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 |
|---|---|---|---|---|---|
| Arrowstreet Capital, Limited Partnership | 341,793 | $32.9M | 0.03% | −749,207−68.7% | Reduced |
| New York State Teachers Retirement System | 338,544 | $32.6M | 0.07% | −8,482−2.4% | Reduced |
| Storebrand Asset Management AS | 338,487 | $32.6M | 0.11% | +71,064+26.6% | Added |
| KBC Group NV | 336,744 | $32.4M | 0.10% | −45,525−11.9% | Reduced |
| Ofi Invest Asset Management | 359,670 | $32.3M | 0.86% | −7,545−2.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 310,144 | $29.9M | 0.07% | −198−0.1% | Reduced |
| J. Safra Sarasin Holding AG | 295,396 | $28.4M | 0.52% | +295,396 | New |
| Welch & Forbes LLC | 293,039 | $28.2M | 0.38% | −2,853−1.0% | Reduced |
| Candriam Luxembourg S.C.A. | 292,630 | $28.2M | 0.17% | +2,858+1.0% | Added |
| Natixis | 291,277 | $28.0M | 0.18% | +253,785+676.9% | Added |
| Prio Wealth Limited Partnership | 285,977 | $27.5M | 0.82% | −29,251−9.3% | Reduced |
| Ameriprise Financial Inc | 285,817 | $27.5M | 0.01% | −3,951−1.4% | Reduced |
| Prudential Financial Inc | 283,503 | $27.3M | 0.04% | −104,293−26.9% | Reduced |
| Canada Pension Plan Investment Board | 273,972 | $26.4M | 0.03% | +20,593+8.1% | Added |
| Natixis Advisors, L.P. | 266,752 | $25.7M | 0.06% | +50,089+23.1% | Added |
| Quintet Private Bank (Europe) S.A. | 233,529 | $25.5M | 1.48% | −23,635−9.2% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 260,760 | $25.1M | 1.10% | −8,090−3.0% | Reduced |
| Border to Coast Pensions Partnership Ltd | 251,754 | $24.2M | 0.57% | −8,965−3.4% | Reduced |
| Factory Mutual Insurance Co | 244,000 | $23.5M | 0.27% | +26,700+12.3% | Added |
| Ensign Peak Advisors, Inc | 243,012 | $23.4M | 0.04% | −1,590−0.7% | Reduced |
| Jane Street Group, LLC | 242,814 | $23.4M | 0.03% | −17,579−6.8% | Reduced |
| Banque Pictet & Cie SA | 242,585 | $23.4M | 0.24% | −43,093−15.1% | Reduced |
| Equitable Trust Co | 237,789 | $22.9M | 1.57% | −6,531−2.7% | Reduced |
| Millennium Management LLC | 228,455 | $22.0M | 0.02% | +87,057+61.6% | Added |
| AQR Capital Management LLC | 226,160 | $21.7M | 0.03% | +32,785+17.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 222,346 | $21.4M | 0.07% | −3,616−1.6% | Reduced |
| Danske Bank A/S | 220,481 | $21.2M | 0.08% | −26,800−10.8% | Reduced |
| Swedbank AB | 220,119 | $21.2M | 0.03% | −818−0.4% | Reduced |
| Handelsbanken Fonder AB | 215,219 | $20.7M | 0.09% | +6,924+3.3% | Added |
| US Bancorp | 212,772 | $20.5M | 0.03% | −6,293−2.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 211,411 | $20.4M | 0.22% | −1,833−0.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 208,532 | $20.1M | 0.04% | −48,688−18.9% | Reduced |
| Toronto Dominion Bank | 205,836 | $19.8M | 0.03% | −31,364−13.2% | Reduced |
| DekaBank Deutsche Girozentrale | 205,529 | $19.7M | 0.04% | +42,803+26.3% | Added |
| APG Asset Management N.V. | 216,770 | $19.5M | 0.03% | +76,523+54.6% | Added |
| Public Sector Pension Investment Board | 198,871 | $19.1M | 0.12% | +6,259+3.2% | Added |
| Royal London Asset Management Ltd | 197,620 | $19.0M | 0.05% | +14,866+8.1% | Added |
| CI Private Wealth, LLC | 196,442 | $18.9M | 0.03% | −16,079−7.6% | Reduced |
| Banco Santander, S.A. | 190,441 | $18.3M | 0.23% | +4,370+2.3% | Added |
| National Bank of Canada | 190,895 | $18.1M | 0.03% | +24,485+14.7% | Added |
| Illinois Municipal Retirement Fund | 185,300 | $17.8M | 0.27% | 00.0% | Unchanged |
| Korea Investment CORP | 185,133 | $17.8M | 0.04% | −238,582−56.3% | Reduced |
| Raymond James & Associates | 182,937 | $17.6M | 0.01% | −5,103−2.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 177,891 | $17.1M | 0.53% | +3,287+1.9% | Added |
| Treasurer of the State of North Carolina | 175,846 | $16.9M | 0.07% | −8,875−4.8% | Reduced |
| Copeland Capital Management, LLC | 174,945 | $16.8M | 0.32% | +6,114+3.6% | Added |
| Nordea Investment Management AB | 172,030 | $16.5M | 0.02% | −291,160−62.9% | Reduced |
| Credit Agricole S A | 171,158 | $16.5M | 0.10% | +139,169+435.1% | Added |
| PGGM Investments | 170,081 | $16.4M | 0.23% | 00.0% | Unchanged |
| Brown Advisory Inc | 167,713 | $16.1M | 0.02% | −17,054−9.2% | Reduced |
| TD Asset Management Inc | 167,156 | $16.1M | 0.02% | +5,327+3.3% | Added |
| M&T Bank Corp | 165,448 | $15.9M | 0.05% | +13,273+8.7% | Added |
| Standard Life Aberdeen plc | 163,945 | $15.8M | 0.03% | −34,424−17.4% | Reduced |
| Kempen Capital Management N.V. | 163,898 | $15.8M | 0.18% | −25,074−13.3% | Reduced |
| Davidson Investment Advisors | 163,498 | $15.7M | 0.81% | −54,911−25.1% | Reduced |
| SEI Investments Co | 162,773 | $15.7M | 0.02% | −3,634−2.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 160,900 | $15.5M | 0.11% | −4,600−2.8% | Reduced |
| LPL Financial LLC | 158,088 | $15.2M | 0.01% | +18,769+13.5% | Added |
| Public Employees Retirement System of Ohio | 157,903 | $15.2M | 0.06% | −5,264−3.2% | Reduced |
| Creative Planning | 155,373 | $15.0M | 0.02% | +5,067+3.4% | Added |
| Commonwealth Equity Services, LLC | 154,560 | $14.9M | 0.02% | +1,459+1.0% | Added |
| AXA S.A. | 153,535 | $14.8M | 0.04% | −14,993−8.9% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 151,166 | $14.6M | 1.76% | +2,559+1.7% | Added |
| Tiaa Trust, National Association | 149,335 | $14.4M | 0.04% | +2,968+2.0% | Added |
| Asset Management One Co.,Ltd. | 148,747 | $14.3M | 0.05% | −6,345−4.1% | Reduced |
| Gotham Asset Management, LLC | 148,237 | $14.3M | 0.18% | +38,434+35.0% | Added |
| CIBC Asset Management Inc | 143,086 | $13.8M | 0.05% | −4,119−2.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 135,646 | $13.1M | 0.06% | −219−0.2% | Reduced |
| State of New Jersey Common Pension Fund D | 133,610 | $12.9M | 0.06% | −88,851−39.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 129,478 | $12.5M | 0.04% | +15,578+13.7% | Added |
| MAI Capital Management | 124,322 | $12.0M | 0.12% | −3,429−2.7% | Reduced |
| Prospector Partners LLC | 123,925 | $11.9M | 1.40% | +780+0.6% | Added |
| Resona Asset Management Co.,Ltd. | 123,571 | $11.9M | 0.07% | −15,062−10.9% | Reduced |
| Forsta Ap-Fonden | 120,500 | $11.6M | 0.10% | −10,800−8.2% | Reduced |
| Nisa Investment Advisors, LLC | 119,065 | $11.5M | 0.07% | +314+0.3% | Added |
| Arizona State Retirement System | 117,544 | $11.3M | 0.08% | +99+0.1% | Added |
| Impax Asset Management Group plc | 117,498 | $11.3M | 0.05% | −205,233−63.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 116,733 | $11.2M | 0.12% | +1,081+0.9% | Added |
| Nomura Asset Management Co Ltd | 116,262 | $11.2M | 0.04% | −22,009−15.9% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $11.0M | 0.11% | 00.0% | Unchanged |
| State of Michigan Retirement System | 110,707 | $10.7M | 0.05% | −400−0.4% | Reduced |
| Andra AP-fonden | 110,534 | $10.6M | 0.18% | +6,300+6.0% | Added |
| Cullen/Frost Bankers, Inc. | 109,950 | $10.6M | 0.15% | +64+0.1% | Added |
| MetLife Investment Management | 107,836 | $10.4M | 0.06% | +11,741+12.2% | Added |
| Comerica Bank | 107,736 | $10.4M | 0.04% | −2,107−1.9% | Reduced |
| SG Americas Securities, LLC | 105,986 | $10.2M | 0.06% | −53,492−33.5% | Reduced |
| Pictet North America Advisors SA | 105,812 | $10.2M | 1.11% | +76,683+263.3% | Added |
| Corebridge Financial, Inc. | 104,623 | $10.1M | 0.06% | +104,623 | New |
| Federation des caisses Desjardins du Quebec | 104,426 | $10.1M | 0.05% | −4,625−4.2% | Reduced |
| Citadel Advisors LLC | 103,404 | $9.95M | 0.01% | +97,420+1,628.0% | Added |
| State of Tennessee, Treasury Department | 103,324 | $9.95M | 0.04% | −4,783−4.4% | Reduced |
| Meyer Handelman Co | 103,276 | $9.94M | 0.35% | +1,670+1.6% | Added |
| Vaughan Nelson Investment Management, L.P. | 101,998 | $9.82M | 0.09% | −66,361−39.4% | Reduced |
| Allied Investment Advisors, LLC | 101,951 | $9.81M | 2.30% | +1,612+1.6% | Added |
| DnB Asset Management AS | 101,289 | $9.75M | 0.05% | +3,460+3.5% | Added |
| Connecticut Wealth Management, LLC | 100,334 | $9.66M | 0.50% | −937−0.9% | Reduced |
| Susquehanna International Group, LLP | 97,612 | $9.40M | 0.02% | −12,623−11.5% | Reduced |
| United Capital Financial Advisers, LLC | 96,456 | $9.28M | 0.08% | −16,565−14.7% | Reduced |
| Anchor Capital Advisors LLC | 93,301 | $8.98M | 0.25% | −80−0.1% | Reduced |
| Cloverfields Capital Group, LP | 92,548 | $8.91M | 3.01% | −3,985−4.1% | Reduced |