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 |
|---|---|---|---|---|---|
| Wealthfront Advisers LLC | 39,096 | $3.88M | 0.01% | +1,235+3.3% | Added |
| QRG Capital Management, Inc. | 39,156 | $3.89M | 0.05% | +1,393+3.7% | Added |
| Intech Investment Management LLC | 39,215 | $3.89M | 0.05% | +4,720+13.7% | Added |
| Abn Amro Investment Solutions | 40,064 | $3.98M | 0.07% | −2,763−6.5% | Reduced |
| Quadrature Capital Ltd | 40,068 | $3.98M | 0.07% | +27,340+214.8% | Added |
| CIBC World Markets Corp | 40,835 | $4.05M | 0.03% | −11,917−22.6% | Reduced |
| Guggenheim Capital LLC | 41,102 | $4.08M | 0.03% | +17,386+73.3% | Added |
| Captrust Financial Advisors | 41,200 | $4.09M | 0.02% | −10,187−19.8% | Reduced |
| Regions Financial Corp | 42,231 | $4.19M | 0.03% | −299−0.7% | Reduced |
| Exchange Capital Management, Inc. | 43,465 | $4.24M | 0.69% | +43,465 | New |
| Credential Qtrade Securities Inc. | 42,946 | $4.26M | 0.23% | +42,946 | New |
| Fiduciary Trust Co | 43,275 | $4.30M | 0.07% | +1,432+3.4% | Added |
| Glenmede Trust Co NA | 43,928 | $4.36M | 0.02% | −764−1.7% | Reduced |
| Aureus Asset Management, LLC | 44,398 | $4.41M | 0.30% | +551+1.3% | Added |
| Mercer Global Advisors Inc | 44,418 | $4.41M | 0.01% | −2,292−4.9% | Reduced |
| Scotia Capital Inc. | 44,903 | $4.46M | 0.03% | −4,653−9.4% | Reduced |
| Daiwa Securities Group Inc. | 44,969 | $4.46M | 0.03% | +7,806+21.0% | Added |
| BNP Paribas | 47,125 | $4.51M | 0.21% | +47,125 | New |
| Pathstone Holdings, LLC | 45,733 | $4.54M | 0.02% | +2,233+5.1% | Added |
| Cetera Investment Advisers | 46,371 | $4.60M | 0.01% | +33,457+259.1% | Added |
| William Allan, LLC | 46,872 | $4.65M | 3.09% | +55+0.1% | Added |
| Clifford Swan Investment Counsel LLC | 46,927 | $4.66M | 0.17% | −193−0.4% | Reduced |
| Rockefeller Capital Management L.P. | 47,071 | $4.67M | 0.01% | +16,133+52.1% | Added |
| Cohen Capital Management, Inc. | 47,686 | $4.73M | 0.83% | +292+0.6% | Added |
| Wesleyan Assurance Society | 48,100 | $4.77M | 0.42% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 48,529 | $4.78M | 1.50% | +5,259+12.2% | Added |
| Occudo Quantitative Strategies LP | 48,793 | $4.84M | 0.85% | +48,793 | New |
| Kanawha Capital Management LLC | 48,824 | $4.85M | 0.39% | +1,160+2.4% | Added |
| British Columbia Investment Management Corp | 49,017 | $4.87M | 0.03% | +1,624+3.4% | Added |
| First Manhattan Co | 50,399 | $5.00M | 0.02% | −7,052−12.3% | Reduced |
| TCW Group Inc | 50,430 | $5.01M | 0.05% | +1,837+3.8% | Added |
| Nissay Asset Management Corp | 51,753 | $5.14M | 0.04% | −273,175−84.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 52,515 | $5.21M | 0.39% | +20,597+64.5% | Added |
| Janney Montgomery Scott LLC | 53,104 | $5.27M | 0.02% | −1,728−3.2% | Reduced |
| Mutual of America Capital Management LLC | 53,176 | $5.28M | 0.06% | −1,738−3.2% | Reduced |
| Brinker Capital Investments, LLC | 53,329 | $5.29M | 0.06% | −2,425−4.3% | Reduced |
| Orion Portfolio Solutions, LLC | 53,329 | $5.29M | 0.06% | −2,425−4.3% | Reduced |
| Graybill Bartz & Assoc Ltd | 53,524 | $5.31M | 2.24% | +200.0% | Added |
| Gateway Investment Advisers LLC | 54,681 | $5.43M | 0.06% | −12,635−18.8% | Reduced |
| Public Employees Retirement Association of Colorado | 55,063 | $5.47M | 0.02% | −4,453−7.5% | Reduced |
| EFG Asset Management (Americas) Corp. | 55,373 | $5.50M | 1.67% | −22,624−29.0% | Reduced |
| ING Groep NV | 55,559 | $5.52M | 0.04% | +7,430+15.4% | Added |
| Foyston, Gordon, & Payne Inc | 55,817 | $5.54M | 1.33% | −945−1.7% | Reduced |
| Achmea Investment Management B.V. | 56,284 | $5.59M | 0.11% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 56,953 | $5.65M | 0.01% | +7,168+14.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 65,152 | $5.71M | 0.01% | +2,393+3.8% | Added |
| Pacer Advisors, Inc. | 57,893 | $5.75M | 0.01% | −14,468−20.0% | Reduced |
| Lifeworks Advisors, LLC | 57,894 | $5.75M | 1.61% | +5,942+11.4% | Added |
| BTC Capital Management, Inc. | 58,772 | $5.83M | 0.53% | +58,772 | New |
| Xponance, Inc. | 58,809 | $5.84M | 0.06% | +2,856+5.1% | Added |
| Ipswich Investment Management Co., Inc. | 58,881 | $5.85M | 1.37% | −30−0.1% | Reduced |
| Evoke Wealth, LLC | 58,980 | $5.85M | 0.17% | +56,022+1,893.9% | Added |
| Sheets Smith Wealth Management | 60,047 | $5.96M | 0.67% | +3,000+5.3% | Added |
| AdvisorShares Investments LLC | 60,542 | $6.01M | 1.01% | +22,270+58.2% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 60,553 | $6.01M | 0.48% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 61,239 | $6.08M | 0.06% | −2,655−4.2% | Reduced |
| Chartwell Investment Partners, LLC | 62,343 | $6.19M | 0.21% | +2,360+3.9% | Added |
| Sawgrass Asset Management LLC | 62,447 | $6.20M | 0.68% | −2,890−4.4% | Reduced |
| Yousif Capital Management, LLC | 63,556 | $6.31M | 0.07% | −2,904−4.4% | Reduced |
| Truist Financial Corp | 63,750 | $6.33M | 0.01% | −6,732−9.6% | Reduced |
| Bank of Nova Scotia | 64,652 | $6.42M | 0.01% | −56,253−46.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 66,083 | $6.56M | 0.01% | +3,621+5.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 66,339 | $6.59M | 0.01% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 67,051 | $6.66M | 0.17% | −9,350−12.2% | Reduced |
| Bradley Foster & Sargent Inc | 67,320 | $6.68M | 0.12% | −3,287−4.7% | Reduced |
| Keybank National Association | 67,483 | $6.70M | 0.03% | −1,490−2.2% | Reduced |
| ProShare Advisors LLC | 67,586 | $6.71M | 0.02% | +8,969+15.3% | Added |
| Van Eck Associates Corp | 68,257 | $6.78M | 0.01% | −4,602−6.3% | Reduced |
| Mariner, LLC | 68,380 | $6.79M | 0.01% | +2,290+3.5% | Added |
| Peapack Gladstone Financial Corp | 68,970 | $6.85M | 0.11% | −947−1.4% | Reduced |
| Calamos Advisors LLC | 70,727 | $7.02M | 0.03% | −1,762−2.4% | Reduced |
| Ethic Inc. | 71,239 | $7.07M | 0.18% | +4,668+7.0% | Added |
| Czech National Bank | 71,340 | $7.08M | 0.09% | −340−0.5% | Reduced |
| Utah Retirement Systems | 71,452 | $7.09M | 0.08% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 73,326 | $7.28M | 0.02% | −30,820−29.6% | Reduced |
| Delta Asset Management LLC | 73,620 | $7.31M | 0.65% | +472+0.6% | Added |
| State of Alaska, Department of Revenue | 76,291 | $7.57M | 0.09% | −11,215−12.8% | Reduced |
| Lincoln Capital LLC | 77,515 | $7.69M | 1.71% | −211−0.3% | Reduced |
| Osborne Partners Capital Management, LLC | 77,771 | $7.72M | 0.48% | −89−0.1% | Reduced |
| Amica Mutual Insurance Co | 78,482 | $7.79M | 0.79% | 00.0% | Unchanged |
| Windward Capital Management Co | 80,439 | $7.99M | 0.67% | −962−1.2% | Reduced |
| MML Investors Services, LLC | 81,470 | $8.09M | 0.03% | +9,208+12.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 83,424 | $8.28M | 0.09% | +13,800+19.8% | Added |
| IFM Investors Pty Ltd | 83,700 | $8.31M | 0.09% | +818+1.0% | Added |
| Texas Permanent School Fund | 83,792 | $8.32M | 0.07% | −170.0% | Reduced |
| Advisors Preferred, LLC | 84,652 | $8.34M | 1.41% | +84,652 | New |
| Schwartz Investment Counsel Inc | 85,000 | $8.44M | 0.31% | 00.0% | Unchanged |
| Amalgamated Bank | 85,453 | $8.48M | 0.07% | −17,886−17.3% | Reduced |
| Holocene Advisors, LP | 85,494 | $8.49M | 0.03% | +40,803+91.3% | Added |
| Antipodes Partners Ltd | 85,810 | $8.52M | 0.27% | +443+0.5% | Added |
| Allianz Asset Management GmbH | 86,735 | $8.61M | 0.01% | −11,745−11.9% | Reduced |
| Jump Financial, LLC | 88,719 | $8.81M | 0.24% | +88,719 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 89,009 | $8.84M | 0.06% | −613−0.7% | Reduced |
| Janus Henderson Group PLC | 89,135 | $8.85M | 0.00% | +3,590+4.2% | Added |
| Retirement Systems of Alabama | 89,489 | $8.88M | 0.03% | −707−0.8% | Reduced |
| Trium Capital LLP | 90,408 | $8.97M | 3.37% | −4,631−4.9% | Reduced |
| Stifel Financial Corp | 93,025 | $9.23M | 0.01% | −1,410−1.5% | Reduced |
| Anchor Capital Advisors LLC | 93,381 | $9.27M | 0.24% | −13,135−12.3% | Reduced |
| MetLife Investment Management | 96,095 | $9.54M | 0.06% | −4,337−4.3% | Reduced |
| Commerce Bank | 96,451 | $9.57M | 0.06% | −3,676−3.7% | Reduced |