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ETF Holdings Breakdown of OTIS

Stock NameOtis Worldwide Corp
TickerOTIS(USD) NYSE
TYPECommon Stock
CountryUSA
ISINUS68902V1070
LEI549300ZLBKR8VSU25153

OTIS institutional holdings

The following institutional investment holdings of OTIS have been identified

Date ETF ISIN/Name Num Shares Book value
2025-10-22 IE00B5BMR087 (iShares Core S&P 500 UCITS ETF USD (Acc)) 934,048USD 85,390,668
2025-10-22 IE00BD8KRH84 (iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)) 934,048USD 85,390,668
2025-10-22 IE00BL3J3G74 (iShares Core S&P 500 UCITS ETF MXN Hedged (Acc)) 934,048USD 85,390,668
2025-10-22 IE00B4L5Y983 (iShares Core MSCI World UCITS ETF USD (Acc)) 606,082USD 55,408,016
2025-10-22 IE00BD45YS76 (iShares Core MSCI World UCITS ETF GBP Hedged (Dist)) 606,082USD 55,408,016
2025-10-22 IE00BKBF6H24 (iShares Core MSCI World UCITS ETF) 606,082USD 55,408,016
2025-10-22 IE00BHZPJ890 (iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist)) 331,886USD 30,341,018
2025-10-22 IE0031442068 (iShares Core S&P 500 UCITS ETF USD (Dist)) 138,875USD 12,695,953
2025-10-22 IE00B6R52259 (iShares MSCI ACWI UCITS ETF) 111,235USD 10,169,104
2025-10-22 IE00019GPKX6 (iShares MSCI ACWI UCITS ETF SGD Hedged (Acc)) 111,235USD 10,169,104 -1.4%
2025-10-22 IE00BFNM3G45 (iShares MSCI USA ESG Screened UCITS ETF USD (Acc)) 121,871USD 11,141,447
2025-10-22 IE00BFNM3H51 (iShares MSCI USA ESG Screened UCITS ETF USD (Dist)) 121,871USD 11,141,447
2025-10-22 IE000G2LIHG9 (iShares MSCI USA ESG Screened UCITS ETF EUR Hedged (Acc)) 121,871USD 11,141,447
2025-10-22 IE00BMTX1Y45 (iShares S&P 500 Swap UCITS ETF USD (Acc)) 111,703USD 10,211,888
2025-10-22 IE000D3BWBR2 (iShares S&P 500 Swap UCITS ETF USD (Dist)) 111,703 200.0%USD 10,211,888 201.4%
2025-10-22 IE00B0M62Q58 (iShares MSCI World UCITS ETF USD (Dist)) 42,000USD 3,839,640
2025-10-22 IE00B3ZW0K18 (iShares S&P 500 EUR Hedged UCITS ETF (Acc)) 62,176USD 4,895,259
2025-10-22 IE00BHZPJ569 (iShares MSCI World ESG Enhanced UCITS ETF USD Acc GBP) 42,845USD 3,916,890
2025-10-22 IE00BG11HV38 (iShares MSCI World ESG Enhanced UCITS ETF USD Inc GBP) 42,845USD 3,916,890 -1.4%
2025-10-20 IE00BFNM3K80 (iShares MSCI World ESG Screened UCITS ETF USD (Dist)) 32,337USD 2,959,159 0.2%
2025-10-22 IE0003WV2ME7 (iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)) 94,995USD 8,684,443
2025-10-22 IE000MLMNYS0 (iShares S&P 500 Equal Weight UCITS ETF USD (Acc)) 94,995USD 8,684,443
2025-10-22 IE00B441G979 (iShares MSCI World EUR Hedged UCITS ETF (Acc)) 25,992USD 2,046,410
2025-10-21 IE00B52SFT06 (iShares MSCI USA UCITS ETF USD (Acc)) 16,788USD 1,556,248 1.3%
2025-10-22 IE00B14X4M10 (iShares MSCI North America UCITS ETF USD (Dist) USD) 8,373USD 765,460 -1.4%
2025-10-22 IE00BMXC7V63 (iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)) 8,957 -0.6%USD 818,849 -2.1%
2025-10-22 IE000G4PH2B1 (iShares S&P 500 Paris-Aligned Climate UCITS ETF USD Dist) 8,957 -0.6%USD 818,849 -2.1%
2025-10-22 IE00B3Y8X563 (iShares S&P 500 GBP Hedged UCITS ETF (Acc)) 9,809USD 671,438 -1.3%
2025-10-22 IE00BZ0PKT83 (iShares Edge MSCI World Multifactor UCITS ETF USD (Acc) GBP) 5,499USD 502,719 -1.4%
2025-10-22 IE00BYXPXK00 (iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)) 5,499USD 502,719
2025-10-22 IE000R9FA4A0 (iShares S&P 500 ESG UCITS ETF USD (Acc)) 7,520USD 687,478
2025-10-22 IE00BKTLJB70 (iShares Smart City Infrastructure UCITS ETF USD (Dist)) 52,070USD 4,760,239
2025-10-22 IE00BKTLJC87 (iShares Smart City Infrastructure UCITS ETF USD (Acc)) 52,070USD 4,760,239 -1.4%
2025-10-22 IE00B4LN9N13 (iShares S&P 500 Industrials Sector UCITS ETF USD (Acc)) 39,565USD 3,617,032 -1.4%
2025-10-21 IE00B42YS929 (iShares MSCI World GBP Hedged UCITS ETF (Acc)) 2,624USD 181,879 1.6%
2025-10-22 IE00BZ0PKS76 (iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)) 139USD 12,707
2025-10-22 IE00BG13YZ23 (iShares Edge MSCI USA Multifactor UCITS ETF USD (Dist)) 139USD 12,707
2025-10-22 IE0002EKOXU6 (iShares Russell 1000 Value UCITS ETF) 3,027USD 276,728
2025-10-22 IE00BJ5JP659 (iShares MSCI World Industrials Sector ESG UCITS ETF) 3,800USD 347,396
2025-10-22 IE000YNE6S57 (iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)) 72USD 6,582
2025-10-22 IE0001YGXFO5 (iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)) 72USD 6,582
2025-10-22 IE000YG82CF0 (iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)) 68USD 6,217
2025-10-22 IE000MGAVJV3 (iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)) 68USD 6,217
2025-10-22 IE000OHHIBC6 (iShares Core MSCI World UCITS ETF USD (Dist)) 606,082USD 55,408,016 -1.4%
2025-10-22 IE00BFNM3J75 (iShares MSCI World ESG Screened UCITS ETF) 32,483USD 2,969,596
Total =7,204,506 USD 657,258,379
Book value of shares is calculated on the adjusted close price of each day (row).

News associated with OTIS

Rep. Lisa C. McClain Purchases Shares of Otis Worldwide Corporation (NYSE:OTIS)
Representative Lisa C. McClain (R-Michigan) recently bought shares of Otis Worldwide Corporation (NYSE:OTIS). In a filing disclosed on September 12th, the Representative disclosed that they had bought between $1,001 and $15,000 in Otis Worldwide stock on August 4th. The trade occurred in the Representative’s “CHARLES SCHWAB BROKERAGE ACCOUNT 924” account. Representative Lisa C. McClain also […] - 2025-09-22 03:02:56
Otis Worldwide Corporation (NYSE:OTIS) Receives Average Recommendation of “Hold” from Brokerages
Otis Worldwide Corporation (NYSE:OTIS – Get Free Report) has been assigned a consensus recommendation of “Hold” from the eight brokerages that are presently covering the stock, MarketBeat reports. One analyst has rated the stock with a sell rating, five have given a hold rating and two have assigned a buy rating to the company. The […] - 2025-09-02 02:32:44
Critical Review: Otis Worldwide (NYSE:OTIS) and Mitsubishi Heavy Industries (OTCMKTS:MHVYF)
Otis Worldwide (NYSE:OTIS – Get Free Report) and Mitsubishi Heavy Industries (OTCMKTS:MHVYF – Get Free Report) are both large-cap industrials companies, but which is the better business? We will compare the two businesses based on the strength of their risk, earnings, profitability, dividends, valuation, analyst recommendations and institutional ownership. Analyst Recommendations This is a breakdown […] - 2025-08-27 05:19:09
New Age Alpha Advisors LLC Decreases Stock Position in Otis Worldwide Corporation (NYSE:OTIS)
New Age Alpha Advisors LLC trimmed its holdings in shares of Otis Worldwide Corporation (NYSE:OTIS – Free Report) by 64.3% during the 1st quarter, Holdings Channel reports. The institutional investor owned 819 shares of the company’s stock after selling 1,477 shares during the quarter. New Age Alpha Advisors LLC’s holdings in Otis Worldwide were worth […] - 2025-08-12 05:06:53
Analysts Set Otis Worldwide Corporation (NYSE:OTIS) Target Price at $102.50
Shares of Otis Worldwide Corporation (NYSE:OTIS – Get Free Report) have received a consensus rating of “Hold” from the eight brokerages that are currently covering the stock, Marketbeat reports. One analyst has rated the stock with a sell rating, five have given a hold rating and two have given a buy rating to the company. […] - 2025-08-11 03:55:00
Otis Worldwide Q2 25 Earnings Conference Call At 8:30 AM ET
(RTTNews) - Otis Worldwide Corp (OTIS) will host a conference call at 8:30 AM ET on July 23, 2025, to discuss Q2 25 earnings results. - 2025-07-23 08:30:39
Concurrent Investment Advisors LLC Boosts Stake in Otis Worldwide Corporation (NYSE:OTIS)
Concurrent Investment Advisors LLC lifted its holdings in Otis Worldwide Corporation (NYSE:OTIS – Free Report) by 80.8% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 6,581 shares of the company’s stock after acquiring an additional 2,942 shares during the quarter. Concurrent Investment Advisors […] - 2025-07-10 05:59:02
Morgan Stanley Issues Positive Forecast for Otis Worldwide (NYSE:OTIS) Stock Price
Otis Worldwide (NYSE:OTIS – Get Free Report) had its price target hoisted by stock analysts at Morgan Stanley from $97.00 to $105.00 in a research report issued to clients and investors on Tuesday,Benzinga reports. The firm currently has an “equal weight” rating on the stock. Morgan Stanley’s target price would indicate a potential upside of […] - 2025-07-10 05:23:03
Otis Worldwide Corporation (NYSE:OTIS) Position Boosted by Mutual Advisors LLC
Mutual Advisors LLC raised its holdings in shares of Otis Worldwide Corporation (NYSE:OTIS – Free Report) by 15.3% during the 1st quarter, HoldingsChannel reports. The fund owned 5,002 shares of the company’s stock after purchasing an additional 663 shares during the period. Mutual Advisors LLC’s holdings in Otis Worldwide were worth $516,000 as of its […] - 2025-07-08 06:12:47
Otis Worldwide (NYSE:OTIS) vs. Kawasaki Heavy Industries (OTCMKTS:KWHIY) Critical Comparison
Otis Worldwide (NYSE:OTIS – Get Free Report) and Kawasaki Heavy Industries (OTCMKTS:KWHIY – Get Free Report) are both large-cap industrials companies, but which is the better investment? We will compare the two businesses based on the strength of their earnings, analyst recommendations, valuation, institutional ownership, dividends, risk and profitability. Risk and Volatility Otis Worldwide has […] - 2025-07-08 02:55:00
Otis Worldwide Corporation (NYSE:OTIS) Stake Lessened by DAVENPORT & Co LLC
DAVENPORT & Co LLC trimmed its position in shares of Otis Worldwide Corporation (NYSE:OTIS – Free Report) by 10.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,722 shares of the company’s stock after selling 1,451 shares during […] - 2025-07-06 07:56:48
Otis Worldwide (NYSE:OTIS) Given New $100.00 Price Target at Wells Fargo & Company
Otis Worldwide (NYSE:OTIS – Get Free Report) had its target price increased by analysts at Wells Fargo & Company from $95.00 to $100.00 in a research report issued on Tuesday,Benzinga reports. The brokerage currently has an “equal weight” rating on the stock. Wells Fargo & Company‘s target price indicates a potential upside of 0.22% from […] - 2025-07-03 04:38:57
Perigon Wealth Management LLC Reduces Stock Holdings in Otis Worldwide Corporation (NYSE:OTIS)
Perigon Wealth Management LLC cut its position in shares of Otis Worldwide Corporation (NYSE:OTIS – Free Report) by 20.7% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 13,477 shares of the company’s stock after selling 3,528 shares during the quarter. Perigon Wealth Management LLC’s holdings in Otis Worldwide were worth $1,391,000 as of […] - 2025-06-29 06:00:57
Wealth Enhancement Advisory Services LLC Increases Stake in Otis Worldwide Corporation (NYSE:OTIS)
Wealth Enhancement Advisory Services LLC increased its position in shares of Otis Worldwide Corporation (NYSE:OTIS – Free Report) by 4.3% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 31,644 shares of the company’s stock after purchasing an additional 1,303 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in Otis Worldwide were […] - 2025-06-27 04:24:51
Flagship Harbor Advisors LLC Lowers Stake in Otis Worldwide Corporation (NYSE:OTIS)
Flagship Harbor Advisors LLC cut its stake in Otis Worldwide Corporation (NYSE:OTIS – Free Report) by 6.6% in the 1st quarter, Holdings Channel reports. The fund owned 2,974 shares of the company’s stock after selling 211 shares during the quarter. Flagship Harbor Advisors LLC’s holdings in Otis Worldwide were worth $307,000 at the end of […] - 2025-06-26 05:07:21
Otis Worldwide Corporation (NYSE:OTIS) Shares Sold by Kentucky Retirement Systems
Kentucky Retirement Systems cut its stake in Otis Worldwide Corporation (NYSE:OTIS – Free Report) by 1.0% in the first quarter, HoldingsChannel reports. The fund owned 27,250 shares of the company’s stock after selling 276 shares during the period. Kentucky Retirement Systems’ holdings in Otis Worldwide were worth $2,812,000 as of its most recent filing with […] - 2025-06-24 06:35:04
Otis Worldwide Corporation (NYSE:OTIS) Shares Sold by Retirement Systems of Alabama
Retirement Systems of Alabama decreased its position in shares of Otis Worldwide Corporation (NYSE:OTIS – Free Report) by 1.5% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 85,208 shares of the company’s stock after selling 1,279 shares during the […] - 2025-06-24 05:50:55
Blue Trust Inc. Raises Holdings in Otis Worldwide Corporation (NYSE:OTIS)
Blue Trust Inc. grew its position in shares of Otis Worldwide Corporation (NYSE:OTIS – Free Report) by 9.8% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 2,455 shares of the company’s stock after purchasing an additional 220 shares during the quarter. Blue Trust Inc.’s […] - 2025-06-24 05:03:02
Otis Worldwide Corporation (NYSE:OTIS) Shares Purchased by Johnson Investment Counsel Inc.
Johnson Investment Counsel Inc. raised its holdings in Otis Worldwide Corporation (NYSE:OTIS – Free Report) by 1.8% during the 1st quarter, Holdings Channel.com reports. The firm owned 9,095 shares of the company’s stock after acquiring an additional 160 shares during the period. Johnson Investment Counsel Inc.’s holdings in Otis Worldwide were worth $939,000 as of […] - 2025-06-22 06:06:50
Sagespring Wealth Partners LLC Takes $306,000 Position in Otis Worldwide Corporation (NYSE:OTIS)
Sagespring Wealth Partners LLC acquired a new stake in Otis Worldwide Corporation (NYSE:OTIS – Free Report) during the 1st quarter, Holdings Channel.com reports. The firm acquired 2,966 shares of the company’s stock, valued at approximately $306,000. Other institutional investors and hedge funds have also recently modified their holdings of the company. Simon Quick Advisors LLC […] - 2025-06-20 06:06:56
Otis Worldwide Co. (NYSE:OTIS) Shares Sold by Stock Yards Bank & Trust Co.
Stock Yards Bank & Trust Co. cut its position in Otis Worldwide Co. (NYSE:OTIS – Free Report) by 5.3% in the first quarter, Holdings Channel reports. The firm owned 2,253 shares of the company’s stock after selling 125 shares during the period. Stock Yards Bank & Trust Co.’s holdings in Otis Worldwide were worth $233,000 […] - 2025-06-16 09:30:44
Fifth Third Bancorp Sells 415 Shares of Otis Worldwide Co. (NYSE:OTIS)
Fifth Third Bancorp reduced its stake in shares of Otis Worldwide Co. (NYSE:OTIS – Free Report) by 2.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 15,087 shares of the company’s stock after selling 415 shares during the quarter. Fifth Third […] - 2025-06-16 06:08:50
Otis Worldwide Co. (NYSE:OTIS) Holdings Trimmed by NorthCrest Asset Manangement LLC
NorthCrest Asset Manangement LLC trimmed its position in shares of Otis Worldwide Co. (NYSE:OTIS – Free Report) by 15.4% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 3,215 shares of the company’s stock after selling 583 shares during the period. NorthCrest Asset Manangement […] - 2025-06-16 05:36:52
Park Avenue Securities LLC Has $1.42 Million Position in Otis Worldwide Co. (NYSE:OTIS)
Park Avenue Securities LLC trimmed its position in Otis Worldwide Co. (NYSE:OTIS – Free Report) by 39.8% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 13,772 shares of the company’s stock after selling 9,096 shares during the period. Park Avenue Securities LLC’s […] - 2025-06-12 05:02:52
Otis Worldwide Co. (NYSE:OTIS) Shares Sold by UMB Bank n.a.
UMB Bank n.a. lessened its position in shares of Otis Worldwide Co. (NYSE:OTIS – Free Report) by 3.1% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 4,776 shares of the company’s stock after selling 153 shares during the quarter. UMB Bank n.a.’s holdings in […] - 2025-06-11 05:12:50
Wedmont Private Capital Boosts Holdings in Otis Worldwide Co. (NYSE:OTIS)
Wedmont Private Capital increased its holdings in Otis Worldwide Co. (NYSE:OTIS – Free Report) by 18.8% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,606 shares of the company’s stock after purchasing an additional 1,206 shares during the period. […] - 2025-06-10 05:32:56
Otis Worldwide Co. (NYSE:OTIS) Shares Acquired by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC lifted its position in shares of Otis Worldwide Co. (NYSE:OTIS – Free Report) by 14.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 30,341 shares of the company’s stock after acquiring an additional 3,765 […] - 2025-06-05 05:19:09
State of Wyoming Cuts Stake in Otis Worldwide Co. (NYSE:OTIS)
State of Wyoming reduced its position in Otis Worldwide Co. (NYSE:OTIS – Free Report) by 16.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,956 shares of the company’s stock after selling 381 shares during the quarter. State of Wyoming’s holdings in […] - 2025-05-26 05:14:58
Are Wall Street Analysts Bullish on Otis Worldwide Stock?
Otis Worldwide has underperformed the broader market over the past year, and analysts are cautious about the stock’s prospects. - 2025-05-16 12:36:00
Ameriprise Financial Inc. Has $22.58 Million Stake in Otis Worldwide Co. (NYSE:OTIS)
Ameriprise Financial Inc. decreased its position in Otis Worldwide Co. (NYSE:OTIS – Free Report) by 13.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 243,856 shares of the company’s stock after selling 37,322 shares during the period. Ameriprise Financial […] - 2025-05-15 05:20:52

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