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, Q2 2025
Institutional positions in Otis Worldwide Corp as of Jun 30, 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
- 1,270
- +41 vs. Q1 2025
- Shares held
- 352.0M
- −4.01M (−1.1%) vs. Q1 2025
- Total value
- $34.8B
- −$1.88B (−5.1%) vs. Q1 2025
- New holders
- 121
- 411 more added
- Sold out
- 80
- 462 more reduced
19 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 48,587,153 | $4.81B | 0.08% | +1,991,860+4.3% | Added |
| BlackRock, Inc. | 32,547,626 | $3.22B | 0.06% | +770,658+2.4% | Added |
| JPMorgan Chase & Co | 22,114,586 | $2.19B | 0.15% | −15,805,439−41.7% | Reduced |
| Alliancebernstein L.P. | 19,378,760 | $1.92B | 0.63% | +603,860+3.2% | Added |
| State Street Corp | 16,039,583 | $1.59B | 0.06% | +26,136+0.2% | Added |
| Morgan Stanley | 13,477,240 | $1.33B | 0.09% | +583,875+4.5% | Added |
| Geode Capital Management, LLC | 10,673,127 | $1.06B | 0.07% | +129,458+1.2% | Added |
| Norges Bank | 7,287,555 | $721.6M | 0.09% | +144,018+2.0% | Added |
| Franklin Resources Inc | 7,097,379 | $702.8M | 0.19% | −698,420−9.0% | Reduced |
| Massachusetts Financial Services Co | 6,910,275 | $684.3M | 0.22% | −258,058−3.6% | Reduced |
| Fundsmith LLPSuperinvestorFundsmith | 5,819,151 | $576.2M | 2.50% | −47,586−0.8% | Reduced |
| Fiera Capital Corp | 5,339,028 | $528.7M | 1.79% | −55,271−1.0% | Reduced |
| StonePine Asset Management Inc. | 4,639,065 | $459.4M | 2.97% | +543,933+13.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,632,335 | $458.7M | 0.37% | +494,259+11.9% | Added |
| Invesco Ltd. | 4,529,221 | $448.5M | 0.08% | +290,621+6.9% | Added |
| Northern Trust Corp | 4,392,912 | $435.0M | 0.06% | −191,935−4.2% | Reduced |
| BLS Capital Fondsmaeglerselskab A/S | 3,663,016 | $362.7M | 11.69% | −255,664−6.5% | Reduced |
| UBS Asset Management Americas Inc | 3,631,934 | $359.6M | 0.07% | +88,806+2.5% | Added |
| Sarasin & Partners LLP | 3,581,396 | $354.6M | 3.53% | −60,804−1.7% | Reduced |
| Wellington Management Group LLP | 3,061,001 | $303.1M | 0.06% | −673,342−18.0% | Reduced |
| Bank of America Corp | 2,971,913 | $294.3M | 0.02% | +2,322+0.1% | Added |
| Marshall Wace, LLP | 2,844,524 | $281.7M | 0.33% | +2,791,765+5,291.5% | Added |
| Capital Research Global Investors | 2,810,148 | $278.3M | 0.06% | +16,917+0.6% | Added |
| Legal & General Group Plc | 2,805,335 | $277.8M | 0.07% | +58,165+2.1% | Added |
| Bank of New York Mellon Corp | 2,797,485 | $277.0M | 0.05% | −155,532−5.3% | Reduced |
| FMR LLC | 2,764,935 | $273.8M | 0.02% | −836,466−23.2% | Reduced |
| Schroder Investment Management Group | 2,393,032 | $237.0M | 0.20% | +100,193+4.4% | Added |
| Charles Schwab Investment Management Inc | 2,366,894 | $234.4M | 0.04% | +33,086+1.4% | Added |
| Primecap Management Co | 2,314,361 | $229.2M | 0.18% | +511,230+28.4% | Added |
| Goldman Sachs Group Inc | 2,250,144 | $222.8M | 0.04% | +332,021+17.3% | Added |
| Deutsche Bank AG | 2,096,497 | $207.6M | 0.08% | +525,157+33.4% | Added |
| London Co of Virginia | 2,068,624 | $204.8M | 1.16% | −84,423−3.9% | Reduced |
| D. E. Shaw & Co., Inc. | 2,021,880 | $200.2M | 0.20% | +1,941,378+2,411.6% | Added |
| Dimensional Fund Advisors LP | 1,935,201 | $191.6M | 0.04% | −5,248−0.3% | Reduced |
| Guinness Asset Management LTD | 1,925,000 | $190.5M | 3.41% | +28,083+1.5% | Added |
| CIBC Private Wealth Group, LLC | 1,876,606 | $185.8M | 0.33% | −11,114−0.6% | Reduced |
| USS Investment Management Ltd | 1,830,268 | $181.2M | 1.14% | −443,336−19.5% | Reduced |
| UBS Group AG | 1,702,315 | $168.6M | 0.04% | −792,256−31.8% | Reduced |
| Fundsmith Investment Services Ltd. | 1,693,358 | $167.7M | 2.27% | −31,968−1.9% | Reduced |
| Amundi | 1,663,345 | $166.0M | 0.06% | +474,082+39.9% | Added |
| Russell Investments Group, Ltd. | 1,573,337 | $155.6M | 0.20% | +210,416+15.4% | Added |
| Brown Brothers Harriman & Co | 1,481,384 | $146.7M | 0.94% | +393,110+36.1% | Added |
| Canoe Financial LP | 1,471,094 | $145.7M | 2.08% | −32,275−2.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,417,671 | $140.4M | 0.55% | +85,985+6.5% | Added |
| Price T Rowe Associates Inc | 1,356,370 | $134.3M | 0.02% | −98,280−6.8% | Reduced |
| Citadel Advisors LLC | 1,337,824 | $132.5M | 0.11% | +298,178+28.7% | Added |
| Royal Bank of Canada | 1,292,801 | $128.0M | 0.02% | +634,526+96.4% | Added |
| Clearbridge Investments, LLC | 1,288,864 | $127.6M | 0.10% | −33,049−2.5% | Reduced |
| Swiss National Bank | 1,197,643 | $118.6M | 0.07% | +71,100+6.3% | Added |
| Qube Research & Technologies Ltd | 1,154,504 | $114.3M | 0.16% | +1,154,504 | New |
| Macquarie Group Ltd | 1,146,965 | $113.6M | 0.14% | +88,692+8.4% | Added |
| Aviva PLC | 1,140,823 | $113.0M | 0.23% | +37,829+3.4% | Added |
| AQR Capital Management LLC | 1,150,451 | $112.6M | 0.09% | +889,581+341.0% | Added |
| Fayez Sarofim & Co | 1,112,571 | $110.2M | 0.26% | −742−0.1% | Reduced |
| Millennium Management LLC | 1,074,802 | $106.4M | 0.10% | +877,217+444.0% | Added |
| Two Sigma Investments, LP | 1,053,095 | $104.3M | 0.19% | +842,570+400.2% | Added |
| Arrowstreet Capital, Limited Partnership | 1,005,980 | $99.6M | 0.07% | +525,975+109.6% | Added |
| Nuveen, LLC | 972,787 | $96.3M | 0.03% | +81,420+9.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 936,593 | $92.7M | 0.06% | +10,053+1.1% | Added |
| Pictet Asset Management Holding SA | 929,278 | $92.0M | 0.09% | −121,721−11.6% | Reduced |
| Lazard Freres Gestion S.A.S. | 913,753 | $90.5M | 1.89% | +133,473+17.1% | Added |
| Victory Capital Management Inc | 842,309 | $83.4M | 0.05% | +676+0.1% | Added |
| Rhumbline Advisers | 815,506 | $80.8M | 0.07% | +43,964+5.7% | Added |
| HighTower Advisors, LLC | 799,605 | $79.2M | 0.10% | −4,505−0.6% | Reduced |
| Citigroup Inc | 781,402 | $77.4M | 0.05% | +340,299+77.1% | Added |
| Voloridge Investment Management, LLC | 779,305 | $77.2M | 0.28% | −84,598−9.8% | Reduced |
| Gates Capital Management, Inc. | 761,748 | $75.4M | 2.28% | 00.0% | Unchanged |
| Barclays PLC | 744,459 | $73.7M | 0.03% | −150,922−16.9% | Reduced |
| Assenagon Asset Management S.A. | 713,614 | $70.7M | 0.11% | +274,718+62.6% | Added |
| HSBC Holdings PLC | 690,901 | $68.4M | 0.04% | −55,338−7.4% | Reduced |
| Fisher Asset Management, LLC | 686,698 | $68.0M | 0.03% | −31,408−4.4% | Reduced |
| California Public Employees Retirement System | 679,906 | $67.3M | 0.04% | +43,124+6.8% | Added |
| Squarepoint Ops LLC | 677,565 | $67.1M | 0.15% | +114,590+20.4% | Added |
| California State Teachers Retirement System | 647,290 | $64.1M | 0.07% | +7,814+1.2% | Added |
| National Pension Service | 617,567 | $61.2M | 0.05% | +4,632+0.8% | Added |
| Neuberger Berman Group LLC | 609,036 | $60.2M | 0.05% | −597−0.1% | Reduced |
| Worldquant Millennium Advisors LLC | 602,115 | $59.6M | 0.30% | +602,115 | New |
| Great West Life Assurance Co | 566,748 | $56.2M | 0.09% | −52,649−8.5% | Reduced |
| Two Sigma Advisers, LP | 565,800 | $56.0M | 0.11% | +486,700+615.3% | Added |
| Canada Pension Plan Investment Board | 555,395 | $55.0M | 0.05% | +84,614+18.0% | Added |
| Artisan Partners Limited Partnership | 542,581 | $53.7M | 0.08% | −6,738−1.2% | Reduced |
| Wells Fargo & Company | 529,229 | $52.4M | 0.01% | −12,475−2.3% | Reduced |
| Renaissance Technologies LLC | 511,200 | $50.6M | 0.07% | +511,200 | New |
| Rathbone Brothers plc | 507,990 | $50.3M | 0.22% | −4,704−0.9% | Reduced |
| First Trust Advisors LP | 500,533 | $49.6M | 0.04% | −31,688−6.0% | Reduced |
| BNP Paribas Arbitrage, SA | 497,641 | $49.3M | 0.04% | −56,086−10.1% | Reduced |
| Railway Pension Investments Ltd | 470,100 | $46.5M | 0.66% | −55,900−10.6% | Reduced |
| Storebrand Asset Management AS | 462,604 | $45.8M | 0.13% | +17,753+4.0% | Added |
| J. Stern & Co. LLP | 456,843 | $44.6M | 3.81% | +12,963+2.9% | Added |
| Principal Financial Group Inc | 438,646 | $43.4M | 0.02% | −38,315−8.0% | Reduced |
| Jane Street Group, LLC | 434,865 | $43.1M | 0.07% | +307,659+241.9% | Added |
| SEI Investments Co | 432,783 | $42.9M | 0.05% | +227,483+110.8% | Added |
| State Board of Administration of Florida Retirement System | 406,314 | $40.2M | 0.07% | −15,285−3.6% | Reduced |
| ExodusPoint Capital Management, LP | 406,134 | $40.2M | 0.49% | +406,134 | New |
| Envestnet Asset Management Inc | 405,849 | $40.2M | 0.01% | −75,316−15.7% | Reduced |
| The PNC Financial Services Group, Inc. | 393,319 | $38.9M | 0.03% | −19,047−4.6% | Reduced |
| Tudor Investment Corp Et Al | 385,608 | $38.2M | 0.29% | +385,608 | New |
| Voya Investment Management LLC | 383,229 | $37.9M | 0.04% | −80,645−17.4% | Reduced |
| Man Group plc | 379,625 | $37.6M | 0.08% | +226,660+148.2% | Added |
| National Bank of Canada | 357,543 | $35.4M | 0.04% | +23,288+7.0% | Added |