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 |
|---|---|---|---|---|---|
| Wealthfront Advisers LLC | 39,622 | $3.67M | 0.01% | +107+0.3% | Added |
| Atlantic Union Bankshares Corp | 39,370 | $3.65M | 0.21% | +682+1.8% | Added |
| Rockefeller Capital Management L.P. | 39,179 | $3.63M | 0.01% | −2,011−4.9% | Reduced |
| Ashburton (Jersey) Ltd | 39,099 | $3.62M | 1.60% | +39,099 | New |
| Aviso Financial Inc. | 38,900 | $3.60M | 0.18% | −1,967−4.8% | Reduced |
| Groupe la Francaise | 38,027 | $3.53M | 0.09% | +38,027 | New |
| O'Shaughnessy Asset Management, LLC | 38,005 | $3.52M | 0.03% | +3,155+9.1% | Added |
| Mizuho Securities USA LLC | 37,860 | $3.51M | 0.06% | +11,886+45.8% | Added |
| Rafferty Asset Management, LLC | 37,314 | $3.46M | 0.01% | +3,727+11.1% | Added |
| Regions Financial Corp | 37,100 | $3.44M | 0.03% | −320−0.9% | Reduced |
| CIBC World Markets Inc. | 37,087 | $3.44M | 0.01% | +4,791+14.8% | Added |
| Captrust Financial Advisors | 37,034 | $3.43M | 0.01% | −2,129−5.4% | Reduced |
| Richard Bernstein Advisors LLC | 36,961 | $3.42M | 0.08% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 29,895 | $3.40M | 0.59% | +18,036+152.1% | Added |
| Verition Fund Management LLC | 36,215 | $3.35M | 0.02% | +33,740+1,363.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 61,884 | $3.34M | 0.01% | +17,149+38.3% | Added |
| UniSuper Management Pty Ltd | 35,022 | $3.24M | 0.02% | +6,857+24.3% | Added |
| Occudo Quantitative Strategies LP | 34,735 | $3.22M | 0.58% | +34,735 | New |
| Toroso Investments, LLC | 34,524 | $3.20M | 0.03% | +2,079+6.4% | Added |
| Colony Group, LLC | 34,386 | $3.18M | 0.01% | +11,615+51.0% | Added |
| Wesbanco Bank Inc | 34,376 | $3.18M | 0.11% | −299−0.9% | Reduced |
| Oregon Public Employees Retirement Fund | 34,277 | $3.17M | 0.06% | −50−0.1% | Reduced |
| Seascape Capital Management | 34,130 | $3.16M | 1.10% | +271+0.8% | Added |
| Threadgill Financial, LLC | 33,798 | $3.13M | 1.66% | +1,752+5.5% | Added |
| Roundview Capital LLC | 33,075 | $3.06M | 0.21% | −101−0.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 32,983 | $3.05M | 0.03% | −197,819−85.7% | Reduced |
| HRT Financial LP | 32,518 | $3.01M | 0.02% | +32,518 | New |
| Circle Wealth Management, LLC | 32,510 | $3.01M | 0.06% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 32,232 | $2.98M | 0.01% | −4,380−12.0% | Reduced |
| Agf Management Ltd | 31,646 | $2.93M | 0.01% | +24,903+369.3% | Added |
| Avantax Advisory Services, Inc. | 31,420 | $2.91M | 0.02% | +1,115+3.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 31,302 | $2.90M | 0.01% | +204+0.7% | Added |
| Shelter Mutual Insurance Co | 31,200 | $2.89M | 0.72% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 30,958 | $2.86M | 0.02% | +18,885+156.4% | Added |
| Jump Financial, LLC | 30,637 | $2.84M | 0.06% | +30,637 | New |
| Baird Financial Group, Inc. | 30,419 | $2.82M | 0.01% | −742−2.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 30,341 | $2.81M | 0.01% | +3,765+14.2% | Added |
| Teachers Retirement System of the State of Kentucky | 29,679 | $2.75M | 0.02% | −721−2.4% | Reduced |
| Gulf International Bank (UK) Ltd | 29,484 | $2.73M | 0.07% | −349−1.2% | Reduced |
| Canada Post Corp Registered Pension Plan | 29,381 | $2.72M | 0.16% | +29,381 | New |
| LRI Investments, LLC | 29,158 | $2.70M | 0.26% | 00.0% | Unchanged |
| Caxton Associates LP | 29,056 | $2.69M | 0.09% | +24,307+511.8% | Added |
| Boston Partners | 29,025 | $2.69M | 0.00% | −1,257,261−97.7% | Reduced |
| Allworth Financial LP | 28,124 | $2.68M | 0.01% | +23,654+529.2% | Added |
| Northwestern Mutual Wealth Management Co | 28,865 | $2.67M | 0.00% | +2,263+8.5% | Added |
| Two Sigma Investments, LP | 28,700 | $2.66M | 0.01% | −1,439−4.8% | Reduced |
| Sciencast Management LP | 28,687 | $2.66M | 0.73% | +28,687 | New |
| M. Kraus & Co | 28,605 | $2.65M | 0.79% | −552−1.9% | Reduced |
| Abn Amro Investment Solutions | 28,519 | $2.64M | 0.05% | −1,665−5.5% | Reduced |
| Kentucky Retirement Systems | 27,526 | $2.55M | 0.08% | −379−1.4% | Reduced |
| Evercore Wealth Management, LLC | 27,468 | $2.54M | 0.04% | −40.0% | Reduced |
| Letson Investment Management, Inc. | 27,122 | $2.51M | 1.02% | +2,752+11.3% | Added |
| J.P. Marvel Investment Advisors, LLC | 26,944 | $2.50M | 0.41% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 26,913 | $2.49M | 0.55% | +171+0.6% | Added |
| BDF-Gestion | 26,788 | $2.48M | 0.26% | −3,480−11.5% | Reduced |
| Glenmede Trust Co NA | 26,613 | $2.46M | 0.01% | −17,458−39.6% | Reduced |
| Louisbourg Investments Inc. | 32,164 | $2.44M | 0.64% | −3,669−10.2% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 26,331 | $2.44M | 0.04% | +26,331 | New |
| Canandaigua National Bank & Trust Co | 25,681 | $2.38M | 0.23% | −99−0.4% | Reduced |
| Silvercrest Asset Management Group LLC | 25,280 | $2.34M | 0.02% | −50−0.2% | Reduced |
| Close Asset Management Ltd | 25,147 | $2.33M | 0.07% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 25,018 | $2.32M | 0.03% | 00.0% | Unchanged |
| Hartford Investment Management Co | 24,655 | $2.28M | 0.07% | −479−1.9% | Reduced |
| Oak Thistle LLC | 24,651 | $2.28M | 0.68% | +24,651 | New |
| Envestnet Portfolio Solutions, Inc. | 24,613 | $2.28M | 0.01% | +1,243+5.3% | Added |
| JB Capital LLC | 24,434 | $2.26M | 0.13% | −57−0.2% | Reduced |
| Crossmark Global Holdings, Inc. | 24,363 | $2.26M | 0.04% | −70−0.3% | Reduced |
| Sterling Capital Management LLC | 24,286 | $2.25M | 0.03% | +8,230+51.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24,280 | $2.25M | 0.06% | +3,088+14.6% | Added |
| Pinebridge Investments, L.P. | 24,095 | $2.23M | 0.02% | −579,180−96.0% | Reduced |
| Heritage Investors Management Corp | 23,888 | $2.21M | 0.07% | −699−2.8% | Reduced |
| AMG National Trust Bank | 23,730 | $2.20M | 0.06% | −20.0% | Reduced |
| Boston Financial Mangement LLC | 23,727 | $2.20M | 0.07% | +175+0.7% | Added |
| Okabena Investment Services Inc | 23,608 | $2.19M | 0.61% | −1,942−7.6% | Reduced |
| Cohen Klingenstein LLC | 23,500 | $2.18M | 0.07% | −5,807−19.8% | Reduced |
| Tower Research Capital LLC (TRC) | 23,265 | $2.15M | 0.04% | +12,402+114.2% | Added |
| YHB Investment Advisors, Inc. | 23,011 | $2.13M | 0.18% | −406−1.7% | Reduced |
| Savant Capital, LLC | 22,881 | $2.12M | 0.02% | −3,813−14.3% | Reduced |
| Park Avenue Securities LLC | 22,868 | $2.12M | 0.02% | +8,433+58.4% | Added |
| Plato Investment Management Ltd | 22,745 | $2.11M | 0.16% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 22,155 | $2.11M | 0.01% | −1,068−4.6% | Reduced |
| Rockland Trust Co | 22,173 | $2.05M | 0.10% | −1,257−5.4% | Reduced |
| Venture Visionary Partners LLC | 22,101 | $2.05M | 0.09% | +113+0.5% | Added |
| Tocqueville Asset Management L.P. | 22,057 | $2.04M | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 22,055 | $2.04M | 0.02% | +1,259+6.1% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 22,000 | $2.04M | 0.90% | +1,500+7.3% | Added |
| Dodge & Cox | 21,810 | $2.02M | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 21,788 | $2.02M | 0.08% | −1,276−5.5% | Reduced |
| Louisiana State Employees Retirement System | 21,500 | $1.99M | 0.04% | −1,100−4.9% | Reduced |
| Securian Asset Management, Inc | 21,469 | $1.99M | 0.06% | −684−3.1% | Reduced |
| Private Advisor Group, LLC | 21,404 | $1.98M | 0.01% | +591+2.8% | Added |
| NEOS Investment Management LLC | 21,401 | $1.98M | 0.05% | +4,973+30.3% | Added |
| Maryland State Retirement & Pension System | 21,312 | $1.97M | 0.04% | −1,758−7.6% | Reduced |
| Blair William & Co | 21,287 | $1.97M | 0.01% | −3,556−14.3% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 20,600 | $1.91M | 0.21% | 00.0% | Unchanged |
| DMKC Advisory Services, LLC | 20,116 | $1.86M | 1.69% | +20,116 | New |
| NBT Bank N A | 20,026 | $1.85M | 0.13% | −215−1.1% | Reduced |
| Selway Asset Management | 20,021 | $1.85M | 0.73% | 00.0% | Unchanged |
| Huntington National Bank | 19,994 | $1.85M | 0.01% | +417+2.1% | Added |
| Sage Capital Management, LLC | 19,533 | $1.81M | 0.91% | +241+1.2% | Added |