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Livermore
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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.

Q1 2025 vs. Q4 2024

How the institutions holding Otis Worldwide Corp changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of OTIS: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders1,234201,248+34
Shares363.5M1.21M356.8M−5.50M (−1.5%)
Value$33.7B$111.7M$36.8B+$3.24B (+9.7%)

20 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (130)

Institutions that held Otis Worldwide Corp at the end of Q1 2025 but not at the end of Q4 2024.

Showing the largest 100 of 130 by value.

Institutions new to OTIS in Q1 2025
InstitutionSharesValue% of portfolio
Nuveen, LLC891,367$92.0M0.03%
Arrowstreet Capital, Limited Partnership480,005$49.5M0.04%
Alberta Investment Management Corp174,271$18.0M0.12%
Erste Asset Management GmbH87,629$8.97M0.12%
Two Sigma Advisers, LP79,100$8.16M0.02%
Connor, Clark & Lunn Investment Management Ltd.71,086$7.34M0.03%
Jain Global LLC66,646$6.88M0.14%
Winton Group Ltd63,507$6.55M0.40%
Hudson Bay Capital Management LP58,276$6.01M0.04%
Graybill Bartz & Assoc Ltd53,832$5.56M1.91%
OP Asset Management Ltd43,834$4.52M0.08%
Davis-Rea Ltd.43,007$4.44M1.18%
Brookstone Capital Management40,270$4.16M0.06%
Spirepoint Private Client, LLC37,504$3.87M0.51%
Rakuten Investment Management, Inc.36,323$3.71M0.02%
SG Americas Securities, LLC24,548$2.53M0.01%
Y-Intercept (Hong Kong) Ltd21,403$2.21M0.15%
ASR Vermogensbeheer N.V.20,905$2.16M0.03%
Quantitative Investment Management, LLC15,350$1.58M0.15%
Nebula Research & Development LLC15,089$1.56M0.14%
AG2R la Mondiale Gestion D'Actifs16,021$1.53M0.08%
Caxton Associates LLP14,716$1.52M0.05%
Voleon Capital Management LP13,661$1.41M0.11%
AustralianSuper Pty Ltd8,718$899.7K0.01%
SummitTX Capital, L.P.8,519$879.2K0.04%
Banque Cantonale Vaudoise7,657$790.0K0.03%
Integrity Alliance, LLC.6,467$667.4K0.03%
Fullerton Fund Management Co Ltd.6,435$664.1K0.04%
T. Rowe Price Investment Management, Inc.5,922$612.0K0.00%
Belpointe Asset Management LLC5,807$599.3K0.03%
Fortis Capital Advisors, LLC5,807$599.3K0.12%
Trexquant Investment LP5,335$550.6K0.01%
Eventide Asset Management, LLC5,377$549.0K0.01%
Catalyst Funds Management Pty Ltd5,280$544.9K0.14%
Healthcare of Ontario Pension Plan Trust Fund4,728$487.9K0.00%
Laurion Capital Management LP4,718$486.9K0.04%
Private Wealth Asset Management, LLC4,628$477.6K0.07%
Centiva Capital, LP4,320$445.8K0.03%
Simon Quick Advisors, LLC4,295$443.2K0.03%
Corient IA LLC4,000$412.8K0.29%
Brevan Howard Capital Management LP3,562$367.6K0.01%
Strategic Planning, Inc.3,559$367.2K0.21%
Boston Family Office LLC3,462$357.0K0.03%
Cinctive Capital Management LP3,400$350.9K0.03%
MBB Public Markets I LLC3,113$321.3K0.04%
Atomi Financial Group, Inc.3,041$313.9K0.01%
Vancity Investment Management Ltd3,001$310.0K0.04%
Sagespring Wealth Partners, LLC2,966$306.1K0.01%
Independent Financial Group, LLC2,848$293.9K0.01%
Sowell Financial Services LLC2,824$291.4K0.01%
CTC Alternative Strategies, Ltd.2,800$289.0K0.35%
Miracle Mile Advisors, LLC2,724$281.1K0.01%
LMR Partners LLP2,586$266.9K0.01%
Journey Strategic Wealth LLC2,566$264.8K0.01%
Schechter Investment Advisors, LLC2,560$264.2K0.02%
Chicago Partners Investment Group LLC2,710$263.8K0.01%
Sky-Mountain Capital Management, Inc.2,540$262.1K0.22%
CWA Asset Management Group, LLC2,537$261.8K0.01%
Evergreen Capital Management LLC2,508$258.8K0.01%
U.S. Capital Wealth Advisors, LLC2,336$241.1K0.01%
Childress Capital Advisors, LLC2,256$232.8K0.07%
Silicon Valley Capital Partners2,272$232.0K0.03%
EntryPoint Capital, LLC2,237$230.9K0.11%
Perbak Capital Partners LLP2,177$224.7K0.17%
Bennett Selby Investments LP2,171$224.0K0.09%
Personal Cfo Solutions, LLC2,165$223.5K0.05%
Pavion Blue Capital, LLC2,151$222.0K0.11%
Kingswood Wealth Advisors, LLC2,150$221.9K0.02%
Ascent Group, LLC2,142$221.1K0.01%
MJP Associates Inc2,138$220.6K0.04%
Proficio Capital Partners LLC2,119$218.7K0.02%
Conning Inc.2,088$215.5K0.01%
Arrow Financial Corp2,075$214.1K0.02%
Integrated Advisors Network LLC2,063$212.9K0.01%
Bridgewater Advisors Inc.2,241$212.6K0.02%
Claret Asset Management Corp–$212.0K0.03%
US Financial Advisors, LLC2,054$212.0K0.06%
Institute for Wealth Management, LLC.2,042$210.7K0.03%
Fortress Private Ledger, LLC2,013$207.7K0.12%
Cullinan Associates Inc2,000$206.4K0.01%
Berkshire Money Management, Inc.2,000$206.4K0.02%
Marathon Capital Management1,999$206.3K0.05%
ICONIQ Capital, LLC1,995$205.9K0.00%
Plancorp, LLC1,984$204.7K0.01%
Fractal Investments LLC1,979$204.2K0.03%
Alta Advisers Ltd1,968$203.1K0.09%
Commerzbank Aktiengesellschaft1,965$203.0K0.00%
David Loasby2,152$203.0K0.02%
Wescott Financial Advisory Group, LLC1,963$202.6K0.02%
PDS Planning, Inc1,959$202.2K0.02%
Pure Financial Advisors, Inc.1,951$201.3K0.00%
Becker Capital Management Inc1,944$200.7K0.01%
Wealth Preservation Advisors, LLC1,291$133.2K0.10%
Opal Wealth Advisors, LLC734$75.7K0.02%
Group One Trading, L.P.727$75.0K0.00%
Zions Bancorporation, National Association705$72.8K0.00%
Intact Investment Management Inc.700$72.2K0.00%
North Capital, Inc.651$67.2K0.06%
Curat Global, LLC592$61.1K0.07%
Flaharty Asset Management, LLC372$38.4K0.01%

Sold out (96)

Institutions that held Otis Worldwide Corp at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of OTIS in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Parnassus Investments771,116$71.4M
Jennison Associates LLC766,705$71.0M
Twinbeech Capital LP424,235$39.3M
ExodusPoint Capital Management, LP259,750$24.1M
FIFTHDELTA Ltd257,600$23.9M
Engineers Gate Manager LP145,157$13.4M
Renaissance Technologies LLC112,400$10.4M
Prospector Partners LLC97,201$9.00M
MUFG Securities EMEA plc71,999$6.67M
Qube Research & Technologies Ltd56,926$5.27M
ING Groep NV51,020$4.72M
Sone Capital Management, LLC49,886$4.62M
Aureus Asset Management, LLC41,866$3.88M
Occudo Quantitative Strategies LP34,735$3.22M
Canada Post Corp Registered Pension Plan29,381$2.72M
Boston Partners29,025$2.69M
Oak Thistle LLC24,651$2.28M
ICICI Prudential Asset Management Co Ltd20,600$1.91M
Quantbot Technologies LP19,239$1.78M
Zurich Insurance Group Ltd18,200$1.69M
Redwood Investment Management, LLC15,439$1.43M
Lombard Odier Asset Management (Switzerland) SA12,464$1.15M
Virtu Financial LLC10,705$991.0K
Bleakley Financial Group, LLC9,334$864.4K
Boothbay Fund Management, LLC9,224$854.2K
Vinva Investment Management Ltd9,062$838.9K
Dynamic Technology Lab Private Ltd8,900$824.0K
Ewing Morris & Co. Investment Partners Ltd.8,145$754.3K
Lecap Asset Management Ltd7,654$708.8K
Campbell & CO Investment Adviser LLC6,660$616.8K
Cypress Capital Group6,058$561.1K
Walleye Capital LLC5,874$544.0K
Wolverine Trading, LLC5,875$543.8K
McElhenny Sheffield Capital Management, LLC5,802$537.3K
Stevens Capital Management LP5,633$522.0K
GWN Securities Inc.4,726$456.9K
Twin Tree Management, LP4,593$425.4K
Waldron Private Wealth LLC3,823$354.0K
Essential Planning, LLC.3,250$326.1K
Values First Advisors, Inc.3,381$313.2K
NewEdge Wealth, LLC3,320$307.4K
Trust Point Inc.3,192$295.6K
Oxford Asset Management LLP3,157$292.4K
Telos Capital Management, Inc.2,932$271.5K
Financial Advisory Corp2,709$251.0K
Aveo Capital Partners, LLC2,619$242.5K
Gillespie Robinson & Grimm Inc2,582$239.1K
Custos Family Office, LLC2,515$232.9K
AlTi Global, Inc.2,404$223.0K
Capstone Investment Advisors, LLC2,293$212.4K
Vestmark Advisory Solutions, Inc.2,275$210.7K
First City Capital Management, Inc.2,250$208.4K
Reynders McVeigh Capital Management, LLC2,247$208.0K
Avestar Capital, LLC2,228$206.3K
Fedenia Advisers LLC2,108$195.2K
Headlands Technologies LLC2,035$188.5K
USA Financial Portformulas Corp1,880$174.1K
Proequities, Inc.1,452$138.5K
Wingate Wealth Advisors, Inc.1,463$135.5K
Parallax Volatility Advisers, L.P.1,065$98.6K
Spurstone Advisory Services, LLC1,000$92.6K
Hall Laurie J Trustee892$83.0K
Eagle Bay Advisors LLC760$70.3K
POM Investment Strategies, LLC712$65.9K
Coppell Advisory Solutions LLC668$61.9K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC633$58.6K
CoreFirst Bank & Trust623$57.7K
Maia Wealth LLC450$41.7K
Kohmann Bosshard Financial Services, LLC432$40.0K
Kapitalo Investimentos Ltda426$39.5K
Ofi Invest Asset Management410$36.7K
Pacific Capital Wealth Advisors, Inc389$36.0K
Aster Capital Management (DIFC) Ltd303$28.1K
Stance Capital LLC291$26.9K
Legacy Bridge, LLC250$23.2K
Castleview Partners, LLC198$18.3K
TSFG, LLC163$15.0K
Global X Japan Co., Ltd.137$12.7K
Raleigh Capital Management Inc.104$9.63K
Family CFO Inc93$8.61K
Oarsman Capital, Inc.87$8.06K
Tucker Asset Management LLC87$8.06K
Avalon Trust Co77$7.13K
Richard W. Paul & Associates, LLC72$6.67K
Ameriflex Group, Inc.69$6.54K
MidAtlantic Capital Management, Inc.60$5.56K
Harel Insurance Investments & Financial Services Ltd.55$5.00K
Mainstream Capital Management LLC48$4.45K
Altshuler Shaham Ltd41$3.80K
Decker Retirement Planning Inc.25$2.31K
Clear Street Markets LLC19$1.76K
Guardian Wealth Management, Inc.13$1.18K
New Wave Wealth Advisors LLC8$758
Wolff Wiese Magana LLC5$464
REAP Financial Group, LLC1$46
Evolution Advisers, Inc.4$0

Not filed for Q1 2025 yet (20)

Institutions that held Otis Worldwide Corp at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OTIS in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC865,913$80.2M
Swedbank AB220,119$20.4M
Ashburton (Jersey) Ltd39,099$3.62M
Caxton Associates LP29,056$2.69M
Boston Financial Mangement LLC23,727$2.20M
Zions Bancorporation, N.A.7,000$648.3K
Wetherby Asset Management Inc5,205$482.0K
Geller Advisors LLC4,499$416.7K
Global Retirement Partners, LLC3,680$340.8K
Vise Technologies, Inc.2,884$267.1K
Lake Street Advisors Group, LLC2,297$212.7K
Cassady Schiller Wealth Management, LLC736$68.2K
Hilltop National Bank518$48.0K
Bray Capital Advisors350$32.4K
Criterion Capital Advisors, LLC314$30.2K
Sugarloaf Wealth Management, LLC235$21.8K
Kiely Wealth Advisory Group, Inc.154$14.8K
WR Wealth Planners, LLC74$6.85K
Financial Gravity Companies, Inc.70$6.48K
HBC Financial Services, PLLC7$0