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 |
|---|---|---|---|---|---|
| Quintet Private Bank (Europe) S.A. | 289,936 | $29.9M | 1.76% | +9,467+3.4% | Added |
| New York State Teachers Retirement System | 288,973 | $29.8M | 0.07% | −15,330−5.0% | Reduced |
| KBC Group NV | 285,628 | $29.5M | 0.09% | −18,795−6.2% | Reduced |
| HRT Financial LP | 281,704 | $29.1M | 0.18% | +249,186+766.3% | Added |
| UniSuper Management Pty Ltd | 270,630 | $27.9M | 0.21% | +235,608+672.7% | Added |
| Welch & Forbes LLC | 263,943 | $27.2M | 0.36% | −13,607−4.9% | Reduced |
| Border to Coast Pensions Partnership Ltd | 262,972 | $27.1M | 0.56% | 00.0% | Unchanged |
| AQR Capital Management LLC | 260,870 | $26.6M | 0.03% | −117,672−31.1% | Reduced |
| Holocene Advisors, LP | 252,637 | $26.1M | 0.08% | +237,928+1,617.6% | Added |
| APG Asset Management N.V. | 269,983 | $25.8M | 0.08% | −16,544−5.8% | Reduced |
| Raymond James Financial Inc | 248,164 | $25.6M | 0.01% | −15,849−6.0% | Reduced |
| Ameriprise Financial Inc | 247,910 | $25.6M | 0.01% | +4,054+1.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 244,646 | $25.2M | 0.07% | −21,860−8.2% | Reduced |
| New York State Common Retirement Fund | 237,908 | $24.6M | 0.04% | −89,900−27.4% | Reduced |
| LPL Financial LLC | 235,941 | $24.3M | 0.01% | +25,878+12.3% | Added |
| State of Wisconsin Investment Board | 234,965 | $24.2M | 0.06% | −17,940−7.1% | Reduced |
| Manufacturers Life Insurance Company, The | 229,913 | $23.7M | 0.02% | −25,547−10.0% | Reduced |
| Royal London Asset Management Ltd | 229,199 | $23.7M | 0.06% | +20,793+10.0% | Added |
| Handelsbanken Fonder AB | 225,291 | $23.3M | 0.10% | −3,958−1.7% | Reduced |
| KLP Kapitalforvaltning AS | 224,242 | $23.1M | 0.11% | +8,700+4.0% | Added |
| Credit Agricole S A | 222,522 | $23.0M | 0.09% | +11,330+5.4% | Added |
| Prudential Financial Inc | 215,764 | $22.3M | 0.03% | −1,777−0.8% | Reduced |
| Banque Pictet & Cie SA | 214,538 | $22.1M | 0.24% | −32,086−13.0% | Reduced |
| Danske Bank A/S | 213,085 | $22.0M | 0.07% | −26,163−10.9% | Reduced |
| Two Sigma Investments, LP | 210,525 | $21.7M | 0.05% | +181,825+633.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 209,380 | $21.6M | 0.07% | −1,724−0.8% | Reduced |
| SEI Investments Co | 205,300 | $21.2M | 0.03% | +28,194+15.9% | Added |
| Capital Fund Management S.A. | 200,843 | $20.7M | 0.26% | +143,580+250.7% | Added |
| Millennium Management LLC | 197,585 | $20.4M | 0.02% | −67,726−25.5% | Reduced |
| AXA S.A. | 195,170 | $20.1M | 0.07% | −26,309−11.9% | Reduced |
| TD Asset Management Inc | 192,438 | $19.9M | 0.02% | −10,363−5.1% | Reduced |
| Quantinno Capital Management LP | 190,414 | $19.7M | 0.13% | +127,148+201.0% | Added |
| US Bancorp | 189,911 | $19.6M | 0.03% | −16,742−8.1% | Reduced |
| Illinois Municipal Retirement Fund | 187,457 | $19.3M | 0.28% | 00.0% | Unchanged |
| Equitable Trust Co | 182,782 | $18.9M | 1.04% | −16,871−8.5% | Reduced |
| Treasurer of the State of North Carolina | 182,666 | $18.9M | 0.07% | +2,400+1.3% | Added |
| M&T Bank Corp | 180,230 | $18.6M | 0.07% | −6,931−3.7% | Reduced |
| Mackenzie Financial Corp | 180,085 | $18.6M | 0.03% | +3,634+2.1% | Added |
| CI Private Wealth, LLC | 178,325 | $18.4M | 0.03% | −20,783−10.4% | Reduced |
| PGGM Investments | 177,812 | $18.4M | 0.25% | +13,370+8.1% | Added |
| Comgest Global Investors S.A.S. | 177,473 | $18.3M | 0.33% | −160,614−47.5% | Reduced |
| Davidson Investment Advisors | 177,066 | $18.3M | 0.90% | +3,526+2.0% | Added |
| Alberta Investment Management Corp | 174,271 | $18.0M | 0.12% | +174,271 | New |
| Andra AP-fonden | 174,034 | $18.0M | 0.29% | −52,000−23.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 193,473 | $17.8M | 0.42% | +799+0.4% | Added |
| CIBC Asset Management Inc | 168,155 | $17.4M | 0.06% | +22,017+15.1% | Added |
| Creative Planning | 167,364 | $17.3M | 0.02% | +12,321+7.9% | Added |
| Nomura Asset Management Co Ltd | 163,179 | $16.8M | 0.05% | +44,297+37.3% | Added |
| Asset Management One Co.,Ltd. | 160,432 | $16.6M | 0.06% | +9,817+6.5% | Added |
| DekaBank Deutsche Girozentrale | 162,726 | $16.4M | 0.03% | +4,158+2.6% | Added |
| DnB Asset Management AS | 155,461 | $16.0M | 0.07% | +51,369+49.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 155,397 | $16.0M | 1.79% | −183−0.1% | Reduced |
| Ensign Peak Advisors, Inc | 155,082 | $16.0M | 0.03% | −17,889−10.3% | Reduced |
| Man Group plc | 152,965 | $15.8M | 0.05% | +14,708+10.6% | Added |
| Commonwealth Equity Services, LLC | 151,262 | $15.6M | 0.02% | +2,164+1.5% | Added |
| Mn Services Vermogensbeheer B.V. | 148,100 | $15.3M | 0.12% | −11,500−7.2% | Reduced |
| Toronto Dominion Bank | 145,043 | $15.0M | 0.04% | −74,430−33.9% | Reduced |
| AdviceOne Advisory Services, LLC | 142,122 | $14.7M | 11.98% | −1,072−0.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 139,676 | $14.4M | 0.04% | −5,888−4.0% | Reduced |
| Brown Advisory Inc | 137,836 | $14.2M | 0.02% | −8,617−5.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 137,491 | $14.2M | 0.07% | +2,105+1.6% | Added |
| Gotham Asset Management, LLC | 137,446 | $14.2M | 0.12% | −55,333−28.7% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 131,729 | $13.6M | 0.08% | −989−0.7% | Reduced |
| Forsta Ap-Fonden | 131,100 | $13.5M | 0.10% | −1,200−0.9% | Reduced |
| Factory Mutual Insurance Co | 130,800 | $13.5M | 0.16% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 128,861 | $13.3M | 0.06% | −9,241−6.7% | Reduced |
| Mill Capital Management, LLC | 127,797 | $13.2M | 1.06% | +404+0.3% | Added |
| Public Employees Retirement System of Ohio | 127,461 | $13.2M | 0.05% | −14,586−10.3% | Reduced |
| Jane Street Group, LLC | 127,206 | $13.1M | 0.02% | −315,455−71.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 126,291 | $13.0M | 0.06% | +9,772+8.4% | Added |
| Bahl & Gaynor Inc | 124,372 | $12.8M | 0.07% | −250,323−66.8% | Reduced |
| Allianz Asset Management GmbH | 123,969 | $12.8M | 0.02% | +70,421+131.5% | Added |
| Resona Asset Management Co.,Ltd. | 123,833 | $12.8M | 0.07% | +7,317+6.3% | Added |
| MAI Capital Management | 122,562 | $12.6M | 0.10% | −2,251−1.8% | Reduced |
| Federated Hermes, Inc. | 122,423 | $12.6M | 0.03% | −180,616−59.6% | Reduced |
| Arizona State Retirement System | 117,230 | $12.1M | 0.08% | +3,147+2.8% | Added |
| Nisa Investment Advisors, LLC | 116,687 | $12.0M | 0.06% | +16,061+16.0% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $11.8M | 0.11% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 114,053 | $11.8M | 0.05% | +31,776+38.6% | Added |
| Robeco Institutional Asset Management B.V. | 112,283 | $11.6M | 0.02% | −2,259−2.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 110,246 | $11.4M | 0.16% | −3,016−2.7% | Reduced |
| Allied Investment Advisors, LLC | 109,330 | $11.3M | 2.14% | +6,230+6.0% | Added |
| State of Michigan Retirement System | 107,607 | $11.1M | 0.06% | −800−0.7% | Reduced |
| HM Payson & Co | 107,067 | $11.0M | 0.19% | −460,933−81.2% | Reduced |
| Connecticut Wealth Management, LLC | 104,937 | $10.8M | 0.57% | +4,045+4.0% | Added |
| Pictet North America Advisors SA | 104,164 | $10.7M | 1.07% | +7,556+7.8% | Added |
| MetLife Investment Management | 103,033 | $10.6M | 0.06% | −2,687−2.5% | Reduced |
| Meyer Handelman Co | 102,745 | $10.6M | 0.37% | −2,823−2.7% | Reduced |
| Kempen Capital Management N.V. | 98,702 | $10.2M | 0.11% | −71,810−42.1% | Reduced |
| Impax Asset Management Group plc | 96,827 | $9.99M | 0.06% | −9,942−9.3% | Reduced |
| Clarkston Capital Partners, LLC | 96,668 | $9.98M | 0.20% | +2,263+2.4% | Added |
| Comerica Bank | 94,038 | $9.70M | 0.04% | −6,684−6.6% | Reduced |
| United Capital Financial Advisers, LLC | 93,841 | $9.68M | 0.08% | −935−1.0% | Reduced |
| Corebridge Financial, Inc. | 91,125 | $9.40M | 0.05% | −3,457−3.7% | Reduced |
| Czech National Bank | 91,074 | $9.40M | 0.09% | +4,462+5.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 90,679 | $9.36M | 0.06% | +5,742+6.8% | Added |
| Stifel Financial Corp | 90,623 | $9.35M | 0.01% | −4,145−4.4% | Reduced |
| Erste Asset Management GmbH | 87,629 | $8.97M | 0.12% | +87,629 | New |
| Captrust Financial Advisors | 86,749 | $8.95M | 0.02% | +49,715+134.2% | Added |
| Retirement Systems of Alabama | 85,208 | $8.79M | 0.03% | −1,279−1.5% | Reduced |