Funds holding Otis Worldwide Corp
791 funds declare a position · 212 ETFs and 579 other funds · 10.3B $· 1.2B SEK· 14.9M € · US68902V1070
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 201 | ClearBridge Variable Dividend Strategy Portfolio Legg Mason Partners Variable Equity Trust | 57,000 | 4.4M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| 202 | Tax-Managed Value Portfolio Tax-Managed Value Portfolio | 56,500 | 4.4M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 203 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 54,344 | 4.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 204 | Transamerica JPMorgan Enhanced Index VP TRANSAMERICA SERIES TRUST | 54,249 | 4.2M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 205 | AQR Equity Market Neutral Fund AQR Funds | 53,765 | 4.1M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 206 | JPMorgan Hedged Equity 3 Fund JPMorgan Trust IV | 53,411 | 4.1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 207 | Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 53,252 | 4.9M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 208 | WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 52,068 | 4M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 209 | Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 51,845 | 4M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 210 | SA MFS Massachusetts Investors Trust Portfolio SUNAMERICA SERIES TRUST | 51,777 | 4M $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| 211 | Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 50,446 | 3.9M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 212 | VanEck Morningstar SMID Moat ETF VanEck ETF Trust | 50,256 | 3.9M $ | 1.21 % | as of Mar 31, 2026 · Original filing |
| 213 | Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 49,511 | 3.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 214 | Handelsbanken USA Index Criteria Handelsbanken Fonder AB | 49,471 | 36.3M SEK | 0.08 % | as of Mar 31, 2026 · Original filing |
| 215 | iShares Global Industrials ETF iShares Trust | 49,346 | 3.8M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 216 | JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 49,126 | 3.8M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 217 | iShares Morningstar Mid-Cap Growth ETF iShares Trust | 48,867 | 3.8M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 218 | Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 48,778 | 3.8M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 219 | T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. | 48,600 | 3.7M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 220 | Storebrand Global All Countries Storebrand Asset Management AS | 48,066 | 35.3M SEK | 0.08 % | as of Mar 31, 2026 · Original filing |
| 221 | EQ/Common Stock Index Portfolio EQ Advisors Trust | 47,374 | 3.7M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 222 | Putnam U.S. Research Fund Putnam Investment Funds | 46,830 | 3.6M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| 223 | EQ/500 Managed Volatility Portfolio EQ Advisors Trust | 46,759 | 3.6M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 224 | Invenomic Fund NORTHERN LIGHTS FUND TRUST II | 45,280 | 3.5M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| 225 | Stock Index Fund VALIC Co I | 44,716 | 4.1M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 226 | Avanza Global Avanza Fonder AB | 44,422 | 32.6M SEK | 0.08 % | as of Mar 31, 2026 · Original filing |
| 227 | JNL/BlackRock Global Allocation Fund JNL Series Trust | 44,357 | 3.4M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 228 | Nationwide U.S. 130/30 Equity Portfolio Nationwide Mutual Funds | 43,920 | 3.4M $ | 0.92 % | as of Apr 30, 2026 · Original filing |
| 229 | Swedbank Robur Access USA Swedbank Robur Fonder AB | 43,701 | 32.1M SEK | 0.11 % | as of Mar 31, 2026 · Original filing |
| 230 | MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III | 43,134 | 3.3M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| 231 | Invesco Bloomberg Pricing Power ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 43,087 | 4M $ | 2.03 % | as of Feb 28, 2026 · Original filing |
| 232 | American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS | 42,968 | 3.3M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 233 | Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB | 42,942 | 31.5M SEK | 0.07 % | as of Mar 31, 2026 · Original filing |
| 234 | Equity Index Portfolio PACIFIC SELECT FUND | 42,470 | 3.3M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 235 | CAPITAL GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 42,250 | 3.3M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 236 | iShares Morningstar Mid-Cap ETF iShares Trust | 42,090 | 3.3M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 237 | NYLIM VP MFS Investors Trust Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 41,919 | 3.2M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| 238 | Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 41,573 | 3.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 239 | iShares Morningstar Mid-Cap Value ETF iShares Trust | 41,002 | 3.2M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 240 | MOA EQUITY INDEX FUND MoA Funds Corp | 40,124 | 3.1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 241 | PRIMECAP Odyssey Stock Fund PRIMECAP Odyssey Funds | 39,681 | 3.1M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 242 | U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 39,489 | 3.1M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 243 | EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 38,828 | 3M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 244 | NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 38,515 | 3M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 245 | JNL/Mellon Industrials Sector Fund JNL Series Trust | 38,227 | 2.9M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 246 | EQUITY INDEX FUND GuideStone Funds | 37,638 | 2.9M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 247 | Timothy Plan High Dividend Stock ETF Timothy Plan | 37,418 | 2.9M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| 248 | NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust | 37,371 | 2.9M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 249 | VIP Dynamic Capital Appreciation Portfolio Variable Insurance Products Fund III | 36,900 | 2.8M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| 250 | LVIP BlackRock Global Allocation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 36,567 | 2.8M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 251 | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 35,231 | 3.3M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 252 | SIMT Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 35,201 | 2.7M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 253 | ALPS | OShares U.S. Quality Dividend ETF ALPS ETF TRUST | 33,692 | 3.1M $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| 254 | U.S. Sector Rotation Fund John Hancock Funds II | 32,496 | 3M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 255 | Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB | 32,473 | 23.8M SEK | 0.06 % | as of Mar 31, 2026 · Original filing |
| 256 | BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust | 32,435 | 2.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 257 | Scharf Global Opportunity ETF Advisors Series Trust | 32,222 | 2.5M $ | 1.67 % | as of Mar 31, 2026 · Original filing |
| 258 | Gotham Absolute Return Fund FundVantage Trust | 31,998 | 2.5M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 259 | iShares MSCI World ETF iShares, Inc. | 31,650 | 2.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 260 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 31,624 | 2.9M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 261 | Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 31,241 | 2.4M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 262 | ProShares Ultra S&P500 ProShares Trust | 30,999 | 2.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 263 | SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 30,900 | 2.9M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 264 | iShares MSCI USA Equal Weighted ETF iShares, Inc. | 30,627 | 2.8M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 265 | EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 30,134 | 2.3M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 266 | Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds | 30,081 | 2.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 267 | Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 29,861 | 2.8M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 268 | Davidson Multi-Cap Equity Fund Advisors Series Trust | 29,585 | 2.3M $ | 1.81 % | as of Mar 31, 2026 · Original filing |
| 269 | Venerable Large Cap Index Fund Venerable Variable Insurance Trust | 29,585 | 2.3M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 270 | Invesco MSCI North America Climate ETF Invesco Exchange-Traded Fund Trust II | 29,085 | 2.7M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 271 | JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 28,940 | 2.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 272 | Impax Global Infrastructure ETF IMPAX FUNDS SERIES TRUST I | 28,836 | 2.2M $ | 2.08 % | as of Mar 31, 2026 · Original filing |
| 273 | NVIT Jacobs Levy Large Cap Core Fund Nationwide Variable Insurance Trust | 28,698 | 2.2M $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| 274 | SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 28,286 | 2.6M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 275 | T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 28,083 | 2.6M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 276 | JNL/T. Rowe Price Capital Appreciation Equity Fund JNL Series Trust | 27,703 | 2.1M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 277 | VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 27,674 | 2.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 278 | Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 27,665 | 2.6M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 279 | Voya VACS Index Series S Portfolio Voya Investors Trust | 27,389 | 2.1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 280 | Invesco V.I. Main Street Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 26,810 | 2.1M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 281 | Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust | 26,293 | 2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 282 | Dunham Large Cap Value Fund Dunham Funds | 26,018 | 2M $ | 0.96 % | as of Apr 30, 2026 · Original filing |
| 283 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 25,826 | 2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 284 | SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 25,820 | 2.4M $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| 285 | BlackRock Multi-Asset Income Portfolio BlackRock Funds II | 25,772 | 2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 286 | U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 25,486 | 2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 287 | AQR Long-Short Equity Fund AQR Funds | 25,220 | 1.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 288 | Sp Funds S&p 500 Sharia Industry Exclusions ETF Tidal Trust I | 25,178 | 2.3M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 289 | Avantis U.S. Equity ETF American Century ETF Trust | 24,899 | 2.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 290 | Invesco Bloomberg Analyst Rating Improvers ETF Invesco Exchange-Traded Fund Trust | 24,620 | 1.9M $ | 1.70 % | as of Apr 30, 2026 · Original filing |
| 291 | SA U.S. Value Fund SA FUNDS INVESTMENT TRUST | 23,695 | 1.8M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 292 | Xtrackers S&P 500 Scored & Screened ETF DBX ETF Trust | 23,131 | 2.1M $ | 0.09 % | as of Feb 27, 2026 · Original filing |
| 293 | Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. | 22,859 | 1.8M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 294 | Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS | 22,399 | 1.7M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 295 | MFS Investors Trust Series MFS VARIABLE INSURANCE TRUST | 22,340 | 1.7M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| 296 | iShares Core Dividend ETF iShares Trust | 22,006 | 1.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 297 | Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust | 21,994 | 1.7M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 298 | SEB USA Exposure SEB Funds AB | 21,615 | 15.9M SEK | 0.06 % | as of Mar 31, 2026 · Original filing |
| 299 | Global Atlantic BlackRock Disciplined Core Portfolio Forethought Variable Insurance Trust | 21,536 | 1.7M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 300 | SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST | 21,173 | 1.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
Institutional managers
1222 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 32,220,840 | 2.5B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 16,201,503 | 1.2B $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 12,959,312 | 998.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 12,451,330 | 964M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 11,520,956 | 888M $ | as of Mar 31, 2026 |
| FMR LLC | 7,979,132 | 615M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 7,600,270 | 597.7M $ | as of Mar 31, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | 5,892,021 | 454.2M $ | as of Mar 31, 2026 |
| Fiera Capital Corp | 4,866,896 | 375.1M $ | as of Mar 31, 2026 |
| PineStone Asset Management Inc. | 4,493,882 | 346.4M $ | as of Mar 31, 2026 |
| BLS CAPITAL FONDSMAEGLERSELSKAB A/S | 4,388,045 | 338.2M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 3,825,492 | 334.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 4,057,905 | 312.8M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 3,970,129 | 306M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 3,755,316 | 286.6M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 3,521,461 | 271.4M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 3,454,928 | 266.3M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3,310,369 | 255.2M $ | as of Mar 31, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | 3,260,413 | 251.3M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 2,951,603 | 227.5M $ | as of Mar 31, 2026 |
| Capital Research Global Investors | 2,872,894 | 221.4M $ | as of Mar 31, 2026 |
| CIBC Bancorp USA Inc. | 2,864,227 | 220.8M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 2,848,482 | 219.6M $ | as of Mar 31, 2026 |
| Fundsmith LLP | 2,731,635 | 210.6M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 2,713,920 | 209.2M $ | as of Mar 31, 2026 |