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 |
|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 63,328 | $5.86M | 0.01% | −8,116−11.4% | Reduced |
| Bradley Foster & Sargent Inc | 64,643 | $5.99M | 0.10% | −626−1.0% | Reduced |
| Pinnacle Financial Partners Inc | 64,714 | $6.00M | 0.12% | 00.0% | Unchanged |
| Commerce Bank | 65,549 | $6.07M | 0.04% | −95−0.1% | Reduced |
| Utah Retirement Systems | 66,152 | $6.13M | 0.07% | −700−1.0% | Reduced |
| Calamos Advisors LLC | 66,507 | $6.16M | 0.03% | −97−0.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 66,824 | $6.19M | 0.06% | +3,100+4.9% | Added |
| Pictet & Cie (Europe) SA | 67,376 | $6.24M | 0.14% | −2,332−3.3% | Reduced |
| Delta Asset Management LLC | 70,255 | $6.51M | 0.58% | −639−0.9% | Reduced |
| Janus Henderson Group PLC | 70,485 | $6.53M | 0.00% | +4,674+7.1% | Added |
| State of Tennessee, Treasury Department | 71,761 | $6.65M | 0.02% | −3,933−5.2% | Reduced |
| MUFG Securities EMEA plc | 71,999 | $6.67M | 0.12% | +71,999 | New |
| MML Investors Services, LLC | 72,268 | $6.69M | 0.02% | +3,060+4.4% | Added |
| Mariner, LLC | 72,339 | $6.70M | 0.01% | +2,785+4.0% | Added |
| Peapack Gladstone Financial Corp | 73,086 | $6.77M | 0.10% | +742+1.0% | Added |
| ProShare Advisors LLC | 73,461 | $6.80M | 0.02% | +6,698+10.0% | Added |
| Ethic Inc. | 73,861 | $6.84M | 0.14% | +2,622+3.7% | Added |
| Advisor Group Holdings, Inc. | 77,066 | $6.94M | 0.02% | +171+0.2% | Added |
| IFM Investors Pty Ltd | 75,288 | $6.97M | 0.07% | −7,873−9.5% | Reduced |
| Lincoln Capital LLC | 75,894 | $7.03M | 1.48% | −212−0.3% | Reduced |
| Osborne Partners Capital Management, LLC | 76,189 | $7.06M | 0.41% | −1,389−1.8% | Reduced |
| AdvisorShares Investments LLC | 76,222 | $7.06M | 1.36% | +10,178+15.4% | Added |
| British Columbia Investment Management Corp | 76,703 | $7.10M | 0.04% | +9,244+13.7% | Added |
| Windward Capital Management Co | 78,442 | $7.26M | 0.56% | −681−0.9% | Reduced |
| Amica Mutual Insurance Co | 78,482 | $7.27M | 0.74% | 00.0% | Unchanged |
| Amalgamated Bank | 78,905 | $7.31M | 0.06% | −2,083−2.6% | Reduced |
| Artemis Investment Management LLP | 79,327 | $7.35M | 0.10% | +33,750+74.1% | Added |
| Sawgrass Asset Management LLC | 81,371 | $7.54M | 0.83% | −5,134−5.9% | Reduced |
| Banco Santander, S.A. | 82,221 | $7.61M | 0.09% | −5,148−5.9% | Reduced |
| Teacher Retirement System of Texas | 82,277 | $7.62M | 0.03% | +79,570+2,939.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 84,937 | $7.87M | 0.05% | −2,260−2.6% | Reduced |
| Schwartz Investment Counsel Inc | 85,000 | $7.87M | 0.28% | 00.0% | Unchanged |
| Cloverfields Capital Group, LP | 85,010 | $7.87M | 2.53% | +1,448+1.7% | Added |
| Retirement Systems of Alabama | 86,487 | $8.01M | 0.03% | −950−1.1% | Reduced |
| Czech National Bank | 86,612 | $8.02M | 0.07% | +5,015+6.1% | Added |
| Anchor Capital Advisors LLC | 88,342 | $8.18M | 0.23% | −3,579−3.9% | Reduced |
| Clarkston Capital Partners, LLC | 94,405 | $8.74M | 0.17% | +94,405 | New |
| Corebridge Financial, Inc. | 94,582 | $8.76M | 0.05% | −5,911−5.9% | Reduced |
| Stifel Financial Corp | 94,768 | $8.78M | 0.01% | +6,916+7.9% | Added |
| United Capital Financial Advisers, LLC | 94,776 | $8.78M | 0.07% | +154+0.2% | Added |
| Assenagon Asset Management S.A. | 94,909 | $8.79M | 0.02% | −179,967−65.5% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 95,320 | $8.83M | 0.41% | −161,500−62.9% | Reduced |
| Pictet North America Advisors SA | 96,608 | $8.95M | 0.85% | −10,379−9.7% | Reduced |
| Prospector Partners LLC | 97,201 | $9.00M | 1.02% | −31,614−24.5% | Reduced |
| Nisa Investment Advisors, LLC | 100,626 | $9.32M | 0.04% | −15,633−13.4% | Reduced |
| Comerica Bank | 100,722 | $9.33M | 0.04% | −5,646−5.3% | Reduced |
| Connecticut Wealth Management, LLC | 100,892 | $9.34M | 0.46% | −180.0% | Reduced |
| Allied Investment Advisors, LLC | 103,100 | $9.55M | 1.92% | −400−0.4% | Reduced |
| DnB Asset Management AS | 104,092 | $9.64M | 0.04% | −364−0.3% | Reduced |
| Meyer Handelman Co | 105,568 | $9.78M | 0.34% | −973−0.9% | Reduced |
| MetLife Investment Management | 105,720 | $9.79M | 0.05% | +1,509+1.4% | Added |
| Impax Asset Management Group plc | 106,769 | $9.89M | 0.04% | −4,527−4.1% | Reduced |
| State of Michigan Retirement System | 108,407 | $10.0M | 0.05% | −700−0.6% | Reduced |
| Renaissance Technologies LLC | 112,400 | $10.4M | 0.02% | +112,400 | New |
| Cullen/Frost Bankers, Inc. | 113,262 | $10.5M | 0.14% | +698+0.6% | Added |
| Arizona State Retirement System | 114,083 | $10.6M | 0.06% | −1,846−1.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 114,542 | $10.6M | 0.02% | −70,957−38.3% | Reduced |
| Varma Mutual Pension Insurance Co | 114,542 | $10.6M | 0.08% | −10,000−8.0% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $10.6M | 0.09% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 116,519 | $10.8M | 0.05% | +10,569+10.0% | Added |
| Resona Asset Management Co.,Ltd. | 116,516 | $10.8M | 0.06% | −5,688−4.7% | Reduced |
| Nomura Asset Management Co Ltd | 118,882 | $11.0M | 0.03% | −2,164−1.8% | Reduced |
| MAI Capital Management | 124,813 | $11.6M | 0.09% | +2,936+2.4% | Added |
| Mill Capital Management, LLC | 127,393 | $11.8M | 0.93% | +212+0.2% | Added |
| Factory Mutual Insurance Co | 130,800 | $12.1M | 0.13% | −113,200−46.4% | Reduced |
| Forsta Ap-Fonden | 132,300 | $12.3M | 0.09% | −1,600−1.2% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 132,718 | $12.3M | 0.07% | +132,718 | New |
| Skandinaviska Enskilda Banken AB (publ) | 135,386 | $12.5M | 0.06% | −562−0.4% | Reduced |
| State of New Jersey Common Pension Fund D | 138,102 | $12.8M | 0.05% | 00.0% | Unchanged |
| Man Group plc | 138,257 | $12.8M | 0.04% | −117,312−45.9% | Reduced |
| Standard Life Aberdeen plc | 142,018 | $13.1M | 0.02% | −11,542−7.5% | Reduced |
| Public Employees Retirement System of Ohio | 142,047 | $13.2M | 0.05% | −8,972−5.9% | Reduced |
| AdviceOne Advisory Services, LLC | 143,194 | $13.3M | 11.77% | +143,194 | New |
| Engineers Gate Manager LP | 145,157 | $13.4M | 0.23% | +145,157 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 145,564 | $13.5M | 0.04% | +2,840+2.0% | Added |
| CIBC Asset Management Inc | 146,138 | $13.5M | 0.04% | −739−0.5% | Reduced |
| Brown Advisory Inc | 146,453 | $13.6M | 0.02% | −11,278−7.2% | Reduced |
| Commonwealth Equity Services, LLC | 149,098 | $13.8M | 0.02% | −2,939−1.9% | Reduced |
| Asset Management One Co.,Ltd. | 150,615 | $14.1M | 0.05% | +2,807+1.9% | Added |
| Creative Planning | 155,043 | $14.4M | 0.01% | +5,262+3.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 155,580 | $14.4M | 1.63% | +933+0.6% | Added |
| DekaBank Deutsche Girozentrale | 158,568 | $14.7M | 0.03% | 00.0% | Unchanged |
| Mn Services Vermogensbeheer B.V. | 159,600 | $14.8M | 0.10% | +2,600+1.7% | Added |
| PGGM Investments | 164,442 | $15.2M | 0.20% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 170,512 | $15.8M | 0.16% | +2,731+1.6% | Added |
| Ensign Peak Advisors, Inc | 172,971 | $16.0M | 0.03% | −48,736−22.0% | Reduced |
| Davidson Investment Advisors | 173,540 | $16.1M | 0.78% | +2,808+1.6% | Added |
| Mackenzie Financial Corp | 176,451 | $16.3M | 0.02% | +301+0.2% | Added |
| SEI Investments Co | 177,106 | $16.4M | 0.02% | −3,902−2.2% | Reduced |
| Treasurer of the State of North Carolina | 180,266 | $16.7M | 0.07% | −400.0% | Reduced |
| M&T Bank Corp | 187,161 | $17.3M | 0.06% | +3,177+1.7% | Added |
| Illinois Municipal Retirement Fund | 187,457 | $17.4M | 0.25% | +2,157+1.2% | Added |
| Carnegie Capital Asset Management, LLC | 192,674 | $17.8M | 0.51% | +2,353+1.2% | Added |
| Gotham Asset Management, LLC | 192,779 | $17.9M | 0.17% | −1,722−0.9% | Reduced |
| Nordea Investment Management AB | 194,795 | $18.1M | 0.02% | +13,043+7.2% | Added |
| CI Private Wealth, LLC | 199,108 | $18.2M | 0.03% | −8,411−4.1% | Reduced |
| Equitable Trust Co | 199,653 | $18.5M | 1.03% | −24,093−10.8% | Reduced |
| TD Asset Management Inc | 202,801 | $18.8M | 0.02% | +23,881+13.3% | Added |
| US Bancorp | 206,653 | $19.1M | 0.03% | +3,933+1.9% | Added |
| Royal London Asset Management Ltd | 208,406 | $19.3M | 0.05% | +7,151+3.6% | Added |