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, Q1 2024
Institutional positions in Otis Worldwide Corp as of Mar 31, 2024. 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
- 1,202
- +28 vs. Q4 2023
- Shares held
- 350.3M
- −3.84M (−1.1%) vs. Q4 2023
- Total value
- $34.8B
- +$3.09B (+9.7%) vs. Q4 2023
- New holders
- 105
- 384 more added
- Sold out
- 77
- 443 more reduced
16 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 45,237,448 | $4.49B | 0.09% | −535,910−1.2% | Reduced |
| BlackRock Inc. | 34,736,141 | $3.45B | 0.08% | −255,191−0.7% | Reduced |
| Alliancebernstein L.P. | 21,589,897 | $2.14B | 0.76% | +2,377,199+12.4% | Added |
| State Street Corp | 15,734,532 | $1.56B | 0.07% | +90,097+0.6% | Added |
| Morgan Stanley | 12,972,821 | $1.29B | 0.10% | +235,459+1.8% | Added |
| JPMorgan Chase & Co | 11,155,836 | $1.11B | 0.10% | +2,893,161+35.0% | Added |
| Geode Capital Management, LLC | 10,725,518 | $1.06B | 0.10% | +257,392+2.5% | Added |
| Fiera Capital Corp | 7,620,037 | $756.4M | 2.20% | +61,414+0.8% | Added |
| Massachusetts Financial Services Co | 7,339,946 | $728.6M | 0.22% | −146,385−2.0% | Reduced |
| Norges Bank | 6,993,443 | $694.2M | 0.11% | −35,229−0.5% | Reduced |
| Fundsmith LLPSuperinvestorFundsmith | 6,295,103 | $624.9M | 2.45% | −147,050−2.3% | Reduced |
| BLS Capital Fondsmaeglerselskab A/S | 5,067,179 | $503.0M | 12.83% | −452,541−8.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,637,078 | $460.3M | 1.67% | +752,034+19.4% | Added |
| Northern Trust Corp | 4,387,481 | $435.5M | 0.08% | −217,583−4.7% | Reduced |
| Invesco Ltd. | 3,637,798 | $361.1M | 0.08% | −48,295−1.3% | Reduced |
| Bank of America Corp | 3,586,399 | $356.0M | 0.04% | −43,968−1.2% | Reduced |
| Bank of New York Mellon Corp | 3,573,711 | $354.8M | 0.07% | −139,212−3.7% | Reduced |
| Capital Research Global Investors | 3,521,581 | $349.6M | 0.08% | −5,289,726−60.0% | Reduced |
| Sarasin & Partners LLP | 3,251,612 | $322.8M | 3.18% | +328,539+11.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,191,118 | $316.8M | 0.44% | +126,684+4.1% | Added |
| CIBC Private Wealth Group, LLC | 3,202,777 | $315.7M | 0.62% | −85,162−2.6% | Reduced |
| UBS Asset Management Americas Inc | 3,163,505 | $314.0M | 0.11% | +31,726+1.0% | Added |
| Legal & General Group Plc | 3,067,303 | $304.5M | 0.09% | +43,080+1.4% | Added |
| FMR LLC | 3,036,872 | $301.5M | 0.02% | +162,186+5.6% | Added |
| Wellington Management Group LLP | 2,985,823 | $296.4M | 0.05% | −42,663−1.4% | Reduced |
| Franklin Resources Inc | 2,661,499 | $264.2M | 0.08% | +2,496,860+1,516.6% | Added |
| Goldman Sachs Group Inc | 2,568,336 | $255.0M | 0.05% | +341,405+15.3% | Added |
| Menora Mivtachim Holdings Ltd. | 2,435,198 | $241.7M | 1.81% | −25,638−1.0% | Reduced |
| Dimensional Fund Advisors LP | 2,421,136 | $240.3M | 0.07% | −7,863−0.3% | Reduced |
| Los Angeles Capital Management LLC | 2,327,531 | $231.1M | 0.79% | −25,199−1.1% | Reduced |
| Omers Administration Corp | 2,324,016 | $230.7M | 2.64% | 00.0% | Unchanged |
| Schroder Investment Management Group | 2,310,102 | $229.3M | 0.27% | +919,714+66.1% | Added |
| Price T Rowe Associates Inc | 2,265,249 | $224.9M | 0.03% | −385,907−14.6% | Reduced |
| USS Investment Management Ltd | 2,204,580 | $218.8M | 1.80% | +11,320+0.5% | Added |
| Charles Schwab Investment Management Inc | 2,195,588 | $218.0M | 0.05% | +21,684+1.0% | Added |
| London Co of Virginia | 2,182,625 | $216.7M | 1.14% | +26,077+1.2% | Added |
| Boston Partners | 2,018,997 | $200.4M | 0.24% | −1,187,755−37.0% | Reduced |
| Primecap Management Co | 1,884,941 | $187.1M | 0.14% | +2,200+0.1% | Added |
| StonePine Asset Management Inc. | 1,873,351 | $186.0M | 2.96% | −1,465,434−43.9% | Reduced |
| Lazard Asset Management LLC | 1,777,643 | $176.5M | 0.21% | −165,113−8.5% | Reduced |
| Guinness Asset Management LTD | 1,763,399 | $175.1M | 3.64% | −24,448−1.4% | Reduced |
| State of Wisconsin Investment Board | 1,751,456 | $173.9M | 0.46% | −345,158−16.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,708,294 | $169.6M | 0.76% | +104,730+6.5% | Added |
| Fundsmith Investment Services Ltd. | 1,700,842 | $168.8M | 2.24% | +6,873+0.4% | Added |
| Pictet Asset Management Holding SA | 1,535,895 | $152.5M | 0.17% | +74,508+5.1% | Added |
| Credit Suisse AG | 1,535,994 | $152.1M | 0.15% | −432,147−22.0% | Reduced |
| Deutsche Bank AG | 1,451,252 | $144.1M | 0.07% | +26,033+1.8% | Added |
| Jennison Associates LLC | 1,372,045 | $136.2M | 0.09% | +15,780+1.2% | Added |
| Voloridge Investment Management, LLC | 1,324,531 | $131.5M | 0.48% | +525,630+65.8% | Added |
| Clearbridge Investments, LLC | 1,322,070 | $131.2M | 0.10% | −37,613−2.8% | Reduced |
| Russell Investments Group, Ltd. | 1,285,388 | $127.7M | 0.20% | +23,789+1.9% | Added |
| Amundi | 1,323,659 | $126.4M | 0.05% | +58,689+4.6% | Added |
| Swiss National Bank | 1,225,643 | $121.7M | 0.09% | −62,300−4.8% | Reduced |
| Barclays PLC | 1,200,766 | $119.2M | 0.05% | +273,082+29.4% | Added |
| Arrowstreet Capital, Limited Partnership | 1,091,000 | $108.3M | 0.10% | +78,281+7.7% | Added |
| Fisher Asset Management, LLC | 1,074,490 | $106.7M | 0.05% | −21,617−2.0% | Reduced |
| National Pension Service | 1,064,303 | $105.7M | 0.13% | +11,553+1.1% | Added |
| Canoe Financial LP | 1,018,485 | $101.1M | 1.67% | +1,018,485 | New |
| Lazard Freres Gestion S.A.S. | 1,035,448 | $100.5M | 2.49% | −18,591−1.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,009,178 | $100.2M | 0.07% | +9,145+0.9% | Added |
| Aviva PLC | 990,578 | $98.3M | 0.32% | +7,496+0.8% | Added |
| Nuveen Asset Management, LLC | 987,334 | $98.0M | 0.03% | −24,449−2.4% | Reduced |
| Royal Bank of Canada | 962,492 | $95.5M | 0.02% | +102,528+11.9% | Added |
| Fayez Sarofim & Co | 954,920 | $94.8M | 0.28% | +10,285+1.1% | Added |
| Parnassus Investments | 924,665 | $91.8M | 0.20% | −727,067−44.0% | Reduced |
| Manufacturers Life Insurance Company, The | 913,231 | $90.7M | 0.08% | −37,750−4.0% | Reduced |
| HighTower Advisors, LLC | 911,236 | $90.3M | 0.15% | +35,891+4.1% | Added |
| Gates Capital Management, Inc. | 898,239 | $89.2M | 2.62% | −28,800−3.1% | Reduced |
| UBS Group AG | 894,839 | $88.8M | 0.03% | +216,818+32.0% | Added |
| Squarepoint Ops LLC | 867,941 | $86.2M | 0.36% | −57,852−6.2% | Reduced |
| Neuberger Berman Group LLC | 802,290 | $79.7M | 0.07% | −32,157−3.9% | Reduced |
| HSBC Holdings PLC | 801,647 | $79.6M | 0.06% | +99,130+14.1% | Added |
| Rhumbline Advisers | 801,196 | $79.5M | 0.08% | −18,533−2.3% | Reduced |
| Man Group plc | 773,742 | $76.8M | 0.21% | +543,724+236.4% | Added |
| Ako Capital LLP | 761,938 | $75.6M | 1.07% | −709,471−48.2% | Reduced |
| Pinebridge Investments, L.P. | 757,395 | $75.2M | 0.60% | +32,782+4.5% | Added |
| Macquarie Group Ltd | 749,539 | $74.4M | 0.08% | −178,458−19.2% | Reduced |
| California Public Employees Retirement System | 736,402 | $73.1M | 0.05% | −17,061−2.3% | Reduced |
| American Century Companies Inc | 724,556 | $71.9M | 0.05% | −42,585−5.6% | Reduced |
| Voya Investment Management LLC | 712,867 | $70.8M | 0.07% | +73,703+11.5% | Added |
| Wells Fargo & Company | 666,392 | $66.2M | 0.02% | +39,535+6.3% | Added |
| Great West Life Assurance Co | 657,917 | $65.4M | 0.13% | −12,671−1.9% | Reduced |
| California State Teachers Retirement System | 651,523 | $64.7M | 0.08% | +4,472+0.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 626,875 | $62.2M | 0.17% | −35,190−5.3% | Reduced |
| Artisan Partners Limited Partnership | 554,710 | $55.1M | 0.08% | −17,682−3.1% | Reduced |
| Railway Pension Investments Ltd | 549,900 | $54.6M | 0.53% | −102,900−15.8% | Reduced |
| Envestnet Asset Management Inc | 506,032 | $50.2M | 0.02% | −9,452−1.8% | Reduced |
| D. E. Shaw & Co., Inc. | 498,276 | $49.5M | 0.06% | +436,714+709.4% | Added |
| Comgest Global Investors S.A.S. | 490,251 | $48.7M | 0.68% | +21,434+4.6% | Added |
| Principal Financial Group Inc | 468,665 | $46.5M | 0.03% | +2,258+0.5% | Added |
| Nordea Investment Management AB | 463,190 | $46.1M | 0.05% | +75,878+19.6% | Added |
| The PNC Financial Services Group, Inc. | 462,732 | $45.9M | 0.03% | −13,918−2.9% | Reduced |
| Qube Research & Technologies Ltd | 444,205 | $44.1M | 0.08% | −323,901−42.2% | Reduced |
| HM Payson & Co | 432,504 | $42.9M | 0.80% | +89,636+26.1% | Added |
| Rathbone Brothers plc | 425,889 | $42.3M | 0.24% | +11,307+2.7% | Added |
| Korea Investment CORP | 423,715 | $42.1M | 0.11% | +244,703+136.7% | Added |
| Renaissance Technologies LLC | 409,200 | $40.6M | 0.06% | −114,100−21.8% | Reduced |
| State Board of Administration of Florida Retirement System | 477,478 | $40.3M | 0.09% | +4,558+1.0% | Added |
| Bahl & Gaynor Inc | 402,590 | $40.0M | 0.22% | +20,554+5.4% | Added |
| Citigroup Inc | 398,188 | $39.5M | 0.04% | −62,080−13.5% | Reduced |