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, Q3 2024
Institutional positions in Otis Worldwide Corp as of Sep 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
- 1,200
- +23 vs. Q2 2024
- Shares held
- 359.9M
- +41.2M (+12.9%) vs. Q2 2024
- Total value
- $37.4B
- +$6.71B (+21.9%) vs. Q2 2024
- New holders
- 95
- 355 more added
- Sold out
- 72
- 492 more reduced
14 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 44,854,720 | $4.66B | 0.08% | −231,890−0.5% | Reduced |
| BlackRock, Inc. | 32,521,498 | $3.38B | 0.07% | +32,521,498 | New |
| JPMorgan Chase & Co | 28,076,031 | $2.92B | 0.23% | +8,161,946+41.0% | Added |
| Alliancebernstein L.P. | 21,544,241 | $2.24B | 0.75% | −385,665−1.8% | Reduced |
| State Street Corp | 16,075,641 | $1.67B | 0.07% | +8,272+0.1% | Added |
| Morgan Stanley | 11,787,718 | $1.23B | 0.09% | −651,067−5.2% | Reduced |
| Geode Capital Management, LLC | 11,031,700 | $1.15B | 0.09% | +152,072+1.4% | Added |
| Massachusetts Financial Services Co | 8,043,689 | $836.1M | 0.25% | −204,229−2.5% | Reduced |
| Franklin Resources Inc | 7,349,744 | $774.9M | 0.22% | +2,706,871+58.3% | Added |
| Norges Bank | 7,052,396 | $733.0M | 0.10% | −220,402−3.0% | Reduced |
| Fiera Capital Corp | 6,903,297 | $717.5M | 2.16% | −116,451−1.7% | Reduced |
| Fundsmith LLPSuperinvestorFundsmith | 6,141,228 | $638.3M | 2.53% | +2,9500.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,098,541 | $529.9M | 1.66% | +257,273+5.3% | Added |
| BLS Capital Fondsmaeglerselskab A/S | 4,552,527 | $473.2M | 13.68% | −132,400−2.8% | Reduced |
| Northern Trust Corp | 4,076,610 | $423.7M | 0.07% | −215,201−5.0% | Reduced |
| Sarasin & Partners LLP | 3,823,792 | $397.4M | 3.75% | −311,479−7.5% | Reduced |
| Invesco Ltd. | 3,745,789 | $389.3M | 0.08% | +193,339+5.4% | Added |
| Bank of America Corp | 3,685,312 | $383.1M | 0.03% | +212,511+6.1% | Added |
| Wellington Management Group LLP | 3,680,452 | $382.5M | 0.07% | +391,206+11.9% | Added |
| FMR LLC | 3,536,108 | $367.5M | 0.02% | +101,278+2.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,451,079 | $358.7M | 0.38% | +102,290+3.1% | Added |
| UBS Asset Management Americas Inc | 3,285,837 | $341.5M | 0.09% | +171,573+5.5% | Added |
| Bank of New York Mellon Corp | 3,283,953 | $341.3M | 0.06% | +130,745+4.1% | Added |
| CIBC Private Wealth Group, LLC | 3,148,878 | $327.3M | 0.59% | −9,971−0.3% | Reduced |
| Menora Mivtachim Holdings Ltd. | 2,990,829 | $310.9M | 1.96% | +528,300+21.5% | Added |
| Legal & General Group Plc | 2,979,032 | $309.6M | 0.08% | −7,786−0.3% | Reduced |
| StonePine Asset Management Inc. | 2,881,097 | $299.5M | 2.89% | +143,100+5.2% | Added |
| Capital Research Global Investors | 2,780,568 | $289.0M | 0.06% | +2,253+0.1% | Added |
| Dimensional Fund Advisors LP | 2,524,250 | $262.4M | 0.06% | +1,1590.0% | Added |
| USS Investment Management Ltd | 2,315,988 | $240.7M | 1.77% | +350.0% | Added |
| Schroder Investment Management Group | 2,247,209 | $234.7M | 0.24% | −411,757−15.5% | Reduced |
| London Co of Virginia | 2,256,685 | $234.6M | 1.24% | +46,914+2.1% | Added |
| Van Eck Associates Corp | 2,261,929 | $232.7M | 0.29% | +2,201,988+3,673.6% | Added |
| Charles Schwab Investment Management Inc | 2,236,545 | $232.5M | 0.04% | −1,705−0.1% | Reduced |
| Goldman Sachs Group Inc | 2,012,018 | $209.1M | 0.04% | −227,858−10.2% | Reduced |
| Omers Administration Corp | 1,963,820 | $204.1M | 1.88% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 1,883,459 | $195.8M | 0.02% | −72,089−3.7% | Reduced |
| Guinness Asset Management LTD | 1,850,806 | $192.4M | 3.64% | +81,045+4.6% | Added |
| Primecap Management Co | 1,813,880 | $188.5M | 0.14% | +5890.0% | Added |
| Fundsmith Investment Services Ltd. | 1,781,438 | $185.2M | 2.30% | +5,611+0.3% | Added |
| Jacobs Levy Equity Management, Inc | 1,647,625 | $171.3M | 0.66% | +178,226+12.1% | Added |
| Deutsche Bank AG | 1,489,002 | $154.8M | 0.06% | +12,044+0.8% | Added |
| Voloridge Investment Management, LLC | 1,468,196 | $152.6M | 0.56% | −15,775−1.1% | Reduced |
| Pictet Asset Management Holding SA | 1,364,641 | $141.9M | 0.16% | −65,604−4.6% | Reduced |
| Clearbridge Investments, LLC | 1,326,919 | $137.9M | 0.11% | −8,243−0.6% | Reduced |
| Boston Partners | 1,286,286 | $133.7M | 0.16% | −721,134−35.9% | Reduced |
| California Public Employees Retirement System | 1,211,529 | $125.9M | 0.09% | +514,351+73.8% | Added |
| Swiss National Bank | 1,200,043 | $124.7M | 0.08% | −4000.0% | Reduced |
| UBS Group AG | 1,188,686 | $123.6M | 0.03% | −41,977−3.4% | Reduced |
| Aviva PLC | 1,180,358 | $122.7M | 0.32% | +74,316+6.7% | Added |
| Jennison Associates LLC | 1,178,557 | $122.5M | 0.08% | −337,808−22.3% | Reduced |
| National Pension Service | 1,175,241 | $122.2M | 0.12% | +105,527+9.9% | Added |
| Russell Investments Group, Ltd. | 1,132,996 | $117.8M | 0.17% | −12,500−1.1% | Reduced |
| Fayez Sarofim & Co | 1,075,580 | $111.8M | 0.28% | +62,865+6.2% | Added |
| Lazard Freres Gestion S.A.S. | 1,020,098 | $106.0M | 2.25% | −18,721−1.8% | Reduced |
| Brown Brothers Harriman & Co | 1,018,536 | $105.9M | 0.72% | +203,357+24.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 928,871 | $96.5M | 0.07% | −2,582−0.3% | Reduced |
| Fisher Asset Management, LLC | 923,238 | $96.0M | 0.04% | −176,261−16.0% | Reduced |
| Los Angeles Capital Management LLC | 902,514 | $93.8M | 0.38% | −1,255,848−58.2% | Reduced |
| Nuveen Asset Management, LLC | 882,891 | $91.8M | 0.03% | +1,328+0.2% | Added |
| Barclays PLC | 867,487 | $90.2M | 0.04% | −64,683−6.9% | Reduced |
| HighTower Advisors, LLC | 858,348 | $89.3M | 0.13% | −28,139−3.2% | Reduced |
| Macquarie Group Ltd | 853,348 | $88.7M | 0.10% | +115,747+15.7% | Added |
| Gates Capital Management, Inc. | 826,748 | $85.9M | 2.44% | −27,200−3.2% | Reduced |
| Parnassus Investments | 822,772 | $85.5M | 0.18% | −29,095−3.4% | Reduced |
| Rhumbline Advisers | 757,595 | $78.7M | 0.07% | −22,788−2.9% | Reduced |
| HSBC Holdings PLC | 750,432 | $77.9M | 0.05% | +112,293+17.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 724,939 | $75.3M | 0.19% | −90,190−11.1% | Reduced |
| Royal Bank of Canada | 721,171 | $75.0M | 0.02% | −46,863−6.1% | Reduced |
| National Bank of Canada | 714,413 | $74.3M | 0.10% | +523,518+274.2% | Added |
| Neuberger Berman Group LLC | 686,557 | $71.4M | 0.06% | −105,748−13.3% | Reduced |
| Victory Capital Management Inc | 685,347 | $71.2M | 0.07% | +158,010+30.0% | Added |
| California State Teachers Retirement System | 658,924 | $68.5M | 0.08% | +2,270+0.3% | Added |
| Amundi | 667,392 | $67.5M | 0.02% | −286,056−30.0% | Reduced |
| Wells Fargo & Company | 641,510 | $66.7M | 0.02% | +5,535+0.9% | Added |
| Manufacturers Life Insurance Company, The | 636,197 | $66.1M | 0.06% | −23,695−3.6% | Reduced |
| Great West Life Assurance Co | 626,835 | $65.2M | 0.11% | +17,399+2.9% | Added |
| First Trust Advisors LP | 616,519 | $64.1M | 0.06% | −309,840−33.4% | Reduced |
| Pinebridge Investments, L.P. | 603,275 | $62.7M | 0.47% | −23,131−3.7% | Reduced |
| Voya Investment Management LLC | 589,658 | $61.3M | 0.06% | −173,623−22.7% | Reduced |
| HM Payson & Co | 569,506 | $59.2M | 1.02% | +2,669+0.5% | Added |
| Railway Pension Investments Ltd | 563,900 | $58.6M | 0.70% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 545,776 | $56.7M | 0.02% | +38,699+7.6% | Added |
| Artisan Partners Limited Partnership | 544,375 | $56.6M | 0.08% | −6,469−1.2% | Reduced |
| American Century Companies Inc | 536,281 | $55.7M | 0.03% | −86,895−13.9% | Reduced |
| State of Wisconsin Investment Board | 499,284 | $51.9M | 0.13% | −627,490−55.7% | Reduced |
| Rathbone Brothers plc | 472,560 | $49.1M | 0.25% | +18,353+4.0% | Added |
| Principal Financial Group Inc | 471,044 | $49.0M | 0.03% | +6,261+1.3% | Added |
| State Board of Administration of Florida Retirement System | 459,319 | $47.7M | 0.09% | −13,541−2.9% | Reduced |
| Candriam Luxembourg S.C.A. | 456,100 | $47.4M | 0.27% | +163,470+55.9% | Added |
| The PNC Financial Services Group, Inc. | 439,894 | $45.7M | 0.03% | −9,831−2.2% | Reduced |
| Bank of Montreal | 409,792 | $42.8M | 0.02% | +28,436+7.5% | Added |
| Citigroup Inc | 409,723 | $42.6M | 0.04% | −51,148−11.1% | Reduced |
| Comgest Global Investors S.A.S. | 398,152 | $41.4M | 0.59% | −24,904−5.9% | Reduced |
| J. Stern & Co. LLP | 391,709 | $40.7M | 4.34% | +13,096+3.5% | Added |
| Bahl & Gaynor Inc | 383,651 | $39.9M | 0.21% | −33,124−7.9% | Reduced |
| Pensioenfonds Rail & Ov | 379,699 | $39.5M | 2.74% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 372,964 | $38.8M | 0.13% | −81,737−18.0% | Reduced |
| J. Safra Sarasin Holding AG | 370,218 | $38.5M | 0.67% | +74,822+25.3% | Added |
| FIFTHDELTA Ltd | 369,200 | $38.4M | 12.81% | −31,000−7.7% | Reduced |