iShares Trust | 4,999,843 | 385.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 6 | Fidelity 500 Index Fund Fidelity Concord Street Trust | 4,959,632 | 459.1M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 7 | VanEck Morningstar Wide Moat ETF VanEck ETF Trust | 3,617,541 | 278.8M $ | 2.40 % | as of Mar 31, 2026 · Original filing |
| 8 | VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 3,596,060 | 277.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 9 | THE HARTFORD DIVIDEND AND GROWTH FUND HARTFORD MUTUAL FUNDS, INC | 2,611,089 | 203.4M $ | 1.11 % | as of Apr 30, 2026 · Original filing |
| 10 | VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,526,911 | 194.8M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| 11 | VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 2,190,405 | 168.8M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 12 | State Street(R) Industrial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 2,180,623 | 168.1M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 13 | T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. | 2,051,190 | 158.1M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| 14 | Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 1,994,575 | 155.3M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 15 | VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS | 1,811,000 | 139.6M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 16 | VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 1,677,892 | 129.3M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 17 | MFS Value Fund MFS SERIES TRUST I | 1,643,371 | 152.1M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| 18 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 1,537,889 | 119.8M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 19 | American Mutual Fund American Mutual Fund | 1,510,925 | 117.7M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 20 | Fidelity Dividend Growth Fund Fidelity Securities Fund | 1,498,800 | 116.7M $ | 1.02 % | as of Apr 30, 2026 · Original filing |
| 21 | iShares Russell Mid-Cap ETF iShares Trust | 1,492,364 | 115M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 22 | Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 1,445,422 | 112.6M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 23 | Investment Co of America Investment Co of America | 1,213,212 | 93.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 24 | T. Rowe Price U.S. Large-Cap Core Fund, Inc. T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC. | 1,212,452 | 93.5M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| 25 | Fidelity SAI U.S. Quality Index Fund Fidelity Salem Street Trust | 1,190,238 | 92.7M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| 26 | Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust | 1,173,584 | 90.5M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 27 | MFS Mid Cap Value Fund MFS SERIES TRUST XI | 1,163,866 | 89.7M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| 28 | ClearBridge Dividend Strategy Fund Legg Mason Partners Investment Trust | 1,116,300 | 86M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| 29 | MFS Massachusetts Investors Growth Stock Fund MFS Massachusetts Investors Growth Stock Fund | 1,088,157 | 100.7M $ | 1.02 % | as of Feb 28, 2026 · Original filing |
| 30 | Touchstone Funds Group Trust-Touchstone Mid Cap Fund Touchstone Funds Group Trust | 1,029,108 | 79.3M $ | 1.81 % | as of Mar 31, 2026 · Original filing |
| 31 | Fidelity Capital Appreciation Fund Fidelity Capital Trust | 1,023,500 | 79.7M $ | 1.05 % | as of Apr 30, 2026 · Original filing |
| 32 | iShares Russell 1000 Value ETF iShares Trust | 896,604 | 69.1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 33 | Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 858,763 | 66.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 34 | Fidelity Growth and Income Portfolio Fidelity Securities Fund | 822,438 | 64.1M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| 35 | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 817,322 | 63M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 36 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 729,360 | 67.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 37 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 727,839 | 67.4M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 38 | iShares S&P 500 Value ETF iShares Trust | 670,207 | 51.7M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 39 | iShares Core Dividend Growth ETF iShares Trust | 655,973 | 51.1M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 40 | AP7 Aktiefond Sjunde AP-fonden | 654,071 | 480.3M SEK | 0.04 % | as of Mar 31, 2026 · Original filing |
| 41 | Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 620,092 | 48.3M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 42 | Massachusetts Investors Trust MASSACHUSETTS INVESTORS TRUST | 614,814 | 47.4M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| 43 | AB Global Core Equity Portfolio AB CAP FUND, INC. | 611,912 | 47.2M $ | 2.94 % | as of Mar 31, 2026 · Original filing |
| 44 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 576,504 | 53.4M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 45 | Putnam Core Equity Fund Putnam Funds Trust | 571,705 | 44.5M $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| 46 | iShares Russell Mid-Cap Value ETF iShares Trust | 562,671 | 43.4M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 47 | Fidelity Large Cap Stock Fund Fidelity Concord Street Trust | 523,829 | 40.8M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| 48 | HARTFORD DIVIDEND AND GROWTH HLS FUND HARTFORD SERIES FUND INC | 490,817 | 37.8M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| 49 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 487,088 | 37.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 50 | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 458,311 | 35.3M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 51 | VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 456,330 | 35.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 52 | VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 449,362 | 41.6M $ | 0.51 % | as of Feb 28, 2026 · Original filing |
| 53 | GLOBAL FRANCHISE PORTFOLIO MORGAN STANLEY INSTITUTIONAL FUND INC | 441,645 | 34M $ | 2.48 % | as of Mar 31, 2026 · Original filing |
| 54 | First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 428,954 | 33.1M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 55 | JPMorgan Hedged Equity Fund JPMorgan Trust I | 417,769 | 32.2M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 56 | Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 402,866 | 37.3M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 57 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 369,672 | 34.2M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 58 | Independent Franchise Partners US Equity Fund Advisers Investment Trust | 355,579 | 27.4M $ | 1.79 % | as of Mar 31, 2026 · Original filing |
| 59 | S&P 500 Index Master Portfolio Master Investment Portfolio | 351,718 | 27.1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 60 | Putnam VT Large Cap Value Fund Putnam Variable Trust | 333,669 | 25.7M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| 61 | Nuveen Equity Index Fund TIAA-CREF Funds | 325,455 | 25.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 62 | iShares Core S&P U.S. Value ETF iShares Trust | 325,378 | 25.1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 63 | SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 322,234 | 24.8M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| 64 | Victory Income Stock Fund Victory Portfolios III | 313,750 | 24.4M $ | 0.91 % | as of Apr 30, 2026 · Original filing |
| 65 | Scharf ETF Advisors Series Trust | 313,454 | 24.2M $ | 3.58 % | as of Mar 31, 2026 · Original filing |
| 66 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 312,374 | 24.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 67 | BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. | 310,720 | 24.2M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 68 | iShares Russell 1000 ETF iShares Trust | 280,622 | 21.6M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 69 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 266,929 | 20.8M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 70 | JNL/T. Rowe Price Value Fund JNL Series Trust | 261,300 | 20.1M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 71 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 256,975 | 20M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 72 | Neuberger Quality Equity Fund NEUBERGER BERMAN EQUITY FUNDS | 256,583 | 23.7M $ | 0.93 % | as of Feb 28, 2026 · Original filing |
| 73 | T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 243,991 | 18.8M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 74 | Large Cap Index Master Portfolio Master Investment Portfolio | 233,119 | 18M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 75 | THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 231,037 | 18M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 76 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 230,360 | 17.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 77 | VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 226,948 | 21M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 78 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 226,209 | 20.9M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 79 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 226,027 | 17.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 80 | JNL/Morningstar Wide Moat Index Fund JNL Series Trust | 220,098 | 17M $ | 2.39 % | as of Mar 31, 2026 · Original filing |
| 81 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 219,037 | 16.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 82 | JPMorgan U.S. Research Enhanced Equity Fund JPMorgan Trust I | 215,444 | 16.6M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 83 | Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 205,122 | 19M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 84 | VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 204,100 | 18.9M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 85 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 201,755 | 15.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 86 | Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust | 194,560 | 15M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| 87 | T. Rowe Price Capital Appreciation Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 193,564 | 14.9M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 88 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 193,430 | 15.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 89 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 187,422 | 14.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 90 | Value Portfolio PACIFIC SELECT FUND | 185,772 | 14.3M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| 91 | Fidelity Advisor Capital Development Fund Fidelity Destiny Portfolios | 185,750 | 14.3M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 92 | WisdomTree U.S. Value Fund WisdomTree Trust | 184,385 | 14.2M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 93 | Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 183,325 | 14.3M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 94 | AST Large-Cap Value Portfolio Advanced Series Trust | 179,533 | 13.8M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 95 | College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 175,608 | 13.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 96 | VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 170,000 | 13.1M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 97 | VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS | 160,680 | 12.4M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 98 | CIBC ATLAS DISCIPLINED EQUITY FUND ADVISORS' INNER CIRCLE FUND | 159,818 | 12.4M $ | 0.84 % | as of Apr 30, 2026 · Original filing |
| 99 | Optimum Large Cap Value Fund Optimum Fund Trust | 158,822 | 12.2M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| 100 | Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 158,714 | 12.4M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
Institutional managers
1222 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 32,220,840 | 2.5B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 16,201,503 | 1.2B $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 12,959,312 | 998.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 12,451,330 | 964M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 11,520,956 | 888M $ | as of Mar 31, 2026 |
| FMR LLC | 7,979,132 | 615M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 7,600,270 | 597.7M $ | as of Mar 31, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | 5,892,021 | 454.2M $ | as of Mar 31, 2026 |
| Fiera Capital Corp | 4,866,896 | 375.1M $ | as of Mar 31, 2026 |
| PineStone Asset Management Inc. | 4,493,882 | 346.4M $ | as of Mar 31, 2026 |
| BLS CAPITAL FONDSMAEGLERSELSKAB A/S | 4,388,045 | 338.2M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 3,825,492 | 334.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 4,057,905 | 312.8M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 3,970,129 | 306M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 3,755,316 | 286.6M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 3,521,461 | 271.4M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 3,454,928 | 266.3M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3,310,369 | 255.2M $ | as of Mar 31, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | 3,260,413 | 251.3M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 2,951,603 | 227.5M $ | as of Mar 31, 2026 |
| Capital Research Global Investors | 2,872,894 | 221.4M $ | as of Mar 31, 2026 |
| CIBC Bancorp USA Inc. | 2,864,227 | 220.8M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 2,848,482 | 219.6M $ | as of Mar 31, 2026 |
| Fundsmith LLP | 2,731,635 | 210.6M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 2,713,920 | 209.2M $ | as of Mar 31, 2026 |