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 |
|---|---|---|---|---|---|
| Regions Financial Corp | 37,420 | $3.89M | 0.03% | −872−2.3% | Reduced |
| Farmers & Merchants Investments Inc | 37,643 | $3.91M | 0.12% | −848−2.2% | Reduced |
| Arlington Partners LLC | 38,576 | $4.01M | 1.57% | +6,500+20.3% | Added |
| Atlantic Union Bankshares Corp | 38,688 | $4.02M | 0.23% | +2,316+6.4% | Added |
| Captrust Financial Advisors | 39,163 | $4.07M | 0.01% | −2,833−6.7% | Reduced |
| Wealthfront Advisers LLC | 39,515 | $4.11M | 0.01% | −470−1.2% | Reduced |
| Fiduciary Trust Co | 39,548 | $4.11M | 0.06% | −3,098−7.3% | Reduced |
| Teza Capital Management LLC | 40,020 | $4.16M | 0.46% | +20,332+103.3% | Added |
| Aviso Financial Inc. | 40,867 | $4.25M | 0.21% | −125−0.3% | Reduced |
| QRG Capital Management, Inc. | 40,938 | $4.26M | 0.05% | +2,958+7.8% | Added |
| Rockefeller Capital Management L.P. | 41,190 | $4.28M | 0.01% | −5,122−11.1% | Reduced |
| Alps Advisors Inc | 41,207 | $4.28M | 0.03% | +21,664+110.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 43,461 | $4.45M | 0.04% | +40,013+1,160.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 43,057 | $4.48M | 0.01% | −1,793−4.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 43,127 | $4.48M | 0.05% | +191+0.4% | Added |
| Aureus Asset Management, LLC | 43,301 | $4.50M | 0.29% | −350−0.8% | Reduced |
| Concentric Capital Strategies, LP | 43,498 | $4.52M | 0.29% | +43,498 | New |
| TCW Group Inc | 43,563 | $4.53M | 0.04% | +197+0.5% | Added |
| First Eagle Investment Management, LLC | 43,729 | $4.55M | 0.01% | +11,425+35.4% | Added |
| Lifeworks Advisors, LLC | 44,005 | $4.57M | 0.90% | +6,152+16.3% | Added |
| Glenmede Trust Co NA | 44,071 | $4.58M | 0.02% | −2,933−6.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 44,586 | $4.63M | 0.16% | −953−2.1% | Reduced |
| Cetera Investment Advisers | 44,854 | $4.66M | 0.01% | −414−0.9% | Reduced |
| First Manhattan Co | 45,506 | $4.73M | 0.01% | −1,371−2.9% | Reduced |
| Artemis Investment Management LLP | 45,577 | $4.74M | 0.07% | +45,577 | New |
| Scotia Capital Inc. | 46,274 | $4.81M | 0.03% | +130.0% | Added |
| Modera Wealth Management, LLC | 46,490 | $4.83M | 0.06% | +36,935+386.6% | Added |
| Pathstone Holdings, LLC | 47,282 | $4.91M | 0.02% | +604+1.3% | Added |
| William Allan, LLC | 47,346 | $4.92M | 3.06% | +272+0.6% | Added |
| Brown Shipley& Co Ltd | 47,804 | $4.97M | 2.44% | −1,683−3.4% | Reduced |
| Brinker Capital Investments, LLC | 47,840 | $4.97M | 0.05% | −2,980−5.9% | Reduced |
| Orion Portfolio Solutions, LLC | 47,840 | $4.97M | 0.05% | −2,980−5.9% | Reduced |
| Cohen Capital Management, Inc. | 47,996 | $4.99M | 0.81% | +310+0.7% | Added |
| Wesleyan Assurance Society | 48,100 | $5.00M | 0.40% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 48,136 | $5.00M | 0.03% | −4,460−8.5% | Reduced |
| Evoke Wealth, LLC | 48,307 | $5.02M | 0.14% | +48,307 | New |
| APG Asset Management N.V. | 54,203 | $5.05M | 0.03% | −162,567−75.0% | Reduced |
| Cerity Partners LLC | 48,773 | $5.07M | 0.01% | +14,348+41.7% | Added |
| Mercer Global Advisors Inc | 48,950 | $5.08M | 0.01% | +3,518+7.7% | Added |
| Kanawha Capital Management LLC | 48,956 | $5.09M | 0.37% | −297−0.6% | Reduced |
| Daiwa Securities Group Inc. | 49,173 | $5.11M | 0.02% | +4,918+11.1% | Added |
| Mutual of America Capital Management LLC | 49,334 | $5.13M | 0.05% | −1,677−3.3% | Reduced |
| BNP Paribas | 49,403 | $5.14M | 0.21% | +2,087+4.4% | Added |
| Holocene Advisors, LP | 50,693 | $5.27M | 0.02% | +50,693 | New |
| Bank of Nova Scotia | 51,440 | $5.35M | 0.01% | +8,534+19.9% | Added |
| Public Employees Retirement Association of Colorado | 51,728 | $5.38M | 0.02% | −36−0.1% | Reduced |
| Graybill Bartz & Assoc Ltd | 53,889 | $5.60M | 2.08% | −325−0.6% | Reduced |
| Achmea Investment Management B.V. | 54,330 | $5.65M | 0.09% | +2,309+4.4% | Added |
| Gateway Investment Advisers LLC | 54,410 | $5.66M | 0.06% | −129−0.2% | Reduced |
| CIBC World Markets Corp | 54,579 | $5.67M | 0.04% | +2,392+4.6% | Added |
| State of Alaska, Department of Revenue | 55,066 | $5.72M | 0.06% | −7,310−11.7% | Reduced |
| Truist Financial Corp | 55,358 | $5.75M | 0.01% | −4,061−6.8% | Reduced |
| Xponance, Inc. | 55,692 | $5.79M | 0.06% | +756+1.4% | Added |
| Foyston, Gordon, & Payne Inc | 55,938 | $5.81M | 1.45% | +744+1.3% | Added |
| Sheets Smith Wealth Management | 56,362 | $5.86M | 0.72% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 56,504 | $5.87M | 0.02% | −920−1.6% | Reduced |
| BTC Capital Management, Inc. | 57,455 | $5.97M | 0.53% | −322−0.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 57,600 | $5.99M | 0.01% | +666+1.2% | Added |
| United Services Automobile Association | 57,848 | $6.01M | 0.15% | +8,611+17.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 58,850 | $6.12M | 0.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 59,302 | $6.16M | 0.06% | −2,394−3.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 59,576 | $6.19M | 1.43% | +450+0.8% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 60,205 | $6.26M | 0.43% | −664−1.1% | Reduced |
| Keybank National Association | 60,989 | $6.34M | 0.02% | −844−1.4% | Reduced |
| Yousif Capital Management, LLC | 62,924 | $6.54M | 0.07% | −680−1.1% | Reduced |
| Susquehanna International Group, LLP | 63,053 | $6.55M | 0.01% | −34,559−35.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 63,724 | $6.62M | 0.07% | +63,724 | New |
| Pinnacle Financial Partners Inc | 64,714 | $6.73M | 0.14% | +60,140+1,314.8% | Added |
| Bradley Foster & Sargent Inc | 65,269 | $6.78M | 0.11% | −952−1.4% | Reduced |
| Commerce Bank | 65,644 | $6.82M | 0.04% | −1,695−2.5% | Reduced |
| Janus Henderson Group PLC | 65,811 | $6.84M | 0.00% | −384−0.6% | Reduced |
| AdvisorShares Investments LLC | 66,044 | $6.86M | 1.32% | +1,048+1.6% | Added |
| Calamos Advisors LLC | 66,604 | $6.92M | 0.03% | −1,619−2.4% | Reduced |
| ProShare Advisors LLC | 66,763 | $6.94M | 0.02% | −4,524−6.3% | Reduced |
| Utah Retirement Systems | 66,852 | $6.95M | 0.08% | +300+0.5% | Added |
| British Columbia Investment Management Corp | 67,459 | $7.01M | 0.04% | −10,198−13.1% | Reduced |
| Antipodes Partners Ltd | 67,815 | $7.05M | 0.24% | −17,657−20.7% | Reduced |
| Ethic Inc. | 71,239 | $7.07M | 0.18% | −9,164−11.4% | Reduced |
| MML Investors Services, LLC | 69,208 | $7.19M | 0.03% | +1,038+1.5% | Added |
| Mariner, LLC | 69,554 | $7.23M | 0.01% | +1,235+1.8% | Added |
| Pictet & Cie (Europe) SA | 69,708 | $7.25M | 0.17% | +5,709+8.9% | Added |
| Chartwell Investment Partners, LLC | 70,576 | $7.34M | 0.25% | +4,417+6.7% | Added |
| Delta Asset Management LLC | 70,894 | $7.37M | 0.63% | −1,963−2.7% | Reduced |
| Pacer Advisors, Inc. | 71,444 | $7.43M | 0.02% | +17,175+31.6% | Added |
| Peapack Gladstone Financial Corp | 72,344 | $7.52M | 0.11% | +2,273+3.2% | Added |
| EFG Asset Management (Americas) Corp. | 72,704 | $7.56M | 1.48% | −4,954−6.4% | Reduced |
| Trium Capital LLP | 73,370 | $7.63M | 3.50% | +4,913+7.2% | Added |
| State of Tennessee, Treasury Department | 75,694 | $7.87M | 0.03% | −27,630−26.7% | Reduced |
| Lincoln Capital LLC | 76,106 | $7.91M | 1.67% | −1,161−1.5% | Reduced |
| Advisor Group Holdings, Inc. | 76,895 | $8.01M | 0.02% | +2,975+4.0% | Added |
| Osborne Partners Capital Management, LLC | 77,578 | $8.06M | 0.46% | −283−0.4% | Reduced |
| Amica Mutual Insurance Co | 78,482 | $8.16M | 0.79% | 00.0% | Unchanged |
| Windward Capital Management Co | 79,123 | $8.22M | 0.63% | +316+0.4% | Added |
| Amalgamated Bank | 80,988 | $8.42M | 0.07% | −732−0.9% | Reduced |
| Czech National Bank | 81,597 | $8.48M | 0.09% | +4,549+5.9% | Added |
| IFM Investors Pty Ltd | 83,161 | $8.64M | 0.08% | −1,044−1.2% | Reduced |
| Cloverfields Capital Group, LP | 83,562 | $8.69M | 2.81% | −8,986−9.7% | Reduced |
| Schwartz Investment Counsel Inc | 85,000 | $8.83M | 0.31% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 86,505 | $8.99M | 0.94% | +25,112+40.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 87,197 | $9.06M | 0.06% | −1,613−1.8% | Reduced |