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 |
|---|---|---|---|---|---|
| Aviso Financial Inc. | 40,992 | $3.95M | 0.22% | +40,992 | New |
| Captrust Financial Advisors | 41,996 | $4.04M | 0.01% | +796+1.9% | Added |
| Fiduciary Trust Co | 42,646 | $4.11M | 0.06% | −629−1.5% | Reduced |
| Bank of Nova Scotia | 42,906 | $4.13M | 0.01% | −21,746−33.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 42,936 | $4.13M | 0.05% | +4,545+11.8% | Added |
| TCW Group Inc | 43,366 | $4.17M | 0.04% | −7,064−14.0% | Reduced |
| Aureus Asset Management, LLC | 43,651 | $4.20M | 0.29% | −747−1.7% | Reduced |
| Daiwa Securities Group Inc. | 44,255 | $4.26M | 0.02% | −714−1.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 44,850 | $4.32M | 0.01% | +44,850 | New |
| Cetera Investment Advisers | 45,268 | $4.36M | 0.01% | −1,103−2.4% | Reduced |
| Mercer Global Advisors Inc | 45,432 | $4.36M | 0.01% | +1,014+2.3% | Added |
| Clifford Swan Investment Counsel LLC | 45,539 | $4.38M | 0.16% | −1,388−3.0% | Reduced |
| HRT Financial LP | 46,000 | $4.43M | 0.02% | +46,000 | New |
| Scotia Capital Inc. | 46,261 | $4.45M | 0.03% | +1,358+3.0% | Added |
| Rockefeller Capital Management L.P. | 46,312 | $4.46M | 0.01% | −759−1.6% | Reduced |
| Pathstone Holdings, LLC | 46,678 | $4.49M | 0.02% | +945+2.1% | Added |
| BNP Paribas | 47,316 | $4.50M | 0.23% | +191+0.4% | Added |
| First Manhattan Co | 46,877 | $4.51M | 0.01% | −3,522−7.0% | Reduced |
| Glenmede Trust Co NA | 47,004 | $4.52M | 0.02% | +3,076+7.0% | Added |
| William Allan, LLC | 47,074 | $4.53M | 3.03% | +202+0.4% | Added |
| Cohen Capital Management, Inc. | 47,686 | $4.59M | 0.79% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 48,100 | $4.63M | 0.40% | 00.0% | Unchanged |
| United Services Automobile Association | 49,237 | $4.74M | 0.12% | +35,386+255.5% | Added |
| Kanawha Capital Management LLC | 49,253 | $4.74M | 0.37% | +429+0.9% | Added |
| Brown Shipley& Co Ltd | 49,487 | $4.76M | 2.14% | +958+2.0% | Added |
| Brinker Capital Investments, LLC | 50,820 | $4.89M | 0.05% | −2,509−4.7% | Reduced |
| Orion Portfolio Solutions, LLC | 50,820 | $4.89M | 0.05% | −2,509−4.7% | Reduced |
| Mutual of America Capital Management LLC | 51,011 | $4.91M | 0.05% | −2,165−4.1% | Reduced |
| Public Employees Retirement Association of Colorado | 51,764 | $4.98M | 0.02% | −3,299−6.0% | Reduced |
| Achmea Investment Management B.V. | 52,021 | $5.01M | 0.09% | −4,263−7.6% | Reduced |
| CIBC World Markets Corp | 52,187 | $5.02M | 0.03% | +11,352+27.8% | Added |
| Nissay Asset Management Corp | 52,596 | $5.06M | 0.03% | +843+1.6% | Added |
| Mackenzie Financial Corp | 53,499 | $5.15M | 0.01% | +19,760+58.6% | Added |
| Graybill Bartz & Assoc Ltd | 54,214 | $5.22M | 2.12% | +690+1.3% | Added |
| Pacer Advisors, Inc. | 54,269 | $5.22M | 0.01% | −3,624−6.3% | Reduced |
| ING Groep NV | 54,407 | $5.24M | 0.03% | −1,152−2.1% | Reduced |
| Gateway Investment Advisers LLC | 54,539 | $5.25M | 0.06% | −142−0.3% | Reduced |
| Trexquant Investment LP | 54,614 | $5.26M | 0.08% | +40,314+281.9% | Added |
| Xponance, Inc. | 54,936 | $5.29M | 0.05% | −3,873−6.6% | Reduced |
| Foyston, Gordon, & Payne Inc | 55,194 | $5.31M | 1.31% | −623−1.1% | Reduced |
| Sheets Smith Wealth Management | 56,362 | $5.43M | 0.65% | −3,685−6.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 56,934 | $5.48M | 0.01% | −9,149−13.8% | Reduced |
| Janney Montgomery Scott LLC | 57,424 | $5.53M | 0.02% | +4,320+8.1% | Added |
| BTC Capital Management, Inc. | 57,777 | $5.56M | 0.52% | −995−1.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 58,850 | $5.66M | 0.01% | −7,489−11.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 59,126 | $5.69M | 1.33% | +245+0.4% | Added |
| Truist Financial Corp | 59,419 | $5.72M | 0.01% | −4,331−6.8% | Reduced |
| Van Eck Associates Corp | 59,941 | $5.77M | 0.01% | −8,316−12.2% | Reduced |
| Assenagon Asset Management S.A. | 60,341 | $5.81M | 0.01% | +28,949+92.2% | Added |
| Northwestern Mutual Wealth Management Co | 60,427 | $5.82M | 0.01% | +3,474+6.1% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 60,869 | $5.84M | 0.46% | +316+0.5% | Added |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 61,124 | $5.88M | 0.07% | +61,124 | New |
| Sawgrass Asset Management LLC | 61,393 | $5.91M | 0.64% | −1,054−1.7% | Reduced |
| New York Life Investment Management LLC | 61,696 | $5.94M | 0.06% | +457+0.7% | Added |
| Keybank National Association | 61,833 | $5.95M | 0.02% | −5,650−8.4% | Reduced |
| State of Alaska, Department of Revenue | 62,376 | $6.00M | 0.07% | −13,915−18.2% | Reduced |
| Yousif Capital Management, LLC | 63,604 | $6.12M | 0.07% | +48+0.1% | Added |
| Pictet & Cie (Europe) SA | 63,999 | $6.16M | 0.15% | −3,052−4.6% | Reduced |
| AdvisorShares Investments LLC | 64,996 | $6.17M | 1.07% | +4,454+7.4% | Added |
| Two Sigma Investments, LP | 65,900 | $6.34M | 0.02% | +52,100+377.5% | Added |
| Chartwell Investment Partners, LLC | 66,159 | $6.37M | 0.22% | +3,816+6.1% | Added |
| Janus Henderson Group PLC | 66,195 | $6.37M | 0.00% | −22,940−25.7% | Reduced |
| Bradley Foster & Sargent Inc | 66,221 | $6.37M | 0.11% | −1,099−1.6% | Reduced |
| Utah Retirement Systems | 66,552 | $6.41M | 0.08% | −4,900−6.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 67,099 | $6.46M | 0.05% | −136,087−67.0% | Reduced |
| Commerce Bank | 67,339 | $6.48M | 0.04% | −29,112−30.2% | Reduced |
| MML Investors Services, LLC | 68,170 | $6.56M | 0.03% | −13,300−16.3% | Reduced |
| Calamos Advisors LLC | 68,223 | $6.57M | 0.03% | −2,504−3.5% | Reduced |
| Mariner, LLC | 68,319 | $6.58M | 0.01% | −61−0.1% | Reduced |
| Trium Capital LLP | 68,457 | $6.59M | 2.34% | −21,951−24.3% | Reduced |
| Peapack Gladstone Financial Corp | 70,071 | $6.75M | 0.10% | +1,101+1.6% | Added |
| ProShare Advisors LLC | 71,287 | $6.86M | 0.02% | +3,701+5.5% | Added |
| Allianz Asset Management GmbH | 72,596 | $6.99M | 0.01% | −14,139−16.3% | Reduced |
| Delta Asset Management LLC | 72,857 | $7.01M | 0.63% | −763−1.0% | Reduced |
| Advisor Group Holdings, Inc. | 73,920 | $7.12M | 0.02% | +594+0.8% | Added |
| Czech National Bank | 77,048 | $7.42M | 0.08% | +5,708+8.0% | Added |
| Lincoln Capital LLC | 77,267 | $7.44M | 1.66% | −248−0.3% | Reduced |
| British Columbia Investment Management Corp | 77,657 | $7.48M | 0.05% | +28,640+58.4% | Added |
| EFG Asset Management (Americas) Corp. | 77,658 | $7.48M | 1.46% | +22,285+40.2% | Added |
| Varma Mutual Pension Insurance Co | 77,842 | $7.49M | 0.06% | −45,838−37.1% | Reduced |
| Osborne Partners Capital Management, LLC | 77,861 | $7.49M | 0.45% | +90+0.1% | Added |
| Amica Mutual Insurance Co | 78,482 | $7.55M | 0.75% | 00.0% | Unchanged |
| Windward Capital Management Co | 78,807 | $7.59M | 0.64% | −1,632−2.0% | Reduced |
| Ethic Inc. | 80,403 | $7.74M | 0.18% | +9,164+12.9% | Added |
| Amalgamated Bank | 81,720 | $7.87M | 0.07% | −3,733−4.4% | Reduced |
| IFM Investors Pty Ltd | 84,205 | $8.11M | 0.08% | +505+0.6% | Added |
| Stifel Financial Corp | 84,732 | $8.16M | 0.01% | −8,293−8.9% | Reduced |
| Schwartz Investment Counsel Inc | 85,000 | $8.18M | 0.30% | 00.0% | Unchanged |
| Antipodes Partners Ltd | 85,472 | $8.23M | 0.30% | −338−0.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 88,810 | $8.55M | 0.06% | −199−0.2% | Reduced |
| Retirement Systems of Alabama | 89,190 | $8.59M | 0.03% | −299−0.3% | Reduced |
| Cloverfields Capital Group, LP | 92,548 | $8.91M | 3.01% | −3,985−4.1% | Reduced |
| Anchor Capital Advisors LLC | 93,301 | $8.98M | 0.25% | −80−0.1% | Reduced |
| United Capital Financial Advisers, LLC | 96,456 | $9.28M | 0.08% | −16,565−14.7% | Reduced |
| Susquehanna International Group, LLP | 97,612 | $9.40M | 0.02% | −12,623−11.5% | Reduced |
| Connecticut Wealth Management, LLC | 100,334 | $9.66M | 0.50% | −937−0.9% | Reduced |
| DnB Asset Management AS | 101,289 | $9.75M | 0.05% | +3,460+3.5% | Added |
| Allied Investment Advisors, LLC | 101,951 | $9.81M | 2.30% | +1,612+1.6% | Added |
| Vaughan Nelson Investment Management, L.P. | 101,998 | $9.82M | 0.09% | −66,361−39.4% | Reduced |
| Meyer Handelman Co | 103,276 | $9.94M | 0.35% | +1,670+1.6% | Added |