Otis Worldwide Corp
OTIS- Exchange
- NYSE
- Industry
- Electronic & Other Electrical Equipment (No Computer Equip)
- SEC CIK
- 0001781335
No open-market purchases or sales by Otis Worldwide Corp insiders were filed in the last 90 days; 1,232 institutions reported holding it in 13F filings for Q2 2026, worth $25.6B in total; Markel Group is the only superinvestor holding it.
13F holders, Q4 2023
Institutional positions in Otis Worldwide Corp as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,190
- +105 vs. Q3 2023
- Shares held
- 356.7M
- −73.8K (0.0%) vs. Q3 2023
- Total value
- $31.9B
- +$3.22B (+11.2%) vs. Q3 2023
- New holders
- 163
- 324 more added
- Sold out
- 58
- 478 more reduced
14 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OTIS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,232 | $25.6B |
| Q1 2026 | 1,245 | $26.6B |
| Q4 2025 | 1,311 | $30.9B |
| Q3 2025 | 1,253 | $31.1B |
| Q2 2025 | 1,270 | $34.8B |
| Q1 2025 | 1,248 | $36.8B |
| Q4 2024 | 1,234 | $33.7B |
| Q3 2024 | 1,200 | $37.4B |
| Q2 2024 | 1,191 | $34.1B |
| Q1 2024 | 1,202 | $34.8B |
| Q4 2023 | 1,190 | $31.9B |
| Q3 2023 | 1,099 | $28.7B |
| Q2 2023 | 1,124 | $31.9B |
| Q1 2023 | 1,101 | $30.1B |
| Q4 2022 | 1,106 | $27.8B |
| Q3 2022 | 1,045 | $22.6B |
| Q2 2022 | 1,090 | $25.0B |
| Q1 2022 | 1,147 | $27.1B |
| Q4 2021 | 1,199 | $30.9B |
| Q3 2021 | 1,145 | $29.5B |
| Q2 2021 | 1,142 | $29.4B |
| Q1 2021 | 1,134 | $25.7B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 45,773,358 | $4.10B | 0.09% | +5,913,933+14.8% | Added |
| BlackRock Inc. | 34,991,332 | $3.13B | 0.08% | −736,512−2.1% | Reduced |
| Alliancebernstein L.P. | 19,212,698 | $1.72B | 0.66% | +1,318,095+7.4% | Added |
| State Street Corp | 15,644,435 | $1.40B | 0.07% | −24,398−0.2% | Reduced |
| Morgan Stanley | 12,737,362 | $1.14B | 0.10% | −175,292−1.4% | Reduced |
| Geode Capital Management, LLC | 10,468,126 | $936.0M | 0.10% | +102,194+1.0% | Added |
| Capital Research Global Investors | 8,811,307 | $788.3M | 0.19% | −589,688−6.3% | Reduced |
| JPMorgan Chase & Co | 8,262,675 | $739.3M | 0.08% | +722,253+9.6% | Added |
| Fiera Capital Corp | 7,558,623 | $676.3M | 2.08% | −520,898−6.4% | Reduced |
| Massachusetts Financial Services Co | 7,486,331 | $669.8M | 0.22% | −230,311−3.0% | Reduced |
| Norges Bank | 7,028,672 | $628.9M | 0.11% | +571,657+8.9% | Added |
| Fundsmith LLPSuperinvestorFundsmith | 6,442,153 | $576.4M | 2.41% | −8,760−0.1% | Reduced |
| BLS Capital Fondsmaeglerselskab A/S | 5,519,720 | $493.8M | 12.36% | +2,0790.0% | Added |
| Dodge & Cox | 5,026,497 | $449.7M | 0.29% | −78,100−1.5% | Reduced |
| Northern Trust Corp | 4,605,064 | $412.0M | 0.07% | −56,785−1.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,885,044 | $347.6M | 1.53% | +436,772+12.7% | Added |
| Bank of New York Mellon Corp | 3,712,923 | $332.2M | 0.07% | −58,485−1.6% | Reduced |
| Invesco Ltd. | 3,686,093 | $329.8M | 0.08% | −797,439−17.8% | Reduced |
| Bank of America Corp | 3,630,367 | $324.8M | 0.04% | −9,719−0.3% | Reduced |
| StonePine Asset Management Inc. | 3,338,785 | $298.7M | 3.21% | +494,460+17.4% | Added |
| CIBC Private Wealth Group, LLC | 3,287,939 | $294.2M | 0.62% | −92,037−2.7% | Reduced |
| Boston Partners | 3,206,752 | $286.8M | 0.38% | −1,433,316−30.9% | Reduced |
| UBS Asset Management Americas Inc | 3,131,779 | $280.2M | 0.11% | +512,906+19.6% | Added |
| Wellington Management Group LLP | 3,028,486 | $271.0M | 0.05% | −348,775−10.3% | Reduced |
| Legal & General Group Plc | 3,024,223 | $270.6M | 0.08% | −2,271−0.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,064,434 | $268.6M | 0.47% | −245,421−7.4% | Reduced |
| Sarasin & Partners LLP | 2,923,073 | $261.5M | 2.88% | −23,715−0.8% | Reduced |
| FMR LLC | 2,874,686 | $257.2M | 0.02% | −837,165−22.6% | Reduced |
| Price T Rowe Associates Inc | 2,651,156 | $237.2M | 0.03% | −581,555−18.0% | Reduced |
| Menora Mivtachim Holdings Ltd. | 2,460,836 | $220.2M | 1.85% | +220,500+9.8% | Added |
| Dimensional Fund Advisors LP | 2,428,999 | $217.3M | 0.06% | −339,694−12.3% | Reduced |
| Putnam Investments LLC | 2,409,345 | $215.6M | 0.28% | +403,215+20.1% | Added |
| Los Angeles Capital Management LLC | 2,352,730 | $210.5M | 0.79% | −132,262−5.3% | Reduced |
| Omers Administration Corp | 2,324,016 | $207.9M | 2.62% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 2,226,931 | $199.2M | 0.04% | +227,116+11.4% | Added |
| USS Investment Management Ltd | 2,193,260 | $196.3M | 1.77% | +781,077+55.3% | Added |
| Charles Schwab Investment Management Inc | 2,173,904 | $194.5M | 0.05% | +41,361+1.9% | Added |
| London Co of Virginia | 2,156,548 | $192.9M | 1.09% | +37,180+1.8% | Added |
| State of Wisconsin Investment Board | 2,096,614 | $187.6M | 0.53% | +86,592+4.3% | Added |
| Credit Suisse AG | 1,968,141 | $176.1M | 0.17% | −162,787−7.6% | Reduced |
| Lazard Asset Management LLC | 1,942,756 | $173.8M | 0.22% | −479,347−19.8% | Reduced |
| Primecap Management Co | 1,882,741 | $168.4M | 0.13% | +183,700+10.8% | Added |
| Guinness Asset Management LTD | 1,787,847 | $160.0M | 3.50% | +1,421+0.1% | Added |
| Fundsmith Investment Services Ltd. | 1,693,969 | $151.6M | 2.19% | +9,861+0.6% | Added |
| Parnassus Investments | 1,651,732 | $147.8M | 0.33% | −665,195−28.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,603,564 | $143.5M | 0.72% | +48,264+3.1% | Added |
| Ako Capital LLP | 1,471,409 | $131.6M | 1.87% | −736,011−33.3% | Reduced |
| Pictet Asset Management Holding SA | 1,461,387 | $130.8M | 0.14% | −59,315−3.9% | Reduced |
| Deutsche Bank AG | 1,425,219 | $127.5M | 0.07% | +20,244+1.4% | Added |
| Schroder Investment Management Group | 1,390,388 | $124.4M | 0.16% | −523,686−27.4% | Reduced |
| Clearbridge Investments, LLC | 1,359,683 | $121.7M | 0.10% | −29,100−2.1% | Reduced |
| Jennison Associates LLC | 1,356,265 | $121.3M | 0.09% | +137,085+11.2% | Added |
| Swiss National Bank | 1,287,943 | $115.2M | 0.08% | −41,500−3.1% | Reduced |
| Russell Investments Group, Ltd. | 1,261,599 | $112.9M | 0.20% | −27,400−2.1% | Reduced |
| Amundi | 1,264,970 | $109.9M | 0.05% | +169,468+15.5% | Added |
| Fisher Asset Management, LLC | 1,096,107 | $98.1M | 0.05% | −6,727−0.6% | Reduced |
| National Pension Service | 1,052,750 | $94.2M | 0.13% | +32,445+3.2% | Added |
| Lazard Freres Gestion S.A.S. | 1,054,039 | $91.7M | 2.64% | +2,250+0.2% | Added |
| Arrowstreet Capital, Limited Partnership | 1,012,719 | $90.6M | 0.09% | −391,723−27.9% | Reduced |
| Nuveen Asset Management, LLC | 1,011,783 | $90.5M | 0.03% | −359,032−26.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,000,033 | $89.5M | 0.07% | −19,003−1.9% | Reduced |
| Aviva PLC | 983,082 | $88.0M | 0.32% | +175,217+21.7% | Added |
| Fayez Sarofim & Co | 944,635 | $86.0M | 0.26% | −1,221−0.1% | Reduced |
| Manufacturers Life Insurance Company, The | 950,981 | $85.1M | 0.05% | −135,783−12.5% | Reduced |
| Macquarie Group Ltd | 927,997 | $83.0M | 0.10% | −45,264−4.7% | Reduced |
| Barclays PLC | 927,684 | $83.0M | 0.04% | −29,604−3.1% | Reduced |
| Gates Capital Management, Inc. | 927,039 | $82.9M | 2.75% | −338,798−26.8% | Reduced |
| Squarepoint Ops LLC | 925,793 | $82.8M | 0.34% | +487,711+111.3% | Added |
| HighTower Advisors, LLC | 875,345 | $78.3M | 0.13% | +26,699+3.1% | Added |
| Royal Bank of Canada | 859,964 | $76.9M | 0.02% | −347,163−28.8% | Reduced |
| Neuberger Berman Group LLC | 834,447 | $74.7M | 0.07% | −73,018−8.0% | Reduced |
| Rhumbline Advisers | 819,729 | $73.3M | 0.08% | −13,751−1.6% | Reduced |
| Voloridge Investment Management, LLC | 798,901 | $71.5M | 0.28% | +333,661+71.7% | Added |
| Qube Research & Technologies Ltd | 768,106 | $68.7M | 0.16% | −213,468−21.7% | Reduced |
| American Century Companies Inc | 767,141 | $68.6M | 0.05% | −11,557−1.5% | Reduced |
| California Public Employees Retirement System | 753,463 | $67.4M | 0.05% | −37,650−4.8% | Reduced |
| Pinebridge Investments, L.P. | 724,613 | $64.8M | 0.60% | +8,281+1.2% | Added |
| HSBC Holdings PLC | 702,517 | $62.9M | 0.06% | +143,812+25.7% | Added |
| UBS Group AG | 678,021 | $60.7M | 0.02% | −20,034−2.9% | Reduced |
| Great West Life Assurance Co | 670,588 | $59.7M | 0.13% | +90,165+15.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 662,065 | $59.2M | 0.16% | +1,473+0.2% | Added |
| Railway Pension Investments Ltd | 652,800 | $58.4M | 0.60% | 00.0% | Unchanged |
| California State Teachers Retirement System | 647,051 | $57.9M | 0.08% | +4,753+0.7% | Added |
| Voya Investment Management LLC | 639,164 | $57.2M | 0.06% | −87,757−12.1% | Reduced |
| Wells Fargo & Company | 626,857 | $56.1M | 0.02% | +4,979+0.8% | Added |
| Artisan Partners Limited Partnership | 572,392 | $51.2M | 0.08% | −2,335−0.4% | Reduced |
| Ensign Peak Advisors, Inc | 527,096 | $47.2M | 0.09% | +34,606+7.0% | Added |
| Renaissance Technologies LLC | 523,300 | $46.8M | 0.07% | +155,600+42.3% | Added |
| Envestnet Asset Management Inc | 515,484 | $46.1M | 0.02% | +31,664+6.5% | Added |
| Pensioenfonds Rail & Ov | 498,185 | $44.6M | 2.57% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 476,650 | $42.6M | 0.03% | −16,709−3.4% | Reduced |
| State Board of Administration of Florida Retirement System | 472,920 | $42.3M | 0.09% | −6,061−1.3% | Reduced |
| Comgest Global Investors S.A.S. | 468,817 | $41.9M | 0.63% | +56,876+13.8% | Added |
| Principal Financial Group Inc | 466,407 | $41.7M | 0.03% | −11,508−2.4% | Reduced |
| Citigroup Inc | 460,268 | $41.2M | 0.05% | +8,696+1.9% | Added |
| Bank of Montreal | 448,247 | $40.4M | 0.02% | +102,606+29.7% | Added |
| KBC Group NV | 417,945 | $37.4M | 0.13% | +16,760+4.2% | Added |
| Rathbone Brothers plc | 414,582 | $37.1M | 0.24% | +3,066+0.7% | Added |
| New York State Common Retirement Fund | 405,994 | $36.3M | 0.05% | −44,142−9.8% | Reduced |
| Impax Asset Management Group plc | 402,391 | $36.0M | 0.14% | −1,804−0.4% | Reduced |