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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 515,484 | $46.1M | 0.02% | +31,664+6.5% | Added |
| Renaissance Technologies LLC | 523,300 | $46.8M | 0.07% | +155,600+42.3% | Added |
| Ensign Peak Advisors, Inc | 527,096 | $47.2M | 0.09% | +34,606+7.0% | Added |
| Artisan Partners Limited Partnership | 572,392 | $51.2M | 0.08% | −2,335−0.4% | Reduced |
| Wells Fargo & Company | 626,857 | $56.1M | 0.02% | +4,979+0.8% | Added |
| Voya Investment Management LLC | 639,164 | $57.2M | 0.06% | −87,757−12.1% | Reduced |
| California State Teachers Retirement System | 647,051 | $57.9M | 0.08% | +4,753+0.7% | Added |
| Railway Pension Investments Ltd | 652,800 | $58.4M | 0.60% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 662,065 | $59.2M | 0.16% | +1,473+0.2% | Added |
| Great West Life Assurance Co | 670,588 | $59.7M | 0.13% | +90,165+15.5% | Added |
| UBS Group AG | 678,021 | $60.7M | 0.02% | −20,034−2.9% | Reduced |
| HSBC Holdings PLC | 702,517 | $62.9M | 0.06% | +143,812+25.7% | Added |
| Pinebridge Investments, L.P. | 724,613 | $64.8M | 0.60% | +8,281+1.2% | Added |
| California Public Employees Retirement System | 753,463 | $67.4M | 0.05% | −37,650−4.8% | Reduced |
| American Century Companies Inc | 767,141 | $68.6M | 0.05% | −11,557−1.5% | Reduced |
| Qube Research & Technologies Ltd | 768,106 | $68.7M | 0.16% | −213,468−21.7% | Reduced |
| Voloridge Investment Management, LLC | 798,901 | $71.5M | 0.28% | +333,661+71.7% | Added |
| Rhumbline Advisers | 819,729 | $73.3M | 0.08% | −13,751−1.6% | Reduced |
| Neuberger Berman Group LLC | 834,447 | $74.7M | 0.07% | −73,018−8.0% | Reduced |
| Royal Bank of Canada | 859,964 | $76.9M | 0.02% | −347,163−28.8% | Reduced |
| HighTower Advisors, LLC | 875,345 | $78.3M | 0.13% | +26,699+3.1% | Added |
| Squarepoint Ops LLC | 925,793 | $82.8M | 0.34% | +487,711+111.3% | Added |
| Gates Capital Management, Inc. | 927,039 | $82.9M | 2.75% | −338,798−26.8% | Reduced |
| Barclays PLC | 927,684 | $83.0M | 0.04% | −29,604−3.1% | Reduced |
| Macquarie Group Ltd | 927,997 | $83.0M | 0.10% | −45,264−4.7% | Reduced |
| Manufacturers Life Insurance Company, The | 950,981 | $85.1M | 0.05% | −135,783−12.5% | Reduced |
| Fayez Sarofim & Co | 944,635 | $86.0M | 0.26% | −1,221−0.1% | Reduced |
| Aviva PLC | 983,082 | $88.0M | 0.32% | +175,217+21.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,000,033 | $89.5M | 0.07% | −19,003−1.9% | Reduced |
| Nuveen Asset Management, LLC | 1,011,783 | $90.5M | 0.03% | −359,032−26.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,012,719 | $90.6M | 0.09% | −391,723−27.9% | Reduced |
| Lazard Freres Gestion S.A.S. | 1,054,039 | $91.7M | 2.64% | +2,250+0.2% | Added |
| National Pension Service | 1,052,750 | $94.2M | 0.13% | +32,445+3.2% | Added |
| Fisher Asset Management, LLC | 1,096,107 | $98.1M | 0.05% | −6,727−0.6% | Reduced |
| Amundi | 1,264,970 | $109.9M | 0.05% | +169,468+15.5% | Added |
| Russell Investments Group, Ltd. | 1,261,599 | $112.9M | 0.20% | −27,400−2.1% | Reduced |
| Swiss National Bank | 1,287,943 | $115.2M | 0.08% | −41,500−3.1% | Reduced |
| Jennison Associates LLC | 1,356,265 | $121.3M | 0.09% | +137,085+11.2% | Added |
| Clearbridge Investments, LLC | 1,359,683 | $121.7M | 0.10% | −29,100−2.1% | Reduced |
| Schroder Investment Management Group | 1,390,388 | $124.4M | 0.16% | −523,686−27.4% | Reduced |
| Deutsche Bank AG | 1,425,219 | $127.5M | 0.07% | +20,244+1.4% | Added |
| Pictet Asset Management Holding SA | 1,461,387 | $130.8M | 0.14% | −59,315−3.9% | Reduced |
| Ako Capital LLP | 1,471,409 | $131.6M | 1.87% | −736,011−33.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,603,564 | $143.5M | 0.72% | +48,264+3.1% | Added |
| Parnassus Investments | 1,651,732 | $147.8M | 0.33% | −665,195−28.7% | Reduced |
| Fundsmith Investment Services Ltd. | 1,693,969 | $151.6M | 2.19% | +9,861+0.6% | Added |
| Guinness Asset Management LTD | 1,787,847 | $160.0M | 3.50% | +1,421+0.1% | Added |
| Primecap Management Co | 1,882,741 | $168.4M | 0.13% | +183,700+10.8% | Added |
| Lazard Asset Management LLC | 1,942,756 | $173.8M | 0.22% | −479,347−19.8% | Reduced |
| Credit Suisse AG | 1,968,141 | $176.1M | 0.17% | −162,787−7.6% | Reduced |
| State of Wisconsin Investment Board | 2,096,614 | $187.6M | 0.53% | +86,592+4.3% | Added |
| London Co of Virginia | 2,156,548 | $192.9M | 1.09% | +37,180+1.8% | Added |
| Charles Schwab Investment Management Inc | 2,173,904 | $194.5M | 0.05% | +41,361+1.9% | Added |
| USS Investment Management Ltd | 2,193,260 | $196.3M | 1.77% | +781,077+55.3% | Added |
| Goldman Sachs Group Inc | 2,226,931 | $199.2M | 0.04% | +227,116+11.4% | Added |
| Omers Administration Corp | 2,324,016 | $207.9M | 2.62% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 2,352,730 | $210.5M | 0.79% | −132,262−5.3% | Reduced |
| Putnam Investments LLC | 2,409,345 | $215.6M | 0.28% | +403,215+20.1% | Added |
| Dimensional Fund Advisors LP | 2,428,999 | $217.3M | 0.06% | −339,694−12.3% | Reduced |
| Menora Mivtachim Holdings Ltd. | 2,460,836 | $220.2M | 1.85% | +220,500+9.8% | Added |
| Price T Rowe Associates Inc | 2,651,156 | $237.2M | 0.03% | −581,555−18.0% | Reduced |
| FMR LLC | 2,874,686 | $257.2M | 0.02% | −837,165−22.6% | Reduced |
| Sarasin & Partners LLP | 2,923,073 | $261.5M | 2.88% | −23,715−0.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,064,434 | $268.6M | 0.47% | −245,421−7.4% | Reduced |
| Legal & General Group Plc | 3,024,223 | $270.6M | 0.08% | −2,271−0.1% | Reduced |
| Wellington Management Group LLP | 3,028,486 | $271.0M | 0.05% | −348,775−10.3% | Reduced |
| UBS Asset Management Americas Inc | 3,131,779 | $280.2M | 0.11% | +512,906+19.6% | Added |
| Boston Partners | 3,206,752 | $286.8M | 0.38% | −1,433,316−30.9% | Reduced |
| CIBC Private Wealth Group, LLC | 3,287,939 | $294.2M | 0.62% | −92,037−2.7% | Reduced |
| StonePine Asset Management Inc. | 3,338,785 | $298.7M | 3.21% | +494,460+17.4% | Added |
| Bank of America Corp | 3,630,367 | $324.8M | 0.04% | −9,719−0.3% | Reduced |
| Invesco Ltd. | 3,686,093 | $329.8M | 0.08% | −797,439−17.8% | Reduced |
| Bank of New York Mellon Corp | 3,712,923 | $332.2M | 0.07% | −58,485−1.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,885,044 | $347.6M | 1.53% | +436,772+12.7% | Added |
| Northern Trust Corp | 4,605,064 | $412.0M | 0.07% | −56,785−1.2% | Reduced |
| Dodge & Cox | 5,026,497 | $449.7M | 0.29% | −78,100−1.5% | Reduced |
| BLS Capital Fondsmaeglerselskab A/S | 5,519,720 | $493.8M | 12.36% | +2,0790.0% | Added |
| Fundsmith LLPSuperinvestorFundsmith | 6,442,153 | $576.4M | 2.41% | −8,760−0.1% | Reduced |
| Norges Bank | 7,028,672 | $628.9M | 0.11% | +571,657+8.9% | Added |
| Massachusetts Financial Services Co | 7,486,331 | $669.8M | 0.22% | −230,311−3.0% | Reduced |
| Fiera Capital Corp | 7,558,623 | $676.3M | 2.08% | −520,898−6.4% | Reduced |
| JPMorgan Chase & Co | 8,262,675 | $739.3M | 0.08% | +722,253+9.6% | Added |
| Capital Research Global Investors | 8,811,307 | $788.3M | 0.19% | −589,688−6.3% | Reduced |
| Geode Capital Management, LLC | 10,468,126 | $936.0M | 0.10% | +102,194+1.0% | Added |
| Morgan Stanley | 12,737,362 | $1.14B | 0.10% | −175,292−1.4% | Reduced |
| State Street Corp | 15,644,435 | $1.40B | 0.07% | −24,398−0.2% | Reduced |
| Alliancebernstein L.P. | 19,212,698 | $1.72B | 0.66% | +1,318,095+7.4% | Added |
| BlackRock Inc. | 34,991,332 | $3.13B | 0.08% | −736,512−2.1% | Reduced |
| Vanguard Group Inc | 45,773,358 | $4.10B | 0.09% | +5,913,933+14.8% | Added |
| Retirement Group, LLC | 18 | – | – | 00.0% | Unchanged |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −410,985−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −326,200−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −106,785−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −67,777−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −63,178−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −26,059−100.0% | Sold out |
| Mount Capital Ltd | 0 | $0 | 0.00% | −24,180−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −22,003−100.0% | Sold out |
| Tilt Investment Management Holdings, PBC | 0 | $0 | 0.00% | −21,454−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −18,338−100.0% | Sold out |