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