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 |
|---|---|---|---|---|---|
| DnB Asset Management AS | 97,829 | $9.71M | 0.05% | −24,686−20.1% | Reduced |
| Cloverfields Capital Group, LP | 96,533 | $9.58M | 3.23% | +4,796+5.2% | Added |
| Commerce Bank | 96,451 | $9.57M | 0.06% | −3,676−3.7% | Reduced |
| MetLife Investment Management | 96,095 | $9.54M | 0.06% | −4,337−4.3% | Reduced |
| Anchor Capital Advisors LLC | 93,381 | $9.27M | 0.24% | −13,135−12.3% | Reduced |
| Stifel Financial Corp | 93,025 | $9.23M | 0.01% | −1,410−1.5% | Reduced |
| Trium Capital LLP | 90,408 | $8.97M | 3.37% | −4,631−4.9% | Reduced |
| Retirement Systems of Alabama | 89,489 | $8.88M | 0.03% | −707−0.8% | Reduced |
| Janus Henderson Group PLC | 89,135 | $8.85M | 0.00% | +3,590+4.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 89,009 | $8.84M | 0.06% | −613−0.7% | Reduced |
| Jump Financial, LLC | 88,719 | $8.81M | 0.24% | +88,719 | New |
| Allianz Asset Management GmbH | 86,735 | $8.61M | 0.01% | −11,745−11.9% | Reduced |
| Antipodes Partners Ltd | 85,810 | $8.52M | 0.27% | +443+0.5% | Added |
| Holocene Advisors, LP | 85,494 | $8.49M | 0.03% | +40,803+91.3% | Added |
| Amalgamated Bank | 85,453 | $8.48M | 0.07% | −17,886−17.3% | Reduced |
| Schwartz Investment Counsel Inc | 85,000 | $8.44M | 0.31% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 84,652 | $8.34M | 1.41% | +84,652 | New |
| Texas Permanent School Fund | 83,792 | $8.32M | 0.07% | −170.0% | Reduced |
| IFM Investors Pty Ltd | 83,700 | $8.31M | 0.09% | +818+1.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 83,424 | $8.28M | 0.09% | +13,800+19.8% | Added |
| MML Investors Services, LLC | 81,470 | $8.09M | 0.03% | +9,208+12.7% | Added |
| Windward Capital Management Co | 80,439 | $7.99M | 0.67% | −962−1.2% | Reduced |
| Amica Mutual Insurance Co | 78,482 | $7.79M | 0.79% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 77,771 | $7.72M | 0.48% | −89−0.1% | Reduced |
| Lincoln Capital LLC | 77,515 | $7.69M | 1.71% | −211−0.3% | Reduced |
| State of Alaska, Department of Revenue | 76,291 | $7.57M | 0.09% | −11,215−12.8% | Reduced |
| Delta Asset Management LLC | 73,620 | $7.31M | 0.65% | +472+0.6% | Added |
| Advisor Group Holdings, Inc. | 73,326 | $7.28M | 0.02% | −30,820−29.6% | Reduced |
| Utah Retirement Systems | 71,452 | $7.09M | 0.08% | 00.0% | Unchanged |
| Czech National Bank | 71,340 | $7.08M | 0.09% | −340−0.5% | Reduced |
| Ethic Inc. | 71,239 | $7.07M | 0.18% | +4,668+7.0% | Added |
| Calamos Advisors LLC | 70,727 | $7.02M | 0.03% | −1,762−2.4% | Reduced |
| Peapack Gladstone Financial Corp | 68,970 | $6.85M | 0.11% | −947−1.4% | Reduced |
| Mariner, LLC | 68,380 | $6.79M | 0.01% | +2,290+3.5% | Added |
| Van Eck Associates Corp | 68,257 | $6.78M | 0.01% | −4,602−6.3% | Reduced |
| ProShare Advisors LLC | 67,586 | $6.71M | 0.02% | +8,969+15.3% | Added |
| Keybank National Association | 67,483 | $6.70M | 0.03% | −1,490−2.2% | Reduced |
| Bradley Foster & Sargent Inc | 67,320 | $6.68M | 0.12% | −3,287−4.7% | Reduced |
| Pictet & Cie (Europe) SA | 67,051 | $6.66M | 0.17% | −9,350−12.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 66,339 | $6.59M | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 66,083 | $6.56M | 0.01% | +3,621+5.8% | Added |
| Bank of Nova Scotia | 64,652 | $6.42M | 0.01% | −56,253−46.5% | Reduced |
| Truist Financial Corp | 63,750 | $6.33M | 0.01% | −6,732−9.6% | Reduced |
| Yousif Capital Management, LLC | 63,556 | $6.31M | 0.07% | −2,904−4.4% | Reduced |
| Sawgrass Asset Management LLC | 62,447 | $6.20M | 0.68% | −2,890−4.4% | Reduced |
| Chartwell Investment Partners, LLC | 62,343 | $6.19M | 0.21% | +2,360+3.9% | Added |
| New York Life Investment Management LLC | 61,239 | $6.08M | 0.06% | −2,655−4.2% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 60,553 | $6.01M | 0.48% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 60,542 | $6.01M | 1.01% | +22,270+58.2% | Added |
| Sheets Smith Wealth Management | 60,047 | $5.96M | 0.67% | +3,000+5.3% | Added |
| Evoke Wealth, LLC | 58,980 | $5.85M | 0.17% | +56,022+1,893.9% | Added |
| Ipswich Investment Management Co., Inc. | 58,881 | $5.85M | 1.37% | −30−0.1% | Reduced |
| Xponance, Inc. | 58,809 | $5.84M | 0.06% | +2,856+5.1% | Added |
| BTC Capital Management, Inc. | 58,772 | $5.83M | 0.53% | +58,772 | New |
| Lifeworks Advisors, LLC | 57,894 | $5.75M | 1.61% | +5,942+11.4% | Added |
| Pacer Advisors, Inc. | 57,893 | $5.75M | 0.01% | −14,468−20.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 65,152 | $5.71M | 0.01% | +2,393+3.8% | Added |
| Northwestern Mutual Wealth Management Co | 56,953 | $5.65M | 0.01% | +7,168+14.4% | Added |
| Achmea Investment Management B.V. | 56,284 | $5.59M | 0.11% | 00.0% | Unchanged |
| Foyston, Gordon, & Payne Inc | 55,817 | $5.54M | 1.33% | −945−1.7% | Reduced |
| ING Groep NV | 55,559 | $5.52M | 0.04% | +7,430+15.4% | Added |
| EFG Asset Management (Americas) Corp. | 55,373 | $5.50M | 1.67% | −22,624−29.0% | Reduced |
| Public Employees Retirement Association of Colorado | 55,063 | $5.47M | 0.02% | −4,453−7.5% | Reduced |
| Gateway Investment Advisers LLC | 54,681 | $5.43M | 0.06% | −12,635−18.8% | Reduced |
| Graybill Bartz & Assoc Ltd | 53,524 | $5.31M | 2.24% | +200.0% | Added |
| 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 |
| Mutual of America Capital Management LLC | 53,176 | $5.28M | 0.06% | −1,738−3.2% | Reduced |
| Janney Montgomery Scott LLC | 53,104 | $5.27M | 0.02% | −1,728−3.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 52,515 | $5.21M | 0.39% | +20,597+64.5% | Added |
| Nissay Asset Management Corp | 51,753 | $5.14M | 0.04% | −273,175−84.1% | Reduced |
| TCW Group Inc | 50,430 | $5.01M | 0.05% | +1,837+3.8% | Added |
| First Manhattan Co | 50,399 | $5.00M | 0.02% | −7,052−12.3% | Reduced |
| British Columbia Investment Management Corp | 49,017 | $4.87M | 0.03% | +1,624+3.4% | Added |
| Kanawha Capital Management LLC | 48,824 | $4.85M | 0.39% | +1,160+2.4% | Added |
| Occudo Quantitative Strategies LP | 48,793 | $4.84M | 0.85% | +48,793 | New |
| Brown Shipley& Co Ltd | 48,529 | $4.78M | 1.50% | +5,259+12.2% | Added |
| Wesleyan Assurance Society | 48,100 | $4.77M | 0.42% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 47,686 | $4.73M | 0.83% | +292+0.6% | Added |
| Rockefeller Capital Management L.P. | 47,071 | $4.67M | 0.01% | +16,133+52.1% | Added |
| Clifford Swan Investment Counsel LLC | 46,927 | $4.66M | 0.17% | −193−0.4% | Reduced |
| William Allan, LLC | 46,872 | $4.65M | 3.09% | +55+0.1% | Added |
| Cetera Investment Advisers | 46,371 | $4.60M | 0.01% | +33,457+259.1% | Added |
| Pathstone Holdings, LLC | 45,733 | $4.54M | 0.02% | +2,233+5.1% | Added |
| BNP Paribas | 47,125 | $4.51M | 0.21% | +47,125 | New |
| Daiwa Securities Group Inc. | 44,969 | $4.46M | 0.03% | +7,806+21.0% | Added |
| Scotia Capital Inc. | 44,903 | $4.46M | 0.03% | −4,653−9.4% | Reduced |
| Mercer Global Advisors Inc | 44,418 | $4.41M | 0.01% | −2,292−4.9% | Reduced |
| Aureus Asset Management, LLC | 44,398 | $4.41M | 0.30% | +551+1.3% | Added |
| Glenmede Trust Co NA | 43,928 | $4.36M | 0.02% | −764−1.7% | Reduced |
| Fiduciary Trust Co | 43,275 | $4.30M | 0.07% | +1,432+3.4% | Added |
| Credential Qtrade Securities Inc. | 42,946 | $4.26M | 0.23% | +42,946 | New |
| Exchange Capital Management, Inc. | 43,465 | $4.24M | 0.69% | +43,465 | New |
| Regions Financial Corp | 42,231 | $4.19M | 0.03% | −299−0.7% | Reduced |
| Captrust Financial Advisors | 41,200 | $4.09M | 0.02% | −10,187−19.8% | Reduced |
| Guggenheim Capital LLC | 41,102 | $4.08M | 0.03% | +17,386+73.3% | Added |
| CIBC World Markets Corp | 40,835 | $4.05M | 0.03% | −11,917−22.6% | Reduced |
| Quadrature Capital Ltd | 40,068 | $3.98M | 0.07% | +27,340+214.8% | Added |
| Abn Amro Investment Solutions | 40,064 | $3.98M | 0.07% | −2,763−6.5% | Reduced |
| Intech Investment Management LLC | 39,215 | $3.89M | 0.05% | +4,720+13.7% | Added |