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 |
|---|---|---|---|---|---|
| Cloverfields Capital Group, LP | 96,533 | $9.58M | 3.23% | +4,796+5.2% | Added |
| DnB Asset Management AS | 97,829 | $9.71M | 0.05% | −24,686−20.1% | Reduced |
| Allied Investment Advisors, LLC | 100,339 | $9.96M | 2.41% | +2,414+2.5% | Added |
| Connecticut Wealth Management, LLC | 101,271 | $10.1M | 0.53% | −6,131−5.7% | Reduced |
| Meyer Handelman Co | 101,606 | $10.1M | 0.35% | −11,986−10.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 109,051 | $10.1M | 0.07% | +29,199+36.6% | Added |
| Andra AP-fonden | 104,234 | $10.3M | 0.18% | −29,100−21.8% | Reduced |
| American International Group, Inc. | 107,841 | $10.7M | 0.04% | −1,634−1.5% | Reduced |
| State of Tennessee, Treasury Department | 108,107 | $10.7M | 0.04% | −3,187−2.9% | Reduced |
| Gotham Asset Management, LLC | 109,803 | $10.9M | 0.16% | +24,132+28.2% | Added |
| Comerica Bank | 109,843 | $10.9M | 0.05% | −1,980−1.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 109,886 | $10.9M | 0.16% | −1,473−1.3% | Reduced |
| Susquehanna International Group, LLP | 110,235 | $10.9M | 0.02% | −162,318−59.6% | Reduced |
| State of Michigan Retirement System | 111,107 | $11.0M | 0.06% | −900−0.8% | Reduced |
| United Capital Financial Advisers, LLC | 113,021 | $11.2M | 0.09% | +380.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 113,900 | $11.3M | 0.04% | +1,187+1.1% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $11.4M | 0.11% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 115,652 | $11.5M | 0.13% | −1,475−1.3% | Reduced |
| Arizona State Retirement System | 117,445 | $11.7M | 0.08% | +1,602+1.4% | Added |
| Nisa Investment Advisors, LLC | 118,751 | $11.8M | 0.08% | −6,542−5.2% | Reduced |
| Prospector Partners LLC | 123,145 | $12.2M | 1.42% | +1,730+1.4% | Added |
| Varma Mutual Pension Insurance Co | 123,680 | $12.3M | 0.11% | +74,200+150.0% | Added |
| MAI Capital Management | 127,751 | $12.7M | 0.13% | +2,142+1.7% | Added |
| APG Asset Management N.V. | 140,247 | $12.9M | 0.02% | −39,199−21.8% | Reduced |
| Forsta Ap-Fonden | 131,300 | $13.0M | 0.11% | +30,300+30.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 135,865 | $13.5M | 0.07% | +40,608+42.6% | Added |
| Nomura Asset Management Co Ltd | 138,271 | $13.7M | 0.05% | −7,541−5.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 138,633 | $13.8M | 0.08% | +138,633 | New |
| LPL Financial LLC | 139,319 | $13.8M | 0.01% | +14,767+11.9% | Added |
| Millennium Management LLC | 141,398 | $14.0M | 0.01% | −156,848−52.6% | Reduced |
| Tiaa Trust, National Association | 146,367 | $14.5M | 0.04% | +127,311+668.1% | Added |
| CIBC Asset Management Inc | 147,205 | $14.6M | 0.05% | +2,669+1.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 148,607 | $14.8M | 1.84% | +1,098+0.7% | Added |
| Creative Planning | 150,306 | $14.9M | 0.02% | +923+0.6% | Added |
| M&T Bank Corp | 152,175 | $15.1M | 0.05% | −2,016−1.3% | Reduced |
| Commonwealth Equity Services, LLC | 153,101 | $15.2M | 0.03% | +1,749+1.2% | Added |
| Asset Management One Co.,Ltd. | 155,092 | $15.4M | 0.06% | −5,653−3.5% | Reduced |
| SG Americas Securities, LLC | 159,478 | $15.8M | 0.08% | +43,485+37.5% | Added |
| TD Asset Management Inc | 161,829 | $16.1M | 0.01% | +3,573+2.3% | Added |
| National Bank of Canada | 166,410 | $16.2M | 0.03% | −3,631−2.1% | Reduced |
| Public Employees Retirement System of Ohio | 163,167 | $16.2M | 0.06% | −16,332−9.1% | Reduced |
| DekaBank Deutsche Girozentrale | 162,726 | $16.3M | 0.03% | +16,181+11.0% | Added |
| Mn Services Vermogensbeheer B.V. | 165,500 | $16.4M | 0.12% | −27,300−14.2% | Reduced |
| SEI Investments Co | 166,407 | $16.5M | 0.02% | −36,430−18.0% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 168,359 | $16.7M | 0.15% | −131,849−43.9% | Reduced |
| AXA S.A. | 168,528 | $16.7M | 0.05% | +6,085+3.7% | Added |
| Copeland Capital Management, LLC | 168,831 | $16.8M | 0.30% | +12,714+8.1% | Added |
| PGGM Investments | 170,081 | $16.9M | 0.24% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 174,604 | $17.3M | 0.54% | +2,724+1.6% | Added |
| Royal London Asset Management Ltd | 182,754 | $18.1M | 0.05% | +2,053+1.1% | Added |
| Treasurer of the State of North Carolina | 184,721 | $18.3M | 0.08% | +1,260+0.7% | Added |
| Brown Advisory Inc | 184,767 | $18.3M | 0.02% | −23,620−11.3% | Reduced |
| Illinois Municipal Retirement Fund | 185,300 | $18.4M | 0.28% | 00.0% | Unchanged |
| Banco Santander, S.A. | 186,071 | $18.5M | 0.22% | +14,815+8.7% | Added |
| Raymond James & Associates | 188,040 | $18.7M | 0.01% | −10,068−5.1% | Reduced |
| Kempen Capital Management N.V. | 188,972 | $18.8M | 0.23% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 192,612 | $19.1M | 0.14% | +183,200+1,946.5% | Added |
| AQR Capital Management LLC | 193,375 | $19.2M | 0.03% | +36,464+23.2% | Added |
| Standard Life Aberdeen plc | 198,369 | $19.7M | 0.04% | +562+0.3% | Added |
| Degroof Petercam Asset Management | 198,753 | $19.7M | 0.24% | −11,800−5.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 203,186 | $20.2M | 0.16% | +171,465+540.5% | Added |
| Handelsbanken Fonder AB | 208,295 | $20.7M | 0.09% | −23,799−10.3% | Reduced |
| CI Private Wealth, LLC | 212,521 | $21.1M | 0.04% | +3,637+1.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 213,244 | $21.2M | 0.23% | +2,083+1.0% | Added |
| Caisse de Depot Et Placement du Quebec | 216,200 | $21.5M | 0.05% | +207,662+2,432.2% | Added |
| Natixis Advisors, L.P. | 216,663 | $21.5M | 0.05% | +62,034+40.1% | Added |
| Factory Mutual Insurance Co | 217,300 | $21.6M | 0.25% | 00.0% | Unchanged |
| Davidson Investment Advisors | 218,409 | $21.7M | 1.13% | +6,615+3.1% | Added |
| US Bancorp | 219,065 | $21.7M | 0.03% | −6,688−3.0% | Reduced |
| Swedbank AB | 220,937 | $21.9M | 0.03% | +8,020+3.8% | Added |
| State of New Jersey Common Pension Fund D | 222,461 | $22.1M | 0.07% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 225,962 | $22.4M | 0.07% | −4,038−1.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 230,052 | $22.8M | 0.04% | +136,324+145.4% | Added |
| Toronto Dominion Bank | 237,200 | $23.5M | 0.04% | +2,688+1.1% | Added |
| Equitable Trust Co | 244,320 | $24.3M | 1.68% | −2,168−0.9% | Reduced |
| Ensign Peak Advisors, Inc | 244,602 | $24.3M | 0.04% | −282,494−53.6% | Reduced |
| Danske Bank A/S | 247,281 | $24.5M | 0.08% | +247,281 | New |
| Canada Pension Plan Investment Board | 253,379 | $25.2M | 0.03% | +99,799+65.0% | Added |
| Robeco Institutional Asset Management B.V. | 257,220 | $25.5M | 0.06% | +17,439+7.3% | Added |
| Jane Street Group, LLC | 260,393 | $25.8M | 0.03% | +53,108+25.6% | Added |
| Border to Coast Pensions Partnership Ltd | 260,719 | $25.9M | 0.58% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 267,423 | $26.5M | 0.09% | +90,726+51.3% | Added |
| Nippon Life Global Investors Americas, Inc. | 268,850 | $26.7M | 1.25% | +36,695+15.8% | Added |
| Banque Pictet & Cie SA | 285,678 | $28.4M | 0.30% | +6,151+2.2% | Added |
| Ameriprise Financial Inc | 289,768 | $28.8M | 0.01% | +2,777+1.0% | Added |
| Candriam Luxembourg S.C.A. | 289,772 | $28.8M | 0.18% | +4,762+1.7% | Added |
| Quintet Private Bank (Europe) S.A. | 257,164 | $29.3M | 1.31% | −25,342−9.0% | Reduced |
| Welch & Forbes LLC | 295,892 | $29.4M | 0.40% | −6,142−2.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 310,342 | $30.7M | 0.07% | −1,522−0.5% | Reduced |
| First Trust Advisors LP | 313,382 | $31.1M | 0.03% | −19,858−6.0% | Reduced |
| Prio Wealth Limited Partnership | 315,228 | $31.3M | 0.90% | +28,239+9.8% | Added |
| J. Stern & Co. LLP | 318,650 | $31.6M | 4.00% | +93,462+41.5% | Added |
| Victory Capital Management Inc | 319,015 | $31.7M | 0.03% | −849−0.3% | Reduced |
| Impax Asset Management Group plc | 322,731 | $32.0M | 0.12% | −79,660−19.8% | Reduced |
| Ofi Invest Asset Management | 367,215 | $33.8M | 0.92% | +15,371+4.4% | Added |
| New York State Teachers Retirement System | 347,026 | $34.4M | 0.07% | −30,654−8.1% | Reduced |
| Federated Hermes, Inc. | 356,378 | $35.4M | 0.08% | +240,602+207.8% | Added |
| New York State Common Retirement Fund | 368,997 | $36.6M | 0.05% | −36,997−9.1% | Reduced |
| Bank of Montreal | 379,111 | $37.9M | 0.02% | −69,136−15.4% | Reduced |
| KBC Group NV | 382,269 | $37.9M | 0.12% | −35,676−8.5% | Reduced |