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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 210,063 | $19.5M | 0.01% | +36,032+20.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 211,104 | $19.6M | 0.06% | −5,190−2.4% | Reduced |
| Credit Agricole S A | 211,192 | $19.6M | 0.07% | +83,769+65.7% | Added |
| KLP Kapitalforvaltning AS | 215,542 | $20.0M | 0.09% | +215,542 | New |
| Susquehanna International Group, LLP | 216,676 | $20.1M | 0.03% | +153,623+243.6% | Added |
| Prudential Financial Inc | 217,541 | $20.1M | 0.03% | −84,350−27.9% | Reduced |
| Toronto Dominion Bank | 219,473 | $20.3M | 0.04% | +79,200+56.5% | Added |
| Swedbank AB | 220,119 | $20.4M | 0.03% | 00.0% | Unchanged |
| AXA S.A. | 221,479 | $20.5M | 0.06% | +27,285+14.1% | Added |
| Andra AP-fonden | 226,034 | $20.9M | 0.34% | +77,800+52.5% | Added |
| Handelsbanken Fonder AB | 229,249 | $21.2M | 0.08% | +428+0.2% | Added |
| Danske Bank A/S | 239,248 | $22.2M | 0.07% | +41,067+20.7% | Added |
| Ameriprise Financial Inc | 243,856 | $22.6M | 0.01% | −37,322−13.3% | Reduced |
| Banque Pictet & Cie SA | 246,624 | $22.8M | 0.22% | −10,447−4.1% | Reduced |
| State of Wisconsin Investment Board | 252,905 | $23.4M | 0.06% | −246,379−49.3% | Reduced |
| Manufacturers Life Insurance Company, The | 255,460 | $23.7M | 0.02% | −380,737−59.8% | Reduced |
| National Bank of Canada | 256,492 | $23.8M | 0.03% | −457,921−64.1% | Reduced |
| FIFTHDELTA Ltd | 257,600 | $23.9M | 8.45% | −111,600−30.2% | Reduced |
| ExodusPoint Capital Management, LP | 259,750 | $24.1M | 0.25% | +259,750 | New |
| Border to Coast Pensions Partnership Ltd | 262,972 | $24.3M | 0.48% | 00.0% | Unchanged |
| Raymond James Financial Inc | 264,013 | $24.5M | 0.01% | +264,013 | New |
| Millennium Management LLC | 265,311 | $24.6M | 0.02% | +260,819+5,806.3% | Added |
| Squarepoint Ops LLC | 266,095 | $24.6M | 0.06% | −106,869−28.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 266,506 | $24.7M | 0.06% | −101,424−27.6% | Reduced |
| Korea Investment CORP | 270,723 | $25.1M | 0.06% | −35,968−11.7% | Reduced |
| APG Asset Management N.V. | 286,527 | $25.6M | 0.07% | +232,324+428.6% | Added |
| Welch & Forbes LLC | 277,550 | $25.7M | 0.33% | −9,965−3.5% | Reduced |
| Quintet Private Bank (Europe) S.A. | 280,469 | $26.0M | 1.43% | +12,852+4.8% | Added |
| Natixis Advisors, L.P. | 280,918 | $26.0M | 0.05% | +23,869+9.3% | Added |
| Federated Hermes, Inc. | 303,039 | $28.1M | 0.06% | −23,369−7.2% | Reduced |
| New York State Teachers Retirement System | 304,303 | $28.2M | 0.06% | −13,384−4.2% | Reduced |
| KBC Group NV | 304,423 | $28.2M | 0.08% | −19,467−6.0% | Reduced |
| Canada Pension Plan Investment Board | 307,550 | $28.5M | 0.03% | +20,942+7.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 318,012 | $29.5M | 0.06% | +318,012 | New |
| New York State Common Retirement Fund | 327,808 | $30.4M | 0.04% | −21,000−6.0% | Reduced |
| J. Safra Sarasin Holding AG | 331,062 | $30.7M | 0.52% | −39,156−10.6% | Reduced |
| Comgest Global Investors S.A.S. | 338,087 | $31.3M | 0.51% | −60,065−15.1% | Reduced |
| American Century Companies Inc | 341,387 | $31.6M | 0.02% | −194,894−36.3% | Reduced |
| Citadel Advisors LLC | 355,218 | $32.9M | 0.03% | +248,051+231.5% | Added |
| Pensioenfonds Rail & Ov | 372,053 | $34.5M | 2.34% | −7,646−2.0% | Reduced |
| Bahl & Gaynor Inc | 374,695 | $34.7M | 0.18% | −8,956−2.3% | Reduced |
| AQR Capital Management LLC | 378,542 | $35.1M | 0.05% | +96,105+34.0% | Added |
| Bank of Montreal | 405,582 | $37.6M | 0.02% | −4,210−1.0% | Reduced |
| J. Stern & Co. LLP | 414,566 | $38.4M | 3.62% | +22,857+5.8% | Added |
| Los Angeles Capital Management LLC | 415,138 | $38.4M | 0.16% | −487,376−54.0% | Reduced |
| The PNC Financial Services Group, Inc. | 421,547 | $39.0M | 0.03% | −18,347−4.2% | Reduced |
| Twinbeech Capital LP | 424,235 | $39.3M | 0.67% | +424,235 | New |
| State Board of Administration of Florida Retirement System | 431,869 | $40.0M | 0.08% | −27,450−6.0% | Reduced |
| Storebrand Asset Management AS | 438,203 | $40.6M | 0.12% | +95,730+28.0% | Added |
| Jane Street Group, LLC | 442,661 | $41.0M | 0.07% | +442,661 | New |
| Principal Financial Group Inc | 462,548 | $42.8M | 0.02% | −8,496−1.8% | Reduced |
| Rathbone Brothers plc | 484,364 | $44.9M | 0.22% | +11,804+2.5% | Added |
| Candriam Luxembourg S.C.A. | 501,080 | $46.4M | 0.27% | +44,980+9.9% | Added |
| First Trust Advisors LP | 516,476 | $47.8M | 0.04% | −100,043−16.2% | Reduced |
| Railway Pension Investments Ltd | 526,000 | $48.7M | 0.65% | −37,900−6.7% | Reduced |
| Voya Investment Management LLC | 533,573 | $49.4M | 0.05% | −56,085−9.5% | Reduced |
| Artisan Partners Limited Partnership | 544,655 | $50.4M | 0.08% | +280+0.1% | Added |
| Envestnet Asset Management Inc | 558,086 | $51.7M | 0.02% | +12,310+2.3% | Added |
| National Pension Service | 564,771 | $52.3M | 0.05% | −610,470−51.9% | Reduced |
| HM Payson & Co | 568,000 | $52.6M | 0.89% | −1,506−0.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 570,274 | $52.8M | 0.13% | −154,665−21.3% | Reduced |
| Great West Life Assurance Co | 611,278 | $56.6M | 0.10% | −15,557−2.5% | Reduced |
| Neuberger Berman Group LLC | 616,011 | $57.0M | 0.05% | −70,546−10.3% | Reduced |
| Barclays PLC | 629,208 | $58.3M | 0.03% | −238,279−27.5% | Reduced |
| Wells Fargo & Company | 647,022 | $59.9M | 0.01% | +5,512+0.9% | Added |
| California State Teachers Retirement System | 647,179 | $59.9M | 0.07% | −11,745−1.8% | Reduced |
| BNP Paribas Arbitrage, SA | 723,053 | $67.0M | 0.05% | +723,053 | New |
| Rhumbline Advisers | 729,946 | $67.6M | 0.06% | −27,649−3.6% | Reduced |
| Gates Capital Management, Inc. | 761,748 | $70.5M | 2.08% | −65,000−7.9% | Reduced |
| Jennison Associates LLC | 766,705 | $71.0M | 0.04% | −411,852−34.9% | Reduced |
| Parnassus Investments | 771,116 | $71.4M | 0.16% | −51,656−6.3% | Reduced |
| HSBC Holdings PLC | 778,174 | $72.0M | 0.04% | +27,742+3.7% | Added |
| Citigroup Inc | 814,841 | $75.5M | 0.07% | +405,118+98.9% | Added |
| Victory Capital Management Inc | 833,644 | $77.2M | 0.08% | +148,297+21.6% | Added |
| HighTower Advisors, LLC | 834,629 | $77.3M | 0.11% | −23,719−2.8% | Reduced |
| Nuveen Asset Management, LLC | 865,913 | $80.2M | 0.02% | −16,978−1.9% | Reduced |
| Amundi | 882,043 | $81.0M | 0.03% | +214,651+32.2% | Added |
| Royal Bank of Canada | 879,250 | $81.4M | 0.02% | +158,079+21.9% | Added |
| Fisher Asset Management, LLC | 886,843 | $82.1M | 0.03% | −36,395−3.9% | Reduced |
| Macquarie Group Ltd | 904,405 | $82.3M | 0.10% | +51,057+6.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 938,843 | $86.9M | 0.06% | +9,972+1.1% | Added |
| Canoe Financial LP | 1,033,423 | $95.7M | 1.56% | +904,157+699.5% | Added |
| Brown Brothers Harriman & Co | 1,035,358 | $95.9M | 0.67% | +16,822+1.7% | Added |
| Aviva PLC | 1,101,334 | $102.0M | 0.26% | −79,024−6.7% | Reduced |
| Lazard Freres Gestion S.A.S. | 1,104,769 | $102.3M | 2.05% | +84,671+8.3% | Added |
| Fayez Sarofim & Co | 1,107,423 | $102.6M | 0.25% | +31,843+3.0% | Added |
| Swiss National Bank | 1,131,543 | $104.8M | 0.07% | −68,500−5.7% | Reduced |
| California Public Employees Retirement System | 1,155,835 | $107.0M | 0.07% | −55,694−4.6% | Reduced |
| Voloridge Investment Management, LLC | 1,290,620 | $119.5M | 0.42% | −177,576−12.1% | Reduced |
| Pictet Asset Management Holding SA | 1,297,308 | $120.1M | 0.13% | −67,333−4.9% | Reduced |
| Clearbridge Investments, LLC | 1,298,514 | $120.3M | 0.10% | −28,405−2.1% | Reduced |
| Russell Investments Group, Ltd. | 1,345,551 | $124.6M | 0.17% | +212,555+18.8% | Added |
| Jacobs Levy Equity Management, Inc | 1,385,894 | $128.3M | 0.45% | −261,731−15.9% | Reduced |
| Deutsche Bank AG | 1,695,446 | $157.0M | 0.06% | +206,444+13.9% | Added |
| Price T Rowe Associates Inc | 1,713,967 | $158.7M | 0.02% | −169,492−9.0% | Reduced |
| Goldman Sachs Group Inc | 1,749,431 | $162.0M | 0.03% | −262,587−13.1% | Reduced |
| Fundsmith Investment Services Ltd. | 1,766,746 | $163.6M | 2.13% | −14,692−0.8% | Reduced |
| Primecap Management Co | 1,809,921 | $167.6M | 0.13% | −3,959−0.2% | Reduced |
| Guinness Asset Management LTD | 1,947,756 | $180.4M | 3.39% | +96,950+5.2% | Added |
| Dimensional Fund Advisors LP | 2,095,669 | $194.1M | 0.05% | −428,581−17.0% | Reduced |