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, Q2 2024
Institutional positions in Otis Worldwide Corp as of Jun 30, 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
- 1,191
- +6 vs. Q1 2024
- Shares held
- 353.8M
- +5.35M (+1.5%) vs. Q1 2024
- Total value
- $34.1B
- −$516.5M (−1.5%) vs. Q1 2024
- New holders
- 81
- 396 more added
- Sold out
- 75
- 455 more reduced
17 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 45,086,610 | $4.34B | 0.08% | −150,838−0.3% | Reduced |
| BlackRock Inc. | 34,512,064 | $3.32B | 0.08% | −224,077−0.6% | Reduced |
| Alliancebernstein L.P. | 21,929,906 | $2.11B | 0.74% | +340,009+1.6% | Added |
| JPMorgan Chase & Co | 19,914,085 | $1.92B | 0.17% | +8,758,249+78.5% | Added |
| State Street Corp | 16,067,369 | $1.55B | 0.07% | +332,837+2.1% | Added |
| Morgan Stanley | 12,438,785 | $1.20B | 0.09% | −534,036−4.1% | Reduced |
| Geode Capital Management, LLC | 10,879,628 | $1.05B | 0.09% | +154,110+1.4% | Added |
| Massachusetts Financial Services Co | 8,247,918 | $793.9M | 0.24% | +907,972+12.4% | Added |
| Norges Bank | 7,272,798 | $700.1M | 0.10% | +279,355+4.0% | Added |
| Fiera Capital Corp | 7,019,748 | $675.7M | 2.09% | −600,289−7.9% | Reduced |
| Fundsmith LLPSuperinvestorFundsmith | 6,138,278 | $590.9M | 2.41% | −156,825−2.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,841,268 | $466.0M | 1.57% | +204,190+4.4% | Added |
| BLS Capital Fondsmaeglerselskab A/S | 4,684,927 | $451.0M | 13.50% | −382,252−7.5% | Reduced |
| Franklin Resources Inc | 4,642,873 | $446.9M | 0.14% | +1,981,374+74.4% | Added |
| Northern Trust Corp | 4,291,811 | $413.1M | 0.07% | −95,670−2.2% | Reduced |
| Sarasin & Partners LLP | 4,135,271 | $398.1M | 3.53% | +883,659+27.2% | Added |
| Invesco Ltd. | 3,552,450 | $342.0M | 0.07% | −85,348−2.3% | Reduced |
| Bank of America Corp | 3,472,801 | $334.3M | 0.03% | −113,598−3.2% | Reduced |
| FMR LLC | 3,434,830 | $330.6M | 0.02% | +397,958+13.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,348,789 | $322.4M | 0.39% | +157,671+4.9% | Added |
| Wellington Management Group LLP | 3,289,246 | $316.6M | 0.06% | +303,423+10.2% | Added |
| CIBC Private Wealth Group, LLC | 3,158,849 | $307.7M | 0.58% | −43,928−1.4% | Reduced |
| Bank of New York Mellon Corp | 3,153,208 | $303.5M | 0.06% | −420,503−11.8% | Reduced |
| UBS Asset Management Americas Inc | 3,114,264 | $299.8M | 0.09% | −49,241−1.6% | Reduced |
| Legal & General Group Plc | 2,986,818 | $287.5M | 0.08% | −80,485−2.6% | Reduced |
| Capital Research Global Investors | 2,778,315 | $267.4M | 0.06% | −743,266−21.1% | Reduced |
| StonePine Asset Management Inc. | 2,737,997 | $263.6M | 2.80% | +864,646+46.2% | Added |
| Schroder Investment Management Group | 2,658,966 | $256.0M | 0.28% | +348,864+15.1% | Added |
| Dimensional Fund Advisors LP | 2,523,091 | $242.9M | 0.06% | +101,955+4.2% | Added |
| Menora Mivtachim Holdings Ltd. | 2,462,529 | $237.0M | 1.61% | +27,331+1.1% | Added |
| USS Investment Management Ltd | 2,315,953 | $223.0M | 1.79% | +111,373+5.1% | Added |
| Goldman Sachs Group Inc | 2,239,876 | $215.6M | 0.04% | −328,460−12.8% | Reduced |
| Charles Schwab Investment Management Inc | 2,238,250 | $215.5M | 0.04% | +42,662+1.9% | Added |
| London Co of Virginia | 2,209,771 | $212.7M | 1.20% | +27,146+1.2% | Added |
| Los Angeles Capital Management LLC | 2,158,362 | $207.8M | 0.74% | −169,169−7.3% | Reduced |
| Boston Partners | 2,007,420 | $193.3M | 0.24% | −11,577−0.6% | Reduced |
| Omers Administration Corp | 1,963,820 | $189.0M | 1.82% | −360,196−15.5% | Reduced |
| Price T Rowe Associates Inc | 1,955,548 | $188.2M | 0.02% | −309,701−13.7% | Reduced |
| Primecap Management Co | 1,813,291 | $174.5M | 0.13% | −71,650−3.8% | Reduced |
| Fundsmith Investment Services Ltd. | 1,775,827 | $170.9M | 2.21% | +74,985+4.4% | Added |
| Guinness Asset Management LTD | 1,769,761 | $170.3M | 3.51% | +6,362+0.4% | Added |
| Jennison Associates LLC | 1,516,365 | $146.0M | 0.09% | +144,320+10.5% | Added |
| Voloridge Investment Management, LLC | 1,483,971 | $142.8M | 0.53% | +159,440+12.0% | Added |
| Deutsche Bank AG | 1,476,958 | $142.2M | 0.06% | +25,706+1.8% | Added |
| Jacobs Levy Equity Management, Inc | 1,469,399 | $141.4M | 0.58% | −238,895−14.0% | Reduced |
| Pictet Asset Management Holding SA | 1,430,245 | $137.7M | 0.16% | −105,650−6.9% | Reduced |
| Clearbridge Investments, LLC | 1,335,162 | $128.5M | 0.10% | +13,092+1.0% | Added |
| UBS Group AG | 1,230,663 | $118.5M | 0.04% | +335,824+37.5% | Added |
| Swiss National Bank | 1,200,443 | $115.6M | 0.08% | −25,200−2.1% | Reduced |
| Russell Investments Group, Ltd. | 1,145,496 | $110.2M | 0.18% | −139,892−10.9% | Reduced |
| State of Wisconsin Investment Board | 1,126,774 | $108.5M | 0.29% | −624,682−35.7% | Reduced |
| Aviva PLC | 1,106,042 | $106.5M | 0.30% | +115,464+11.7% | Added |
| Fisher Asset Management, LLC | 1,099,499 | $105.8M | 0.05% | +25,009+2.3% | Added |
| National Pension Service | 1,069,714 | $103.0M | 0.12% | +5,411+0.5% | Added |
| Canoe Financial LP | 1,018,485 | $101.1M | 1.87% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 1,038,819 | $97.9M | 2.26% | +3,371+0.3% | Added |
| Fayez Sarofim & Co | 1,012,715 | $97.5M | 0.26% | +57,795+6.1% | Added |
| Amundi | 953,448 | $92.0M | 0.04% | −370,211−28.0% | Reduced |
| Barclays PLC | 932,170 | $89.7M | 0.04% | −268,596−22.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 931,453 | $89.7M | 0.07% | −77,725−7.7% | Reduced |
| First Trust Advisors LP | 926,359 | $89.2M | 0.09% | +612,977+195.6% | Added |
| HighTower Advisors, LLC | 886,487 | $85.3M | 0.13% | −24,749−2.7% | Reduced |
| Nuveen Asset Management, LLC | 881,563 | $84.9M | 0.02% | −105,771−10.7% | Reduced |
| Gates Capital Management, Inc. | 853,948 | $82.2M | 2.48% | −44,291−4.9% | Reduced |
| Parnassus Investments | 851,867 | $82.0M | 0.18% | −72,798−7.9% | Reduced |
| Brown Brothers Harriman & Co | 815,179 | $78.5M | 0.59% | +786,897+2,782.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 815,129 | $78.5M | 0.20% | +188,254+30.0% | Added |
| Neuberger Berman Group LLC | 792,305 | $76.3M | 0.06% | −9,985−1.2% | Reduced |
| Rhumbline Advisers | 780,383 | $75.1M | 0.07% | −20,813−2.6% | Reduced |
| Royal Bank of Canada | 768,034 | $73.9M | 0.02% | −194,458−20.2% | Reduced |
| Voya Investment Management LLC | 763,281 | $73.5M | 0.07% | +50,414+7.1% | Added |
| Macquarie Group Ltd | 737,601 | $71.0M | 0.08% | −11,938−1.6% | Reduced |
| California Public Employees Retirement System | 697,178 | $67.1M | 0.05% | −39,224−5.3% | Reduced |
| Manufacturers Life Insurance Company, The | 659,892 | $63.5M | 0.06% | −253,339−27.7% | Reduced |
| California State Teachers Retirement System | 656,654 | $63.2M | 0.08% | +5,131+0.8% | Added |
| HSBC Holdings PLC | 638,139 | $61.4M | 0.04% | −163,508−20.4% | Reduced |
| Wells Fargo & Company | 635,975 | $61.2M | 0.02% | −30,417−4.6% | Reduced |
| Pinebridge Investments, L.P. | 626,406 | $60.3M | 0.49% | −130,989−17.3% | Reduced |
| American Century Companies Inc | 623,176 | $60.0M | 0.04% | −101,380−14.0% | Reduced |
| Great West Life Assurance Co | 609,436 | $58.7M | 0.11% | −48,481−7.4% | Reduced |
| HM Payson & Co | 566,837 | $54.6M | 0.99% | +134,333+31.1% | Added |
| Railway Pension Investments Ltd | 563,900 | $54.3M | 0.65% | +14,000+2.5% | Added |
| Artisan Partners Limited Partnership | 550,844 | $53.0M | 0.08% | −3,866−0.7% | Reduced |
| Victory Capital Management Inc | 527,337 | $50.8M | 0.05% | +208,322+65.3% | Added |
| Envestnet Asset Management Inc | 507,077 | $48.8M | 0.02% | +1,045+0.2% | Added |
| Federated Hermes, Inc. | 473,024 | $45.5M | 0.11% | +116,646+32.7% | Added |
| State Board of Administration of Florida Retirement System | 472,860 | $45.5M | 0.09% | −4,618−1.0% | Reduced |
| Principal Financial Group Inc | 464,783 | $44.7M | 0.03% | −3,882−0.8% | Reduced |
| Citigroup Inc | 460,871 | $44.4M | 0.04% | +62,683+15.7% | Added |
| Squarepoint Ops LLC | 454,701 | $43.8M | 0.16% | −413,240−47.6% | Reduced |
| Rathbone Brothers plc | 454,207 | $43.7M | 0.24% | +28,318+6.6% | Added |
| The PNC Financial Services Group, Inc. | 449,725 | $43.3M | 0.03% | −13,007−2.8% | Reduced |
| Man Group plc | 430,581 | $41.4M | 0.11% | −343,161−44.4% | Reduced |
| Comgest Global Investors S.A.S. | 423,056 | $40.7M | 0.56% | −67,195−13.7% | Reduced |
| Bahl & Gaynor Inc | 416,775 | $40.1M | 0.22% | +14,185+3.5% | Added |
| FIFTHDELTA Ltd | 400,200 | $38.5M | 8.39% | +400,200 | New |
| Bank of Montreal | 381,356 | $36.8M | 0.02% | +2,245+0.6% | Added |
| Pensioenfonds Rail & Ov | 379,699 | $36.5M | 2.74% | −6,441−1.7% | Reduced |
| J. Stern & Co. LLP | 378,613 | $36.4M | 4.34% | +59,963+18.8% | Added |
| New York State Common Retirement Fund | 364,787 | $35.1M | 0.05% | −4,210−1.1% | Reduced |