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 |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 2,167,129 | $200.7M | 0.26% | −94,800−4.2% | Reduced |
| London Co of Virginia | 2,243,564 | $207.8M | 1.14% | −13,121−0.6% | Reduced |
| USS Investment Management Ltd | 2,293,062 | $212.3M | 1.54% | −22,926−1.0% | Reduced |
| Charles Schwab Investment Management Inc | 2,304,482 | $213.4M | 0.04% | +67,937+3.0% | Added |
| Schroder Investment Management Group | 2,402,879 | $222.4M | 0.21% | +155,670+6.9% | Added |
| Menora Mivtachim Holdings Ltd. | 2,439,724 | $225.9M | 1.42% | −551,105−18.4% | Reduced |
| Capital Research Global Investors | 2,784,371 | $257.9M | 0.05% | +3,803+0.1% | Added |
| UBS Group AG | 2,802,730 | $259.6M | 0.06% | +1,614,044+135.8% | Added |
| Legal & General Group Plc | 2,866,795 | $265.5M | 0.07% | −112,237−3.8% | Reduced |
| StonePine Asset Management Inc. | 3,002,419 | $278.1M | 2.61% | +121,322+4.2% | Added |
| CIBC Private Wealth Group, LLC | 3,066,278 | $281.5M | 0.51% | −82,600−2.6% | Reduced |
| Bank of New York Mellon Corp | 3,226,621 | $298.8M | 0.06% | −57,332−1.7% | Reduced |
| Bank of America Corp | 3,547,636 | $328.5M | 0.03% | −137,676−3.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,566,587 | $331.3M | 0.32% | +115,508+3.3% | Added |
| UBS Asset Management Americas Inc | 3,602,727 | $333.6M | 0.08% | +316,890+9.6% | Added |
| FMR LLC | 3,622,551 | $335.5M | 0.02% | +86,443+2.4% | Added |
| Wellington Management Group LLP | 3,759,138 | $348.1M | 0.06% | +78,686+2.1% | Added |
| Invesco Ltd. | 4,048,203 | $374.9M | 0.07% | +302,414+8.1% | Added |
| Sarasin & Partners LLP | 4,053,315 | $375.4M | 4.14% | +229,523+6.0% | Added |
| BLS Capital Fondsmaeglerselskab A/S | 4,198,788 | $388.8M | 11.92% | −353,739−7.8% | Reduced |
| Northern Trust Corp | 4,577,626 | $423.9M | 0.06% | +501,016+12.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,159,105 | $477.8M | 1.55% | +60,564+1.2% | Added |
| Fundsmith LLPSuperinvestorFundsmith | 5,966,777 | $552.6M | 2.36% | −174,451−2.8% | Reduced |
| Fiera Capital Corp | 6,596,755 | $610.9M | 1.92% | −306,542−4.4% | Reduced |
| Norges Bank | 7,017,420 | $649.9M | 0.09% | −34,976−0.5% | Reduced |
| Massachusetts Financial Services Co | 7,605,562 | $704.4M | 0.22% | −438,127−5.4% | Reduced |
| Franklin Resources Inc | 7,785,116 | $721.0M | 0.20% | +435,372+5.9% | Added |
| Geode Capital Management, LLC | 11,126,735 | $1.03B | 0.08% | +95,035+0.9% | Added |
| Morgan Stanley | 11,926,377 | $1.10B | 0.08% | +138,659+1.2% | Added |
| State Street Corp | 16,062,695 | $1.49B | 0.06% | −12,946−0.1% | Reduced |
| Alliancebernstein L.P. | 19,777,577 | $1.83B | 0.62% | −1,766,664−8.2% | Reduced |
| BlackRock, Inc. | 32,916,884 | $3.05B | 0.06% | +395,386+1.2% | Added |
| JPMorgan Chase & Co | 35,523,891 | $3.29B | 0.26% | +7,447,860+26.5% | Added |
| Vanguard Group Inc | 45,003,843 | $4.17B | 0.07% | +149,123+0.3% | Added |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −173,588−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −125,333−100.0% | Sold out |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Trium Capital LLP | 0 | $0 | 0.00% | −73,370−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −43,563−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −43,498−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −40,020−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −34,461−100.0% | Sold out |
| Eventide Asset Management, LLC | 0 | $0 | 0.00% | −33,664−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −28,666−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −24,921−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −23,523−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −22,816−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −22,458−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −207,168−100.0% | Sold out |
| Snider Financial Group | 0 | $0 | 0.00% | −18,358−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −17,237−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −10,118−100.0% | Sold out |
| Canal Insurance CO | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −9,712−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −9,428−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −6,938−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −6,508−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −6,274−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −5,136−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −4,492−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −4,013−100.0% | Sold out |
| Fractal Investments LLC | 0 | $0 | 0.00% | −3,690−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −3,658−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −3,478−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −3,437−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,125−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −3,060−100.0% | Sold out |
| Bellecapital International Ltd. | 0 | $0 | 0.00% | −2,624−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −2,364−100.0% | Sold out |
| Conning Inc. | 0 | $0 | 0.00% | −2,304−100.0% | Sold out |
| Lowe Brockenbrough & Co Inc | 0 | $0 | 0.00% | −2,290−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −2,278−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −2,222−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −2,218−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,182−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −2,182−100.0% | Sold out |
| Greenwood Gearhart Inc | 0 | $0 | 0.00% | −2,157−100.0% | Sold out |
| Pavion Blue Capital, LLC | 0 | $0 | 0.00% | −2,151−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −2,130−100.0% | Sold out |
| Bennett Selby Investments LP | 0 | $0 | 0.00% | −2,126−100.0% | Sold out |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −2,099−100.0% | Sold out |
| David Loasby | 0 | $0 | 0.00% | −2,082−100.0% | Sold out |
| Arrow Financial Corp | 0 | $0 | 0.00% | −2,075−100.0% | Sold out |
| Childress Capital Advisors, LLC | 0 | $0 | 0.00% | −2,073−100.0% | Sold out |
| US Financial Advisors, LLC | 0 | $0 | 0.00% | −2,054−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −2,048−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −2,039−100.0% | Sold out |
| Badgley Phelps Wealth Managers, LLC | 0 | $0 | 0.00% | −2,028−100.0% | Sold out |
| Cullinan Associates Inc | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −2,021−100.0% | Sold out |
| Claret Asset Management Corp | 0 | $0 | 0.00% | −2,017−100.0% | Sold out |
| Savoie Capital LLC | 0 | $0 | 0.00% | −2,019−100.0% | Sold out |
| Marathon Capital Management | 0 | $0 | 0.00% | −1,997−100.0% | Sold out |
| Becker Capital Management Inc | 0 | $0 | 0.00% | −1,983−100.0% | Sold out |
| Cassaday & Co Wealth Management LLC | 0 | $0 | 0.00% | −1,977−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −1,956−100.0% | Sold out |
| Capital Planning Advisors, LLC | 0 | $0 | 0.00% | −1,931−100.0% | Sold out |
| Bath Savings Trust Co | 0 | $0 | 0.00% | −1,930−100.0% | Sold out |
| Townsend & Associates, Inc | 0 | $0 | 0.00% | −1,950−100.0% | Sold out |