As of the latest SEC filings, Otis Worldwide Corp (OTIS) is held by 731 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $951,434,590.52 in market value, representing 0.05% of its portfolio.
Funds holding Otis Worldwide Corp (OTIS)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- OTIS
- CIK:
- 0001781335
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.05% | $951,434,590.52 | 12,343,469 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.05% | $761,406,954.12 | 9,878,139 | Mar 31, 2026 | May 28, 2026 |
|
VO
VANGUARD MID-CAP INDEX FUND
|
ETF | Vanguard | 0.33% | $647,072,340.20 | 8,394,815 | Mar 31, 2026 | May 28, 2026 |
|
PEYAX
Putnam Large Cap Value Fund
|
MF | Independent / Boutique | 1.00% | $501,814,873.56 | 6,443,437 | Apr 30, 2026 | Jun 24, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.06% | $459,063,537.92 | 4,959,632 | Feb 28, 2026 | Apr 24, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.05% | $385,387,898.44 | 4,999,843 | Mar 31, 2026 | May 28, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.05% | $351,086,065.16 | 4,554,827 | Mar 31, 2026 | May 28, 2026 |
|
MOAT
VanEck Morningstar Wide Moat ETF
|
ETF | Independent / Boutique | 2.40% | $278,840,060.28 | 3,617,541 | Mar 31, 2026 | May 28, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 0.12% | $277,184,304.80 | 3,596,060 | Mar 31, 2026 | May 28, 2026 |
|
HDGSX
THE HARTFORD DIVIDEND AND GROWTH FUND
|
MF | Independent / Boutique | 1.11% | $203,351,611.32 | 2,611,089 | Apr 30, 2026 | Jun 25, 2026 |
|
VMVAX
VANGUARD MID-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.56% | $194,774,299.88 | 2,526,911 | Mar 31, 2026 | May 28, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.05% | $168,836,417.40 | 2,190,405 | Mar 31, 2026 | May 28, 2026 |
|
XLI
State Street(R) Industrial Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 0.59% | $168,082,420.84 | 2,180,623 | Mar 31, 2026 | May 28, 2026 |
|
PAVLX
T. Rowe Price Value Fund, Inc.
|
MF | T. Rowe Price | 0.50% | $158,105,725.20 | 2,051,190 | Mar 31, 2026 | May 28, 2026 |
|
RSP
Invesco S&P 500 Equal Weight ETF
|
ETF | Invesco | 0.18% | $155,337,501.00 | 1,994,575 | Apr 30, 2026 | Jun 29, 2026 |
|
MEICX
MFS Value Fund
|
MF | Independent / Boutique | 0.27% | $152,110,419.76 | 1,643,371 | Feb 28, 2026 | Apr 24, 2026 |
|
VPMAX
VANGUARD PRIMECAP FUND
|
MF | Vanguard | 0.19% | $139,591,880.00 | 1,811,000 | Mar 31, 2026 | May 28, 2026 |
|
VEIPX
VANGUARD EQUITY INCOME FUND
|
MF | Vanguard | 0.21% | $129,331,915.36 | 1,677,892 | Mar 31, 2026 | May 28, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.13% | $119,770,795.32 | 1,537,889 | Apr 30, 2026 | Jun 26, 2026 |
|
CMLAX
American Mutual Fund
|
MF | Independent / Boutique | 0.10% | $117,670,839.00 | 1,510,925 | Apr 30, 2026 | Jun 26, 2026 |
|
FDGFX
Fidelity Dividend Growth Fund
|
MF | Fidelity | 1.02% | $116,726,544.00 | 1,498,800 | Apr 30, 2026 | Jun 26, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.24% | $115,031,417.12 | 1,492,364 | Mar 31, 2026 | May 28, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.22% | $112,569,465.36 | 1,445,422 | Apr 30, 2026 | Jun 26, 2026 |
|
MIGMX
MFS Massachusetts Investors Growth Stock Fund
|
MF | Independent / Boutique | 1.02% | $100,719,811.92 | 1,088,157 | Feb 28, 2026 | Apr 22, 2026 |
|
CICAX
Investment Co of America
|
MF | Independent / Boutique | 0.06% | $93,514,380.96 | 1,213,212 | Mar 31, 2026 | May 28, 2026 |
Advertisement (320x50)