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 |
|---|---|---|---|---|---|
| Elo Mutual Pension Insurance Co | 52,586 | $5.21M | 0.11% | +2,549+5.1% | Added |
| Advisor Group Holdings, Inc. | 52,639 | $5.22M | 0.01% | +4,497+9.3% | Added |
| Bradley Foster & Sargent Inc | 53,230 | $5.27M | 0.08% | −10,276−16.2% | Reduced |
| Qsemble Capital Management, LP | 53,703 | $5.32M | 0.51% | +38,961+264.3% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 54,308 | $5.38M | 0.32% | −3,625−6.3% | Reduced |
| Graybill Bartz & Assoc Ltd | 55,011 | $5.45M | 1.78% | +1,179+2.2% | Added |
| Caisse des Depots Et Consignations | 55,325 | $5.48M | 0.23% | +12,380+28.8% | Added |
| D.A. Davidson & Co. | 55,733 | $5.52M | 0.04% | +920+1.7% | Added |
| Sheets Smith Wealth Management | 56,162 | $5.56M | 0.65% | 00.0% | Unchanged |
| Van Eck Associates Corp | 56,751 | $5.62M | 0.01% | +870+1.6% | Added |
| Foyston, Gordon, & Payne Inc | 56,826 | $5.63M | 1.28% | +472+0.8% | Added |
| BNP Paribas | 58,127 | $5.68M | 0.18% | −1,535−2.6% | Reduced |
| BTC Capital Management, Inc. | 58,158 | $5.75M | 0.47% | +367+0.6% | Added |
| Atlantic Union Bankshares Corp | 58,088 | $5.75M | 0.13% | +18,881+48.2% | Added |
| Keybank National Association | 58,150 | $5.76M | 0.02% | −1,077−1.8% | Reduced |
| New York Life Investment Management LLC | 59,019 | $5.84M | 0.05% | +429+0.7% | Added |
| Interval Partners, LP | 59,186 | $5.86M | 0.13% | +59,186 | New |
| Freestone Grove Partners LP | 59,324 | $5.87M | 0.04% | +59,324 | New |
| Police & Firemen's Retirement System of New Jersey | 59,979 | $5.94M | 0.06% | +1,726+3.0% | Added |
| Yousif Capital Management, LLC | 60,013 | $5.94M | 0.06% | −728−1.2% | Reduced |
| MML Investors Services, LLC | 61,146 | $6.05M | 0.02% | −6,282−9.3% | Reduced |
| MAI Capital Management | 61,558 | $6.10M | 0.04% | −61,004−49.8% | Reduced |
| Commerce Bank | 61,777 | $6.12M | 0.04% | −1,258−2.0% | Reduced |
| British Columbia Investment Management Corp | 62,249 | $6.16M | 0.04% | −14,144−18.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 62,632 | $6.20M | 0.02% | −12,504−16.6% | Reduced |
| Nordea Investment Management AB | 64,207 | $6.29M | 0.01% | +2,294+3.7% | Added |
| Pinnacle Financial Partners Inc | 64,771 | $6.41M | 0.13% | −214−0.3% | Reduced |
| Achmea Investment Management B.V. | 64,991 | $6.43M | 0.08% | −4,177−6.0% | Reduced |
| Holocene Advisors, LP | 64,988 | $6.44M | 0.02% | −187,649−74.3% | Reduced |
| Susquehanna International Group, LLP | 65,122 | $6.45M | 0.01% | +30,725+89.3% | Added |
| Utah Retirement Systems | 65,552 | $6.49M | 0.07% | −600−0.9% | Reduced |
| Amica Mutual Insurance Co | 66,982 | $6.63M | 0.64% | 00.0% | Unchanged |
| Delta Asset Management LLC | 67,230 | $6.66M | 0.58% | −1,015−1.5% | Reduced |
| Calamos Advisors LLC | 67,250 | $6.66M | 0.03% | 00.0% | Unchanged |
| Xponance, Inc. | 67,925 | $6.73M | 0.06% | +8,988+15.3% | Added |
| Federated Hermes, Inc. | 68,797 | $6.81M | 0.01% | −53,626−43.8% | Reduced |
| Modera Wealth Management, LLC | 70,487 | $6.98M | 0.09% | +4,824+7.3% | Added |
| Daiwa Securities Group Inc. | 70,624 | $6.99M | 0.03% | +14,151+25.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 70,871 | $7.02M | 0.17% | +49,468+231.1% | Added |
| Antipodes Partners Ltd | 71,502 | $7.08M | 0.22% | +148+0.2% | Added |
| Artemis Investment Management LLP | 71,691 | $7.10M | 0.09% | −5,850−7.5% | Reduced |
| Lincoln Capital LLC | 73,689 | $7.30M | 1.40% | +353+0.5% | Added |
| Peapack Gladstone Financial Corp | 74,668 | $7.39M | 0.10% | +865+1.2% | Added |
| IFM Investors Pty Ltd | 76,181 | $7.54M | 0.07% | +893+1.2% | Added |
| Windward Capital Management Co | 76,686 | $7.59M | 0.64% | −641−0.8% | Reduced |
| Amalgamated Bank | 77,307 | $7.66M | 0.06% | −2,121−2.7% | Reduced |
| Verition Fund Management LLC | 77,360 | $7.66M | 0.04% | +22,276+40.4% | Added |
| HM Payson & Co | 77,736 | $7.70M | 0.12% | −29,331−27.4% | Reduced |
| Pictet & Cie (Europe) SA | 78,242 | $7.75M | 0.17% | +9,183+13.3% | Added |
| Varma Mutual Pension Insurance Co | 80,942 | $8.01M | 0.06% | +3,400+4.4% | Added |
| ProShare Advisors LLC | 81,633 | $8.08M | 0.02% | +6,031+8.0% | Added |
| AdvisorShares Investments LLC | 81,956 | $8.12M | 1.46% | +1,289+1.6% | Added |
| Anchor Capital Advisors LLC | 82,732 | $8.19M | 0.24% | −1,467−1.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 82,824 | $8.20M | 0.08% | +24,600+42.3% | Added |
| Mariner, LLC | 83,151 | $8.23M | 0.01% | +6,220+8.1% | Added |
| Natixis | 84,026 | $8.32M | 0.04% | +58,286+226.4% | Added |
| Aquatic Capital Management LLC | 84,217 | $8.34M | 0.17% | +68,777+445.4% | Added |
| Retirement Systems of Alabama | 84,690 | $8.39M | 0.03% | −518−0.6% | Reduced |
| Cloverfields Capital Group, LP | 85,802 | $8.50M | 2.52% | +3,040+3.7% | Added |
| Meyer Handelman Co | 88,376 | $8.75M | 0.29% | −14,369−14.0% | Reduced |
| Stifel Financial Corp | 89,508 | $8.86M | 0.01% | −1,115−1.2% | Reduced |
| United Capital Financial Advisers, LLC | 92,881 | $9.20M | 0.07% | −960−1.0% | Reduced |
| Comerica Bank | 92,886 | $9.20M | 0.04% | −1,152−1.2% | Reduced |
| First Eagle Investment Management, LLC | 94,015 | $9.31M | 0.02% | +17,602+23.0% | Added |
| Ensign Peak Advisors, Inc | 94,646 | $9.37M | 0.02% | −60,436−39.0% | Reduced |
| Captrust Financial Advisors | 94,668 | $9.37M | 0.02% | +7,919+9.1% | Added |
| Clarkston Capital Partners, LLC | 95,197 | $9.43M | 0.20% | −1,471−1.5% | Reduced |
| Czech National Bank | 96,473 | $9.55M | 0.07% | +5,399+5.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 96,797 | $9.58M | 0.05% | +6,118+6.7% | Added |
| Quantbot Technologies LP | 97,047 | $9.61M | 0.25% | +97,047 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 98,735 | $9.78M | 0.03% | +27,649+38.9% | Added |
| MetLife Investment Management | 100,570 | $9.96M | 0.06% | −2,463−2.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 100,691 | $9.97M | 0.02% | −11,592−10.3% | Reduced |
| Pictet North America Advisors SA | 100,822 | $9.98M | 1.00% | −3,342−3.2% | Reduced |
| Twinbeech Capital LP | 102,683 | $10.2M | 0.23% | +102,683 | New |
| Connecticut Wealth Management, LLC | 105,038 | $10.4M | 0.50% | +101+0.1% | Added |
| Allianz Asset Management GmbH | 106,713 | $10.6M | 0.01% | −17,256−13.9% | Reduced |
| State of Michigan Retirement System | 107,307 | $10.6M | 0.06% | −300−0.3% | Reduced |
| Bahl & Gaynor Inc | 108,727 | $10.8M | 0.05% | −15,645−12.6% | Reduced |
| Coerente Capital Management | 108,979 | $10.8M | 1.98% | +108,979 | New |
| Impax Asset Management Group plc | 110,021 | $10.9M | 0.06% | +13,194+13.6% | Added |
| Allied Investment Advisors, LLC | 111,991 | $11.1M | 1.94% | +2,661+2.4% | Added |
| Thrivent Financial for Lutherans | 112,113 | $11.1M | 0.02% | +80,000+249.1% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $11.3M | 0.10% | 00.0% | Unchanged |
| Arizona State Retirement System | 115,659 | $11.5M | 0.07% | −1,571−1.3% | Reduced |
| Baldwin Brothers Inc | 117,312 | $11.6M | 0.79% | +117,312 | New |
| Gotham Asset Management, LLC | 117,687 | $11.7M | 0.07% | −19,759−14.4% | Reduced |
| Nisa Investment Advisors, LLC | 120,306 | $11.9M | 0.05% | +3,619+3.1% | Added |
| Pinebridge Investments, L.P. | 120,676 | $11.9M | 0.10% | +96,578+400.8% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 123,376 | $12.2M | 0.07% | −8,353−6.3% | Reduced |
| Public Employees Retirement System of Ohio | 125,465 | $12.4M | 0.04% | −1,996−1.6% | Reduced |
| Teacher Retirement System of Texas | 125,577 | $12.4M | 0.05% | +11,524+10.1% | Added |
| Mill Capital Management, LLC | 128,220 | $12.7M | 1.00% | +423+0.3% | Added |
| State of New Jersey Common Pension Fund D | 128,861 | $12.8M | 0.05% | 00.0% | Unchanged |
| Brown Advisory Inc | 129,942 | $12.9M | 0.02% | −7,894−5.7% | Reduced |
| Nomura Asset Management Co Ltd | 130,360 | $12.9M | 0.04% | −32,819−20.1% | Reduced |
| Forsta Ap-Fonden | 130,600 | $12.9M | 0.09% | −500−0.4% | Reduced |
| Factory Mutual Insurance Co | 130,800 | $13.0M | 0.14% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 131,567 | $13.0M | 0.03% | +92,770+239.1% | Added |
| Erste Asset Management GmbH | 134,013 | $13.1M | 0.11% | +46,384+52.9% | Added |