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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 112,713 | $10.1M | 0.04% | +1,280+1.1% | Added |
| United Capital Financial Advisers, LLC | 112,983 | $10.1M | 0.08% | −6,798−5.7% | Reduced |
| Meyer Handelman Co | 113,592 | $10.2M | 0.40% | +2,450+2.2% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $10.3M | 0.11% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 115,776 | $10.4M | 0.03% | +7,557+7.0% | Added |
| Arizona State Retirement System | 115,843 | $10.4M | 0.08% | −1,140−1.0% | Reduced |
| SG Americas Securities, LLC | 115,993 | $10.4M | 0.11% | +74,030+176.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 117,127 | $10.5M | 0.12% | −2,004−1.7% | Reduced |
| Bank of Nova Scotia | 120,905 | $10.8M | 0.02% | +24,595+25.5% | Added |
| Prospector Partners LLC | 121,415 | $10.9M | 1.37% | 00.0% | Unchanged |
| DnB Asset Management AS | 122,515 | $11.0M | 0.06% | +2,847+2.4% | Added |
| LPL Financial LLC | 124,552 | $11.1M | 0.01% | +7,460+6.4% | Added |
| Nisa Investment Advisors, LLC | 125,293 | $11.2M | 0.08% | −491−0.4% | Reduced |
| MAI Capital Management | 125,609 | $11.2M | 0.15% | −2,568−2.0% | Reduced |
| Andra AP-fonden | 133,334 | $11.9M | 0.63% | −26,100−16.4% | Reduced |
| Assenagon Asset Management S.A. | 135,428 | $12.1M | 0.04% | +30,530+29.1% | Added |
| Vident Advisory, LLC | 141,390 | $12.7M | 0.32% | +136,739+2,940.0% | Added |
| CIBC Asset Management Inc | 144,536 | $12.9M | 0.05% | +32,886+29.5% | Added |
| Nomura Asset Management Co Ltd | 145,812 | $13.0M | 0.05% | +2,361+1.6% | Added |
| DekaBank Deutsche Girozentrale | 146,545 | $13.1M | 0.03% | +24,748+20.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 147,509 | $13.2M | 1.79% | +1,417+1.0% | Added |
| Creative Planning | 149,383 | $13.4M | 0.02% | +5,873+4.1% | Added |
| Commonwealth Equity Services, LLC | 151,352 | $13.5M | 0.02% | −3,424−2.2% | Reduced |
| Canada Pension Plan Investment Board | 153,580 | $13.7M | 0.02% | −73,100−32.2% | Reduced |
| M&T Bank Corp | 154,191 | $13.8M | 0.05% | −3,399−2.2% | Reduced |
| Natixis Advisors, L.P. | 154,629 | $13.8M | 0.04% | +12,083+8.5% | Added |
| Copeland Capital Management, LLC | 156,117 | $14.0M | 0.28% | −3,571−2.2% | Reduced |
| AQR Capital Management LLC | 156,911 | $14.0M | 0.03% | −64,844−29.2% | Reduced |
| TD Asset Management Inc | 158,256 | $14.2M | 0.01% | +11,664+8.0% | Added |
| Asset Management One Co.,Ltd. | 160,745 | $14.4M | 0.06% | −3,321−2.0% | Reduced |
| AXA S.A. | 162,443 | $14.5M | 0.05% | −12,552−7.2% | Reduced |
| APG Asset Management N.V. | 179,446 | $14.5M | 0.03% | +10,882+6.5% | Added |
| Franklin Resources Inc | 164,639 | $14.7M | 0.01% | −17,220−9.5% | Reduced |
| National Bank of Canada | 170,041 | $15.0M | 0.03% | −120,431−41.5% | Reduced |
| PGGM Investments | 170,081 | $15.2M | 0.23% | −1,586−0.9% | Reduced |
| Citadel Advisors LLC | 170,271 | $15.2M | 0.02% | +98,853+138.4% | Added |
| Banco Santander, S.A. | 171,256 | $15.3M | 0.18% | +13,711+8.7% | Added |
| Carnegie Capital Asset Management, LLC | 171,880 | $15.4M | 0.53% | +346+0.2% | Added |
| Storebrand Asset Management AS | 176,697 | $15.8M | 0.06% | +19,181+12.2% | Added |
| Korea Investment CORP | 179,012 | $16.0M | 0.04% | −158,061−46.9% | Reduced |
| Public Employees Retirement System of Ohio | 179,499 | $16.1M | 0.06% | +3,188+1.8% | Added |
| Royal London Asset Management Ltd | 180,701 | $16.2M | 0.05% | +2,715+1.5% | Added |
| Trexquant Investment LP | 181,581 | $16.2M | 0.37% | +104,595+135.9% | Added |
| Treasurer of the State of North Carolina | 183,461 | $16.4M | 0.08% | +1,790+1.0% | Added |
| Illinois Municipal Retirement Fund | 185,300 | $16.6M | 0.28% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 188,972 | $16.9M | 0.24% | +188,972 | New |
| Mn Services Vermogensbeheer B.V. | 192,800 | $17.3M | 0.16% | −7,300−3.6% | Reduced |
| Standard Life Aberdeen plc | 197,807 | $17.7M | 0.04% | +72,329+57.6% | Added |
| Raymond James & Associates | 198,108 | $17.7M | 0.01% | −22,691−10.3% | Reduced |
| SEI Investments Co | 202,837 | $18.1M | 0.03% | −36,916−15.4% | Reduced |
| Jane Street Group, LLC | 207,285 | $18.5M | 0.02% | +73,545+55.0% | Added |
| Brown Advisory Inc | 208,387 | $18.6M | 0.03% | −56,213−21.2% | Reduced |
| CI Private Wealth, LLC | 208,884 | $18.7M | 0.03% | −10,862−4.9% | Reduced |
| Degroof Petercam Asset Management | 210,553 | $18.8M | 0.25% | +210,553 | New |
| B. Metzler seel. Sohn & Co. AG | 211,161 | $18.9M | 0.24% | −58,693−21.7% | Reduced |
| Davidson Investment Advisors | 211,794 | $18.9M | 1.09% | +3,990+1.9% | Added |
| Swedbank AB | 212,917 | $19.0M | 0.03% | +1,000+0.5% | Added |
| Factory Mutual Insurance Co | 217,300 | $19.4M | 0.24% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 222,461 | $19.9M | 0.07% | −2,099−0.9% | Reduced |
| J. Stern & Co. LLP | 225,188 | $19.9M | 3.63% | +225,188 | New |
| US Bancorp | 225,753 | $20.2M | 0.03% | −6,366−2.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 230,000 | $20.6M | 0.07% | −2,819−1.2% | Reduced |
| Man Group plc | 230,018 | $20.6M | 0.06% | – | – |
| Handelsbanken Fonder AB | 232,094 | $20.8M | 0.10% | +98,486+73.7% | Added |
| Nippon Life Global Investors Americas, Inc. | 232,155 | $20.8M | 1.16% | +26,030+12.6% | Added |
| Toronto Dominion Bank | 234,512 | $21.0M | 0.03% | +26,149+12.5% | Added |
| Robeco Institutional Asset Management B.V. | 239,781 | $21.5M | 0.05% | −16,755−6.5% | Reduced |
| Equitable Trust Co | 246,488 | $22.1M | 1.66% | −5,199−2.1% | Reduced |
| Border to Coast Pensions Partnership Ltd | 260,719 | $23.3M | 0.57% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 272,553 | $24.4M | 0.04% | +117,703+76.0% | Added |
| Banque Pictet & Cie SA | 279,527 | $25.0M | 0.28% | −46,074−14.2% | Reduced |
| Quintet Private Bank (Europe) S.A. | 282,506 | $25.3M | 1.57% | +49,329+21.2% | Added |
| Candriam Luxembourg S.C.A. | 285,010 | $25.5M | 0.18% | −36,698−11.4% | Reduced |
| Prio Wealth Limited Partnership | 286,989 | $25.7M | 0.88% | +1,369+0.5% | Added |
| Ameriprise Financial Inc | 286,991 | $25.7M | 0.01% | −22,856−7.4% | Reduced |
| Millennium Management LLC | 298,246 | $26.7M | 0.03% | −331,487−52.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 300,208 | $26.9M | 0.27% | −2,670−0.9% | Reduced |
| Welch & Forbes LLC | 302,034 | $27.0M | 0.41% | −3,785−1.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 311,864 | $27.9M | 0.07% | +8,971+3.0% | Added |
| Ofi Invest Asset Management | 351,844 | $28.5M | 0.96% | −3,447−1.0% | Reduced |
| Victory Capital Management Inc | 319,864 | $28.6M | 0.03% | −40,112−11.1% | Reduced |
| Nissay Asset Management Corp | 324,928 | $29.1M | 0.23% | +39,154+13.7% | Added |
| Prudential Financial Inc | 331,801 | $29.4M | 0.04% | −57,360−14.7% | Reduced |
| First Trust Advisors LP | 333,240 | $29.8M | 0.03% | −66,142−16.6% | Reduced |
| Clean Energy Transition LLP | 339,075 | $30.3M | 3.01% | +339,075 | New |
| HM Payson & Co | 342,868 | $30.7M | 0.64% | −515,829−60.1% | Reduced |
| New York State Teachers Retirement System | 377,680 | $33.8M | 0.08% | −47,271−11.1% | Reduced |
| Bahl & Gaynor Inc | 382,036 | $34.2M | 0.21% | −4,426−1.1% | Reduced |
| Nordea Investment Management AB | 387,312 | $34.7M | 0.04% | +16,787+4.5% | Added |
| Impax Asset Management Group plc | 402,391 | $36.0M | 0.14% | −1,804−0.4% | Reduced |
| New York State Common Retirement Fund | 405,994 | $36.3M | 0.05% | −44,142−9.8% | Reduced |
| Rathbone Brothers plc | 414,582 | $37.1M | 0.24% | +3,066+0.7% | Added |
| KBC Group NV | 417,945 | $37.4M | 0.13% | +16,760+4.2% | Added |
| Bank of Montreal | 448,247 | $40.4M | 0.02% | +102,606+29.7% | Added |
| Citigroup Inc | 460,268 | $41.2M | 0.05% | +8,696+1.9% | Added |
| Principal Financial Group Inc | 466,407 | $41.7M | 0.03% | −11,508−2.4% | Reduced |
| Comgest Global Investors S.A.S. | 468,817 | $41.9M | 0.63% | +56,876+13.8% | Added |
| State Board of Administration of Florida Retirement System | 472,920 | $42.3M | 0.09% | −6,061−1.3% | Reduced |
| The PNC Financial Services Group, Inc. | 476,650 | $42.6M | 0.03% | −16,709−3.4% | Reduced |
| Pensioenfonds Rail & Ov | 498,185 | $44.6M | 2.57% | 00.0% | Unchanged |