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
Lysa Global Equity Broad Lysa Fonder AB 10,9168M SEK0.04 %0.00 %as of Mar 31, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 10,889839.3K $0.08 %0.00 %as of Mar 31, 2026 ↗
Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust 10,780830.9K $0.05 %0.00 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 10,769830.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. AI Enhanced Value Fund WisdomTree Trust 10,539812.3K $0.22 %0.00 %as of Mar 31, 2026 ↗
Hartford Alpha Capture Value ETF Hartford Funds Exchange-Traded Trust 10,500817.7K $0.47 %0.00 %as of Apr 30, 2026 ↗
SFT Index 500 Fund Securian Funds Trust 10,497809.1K $0.05 %0.00 %as of Mar 31, 2026 ↗
VanEck Morningstar Wide Moat Fund VanEck Funds 10,474807.3K $2.40 %0.00 %as of Mar 31, 2026 ↗
AQR Alternative Risk Premia Fund AQR Funds 10,423803.4K $0.17 %0.00 %as of Mar 31, 2026 ↗
Global Equity Fund RUSSELL INVESTMENT CO 10,409810.7K $0.02 %0.00 %as of Apr 30, 2026 ↗
PSF Global Portfolio Prudential Series Fund 10,267791.4K $0.08 %0.00 %as of Mar 31, 2026 ↗
NYLI PineStone Global Equity Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 10,262799.2K $1.85 %0.00 %as of Apr 30, 2026 ↗
Gotham Enhanced 500 ETF Tidal Trust I 10,211787.1K $0.13 %0.00 %as of Mar 31, 2026 ↗
iShares Low Carbon Optimized MSCI ACWI ETF iShares Trust 10,184793.1K $0.07 %0.00 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 10,115779.7K $0.10 %0.00 %as of Mar 31, 2026 ↗
ActivePassive U.S. Equity ETF Trust for Professional Managers 9,989924.6K $0.04 %0.00 %as of Feb 28, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,905763.5K $0.05 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS 9,750759.3K $0.06 %0.00 %as of Apr 30, 2026 ↗
Hedged Equity Portfolio PACIFIC SELECT FUND 9,703747.9K $0.16 %0.00 %as of Mar 31, 2026 ↗
Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST 9,673745.6K $0.05 %0.00 %as of Mar 31, 2026 ↗
AVIP AB Relative Value Portfolio AuguStar Variable Insurance Products Fund Inc 9,655744.2K $0.60 %0.00 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust 9,649743.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 9,598739.8K $0.04 %0.00 %as of Mar 31, 2026 ↗
Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds 9,545743.4K $0.05 %0.00 %as of Apr 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 9,510733K $0.05 %0.00 %as of Mar 31, 2026 ↗
SA Large Cap Value Index Portfolio SUNAMERICA SERIES TRUST 9,488738.9K $0.11 %0.00 %as of Apr 30, 2026 ↗
SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST 9,483877.7K $0.05 %0.00 %as of Feb 28, 2026 ↗
Lannebo Marknad Global Lannebo Kapitalförvaltning AB 9,4276.9M SEK0.05 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P 500(R) ESG ETF SPDR SERIES TRUST 9,393724K $0.08 %0.00 %as of Mar 31, 2026 ↗
Allspring Index Fund ALLSPRING FUNDS TRUST 9,288715.9K $0.05 %0.00 %as of Mar 31, 2026 ↗
Putnam VT Research Fund Putnam Variable Trust 9,235711.8K $0.59 %0.00 %as of Mar 31, 2026 ↗
GuideMark Large Cap Core Fund GPS Funds I 9,219710.6K $0.10 %0.00 %as of Mar 31, 2026 ↗
PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund 9,201709.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 9,133704K $0.01 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Growth ETF iShares Trust 9,077706.9K $0.02 %0.00 %as of Apr 30, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 9,000693.7K $0.23 %0.00 %as of Mar 31, 2026 ↗
Fidelity Large Cap Stock K6 Fund Fidelity Concord Street Trust 8,966698.3K $0.40 %0.00 %as of Apr 30, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 8,965691K $0.24 %0.00 %as of Mar 31, 2026 ↗
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust 8,862690.2K $0.04 %0.00 %as of Apr 30, 2026 ↗
Gateway Equity Call Premium Fund Gateway Trust 8,812679.2K $0.24 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 8,667675K $0.01 %0.00 %as of Apr 30, 2026 ↗
LVIP American Century Disciplined Core Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,566660.3K $0.27 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Global Managed Beta Fund GOLDMAN SACHS TRUST 8,527789.3K $0.02 %0.00 %as of Feb 28, 2026 ↗
BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. 8,428656.4K $0.05 %0.00 %as of Apr 30, 2026 ↗
Multi-Asset Strategy Fund RUSSELL INVESTMENT CO 8,428656.4K $0.11 %0.00 %as of Apr 30, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 8,055627.3K $0.15 %0.00 %as of Apr 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 8,008623.7K $0.03 %0.00 %as of Apr 30, 2026 ↗
Income Equity Fund Northern Funds 7,938611.9K $0.22 %0.00 %as of Mar 31, 2026 ↗
1290 SmartBeta Equity Fund 1290 Funds 7,848611.2K $0.22 %0.00 %as of Apr 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 7,806601.7K $0.05 %0.00 %as of Mar 31, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 7,781599.8K $0.10 %0.00 %as of Mar 31, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 7,693712.1K $0.17 %0.00 %as of Feb 28, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 7,677597.9K $0.07 %0.00 %as of Apr 30, 2026 ↗
AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc 7,630588.1K $0.05 %0.00 %as of Mar 31, 2026 ↗
Systematic Core Fund VALIC Co I 7,605703.9K $0.10 %0.00 %as of Feb 28, 2026 ↗
iShares Morningstar U.S. Equity ETF iShares Trust 7,552588.1K $0.05 %0.00 %as of Apr 30, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 7,526580.1K $0.05 %0.00 %as of Mar 31, 2026 ↗
Penn Series Large Cap Growth Fund Penn Series Funds Inc 7,486577K $0.91 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 7,440579.4K $0.02 %0.00 %as of Apr 30, 2026 ↗
WisdomTree U.S. Efficient Core Fund WisdomTree Trust 7,408571K $0.05 %0.00 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 7,385569.2K $0.05 %0.00 %as of Mar 31, 2026 ↗
Value Equity Index Fund GuideStone Funds 7,299562.6K $0.11 %0.00 %as of Mar 31, 2026 ↗
Guardian Diversified Research VIP Fund Guardian Variable Products Trust 7,179553.4K $0.60 %0.00 %as of Mar 31, 2026 ↗
SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST 7,090546.5K $0.05 %0.00 %as of Mar 31, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 7,076545.4K $0.09 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 High Income ETF ProShares Trust 6,954643.7K $0.05 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price Global Allocation Fund T. ROWE PRICE GLOBAL ALLOCATION FUND, INC. 6,805530K $0.06 %0.00 %as of Apr 30, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 6,717517.7K $0.07 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 6,703516.7K $0.28 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust 6,611611.9K $0.04 %0.00 %as of Feb 28, 2026 ↗
Horizon Defined Risk Fund Horizon Funds 6,551606.4K $0.06 %0.00 %as of Feb 28, 2026 ↗
Guardian Growth & Income VIP Fund Guardian Variable Products Trust 6,511501.9K $0.55 %0.00 %as of Mar 31, 2026 ↗
TCW Transform 500 ETF TCW ETF Trust 6,465503.5K $0.05 %0.00 %as of Apr 30, 2026 ↗
SPP Generation 70-tal Storebrand Asset Management AS 6,4554.7M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Large-Cap Core Fund Prudential Investment Portfolios 9 6,400498.4K $0.05 %0.00 %as of Apr 30, 2026 ↗
EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust 6,377491.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST 6,369589.5K $0.02 %0.00 %as of Feb 28, 2026 ↗
Lysa Global Equity Focus Lysa Fonder AB 6,3524.7M SEK0.08 %0.00 %as of Mar 31, 2026 ↗
Skandia Nordamerika Exponering Skandia Fonder AB 6,1784.5M SEK0.05 %0.00 %as of Mar 31, 2026 ↗
First Trust Horizon Managed Volatility Domestic ETF First Trust Exchange-Traded Fund III 6,177481.1K $0.66 %0.00 %as of Apr 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 6,169475.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. LargeCap Fund WisdomTree Trust 6,091469.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 5,854451.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
Gotham Enhanced Return Fund FundVantage Trust 5,826449.1K $0.11 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 5,777449.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 5,664436.6K $0.05 %0.00 %as of Mar 31, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 5,642434.9K $0.07 %0.00 %as of Mar 31, 2026 ↗
JNL/T. Rowe Price Balanced Fund JNL Series Trust 5,600431.6K $0.08 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 5,523511.2K $0.04 %0.00 %as of Feb 28, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 5,511429.2K $0.02 %0.00 %as of Apr 30, 2026 ↗
Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust 5,452420.2K $0.19 %0.00 %as of Mar 31, 2026 ↗
Penn Series Index 500 Fund Penn Series Funds Inc 5,401416.3K $0.05 %0.00 %as of Mar 31, 2026 ↗
JNL/Morningstar U.S. Sustainability Index Fund JNL Series Trust 5,400416.2K $0.11 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,390415.5K $0.05 %0.00 %as of Mar 31, 2026 ↗
Calamos Hedged Equity Fund CALAMOS INVESTMENT TRUST/IL 5,377418.8K $0.05 %0.00 %as of Apr 30, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 5,376418.7K $0.02 %0.00 %as of Apr 30, 2026 ↗
DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 5,367413.7K $0.05 %0.00 %as of Mar 31, 2026 ↗
Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust 5,354495.6K $0.06 %0.00 %as of Feb 28, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 5,330410.8K $0.05 %0.00 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust 5,160477.6K $0.19 %0.00 %as of Feb 28, 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