Titelia

Fund shareholders of Otis Worldwide Corp

ISIN US68902V1070 · United States · LEI 549300ZLBKR8VSU25153

Fund shareholders
797
Of which ETFs
212 585 other funds
Value held
10.3B $ 1.2B SEK · 14.9M €
Share of capital
34.7 % of 380.7M shares on Jul 15, 2026

797 funds hold this company. This table lists the 791 that declare it in a regulatory filing. The other 6 publish their holdings in their own reports. They are not in the table.

FundSharesValueWeight in fundShare of capital
ClearBridge Variable Dividend Strategy Portfolio Legg Mason Partners Variable Equity Trust 57,0004.4M $0.98 %0.01 %as of Mar 31, 2026 ↗
Tax-Managed Value Portfolio Tax-Managed Value Portfolio 56,5004.4M $0.37 %0.01 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 54,3444.2M $0.05 %0.01 %as of Apr 30, 2026 ↗
Transamerica JPMorgan Enhanced Index VP TRANSAMERICA SERIES TRUST 54,2494.2M $0.16 %0.01 %as of Mar 31, 2026 ↗
AQR Equity Market Neutral Fund AQR Funds 53,7654.1M $0.13 %0.01 %as of Mar 31, 2026 ↗
JPMorgan Hedged Equity 3 Fund JPMorgan Trust IV 53,4114.1M $0.16 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 53,2524.9M $0.06 %0.01 %as of Feb 28, 2026 ↗
WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust 52,0684M $0.07 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 51,8454M $0.07 %0.01 %as of Mar 31, 2026 ↗
SA MFS Massachusetts Investors Trust Portfolio SUNAMERICA SERIES TRUST 51,7774M $0.69 %0.01 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 50,4463.9M $0.13 %0.01 %as of Mar 31, 2026 ↗
VanEck Morningstar SMID Moat ETF VanEck ETF Trust 50,2563.9M $1.21 %0.01 %as of Mar 31, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 49,5113.8M $0.01 %0.01 %as of Mar 31, 2026 ↗
Handelsbanken USA Index Criteria Handelsbanken Fonder AB 49,47136.3M SEK0.08 %0.01 %as of Mar 31, 2026 ↗
iShares Global Industrials ETF iShares Trust 49,3463.8M $0.32 %0.01 %as of Mar 31, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 49,1263.8M $0.05 %0.01 %as of Apr 30, 2026 ↗
iShares Morningstar Mid-Cap Growth ETF iShares Trust 48,8673.8M $0.11 %0.01 %as of Apr 30, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 48,7783.8M $0.05 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. 48,6003.7M $0.08 %0.01 %as of Mar 31, 2026 ↗
Storebrand Global All Countries Storebrand Asset Management AS 48,06635.3M SEK0.08 %0.01 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 47,3743.7M $0.05 %0.01 %as of Mar 31, 2026 ↗
Putnam U.S. Research Fund Putnam Investment Funds 46,8303.6M $0.51 %0.01 %as of Apr 30, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 46,7593.6M $0.05 %0.01 %as of Mar 31, 2026 ↗
Invenomic Fund NORTHERN LIGHTS FUND TRUST II 45,2803.5M $0.36 %0.01 %as of Apr 30, 2026 ↗
Stock Index Fund VALIC Co I 44,7164.1M $0.06 %0.01 %as of Feb 28, 2026 ↗
Avanza Global Avanza Fonder AB 44,42232.6M SEK0.08 %0.01 %as of Mar 31, 2026 ↗
JNL/BlackRock Global Allocation Fund JNL Series Trust 44,3573.4M $0.14 %0.01 %as of Mar 31, 2026 ↗
Nationwide U.S. 130/30 Equity Portfolio Nationwide Mutual Funds 43,9203.4M $0.92 %0.01 %as of Apr 30, 2026 ↗
Swedbank Robur Access USA Swedbank Robur Fonder AB 43,70132.1M SEK0.11 %0.01 %as of Mar 31, 2026 ↗
MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III 43,1343.3M $0.56 %0.01 %as of Mar 31, 2026 ↗
Invesco Bloomberg Pricing Power ETF Invesco Exchange-Traded Self-Indexed Fund Trust 43,0874M $2.03 %0.01 %as of Feb 28, 2026 ↗
American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS 42,9683.3M $0.11 %0.01 %as of Apr 30, 2026 ↗
Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB 42,94231.5M SEK0.07 %0.01 %as of Mar 31, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 42,4703.3M $0.05 %0.01 %as of Mar 31, 2026 ↗
CAPITAL GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 42,2503.3M $0.14 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Mid-Cap ETF iShares Trust 42,0903.3M $0.21 %0.01 %as of Apr 30, 2026 ↗
NYLIM VP MFS Investors Trust Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 41,9193.2M $0.75 %0.01 %as of Mar 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 41,5733.2M $0.03 %0.01 %as of Apr 30, 2026 ↗
iShares Morningstar Mid-Cap Value ETF iShares Trust 41,0023.2M $0.31 %0.01 %as of Apr 30, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 40,1243.1M $0.05 %0.01 %as of Mar 31, 2026 ↗
PRIMECAP Odyssey Stock Fund PRIMECAP Odyssey Funds 39,6813.1M $0.07 %0.01 %as of Apr 30, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT CO 39,4893.1M $0.10 %0.01 %as of Apr 30, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 38,8283M $0.09 %0.01 %as of Mar 31, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 38,5153M $0.05 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon Industrials Sector Fund JNL Series Trust 38,2272.9M $0.52 %0.01 %as of Mar 31, 2026 ↗
EQUITY INDEX FUND GuideStone Funds 37,6382.9M $0.05 %0.01 %as of Mar 31, 2026 ↗
Timothy Plan High Dividend Stock ETF Timothy Plan 37,4182.9M $0.85 %0.01 %as of Mar 31, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 37,3712.9M $0.05 %0.01 %as of Mar 31, 2026 ↗
VIP Dynamic Capital Appreciation Portfolio Variable Insurance Products Fund III 36,9002.8M $1.02 %0.01 %as of Mar 31, 2026 ↗
LVIP BlackRock Global Allocation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 36,5672.8M $0.14 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 35,2313.3M $0.20 %0.01 %as of Feb 28, 2026 ↗
SIMT Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 35,2012.7M $0.19 %0.01 %as of Mar 31, 2026 ↗
ALPS | OShares U.S. Quality Dividend ETF ALPS ETF TRUST 33,6923.1M $0.39 %0.01 %as of Feb 28, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 32,4963M $0.06 %0.01 %as of Feb 28, 2026 ↗
Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB 32,47323.8M SEK0.06 %0.01 %as of Mar 31, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 32,4352.5M $0.05 %0.01 %as of Apr 30, 2026 ↗
Scharf Global Opportunity ETF Advisors Series Trust 32,2222.5M $1.67 %0.01 %as of Mar 31, 2026 ↗
Gotham Absolute Return Fund FundVantage Trust 31,9982.5M $0.23 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World ETF iShares, Inc. 31,6502.9M $0.04 %0.01 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 31,6242.9M $0.05 %0.01 %as of Feb 28, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 31,2412.4M $0.24 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 30,9992.9M $0.04 %0.01 %as of Feb 28, 2026 ↗
SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 30,9002.9M $0.21 %0.01 %as of Feb 28, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 30,6272.8M $0.18 %0.01 %as of Feb 28, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 30,1342.3M $0.16 %0.01 %as of Mar 31, 2026 ↗
Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds 30,0812.3M $0.05 %0.01 %as of Apr 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 29,8612.8M $0.06 %0.01 %as of Feb 28, 2026 ↗
Davidson Multi-Cap Equity Fund Advisors Series Trust 29,5852.3M $1.81 %0.01 %as of Mar 31, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 29,5852.3M $0.05 %0.01 %as of Mar 31, 2026 ↗
Invesco MSCI North America Climate ETF Invesco Exchange-Traded Fund Trust II 29,0852.7M $0.22 %0.01 %as of Feb 28, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 28,9402.2M $0.05 %0.01 %as of Mar 31, 2026 ↗
Impax Global Infrastructure ETF IMPAX FUNDS SERIES TRUST I 28,8362.2M $2.08 %0.01 %as of Mar 31, 2026 ↗
NVIT Jacobs Levy Large Cap Core Fund Nationwide Variable Insurance Trust 28,6982.2M $0.97 %0.01 %as of Mar 31, 2026 ↗
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 28,2862.6M $0.06 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 28,0832.6M $0.12 %0.01 %as of Feb 28, 2026 ↗
JNL/T. Rowe Price Capital Appreciation Equity Fund JNL Series Trust 27,7032.1M $0.24 %0.01 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 27,6742.1M $0.02 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 27,6652.6M $0.06 %0.01 %as of Feb 28, 2026 ↗
Voya VACS Index Series S Portfolio Voya Investors Trust 27,3892.1M $0.05 %0.01 %as of Mar 31, 2026 ↗
Invesco V.I. Main Street Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 26,8102.1M $0.42 %0.01 %as of Mar 31, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 26,2932M $0.03 %0.01 %as of Apr 30, 2026 ↗
Dunham Large Cap Value Fund Dunham Funds 26,0182M $0.96 %0.01 %as of Apr 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 25,8262M $0.04 %0.01 %as of Apr 30, 2026 ↗
SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 25,8202.4M $0.37 %0.01 %as of Feb 28, 2026 ↗
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 25,7722M $0.02 %0.01 %as of Apr 30, 2026 ↗
U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 25,4862M $0.08 %0.01 %as of Apr 30, 2026 ↗
AQR Long-Short Equity Fund AQR Funds 25,2201.9M $0.02 %0.01 %as of Mar 31, 2026 ↗
Sp Funds S&p 500 Sharia Industry Exclusions ETF Tidal Trust I 25,1782.3M $0.11 %0.01 %as of Feb 28, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 24,8992.3M $0.02 %0.01 %as of Feb 28, 2026 ↗
Invesco Bloomberg Analyst Rating Improvers ETF Invesco Exchange-Traded Fund Trust 24,6201.9M $1.70 %0.01 %as of Apr 30, 2026 ↗
SA U.S. Value Fund SA FUNDS INVESTMENT TRUST 23,6951.8M $0.32 %0.01 %as of Mar 31, 2026 ↗
Xtrackers S&P 500 Scored & Screened ETF DBX ETF Trust 23,1312.1M $0.09 %0.01 %as of Feb 27, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 22,8591.8M $0.25 %0.01 %as of Mar 31, 2026 ↗
Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS 22,3991.7M $0.05 %0.01 %as of Mar 31, 2026 ↗
MFS Investors Trust Series MFS VARIABLE INSURANCE TRUST 22,3401.7M $0.75 %0.01 %as of Mar 31, 2026 ↗
iShares Core Dividend ETF iShares Trust 22,0061.7M $0.13 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust 21,9941.7M $0.05 %0.01 %as of Mar 31, 2026 ↗
SEB USA Exposure SEB Funds AB 21,61515.9M SEK0.06 %0.01 %as of Mar 31, 2026 ↗
Global Atlantic BlackRock Disciplined Core Portfolio Forethought Variable Insurance Trust 21,5361.7M $0.27 %0.01 %as of Mar 31, 2026 ↗
SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST 21,1731.6M $0.05 %0.01 %as of Apr 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Scharf ETF Advisors Series Trust 3.58 %as of Mar 31, 2026 ↗
GESIURIS MULTIGESTIÓN, FI GESIURIS MULTIGESTIÓN - TRAIL INVEST GESIURIS ASSET MANAGEMENT, SGIIC, S.A. 3.23 %as of Dec 31, 2025 ↗
VanEck Morningstar Wide Moat Value ETF VanEck ETF Trust 3.03 %as of Mar 31, 2026 ↗
AB Global Core Equity Portfolio AB CAP FUND, INC. 2.94 %as of Mar 31, 2026 ↗
SANTALUCIA QUALITY ACCIONES, FI SANTA LUCIA ASSET MANAGEMENT, SGIIC, S.A. 2.91 %as of Dec 31, 2025 ↗
Guinness Atkinson Dividend Builder ETF GUINNESS ATKINSON FUNDS 2.60 %as of Mar 31, 2026 ↗
Pictet - SmartCity Pictet Asset Management (Europe) S.A. 2.54 %as of Sep 30, 2025 ↗
Scharf Multi-Asset Opportunity Fund Advisors Series Trust 2.50 %as of Mar 31, 2026 ↗
GLOBAL FRANCHISE PORTFOLIO MORGAN STANLEY INSTITUTIONAL FUND INC 2.48 %as of Mar 31, 2026 ↗
VY(R) MORGAN STANLEY GLOBAL FRANCHISE PORTFOLIO Voya Investors Trust 2.47 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2714+26130,591,025+5.4 %
2026Q1688-26123,876,474-1.3 %
2025Q4714-17125,567,862-0.8 %
2025Q3731+15126,598,839-3.1 %
2025Q2716-4130,637,854-2.1 %
2025Q1720-38133,490,679-2.5 %
2024Q4758-34136,953,838+1.1 %
2024Q3792-15135,466,912+4.8 %
2024Q2807+19129,305,899-5.5 %
2024Q1788-21136,793,108+1.1 %
2023Q4809135,308,139

Institutional managers

1,222 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.32,220,8402.5B $as of Mar 31, 2026
STATE STREET CORP16,201,5031.2B $as of Mar 31, 2026
MORGAN STANLEY12,959,312998.9M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC12,451,330964M $as of Mar 31, 2026
FRANKLIN RESOURCES INC11,520,956888M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/8,839,030681.3K $as of Mar 31, 2026
FMR LLC7,979,132615M $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/7,600,270597.7M $as of Mar 31, 2026
Mitsubishi UFJ Asset Management Co., Ltd.5,892,021454.2M $as of Mar 31, 2026
Fiera Capital Corp4,866,896375.1M $as of Mar 31, 2026
PineStone Asset Management Inc.4,493,882346.4M $as of Mar 31, 2026
BLS CAPITAL FONDSMAEGLERSELSKAB A/S4,388,045338.2M $as of Mar 31, 2026
NORTHERN TRUST CORP4,057,905312.8M $as of Mar 31, 2026
Invesco Ltd.3,970,129306M $as of Mar 31, 2026
VAN ECK ASSOCIATES CORP3,968,097305.9K $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.3,825,492334.2M $as of Mar 31, 2026
JPMORGAN CHASE & CO3,755,316286.6M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP3,521,461271.4M $as of Mar 31, 2026
D. E. Shaw & Co., Inc.3,454,928266.3M $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC3,310,369255.2M $as of Mar 31, 2026
CANADA PENSION PLAN INVESTMENT BOARD3,260,413251.3M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC2,951,603227.5M $as of Mar 31, 2026
Capital Research Global Investors2,872,894221.4M $as of Mar 31, 2026
CIBC Bancorp USA Inc.2,864,227220.8M $as of Mar 31, 2026
Bank of New York Mellon Corp2,848,482219.6M $as of Mar 31, 2026

Declared shareholders of Otis Worldwide Corp

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Capital Management 7.48 %29,111,846as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 5.08 %19,749,088as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Otis Worldwide Corp

175 funds declare 350 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD TOTAL BOND MARKET II INDEX FUND795M $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND765.2M $as of Mar 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND357.5M $as of Feb 28, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND255.6M $as of Apr 30, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND249.7M $as of Feb 28, 2026
PGIM Total Return Bond Fund140.6M $as of Apr 30, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND230.1M $as of Apr 30, 2026
iShares Core U.S. Aggregate Bond ETF722.8M $as of Feb 28, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF320.7M $as of Feb 28, 2026
VANGUARD SHORT-TERM BOND INDEX FUND319.6M $as of Mar 31, 2026
Fidelity U.S. Bond Index Fund215.9M $as of Feb 28, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF315.7M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND210.6M $as of Mar 31, 2026
iShares Broad USD Investment Grade Corporate Bond ETF79.8M $as of Feb 28, 2026
Invesco BulletShares 2030 Corporate Bond ETF19M $as of Feb 28, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF28.3M $as of Feb 28, 2026
MOA CORE BOND FUND17.9M $as of Mar 31, 2026
Fidelity Series Bond Index Fund57.9M $as of Feb 28, 2026
THE HARTFORD BALANCED INCOME FUND17.6M $as of Apr 30, 2026
State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF27.4M $as of Mar 31, 2026
iShares iBonds Dec 2030 Term Corporate ETF17.3M $as of Apr 30, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF46.6M $as of Mar 31, 2026
Invesco BulletShares 2028 Corporate Bond ETF16.3M $as of Feb 28, 2026
iShares iBonds Dec 2028 Term Corporate ETF15.5M $as of Apr 30, 2026
Schwab 5-10 Year Corporate Bond ETF25.3M $as of Mar 31, 2026
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Titelia. "Fund shareholders of Otis Worldwide Corp". https://titelia.com/en/stocks/otis-worldwide-corp-US68902V1070