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