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 |
|---|---|---|---|---|---|
| Tiaa Trust, National Association | 14,974 | $1.39M | 0.00% | +36+0.2% | Added |
| Burling Wealth Partners, LLC | 15,214 | $1.41M | 0.29% | +15,214 | New |
| Trivant Custom Portfolio Group, LLC | 15,230 | $1.41M | 0.82% | +243+1.6% | Added |
| Argent Trust Co | 15,375 | $1.42M | 0.06% | +1,125+7.9% | Added |
| Redwood Investment Management, LLC | 15,439 | $1.43M | 0.14% | +412+2.7% | Added |
| Fifth Third Bancorp | 15,502 | $1.44M | 0.01% | −2,901−15.8% | Reduced |
| Beacon Pointe Advisors, LLC | 15,538 | $1.44M | 0.02% | +1,429+10.1% | Added |
| American National Bank | 15,568 | $1.44M | 0.16% | −84−0.5% | Reduced |
| Tufton Capital Management | 15,667 | $1.45M | 0.27% | −60−0.4% | Reduced |
| Shelter Ins Retirement Plan | 16,000 | $1.48M | 1.90% | 00.0% | Unchanged |
| Intech Investment Management LLC | 16,117 | $1.49M | 0.01% | −11,249−41.1% | Reduced |
| HB Wealth Management, LLC | 16,209 | $1.50M | 0.02% | +691+4.5% | Added |
| Generali Asset Management SPA SGR | 16,253 | $1.51M | 0.04% | +16,253 | New |
| Pensionfund Sabic | 16,500 | $1.53M | 0.40% | +4,000+32.0% | Added |
| Cresset Asset Management, LLC | 16,502 | $1.53M | 0.01% | −18,243−52.5% | Reduced |
| Everence Capital Management Inc | 16,780 | $1.55M | 0.10% | −3,700−18.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 16,872 | $1.56M | 0.65% | +312+1.9% | Added |
| Omers Administration Corp | 17,080 | $1.58M | 0.01% | −1,946,740−99.1% | Reduced |
| Perigon Wealth Management, LLC | 17,005 | $1.58M | 0.04% | +309+1.9% | Added |
| E. Ohman J:or Asset Management AB | 17,300 | $1.60M | 0.04% | +1,600+10.2% | Added |
| CWM, LLC | 17,523 | $1.62M | 0.01% | −204−1.2% | Reduced |
| RSM US Wealth Management LLC | 17,627 | $1.63M | 0.02% | −1,071−5.7% | Reduced |
| Dearborn Partners LLC | 17,661 | $1.64M | 0.07% | +25+0.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 17,743 | $1.64M | 0.02% | +11,894+203.4% | Added |
| Whittier Trust Co of Nevada Inc | 17,973 | $1.66M | 0.04% | +70+0.4% | Added |
| Kestra Advisory Services, LLC | 18,073 | $1.67M | 0.01% | −738−3.9% | Reduced |
| Pinnacle Associates Ltd | 18,129 | $1.68M | 0.02% | −1,991−9.9% | Reduced |
| Norinchukin Bank, The | 18,133 | $1.68M | 0.04% | +1,566+9.5% | Added |
| Zurich Insurance Group Ltd | 18,200 | $1.69M | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 18,502 | $1.71M | 0.00% | −1,017−5.2% | Reduced |
| Essex Financial Services, Inc. | 18,470 | $1.71M | 0.12% | −216−1.2% | Reduced |
| New Mexico Educational Retirement Board | 19,108 | $1.77M | 0.06% | −700−3.5% | Reduced |
| Quantbot Technologies LP | 19,239 | $1.78M | 0.07% | +19,239 | New |
| Schonfeld Strategic Advisors LLC | 19,519 | $1.81M | 0.01% | −297−1.5% | Reduced |
| Sage Capital Management, LLC | 19,533 | $1.81M | 0.91% | +241+1.2% | Added |
| Huntington National Bank | 19,994 | $1.85M | 0.01% | +417+2.1% | Added |
| Selway Asset Management | 20,021 | $1.85M | 0.73% | 00.0% | Unchanged |
| NBT Bank N A | 20,026 | $1.85M | 0.13% | −215−1.1% | Reduced |
| DMKC Advisory Services, LLC | 20,116 | $1.86M | 1.69% | +20,116 | New |
| ICICI Prudential Asset Management Co Ltd | 20,600 | $1.91M | 0.21% | 00.0% | Unchanged |
| Blair William & Co | 21,287 | $1.97M | 0.01% | −3,556−14.3% | Reduced |
| Maryland State Retirement & Pension System | 21,312 | $1.97M | 0.04% | −1,758−7.6% | Reduced |
| NEOS Investment Management LLC | 21,401 | $1.98M | 0.05% | +4,973+30.3% | Added |
| Private Advisor Group, LLC | 21,404 | $1.98M | 0.01% | +591+2.8% | Added |
| Securian Asset Management, Inc | 21,469 | $1.99M | 0.06% | −684−3.1% | Reduced |
| Louisiana State Employees Retirement System | 21,500 | $1.99M | 0.04% | −1,100−4.9% | Reduced |
| Sandy Spring Bank | 21,788 | $2.02M | 0.08% | −1,276−5.5% | Reduced |
| Dodge & Cox | 21,810 | $2.02M | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 22,000 | $2.04M | 0.90% | +1,500+7.3% | Added |
| Steward Partners Investment Advisory, LLC | 22,055 | $2.04M | 0.02% | +1,259+6.1% | Added |
| Tocqueville Asset Management L.P. | 22,057 | $2.04M | 0.03% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 22,101 | $2.05M | 0.09% | +113+0.5% | Added |
| Rockland Trust Co | 22,173 | $2.05M | 0.10% | −1,257−5.4% | Reduced |
| Sanctuary Advisors, LLC | 22,155 | $2.11M | 0.01% | −1,068−4.6% | Reduced |
| Plato Investment Management Ltd | 22,745 | $2.11M | 0.16% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 22,868 | $2.12M | 0.02% | +8,433+58.4% | Added |
| Savant Capital, LLC | 22,881 | $2.12M | 0.02% | −3,813−14.3% | Reduced |
| YHB Investment Advisors, Inc. | 23,011 | $2.13M | 0.18% | −406−1.7% | Reduced |
| Tower Research Capital LLC (TRC) | 23,265 | $2.15M | 0.04% | +12,402+114.2% | Added |
| Cohen Klingenstein LLC | 23,500 | $2.18M | 0.07% | −5,807−19.8% | Reduced |
| Okabena Investment Services Inc | 23,608 | $2.19M | 0.61% | −1,942−7.6% | Reduced |
| Boston Financial Mangement LLC | 23,727 | $2.20M | 0.07% | +175+0.7% | Added |
| AMG National Trust Bank | 23,730 | $2.20M | 0.06% | −20.0% | Reduced |
| Heritage Investors Management Corp | 23,888 | $2.21M | 0.07% | −699−2.8% | Reduced |
| Pinebridge Investments, L.P. | 24,095 | $2.23M | 0.02% | −579,180−96.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24,280 | $2.25M | 0.06% | +3,088+14.6% | Added |
| Sterling Capital Management LLC | 24,286 | $2.25M | 0.03% | +8,230+51.3% | Added |
| Crossmark Global Holdings, Inc. | 24,363 | $2.26M | 0.04% | −70−0.3% | Reduced |
| JB Capital LLC | 24,434 | $2.26M | 0.13% | −57−0.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 24,613 | $2.28M | 0.01% | +1,243+5.3% | Added |
| Oak Thistle LLC | 24,651 | $2.28M | 0.68% | +24,651 | New |
| Hartford Investment Management Co | 24,655 | $2.28M | 0.07% | −479−1.9% | Reduced |
| Liontrust Investment Partners LLP | 25,018 | $2.32M | 0.03% | 00.0% | Unchanged |
| Close Asset Management Ltd | 25,147 | $2.33M | 0.07% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 25,280 | $2.34M | 0.02% | −50−0.2% | Reduced |
| Canandaigua National Bank & Trust Co | 25,681 | $2.38M | 0.23% | −99−0.4% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 26,331 | $2.44M | 0.04% | +26,331 | New |
| Louisbourg Investments Inc. | 32,164 | $2.44M | 0.64% | −3,669−10.2% | Reduced |
| Glenmede Trust Co NA | 26,613 | $2.46M | 0.01% | −17,458−39.6% | Reduced |
| BDF-Gestion | 26,788 | $2.48M | 0.26% | −3,480−11.5% | Reduced |
| Liberty Capital Management, Inc. | 26,913 | $2.49M | 0.55% | +171+0.6% | Added |
| J.P. Marvel Investment Advisors, LLC | 26,944 | $2.50M | 0.41% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 27,122 | $2.51M | 1.02% | +2,752+11.3% | Added |
| Evercore Wealth Management, LLC | 27,468 | $2.54M | 0.04% | −40.0% | Reduced |
| Kentucky Retirement Systems | 27,526 | $2.55M | 0.08% | −379−1.4% | Reduced |
| Abn Amro Investment Solutions | 28,519 | $2.64M | 0.05% | −1,665−5.5% | Reduced |
| M. Kraus & Co | 28,605 | $2.65M | 0.79% | −552−1.9% | Reduced |
| Sciencast Management LP | 28,687 | $2.66M | 0.73% | +28,687 | New |
| Two Sigma Investments, LP | 28,700 | $2.66M | 0.01% | −1,439−4.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 28,865 | $2.67M | 0.00% | +2,263+8.5% | Added |
| Allworth Financial LP | 28,124 | $2.68M | 0.01% | +23,654+529.2% | Added |
| Boston Partners | 29,025 | $2.69M | 0.00% | −1,257,261−97.7% | Reduced |
| Caxton Associates LP | 29,056 | $2.69M | 0.09% | +24,307+511.8% | Added |
| LRI Investments, LLC | 29,158 | $2.70M | 0.26% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 29,381 | $2.72M | 0.16% | +29,381 | New |
| Gulf International Bank (UK) Ltd | 29,484 | $2.73M | 0.07% | −349−1.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 29,679 | $2.75M | 0.02% | −721−2.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 30,341 | $2.81M | 0.01% | +3,765+14.2% | Added |
| Baird Financial Group, Inc. | 30,419 | $2.82M | 0.01% | −742−2.4% | Reduced |
| Jump Financial, LLC | 30,637 | $2.84M | 0.06% | +30,637 | New |