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
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 5,075469.7K $0.11 %0.00 %as of Feb 28, 2026 ↗
Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust 5,074391.1K $0.05 %0.00 %as of Mar 31, 2026 ↗
Clearwater Core Equity Fund Clearwater Investment Trust 5,058389.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
AST Multi-Asset Diversified Portfolio Advanced Series Trust 5,000385.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 4,946381.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
Green Century Balanced Fund GREEN CENTURY FUNDS 4,910382.4K $0.10 %0.00 %as of Apr 30, 2026 ↗
Länsförsäkringar Globala Mål Index Länsförsäkringar Fondförvaltning AB 4,9013.6M SEK0.13 %0.00 %as of Mar 31, 2026 ↗
Eventide US Market ETF Strategy Shares 4,831376.2K $0.24 %0.00 %as of Apr 30, 2026 ↗
MFS Global Growth Portfolio MFS VARIABLE INSURANCE TRUST II 4,830372.3K $0.85 %0.00 %as of Mar 31, 2026 ↗
Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST 4,777368.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P 500 ETF iShares Trust 4,761367K $0.06 %0.00 %as of Mar 31, 2026 ↗
BlackRock Dynamic High Income Portfolio BlackRock Funds II 4,687365K $0.02 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 4,663431.6K $0.08 %0.00 %as of Feb 28, 2026 ↗
MML Equity Index Fund MML SERIES INVESTMENT FUND 4,367336.6K $0.05 %0.00 %as of Mar 31, 2026 ↗
Gotham 1000 Value ETF Tidal Trust I 4,277329.7K $0.15 %0.00 %as of Mar 31, 2026 ↗
ONEASCENT LARGE CAP CORE ETF Unified Series Trust 4,202388.9K $0.19 %0.00 %as of Feb 28, 2026 ↗
Parametric Hedged Equity ETF Morgan Stanley ETF Trust 4,194323.3K $0.27 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI USA Gender Diversity ETF SPDR SERIES TRUST 4,184322.5K $0.12 %0.00 %as of Mar 31, 2026 ↗
JNL/Mellon World Index Fund JNL Series Trust 4,122317.7K $0.04 %0.00 %as of Mar 31, 2026 ↗
Xtrackers Net Zero Pathway Paris Aligned US Equity ETF DBX ETF Trust 4,116381K $0.14 %0.00 %as of Feb 27, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 3,902361.2K $0.05 %0.00 %as of Feb 28, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 3,898300.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
Multi-Strategy Income Fund RUSSELL INVESTMENT CO 3,856300.3K $0.10 %0.00 %as of Apr 30, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 3,850296.8K $0.05 %0.00 %as of Mar 31, 2026 ↗
SEB Global Sustainable Companies Fund SEB Funds AB 3,8482.8M SEK0.21 %0.00 %as of Mar 31, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 3,825297.9K $0.05 %0.00 %as of Apr 30, 2026 ↗
Sit Global Dividend Growth Fund SIT MUTUAL FUNDS INC 3,785291.7K $0.49 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 3,783291.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
MFS Active Mid Cap ETF MFS Active Exchange Traded Funds Trust 3,741346.3K $1.03 %0.00 %as of Feb 28, 2026 ↗
NYLI Candriam U.S. Large Cap Equity ETF New York Life Investments ETF Trust 3,723289.9K $0.09 %0.00 %as of Apr 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 3,688284.3K $0.04 %0.00 %as of Mar 31, 2026 ↗
BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV 3,675283.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 3,674340.1K $0.05 %0.00 %as of Feb 27, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 3,665339.2K $0.03 %0.00 %as of Feb 28, 2026 ↗
Avanza USA Avanza Fonder AB 3,6642.7M SEK0.10 %0.00 %as of Mar 31, 2026 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 3,643280.8K $0.04 %0.00 %as of Mar 31, 2026 ↗
WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust 3,634336.4K $0.05 %0.00 %as of Feb 28, 2026 ↗
Invesco RAFI Strategic US ETF Invesco Exchange-Traded Self-Indexed Fund Trust 3,508324.7K $0.04 %0.00 %as of Feb 28, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 3,486268.7K $0.05 %0.00 %as of Mar 31, 2026 ↗
Lannebo Marknad USA Lannebo Kapitalförvaltning AB 3,4502.5M SEK0.06 %0.00 %as of Mar 31, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 3,447319.1K $0.14 %0.00 %as of Feb 27, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 3,416263.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
Global Multi-Strategy Fund Principal Funds, Inc 3,370311.9K $0.06 %0.00 %as of Feb 28, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 3,355258.6K $0.31 %0.00 %as of Mar 31, 2026 ↗
Morningstar Global Opportunistic Equity Fund Morningstar Funds Trust 3,311257.9K $0.06 %0.00 %as of Apr 30, 2026 ↗
AB Tax-Managed Wealth Appreciation Strategy AB PORTFOLIOS 3,272302.9K $0.03 %0.00 %as of Feb 28, 2026 ↗
Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB 3,2622.4M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
Eaton Vance All Asset Strategy Fund Eaton Vance Growth Trust 3,249300.7K $0.13 %0.00 %as of Feb 28, 2026 ↗
American Century U.S. Quality Value ETF American Century ETF Trust 3,203296.5K $0.08 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 3,200246.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. 3,166244K $0.11 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 3,134244.1K $0.01 %0.00 %as of Apr 30, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 3,082237.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Amplify AI Powered Equity ETF Amplify ETF Trust 3,061235.9K $0.22 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 80-tal Storebrand Asset Management AS 2,9952.2M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 2,955227.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 50-tal Storebrand Asset Management AS 2,8872.1M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Gotham Neutral Fund FundVantage Trust 2,860220.4K $0.20 %0.00 %as of Mar 31, 2026 ↗
Invesco ESG S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 2,823261.3K $0.55 %0.00 %as of Feb 28, 2026 ↗
BlackRock Global Allocation Portfolio BlackRock Series Fund, Inc. 2,802216K $0.14 %0.00 %as of Mar 31, 2026 ↗
Gotham Index Plus Fund FundVantage Trust 2,769213.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB 2,7382M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily Industrials Bull 3X Shares Direxion Shares ETF Trust 2,728212.5K $0.39 %0.00 %as of Apr 30, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 2,709250.7K $0.09 %0.00 %as of Feb 28, 2026 ↗
Victory Growth and Tax Strategy Fund Victory Portfolios III 2,705250.4K $0.03 %0.00 %as of Feb 28, 2026 ↗
MAI MANAGED VOLATILITY FUND FORUM FUNDS 2,696249.5K $0.12 %0.00 %as of Feb 28, 2026 ↗
BlackRock Advantage Large Cap Core Portfolio BlackRock Series Fund, Inc. 2,689207.3K $0.10 %0.00 %as of Mar 31, 2026 ↗
U.S. Quality ESG Fund Northern Funds 2,687207.1K $0.06 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB 2,6802M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 2,648245.1K $0.04 %0.00 %as of Feb 28, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 2,623202.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage Large Cap Value V.I. Fund BlackRock Variable Series Funds, Inc. 2,491192K $0.18 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 2,473190.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 2,457189.4K $0.04 %0.00 %as of Mar 31, 2026 ↗
VanEck Morningstar Wide Moat Value ETF VanEck ETF Trust 2,448188.7K $3.03 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes MDT Large Cap Value ETF Federated Hermes ETF Trust 2,423224.3K $0.32 %0.00 %as of Feb 28, 2026 ↗
BlackRock Advantage Large Cap Core V.I. Fund BlackRock Variable Series Funds, Inc. 2,417186.3K $0.09 %0.00 %as of Mar 31, 2026 ↗
Steward Values Enhanced Large Cap Fund Steward Funds Inc 2,409187.6K $0.06 %0.00 %as of Apr 30, 2026 ↗
THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. 2,389184.1K $0.09 %0.00 %as of Mar 31, 2026 ↗
Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust 2,338180.2K $0.08 %0.00 %as of Mar 31, 2026 ↗
Pictet AI Enhanced US Equity ETF 2023 ETF Series Trust 2,325179.2K $0.35 %0.00 %as of Mar 31, 2026 ↗
Victory Cornerstone Moderately Conservative Fund Victory Portfolios III 2,305213.4K $0.11 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 2,270175K $0.03 %0.00 %as of Mar 31, 2026 ↗
US Vegan Climate ETF ETF Series Solutions 2,204171.6K $0.11 %0.00 %as of Apr 30, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 2,195169.2K $0.07 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 2,194169.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,174169.3K $0.02 %0.00 %as of Apr 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 2,166168.7K $0.05 %0.00 %as of Apr 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 2,154199.4K $0.03 %0.00 %as of Feb 28, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 2,151167.5K $0.05 %0.00 %as of Apr 30, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 2,138197.9K $0.06 %0.00 %as of Feb 28, 2026 ↗
First Trust New Constructs Core Earnings Leaders ETF First Trust Exchange-Traded Fund VI 2,112162.8K $0.25 %0.00 %as of Mar 31, 2026 ↗
First Trust Alerian U.S. NextGen Infrastructure ETF First Trust Exchange-Traded Fund II 2,097161.6K $0.80 %0.00 %as of Mar 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 2,074159.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
VanEck Morningstar Global Wide Moat ETF VanEck ETF Trust 2,044157.6K $0.95 %0.00 %as of Mar 31, 2026 ↗
NPF Core Equity ETF Elevation Series Trust 1,979154.1K $0.02 %0.00 %as of Apr 30, 2026 ↗
Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB 1,9761.5M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 1,879146.3K $0.04 %0.00 %as of Apr 30, 2026 ↗
Artisan Value Income Fund Artisan Partners Funds Inc. 1,860143.4K $1.73 %0.00 %as of Mar 31, 2026 ↗
Captor Scilla Global Equity Captor Fund Management AB 1,8341.3M SEK0.23 %0.00 %as of Mar 31, 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
Cite this page

Titelia. "Fund shareholders of Otis Worldwide Corp". https://titelia.com/en/stocks/otis-worldwide-corp-US68902V1070