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 |
|---|---|---|---|---|---|
| Banco Santander, S.A. | 87,369 | $9.08M | 0.11% | −103,072−54.1% | Reduced |
| Retirement Systems of Alabama | 87,437 | $9.09M | 0.03% | −1,753−2.0% | Reduced |
| Stifel Financial Corp | 87,852 | $9.13M | 0.01% | +3,120+3.7% | Added |
| Allianz Asset Management GmbH | 90,067 | $9.36M | 0.01% | +17,471+24.1% | Added |
| Anchor Capital Advisors LLC | 91,921 | $9.55M | 0.25% | −1,380−1.5% | Reduced |
| Capital Fund Management S.A. | 94,366 | $9.81M | 0.11% | +61,094+183.6% | Added |
| United Capital Financial Advisers, LLC | 94,622 | $9.84M | 0.08% | −1,834−1.9% | Reduced |
| Corebridge Financial, Inc. | 100,493 | $10.4M | 0.06% | −4,130−3.9% | Reduced |
| Connecticut Wealth Management, LLC | 100,910 | $10.5M | 0.51% | +576+0.6% | Added |
| Allied Investment Advisors, LLC | 103,500 | $10.8M | 2.13% | +1,549+1.5% | Added |
| MetLife Investment Management | 104,211 | $10.8M | 0.06% | −3,625−3.4% | Reduced |
| DnB Asset Management AS | 104,456 | $10.9M | 0.05% | +3,167+3.1% | Added |
| Federation des caisses Desjardins du Quebec | 105,950 | $11.0M | 0.05% | +1,524+1.5% | Added |
| Comerica Bank | 106,368 | $11.1M | 0.04% | −1,368−1.3% | Reduced |
| Meyer Handelman Co | 106,541 | $11.1M | 0.37% | +3,265+3.2% | Added |
| Pictet North America Advisors SA | 106,987 | $11.1M | 1.10% | +1,175+1.1% | Added |
| Citadel Advisors LLC | 107,167 | $11.1M | 0.01% | +3,763+3.6% | Added |
| State of Michigan Retirement System | 109,107 | $11.3M | 0.06% | −1,600−1.4% | Reduced |
| Impax Asset Management Group plc | 111,296 | $11.6M | 0.05% | −6,202−5.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 112,564 | $11.7M | 0.16% | +2,614+2.4% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $11.9M | 0.11% | 00.0% | Unchanged |
| Arizona State Retirement System | 115,929 | $12.0M | 0.08% | −1,615−1.4% | Reduced |
| Nisa Investment Advisors, LLC | 116,259 | $12.1M | 0.07% | −2,806−2.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 117,572 | $12.2M | 0.12% | +839+0.7% | Added |
| Varma Mutual Pension Insurance Co | 124,542 | $12.2M | 0.10% | +46,700+60.0% | Added |
| Nomura Asset Management Co Ltd | 121,046 | $12.6M | 0.04% | +4,784+4.1% | Added |
| MAI Capital Management | 121,877 | $12.7M | 0.12% | −2,445−2.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 122,204 | $12.7M | 0.07% | −1,367−1.1% | Reduced |
| Bornite Capital Management LP | 125,000 | $13.0M | 2.30% | +125,000 | New |
| Y-Intercept (Hong Kong) Ltd | 125,333 | $13.0M | 0.80% | +125,333 | New |
| Mill Capital Management, LLC | 127,181 | $13.2M | 1.03% | +127,181 | New |
| Credit Agricole S A | 127,423 | $13.2M | 0.07% | −43,735−25.6% | Reduced |
| Prospector Partners LLC | 128,815 | $13.4M | 1.43% | +4,890+3.9% | Added |
| Canoe Financial LP | 129,266 | $13.5M | 0.32% | −889,219−87.3% | Reduced |
| Forsta Ap-Fonden | 133,900 | $13.9M | 0.11% | +13,400+11.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 135,948 | $14.1M | 0.07% | +302+0.2% | Added |
| State of New Jersey Common Pension Fund D | 138,102 | $14.4M | 0.06% | +4,492+3.4% | Added |
| Toronto Dominion Bank | 140,273 | $14.6M | 0.03% | −65,563−31.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 142,724 | $14.8M | 0.04% | +13,246+10.2% | Added |
| CIBC Asset Management Inc | 146,877 | $15.3M | 0.05% | +3,791+2.6% | Added |
| Asset Management One Co.,Ltd. | 147,808 | $15.4M | 0.05% | −939−0.6% | Reduced |
| Andra AP-fonden | 148,234 | $15.4M | 0.23% | +37,700+34.1% | Added |
| Creative Planning | 149,781 | $15.6M | 0.02% | −5,592−3.6% | Reduced |
| Public Employees Retirement System of Ohio | 151,019 | $15.7M | 0.07% | −6,884−4.4% | Reduced |
| Commonwealth Equity Services, LLC | 152,037 | $15.8M | 0.02% | −2,523−1.6% | Reduced |
| Standard Life Aberdeen plc | 153,560 | $15.9M | 0.03% | −10,385−6.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 154,647 | $16.1M | 1.75% | +3,481+2.3% | Added |
| Mn Services Vermogensbeheer B.V. | 157,000 | $16.3M | 0.11% | −3,900−2.4% | Reduced |
| Brown Advisory Inc | 157,731 | $16.4M | 0.02% | −9,982−6.0% | Reduced |
| DekaBank Deutsche Girozentrale | 158,568 | $16.4M | 0.03% | −46,961−22.8% | Reduced |
| PGGM Investments | 164,442 | $17.1M | 0.22% | −5,639−3.3% | Reduced |
| Raymond James & Associates | 167,238 | $17.4M | 0.01% | −15,699−8.6% | Reduced |
| Kempen Capital Management N.V. | 167,781 | $17.4M | 0.18% | +3,883+2.4% | Added |
| Copeland Capital Management, LLC | 168,048 | $17.5M | 0.30% | −6,897−3.9% | Reduced |
| Davidson Investment Advisors | 170,732 | $17.7M | 0.86% | +7,234+4.4% | Added |
| SG Americas Securities, LLC | 173,588 | $18.0M | 0.07% | +67,602+63.8% | Added |
| LPL Financial LLC | 174,031 | $18.1M | 0.01% | +15,943+10.1% | Added |
| Mackenzie Financial Corp | 176,150 | $18.3M | 0.03% | +122,651+229.3% | Added |
| TD Asset Management Inc | 178,920 | $18.7M | 0.02% | +11,764+7.0% | Added |
| Treasurer of the State of North Carolina | 180,306 | $18.7M | 0.07% | +4,460+2.5% | Added |
| SEI Investments Co | 181,008 | $18.8M | 0.02% | +18,235+11.2% | Added |
| Nordea Investment Management AB | 181,752 | $19.0M | 0.02% | +9,722+5.7% | Added |
| M&T Bank Corp | 183,984 | $19.1M | 0.06% | +18,536+11.2% | Added |
| Illinois Municipal Retirement Fund | 185,300 | $19.3M | 0.27% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 185,499 | $19.3M | 0.04% | −23,033−11.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 190,321 | $19.8M | 0.58% | +12,430+7.0% | Added |
| AXA S.A. | 194,194 | $20.2M | 0.06% | +40,659+26.5% | Added |
| Gotham Asset Management, LLC | 194,501 | $20.2M | 0.21% | +46,264+31.2% | Added |
| Danske Bank A/S | 198,181 | $20.6M | 0.07% | −22,300−10.1% | Reduced |
| Royal London Asset Management Ltd | 201,255 | $20.9M | 0.05% | +3,635+1.8% | Added |
| US Bancorp | 202,720 | $21.1M | 0.03% | −10,052−4.7% | Reduced |
| CI Private Wealth, LLC | 207,519 | $21.6M | 0.03% | +11,077+5.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 216,294 | $22.5M | 0.07% | −6,052−2.7% | Reduced |
| Swedbank AB | 220,119 | $22.9M | 0.03% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 221,707 | $23.0M | 0.04% | −21,305−8.8% | Reduced |
| Equitable Trust Co | 223,746 | $23.3M | 1.49% | −14,043−5.9% | Reduced |
| Handelsbanken Fonder AB | 228,821 | $23.8M | 0.09% | +13,602+6.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 230,802 | $24.0M | 0.24% | +19,391+9.2% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 230,802 | $24.0M | 0.24% | +230,802 | New |
| Factory Mutual Insurance Co | 244,000 | $25.4M | 0.26% | 00.0% | Unchanged |
| Man Group plc | 255,569 | $26.6M | 0.08% | −175,012−40.6% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 256,820 | $26.7M | 1.15% | −3,940−1.5% | Reduced |
| Natixis Advisors, L.P. | 257,049 | $26.7M | 0.05% | −9,703−3.6% | Reduced |
| Banque Pictet & Cie SA | 257,071 | $26.7M | 0.26% | +14,486+6.0% | Added |
| Border to Coast Pensions Partnership Ltd | 262,972 | $27.3M | 0.56% | +11,218+4.5% | Added |
| Quintet Private Bank (Europe) S.A. | 267,617 | $27.8M | 1.59% | +34,088+14.6% | Added |
| Assenagon Asset Management S.A. | 274,876 | $28.6M | 0.06% | +214,535+355.5% | Added |
| Ameriprise Financial Inc | 281,178 | $29.2M | 0.01% | −4,639−1.6% | Reduced |
| AQR Capital Management LLC | 282,437 | $29.4M | 0.04% | +56,277+24.9% | Added |
| Prio Wealth Limited Partnership | 284,636 | $29.6M | 0.87% | −1,341−0.5% | Reduced |
| Canada Pension Plan Investment Board | 286,608 | $29.8M | 0.03% | +12,636+4.6% | Added |
| Welch & Forbes LLC | 287,515 | $29.9M | 0.38% | −5,524−1.9% | Reduced |
| Prudential Financial Inc | 301,891 | $31.4M | 0.04% | +18,388+6.5% | Added |
| Korea Investment CORP | 306,691 | $31.9M | 0.08% | +121,558+65.7% | Added |
| New York State Teachers Retirement System | 317,687 | $33.0M | 0.07% | −20,857−6.2% | Reduced |
| KBC Group NV | 323,890 | $33.7M | 0.10% | −12,854−3.8% | Reduced |
| Federated Hermes, Inc. | 326,408 | $33.9M | 0.07% | −146,616−31.0% | Reduced |
| Storebrand Asset Management AS | 342,473 | $35.6M | 0.11% | +3,986+1.2% | Added |
| New York State Common Retirement Fund | 348,808 | $36.3M | 0.05% | −15,979−4.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 367,930 | $38.2M | 0.09% | +57,786+18.6% | Added |