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, Q4 2024
Institutional positions in Otis Worldwide Corp as of Dec 31, 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
- 1,234
- +52 vs. Q3 2024
- Shares held
- 363.5M
- +4.49M (+1.2%) vs. Q3 2024
- Total value
- $33.7B
- −$3.64B (−9.8%) vs. Q3 2024
- New holders
- 158
- 383 more added
- Sold out
- 106
- 422 more reduced
18 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 45,003,843 | $4.17B | 0.07% | +149,123+0.3% | Added |
| JPMorgan Chase & Co | 35,523,891 | $3.29B | 0.26% | +7,447,860+26.5% | Added |
| BlackRock, Inc. | 32,916,884 | $3.05B | 0.06% | +395,386+1.2% | Added |
| Alliancebernstein L.P. | 19,777,577 | $1.83B | 0.62% | −1,766,664−8.2% | Reduced |
| State Street Corp | 16,062,695 | $1.49B | 0.06% | −12,946−0.1% | Reduced |
| Morgan Stanley | 11,926,377 | $1.10B | 0.08% | +138,659+1.2% | Added |
| Geode Capital Management, LLC | 11,126,735 | $1.03B | 0.08% | +95,035+0.9% | Added |
| Franklin Resources Inc | 7,785,116 | $721.0M | 0.20% | +435,372+5.9% | Added |
| Massachusetts Financial Services Co | 7,605,562 | $704.4M | 0.22% | −438,127−5.4% | Reduced |
| Norges Bank | 7,017,420 | $649.9M | 0.09% | −34,976−0.5% | Reduced |
| Fiera Capital Corp | 6,596,755 | $610.9M | 1.92% | −306,542−4.4% | Reduced |
| Fundsmith LLPSuperinvestorFundsmith | 5,966,777 | $552.6M | 2.36% | −174,451−2.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,159,105 | $477.8M | 1.55% | +60,564+1.2% | Added |
| Northern Trust Corp | 4,577,626 | $423.9M | 0.06% | +501,016+12.3% | Added |
| BLS Capital Fondsmaeglerselskab A/S | 4,198,788 | $388.8M | 11.92% | −353,739−7.8% | Reduced |
| Sarasin & Partners LLP | 4,053,315 | $375.4M | 4.14% | +229,523+6.0% | Added |
| Invesco Ltd. | 4,048,203 | $374.9M | 0.07% | +302,414+8.1% | Added |
| Wellington Management Group LLP | 3,759,138 | $348.1M | 0.06% | +78,686+2.1% | Added |
| FMR LLC | 3,622,551 | $335.5M | 0.02% | +86,443+2.4% | Added |
| UBS Asset Management Americas Inc | 3,602,727 | $333.6M | 0.08% | +316,890+9.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,566,587 | $331.3M | 0.32% | +115,508+3.3% | Added |
| Bank of America Corp | 3,547,636 | $328.5M | 0.03% | −137,676−3.7% | Reduced |
| Bank of New York Mellon Corp | 3,226,621 | $298.8M | 0.06% | −57,332−1.7% | Reduced |
| CIBC Private Wealth Group, LLC | 3,066,278 | $281.5M | 0.51% | −82,600−2.6% | Reduced |
| StonePine Asset Management Inc. | 3,002,419 | $278.1M | 2.61% | +121,322+4.2% | Added |
| Legal & General Group Plc | 2,866,795 | $265.5M | 0.07% | −112,237−3.8% | Reduced |
| UBS Group AG | 2,802,730 | $259.6M | 0.06% | +1,614,044+135.8% | Added |
| Capital Research Global Investors | 2,784,371 | $257.9M | 0.05% | +3,803+0.1% | Added |
| Menora Mivtachim Holdings Ltd. | 2,439,724 | $225.9M | 1.42% | −551,105−18.4% | Reduced |
| Schroder Investment Management Group | 2,402,879 | $222.4M | 0.21% | +155,670+6.9% | Added |
| Charles Schwab Investment Management Inc | 2,304,482 | $213.4M | 0.04% | +67,937+3.0% | Added |
| USS Investment Management Ltd | 2,293,062 | $212.3M | 1.54% | −22,926−1.0% | Reduced |
| London Co of Virginia | 2,243,564 | $207.8M | 1.14% | −13,121−0.6% | Reduced |
| Van Eck Associates Corp | 2,167,129 | $200.7M | 0.26% | −94,800−4.2% | Reduced |
| Dimensional Fund Advisors LP | 2,095,669 | $194.1M | 0.05% | −428,581−17.0% | Reduced |
| Guinness Asset Management LTD | 1,947,756 | $180.4M | 3.39% | +96,950+5.2% | Added |
| Primecap Management Co | 1,809,921 | $167.6M | 0.13% | −3,959−0.2% | Reduced |
| Fundsmith Investment Services Ltd. | 1,766,746 | $163.6M | 2.13% | −14,692−0.8% | Reduced |
| Goldman Sachs Group Inc | 1,749,431 | $162.0M | 0.03% | −262,587−13.1% | Reduced |
| Price T Rowe Associates Inc | 1,713,967 | $158.7M | 0.02% | −169,492−9.0% | Reduced |
| Deutsche Bank AG | 1,695,446 | $157.0M | 0.06% | +206,444+13.9% | Added |
| Jacobs Levy Equity Management, Inc | 1,385,894 | $128.3M | 0.45% | −261,731−15.9% | Reduced |
| Russell Investments Group, Ltd. | 1,345,551 | $124.6M | 0.17% | +212,555+18.8% | Added |
| Clearbridge Investments, LLC | 1,298,514 | $120.3M | 0.10% | −28,405−2.1% | Reduced |
| Pictet Asset Management Holding SA | 1,297,308 | $120.1M | 0.13% | −67,333−4.9% | Reduced |
| Voloridge Investment Management, LLC | 1,290,620 | $119.5M | 0.42% | −177,576−12.1% | Reduced |
| California Public Employees Retirement System | 1,155,835 | $107.0M | 0.07% | −55,694−4.6% | Reduced |
| Swiss National Bank | 1,131,543 | $104.8M | 0.07% | −68,500−5.7% | Reduced |
| Fayez Sarofim & Co | 1,107,423 | $102.6M | 0.25% | +31,843+3.0% | Added |
| Lazard Freres Gestion S.A.S. | 1,104,769 | $102.3M | 2.05% | +84,671+8.3% | Added |
| Aviva PLC | 1,101,334 | $102.0M | 0.26% | −79,024−6.7% | Reduced |
| Brown Brothers Harriman & Co | 1,035,358 | $95.9M | 0.67% | +16,822+1.7% | Added |
| Canoe Financial LP | 1,033,423 | $95.7M | 1.56% | +904,157+699.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 938,843 | $86.9M | 0.06% | +9,972+1.1% | Added |
| Macquarie Group Ltd | 904,405 | $82.3M | 0.10% | +51,057+6.0% | Added |
| Fisher Asset Management, LLC | 886,843 | $82.1M | 0.03% | −36,395−3.9% | Reduced |
| Royal Bank of Canada | 879,250 | $81.4M | 0.02% | +158,079+21.9% | Added |
| Amundi | 882,043 | $81.0M | 0.03% | +214,651+32.2% | Added |
| Nuveen Asset Management, LLC | 865,913 | $80.2M | 0.02% | −16,978−1.9% | Reduced |
| HighTower Advisors, LLC | 834,629 | $77.3M | 0.11% | −23,719−2.8% | Reduced |
| Victory Capital Management Inc | 833,644 | $77.2M | 0.08% | +148,297+21.6% | Added |
| Citigroup Inc | 814,841 | $75.5M | 0.07% | +405,118+98.9% | Added |
| HSBC Holdings PLC | 778,174 | $72.0M | 0.04% | +27,742+3.7% | Added |
| Parnassus Investments | 771,116 | $71.4M | 0.16% | −51,656−6.3% | Reduced |
| Jennison Associates LLC | 766,705 | $71.0M | 0.04% | −411,852−34.9% | Reduced |
| Gates Capital Management, Inc. | 761,748 | $70.5M | 2.08% | −65,000−7.9% | Reduced |
| Rhumbline Advisers | 729,946 | $67.6M | 0.06% | −27,649−3.6% | Reduced |
| BNP Paribas Arbitrage, SA | 723,053 | $67.0M | 0.05% | +723,053 | New |
| California State Teachers Retirement System | 647,179 | $59.9M | 0.07% | −11,745−1.8% | Reduced |
| Wells Fargo & Company | 647,022 | $59.9M | 0.01% | +5,512+0.9% | Added |
| Barclays PLC | 629,208 | $58.3M | 0.03% | −238,279−27.5% | Reduced |
| Neuberger Berman Group LLC | 616,011 | $57.0M | 0.05% | −70,546−10.3% | Reduced |
| Great West Life Assurance Co | 611,278 | $56.6M | 0.10% | −15,557−2.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 570,274 | $52.8M | 0.13% | −154,665−21.3% | Reduced |
| HM Payson & Co | 568,000 | $52.6M | 0.89% | −1,506−0.3% | Reduced |
| National Pension Service | 564,771 | $52.3M | 0.05% | −610,470−51.9% | Reduced |
| Envestnet Asset Management Inc | 558,086 | $51.7M | 0.02% | +12,310+2.3% | Added |
| Artisan Partners Limited Partnership | 544,655 | $50.4M | 0.08% | +280+0.1% | Added |
| Voya Investment Management LLC | 533,573 | $49.4M | 0.05% | −56,085−9.5% | Reduced |
| Railway Pension Investments Ltd | 526,000 | $48.7M | 0.65% | −37,900−6.7% | Reduced |
| First Trust Advisors LP | 516,476 | $47.8M | 0.04% | −100,043−16.2% | Reduced |
| Candriam Luxembourg S.C.A. | 501,080 | $46.4M | 0.27% | +44,980+9.9% | Added |
| Rathbone Brothers plc | 484,364 | $44.9M | 0.22% | +11,804+2.5% | Added |
| Principal Financial Group Inc | 462,548 | $42.8M | 0.02% | −8,496−1.8% | Reduced |
| Jane Street Group, LLC | 442,661 | $41.0M | 0.07% | +442,661 | New |
| Storebrand Asset Management AS | 438,203 | $40.6M | 0.12% | +95,730+28.0% | Added |
| State Board of Administration of Florida Retirement System | 431,869 | $40.0M | 0.08% | −27,450−6.0% | Reduced |
| Twinbeech Capital LP | 424,235 | $39.3M | 0.67% | +424,235 | New |
| The PNC Financial Services Group, Inc. | 421,547 | $39.0M | 0.03% | −18,347−4.2% | Reduced |
| Los Angeles Capital Management LLC | 415,138 | $38.4M | 0.16% | −487,376−54.0% | Reduced |
| J. Stern & Co. LLP | 414,566 | $38.4M | 3.62% | +22,857+5.8% | Added |
| Bank of Montreal | 405,582 | $37.6M | 0.02% | −4,210−1.0% | Reduced |
| AQR Capital Management LLC | 378,542 | $35.1M | 0.05% | +96,105+34.0% | Added |
| Bahl & Gaynor Inc | 374,695 | $34.7M | 0.18% | −8,956−2.3% | Reduced |
| Pensioenfonds Rail & Ov | 372,053 | $34.5M | 2.34% | −7,646−2.0% | Reduced |
| Citadel Advisors LLC | 355,218 | $32.9M | 0.03% | +248,051+231.5% | Added |
| American Century Companies Inc | 341,387 | $31.6M | 0.02% | −194,894−36.3% | Reduced |
| Comgest Global Investors S.A.S. | 338,087 | $31.3M | 0.51% | −60,065−15.1% | Reduced |
| J. Safra Sarasin Holding AG | 331,062 | $30.7M | 0.52% | −39,156−10.6% | Reduced |
| New York State Common Retirement Fund | 327,808 | $30.4M | 0.04% | −21,000−6.0% | Reduced |