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 |
|---|---|---|---|---|---|
| Universal- Beteiligungs- und Servicegesellschaft mbH | 318,012 | $29.5M | 0.06% | +318,012 | New |
| Canada Pension Plan Investment Board | 307,550 | $28.5M | 0.03% | +20,942+7.3% | Added |
| KBC Group NV | 304,423 | $28.2M | 0.08% | −19,467−6.0% | Reduced |
| New York State Teachers Retirement System | 304,303 | $28.2M | 0.06% | −13,384−4.2% | Reduced |
| Federated Hermes, Inc. | 303,039 | $28.1M | 0.06% | −23,369−7.2% | Reduced |
| Natixis Advisors, L.P. | 280,918 | $26.0M | 0.05% | +23,869+9.3% | Added |
| Quintet Private Bank (Europe) S.A. | 280,469 | $26.0M | 1.43% | +12,852+4.8% | Added |
| Welch & Forbes LLC | 277,550 | $25.7M | 0.33% | −9,965−3.5% | Reduced |
| APG Asset Management N.V. | 286,527 | $25.6M | 0.07% | +232,324+428.6% | Added |
| Korea Investment CORP | 270,723 | $25.1M | 0.06% | −35,968−11.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 266,506 | $24.7M | 0.06% | −101,424−27.6% | Reduced |
| Squarepoint Ops LLC | 266,095 | $24.6M | 0.06% | −106,869−28.7% | Reduced |
| Millennium Management LLC | 265,311 | $24.6M | 0.02% | +260,819+5,806.3% | Added |
| Raymond James Financial Inc | 264,013 | $24.5M | 0.01% | +264,013 | New |
| Border to Coast Pensions Partnership Ltd | 262,972 | $24.3M | 0.48% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 259,750 | $24.1M | 0.25% | +259,750 | New |
| FIFTHDELTA Ltd | 257,600 | $23.9M | 8.45% | −111,600−30.2% | Reduced |
| National Bank of Canada | 256,492 | $23.8M | 0.03% | −457,921−64.1% | Reduced |
| Manufacturers Life Insurance Company, The | 255,460 | $23.7M | 0.02% | −380,737−59.8% | Reduced |
| State of Wisconsin Investment Board | 252,905 | $23.4M | 0.06% | −246,379−49.3% | Reduced |
| Banque Pictet & Cie SA | 246,624 | $22.8M | 0.22% | −10,447−4.1% | Reduced |
| Ameriprise Financial Inc | 243,856 | $22.6M | 0.01% | −37,322−13.3% | Reduced |
| Danske Bank A/S | 239,248 | $22.2M | 0.07% | +41,067+20.7% | Added |
| Handelsbanken Fonder AB | 229,249 | $21.2M | 0.08% | +428+0.2% | Added |
| Andra AP-fonden | 226,034 | $20.9M | 0.34% | +77,800+52.5% | Added |
| AXA S.A. | 221,479 | $20.5M | 0.06% | +27,285+14.1% | Added |
| Swedbank AB | 220,119 | $20.4M | 0.03% | 00.0% | Unchanged |
| Toronto Dominion Bank | 219,473 | $20.3M | 0.04% | +79,200+56.5% | Added |
| Prudential Financial Inc | 217,541 | $20.1M | 0.03% | −84,350−27.9% | Reduced |
| Susquehanna International Group, LLP | 216,676 | $20.1M | 0.03% | +153,623+243.6% | Added |
| KLP Kapitalforvaltning AS | 215,542 | $20.0M | 0.09% | +215,542 | New |
| Credit Agricole S A | 211,192 | $19.6M | 0.07% | +83,769+65.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 211,104 | $19.6M | 0.06% | −5,190−2.4% | Reduced |
| LPL Financial LLC | 210,063 | $19.5M | 0.01% | +36,032+20.7% | Added |
| Royal London Asset Management Ltd | 208,406 | $19.3M | 0.05% | +7,151+3.6% | Added |
| US Bancorp | 206,653 | $19.1M | 0.03% | +3,933+1.9% | Added |
| TD Asset Management Inc | 202,801 | $18.8M | 0.02% | +23,881+13.3% | Added |
| Equitable Trust Co | 199,653 | $18.5M | 1.03% | −24,093−10.8% | Reduced |
| CI Private Wealth, LLC | 199,108 | $18.2M | 0.03% | −8,411−4.1% | Reduced |
| Nordea Investment Management AB | 194,795 | $18.1M | 0.02% | +13,043+7.2% | Added |
| Gotham Asset Management, LLC | 192,779 | $17.9M | 0.17% | −1,722−0.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 192,674 | $17.8M | 0.51% | +2,353+1.2% | Added |
| Illinois Municipal Retirement Fund | 187,457 | $17.4M | 0.25% | +2,157+1.2% | Added |
| M&T Bank Corp | 187,161 | $17.3M | 0.06% | +3,177+1.7% | Added |
| Treasurer of the State of North Carolina | 180,266 | $16.7M | 0.07% | −400.0% | Reduced |
| SEI Investments Co | 177,106 | $16.4M | 0.02% | −3,902−2.2% | Reduced |
| Mackenzie Financial Corp | 176,451 | $16.3M | 0.02% | +301+0.2% | Added |
| Davidson Investment Advisors | 173,540 | $16.1M | 0.78% | +2,808+1.6% | Added |
| Ensign Peak Advisors, Inc | 172,971 | $16.0M | 0.03% | −48,736−22.0% | Reduced |
| Kempen Capital Management N.V. | 170,512 | $15.8M | 0.16% | +2,731+1.6% | Added |
| PGGM Investments | 164,442 | $15.2M | 0.20% | 00.0% | Unchanged |
| Mn Services Vermogensbeheer B.V. | 159,600 | $14.8M | 0.10% | +2,600+1.7% | Added |
| DekaBank Deutsche Girozentrale | 158,568 | $14.7M | 0.03% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 155,580 | $14.4M | 1.63% | +933+0.6% | Added |
| Creative Planning | 155,043 | $14.4M | 0.01% | +5,262+3.5% | Added |
| Asset Management One Co.,Ltd. | 150,615 | $14.1M | 0.05% | +2,807+1.9% | Added |
| Commonwealth Equity Services, LLC | 149,098 | $13.8M | 0.02% | −2,939−1.9% | Reduced |
| Brown Advisory Inc | 146,453 | $13.6M | 0.02% | −11,278−7.2% | Reduced |
| CIBC Asset Management Inc | 146,138 | $13.5M | 0.04% | −739−0.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 145,564 | $13.5M | 0.04% | +2,840+2.0% | Added |
| Engineers Gate Manager LP | 145,157 | $13.4M | 0.23% | +145,157 | New |
| AdviceOne Advisory Services, LLC | 143,194 | $13.3M | 11.77% | +143,194 | New |
| Public Employees Retirement System of Ohio | 142,047 | $13.2M | 0.05% | −8,972−5.9% | Reduced |
| Standard Life Aberdeen plc | 142,018 | $13.1M | 0.02% | −11,542−7.5% | Reduced |
| Man Group plc | 138,257 | $12.8M | 0.04% | −117,312−45.9% | Reduced |
| State of New Jersey Common Pension Fund D | 138,102 | $12.8M | 0.05% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 135,386 | $12.5M | 0.06% | −562−0.4% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 132,718 | $12.3M | 0.07% | +132,718 | New |
| Forsta Ap-Fonden | 132,300 | $12.3M | 0.09% | −1,600−1.2% | Reduced |
| Factory Mutual Insurance Co | 130,800 | $12.1M | 0.13% | −113,200−46.4% | Reduced |
| Mill Capital Management, LLC | 127,393 | $11.8M | 0.93% | +212+0.2% | Added |
| MAI Capital Management | 124,813 | $11.6M | 0.09% | +2,936+2.4% | Added |
| Nomura Asset Management Co Ltd | 118,882 | $11.0M | 0.03% | −2,164−1.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 116,516 | $10.8M | 0.06% | −5,688−4.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 116,519 | $10.8M | 0.05% | +10,569+10.0% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $10.6M | 0.09% | 00.0% | Unchanged |
| Varma Mutual Pension Insurance Co | 114,542 | $10.6M | 0.08% | −10,000−8.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 114,542 | $10.6M | 0.02% | −70,957−38.3% | Reduced |
| Arizona State Retirement System | 114,083 | $10.6M | 0.06% | −1,846−1.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 113,262 | $10.5M | 0.14% | +698+0.6% | Added |
| Renaissance Technologies LLC | 112,400 | $10.4M | 0.02% | +112,400 | New |
| State of Michigan Retirement System | 108,407 | $10.0M | 0.05% | −700−0.6% | Reduced |
| Impax Asset Management Group plc | 106,769 | $9.89M | 0.04% | −4,527−4.1% | Reduced |
| MetLife Investment Management | 105,720 | $9.79M | 0.05% | +1,509+1.4% | Added |
| Meyer Handelman Co | 105,568 | $9.78M | 0.34% | −973−0.9% | Reduced |
| DnB Asset Management AS | 104,092 | $9.64M | 0.04% | −364−0.3% | Reduced |
| Allied Investment Advisors, LLC | 103,100 | $9.55M | 1.92% | −400−0.4% | Reduced |
| Connecticut Wealth Management, LLC | 100,892 | $9.34M | 0.46% | −180.0% | Reduced |
| Comerica Bank | 100,722 | $9.33M | 0.04% | −5,646−5.3% | Reduced |
| Nisa Investment Advisors, LLC | 100,626 | $9.32M | 0.04% | −15,633−13.4% | Reduced |
| Prospector Partners LLC | 97,201 | $9.00M | 1.02% | −31,614−24.5% | Reduced |
| Pictet North America Advisors SA | 96,608 | $8.95M | 0.85% | −10,379−9.7% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 95,320 | $8.83M | 0.41% | −161,500−62.9% | Reduced |
| Assenagon Asset Management S.A. | 94,909 | $8.79M | 0.02% | −179,967−65.5% | Reduced |
| United Capital Financial Advisers, LLC | 94,776 | $8.78M | 0.07% | +154+0.2% | Added |
| Stifel Financial Corp | 94,768 | $8.78M | 0.01% | +6,916+7.9% | Added |
| Corebridge Financial, Inc. | 94,582 | $8.76M | 0.05% | −5,911−5.9% | Reduced |
| Clarkston Capital Partners, LLC | 94,405 | $8.74M | 0.17% | +94,405 | New |
| Anchor Capital Advisors LLC | 88,342 | $8.18M | 0.23% | −3,579−3.9% | Reduced |
| Czech National Bank | 86,612 | $8.02M | 0.07% | +5,015+6.1% | Added |