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 |
|---|---|---|---|---|---|
| Pensioenfonds Rail & Ov | 386,140 | $38.3M | 2.78% | −112,045−22.5% | Reduced |
| Prudential Financial Inc | 387,796 | $38.5M | 0.05% | +55,995+16.9% | Added |
| Citigroup Inc | 398,188 | $39.5M | 0.04% | −62,080−13.5% | Reduced |
| Bahl & Gaynor Inc | 402,590 | $40.0M | 0.22% | +20,554+5.4% | Added |
| State Board of Administration of Florida Retirement System | 477,478 | $40.3M | 0.09% | +4,558+1.0% | Added |
| Renaissance Technologies LLC | 409,200 | $40.6M | 0.06% | −114,100−21.8% | Reduced |
| Korea Investment CORP | 423,715 | $42.1M | 0.11% | +244,703+136.7% | Added |
| Rathbone Brothers plc | 425,889 | $42.3M | 0.24% | +11,307+2.7% | Added |
| HM Payson & Co | 432,504 | $42.9M | 0.80% | +89,636+26.1% | Added |
| Qube Research & Technologies Ltd | 444,205 | $44.1M | 0.08% | −323,901−42.2% | Reduced |
| The PNC Financial Services Group, Inc. | 462,732 | $45.9M | 0.03% | −13,918−2.9% | Reduced |
| Nordea Investment Management AB | 463,190 | $46.1M | 0.05% | +75,878+19.6% | Added |
| Principal Financial Group Inc | 468,665 | $46.5M | 0.03% | +2,258+0.5% | Added |
| Comgest Global Investors S.A.S. | 490,251 | $48.7M | 0.68% | +21,434+4.6% | Added |
| D. E. Shaw & Co., Inc. | 498,276 | $49.5M | 0.06% | +436,714+709.4% | Added |
| Envestnet Asset Management Inc | 506,032 | $50.2M | 0.02% | −9,452−1.8% | Reduced |
| Railway Pension Investments Ltd | 549,900 | $54.6M | 0.53% | −102,900−15.8% | Reduced |
| Artisan Partners Limited Partnership | 554,710 | $55.1M | 0.08% | −17,682−3.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 626,875 | $62.2M | 0.17% | −35,190−5.3% | Reduced |
| California State Teachers Retirement System | 651,523 | $64.7M | 0.08% | +4,472+0.7% | Added |
| Great West Life Assurance Co | 657,917 | $65.4M | 0.13% | −12,671−1.9% | Reduced |
| Wells Fargo & Company | 666,392 | $66.2M | 0.02% | +39,535+6.3% | Added |
| Voya Investment Management LLC | 712,867 | $70.8M | 0.07% | +73,703+11.5% | Added |
| American Century Companies Inc | 724,556 | $71.9M | 0.05% | −42,585−5.6% | Reduced |
| California Public Employees Retirement System | 736,402 | $73.1M | 0.05% | −17,061−2.3% | Reduced |
| Macquarie Group Ltd | 749,539 | $74.4M | 0.08% | −178,458−19.2% | Reduced |
| Pinebridge Investments, L.P. | 757,395 | $75.2M | 0.60% | +32,782+4.5% | Added |
| Ako Capital LLP | 761,938 | $75.6M | 1.07% | −709,471−48.2% | Reduced |
| Man Group plc | 773,742 | $76.8M | 0.21% | +543,724+236.4% | Added |
| Rhumbline Advisers | 801,196 | $79.5M | 0.08% | −18,533−2.3% | Reduced |
| HSBC Holdings PLC | 801,647 | $79.6M | 0.06% | +99,130+14.1% | Added |
| Neuberger Berman Group LLC | 802,290 | $79.7M | 0.07% | −32,157−3.9% | Reduced |
| Squarepoint Ops LLC | 867,941 | $86.2M | 0.36% | −57,852−6.2% | Reduced |
| UBS Group AG | 894,839 | $88.8M | 0.03% | +216,818+32.0% | Added |
| Gates Capital Management, Inc. | 898,239 | $89.2M | 2.62% | −28,800−3.1% | Reduced |
| HighTower Advisors, LLC | 911,236 | $90.3M | 0.15% | +35,891+4.1% | Added |
| Manufacturers Life Insurance Company, The | 913,231 | $90.7M | 0.08% | −37,750−4.0% | Reduced |
| Parnassus Investments | 924,665 | $91.8M | 0.20% | −727,067−44.0% | Reduced |
| Fayez Sarofim & Co | 954,920 | $94.8M | 0.28% | +10,285+1.1% | Added |
| Royal Bank of Canada | 962,492 | $95.5M | 0.02% | +102,528+11.9% | Added |
| Nuveen Asset Management, LLC | 987,334 | $98.0M | 0.03% | −24,449−2.4% | Reduced |
| Aviva PLC | 990,578 | $98.3M | 0.32% | +7,496+0.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,009,178 | $100.2M | 0.07% | +9,145+0.9% | Added |
| Lazard Freres Gestion S.A.S. | 1,035,448 | $100.5M | 2.49% | −18,591−1.8% | Reduced |
| Canoe Financial LP | 1,018,485 | $101.1M | 1.67% | +1,018,485 | New |
| National Pension Service | 1,064,303 | $105.7M | 0.13% | +11,553+1.1% | Added |
| Fisher Asset Management, LLC | 1,074,490 | $106.7M | 0.05% | −21,617−2.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,091,000 | $108.3M | 0.10% | +78,281+7.7% | Added |
| Barclays PLC | 1,200,766 | $119.2M | 0.05% | +273,082+29.4% | Added |
| Swiss National Bank | 1,225,643 | $121.7M | 0.09% | −62,300−4.8% | Reduced |
| Amundi | 1,323,659 | $126.4M | 0.05% | +58,689+4.6% | Added |
| Russell Investments Group, Ltd. | 1,285,388 | $127.7M | 0.20% | +23,789+1.9% | Added |
| Clearbridge Investments, LLC | 1,322,070 | $131.2M | 0.10% | −37,613−2.8% | Reduced |
| Voloridge Investment Management, LLC | 1,324,531 | $131.5M | 0.48% | +525,630+65.8% | Added |
| Jennison Associates LLC | 1,372,045 | $136.2M | 0.09% | +15,780+1.2% | Added |
| Deutsche Bank AG | 1,451,252 | $144.1M | 0.07% | +26,033+1.8% | Added |
| Credit Suisse AG | 1,535,994 | $152.1M | 0.15% | −432,147−22.0% | Reduced |
| Pictet Asset Management Holding SA | 1,535,895 | $152.5M | 0.17% | +74,508+5.1% | Added |
| Fundsmith Investment Services Ltd. | 1,700,842 | $168.8M | 2.24% | +6,873+0.4% | Added |
| Jacobs Levy Equity Management, Inc | 1,708,294 | $169.6M | 0.76% | +104,730+6.5% | Added |
| State of Wisconsin Investment Board | 1,751,456 | $173.9M | 0.46% | −345,158−16.5% | Reduced |
| Guinness Asset Management LTD | 1,763,399 | $175.1M | 3.64% | −24,448−1.4% | Reduced |
| Lazard Asset Management LLC | 1,777,643 | $176.5M | 0.21% | −165,113−8.5% | Reduced |
| StonePine Asset Management Inc. | 1,873,351 | $186.0M | 2.96% | −1,465,434−43.9% | Reduced |
| Primecap Management Co | 1,884,941 | $187.1M | 0.14% | +2,200+0.1% | Added |
| Boston Partners | 2,018,997 | $200.4M | 0.24% | −1,187,755−37.0% | Reduced |
| London Co of Virginia | 2,182,625 | $216.7M | 1.14% | +26,077+1.2% | Added |
| Charles Schwab Investment Management Inc | 2,195,588 | $218.0M | 0.05% | +21,684+1.0% | Added |
| USS Investment Management Ltd | 2,204,580 | $218.8M | 1.80% | +11,320+0.5% | Added |
| Price T Rowe Associates Inc | 2,265,249 | $224.9M | 0.03% | −385,907−14.6% | Reduced |
| Schroder Investment Management Group | 2,310,102 | $229.3M | 0.27% | +919,714+66.1% | Added |
| Omers Administration Corp | 2,324,016 | $230.7M | 2.64% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 2,327,531 | $231.1M | 0.79% | −25,199−1.1% | Reduced |
| Dimensional Fund Advisors LP | 2,421,136 | $240.3M | 0.07% | −7,863−0.3% | Reduced |
| Menora Mivtachim Holdings Ltd. | 2,435,198 | $241.7M | 1.81% | −25,638−1.0% | Reduced |
| Goldman Sachs Group Inc | 2,568,336 | $255.0M | 0.05% | +341,405+15.3% | Added |
| Franklin Resources Inc | 2,661,499 | $264.2M | 0.08% | +2,496,860+1,516.6% | Added |
| Wellington Management Group LLP | 2,985,823 | $296.4M | 0.05% | −42,663−1.4% | Reduced |
| FMR LLC | 3,036,872 | $301.5M | 0.02% | +162,186+5.6% | Added |
| Legal & General Group Plc | 3,067,303 | $304.5M | 0.09% | +43,080+1.4% | Added |
| UBS Asset Management Americas Inc | 3,163,505 | $314.0M | 0.11% | +31,726+1.0% | Added |
| CIBC Private Wealth Group, LLC | 3,202,777 | $315.7M | 0.62% | −85,162−2.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,191,118 | $316.8M | 0.44% | +126,684+4.1% | Added |
| Sarasin & Partners LLP | 3,251,612 | $322.8M | 3.18% | +328,539+11.2% | Added |
| Capital Research Global Investors | 3,521,581 | $349.6M | 0.08% | −5,289,726−60.0% | Reduced |
| Bank of New York Mellon Corp | 3,573,711 | $354.8M | 0.07% | −139,212−3.7% | Reduced |
| Bank of America Corp | 3,586,399 | $356.0M | 0.04% | −43,968−1.2% | Reduced |
| Invesco Ltd. | 3,637,798 | $361.1M | 0.08% | −48,295−1.3% | Reduced |
| Northern Trust Corp | 4,387,481 | $435.5M | 0.08% | −217,583−4.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,637,078 | $460.3M | 1.67% | +752,034+19.4% | Added |
| BLS Capital Fondsmaeglerselskab A/S | 5,067,179 | $503.0M | 12.83% | −452,541−8.2% | Reduced |
| Fundsmith LLPSuperinvestorFundsmith | 6,295,103 | $624.9M | 2.45% | −147,050−2.3% | Reduced |
| Norges Bank | 6,993,443 | $694.2M | 0.11% | −35,229−0.5% | Reduced |
| Massachusetts Financial Services Co | 7,339,946 | $728.6M | 0.22% | −146,385−2.0% | Reduced |
| Fiera Capital Corp | 7,620,037 | $756.4M | 2.20% | +61,414+0.8% | Added |
| Geode Capital Management, LLC | 10,725,518 | $1.06B | 0.10% | +257,392+2.5% | Added |
| JPMorgan Chase & Co | 11,155,836 | $1.11B | 0.10% | +2,893,161+35.0% | Added |
| Morgan Stanley | 12,972,821 | $1.29B | 0.10% | +235,459+1.8% | Added |
| State Street Corp | 15,734,532 | $1.56B | 0.07% | +90,097+0.6% | Added |
| Alliancebernstein L.P. | 21,589,897 | $2.14B | 0.76% | +2,377,199+12.4% | Added |