← Every company
Funds Holding Otis Worldwide Corp
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Otis Worldwide Corp, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of OTIS →Funds holding
196
as of 2026-07-31
Reported value
$2.4B
summed across funds
Fund families
91
named trusts
Largest conviction
2.48%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| AMG River Road Mid Cap Value FundAMG Funds IV138.8K sh$10M | 2.48% |
| Invesco Bloomberg Analyst Rating Improvers ETFInvesco Exchange-Traded Fund Trust31.8K sh$2.3M | 1.93% |
| NYLIM PineStone U.S. Equity FundNYLIM FUNDS TRUST98.1K sh$7.1M | 1.85% |
| NYLIM PineStone Global Equity FundNYLIM FUNDS TRUST10.3K sh$738.4K | 1.67% |
| Invesco Zacks Mid-Cap ETFInvesco Exchange-Traded Fund Trust35.8K sh$2.6M | 1.36% |
| Invesco S&P 500 Equal Weight Industrials ETFInvesco Exchange-Traded Fund Trust185.7K sh$13.4M | 1.22% |
| MarketDesk Focused U.S. Dividend ETFEA Series Trust7.9K sh$571.4K | 0.97% |
| Fidelity Dividend Growth FundFidelity Securities Fund1.6M sh$115M | 0.97% |
| Fidelity Capital Appreciation FundFidelity Capital Trust1M sh$74.4M | 0.95% |
| THE HARTFORD DIVIDEND AND GROWTH FUNDHARTFORD MUTUAL FUNDS, INC2.5M sh$176.6M | 0.94% |
| Putnam Large Cap Value FundPutnam Large Cap Value Fund6.5M sh$467.4M | 0.84% |
| Victory Income Stock FundVictory Portfolios III313.8K sh$22.6M | 0.79% |
| MFS Global Growth FundMFS Series Trust VIII83.1K sh$6M | 0.73% |
| SA MFS Massachusetts Investors Trust PortfolioSUNAMERICA SERIES TRUST49.7K sh$3.6M | 0.61% |
| Putnam Core Equity FundPutnam Funds Trust531.7K sh$38.3M | 0.61% |
| First Trust Horizon Managed Volatility Domestic ETFFirst Trust Exchange-Traded Fund III6K sh$432.4K | 0.59% |
| Fidelity Fundamental Large Cap Core ETFFidelity Covington Trust97.6K sh$7M | 0.58% |
| Hypatia Women CEO ETFTwo Roads Shared Trust786 sh$56.6K | 0.57% |
| LG QRAFT AI-Powered U.S. Large Cap Core ETFExchange Listed Funds Trust172 sh$12.4K | 0.56% |
| Pacer US Cash Cows 100 ETFPacer Funds Trust1.3M sh$95.2M | 0.51% |
| BBH Select Large Cap ETFBBH Trust36.9K sh$2.7M | 0.50% |
| Eventide Large Cap Value ETFStrategy Shares917 sh$66K | 0.46% |
| Putnam U.S. Research FundPutnam Investment Funds51.9K sh$3.7M | 0.46% |
| Fidelity Growth and Income PortfolioFidelity Securities Fund920.7K sh$66.2M | 0.44% |
| Calamos Antetokounmpo Global Sustainable Equities ETFCalamos ETF Trust1.1K sh$81.2K | 0.43% |
| Hartford Alpha Capture Value ETFHartford Funds Exchange-Traded Trust10.5K sh$755K | 0.42% |
| Victory Growth & Income FundVictory Portfolios III131.2K sh$9.4M | 0.41% |
| INDUSTRIALS ULTRASECTOR PROFUNDProFunds706 sh$50.8K | 0.40% |
| Fidelity MSCI Industrials Index ETFFIDELITY COVINGTON TRUST127.3K sh$9.2M | 0.40% |
| Dunham Large Cap Value FundDunham Funds12.6K sh$907.2K | 0.39% |
| Transamerica Large Value OpportunitiesTRANSAMERICA FUNDS12.7K sh$915.2K | 0.39% |
| Fidelity Large Cap Stock FundFidelity Concord Street Trust571.7K sh$41.1M | 0.39% |
| Fidelity Large Cap Stock K6 FundFidelity Concord Street Trust9.8K sh$702.7K | 0.38% |
| Fidelity Mid Cap Value K6 FundFidelity Devonshire Trust12.1K sh$872.8K | 0.37% |
| Direxion Daily Industrials Bull 3X SharesDirexion Shares ETF Trust2.8K sh$204K | 0.36% |
| Fidelity Mid Cap Value FundFidelity Devonshire Trust119.2K sh$8.6M | 0.36% |
| iShares U.S. Industrials ETFiShares Trust89.1K sh$6.4M | 0.33% |
| Fidelity Quality Factor ETFFidelity Covington Trust63.9K sh$4.6M | 0.33% |
| Tax-Managed Value PortfolioTax-Managed Value Portfolio56.5K sh$4.1M | 0.32% |
| Victory Value FundVictory Portfolios III64.9K sh$4.7M | 0.31% |
| Columbia Research Enhanced Value ETFColumbia ETF Trust I14K sh$1M | 0.30% |
| George Putnam Balanced FundGeorge Putnam Balanced Fund99.5K sh$7.2M | 0.30% |
| Invenomic FundNORTHERN LIGHTS FUND TRUST II35K sh$2.5M | 0.29% |
| Columbia U.S. Equity Income ETFColumbia ETF Trust I12.3K sh$886.1K | 0.29% |
| Fidelity Value FundFidelity Capital Trust403.3K sh$29M | 0.28% |
| Fidelity Advisor Value FundFidelity Advisor Series I15.4K sh$1.1M | 0.28% |
| Fidelity SAI U.S. Quality Index FundFidelity Salem Street Trust1.3M sh$96.9M | 0.27% |
| Federated Hermes MDT Large Cap Value FundFederated Hermes Adviser Series101.6K sh$7.3M | 0.26% |
| iShares Morningstar Mid-Cap Value ETFiShares Trust40.2K sh$2.9M | 0.25% |
| Innovator Equity Managed 10 Buffer ETFInnovator ETFs Trust1.4K sh$100.3K | 0.22% |
| Eventide US Market ETFStrategy Shares5.4K sh$390.3K | 0.21% |
| Columbia Research Enhanced Core ETFColumbia ETF Trust I167K sh$12M | 0.21% |
| Fidelity Mid Cap Index FundFidelity Salem Street Trust1.5M sh$104.7M | 0.20% |
| Hartford Multifactor US Equity ETFLattice Strategies Trust19.7K sh$1.4M | 0.20% |
| Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST77.7K sh$5.6M | 0.20% |
| Invesco S&P 500 Equal Weight ETFInvesco Exchange-Traded Fund Trust2.7M sh$192.4M | 0.20% |
| iShares Russell Mid-Cap Index FundBlackRock Funds71.2K sh$5.1M | 0.20% |
| Fidelity SAI U.S. Low Volatility Index FundFidelity Salem Street Trust654.2K sh$47.1M | 0.20% |
| iShares Morningstar Mid-Cap ETFiShares Trust44K sh$3.2M | 0.19% |
| iShares MSCI USA Size Factor ETFiShares Trust11.2K sh$806.2K | 0.19% |
| Hartford US Quality Growth ETFLattice Strategies Trust1.3K sh$91.7K | 0.19% |
| Morningstar Global Income FundMorningstar Funds Trust3.2K sh$232.6K | 0.16% |
| iShares Disciplined Volatility Equity Active ETFBlackRock ETF Trust37K sh$2.7M | 0.15% |
| iShares Core Dividend Growth ETFiShares Trust889.1K sh$64M | 0.15% |
| Morningstar Alternatives FundMorningstar Funds Trust5.2K NC$376.7K | 0.15% |
| Invesco S&P 500 Equal Weight Income Advantage ETFInvesco Actively Managed Exchange-Traded Fund Trust21K sh$1.5M | 0.15% |
| iShares Core Dividend ETFiShares Trust34.3K sh$2.5M | 0.14% |
| Nationwide Large Cap Equity PortfolioNationwide Mutual Funds46.9K sh$3.4M | 0.13% |
| iShares Morningstar Mid-Cap Growth ETFiShares Trust70.6K sh$5.1M | 0.13% |
| Fidelity MSCI North American Subset Index ETFFidelity Covington Trust21.3K sh$1.5M | 0.13% |
| Morningstar U.S. Equity FundMorningstar Funds Trust33.1K sh$2.4M | 0.12% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS1.5M sh$111.2M | 0.11% |
| Multi-Asset Strategy FundRUSSELL INVESTMENT CO9K sh$649.1K | 0.11% |
| Manzil Russell Halal USA Broad Market ETFEA Series Trust336 sh$24.2K | 0.10% |
| Franklin U.S. Core Equity (IU) FundFranklin Fund Allocator Series16.7K sh$1.2M | 0.10% |
| Pacer WealthShield ETFPacer Funds Trust332 sh$23.9K | 0.10% |
| Multi-Manager Directional Alternative Strategies FundCOLUMBIA FUNDS SERIES TRUST I4.4K sh$317.7K | 0.10% |
| BlackRock Global Allocation Fund, Inc.BlackRock Global Allocation Fund, Inc.224.4K sh$16.1M | 0.09% |
| SA Large Cap Value Index PortfolioSUNAMERICA SERIES TRUST9.2K sh$661.4K | 0.09% |
| US Vegan Climate ETFETF Series Solutions2.3K sh$165.4K | 0.09% |
| LARGE-CAP VALUE PROFUNDProFunds68 sh$4.9K | 0.09% |
| American Mutual FundAmerican Mutual Fund1.5M sh$108.7M | 0.09% |
| FlexShares STOXX US ESG Select Index FundFlexShares Trust1.6K sh$116.6K | 0.09% |
| Invesco MSCI Global Climate 500 ETFInvesco Exchange-Traded Fund Trust II18.7K sh$1.3M | 0.09% |
| NYLIM Candriam U.S. Large Cap Equity ETFNYLIM ETF Trust3.8K sh$272.5K | 0.08% |
| Multi-Strategy Income FundRUSSELL INVESTMENT CO3.3K sh$239.9K | 0.08% |
| Intech S&P Large Cap Diversified Alpha ETFTidal Trust III1.6K sh$112.8K | 0.08% |
| SA T. Rowe Price Allocation Moderately Aggressive PortfolioSUNAMERICA SERIES TRUST8.6K sh$621.9K | 0.08% |
| Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust129.7K sh$9.3M | 0.07% |
| Fidelity Large Cap Value Index FundFidelity Salem Street Trust151.8K sh$10.9M | 0.07% |
| Nuveen Large Cap Value Index FundTIAA-CREF Funds140.6K sh$10.1M | 0.07% |
| Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST11.8K sh$851.1K | 0.07% |
| SA T. Rowe Price VCP Balanced PortfolioSUNAMERICA SERIES TRUST13.2K sh$952.8K | 0.07% |
| iShares Low Carbon Optimized MSCI ACWI ETFiShares Trust10.5K sh$757.6K | 0.07% |
| FlexShares STOXX Global ESG Select Index FundFlexShares Trust931 sh$67K | 0.06% |
| U.S. Large Cap Equity PortfolioDFA INVESTMENT DIMENSIONS GROUP INC22.4K sh$1.6M | 0.06% |
| PRIMECAP Odyssey Stock FundPRIMECAP Odyssey Funds36.2K sh$2.6M | 0.06% |
| Global X S&P 500 Catholic Values ETFGLOBAL X FUNDS9.9K sh$712.4K | 0.05% |
| THE U.S. LARGE CAP VALUE SERIESDFA INVESTMENT TRUST CO231K sh$16.6M | 0.05% |
| Morningstar Global Opportunistic Equity FundMorningstar Funds Trust3.3K sh$238.2K | 0.05% |
| Tax-Managed U.S. Large Cap FundRUSSELL INVESTMENT CO94K sh$6.8M | 0.05% |
| Steward Values Enhanced Large Cap FundSteward Funds Inc2.4K sh$173.3K | 0.05% |
| iShares Morningstar Value ETFiShares Trust9.8K sh$702.2K | 0.05% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust16.5K sh$1.2M | 0.05% |
| T. Rowe Price Global Allocation FundT. ROWE PRICE GLOBAL ALLOCATION FUND, INC.6.1K sh$438.9K | 0.05% |
| E*TRADE No Fee Large Cap Index FundE Trade Trust932 sh$67.1K | 0.05% |
| Global X S&P 500 Tail Risk ETFGLOBAL X FUNDS32 sh$2.3K | 0.05% |
| Global X S&P 500 Christian Values ETFGLOBAL X FUNDS53 sh$3.8K | 0.05% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC257K sh$18.5M | 0.05% |
| Catholic Responsible Investments Equity Index FundCatholic Responsible Investments Funds30K sh$2.2M | 0.05% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC266.9K sh$19.2M | 0.05% |
| Global X S&P 500 Collar 95-110 ETFGLOBAL X FUNDS23 sh$1.7K | 0.05% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC54.3K sh$3.9M | 0.05% |
| Global X S&P 500 Covered Call & Growth ETFGLOBAL X FUNDS393 sh$28.3K | 0.04% |
| Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST79.8K sh$5.7M | 0.04% |
| Invesco S&P 500 BuyWrite ETFInvesco Exchange-Traded Fund Trust2.2K sh$155.5K | 0.04% |
| Pacer Trendpilot US Large Cap ETFPacer Funds Trust19.7K sh$1.4M | 0.04% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III2.2K sh$157.2K | 0.04% |
| SA Large Cap Index PortfolioSUNAMERICA SERIES TRUST19.7K sh$1.4M | 0.04% |
| JPMORGAN BETABUILDERS U.S. EQUITY ETFJ.P. Morgan Exchange-Traded Fund Trust52.9K sh$3.8M | 0.04% |
| Fidelity SAI U.S. Large Cap Index FundFidelity Salem Street Trust112.2K sh$8.1M | 0.04% |
| Schwab S&P 500 Index FundSCHWAB CAPITAL TRUST858.5K sh$61.8M | 0.04% |
| iShares Morningstar U.S. Equity ETFiShares Trust7.6K sh$543.4K | 0.04% |
| BNY Mellon US Large Cap Core Equity ETFBNY Mellon ETF Trust32.5K sh$2.3M | 0.04% |
| U.S. LARGE COMPANY PORTFOLIODIMENSIONAL INVESTMENT GROUP INC85K sh$6.1M | 0.04% |
| LargeCap S&P 500 Index FundPrincipal Funds, Inc79.1K sh$5.7M | 0.04% |
| Global X S&P 500 Covered Call ETFGLOBAL X FUNDS19.2K sh$1.4M | 0.04% |
| TCW Transform 500 ETFTCW ETF Trust6.5K sh$466.7K | 0.04% |
| NYLIM S&P 500 Index FundNYLIM FUNDS TRUST12.6K sh$906.6K | 0.04% |
| Calamos Hedged Equity FundCALAMOS INVESTMENT TRUST/IL5.1K sh$368.4K | 0.04% |
| Fidelity ZERO Large Cap Index FundFidelity Concord Street Trust109.6K sh$7.9M | 0.04% |
| Victory 500 Index FundVictory Portfolios III89.9K sh$6.5M | 0.04% |
| Nationwide S&P 500 Index FundNationwide Mutual Funds10.7K sh$766.8K | 0.04% |
| Nuveen S&P 500 Index FundTIAA-CREF Funds79.4K sh$5.7M | 0.04% |
| BNY Mellon S&P 500 Index FundBNY MELLON INDEX FUNDS, INC.15.6K sh$1.1M | 0.04% |
| BNY Mellon Institutional S&P 500 Stock Index FundBNY Mellon Investment Funds IV, Inc.7.7K sh$553.4K | 0.04% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust70.8K sh$5.1M | 0.04% |
| Vox Populi ETFAdvisors Series Trust33 sh$2.4K | 0.04% |
| Federated Hermes Max-Cap Index FundFederated Hermes Index Trust1.6K sh$115.4K | 0.04% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust117.6K sh$8.5M | 0.04% |
| iShares Dow Jones U.S. ETFiShares Trust16.5K sh$1.2M | 0.04% |
| JLens 500 Jewish Advocacy U.S. ETFEA Series Trust1.5K sh$108.5K | 0.04% |
| Nationwide BNY Mellon Dynamic U.S. Core FundNationwide Mutual Funds8.9K sh$641.5K | 0.04% |
| Schwab 1000 Index FundSCHWAB INVESTMENTS122.6K sh$8.8M | 0.04% |
| Wilmington Large-Cap Strategy FundWilmington Funds3.4K sh$242.8K | 0.04% |
| Direxion Daily S&P 500 Bull 2X SharesDirexion Shares ETF Trust1.4K sh$104.2K | 0.04% |
| Global X S&P 500 Risk Managed Income ETFGLOBAL X FUNDS272 sh$19.6K | 0.04% |
| Pacer Metaurus US Large Cap Dividend Multiplier 400 ETFPacer Funds Trust9.2K sh$664.5K | 0.04% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust17.9K sh$1.3M | 0.04% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds25.4K sh$1.8M | 0.04% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust208.7K sh$15M | 0.04% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC13.1K sh$943.2K | 0.04% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST231.7K sh$16.7M | 0.04% |
| Invesco S&P 500 Downside Hedged ETFInvesco Actively Managed Exchange-Traded Fund Trust332 sh$23.9K | 0.04% |
| E*TRADE No Fee Total Market Index FundE Trade Trust568 sh$40.9K | 0.04% |
| Nuveen Equity Index FundTIAA-CREF Funds301.1K sh$21.7M | 0.04% |
| Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust48.5K sh$3.5M | 0.04% |
| Direxion HCM Tactical Enhanced US ETFDirexion Shares ETF Trust2.7K sh$192K | 0.03% |
| JPMorgan Managed Futures Plus ETFJ.P. Morgan Exchange-Traded Fund Trust154 sh$11.1K | 0.03% |
| ULTRABULL PROFUNDProFunds827 sh$59.5K | 0.03% |
| iShares MSCI Kokusai ETFiShares Trust1.1K sh$80.9K | 0.03% |
| AMT Diversified Equity FundADVISER MANAGED TRUST1.8K sh$128.6K | 0.03% |
| Direxion Daily S&P 500 Bull 3X SharesDirexion Shares ETF Trust30K sh$2.2M | 0.03% |
| American Conservative Values ETFETF Opportunities Trust676 sh$48.6K | 0.03% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust204.3K sh$14.7M | 0.03% |
| iShares Morningstar Growth ETFiShares Trust13.1K sh$943.6K | 0.03% |
| iShares Enhanced Large Cap Core Active ETFBlackRock ETF Trust48 sh$3.5K | 0.03% |
| iShares MSCI ACWI ETFiShares Trust116.2K sh$8.4M | 0.03% |
| Fidelity Series Sustainable U.S. Market FundFidelity Summer Street Trust246 sh$17.7K | 0.03% |
| Multifactor U.S. Equity FundRUSSELL INVESTMENT CO989 sh$71.2K | 0.03% |
| MidCap Value Fund IPrincipal Funds, Inc8.6K sh$621.8K | 0.03% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust7.6K sh$545.7K | 0.02% |
| BULL PROFUNDProFunds181 sh$13K | 0.02% |
| Calamos Market Neutral Income FundCALAMOS INVESTMENT TRUST/IL63K sh$4.5M | 0.02% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS329.8K sh$23.7M | 0.02% |
| Innovator Equity Premium Income - Daily PutWrite ETFInnovator ETFs Trust52 sh$3.7K | 0.02% |
| NPF Core Equity ETFElevation Series Trust2K sh$141.8K | 0.02% |
| BlackRock Tactical Opportunities FundBlackRock Funds17.7K sh$1.3M | 0.02% |
| Dimensional US Large Cap Core Equity Market ETFDimensional ETF Trust4.5K sh$321K | 0.02% |
| Hartford Schroders Diversified Opportunities FundHARTFORD MUTUAL FUNDS II, INC478 sh$34.4K | 0.02% |
| MFS Global Alternative Strategy FundMFS Series Trust XV552 sh$39.7K | 0.02% |
| Dimensional VA U.S. Large Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC2.2K sh$156.4K | 0.02% |
| Global Equity FundRUSSELL INVESTMENT CO9.3K sh$670.8K | 0.02% |
| BlackRock Dynamic High Income PortfolioBlackRock Funds II3.8K sh$275.8K | 0.02% |
| BlackRock Multi-Asset Income PortfolioBlackRock Funds II22.6K sh$1.6M | 0.02% |
| iShares Dynamic Short-Term Active ETFBlackRock ETF Trust268 sh$19.3K | 0.01% |
| THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds2.6K sh$189.1K | 0.01% |
| THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds3.2K sh$227.7K | 0.01% |
| SA Schroders VCP Global Allocation PortfolioSUNAMERICA SERIES TRUST171 sh$12.3K | 0.00% |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds2.1K sh$153.6K | 0.00% |
| THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds1.1K sh$79.9K | 0.00% |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds300 sh$21.6K | 0.00% |
| iShares U.S. Thematic Rotation Active ETFBlackRock ETF Trust10 sh$719.5 | 0.00% |
| Neuberger Long Short FundNEUBERGER BERMAN ALTERNATIVE FUNDS-88.4K sh-$6.4M | -0.09% |
| SEG Partners Long/Short Equity FundSEG Partners Long/Short Equity Fund-10.9K sh-$783.5K | -0.51% |
| JPMorgan Research Market Neutral FundJPMorgan Trust I-51.1K sh-$3.7M | -1.00% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on OTIS
Company overviewEverything on OTIS in one place, with the price.SEC filingsWhat OTIS's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat OTIS's own officers and directors buy and sell.Executive payWhat OTIS awarded its chief executive, and what it became.Who owns itEvery manager reporting a position in OTIS.Federal contractsWhat federal agencies pay OTIS.