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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 19,519 | $1.81M | 0.01% | −297−1.5% | Reduced |
| Quantbot Technologies LP | 19,239 | $1.78M | 0.07% | +19,239 | New |
| New Mexico Educational Retirement Board | 19,108 | $1.77M | 0.06% | −700−3.5% | Reduced |
| Essex Financial Services, Inc. | 18,470 | $1.71M | 0.12% | −216−1.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 18,502 | $1.71M | 0.00% | −1,017−5.2% | Reduced |
| Zurich Insurance Group Ltd | 18,200 | $1.69M | 0.01% | 00.0% | Unchanged |
| Norinchukin Bank, The | 18,133 | $1.68M | 0.04% | +1,566+9.5% | Added |
| Pinnacle Associates Ltd | 18,129 | $1.68M | 0.02% | −1,991−9.9% | Reduced |
| Kestra Advisory Services, LLC | 18,073 | $1.67M | 0.01% | −738−3.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 17,973 | $1.66M | 0.04% | +70+0.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 17,743 | $1.64M | 0.02% | +11,894+203.4% | Added |
| Dearborn Partners LLC | 17,661 | $1.64M | 0.07% | +25+0.1% | Added |
| RSM US Wealth Management LLC | 17,627 | $1.63M | 0.02% | −1,071−5.7% | Reduced |
| CWM, LLC | 17,523 | $1.62M | 0.01% | −204−1.2% | Reduced |
| E. Ohman J:or Asset Management AB | 17,300 | $1.60M | 0.04% | +1,600+10.2% | Added |
| Perigon Wealth Management, LLC | 17,005 | $1.58M | 0.04% | +309+1.9% | Added |
| Omers Administration Corp | 17,080 | $1.58M | 0.01% | −1,946,740−99.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 16,872 | $1.56M | 0.65% | +312+1.9% | Added |
| Everence Capital Management Inc | 16,780 | $1.55M | 0.10% | −3,700−18.1% | Reduced |
| Cresset Asset Management, LLC | 16,502 | $1.53M | 0.01% | −18,243−52.5% | Reduced |
| Pensionfund Sabic | 16,500 | $1.53M | 0.40% | +4,000+32.0% | Added |
| Generali Asset Management SPA SGR | 16,253 | $1.51M | 0.04% | +16,253 | New |
| HB Wealth Management, LLC | 16,209 | $1.50M | 0.02% | +691+4.5% | Added |
| Intech Investment Management LLC | 16,117 | $1.49M | 0.01% | −11,249−41.1% | Reduced |
| Shelter Ins Retirement Plan | 16,000 | $1.48M | 1.90% | 00.0% | Unchanged |
| Tufton Capital Management | 15,667 | $1.45M | 0.27% | −60−0.4% | Reduced |
| American National Bank | 15,568 | $1.44M | 0.16% | −84−0.5% | Reduced |
| Beacon Pointe Advisors, LLC | 15,538 | $1.44M | 0.02% | +1,429+10.1% | Added |
| Fifth Third Bancorp | 15,502 | $1.44M | 0.01% | −2,901−15.8% | Reduced |
| Redwood Investment Management, LLC | 15,439 | $1.43M | 0.14% | +412+2.7% | Added |
| Argent Trust Co | 15,375 | $1.42M | 0.06% | +1,125+7.9% | Added |
| Trivant Custom Portfolio Group, LLC | 15,230 | $1.41M | 0.82% | +243+1.6% | Added |
| Burling Wealth Partners, LLC | 15,214 | $1.41M | 0.29% | +15,214 | New |
| Tiaa Trust, National Association | 14,974 | $1.39M | 0.00% | +36+0.2% | Added |
| Hartford Funds Management Co LLC | 14,874 | $1.38M | 0.13% | +59+0.4% | Added |
| Holocene Advisors, LP | 14,709 | $1.36M | 0.00% | −35,984−71.0% | Reduced |
| Systematic Alpha Investments, LLC | 14,610 | $1.35M | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 14,339 | $1.33M | 0.14% | −141−1.0% | Reduced |
| Bessemer Group Inc | 14,192 | $1.31M | 0.00% | −677−4.6% | Reduced |
| Davenport & Co LLC | 14,173 | $1.31M | 0.01% | +197+1.4% | Added |
| Principal Securities, Inc. | 14,145 | $1.31M | 0.03% | −1,591−10.1% | Reduced |
| Empirical Finance, LLC | 14,040 | $1.30M | 0.08% | −176−1.2% | Reduced |
| Arthur M. Cohen & Associates, LLC | 14,000 | $1.30M | 0.23% | 00.0% | Unchanged |
| Synovus Financial Corp | 13,971 | $1.29M | 0.02% | −153−1.1% | Reduced |
| Triangle Securities Wealth Management | 13,766 | $1.27M | 0.33% | −640−4.4% | Reduced |
| Dash Acquisitions Inc. | 13,071 | $1.25M | 0.27% | +423+3.3% | Added |
| Metis Global Partners, LLC | 13,485 | $1.25M | 0.04% | +642+5.0% | Added |
| Prudential PLC | 13,468 | $1.25M | 0.01% | +6,359+89.4% | Added |
| D.A. Davidson & Co. | 13,450 | $1.25M | 0.01% | −40−0.3% | Reduced |
| Trust Co of Vermont | 13,427 | $1.24M | 0.06% | −266−1.9% | Reduced |
| Bryn Mawr Trust Co | 13,249 | $1.23M | 0.02% | −80−0.6% | Reduced |
| Nomura Holdings Inc | 13,162 | $1.22M | 0.01% | +13,162 | New |
| Atria Investments LLC | 13,149 | $1.22M | 0.02% | +2,304+21.2% | Added |
| NJ State Employees Deferred Compensation Plan | 13,001 | $1.20M | 0.15% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 12,995 | $1.20M | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co | 12,909 | $1.20M | 0.02% | −227−1.7% | Reduced |
| Parsons Capital Management Inc | 12,755 | $1.18M | 0.06% | −336−2.6% | Reduced |
| BKD Wealth Advisors, LLC | 12,697 | $1.18M | 0.03% | −1,935−13.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,684 | $1.17M | 0.03% | −10−0.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 12,655 | $1.17M | 0.07% | −1,603−11.2% | Reduced |
| Ironwood Investment Management LLC | 12,503 | $1.16M | 0.58% | +99+0.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 12,464 | $1.15M | 0.09% | +2,224+21.7% | Added |
| Woodstock Corp | 12,423 | $1.15M | 0.11% | −137−1.1% | Reduced |
| Lazard Asset Management LLC | 12,434 | $1.15M | 0.00% | −2,904−18.9% | Reduced |
| Allstate Corp | 12,328 | $1.14M | 0.03% | +12,328 | New |
| Copeland Capital Management, LLC | 12,251 | $1.13M | 0.02% | −155,797−92.7% | Reduced |
| Resources Investment Advisors, LLC. | 12,218 | $1.13M | 0.01% | +30.0% | Added |
| D. E. Shaw & Co., Inc. | 12,025 | $1.11M | 0.00% | −10,641−46.9% | Reduced |
| Hartford Financial Management Inc. | 11,996 | $1.11M | 0.23% | −500−4.0% | Reduced |
| Rossmore Private Capital | 11,711 | $1.08M | 0.13% | −15−0.1% | Reduced |
| Lafayette Investments, Inc. | 11,600 | $1.07M | 0.23% | −8−0.1% | Reduced |
| Neville Rodie & Shaw Inc | 11,558 | $1.07M | 0.08% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 11,054 | $1.07M | 0.06% | +217+2.0% | Added |
| Diversify Wealth Management, LLC | 11,763 | $1.07M | 0.08% | +5,483+87.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 11,469 | $1.06M | 0.03% | +385+3.5% | Added |
| Snowden Capital Advisors LLC | 11,332 | $1.05M | 0.03% | +584+5.4% | Added |
| Principle Wealth Partners LLC | 11,277 | $1.04M | 0.07% | −125−1.1% | Reduced |
| Bollard Group LLC | 11,263 | $1.04M | 0.03% | +25+0.2% | Added |
| Bridges Investment Management Inc | 11,188 | $1.04M | 0.01% | +472+4.4% | Added |
| Guinness Atkinson Asset Management Inc | 11,182 | $1.04M | 0.53% | +2,119+23.4% | Added |
| Investment Management Corp of Ontario | 11,108 | $1.03M | 0.03% | −2,300−17.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 10,816 | $1.00M | 0.00% | −17,298−61.5% | Reduced |
| Ci Investments Inc. | 10,822 | $1.00M | 0.00% | +3,524+48.3% | Added |
| Merit Financial Group, LLC | 10,790 | $999.3K | 0.02% | +694+6.9% | Added |
| Virtu Financial LLC | 10,705 | $991.0K | 0.05% | +3,303+44.6% | Added |
| Bartlett & Co. Wealth Management LLC | 10,573 | $979.2K | 0.01% | +373+3.7% | Added |
| Greenleaf Trust | 10,481 | $970.6K | 0.01% | +333+3.3% | Added |
| Vontobel Holding Ltd. | 10,401 | $963.2K | 0.00% | +141+1.4% | Added |
| Natixis | 10,346 | $958.1K | 0.01% | +10,346 | New |
| Ellevest, Inc. | 10,309 | $954.7K | 0.06% | −762−6.9% | Reduced |
| ISAM Funds (UK) Ltd | 10,309 | $954.7K | 0.71% | +5,466+112.9% | Added |
| Guggenheim Capital LLC | 10,305 | $954.3K | 0.01% | +741+7.7% | Added |
| La Banque Postale Asset Management SA | 10,290 | $953.0K | 0.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 9,993 | $925.5K | 0.03% | 00.0% | Unchanged |
| Burney Co | 9,914 | $918.1K | 0.03% | +60+0.6% | Added |
| Trust Co of Toledo NA | 9,816 | $909.1K | 0.12% | +72+0.7% | Added |
| Monarch Capital Management Inc | 9,752 | $903.1K | 0.25% | −135−1.4% | Reduced |
| Parallel Advisors, LLC | 9,722 | $900.4K | 0.02% | +439+4.7% | Added |
| Oppenheimer & Co Inc | 9,700 | $898.3K | 0.01% | +337+3.6% | Added |
| Applied Finance Capital Management, LLC | 9,694 | $897.8K | 0.04% | 00.0% | Unchanged |