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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 86,487 | $8.01M | 0.03% | −950−1.1% | Reduced |
| Cloverfields Capital Group, LP | 85,010 | $7.87M | 2.53% | +1,448+1.7% | Added |
| Schwartz Investment Counsel Inc | 85,000 | $7.87M | 0.28% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 84,937 | $7.87M | 0.05% | −2,260−2.6% | Reduced |
| Teacher Retirement System of Texas | 82,277 | $7.62M | 0.03% | +79,570+2,939.4% | Added |
| Banco Santander, S.A. | 82,221 | $7.61M | 0.09% | −5,148−5.9% | Reduced |
| Sawgrass Asset Management LLC | 81,371 | $7.54M | 0.83% | −5,134−5.9% | Reduced |
| Artemis Investment Management LLP | 79,327 | $7.35M | 0.10% | +33,750+74.1% | Added |
| Amalgamated Bank | 78,905 | $7.31M | 0.06% | −2,083−2.6% | Reduced |
| Amica Mutual Insurance Co | 78,482 | $7.27M | 0.74% | 00.0% | Unchanged |
| Windward Capital Management Co | 78,442 | $7.26M | 0.56% | −681−0.9% | Reduced |
| British Columbia Investment Management Corp | 76,703 | $7.10M | 0.04% | +9,244+13.7% | Added |
| AdvisorShares Investments LLC | 76,222 | $7.06M | 1.36% | +10,178+15.4% | Added |
| Osborne Partners Capital Management, LLC | 76,189 | $7.06M | 0.41% | −1,389−1.8% | Reduced |
| Lincoln Capital LLC | 75,894 | $7.03M | 1.48% | −212−0.3% | Reduced |
| IFM Investors Pty Ltd | 75,288 | $6.97M | 0.07% | −7,873−9.5% | Reduced |
| Advisor Group Holdings, Inc. | 77,066 | $6.94M | 0.02% | +171+0.2% | Added |
| Ethic Inc. | 73,861 | $6.84M | 0.14% | +2,622+3.7% | Added |
| ProShare Advisors LLC | 73,461 | $6.80M | 0.02% | +6,698+10.0% | Added |
| Peapack Gladstone Financial Corp | 73,086 | $6.77M | 0.10% | +742+1.0% | Added |
| Mariner, LLC | 72,339 | $6.70M | 0.01% | +2,785+4.0% | Added |
| MML Investors Services, LLC | 72,268 | $6.69M | 0.02% | +3,060+4.4% | Added |
| MUFG Securities EMEA plc | 71,999 | $6.67M | 0.12% | +71,999 | New |
| State of Tennessee, Treasury Department | 71,761 | $6.65M | 0.02% | −3,933−5.2% | Reduced |
| Janus Henderson Group PLC | 70,485 | $6.53M | 0.00% | +4,674+7.1% | Added |
| Delta Asset Management LLC | 70,255 | $6.51M | 0.58% | −639−0.9% | Reduced |
| Pictet & Cie (Europe) SA | 67,376 | $6.24M | 0.14% | −2,332−3.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 66,824 | $6.19M | 0.06% | +3,100+4.9% | Added |
| Calamos Advisors LLC | 66,507 | $6.16M | 0.03% | −97−0.1% | Reduced |
| Utah Retirement Systems | 66,152 | $6.13M | 0.07% | −700−1.0% | Reduced |
| Commerce Bank | 65,549 | $6.07M | 0.04% | −95−0.1% | Reduced |
| Pinnacle Financial Partners Inc | 64,714 | $6.00M | 0.12% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 64,643 | $5.99M | 0.10% | −626−1.0% | Reduced |
| Pacer Advisors, Inc. | 63,328 | $5.86M | 0.01% | −8,116−11.4% | Reduced |
| Quantinno Capital Management LP | 63,266 | $5.86M | 0.06% | +33,061+109.5% | Added |
| CIBC World Markets Corp | 63,086 | $5.84M | 0.03% | +8,507+15.6% | Added |
| Antipodes Partners Ltd | 61,679 | $5.71M | 0.20% | −6,136−9.0% | Reduced |
| Yousif Capital Management, LLC | 60,643 | $5.62M | 0.06% | −2,281−3.6% | Reduced |
| Modera Wealth Management, LLC | 60,554 | $5.61M | 0.07% | +14,064+30.3% | Added |
| Keybank National Association | 59,218 | $5.48M | 0.02% | −1,771−2.9% | Reduced |
| New York Life Investment Management LLC | 59,214 | $5.48M | 0.05% | −88−0.1% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 59,154 | $5.48M | 0.38% | −1,051−1.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 58,850 | $5.45M | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 58,253 | $5.39M | 0.05% | +58,253 | New |
| Xponance, Inc. | 57,999 | $5.37M | 0.05% | +2,307+4.1% | Added |
| United Services Automobile Association | 57,371 | $5.31M | 0.17% | −477−0.8% | Reduced |
| Janney Montgomery Scott LLC | 57,347 | $5.31M | 0.01% | +843+1.5% | Added |
| Capital Fund Management S.A. | 57,263 | $5.30M | 0.05% | −37,103−39.3% | Reduced |
| BTC Capital Management, Inc. | 57,325 | $5.30M | 0.49% | −130−0.2% | Reduced |
| Bank of Nova Scotia | 56,937 | $5.27M | 0.01% | +5,497+10.7% | Added |
| Qube Research & Technologies Ltd | 56,926 | $5.27M | 0.01% | +56,926 | New |
| Sheets Smith Wealth Management | 56,362 | $5.22M | 0.64% | 00.0% | Unchanged |
| Foyston, Gordon, & Payne Inc | 56,094 | $5.19M | 1.38% | +156+0.3% | Added |
| Achmea Investment Management B.V. | 54,018 | $5.00M | 0.08% | −312−0.6% | Reduced |
| Allianz Asset Management GmbH | 53,548 | $4.96M | 0.01% | −36,519−40.5% | Reduced |
| Lifeworks Advisors, LLC | 53,010 | $4.91M | 0.89% | +9,005+20.5% | Added |
| Truist Financial Corp | 52,798 | $4.89M | 0.01% | −2,560−4.6% | Reduced |
| Daiwa Securities Group Inc. | 52,649 | $4.88M | 0.02% | +3,476+7.1% | Added |
| First Eagle Investment Management, LLC | 52,203 | $4.83M | 0.01% | +8,474+19.4% | Added |
| Public Employees Retirement Association of Colorado | 51,159 | $4.74M | 0.02% | −569−1.1% | Reduced |
| ING Groep NV | 51,020 | $4.72M | 0.03% | +15,450+43.4% | Added |
| Cerity Partners LLC | 49,446 | $4.72M | 0.01% | +673+1.4% | Added |
| Gateway Investment Advisers LLC | 50,451 | $4.67M | 0.05% | −3,959−7.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 50,291 | $4.66M | 1.12% | −9,285−15.6% | Reduced |
| Sone Capital Management, LLC | 49,886 | $4.62M | 0.58% | +49,886 | New |
| Public Sector Pension Investment Board | 49,849 | $4.62M | 0.02% | +32,878+193.7% | Added |
| Kanawha Capital Management LLC | 49,320 | $4.57M | 0.36% | +364+0.7% | Added |
| FORA Capital, LLC | 48,563 | $4.50M | 0.51% | +31,099+178.1% | Added |
| William Allan, LLC | 48,544 | $4.50M | 2.76% | +1,198+2.5% | Added |
| Nissay Asset Management Corp | 48,059 | $4.49M | 0.03% | −77−0.2% | Reduced |
| Cohen Capital Management, Inc. | 47,996 | $4.44M | 0.74% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 47,862 | $4.43M | 0.05% | −1,472−3.0% | Reduced |
| BNP Paribas | 47,752 | $4.43M | 0.18% | −1,651−3.3% | Reduced |
| Caisse des Depots Et Consignations | 47,209 | $4.37M | 0.21% | +47,209 | New |
| Pathstone Holdings, LLC | 46,972 | $4.35M | 0.02% | −310−0.7% | Reduced |
| Cetera Investment Advisers | 46,797 | $4.33M | 0.01% | +1,943+4.3% | Added |
| Mercer Global Advisors Inc | 46,473 | $4.30M | 0.01% | −2,477−5.1% | Reduced |
| Brinker Capital Investments, LLC | 46,183 | $4.28M | 0.04% | −1,657−3.5% | Reduced |
| Orion Portfolio Solutions, LLC | 46,183 | $4.28M | 0.04% | −1,657−3.5% | Reduced |
| Scotia Capital Inc. | 46,122 | $4.27M | 0.02% | −152−0.3% | Reduced |
| Wesleyan Assurance Society | 46,100 | $4.27M | 0.33% | −2,000−4.2% | Reduced |
| Evoke Wealth, LLC | 46,047 | $4.26M | 0.12% | −2,260−4.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 43,552 | $4.26M | 0.04% | +91+0.2% | Added |
| State of Alaska, Department of Revenue | 45,546 | $4.22M | 0.05% | −9,520−17.3% | Reduced |
| EFG Asset Management (Americas) Corp. | 45,529 | $4.22M | 0.82% | −27,175−37.4% | Reduced |
| Brown Shipley& Co Ltd | 45,395 | $4.20M | 2.09% | −2,409−5.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 44,572 | $4.13M | 0.01% | +1,515+3.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 44,165 | $4.09M | 0.04% | +1,038+2.4% | Added |
| QRG Capital Management, Inc. | 44,077 | $4.08M | 0.04% | +3,139+7.7% | Added |
| Clifford Swan Investment Counsel LLC | 43,940 | $4.07M | 0.15% | −646−1.4% | Reduced |
| Elo Mutual Pension Insurance Co | 42,767 | $3.96M | 0.08% | +7,076+19.8% | Added |
| Avanza Fonder AB | 42,729 | $3.96M | 0.12% | +42,729 | New |
| Arlington Partners LLC | 41,882 | $3.88M | 1.51% | +3,306+8.6% | Added |
| Aureus Asset Management, LLC | 41,866 | $3.88M | 0.25% | −1,435−3.3% | Reduced |
| First Manhattan Co | 41,786 | $3.87M | 0.01% | −3,720−8.2% | Reduced |
| Farmers & Merchants Investments Inc | 41,732 | $3.86M | 0.12% | +4,089+10.9% | Added |
| Alps Advisors Inc | 41,071 | $3.80M | 0.02% | −136−0.3% | Reduced |
| Aquatic Capital Management LLC | 40,485 | $3.75M | 0.10% | +40,485 | New |
| Fiduciary Trust Co | 40,267 | $3.73M | 0.05% | +719+1.8% | Added |
| JustInvest LLC | 39,840 | $3.69M | 0.06% | +3,180+8.7% | Added |