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 |
|---|---|---|---|---|---|
| Rathbone Brothers plc | 454,207 | $43.7M | 0.24% | +28,318+6.6% | Added |
| Squarepoint Ops LLC | 454,701 | $43.8M | 0.16% | −413,240−47.6% | Reduced |
| Citigroup Inc | 460,871 | $44.4M | 0.04% | +62,683+15.7% | Added |
| Principal Financial Group Inc | 464,783 | $44.7M | 0.03% | −3,882−0.8% | Reduced |
| State Board of Administration of Florida Retirement System | 472,860 | $45.5M | 0.09% | −4,618−1.0% | Reduced |
| Federated Hermes, Inc. | 473,024 | $45.5M | 0.11% | +116,646+32.7% | Added |
| Envestnet Asset Management Inc | 507,077 | $48.8M | 0.02% | +1,045+0.2% | Added |
| Victory Capital Management Inc | 527,337 | $50.8M | 0.05% | +208,322+65.3% | Added |
| Artisan Partners Limited Partnership | 550,844 | $53.0M | 0.08% | −3,866−0.7% | Reduced |
| Railway Pension Investments Ltd | 563,900 | $54.3M | 0.65% | +14,000+2.5% | Added |
| HM Payson & Co | 566,837 | $54.6M | 0.99% | +134,333+31.1% | Added |
| Great West Life Assurance Co | 609,436 | $58.7M | 0.11% | −48,481−7.4% | Reduced |
| American Century Companies Inc | 623,176 | $60.0M | 0.04% | −101,380−14.0% | Reduced |
| Pinebridge Investments, L.P. | 626,406 | $60.3M | 0.49% | −130,989−17.3% | Reduced |
| Wells Fargo & Company | 635,975 | $61.2M | 0.02% | −30,417−4.6% | Reduced |
| HSBC Holdings PLC | 638,139 | $61.4M | 0.04% | −163,508−20.4% | Reduced |
| California State Teachers Retirement System | 656,654 | $63.2M | 0.08% | +5,131+0.8% | Added |
| Manufacturers Life Insurance Company, The | 659,892 | $63.5M | 0.06% | −253,339−27.7% | Reduced |
| California Public Employees Retirement System | 697,178 | $67.1M | 0.05% | −39,224−5.3% | Reduced |
| Macquarie Group Ltd | 737,601 | $71.0M | 0.08% | −11,938−1.6% | Reduced |
| Voya Investment Management LLC | 763,281 | $73.5M | 0.07% | +50,414+7.1% | Added |
| Royal Bank of Canada | 768,034 | $73.9M | 0.02% | −194,458−20.2% | Reduced |
| Rhumbline Advisers | 780,383 | $75.1M | 0.07% | −20,813−2.6% | Reduced |
| Neuberger Berman Group LLC | 792,305 | $76.3M | 0.06% | −9,985−1.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 815,129 | $78.5M | 0.20% | +188,254+30.0% | Added |
| Brown Brothers Harriman & Co | 815,179 | $78.5M | 0.59% | +786,897+2,782.3% | Added |
| Parnassus Investments | 851,867 | $82.0M | 0.18% | −72,798−7.9% | Reduced |
| Gates Capital Management, Inc. | 853,948 | $82.2M | 2.48% | −44,291−4.9% | Reduced |
| Nuveen Asset Management, LLC | 881,563 | $84.9M | 0.02% | −105,771−10.7% | Reduced |
| HighTower Advisors, LLC | 886,487 | $85.3M | 0.13% | −24,749−2.7% | Reduced |
| First Trust Advisors LP | 926,359 | $89.2M | 0.09% | +612,977+195.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 931,453 | $89.7M | 0.07% | −77,725−7.7% | Reduced |
| Barclays PLC | 932,170 | $89.7M | 0.04% | −268,596−22.4% | Reduced |
| Amundi | 953,448 | $92.0M | 0.04% | −370,211−28.0% | Reduced |
| Fayez Sarofim & Co | 1,012,715 | $97.5M | 0.26% | +57,795+6.1% | Added |
| Lazard Freres Gestion S.A.S. | 1,038,819 | $97.9M | 2.26% | +3,371+0.3% | Added |
| Canoe Financial LP | 1,018,485 | $101.1M | 1.87% | 00.0% | Unchanged |
| National Pension Service | 1,069,714 | $103.0M | 0.12% | +5,411+0.5% | Added |
| Fisher Asset Management, LLC | 1,099,499 | $105.8M | 0.05% | +25,009+2.3% | Added |
| Aviva PLC | 1,106,042 | $106.5M | 0.30% | +115,464+11.7% | Added |
| State of Wisconsin Investment Board | 1,126,774 | $108.5M | 0.29% | −624,682−35.7% | Reduced |
| Russell Investments Group, Ltd. | 1,145,496 | $110.2M | 0.18% | −139,892−10.9% | Reduced |
| Swiss National Bank | 1,200,443 | $115.6M | 0.08% | −25,200−2.1% | Reduced |
| UBS Group AG | 1,230,663 | $118.5M | 0.04% | +335,824+37.5% | Added |
| Clearbridge Investments, LLC | 1,335,162 | $128.5M | 0.10% | +13,092+1.0% | Added |
| Pictet Asset Management Holding SA | 1,430,245 | $137.7M | 0.16% | −105,650−6.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,469,399 | $141.4M | 0.58% | −238,895−14.0% | Reduced |
| Deutsche Bank AG | 1,476,958 | $142.2M | 0.06% | +25,706+1.8% | Added |
| Voloridge Investment Management, LLC | 1,483,971 | $142.8M | 0.53% | +159,440+12.0% | Added |
| Jennison Associates LLC | 1,516,365 | $146.0M | 0.09% | +144,320+10.5% | Added |
| Guinness Asset Management LTD | 1,769,761 | $170.3M | 3.51% | +6,362+0.4% | Added |
| Fundsmith Investment Services Ltd. | 1,775,827 | $170.9M | 2.21% | +74,985+4.4% | Added |
| Primecap Management Co | 1,813,291 | $174.5M | 0.13% | −71,650−3.8% | Reduced |
| Price T Rowe Associates Inc | 1,955,548 | $188.2M | 0.02% | −309,701−13.7% | Reduced |
| Omers Administration Corp | 1,963,820 | $189.0M | 1.82% | −360,196−15.5% | Reduced |
| Boston Partners | 2,007,420 | $193.3M | 0.24% | −11,577−0.6% | Reduced |
| Los Angeles Capital Management LLC | 2,158,362 | $207.8M | 0.74% | −169,169−7.3% | Reduced |
| London Co of Virginia | 2,209,771 | $212.7M | 1.20% | +27,146+1.2% | Added |
| Charles Schwab Investment Management Inc | 2,238,250 | $215.5M | 0.04% | +42,662+1.9% | Added |
| Goldman Sachs Group Inc | 2,239,876 | $215.6M | 0.04% | −328,460−12.8% | Reduced |
| USS Investment Management Ltd | 2,315,953 | $223.0M | 1.79% | +111,373+5.1% | Added |
| Menora Mivtachim Holdings Ltd. | 2,462,529 | $237.0M | 1.61% | +27,331+1.1% | Added |
| Dimensional Fund Advisors LP | 2,523,091 | $242.9M | 0.06% | +101,955+4.2% | Added |
| Schroder Investment Management Group | 2,658,966 | $256.0M | 0.28% | +348,864+15.1% | Added |
| StonePine Asset Management Inc. | 2,737,997 | $263.6M | 2.80% | +864,646+46.2% | Added |
| Capital Research Global Investors | 2,778,315 | $267.4M | 0.06% | −743,266−21.1% | Reduced |
| Legal & General Group Plc | 2,986,818 | $287.5M | 0.08% | −80,485−2.6% | Reduced |
| UBS Asset Management Americas Inc | 3,114,264 | $299.8M | 0.09% | −49,241−1.6% | Reduced |
| Bank of New York Mellon Corp | 3,153,208 | $303.5M | 0.06% | −420,503−11.8% | Reduced |
| CIBC Private Wealth Group, LLC | 3,158,849 | $307.7M | 0.58% | −43,928−1.4% | Reduced |
| Wellington Management Group LLP | 3,289,246 | $316.6M | 0.06% | +303,423+10.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,348,789 | $322.4M | 0.39% | +157,671+4.9% | Added |
| FMR LLC | 3,434,830 | $330.6M | 0.02% | +397,958+13.1% | Added |
| Bank of America Corp | 3,472,801 | $334.3M | 0.03% | −113,598−3.2% | Reduced |
| Invesco Ltd. | 3,552,450 | $342.0M | 0.07% | −85,348−2.3% | Reduced |
| Sarasin & Partners LLP | 4,135,271 | $398.1M | 3.53% | +883,659+27.2% | Added |
| Northern Trust Corp | 4,291,811 | $413.1M | 0.07% | −95,670−2.2% | Reduced |
| Franklin Resources Inc | 4,642,873 | $446.9M | 0.14% | +1,981,374+74.4% | Added |
| BLS Capital Fondsmaeglerselskab A/S | 4,684,927 | $451.0M | 13.50% | −382,252−7.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,841,268 | $466.0M | 1.57% | +204,190+4.4% | Added |
| Fundsmith LLPSuperinvestorFundsmith | 6,138,278 | $590.9M | 2.41% | −156,825−2.5% | Reduced |
| Fiera Capital Corp | 7,019,748 | $675.7M | 2.09% | −600,289−7.9% | Reduced |
| Norges Bank | 7,272,798 | $700.1M | 0.10% | +279,355+4.0% | Added |
| Massachusetts Financial Services Co | 8,247,918 | $793.9M | 0.24% | +907,972+12.4% | Added |
| Geode Capital Management, LLC | 10,879,628 | $1.05B | 0.09% | +154,110+1.4% | Added |
| Morgan Stanley | 12,438,785 | $1.20B | 0.09% | −534,036−4.1% | Reduced |
| State Street Corp | 16,067,369 | $1.55B | 0.07% | +332,837+2.1% | Added |
| JPMorgan Chase & Co | 19,914,085 | $1.92B | 0.17% | +8,758,249+78.5% | Added |
| Alliancebernstein L.P. | 21,929,906 | $2.11B | 0.74% | +340,009+1.6% | Added |
| BlackRock Inc. | 34,512,064 | $3.32B | 0.08% | −224,077−0.6% | Reduced |
| Vanguard Group Inc | 45,086,610 | $4.34B | 0.08% | −150,838−0.3% | Reduced |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| Ako Capital LLP | 0 | $0 | 0.00% | −761,938−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −444,205−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −409,200−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −216,200−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −107,841−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −85,494−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −84,652−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −83,792−100.0% | Sold out |