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 |
|---|---|---|---|---|---|
| FIFTHDELTA Ltd | 369,200 | $38.4M | 12.81% | −31,000−7.7% | Reduced |
| J. Safra Sarasin Holding AG | 370,218 | $38.5M | 0.67% | +74,822+25.3% | Added |
| Squarepoint Ops LLC | 372,964 | $38.8M | 0.13% | −81,737−18.0% | Reduced |
| Pensioenfonds Rail & Ov | 379,699 | $39.5M | 2.74% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 383,651 | $39.9M | 0.21% | −33,124−7.9% | Reduced |
| J. Stern & Co. LLP | 391,709 | $40.7M | 4.34% | +13,096+3.5% | Added |
| Comgest Global Investors S.A.S. | 398,152 | $41.4M | 0.59% | −24,904−5.9% | Reduced |
| Citigroup Inc | 409,723 | $42.6M | 0.04% | −51,148−11.1% | Reduced |
| Bank of Montreal | 409,792 | $42.8M | 0.02% | +28,436+7.5% | Added |
| The PNC Financial Services Group, Inc. | 439,894 | $45.7M | 0.03% | −9,831−2.2% | Reduced |
| Candriam Luxembourg S.C.A. | 456,100 | $47.4M | 0.27% | +163,470+55.9% | Added |
| State Board of Administration of Florida Retirement System | 459,319 | $47.7M | 0.09% | −13,541−2.9% | Reduced |
| Principal Financial Group Inc | 471,044 | $49.0M | 0.03% | +6,261+1.3% | Added |
| Rathbone Brothers plc | 472,560 | $49.1M | 0.25% | +18,353+4.0% | Added |
| State of Wisconsin Investment Board | 499,284 | $51.9M | 0.13% | −627,490−55.7% | Reduced |
| American Century Companies Inc | 536,281 | $55.7M | 0.03% | −86,895−13.9% | Reduced |
| Artisan Partners Limited Partnership | 544,375 | $56.6M | 0.08% | −6,469−1.2% | Reduced |
| Envestnet Asset Management Inc | 545,776 | $56.7M | 0.02% | +38,699+7.6% | Added |
| Railway Pension Investments Ltd | 563,900 | $58.6M | 0.70% | 00.0% | Unchanged |
| HM Payson & Co | 569,506 | $59.2M | 1.02% | +2,669+0.5% | Added |
| Voya Investment Management LLC | 589,658 | $61.3M | 0.06% | −173,623−22.7% | Reduced |
| Pinebridge Investments, L.P. | 603,275 | $62.7M | 0.47% | −23,131−3.7% | Reduced |
| First Trust Advisors LP | 616,519 | $64.1M | 0.06% | −309,840−33.4% | Reduced |
| Great West Life Assurance Co | 626,835 | $65.2M | 0.11% | +17,399+2.9% | Added |
| Manufacturers Life Insurance Company, The | 636,197 | $66.1M | 0.06% | −23,695−3.6% | Reduced |
| Wells Fargo & Company | 641,510 | $66.7M | 0.02% | +5,535+0.9% | Added |
| Amundi | 667,392 | $67.5M | 0.02% | −286,056−30.0% | Reduced |
| California State Teachers Retirement System | 658,924 | $68.5M | 0.08% | +2,270+0.3% | Added |
| Victory Capital Management Inc | 685,347 | $71.2M | 0.07% | +158,010+30.0% | Added |
| Neuberger Berman Group LLC | 686,557 | $71.4M | 0.06% | −105,748−13.3% | Reduced |
| National Bank of Canada | 714,413 | $74.3M | 0.10% | +523,518+274.2% | Added |
| Royal Bank of Canada | 721,171 | $75.0M | 0.02% | −46,863−6.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 724,939 | $75.3M | 0.19% | −90,190−11.1% | Reduced |
| HSBC Holdings PLC | 750,432 | $77.9M | 0.05% | +112,293+17.6% | Added |
| Rhumbline Advisers | 757,595 | $78.7M | 0.07% | −22,788−2.9% | Reduced |
| Parnassus Investments | 822,772 | $85.5M | 0.18% | −29,095−3.4% | Reduced |
| Gates Capital Management, Inc. | 826,748 | $85.9M | 2.44% | −27,200−3.2% | Reduced |
| Macquarie Group Ltd | 853,348 | $88.7M | 0.10% | +115,747+15.7% | Added |
| HighTower Advisors, LLC | 858,348 | $89.3M | 0.13% | −28,139−3.2% | Reduced |
| Barclays PLC | 867,487 | $90.2M | 0.04% | −64,683−6.9% | Reduced |
| Nuveen Asset Management, LLC | 882,891 | $91.8M | 0.03% | +1,328+0.2% | Added |
| Los Angeles Capital Management LLC | 902,514 | $93.8M | 0.38% | −1,255,848−58.2% | Reduced |
| Fisher Asset Management, LLC | 923,238 | $96.0M | 0.04% | −176,261−16.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 928,871 | $96.5M | 0.07% | −2,582−0.3% | Reduced |
| Brown Brothers Harriman & Co | 1,018,536 | $105.9M | 0.72% | +203,357+24.9% | Added |
| Lazard Freres Gestion S.A.S. | 1,020,098 | $106.0M | 2.25% | −18,721−1.8% | Reduced |
| Fayez Sarofim & Co | 1,075,580 | $111.8M | 0.28% | +62,865+6.2% | Added |
| Russell Investments Group, Ltd. | 1,132,996 | $117.8M | 0.17% | −12,500−1.1% | Reduced |
| National Pension Service | 1,175,241 | $122.2M | 0.12% | +105,527+9.9% | Added |
| Jennison Associates LLC | 1,178,557 | $122.5M | 0.08% | −337,808−22.3% | Reduced |
| Aviva PLC | 1,180,358 | $122.7M | 0.32% | +74,316+6.7% | Added |
| UBS Group AG | 1,188,686 | $123.6M | 0.03% | −41,977−3.4% | Reduced |
| Swiss National Bank | 1,200,043 | $124.7M | 0.08% | −4000.0% | Reduced |
| California Public Employees Retirement System | 1,211,529 | $125.9M | 0.09% | +514,351+73.8% | Added |
| Boston Partners | 1,286,286 | $133.7M | 0.16% | −721,134−35.9% | Reduced |
| Clearbridge Investments, LLC | 1,326,919 | $137.9M | 0.11% | −8,243−0.6% | Reduced |
| Pictet Asset Management Holding SA | 1,364,641 | $141.9M | 0.16% | −65,604−4.6% | Reduced |
| Voloridge Investment Management, LLC | 1,468,196 | $152.6M | 0.56% | −15,775−1.1% | Reduced |
| Deutsche Bank AG | 1,489,002 | $154.8M | 0.06% | +12,044+0.8% | Added |
| Jacobs Levy Equity Management, Inc | 1,647,625 | $171.3M | 0.66% | +178,226+12.1% | Added |
| Fundsmith Investment Services Ltd. | 1,781,438 | $185.2M | 2.30% | +5,611+0.3% | Added |
| Primecap Management Co | 1,813,880 | $188.5M | 0.14% | +5890.0% | Added |
| Guinness Asset Management LTD | 1,850,806 | $192.4M | 3.64% | +81,045+4.6% | Added |
| Price T Rowe Associates Inc | 1,883,459 | $195.8M | 0.02% | −72,089−3.7% | Reduced |
| Omers Administration Corp | 1,963,820 | $204.1M | 1.88% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 2,012,018 | $209.1M | 0.04% | −227,858−10.2% | Reduced |
| Charles Schwab Investment Management Inc | 2,236,545 | $232.5M | 0.04% | −1,705−0.1% | Reduced |
| Van Eck Associates Corp | 2,261,929 | $232.7M | 0.29% | +2,201,988+3,673.6% | Added |
| London Co of Virginia | 2,256,685 | $234.6M | 1.24% | +46,914+2.1% | Added |
| Schroder Investment Management Group | 2,247,209 | $234.7M | 0.24% | −411,757−15.5% | Reduced |
| USS Investment Management Ltd | 2,315,988 | $240.7M | 1.77% | +350.0% | Added |
| Dimensional Fund Advisors LP | 2,524,250 | $262.4M | 0.06% | +1,1590.0% | Added |
| Capital Research Global Investors | 2,780,568 | $289.0M | 0.06% | +2,253+0.1% | Added |
| StonePine Asset Management Inc. | 2,881,097 | $299.5M | 2.89% | +143,100+5.2% | Added |
| Legal & General Group Plc | 2,979,032 | $309.6M | 0.08% | −7,786−0.3% | Reduced |
| Menora Mivtachim Holdings Ltd. | 2,990,829 | $310.9M | 1.96% | +528,300+21.5% | Added |
| CIBC Private Wealth Group, LLC | 3,148,878 | $327.3M | 0.59% | −9,971−0.3% | Reduced |
| Bank of New York Mellon Corp | 3,283,953 | $341.3M | 0.06% | +130,745+4.1% | Added |
| UBS Asset Management Americas Inc | 3,285,837 | $341.5M | 0.09% | +171,573+5.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,451,079 | $358.7M | 0.38% | +102,290+3.1% | Added |
| FMR LLC | 3,536,108 | $367.5M | 0.02% | +101,278+2.9% | Added |
| Wellington Management Group LLP | 3,680,452 | $382.5M | 0.07% | +391,206+11.9% | Added |
| Bank of America Corp | 3,685,312 | $383.1M | 0.03% | +212,511+6.1% | Added |
| Invesco Ltd. | 3,745,789 | $389.3M | 0.08% | +193,339+5.4% | Added |
| Sarasin & Partners LLP | 3,823,792 | $397.4M | 3.75% | −311,479−7.5% | Reduced |
| Northern Trust Corp | 4,076,610 | $423.7M | 0.07% | −215,201−5.0% | Reduced |
| BLS Capital Fondsmaeglerselskab A/S | 4,552,527 | $473.2M | 13.68% | −132,400−2.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,098,541 | $529.9M | 1.66% | +257,273+5.3% | Added |
| Fundsmith LLPSuperinvestorFundsmith | 6,141,228 | $638.3M | 2.53% | +2,9500.0% | Added |
| Fiera Capital Corp | 6,903,297 | $717.5M | 2.16% | −116,451−1.7% | Reduced |
| Norges Bank | 7,052,396 | $733.0M | 0.10% | −220,402−3.0% | Reduced |
| Franklin Resources Inc | 7,349,744 | $774.9M | 0.22% | +2,706,871+58.3% | Added |
| Massachusetts Financial Services Co | 8,043,689 | $836.1M | 0.25% | −204,229−2.5% | Reduced |
| Geode Capital Management, LLC | 11,031,700 | $1.15B | 0.09% | +152,072+1.4% | Added |
| Morgan Stanley | 11,787,718 | $1.23B | 0.09% | −651,067−5.2% | Reduced |
| State Street Corp | 16,075,641 | $1.67B | 0.07% | +8,272+0.1% | Added |
| Alliancebernstein L.P. | 21,544,241 | $2.24B | 0.75% | −385,665−1.8% | Reduced |
| JPMorgan Chase & Co | 28,076,031 | $2.92B | 0.23% | +8,161,946+41.0% | Added |
| BlackRock, Inc. | 32,521,498 | $3.38B | 0.07% | +32,521,498 | New |
| Vanguard Group Inc | 44,854,720 | $4.66B | 0.08% | −231,890−0.5% | Reduced |