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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 103,324 | $9.95M | 0.04% | −4,783−4.4% | Reduced |
| Citadel Advisors LLC | 103,404 | $9.95M | 0.01% | +97,420+1,628.0% | Added |
| Federation des caisses Desjardins du Quebec | 104,426 | $10.1M | 0.05% | −4,625−4.2% | Reduced |
| Corebridge Financial, Inc. | 104,623 | $10.1M | 0.06% | +104,623 | New |
| Pictet North America Advisors SA | 105,812 | $10.2M | 1.11% | +76,683+263.3% | Added |
| SG Americas Securities, LLC | 105,986 | $10.2M | 0.06% | −53,492−33.5% | Reduced |
| Comerica Bank | 107,736 | $10.4M | 0.04% | −2,107−1.9% | Reduced |
| MetLife Investment Management | 107,836 | $10.4M | 0.06% | +11,741+12.2% | Added |
| Cullen/Frost Bankers, Inc. | 109,950 | $10.6M | 0.15% | +64+0.1% | Added |
| Andra AP-fonden | 110,534 | $10.6M | 0.18% | +6,300+6.0% | Added |
| State of Michigan Retirement System | 110,707 | $10.7M | 0.05% | −400−0.4% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $11.0M | 0.11% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 116,262 | $11.2M | 0.04% | −22,009−15.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 116,733 | $11.2M | 0.12% | +1,081+0.9% | Added |
| Impax Asset Management Group plc | 117,498 | $11.3M | 0.05% | −205,233−63.6% | Reduced |
| Arizona State Retirement System | 117,544 | $11.3M | 0.08% | +99+0.1% | Added |
| Nisa Investment Advisors, LLC | 119,065 | $11.5M | 0.07% | +314+0.3% | Added |
| Forsta Ap-Fonden | 120,500 | $11.6M | 0.10% | −10,800−8.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 123,571 | $11.9M | 0.07% | −15,062−10.9% | Reduced |
| Prospector Partners LLC | 123,925 | $11.9M | 1.40% | +780+0.6% | Added |
| MAI Capital Management | 124,322 | $12.0M | 0.12% | −3,429−2.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 129,478 | $12.5M | 0.04% | +15,578+13.7% | Added |
| State of New Jersey Common Pension Fund D | 133,610 | $12.9M | 0.06% | −88,851−39.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 135,646 | $13.1M | 0.06% | −219−0.2% | Reduced |
| CIBC Asset Management Inc | 143,086 | $13.8M | 0.05% | −4,119−2.8% | Reduced |
| Gotham Asset Management, LLC | 148,237 | $14.3M | 0.18% | +38,434+35.0% | Added |
| Asset Management One Co.,Ltd. | 148,747 | $14.3M | 0.05% | −6,345−4.1% | Reduced |
| Tiaa Trust, National Association | 149,335 | $14.4M | 0.04% | +2,968+2.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 151,166 | $14.6M | 1.76% | +2,559+1.7% | Added |
| AXA S.A. | 153,535 | $14.8M | 0.04% | −14,993−8.9% | Reduced |
| Commonwealth Equity Services, LLC | 154,560 | $14.9M | 0.02% | +1,459+1.0% | Added |
| Creative Planning | 155,373 | $15.0M | 0.02% | +5,067+3.4% | Added |
| Public Employees Retirement System of Ohio | 157,903 | $15.2M | 0.06% | −5,264−3.2% | Reduced |
| LPL Financial LLC | 158,088 | $15.2M | 0.01% | +18,769+13.5% | Added |
| Mn Services Vermogensbeheer B.V. | 160,900 | $15.5M | 0.11% | −4,600−2.8% | Reduced |
| SEI Investments Co | 162,773 | $15.7M | 0.02% | −3,634−2.2% | Reduced |
| Davidson Investment Advisors | 163,498 | $15.7M | 0.81% | −54,911−25.1% | Reduced |
| Kempen Capital Management N.V. | 163,898 | $15.8M | 0.18% | −25,074−13.3% | Reduced |
| Standard Life Aberdeen plc | 163,945 | $15.8M | 0.03% | −34,424−17.4% | Reduced |
| M&T Bank Corp | 165,448 | $15.9M | 0.05% | +13,273+8.7% | Added |
| TD Asset Management Inc | 167,156 | $16.1M | 0.02% | +5,327+3.3% | Added |
| Brown Advisory Inc | 167,713 | $16.1M | 0.02% | −17,054−9.2% | Reduced |
| PGGM Investments | 170,081 | $16.4M | 0.23% | 00.0% | Unchanged |
| Credit Agricole S A | 171,158 | $16.5M | 0.10% | +139,169+435.1% | Added |
| Nordea Investment Management AB | 172,030 | $16.5M | 0.02% | −291,160−62.9% | Reduced |
| Copeland Capital Management, LLC | 174,945 | $16.8M | 0.32% | +6,114+3.6% | Added |
| Treasurer of the State of North Carolina | 175,846 | $16.9M | 0.07% | −8,875−4.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 177,891 | $17.1M | 0.53% | +3,287+1.9% | Added |
| Raymond James & Associates | 182,937 | $17.6M | 0.01% | −5,103−2.7% | Reduced |
| Korea Investment CORP | 185,133 | $17.8M | 0.04% | −238,582−56.3% | Reduced |
| Illinois Municipal Retirement Fund | 185,300 | $17.8M | 0.27% | 00.0% | Unchanged |
| National Bank of Canada | 190,895 | $18.1M | 0.03% | +24,485+14.7% | Added |
| Banco Santander, S.A. | 190,441 | $18.3M | 0.23% | +4,370+2.3% | Added |
| CI Private Wealth, LLC | 196,442 | $18.9M | 0.03% | −16,079−7.6% | Reduced |
| Royal London Asset Management Ltd | 197,620 | $19.0M | 0.05% | +14,866+8.1% | Added |
| Public Sector Pension Investment Board | 198,871 | $19.1M | 0.12% | +6,259+3.2% | Added |
| APG Asset Management N.V. | 216,770 | $19.5M | 0.03% | +76,523+54.6% | Added |
| DekaBank Deutsche Girozentrale | 205,529 | $19.7M | 0.04% | +42,803+26.3% | Added |
| Toronto Dominion Bank | 205,836 | $19.8M | 0.03% | −31,364−13.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 208,532 | $20.1M | 0.04% | −48,688−18.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 211,411 | $20.4M | 0.22% | −1,833−0.9% | Reduced |
| US Bancorp | 212,772 | $20.5M | 0.03% | −6,293−2.9% | Reduced |
| Handelsbanken Fonder AB | 215,219 | $20.7M | 0.09% | +6,924+3.3% | Added |
| Swedbank AB | 220,119 | $21.2M | 0.03% | −818−0.4% | Reduced |
| Danske Bank A/S | 220,481 | $21.2M | 0.08% | −26,800−10.8% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 222,346 | $21.4M | 0.07% | −3,616−1.6% | Reduced |
| AQR Capital Management LLC | 226,160 | $21.7M | 0.03% | +32,785+17.0% | Added |
| Millennium Management LLC | 228,455 | $22.0M | 0.02% | +87,057+61.6% | Added |
| Equitable Trust Co | 237,789 | $22.9M | 1.57% | −6,531−2.7% | Reduced |
| Banque Pictet & Cie SA | 242,585 | $23.4M | 0.24% | −43,093−15.1% | Reduced |
| Jane Street Group, LLC | 242,814 | $23.4M | 0.03% | −17,579−6.8% | Reduced |
| Ensign Peak Advisors, Inc | 243,012 | $23.4M | 0.04% | −1,590−0.7% | Reduced |
| Factory Mutual Insurance Co | 244,000 | $23.5M | 0.27% | +26,700+12.3% | Added |
| Border to Coast Pensions Partnership Ltd | 251,754 | $24.2M | 0.57% | −8,965−3.4% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 260,760 | $25.1M | 1.10% | −8,090−3.0% | Reduced |
| Quintet Private Bank (Europe) S.A. | 233,529 | $25.5M | 1.48% | −23,635−9.2% | Reduced |
| Natixis Advisors, L.P. | 266,752 | $25.7M | 0.06% | +50,089+23.1% | Added |
| Canada Pension Plan Investment Board | 273,972 | $26.4M | 0.03% | +20,593+8.1% | Added |
| Prudential Financial Inc | 283,503 | $27.3M | 0.04% | −104,293−26.9% | Reduced |
| Ameriprise Financial Inc | 285,817 | $27.5M | 0.01% | −3,951−1.4% | Reduced |
| Prio Wealth Limited Partnership | 285,977 | $27.5M | 0.82% | −29,251−9.3% | Reduced |
| Natixis | 291,277 | $28.0M | 0.18% | +253,785+676.9% | Added |
| Candriam Luxembourg S.C.A. | 292,630 | $28.2M | 0.17% | +2,858+1.0% | Added |
| Welch & Forbes LLC | 293,039 | $28.2M | 0.38% | −2,853−1.0% | Reduced |
| J. Safra Sarasin Holding AG | 295,396 | $28.4M | 0.52% | +295,396 | New |
| Mitsubishi UFJ Trust & Banking Corp | 310,144 | $29.9M | 0.07% | −198−0.1% | Reduced |
| Ofi Invest Asset Management | 359,670 | $32.3M | 0.86% | −7,545−2.1% | Reduced |
| KBC Group NV | 336,744 | $32.4M | 0.10% | −45,525−11.9% | Reduced |
| Storebrand Asset Management AS | 338,487 | $32.6M | 0.11% | +71,064+26.6% | Added |
| New York State Teachers Retirement System | 338,544 | $32.6M | 0.07% | −8,482−2.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 341,793 | $32.9M | 0.03% | −749,207−68.7% | Reduced |
| New York State Common Retirement Fund | 364,787 | $35.1M | 0.05% | −4,210−1.1% | Reduced |
| J. Stern & Co. LLP | 378,613 | $36.4M | 4.34% | +59,963+18.8% | Added |
| Pensioenfonds Rail & Ov | 379,699 | $36.5M | 2.74% | −6,441−1.7% | Reduced |
| Bank of Montreal | 381,356 | $36.8M | 0.02% | +2,245+0.6% | Added |
| FIFTHDELTA Ltd | 400,200 | $38.5M | 8.39% | +400,200 | New |
| Bahl & Gaynor Inc | 416,775 | $40.1M | 0.22% | +14,185+3.5% | Added |
| Comgest Global Investors S.A.S. | 423,056 | $40.7M | 0.56% | −67,195−13.7% | Reduced |
| Man Group plc | 430,581 | $41.4M | 0.11% | −343,161−44.4% | Reduced |
| The PNC Financial Services Group, Inc. | 449,725 | $43.3M | 0.03% | −13,007−2.8% | Reduced |