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 |
|---|---|---|---|---|---|
| Financiere des Professionnels - Fonds d,investissement inc. | 57,933 | $5.98M | 0.39% | −1,221−2.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 58,224 | $6.01M | 0.07% | −8,600−12.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 58,253 | $6.01M | 0.06% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 58,276 | $6.01M | 0.04% | +58,276 | New |
| New York Life Investment Management LLC | 58,590 | $6.05M | 0.06% | −624−1.1% | Reduced |
| Xponance, Inc. | 58,937 | $6.08M | 0.06% | +938+1.6% | Added |
| BNP Paribas | 59,662 | $6.08M | 0.25% | +11,910+24.9% | Added |
| Keybank National Association | 59,227 | $6.11M | 0.02% | +90.0% | Added |
| CIBC World Markets Inc. | 59,312 | $6.12M | 0.01% | +22,225+59.9% | Added |
| Yousif Capital Management, LLC | 60,741 | $6.27M | 0.07% | +98+0.2% | Added |
| Nordea Investment Management AB | 61,913 | $6.33M | 0.01% | −132,882−68.2% | Reduced |
| Commerce Bank | 63,035 | $6.51M | 0.04% | −2,514−3.8% | Reduced |
| Bradley Foster & Sargent Inc | 63,506 | $6.55M | 0.11% | −1,137−1.8% | Reduced |
| Winton Group Ltd | 63,507 | $6.55M | 0.40% | +63,507 | New |
| Pinnacle Financial Partners Inc | 64,985 | $6.70M | 0.14% | +271+0.4% | Added |
| Modera Wealth Management, LLC | 65,663 | $6.78M | 0.09% | +5,109+8.4% | Added |
| Utah Retirement Systems | 66,152 | $6.83M | 0.08% | 00.0% | Unchanged |
| Jain Global LLC | 66,646 | $6.88M | 0.14% | +66,646 | New |
| Amica Mutual Insurance Co | 66,982 | $6.91M | 0.76% | −11,500−14.7% | Reduced |
| Calamos Advisors LLC | 67,250 | $6.94M | 0.03% | +743+1.1% | Added |
| MML Investors Services, LLC | 67,428 | $6.96M | 0.02% | −4,840−6.7% | Reduced |
| Delta Asset Management LLC | 68,245 | $7.04M | 0.67% | −2,010−2.9% | Reduced |
| Ethic Inc. | 68,402 | $7.12M | 0.14% | −5,459−7.4% | Reduced |
| Pictet & Cie (Europe) SA | 69,059 | $7.13M | 0.17% | +1,683+2.5% | Added |
| Achmea Investment Management B.V. | 69,168 | $7.14M | 0.10% | +15,150+28.0% | Added |
| Lincoln Capital LLC | 73,336 | $7.26M | 1.52% | −2,558−3.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 71,086 | $7.34M | 0.03% | +71,086 | New |
| Antipodes Partners Ltd | 71,354 | $7.36M | 0.23% | +9,675+15.7% | Added |
| Peapack Gladstone Financial Corp | 73,803 | $7.62M | 0.11% | +717+1.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 75,136 | $7.68M | 0.02% | +71,374+1,897.2% | Added |
| Osborne Partners Capital Management, LLC | 75,087 | $7.75M | 0.45% | −1,102−1.4% | Reduced |
| IFM Investors Pty Ltd | 75,288 | $7.77M | 0.08% | 00.0% | Unchanged |
| ProShare Advisors LLC | 75,602 | $7.80M | 0.02% | +2,141+2.9% | Added |
| British Columbia Investment Management Corp | 76,393 | $7.88M | 0.05% | −310−0.4% | Reduced |
| First Eagle Investment Management, LLC | 76,413 | $7.89M | 0.02% | +24,210+46.4% | Added |
| Mariner, LLC | 76,931 | $7.94M | 0.01% | +4,592+6.3% | Added |
| Windward Capital Management Co | 77,327 | $7.98M | 0.69% | −1,115−1.4% | Reduced |
| Artemis Investment Management LLP | 77,541 | $8.00M | 0.12% | −1,786−2.3% | Reduced |
| Varma Mutual Pension Insurance Co | 77,542 | $8.00M | 0.07% | −37,000−32.3% | Reduced |
| Pathstone Holdings, LLC | 79,058 | $8.16M | 0.04% | +32,086+68.3% | Added |
| Two Sigma Advisers, LP | 79,100 | $8.16M | 0.02% | +79,100 | New |
| Amalgamated Bank | 79,428 | $8.20M | 0.07% | +523+0.7% | Added |
| D. E. Shaw & Co., Inc. | 80,502 | $8.31M | 0.01% | +68,477+569.5% | Added |
| AdvisorShares Investments LLC | 80,667 | $8.39M | 1.64% | +4,445+5.8% | Added |
| Nippon Life Global Investors Americas, Inc. | 81,450 | $8.41M | 0.41% | −13,870−14.6% | Reduced |
| Cloverfields Capital Group, LP | 82,762 | $8.54M | 2.82% | −2,248−2.6% | Reduced |
| Anchor Capital Advisors LLC | 84,199 | $8.69M | 0.26% | −4,143−4.7% | Reduced |
| Schwartz Investment Counsel Inc | 85,000 | $8.77M | 0.30% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 85,208 | $8.79M | 0.03% | −1,279−1.5% | Reduced |
| Captrust Financial Advisors | 86,749 | $8.95M | 0.02% | +49,715+134.2% | Added |
| Erste Asset Management GmbH | 87,629 | $8.97M | 0.12% | +87,629 | New |
| Stifel Financial Corp | 90,623 | $9.35M | 0.01% | −4,145−4.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 90,679 | $9.36M | 0.06% | +5,742+6.8% | Added |
| Czech National Bank | 91,074 | $9.40M | 0.09% | +4,462+5.2% | Added |
| Corebridge Financial, Inc. | 91,125 | $9.40M | 0.05% | −3,457−3.7% | Reduced |
| United Capital Financial Advisers, LLC | 93,841 | $9.68M | 0.08% | −935−1.0% | Reduced |
| Comerica Bank | 94,038 | $9.70M | 0.04% | −6,684−6.6% | Reduced |
| Clarkston Capital Partners, LLC | 96,668 | $9.98M | 0.20% | +2,263+2.4% | Added |
| Impax Asset Management Group plc | 96,827 | $9.99M | 0.06% | −9,942−9.3% | Reduced |
| Kempen Capital Management N.V. | 98,702 | $10.2M | 0.11% | −71,810−42.1% | Reduced |
| Meyer Handelman Co | 102,745 | $10.6M | 0.37% | −2,823−2.7% | Reduced |
| MetLife Investment Management | 103,033 | $10.6M | 0.06% | −2,687−2.5% | Reduced |
| Pictet North America Advisors SA | 104,164 | $10.7M | 1.07% | +7,556+7.8% | Added |
| Connecticut Wealth Management, LLC | 104,937 | $10.8M | 0.57% | +4,045+4.0% | Added |
| HM Payson & Co | 107,067 | $11.0M | 0.19% | −460,933−81.2% | Reduced |
| State of Michigan Retirement System | 107,607 | $11.1M | 0.06% | −800−0.7% | Reduced |
| Allied Investment Advisors, LLC | 109,330 | $11.3M | 2.14% | +6,230+6.0% | Added |
| Cullen/Frost Bankers, Inc. | 110,246 | $11.4M | 0.16% | −3,016−2.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 112,283 | $11.6M | 0.02% | −2,259−2.0% | Reduced |
| Teacher Retirement System of Texas | 114,053 | $11.8M | 0.05% | +31,776+38.6% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $11.8M | 0.11% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 116,687 | $12.0M | 0.06% | +16,061+16.0% | Added |
| Arizona State Retirement System | 117,230 | $12.1M | 0.08% | +3,147+2.8% | Added |
| Federated Hermes, Inc. | 122,423 | $12.6M | 0.03% | −180,616−59.6% | Reduced |
| MAI Capital Management | 122,562 | $12.6M | 0.10% | −2,251−1.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 123,833 | $12.8M | 0.07% | +7,317+6.3% | Added |
| Allianz Asset Management GmbH | 123,969 | $12.8M | 0.02% | +70,421+131.5% | Added |
| Bahl & Gaynor Inc | 124,372 | $12.8M | 0.07% | −250,323−66.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 126,291 | $13.0M | 0.06% | +9,772+8.4% | Added |
| Jane Street Group, LLC | 127,206 | $13.1M | 0.02% | −315,455−71.3% | Reduced |
| Public Employees Retirement System of Ohio | 127,461 | $13.2M | 0.05% | −14,586−10.3% | Reduced |
| Mill Capital Management, LLC | 127,797 | $13.2M | 1.06% | +404+0.3% | Added |
| State of New Jersey Common Pension Fund D | 128,861 | $13.3M | 0.06% | −9,241−6.7% | Reduced |
| Factory Mutual Insurance Co | 130,800 | $13.5M | 0.16% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 131,100 | $13.5M | 0.10% | −1,200−0.9% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 131,729 | $13.6M | 0.08% | −989−0.7% | Reduced |
| Gotham Asset Management, LLC | 137,446 | $14.2M | 0.12% | −55,333−28.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 137,491 | $14.2M | 0.07% | +2,105+1.6% | Added |
| Brown Advisory Inc | 137,836 | $14.2M | 0.02% | −8,617−5.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 139,676 | $14.4M | 0.04% | −5,888−4.0% | Reduced |
| AdviceOne Advisory Services, LLC | 142,122 | $14.7M | 11.98% | −1,072−0.7% | Reduced |
| Toronto Dominion Bank | 145,043 | $15.0M | 0.04% | −74,430−33.9% | Reduced |
| Mn Services Vermogensbeheer B.V. | 148,100 | $15.3M | 0.12% | −11,500−7.2% | Reduced |
| Commonwealth Equity Services, LLC | 151,262 | $15.6M | 0.02% | +2,164+1.5% | Added |
| Man Group plc | 152,965 | $15.8M | 0.05% | +14,708+10.6% | Added |
| Ensign Peak Advisors, Inc | 155,082 | $16.0M | 0.03% | −17,889−10.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 155,397 | $16.0M | 1.79% | −183−0.1% | Reduced |
| DnB Asset Management AS | 155,461 | $16.0M | 0.07% | +51,369+49.3% | Added |
| DekaBank Deutsche Girozentrale | 162,726 | $16.4M | 0.03% | +4,158+2.6% | Added |
| Asset Management One Co.,Ltd. | 160,432 | $16.6M | 0.06% | +9,817+6.5% | Added |