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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 89,190 | $8.59M | 0.03% | −299−0.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 88,810 | $8.55M | 0.06% | −199−0.2% | Reduced |
| Antipodes Partners Ltd | 85,472 | $8.23M | 0.30% | −338−0.4% | Reduced |
| Schwartz Investment Counsel Inc | 85,000 | $8.18M | 0.30% | 00.0% | Unchanged |
| Stifel Financial Corp | 84,732 | $8.16M | 0.01% | −8,293−8.9% | Reduced |
| IFM Investors Pty Ltd | 84,205 | $8.11M | 0.08% | +505+0.6% | Added |
| Amalgamated Bank | 81,720 | $7.87M | 0.07% | −3,733−4.4% | Reduced |
| Ethic Inc. | 80,403 | $7.74M | 0.18% | +9,164+12.9% | Added |
| Windward Capital Management Co | 78,807 | $7.59M | 0.64% | −1,632−2.0% | Reduced |
| Amica Mutual Insurance Co | 78,482 | $7.55M | 0.75% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 77,861 | $7.49M | 0.45% | +90+0.1% | Added |
| Varma Mutual Pension Insurance Co | 77,842 | $7.49M | 0.06% | −45,838−37.1% | Reduced |
| EFG Asset Management (Americas) Corp. | 77,658 | $7.48M | 1.46% | +22,285+40.2% | Added |
| British Columbia Investment Management Corp | 77,657 | $7.48M | 0.05% | +28,640+58.4% | Added |
| Lincoln Capital LLC | 77,267 | $7.44M | 1.66% | −248−0.3% | Reduced |
| Czech National Bank | 77,048 | $7.42M | 0.08% | +5,708+8.0% | Added |
| Advisor Group Holdings, Inc. | 73,920 | $7.12M | 0.02% | +594+0.8% | Added |
| Delta Asset Management LLC | 72,857 | $7.01M | 0.63% | −763−1.0% | Reduced |
| Allianz Asset Management GmbH | 72,596 | $6.99M | 0.01% | −14,139−16.3% | Reduced |
| ProShare Advisors LLC | 71,287 | $6.86M | 0.02% | +3,701+5.5% | Added |
| Peapack Gladstone Financial Corp | 70,071 | $6.75M | 0.10% | +1,101+1.6% | Added |
| Trium Capital LLP | 68,457 | $6.59M | 2.34% | −21,951−24.3% | Reduced |
| Mariner, LLC | 68,319 | $6.58M | 0.01% | −61−0.1% | Reduced |
| Calamos Advisors LLC | 68,223 | $6.57M | 0.03% | −2,504−3.5% | Reduced |
| MML Investors Services, LLC | 68,170 | $6.56M | 0.03% | −13,300−16.3% | Reduced |
| Commerce Bank | 67,339 | $6.48M | 0.04% | −29,112−30.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 67,099 | $6.46M | 0.05% | −136,087−67.0% | Reduced |
| Utah Retirement Systems | 66,552 | $6.41M | 0.08% | −4,900−6.9% | Reduced |
| Bradley Foster & Sargent Inc | 66,221 | $6.37M | 0.11% | −1,099−1.6% | Reduced |
| Janus Henderson Group PLC | 66,195 | $6.37M | 0.00% | −22,940−25.7% | Reduced |
| Chartwell Investment Partners, LLC | 66,159 | $6.37M | 0.22% | +3,816+6.1% | Added |
| Two Sigma Investments, LP | 65,900 | $6.34M | 0.02% | +52,100+377.5% | Added |
| AdvisorShares Investments LLC | 64,996 | $6.17M | 1.07% | +4,454+7.4% | Added |
| Pictet & Cie (Europe) SA | 63,999 | $6.16M | 0.15% | −3,052−4.6% | Reduced |
| Yousif Capital Management, LLC | 63,604 | $6.12M | 0.07% | +48+0.1% | Added |
| State of Alaska, Department of Revenue | 62,376 | $6.00M | 0.07% | −13,915−18.2% | Reduced |
| Keybank National Association | 61,833 | $5.95M | 0.02% | −5,650−8.4% | Reduced |
| New York Life Investment Management LLC | 61,696 | $5.94M | 0.06% | +457+0.7% | Added |
| Sawgrass Asset Management LLC | 61,393 | $5.91M | 0.64% | −1,054−1.7% | Reduced |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 61,124 | $5.88M | 0.07% | +61,124 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 60,869 | $5.84M | 0.46% | +316+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 60,427 | $5.82M | 0.01% | +3,474+6.1% | Added |
| Assenagon Asset Management S.A. | 60,341 | $5.81M | 0.01% | +28,949+92.2% | Added |
| Van Eck Associates Corp | 59,941 | $5.77M | 0.01% | −8,316−12.2% | Reduced |
| Truist Financial Corp | 59,419 | $5.72M | 0.01% | −4,331−6.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 59,126 | $5.69M | 1.33% | +245+0.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 58,850 | $5.66M | 0.01% | −7,489−11.3% | Reduced |
| BTC Capital Management, Inc. | 57,777 | $5.56M | 0.52% | −995−1.7% | Reduced |
| Janney Montgomery Scott LLC | 57,424 | $5.53M | 0.02% | +4,320+8.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 56,934 | $5.48M | 0.01% | −9,149−13.8% | Reduced |
| Sheets Smith Wealth Management | 56,362 | $5.43M | 0.65% | −3,685−6.1% | Reduced |
| Foyston, Gordon, & Payne Inc | 55,194 | $5.31M | 1.31% | −623−1.1% | Reduced |
| Xponance, Inc. | 54,936 | $5.29M | 0.05% | −3,873−6.6% | Reduced |
| Trexquant Investment LP | 54,614 | $5.26M | 0.08% | +40,314+281.9% | Added |
| Gateway Investment Advisers LLC | 54,539 | $5.25M | 0.06% | −142−0.3% | Reduced |
| ING Groep NV | 54,407 | $5.24M | 0.03% | −1,152−2.1% | Reduced |
| Pacer Advisors, Inc. | 54,269 | $5.22M | 0.01% | −3,624−6.3% | Reduced |
| Graybill Bartz & Assoc Ltd | 54,214 | $5.22M | 2.12% | +690+1.3% | Added |
| Mackenzie Financial Corp | 53,499 | $5.15M | 0.01% | +19,760+58.6% | Added |
| Nissay Asset Management Corp | 52,596 | $5.06M | 0.03% | +843+1.6% | Added |
| CIBC World Markets Corp | 52,187 | $5.02M | 0.03% | +11,352+27.8% | Added |
| Achmea Investment Management B.V. | 52,021 | $5.01M | 0.09% | −4,263−7.6% | Reduced |
| Public Employees Retirement Association of Colorado | 51,764 | $4.98M | 0.02% | −3,299−6.0% | Reduced |
| Mutual of America Capital Management LLC | 51,011 | $4.91M | 0.05% | −2,165−4.1% | Reduced |
| 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 |
| Brown Shipley& Co Ltd | 49,487 | $4.76M | 2.14% | +958+2.0% | Added |
| Kanawha Capital Management LLC | 49,253 | $4.74M | 0.37% | +429+0.9% | Added |
| United Services Automobile Association | 49,237 | $4.74M | 0.12% | +35,386+255.5% | Added |
| Wesleyan Assurance Society | 48,100 | $4.63M | 0.40% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 47,686 | $4.59M | 0.79% | 00.0% | Unchanged |
| William Allan, LLC | 47,074 | $4.53M | 3.03% | +202+0.4% | Added |
| Glenmede Trust Co NA | 47,004 | $4.52M | 0.02% | +3,076+7.0% | Added |
| First Manhattan Co | 46,877 | $4.51M | 0.01% | −3,522−7.0% | Reduced |
| BNP Paribas | 47,316 | $4.50M | 0.23% | +191+0.4% | Added |
| Pathstone Holdings, LLC | 46,678 | $4.49M | 0.02% | +945+2.1% | Added |
| Rockefeller Capital Management L.P. | 46,312 | $4.46M | 0.01% | −759−1.6% | Reduced |
| Scotia Capital Inc. | 46,261 | $4.45M | 0.03% | +1,358+3.0% | Added |
| HRT Financial LP | 46,000 | $4.43M | 0.02% | +46,000 | New |
| Clifford Swan Investment Counsel LLC | 45,539 | $4.38M | 0.16% | −1,388−3.0% | Reduced |
| Mercer Global Advisors Inc | 45,432 | $4.36M | 0.01% | +1,014+2.3% | Added |
| Cetera Investment Advisers | 45,268 | $4.36M | 0.01% | −1,103−2.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 44,850 | $4.32M | 0.01% | +44,850 | New |
| Daiwa Securities Group Inc. | 44,255 | $4.26M | 0.02% | −714−1.6% | Reduced |
| Aureus Asset Management, LLC | 43,651 | $4.20M | 0.29% | −747−1.7% | Reduced |
| TCW Group Inc | 43,366 | $4.17M | 0.04% | −7,064−14.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 42,936 | $4.13M | 0.05% | +4,545+11.8% | Added |
| Bank of Nova Scotia | 42,906 | $4.13M | 0.01% | −21,746−33.6% | Reduced |
| Fiduciary Trust Co | 42,646 | $4.11M | 0.06% | −629−1.5% | Reduced |
| Captrust Financial Advisors | 41,996 | $4.04M | 0.01% | +796+1.9% | Added |
| Aviso Financial Inc. | 40,992 | $3.95M | 0.22% | +40,992 | New |
| Wealthfront Advisers LLC | 39,985 | $3.85M | 0.01% | +889+2.3% | Added |
| Farmers & Merchants Investments Inc | 38,491 | $3.71M | 0.12% | +87+0.2% | Added |
| Cacti Asset Management LLC | 38,404 | $3.69M | 0.30% | 00.0% | Unchanged |
| Regions Financial Corp | 38,292 | $3.69M | 0.03% | −3,939−9.3% | Reduced |
| QRG Capital Management, Inc. | 37,980 | $3.66M | 0.04% | −1,176−3.0% | Reduced |
| Lifeworks Advisors, LLC | 37,853 | $3.64M | 1.01% | −20,041−34.6% | Reduced |
| Richard Bernstein Advisors LLC | 36,961 | $3.56M | 0.08% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 36,858 | $3.55M | 0.02% | +7,266+24.6% | Added |
| Baird Financial Group, Inc. | 36,843 | $3.55M | 0.01% | +9,182+33.2% | Added |