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, Q1 2025
Institutional positions in Otis Worldwide Corp as of Mar 31, 2025. 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
- 1,248
- +34 vs. Q4 2024
- Shares held
- 356.8M
- −5.50M (−1.5%) vs. Q4 2024
- Total value
- $36.8B
- +$3.24B (+9.7%) vs. Q4 2024
- New holders
- 130
- 401 more added
- Sold out
- 96
- 476 more reduced
20 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 46,595,293 | $4.81B | 0.09% | +1,591,450+3.5% | Added |
| JPMorgan Chase & Co | 37,920,025 | $3.91B | 0.30% | +2,396,134+6.7% | Added |
| BlackRock, Inc. | 31,776,968 | $3.28B | 0.07% | −1,139,916−3.5% | Reduced |
| Alliancebernstein L.P. | 18,774,900 | $1.94B | 0.70% | −1,002,677−5.1% | Reduced |
| State Street Corp | 16,013,447 | $1.65B | 0.07% | −49,248−0.3% | Reduced |
| Morgan Stanley | 12,893,365 | $1.33B | 0.10% | +966,988+8.1% | Added |
| Geode Capital Management, LLC | 10,543,669 | $1.09B | 0.09% | −583,066−5.2% | Reduced |
| Franklin Resources Inc | 7,795,799 | $804.5M | 0.23% | +10,683+0.1% | Added |
| Massachusetts Financial Services Co | 7,168,333 | $739.8M | 0.25% | −437,229−5.7% | Reduced |
| Norges Bank | 7,143,537 | $737.2M | 0.10% | +126,117+1.8% | Added |
| Fundsmith LLPSuperinvestorFundsmith | 5,866,737 | $605.4M | 2.76% | −100,040−1.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,460,836 | $563.6M | 1.78% | +301,731+5.8% | Added |
| Fiera Capital Corp | 5,394,299 | $556.7M | 2.01% | −1,202,456−18.2% | Reduced |
| Northern Trust Corp | 4,584,847 | $473.2M | 0.07% | +7,221+0.2% | Added |
| Invesco Ltd. | 4,238,600 | $437.4M | 0.08% | +190,397+4.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,138,076 | $427.0M | 0.39% | +571,489+16.0% | Added |
| StonePine Asset Management Inc. | 4,095,132 | $422.6M | 3.19% | +1,092,713+36.4% | Added |
| BLS Capital Fondsmaeglerselskab A/S | 3,918,680 | $404.4M | 13.92% | −280,108−6.7% | Reduced |
| Wellington Management Group LLP | 3,734,343 | $385.4M | 0.07% | −24,795−0.7% | Reduced |
| Sarasin & Partners LLP | 3,642,200 | $375.9M | 4.08% | −411,115−10.1% | Reduced |
| FMR LLC | 3,601,401 | $371.7M | 0.02% | −21,150−0.6% | Reduced |
| UBS Asset Management Americas Inc | 3,543,128 | $365.7M | 0.09% | −59,599−1.7% | Reduced |
| Bank of America Corp | 2,969,591 | $306.5M | 0.03% | −578,045−16.3% | Reduced |
| Bank of New York Mellon Corp | 2,953,017 | $304.8M | 0.06% | −273,604−8.5% | Reduced |
| Capital Research Global Investors | 2,793,231 | $288.3M | 0.06% | +8,860+0.3% | Added |
| Legal & General Group Plc | 2,747,170 | $283.5M | 0.08% | −119,625−4.2% | Reduced |
| UBS Group AG | 2,494,571 | $257.4M | 0.06% | −308,159−11.0% | Reduced |
| Charles Schwab Investment Management Inc | 2,333,808 | $240.8M | 0.05% | +29,326+1.3% | Added |
| USS Investment Management Ltd | 2,273,604 | $234.6M | 1.78% | −19,458−0.8% | Reduced |
| Schroder Investment Management Group | 2,292,839 | $234.1M | 0.24% | −110,040−4.6% | Reduced |
| London Co of Virginia | 2,153,047 | $222.2M | 1.27% | −90,517−4.0% | Reduced |
| Dimensional Fund Advisors LP | 1,940,449 | $200.2M | 0.05% | −155,220−7.4% | Reduced |
| Goldman Sachs Group Inc | 1,918,123 | $198.0M | 0.04% | +168,692+9.6% | Added |
| Guinness Asset Management LTD | 1,896,917 | $195.7M | 3.72% | −50,839−2.6% | Reduced |
| Primecap Management Co | 1,803,131 | $186.1M | 0.15% | −6,790−0.4% | Reduced |
| Fundsmith Investment Services Ltd. | 1,725,326 | $178.1M | 2.51% | −41,420−2.3% | Reduced |
| CIBC Private Wealth Group, LLC | 1,887,720 | $171.6M | 0.36% | −1,178,558−38.4% | Reduced |
| Deutsche Bank AG | 1,571,340 | $162.2M | 0.06% | −124,106−7.3% | Reduced |
| Canoe Financial LP | 1,503,369 | $155.1M | 2.49% | +469,946+45.5% | Added |
| Price T Rowe Associates Inc | 1,454,650 | $150.1M | 0.02% | −259,317−15.1% | Reduced |
| Russell Investments Group, Ltd. | 1,362,921 | $140.5M | 0.19% | +17,370+1.3% | Added |
| Jacobs Levy Equity Management, Inc | 1,331,686 | $137.4M | 0.55% | −54,208−3.9% | Reduced |
| Clearbridge Investments, LLC | 1,321,913 | $136.4M | 0.12% | +23,399+1.8% | Added |
| Amundi | 1,189,263 | $124.0M | 0.05% | +307,220+34.8% | Added |
| Swiss National Bank | 1,126,543 | $116.3M | 0.08% | −5,000−0.4% | Reduced |
| Fayez Sarofim & Co | 1,113,313 | $114.9M | 0.29% | +5,890+0.5% | Added |
| Aviva PLC | 1,102,994 | $113.8M | 0.27% | +1,660+0.2% | Added |
| Menora Mivtachim Holdings Ltd. | 1,099,996 | $113.5M | 0.74% | −1,339,728−54.9% | Reduced |
| Brown Brothers Harriman & Co | 1,088,274 | $112.3M | 0.78% | +52,916+5.1% | Added |
| Macquarie Group Ltd | 1,058,273 | $109.2M | 0.14% | +153,868+17.0% | Added |
| Pictet Asset Management Holding SA | 1,050,999 | $108.5M | 0.12% | −246,309−19.0% | Reduced |
| Citadel Advisors LLC | 1,039,646 | $107.3M | 0.10% | +684,428+192.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 926,540 | $95.6M | 0.07% | −12,303−1.3% | Reduced |
| Barclays PLC | 895,381 | $92.4M | 0.04% | +266,173+42.3% | Added |
| Nuveen, LLC | 891,367 | $92.0M | 0.03% | +891,367 | New |
| Voloridge Investment Management, LLC | 863,903 | $89.2M | 0.33% | −426,717−33.1% | Reduced |
| Victory Capital Management Inc | 841,633 | $86.9M | 0.09% | +7,989+1.0% | Added |
| HighTower Advisors, LLC | 804,110 | $83.0M | 0.11% | −30,519−3.7% | Reduced |
| Lazard Freres Gestion S.A.S. | 780,280 | $80.5M | 1.96% | −324,489−29.4% | Reduced |
| Bank of Montreal | 776,251 | $80.1M | 0.04% | +370,669+91.4% | Added |
| Rhumbline Advisers | 771,542 | $79.6M | 0.07% | +41,596+5.7% | Added |
| Gates Capital Management, Inc. | 761,748 | $78.6M | 2.44% | 00.0% | Unchanged |
| HSBC Holdings PLC | 746,239 | $76.8M | 0.05% | −31,935−4.1% | Reduced |
| Fisher Asset Management, LLC | 718,106 | $74.1M | 0.03% | −168,737−19.0% | Reduced |
| Royal Bank of Canada | 658,275 | $67.9M | 0.02% | −220,975−25.1% | Reduced |
| California State Teachers Retirement System | 639,476 | $66.0M | 0.08% | −7,703−1.2% | Reduced |
| California Public Employees Retirement System | 636,782 | $65.7M | 0.05% | −519,053−44.9% | Reduced |
| Great West Life Assurance Co | 619,397 | $64.0M | 0.11% | +8,119+1.3% | Added |
| National Pension Service | 612,935 | $63.3M | 0.06% | +48,164+8.5% | Added |
| Neuberger Berman Group LLC | 609,633 | $62.8M | 0.05% | −6,378−1.0% | Reduced |
| Squarepoint Ops LLC | 562,975 | $58.1M | 0.14% | +296,880+111.6% | Added |
| BNP Paribas Arbitrage, SA | 553,727 | $57.1M | 0.04% | −169,326−23.4% | Reduced |
| Artisan Partners Limited Partnership | 549,319 | $56.7M | 0.09% | +4,664+0.9% | Added |
| Wells Fargo & Company | 541,704 | $55.9M | 0.01% | −105,318−16.3% | Reduced |
| First Trust Advisors LP | 532,221 | $54.9M | 0.05% | +15,745+3.0% | Added |
| Railway Pension Investments Ltd | 526,000 | $54.3M | 0.77% | 00.0% | Unchanged |
| Rathbone Brothers plc | 512,694 | $52.9M | 0.26% | +28,330+5.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 509,132 | $52.5M | 0.14% | −61,142−10.7% | Reduced |
| Envestnet Asset Management Inc | 481,165 | $49.7M | 0.02% | −76,921−13.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 480,005 | $49.5M | 0.04% | +480,005 | New |
| Principal Financial Group Inc | 476,961 | $49.2M | 0.03% | +14,413+3.1% | Added |
| Canada Pension Plan Investment Board | 470,781 | $48.6M | 0.05% | +163,231+53.1% | Added |
| Voya Investment Management LLC | 463,874 | $47.9M | 0.05% | −69,699−13.1% | Reduced |
| Candriam Luxembourg S.C.A. | 450,128 | $46.5M | 0.29% | −50,952−10.2% | Reduced |
| Storebrand Asset Management AS | 444,851 | $45.9M | 0.15% | +6,648+1.5% | Added |
| J. Stern & Co. LLP | 443,880 | $45.8M | 4.39% | +29,314+7.1% | Added |
| Citigroup Inc | 441,103 | $45.5M | 0.03% | −373,738−45.9% | Reduced |
| Assenagon Asset Management S.A. | 438,896 | $45.3M | 0.08% | +343,987+362.4% | Added |
| State Board of Administration of Florida Retirement System | 421,599 | $43.5M | 0.09% | −10,270−2.4% | Reduced |
| The PNC Financial Services Group, Inc. | 412,366 | $42.6M | 0.02% | −9,181−2.2% | Reduced |
| Los Angeles Capital Management LLC | 364,856 | $37.7M | 0.17% | −50,282−12.1% | Reduced |
| Pensioenfonds Rail & Ov | 351,901 | $36.3M | 2.52% | −20,152−5.4% | Reduced |
| American Century Companies Inc | 344,702 | $35.6M | 0.02% | +3,315+1.0% | Added |
| National Bank of Canada | 334,255 | $34.5M | 0.04% | +77,763+30.3% | Added |
| Cerity Partners LLC | 333,369 | $34.4M | 0.07% | +283,923+574.2% | Added |
| J. Safra Sarasin Holding AG | 331,311 | $34.2M | 0.62% | +249+0.1% | Added |
| Natixis Advisors, L.P. | 325,875 | $33.6M | 0.06% | +44,957+16.0% | Added |
| Standard Life Aberdeen plc | 319,850 | $32.7M | 0.06% | +177,832+125.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 307,442 | $31.7M | 0.06% | −10,570−3.3% | Reduced |
| Korea Investment CORP | 297,279 | $30.7M | 0.07% | +26,556+9.8% | Added |