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 |
|---|---|---|---|---|---|
| Schwartz Investment Counsel Inc | 85,000 | $8.77M | 0.30% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 84,199 | $8.69M | 0.26% | −4,143−4.7% | Reduced |
| Cloverfields Capital Group, LP | 82,762 | $8.54M | 2.82% | −2,248−2.6% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 81,450 | $8.41M | 0.41% | −13,870−14.6% | Reduced |
| AdvisorShares Investments LLC | 80,667 | $8.39M | 1.64% | +4,445+5.8% | Added |
| D. E. Shaw & Co., Inc. | 80,502 | $8.31M | 0.01% | +68,477+569.5% | Added |
| Amalgamated Bank | 79,428 | $8.20M | 0.07% | +523+0.7% | Added |
| Two Sigma Advisers, LP | 79,100 | $8.16M | 0.02% | +79,100 | New |
| Pathstone Holdings, LLC | 79,058 | $8.16M | 0.04% | +32,086+68.3% | Added |
| Varma Mutual Pension Insurance Co | 77,542 | $8.00M | 0.07% | −37,000−32.3% | Reduced |
| Artemis Investment Management LLP | 77,541 | $8.00M | 0.12% | −1,786−2.3% | Reduced |
| Windward Capital Management Co | 77,327 | $7.98M | 0.69% | −1,115−1.4% | Reduced |
| Mariner, LLC | 76,931 | $7.94M | 0.01% | +4,592+6.3% | Added |
| First Eagle Investment Management, LLC | 76,413 | $7.89M | 0.02% | +24,210+46.4% | Added |
| British Columbia Investment Management Corp | 76,393 | $7.88M | 0.05% | −310−0.4% | Reduced |
| ProShare Advisors LLC | 75,602 | $7.80M | 0.02% | +2,141+2.9% | Added |
| IFM Investors Pty Ltd | 75,288 | $7.77M | 0.08% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 75,087 | $7.75M | 0.45% | −1,102−1.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 75,136 | $7.68M | 0.02% | +71,374+1,897.2% | Added |
| Peapack Gladstone Financial Corp | 73,803 | $7.62M | 0.11% | +717+1.0% | Added |
| Antipodes Partners Ltd | 71,354 | $7.36M | 0.23% | +9,675+15.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 71,086 | $7.34M | 0.03% | +71,086 | New |
| Lincoln Capital LLC | 73,336 | $7.26M | 1.52% | −2,558−3.4% | Reduced |
| Achmea Investment Management B.V. | 69,168 | $7.14M | 0.10% | +15,150+28.0% | Added |
| Pictet & Cie (Europe) SA | 69,059 | $7.13M | 0.17% | +1,683+2.5% | Added |
| Ethic Inc. | 68,402 | $7.12M | 0.14% | −5,459−7.4% | Reduced |
| Delta Asset Management LLC | 68,245 | $7.04M | 0.67% | −2,010−2.9% | Reduced |
| MML Investors Services, LLC | 67,428 | $6.96M | 0.02% | −4,840−6.7% | Reduced |
| Calamos Advisors LLC | 67,250 | $6.94M | 0.03% | +743+1.1% | Added |
| Amica Mutual Insurance Co | 66,982 | $6.91M | 0.76% | −11,500−14.7% | Reduced |
| Jain Global LLC | 66,646 | $6.88M | 0.14% | +66,646 | New |
| Utah Retirement Systems | 66,152 | $6.83M | 0.08% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 65,663 | $6.78M | 0.09% | +5,109+8.4% | Added |
| Pinnacle Financial Partners Inc | 64,985 | $6.70M | 0.14% | +271+0.4% | Added |
| Winton Group Ltd | 63,507 | $6.55M | 0.40% | +63,507 | New |
| Bradley Foster & Sargent Inc | 63,506 | $6.55M | 0.11% | −1,137−1.8% | Reduced |
| Commerce Bank | 63,035 | $6.51M | 0.04% | −2,514−3.8% | Reduced |
| Nordea Investment Management AB | 61,913 | $6.33M | 0.01% | −132,882−68.2% | Reduced |
| Yousif Capital Management, LLC | 60,741 | $6.27M | 0.07% | +98+0.2% | Added |
| CIBC World Markets Inc. | 59,312 | $6.12M | 0.01% | +22,225+59.9% | Added |
| Keybank National Association | 59,227 | $6.11M | 0.02% | +90.0% | Added |
| BNP Paribas | 59,662 | $6.08M | 0.25% | +11,910+24.9% | Added |
| Xponance, Inc. | 58,937 | $6.08M | 0.06% | +938+1.6% | Added |
| New York Life Investment Management LLC | 58,590 | $6.05M | 0.06% | −624−1.1% | Reduced |
| Hudson Bay Capital Management LP | 58,276 | $6.01M | 0.04% | +58,276 | New |
| Police & Firemen's Retirement System of New Jersey | 58,253 | $6.01M | 0.06% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 58,224 | $6.01M | 0.07% | −8,600−12.9% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 57,933 | $5.98M | 0.39% | −1,221−2.1% | Reduced |
| BTC Capital Management, Inc. | 57,791 | $5.96M | 0.55% | +466+0.8% | Added |
| O'Shaughnessy Asset Management, LLC | 57,262 | $5.91M | 0.05% | +19,257+50.7% | Added |
| United Services Automobile Association | 57,371 | $5.86M | 0.18% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 56,473 | $5.83M | 0.02% | +3,824+7.3% | Added |
| Foyston, Gordon, & Payne Inc | 56,354 | $5.82M | 1.44% | +260+0.5% | Added |
| Sheets Smith Wealth Management | 56,162 | $5.80M | 0.72% | −200−0.4% | Reduced |
| Lifeworks Advisors, LLC | 56,115 | $5.79M | 0.96% | +3,105+5.9% | Added |
| Van Eck Associates Corp | 55,881 | $5.77M | 0.01% | −2,111,248−97.4% | Reduced |
| Verition Fund Management LLC | 55,084 | $5.68M | 0.03% | +18,869+52.1% | Added |
| D.A. Davidson & Co. | 54,813 | $5.66M | 0.05% | +41,363+307.5% | Added |
| Graybill Bartz & Assoc Ltd | 53,832 | $5.56M | 1.91% | +53,832 | New |
| Public Sector Pension Investment Board | 53,567 | $5.53M | 0.02% | +3,718+7.5% | Added |
| Janney Montgomery Scott LLC | 53,507 | $5.52M | 0.02% | −3,840−6.7% | Reduced |
| Marshall Wace, LLP | 52,759 | $5.44M | 0.01% | +48,397+1,109.5% | Added |
| Sawgrass Asset Management LLC | 52,502 | $5.42M | 0.66% | −28,869−35.5% | Reduced |
| Public Employees Retirement Association of Colorado | 51,033 | $5.27M | 0.02% | −126−0.2% | Reduced |
| Gateway Investment Advisers LLC | 50,672 | $5.23M | 0.06% | +221+0.4% | Added |
| Janus Henderson Group PLC | 50,658 | $5.17M | 0.00% | −19,827−28.1% | Reduced |
| Elo Mutual Pension Insurance Co | 50,037 | $5.16M | 0.12% | +7,270+17.0% | Added |
| State of Tennessee, Treasury Department | 50,003 | $5.16M | 0.02% | −21,758−30.3% | Reduced |
| Kanawha Capital Management LLC | 49,689 | $5.13M | 0.40% | +369+0.7% | Added |
| Ipswich Investment Management Co., Inc. | 49,451 | $5.10M | 1.27% | −840−1.7% | Reduced |
| William Allan, LLC | 49,218 | $5.08M | 3.18% | +674+1.4% | Added |
| Aviso Financial Inc. | 48,644 | $5.02M | 0.25% | +9,744+25.0% | Added |
| Nissay Asset Management Corp | 48,545 | $5.01M | 0.03% | +486+1.0% | Added |
| Truist Financial Corp | 48,362 | $4.99M | 0.01% | −4,436−8.4% | Reduced |
| Advisor Group Holdings, Inc. | 48,142 | $4.97M | 0.01% | −28,924−37.5% | Reduced |
| Cohen Capital Management, Inc. | 47,996 | $4.95M | 0.85% | 00.0% | Unchanged |
| CIBC World Markets Corp | 47,963 | $4.95M | 0.04% | −15,123−24.0% | Reduced |
| Financial Advisors Network, Inc. | 47,908 | $4.94M | 0.82% | +40,522+548.6% | Added |
| Scotia Capital Inc. | 46,773 | $4.83M | 0.03% | +651+1.4% | Added |
| State of Alaska, Department of Revenue | 46,426 | $4.79M | 0.05% | +880+1.9% | Added |
| Pacer Advisors, Inc. | 46,230 | $4.77M | 0.01% | −17,098−27.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 46,188 | $4.77M | 0.01% | +1,616+3.6% | Added |
| Mutual of America Capital Management LLC | 46,121 | $4.76M | 0.05% | −1,741−3.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 44,866 | $4.63M | 0.05% | +701+1.6% | Added |
| Mercer Global Advisors Inc | 44,810 | $4.62M | 0.01% | −1,663−3.6% | Reduced |
| JustInvest LLC | 44,626 | $4.61M | 0.07% | +4,786+12.0% | Added |
| Bank of Nova Scotia | 44,592 | $4.60M | 0.01% | −12,345−21.7% | Reduced |
| Arlington Partners LLC | 44,487 | $4.59M | 1.80% | +2,605+6.2% | Added |
| EFG Asset Management (Americas) Corp. | 44,405 | $4.58M | 0.93% | −1,124−2.5% | Reduced |
| Brown Shipley& Co Ltd | 44,188 | $4.56M | 2.58% | −1,207−2.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 44,116 | $4.55M | 0.17% | +176+0.4% | Added |
| Brinker Capital Investments, LLC | 44,048 | $4.55M | 0.04% | −2,135−4.6% | Reduced |
| Orion Portfolio Solutions, LLC | 44,048 | $4.55M | 0.04% | −2,135−4.6% | Reduced |
| OP Asset Management Ltd | 43,834 | $4.52M | 0.08% | +43,834 | New |
| Groupe la Francaise | 43,418 | $4.47M | 0.10% | +5,391+14.2% | Added |
| Wealthfront Advisers LLC | 43,306 | $4.47M | 0.01% | +3,684+9.3% | Added |
| Schonfeld Strategic Advisors LLC | 43,098 | $4.45M | 0.03% | +23,579+120.8% | Added |
| Davis-Rea Ltd. | 43,007 | $4.44M | 1.18% | +43,007 | New |
| Caisse des Depots Et Consignations | 42,945 | $4.43M | 0.21% | −4,264−9.0% | Reduced |
| Cetera Investment Advisers | 42,700 | $4.41M | 0.01% | −4,097−8.8% | Reduced |