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 |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 30,958 | $2.86M | 0.02% | +18,885+156.4% | Added |
| Shelter Mutual Insurance Co | 31,200 | $2.89M | 0.72% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 31,302 | $2.90M | 0.01% | +204+0.7% | Added |
| Avantax Advisory Services, Inc. | 31,420 | $2.91M | 0.02% | +1,115+3.7% | Added |
| Agf Management Ltd | 31,646 | $2.93M | 0.01% | +24,903+369.3% | Added |
| Thrivent Financial for Lutherans | 32,232 | $2.98M | 0.01% | −4,380−12.0% | Reduced |
| Circle Wealth Management, LLC | 32,510 | $3.01M | 0.06% | 00.0% | Unchanged |
| HRT Financial LP | 32,518 | $3.01M | 0.02% | +32,518 | New |
| B. Metzler seel. Sohn & Co. AG | 32,983 | $3.05M | 0.03% | −197,819−85.7% | Reduced |
| Roundview Capital LLC | 33,075 | $3.06M | 0.21% | −101−0.3% | Reduced |
| Threadgill Financial, LLC | 33,798 | $3.13M | 1.66% | +1,752+5.5% | Added |
| Seascape Capital Management | 34,130 | $3.16M | 1.10% | +271+0.8% | Added |
| Oregon Public Employees Retirement Fund | 34,277 | $3.17M | 0.06% | −50−0.1% | Reduced |
| Wesbanco Bank Inc | 34,376 | $3.18M | 0.11% | −299−0.9% | Reduced |
| Colony Group, LLC | 34,386 | $3.18M | 0.01% | +11,615+51.0% | Added |
| Toroso Investments, LLC | 34,524 | $3.20M | 0.03% | +2,079+6.4% | Added |
| Occudo Quantitative Strategies LP | 34,735 | $3.22M | 0.58% | +34,735 | New |
| UniSuper Management Pty Ltd | 35,022 | $3.24M | 0.02% | +6,857+24.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 61,884 | $3.34M | 0.01% | +17,149+38.3% | Added |
| Verition Fund Management LLC | 36,215 | $3.35M | 0.02% | +33,740+1,363.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 29,895 | $3.40M | 0.59% | +18,036+152.1% | Added |
| Richard Bernstein Advisors LLC | 36,961 | $3.42M | 0.08% | 00.0% | Unchanged |
| Captrust Financial Advisors | 37,034 | $3.43M | 0.01% | −2,129−5.4% | Reduced |
| CIBC World Markets Inc. | 37,087 | $3.44M | 0.01% | +4,791+14.8% | Added |
| Regions Financial Corp | 37,100 | $3.44M | 0.03% | −320−0.9% | Reduced |
| Rafferty Asset Management, LLC | 37,314 | $3.46M | 0.01% | +3,727+11.1% | Added |
| Mizuho Securities USA LLC | 37,860 | $3.51M | 0.06% | +11,886+45.8% | Added |
| O'Shaughnessy Asset Management, LLC | 38,005 | $3.52M | 0.03% | +3,155+9.1% | Added |
| Groupe la Francaise | 38,027 | $3.53M | 0.09% | +38,027 | New |
| Aviso Financial Inc. | 38,900 | $3.60M | 0.18% | −1,967−4.8% | Reduced |
| Ashburton (Jersey) Ltd | 39,099 | $3.62M | 1.60% | +39,099 | New |
| Rockefeller Capital Management L.P. | 39,179 | $3.63M | 0.01% | −2,011−4.9% | Reduced |
| Atlantic Union Bankshares Corp | 39,370 | $3.65M | 0.21% | +682+1.8% | Added |
| Wealthfront Advisers LLC | 39,622 | $3.67M | 0.01% | +107+0.3% | Added |
| JustInvest LLC | 39,840 | $3.69M | 0.06% | +3,180+8.7% | Added |
| Fiduciary Trust Co | 40,267 | $3.73M | 0.05% | +719+1.8% | Added |
| Aquatic Capital Management LLC | 40,485 | $3.75M | 0.10% | +40,485 | New |
| Alps Advisors Inc | 41,071 | $3.80M | 0.02% | −136−0.3% | Reduced |
| Farmers & Merchants Investments Inc | 41,732 | $3.86M | 0.12% | +4,089+10.9% | Added |
| First Manhattan Co | 41,786 | $3.87M | 0.01% | −3,720−8.2% | Reduced |
| Aureus Asset Management, LLC | 41,866 | $3.88M | 0.25% | −1,435−3.3% | Reduced |
| Arlington Partners LLC | 41,882 | $3.88M | 1.51% | +3,306+8.6% | Added |
| Avanza Fonder AB | 42,729 | $3.96M | 0.12% | +42,729 | New |
| Elo Mutual Pension Insurance Co | 42,767 | $3.96M | 0.08% | +7,076+19.8% | Added |
| Clifford Swan Investment Counsel LLC | 43,940 | $4.07M | 0.15% | −646−1.4% | Reduced |
| QRG Capital Management, Inc. | 44,077 | $4.08M | 0.04% | +3,139+7.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 44,165 | $4.09M | 0.04% | +1,038+2.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 44,572 | $4.13M | 0.01% | +1,515+3.5% | Added |
| Brown Shipley& Co Ltd | 45,395 | $4.20M | 2.09% | −2,409−5.0% | Reduced |
| EFG Asset Management (Americas) Corp. | 45,529 | $4.22M | 0.82% | −27,175−37.4% | Reduced |
| State of Alaska, Department of Revenue | 45,546 | $4.22M | 0.05% | −9,520−17.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 43,552 | $4.26M | 0.04% | +91+0.2% | Added |
| Evoke Wealth, LLC | 46,047 | $4.26M | 0.12% | −2,260−4.7% | Reduced |
| Wesleyan Assurance Society | 46,100 | $4.27M | 0.33% | −2,000−4.2% | Reduced |
| Scotia Capital Inc. | 46,122 | $4.27M | 0.02% | −152−0.3% | Reduced |
| Brinker Capital Investments, LLC | 46,183 | $4.28M | 0.04% | −1,657−3.5% | Reduced |
| Orion Portfolio Solutions, LLC | 46,183 | $4.28M | 0.04% | −1,657−3.5% | Reduced |
| Mercer Global Advisors Inc | 46,473 | $4.30M | 0.01% | −2,477−5.1% | Reduced |
| Cetera Investment Advisers | 46,797 | $4.33M | 0.01% | +1,943+4.3% | Added |
| Pathstone Holdings, LLC | 46,972 | $4.35M | 0.02% | −310−0.7% | Reduced |
| Caisse des Depots Et Consignations | 47,209 | $4.37M | 0.21% | +47,209 | New |
| BNP Paribas | 47,752 | $4.43M | 0.18% | −1,651−3.3% | Reduced |
| Mutual of America Capital Management LLC | 47,862 | $4.43M | 0.05% | −1,472−3.0% | Reduced |
| Cohen Capital Management, Inc. | 47,996 | $4.44M | 0.74% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 48,059 | $4.49M | 0.03% | −77−0.2% | Reduced |
| William Allan, LLC | 48,544 | $4.50M | 2.76% | +1,198+2.5% | Added |
| FORA Capital, LLC | 48,563 | $4.50M | 0.51% | +31,099+178.1% | Added |
| Kanawha Capital Management LLC | 49,320 | $4.57M | 0.36% | +364+0.7% | Added |
| Public Sector Pension Investment Board | 49,849 | $4.62M | 0.02% | +32,878+193.7% | Added |
| Sone Capital Management, LLC | 49,886 | $4.62M | 0.58% | +49,886 | New |
| Ipswich Investment Management Co., Inc. | 50,291 | $4.66M | 1.12% | −9,285−15.6% | Reduced |
| Gateway Investment Advisers LLC | 50,451 | $4.67M | 0.05% | −3,959−7.3% | Reduced |
| Cerity Partners LLC | 49,446 | $4.72M | 0.01% | +673+1.4% | Added |
| ING Groep NV | 51,020 | $4.72M | 0.03% | +15,450+43.4% | Added |
| Public Employees Retirement Association of Colorado | 51,159 | $4.74M | 0.02% | −569−1.1% | Reduced |
| First Eagle Investment Management, LLC | 52,203 | $4.83M | 0.01% | +8,474+19.4% | Added |
| Daiwa Securities Group Inc. | 52,649 | $4.88M | 0.02% | +3,476+7.1% | Added |
| Truist Financial Corp | 52,798 | $4.89M | 0.01% | −2,560−4.6% | Reduced |
| Lifeworks Advisors, LLC | 53,010 | $4.91M | 0.89% | +9,005+20.5% | Added |
| Allianz Asset Management GmbH | 53,548 | $4.96M | 0.01% | −36,519−40.5% | Reduced |
| Achmea Investment Management B.V. | 54,018 | $5.00M | 0.08% | −312−0.6% | Reduced |
| Foyston, Gordon, & Payne Inc | 56,094 | $5.19M | 1.38% | +156+0.3% | Added |
| Sheets Smith Wealth Management | 56,362 | $5.22M | 0.64% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 56,926 | $5.27M | 0.01% | +56,926 | New |
| Bank of Nova Scotia | 56,937 | $5.27M | 0.01% | +5,497+10.7% | Added |
| BTC Capital Management, Inc. | 57,325 | $5.30M | 0.49% | −130−0.2% | Reduced |
| Capital Fund Management S.A. | 57,263 | $5.30M | 0.05% | −37,103−39.3% | Reduced |
| Janney Montgomery Scott LLC | 57,347 | $5.31M | 0.01% | +843+1.5% | Added |
| United Services Automobile Association | 57,371 | $5.31M | 0.17% | −477−0.8% | Reduced |
| Xponance, Inc. | 57,999 | $5.37M | 0.05% | +2,307+4.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 58,253 | $5.39M | 0.05% | +58,253 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 58,850 | $5.45M | 0.01% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 59,154 | $5.48M | 0.38% | −1,051−1.7% | Reduced |
| New York Life Investment Management LLC | 59,214 | $5.48M | 0.05% | −88−0.1% | Reduced |
| Keybank National Association | 59,218 | $5.48M | 0.02% | −1,771−2.9% | Reduced |
| Modera Wealth Management, LLC | 60,554 | $5.61M | 0.07% | +14,064+30.3% | Added |
| Yousif Capital Management, LLC | 60,643 | $5.62M | 0.06% | −2,281−3.6% | Reduced |
| Antipodes Partners Ltd | 61,679 | $5.71M | 0.20% | −6,136−9.0% | Reduced |
| CIBC World Markets Corp | 63,086 | $5.84M | 0.03% | +8,507+15.6% | Added |
| Quantinno Capital Management LP | 63,266 | $5.86M | 0.06% | +33,061+109.5% | Added |