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 |
|---|---|---|---|---|---|
| Nomura Asset Management Co Ltd | 163,179 | $16.8M | 0.05% | +44,297+37.3% | Added |
| Creative Planning | 167,364 | $17.3M | 0.02% | +12,321+7.9% | Added |
| CIBC Asset Management Inc | 168,155 | $17.4M | 0.06% | +22,017+15.1% | Added |
| Carnegie Capital Asset Management, LLC | 193,473 | $17.8M | 0.42% | +799+0.4% | Added |
| Andra AP-fonden | 174,034 | $18.0M | 0.29% | −52,000−23.0% | Reduced |
| Alberta Investment Management Corp | 174,271 | $18.0M | 0.12% | +174,271 | New |
| Davidson Investment Advisors | 177,066 | $18.3M | 0.90% | +3,526+2.0% | Added |
| Comgest Global Investors S.A.S. | 177,473 | $18.3M | 0.33% | −160,614−47.5% | Reduced |
| PGGM Investments | 177,812 | $18.4M | 0.25% | +13,370+8.1% | Added |
| CI Private Wealth, LLC | 178,325 | $18.4M | 0.03% | −20,783−10.4% | Reduced |
| Mackenzie Financial Corp | 180,085 | $18.6M | 0.03% | +3,634+2.1% | Added |
| M&T Bank Corp | 180,230 | $18.6M | 0.07% | −6,931−3.7% | Reduced |
| Treasurer of the State of North Carolina | 182,666 | $18.9M | 0.07% | +2,400+1.3% | Added |
| Equitable Trust Co | 182,782 | $18.9M | 1.04% | −16,871−8.5% | Reduced |
| Illinois Municipal Retirement Fund | 187,457 | $19.3M | 0.28% | 00.0% | Unchanged |
| US Bancorp | 189,911 | $19.6M | 0.03% | −16,742−8.1% | Reduced |
| Quantinno Capital Management LP | 190,414 | $19.7M | 0.13% | +127,148+201.0% | Added |
| TD Asset Management Inc | 192,438 | $19.9M | 0.02% | −10,363−5.1% | Reduced |
| AXA S.A. | 195,170 | $20.1M | 0.07% | −26,309−11.9% | Reduced |
| Millennium Management LLC | 197,585 | $20.4M | 0.02% | −67,726−25.5% | Reduced |
| Capital Fund Management S.A. | 200,843 | $20.7M | 0.26% | +143,580+250.7% | Added |
| SEI Investments Co | 205,300 | $21.2M | 0.03% | +28,194+15.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 209,380 | $21.6M | 0.07% | −1,724−0.8% | Reduced |
| Two Sigma Investments, LP | 210,525 | $21.7M | 0.05% | +181,825+633.5% | Added |
| Danske Bank A/S | 213,085 | $22.0M | 0.07% | −26,163−10.9% | Reduced |
| Banque Pictet & Cie SA | 214,538 | $22.1M | 0.24% | −32,086−13.0% | Reduced |
| Prudential Financial Inc | 215,764 | $22.3M | 0.03% | −1,777−0.8% | Reduced |
| Credit Agricole S A | 222,522 | $23.0M | 0.09% | +11,330+5.4% | Added |
| KLP Kapitalforvaltning AS | 224,242 | $23.1M | 0.11% | +8,700+4.0% | Added |
| Handelsbanken Fonder AB | 225,291 | $23.3M | 0.10% | −3,958−1.7% | Reduced |
| Royal London Asset Management Ltd | 229,199 | $23.7M | 0.06% | +20,793+10.0% | Added |
| Manufacturers Life Insurance Company, The | 229,913 | $23.7M | 0.02% | −25,547−10.0% | Reduced |
| State of Wisconsin Investment Board | 234,965 | $24.2M | 0.06% | −17,940−7.1% | Reduced |
| LPL Financial LLC | 235,941 | $24.3M | 0.01% | +25,878+12.3% | Added |
| New York State Common Retirement Fund | 237,908 | $24.6M | 0.04% | −89,900−27.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 244,646 | $25.2M | 0.07% | −21,860−8.2% | Reduced |
| Ameriprise Financial Inc | 247,910 | $25.6M | 0.01% | +4,054+1.7% | Added |
| Raymond James Financial Inc | 248,164 | $25.6M | 0.01% | −15,849−6.0% | Reduced |
| APG Asset Management N.V. | 269,983 | $25.8M | 0.08% | −16,544−5.8% | Reduced |
| Holocene Advisors, LP | 252,637 | $26.1M | 0.08% | +237,928+1,617.6% | Added |
| AQR Capital Management LLC | 260,870 | $26.6M | 0.03% | −117,672−31.1% | Reduced |
| Border to Coast Pensions Partnership Ltd | 262,972 | $27.1M | 0.56% | 00.0% | Unchanged |
| Welch & Forbes LLC | 263,943 | $27.2M | 0.36% | −13,607−4.9% | Reduced |
| UniSuper Management Pty Ltd | 270,630 | $27.9M | 0.21% | +235,608+672.7% | Added |
| HRT Financial LP | 281,704 | $29.1M | 0.18% | +249,186+766.3% | Added |
| KBC Group NV | 285,628 | $29.5M | 0.09% | −18,795−6.2% | Reduced |
| New York State Teachers Retirement System | 288,973 | $29.8M | 0.07% | −15,330−5.0% | Reduced |
| Quintet Private Bank (Europe) S.A. | 289,936 | $29.9M | 1.76% | +9,467+3.4% | Added |
| Korea Investment CORP | 297,279 | $30.7M | 0.07% | +26,556+9.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 307,442 | $31.7M | 0.06% | −10,570−3.3% | Reduced |
| Standard Life Aberdeen plc | 319,850 | $32.7M | 0.06% | +177,832+125.2% | Added |
| Natixis Advisors, L.P. | 325,875 | $33.6M | 0.06% | +44,957+16.0% | Added |
| J. Safra Sarasin Holding AG | 331,311 | $34.2M | 0.62% | +249+0.1% | Added |
| Cerity Partners LLC | 333,369 | $34.4M | 0.07% | +283,923+574.2% | Added |
| National Bank of Canada | 334,255 | $34.5M | 0.04% | +77,763+30.3% | Added |
| American Century Companies Inc | 344,702 | $35.6M | 0.02% | +3,315+1.0% | Added |
| Pensioenfonds Rail & Ov | 351,901 | $36.3M | 2.52% | −20,152−5.4% | Reduced |
| Los Angeles Capital Management LLC | 364,856 | $37.7M | 0.17% | −50,282−12.1% | Reduced |
| The PNC Financial Services Group, Inc. | 412,366 | $42.6M | 0.02% | −9,181−2.2% | Reduced |
| State Board of Administration of Florida Retirement System | 421,599 | $43.5M | 0.09% | −10,270−2.4% | Reduced |
| Assenagon Asset Management S.A. | 438,896 | $45.3M | 0.08% | +343,987+362.4% | Added |
| Citigroup Inc | 441,103 | $45.5M | 0.03% | −373,738−45.9% | Reduced |
| J. Stern & Co. LLP | 443,880 | $45.8M | 4.39% | +29,314+7.1% | Added |
| Storebrand Asset Management AS | 444,851 | $45.9M | 0.15% | +6,648+1.5% | Added |
| Candriam Luxembourg S.C.A. | 450,128 | $46.5M | 0.29% | −50,952−10.2% | Reduced |
| Voya Investment Management LLC | 463,874 | $47.9M | 0.05% | −69,699−13.1% | Reduced |
| Canada Pension Plan Investment Board | 470,781 | $48.6M | 0.05% | +163,231+53.1% | Added |
| Principal Financial Group Inc | 476,961 | $49.2M | 0.03% | +14,413+3.1% | Added |
| Arrowstreet Capital, Limited Partnership | 480,005 | $49.5M | 0.04% | +480,005 | New |
| Envestnet Asset Management Inc | 481,165 | $49.7M | 0.02% | −76,921−13.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 509,132 | $52.5M | 0.14% | −61,142−10.7% | Reduced |
| Rathbone Brothers plc | 512,694 | $52.9M | 0.26% | +28,330+5.8% | Added |
| Railway Pension Investments Ltd | 526,000 | $54.3M | 0.77% | 00.0% | Unchanged |
| First Trust Advisors LP | 532,221 | $54.9M | 0.05% | +15,745+3.0% | Added |
| Wells Fargo & Company | 541,704 | $55.9M | 0.01% | −105,318−16.3% | Reduced |
| Artisan Partners Limited Partnership | 549,319 | $56.7M | 0.09% | +4,664+0.9% | Added |
| BNP Paribas Arbitrage, SA | 553,727 | $57.1M | 0.04% | −169,326−23.4% | Reduced |
| Squarepoint Ops LLC | 562,975 | $58.1M | 0.14% | +296,880+111.6% | Added |
| Neuberger Berman Group LLC | 609,633 | $62.8M | 0.05% | −6,378−1.0% | Reduced |
| National Pension Service | 612,935 | $63.3M | 0.06% | +48,164+8.5% | Added |
| Great West Life Assurance Co | 619,397 | $64.0M | 0.11% | +8,119+1.3% | Added |
| California Public Employees Retirement System | 636,782 | $65.7M | 0.05% | −519,053−44.9% | Reduced |
| California State Teachers Retirement System | 639,476 | $66.0M | 0.08% | −7,703−1.2% | Reduced |
| Royal Bank of Canada | 658,275 | $67.9M | 0.02% | −220,975−25.1% | Reduced |
| Fisher Asset Management, LLC | 718,106 | $74.1M | 0.03% | −168,737−19.0% | Reduced |
| HSBC Holdings PLC | 746,239 | $76.8M | 0.05% | −31,935−4.1% | Reduced |
| Gates Capital Management, Inc. | 761,748 | $78.6M | 2.44% | 00.0% | Unchanged |
| Rhumbline Advisers | 771,542 | $79.6M | 0.07% | +41,596+5.7% | Added |
| Bank of Montreal | 776,251 | $80.1M | 0.04% | +370,669+91.4% | Added |
| Lazard Freres Gestion S.A.S. | 780,280 | $80.5M | 1.96% | −324,489−29.4% | Reduced |
| HighTower Advisors, LLC | 804,110 | $83.0M | 0.11% | −30,519−3.7% | Reduced |
| Victory Capital Management Inc | 841,633 | $86.9M | 0.09% | +7,989+1.0% | Added |
| Voloridge Investment Management, LLC | 863,903 | $89.2M | 0.33% | −426,717−33.1% | Reduced |
| Nuveen, LLC | 891,367 | $92.0M | 0.03% | +891,367 | New |
| Barclays PLC | 895,381 | $92.4M | 0.04% | +266,173+42.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 926,540 | $95.6M | 0.07% | −12,303−1.3% | Reduced |
| Citadel Advisors LLC | 1,039,646 | $107.3M | 0.10% | +684,428+192.7% | Added |
| Pictet Asset Management Holding SA | 1,050,999 | $108.5M | 0.12% | −246,309−19.0% | Reduced |
| Macquarie Group Ltd | 1,058,273 | $109.2M | 0.14% | +153,868+17.0% | Added |
| Brown Brothers Harriman & Co | 1,088,274 | $112.3M | 0.78% | +52,916+5.1% | Added |