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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 387,796 | $38.5M | 0.05% | +55,995+16.9% | Added |
| Pensioenfonds Rail & Ov | 386,140 | $38.3M | 2.78% | −112,045−22.5% | Reduced |
| KBC Group NV | 382,269 | $37.9M | 0.12% | −35,676−8.5% | Reduced |
| Bank of Montreal | 379,111 | $37.9M | 0.02% | −69,136−15.4% | Reduced |
| New York State Common Retirement Fund | 368,997 | $36.6M | 0.05% | −36,997−9.1% | Reduced |
| Federated Hermes, Inc. | 356,378 | $35.4M | 0.08% | +240,602+207.8% | Added |
| New York State Teachers Retirement System | 347,026 | $34.4M | 0.07% | −30,654−8.1% | Reduced |
| Ofi Invest Asset Management | 367,215 | $33.8M | 0.92% | +15,371+4.4% | Added |
| Impax Asset Management Group plc | 322,731 | $32.0M | 0.12% | −79,660−19.8% | Reduced |
| Victory Capital Management Inc | 319,015 | $31.7M | 0.03% | −849−0.3% | Reduced |
| J. Stern & Co. LLP | 318,650 | $31.6M | 4.00% | +93,462+41.5% | Added |
| Prio Wealth Limited Partnership | 315,228 | $31.3M | 0.90% | +28,239+9.8% | Added |
| First Trust Advisors LP | 313,382 | $31.1M | 0.03% | −19,858−6.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 310,342 | $30.7M | 0.07% | −1,522−0.5% | Reduced |
| Welch & Forbes LLC | 295,892 | $29.4M | 0.40% | −6,142−2.0% | Reduced |
| Quintet Private Bank (Europe) S.A. | 257,164 | $29.3M | 1.31% | −25,342−9.0% | Reduced |
| Candriam Luxembourg S.C.A. | 289,772 | $28.8M | 0.18% | +4,762+1.7% | Added |
| Ameriprise Financial Inc | 289,768 | $28.8M | 0.01% | +2,777+1.0% | Added |
| Banque Pictet & Cie SA | 285,678 | $28.4M | 0.30% | +6,151+2.2% | Added |
| Nippon Life Global Investors Americas, Inc. | 268,850 | $26.7M | 1.25% | +36,695+15.8% | Added |
| Storebrand Asset Management AS | 267,423 | $26.5M | 0.09% | +90,726+51.3% | Added |
| Border to Coast Pensions Partnership Ltd | 260,719 | $25.9M | 0.58% | 00.0% | Unchanged |
| Jane Street Group, LLC | 260,393 | $25.8M | 0.03% | +53,108+25.6% | Added |
| Robeco Institutional Asset Management B.V. | 257,220 | $25.5M | 0.06% | +17,439+7.3% | Added |
| Canada Pension Plan Investment Board | 253,379 | $25.2M | 0.03% | +99,799+65.0% | Added |
| Danske Bank A/S | 247,281 | $24.5M | 0.08% | +247,281 | New |
| Ensign Peak Advisors, Inc | 244,602 | $24.3M | 0.04% | −282,494−53.6% | Reduced |
| Equitable Trust Co | 244,320 | $24.3M | 1.68% | −2,168−0.9% | Reduced |
| Toronto Dominion Bank | 237,200 | $23.5M | 0.04% | +2,688+1.1% | Added |
| Allspring Global Investments Holdings, LLC | 230,052 | $22.8M | 0.04% | +136,324+145.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 225,962 | $22.4M | 0.07% | −4,038−1.8% | Reduced |
| State of New Jersey Common Pension Fund D | 222,461 | $22.1M | 0.07% | 00.0% | Unchanged |
| Swedbank AB | 220,937 | $21.9M | 0.03% | +8,020+3.8% | Added |
| US Bancorp | 219,065 | $21.7M | 0.03% | −6,688−3.0% | Reduced |
| Davidson Investment Advisors | 218,409 | $21.7M | 1.13% | +6,615+3.1% | Added |
| Factory Mutual Insurance Co | 217,300 | $21.6M | 0.25% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 216,663 | $21.5M | 0.05% | +62,034+40.1% | Added |
| Caisse de Depot Et Placement du Quebec | 216,200 | $21.5M | 0.05% | +207,662+2,432.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 213,244 | $21.2M | 0.23% | +2,083+1.0% | Added |
| CI Private Wealth, LLC | 212,521 | $21.1M | 0.04% | +3,637+1.7% | Added |
| Handelsbanken Fonder AB | 208,295 | $20.7M | 0.09% | −23,799−10.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 203,186 | $20.2M | 0.16% | +171,465+540.5% | Added |
| Degroof Petercam Asset Management | 198,753 | $19.7M | 0.24% | −11,800−5.6% | Reduced |
| Standard Life Aberdeen plc | 198,369 | $19.7M | 0.04% | +562+0.3% | Added |
| AQR Capital Management LLC | 193,375 | $19.2M | 0.03% | +36,464+23.2% | Added |
| Public Sector Pension Investment Board | 192,612 | $19.1M | 0.14% | +183,200+1,946.5% | Added |
| Kempen Capital Management N.V. | 188,972 | $18.8M | 0.23% | 00.0% | Unchanged |
| Raymond James & Associates | 188,040 | $18.7M | 0.01% | −10,068−5.1% | Reduced |
| Banco Santander, S.A. | 186,071 | $18.5M | 0.22% | +14,815+8.7% | Added |
| Illinois Municipal Retirement Fund | 185,300 | $18.4M | 0.28% | 00.0% | Unchanged |
| Brown Advisory Inc | 184,767 | $18.3M | 0.02% | −23,620−11.3% | Reduced |
| Treasurer of the State of North Carolina | 184,721 | $18.3M | 0.08% | +1,260+0.7% | Added |
| Royal London Asset Management Ltd | 182,754 | $18.1M | 0.05% | +2,053+1.1% | Added |
| Carnegie Capital Asset Management, LLC | 174,604 | $17.3M | 0.54% | +2,724+1.6% | Added |
| PGGM Investments | 170,081 | $16.9M | 0.24% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 168,831 | $16.8M | 0.30% | +12,714+8.1% | Added |
| AXA S.A. | 168,528 | $16.7M | 0.05% | +6,085+3.7% | Added |
| Vaughan Nelson Investment Management, L.P. | 168,359 | $16.7M | 0.15% | −131,849−43.9% | Reduced |
| SEI Investments Co | 166,407 | $16.5M | 0.02% | −36,430−18.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 165,500 | $16.4M | 0.12% | −27,300−14.2% | Reduced |
| DekaBank Deutsche Girozentrale | 162,726 | $16.3M | 0.03% | +16,181+11.0% | Added |
| Public Employees Retirement System of Ohio | 163,167 | $16.2M | 0.06% | −16,332−9.1% | Reduced |
| National Bank of Canada | 166,410 | $16.2M | 0.03% | −3,631−2.1% | Reduced |
| TD Asset Management Inc | 161,829 | $16.1M | 0.01% | +3,573+2.3% | Added |
| SG Americas Securities, LLC | 159,478 | $15.8M | 0.08% | +43,485+37.5% | Added |
| Asset Management One Co.,Ltd. | 155,092 | $15.4M | 0.06% | −5,653−3.5% | Reduced |
| Commonwealth Equity Services, LLC | 153,101 | $15.2M | 0.03% | +1,749+1.2% | Added |
| M&T Bank Corp | 152,175 | $15.1M | 0.05% | −2,016−1.3% | Reduced |
| Creative Planning | 150,306 | $14.9M | 0.02% | +923+0.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 148,607 | $14.8M | 1.84% | +1,098+0.7% | Added |
| CIBC Asset Management Inc | 147,205 | $14.6M | 0.05% | +2,669+1.8% | Added |
| Tiaa Trust, National Association | 146,367 | $14.5M | 0.04% | +127,311+668.1% | Added |
| Millennium Management LLC | 141,398 | $14.0M | 0.01% | −156,848−52.6% | Reduced |
| LPL Financial LLC | 139,319 | $13.8M | 0.01% | +14,767+11.9% | Added |
| Resona Asset Management Co.,Ltd. | 138,633 | $13.8M | 0.08% | +138,633 | New |
| Nomura Asset Management Co Ltd | 138,271 | $13.7M | 0.05% | −7,541−5.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 135,865 | $13.5M | 0.07% | +40,608+42.6% | Added |
| Forsta Ap-Fonden | 131,300 | $13.0M | 0.11% | +30,300+30.0% | Added |
| APG Asset Management N.V. | 140,247 | $12.9M | 0.02% | −39,199−21.8% | Reduced |
| MAI Capital Management | 127,751 | $12.7M | 0.13% | +2,142+1.7% | Added |
| Varma Mutual Pension Insurance Co | 123,680 | $12.3M | 0.11% | +74,200+150.0% | Added |
| Prospector Partners LLC | 123,145 | $12.2M | 1.42% | +1,730+1.4% | Added |
| Nisa Investment Advisors, LLC | 118,751 | $11.8M | 0.08% | −6,542−5.2% | Reduced |
| Arizona State Retirement System | 117,445 | $11.7M | 0.08% | +1,602+1.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 115,652 | $11.5M | 0.13% | −1,475−1.3% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $11.4M | 0.11% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 113,900 | $11.3M | 0.04% | +1,187+1.1% | Added |
| United Capital Financial Advisers, LLC | 113,021 | $11.2M | 0.09% | +380.0% | Added |
| State of Michigan Retirement System | 111,107 | $11.0M | 0.06% | −900−0.8% | Reduced |
| Susquehanna International Group, LLP | 110,235 | $10.9M | 0.02% | −162,318−59.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 109,886 | $10.9M | 0.16% | −1,473−1.3% | Reduced |
| Comerica Bank | 109,843 | $10.9M | 0.05% | −1,980−1.8% | Reduced |
| Gotham Asset Management, LLC | 109,803 | $10.9M | 0.16% | +24,132+28.2% | Added |
| State of Tennessee, Treasury Department | 108,107 | $10.7M | 0.04% | −3,187−2.9% | Reduced |
| American International Group, Inc. | 107,841 | $10.7M | 0.04% | −1,634−1.5% | Reduced |
| Andra AP-fonden | 104,234 | $10.3M | 0.18% | −29,100−21.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 109,051 | $10.1M | 0.07% | +29,199+36.6% | Added |
| Meyer Handelman Co | 101,606 | $10.1M | 0.35% | −11,986−10.6% | Reduced |
| Connecticut Wealth Management, LLC | 101,271 | $10.1M | 0.53% | −6,131−5.7% | Reduced |
| Allied Investment Advisors, LLC | 100,339 | $9.96M | 2.41% | +2,414+2.5% | Added |