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 |
|---|---|---|---|---|---|
| Skandinaviska Enskilda Banken AB (publ) | 135,430 | $13.4M | 0.06% | −2,061−1.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 135,937 | $13.5M | 0.06% | +9,646+7.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 137,600 | $13.7M | 0.02% | +105,956+334.8% | Added |
| Trexquant Investment LP | 139,334 | $13.8M | 0.16% | +133,999+2,511.7% | Added |
| Resona Asset Management Co.,Ltd. | 141,534 | $14.0M | 0.07% | +17,701+14.3% | Added |
| Illinois Municipal Retirement Fund | 141,893 | $14.1M | 0.19% | −45,564−24.3% | Reduced |
| AdviceOne Advisory Services, LLC | 143,049 | $14.2M | 10.45% | +927+0.7% | Added |
| State of Tennessee, Treasury Department | 144,143 | $14.3M | 0.05% | +94,140+188.3% | Added |
| Commonwealth Equity Services, LLC | 145,071 | $14.4M | 0.02% | −6,191−4.1% | Reduced |
| DnB Asset Management AS | 146,987 | $14.6M | 0.06% | −8,474−5.5% | Reduced |
| Mn Services Vermogensbeheer B.V. | 148,100 | $14.7M | 0.10% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 149,639 | $14.8M | 0.04% | +9,963+7.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 155,634 | $15.4M | 1.63% | +237+0.2% | Added |
| DekaBank Deutsche Girozentrale | 158,568 | $15.5M | 0.03% | −4,158−2.6% | Reduced |
| M&T Bank Corp | 157,575 | $15.6M | 0.05% | −22,655−12.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 163,870 | $16.2M | 0.04% | −345,262−67.8% | Reduced |
| Asset Management One Co.,Ltd. | 164,439 | $16.3M | 0.05% | +4,007+2.5% | Added |
| Equitable Trust Co | 165,134 | $16.4M | 0.81% | −17,648−9.7% | Reduced |
| Toronto Dominion Bank | 165,879 | $16.4M | 0.04% | +20,836+14.4% | Added |
| Comgest Global Investors S.A.S. | 166,709 | $16.5M | 0.28% | −10,764−6.1% | Reduced |
| CI Private Wealth, LLC | 166,758 | $16.5M | 0.02% | −11,567−6.5% | Reduced |
| Jump Financial, LLC | 167,311 | $16.6M | 0.20% | +165,328+8,337.3% | Added |
| Banque Pictet & Cie SA | 173,344 | $17.2M | 0.18% | −41,194−19.2% | Reduced |
| Quantinno Capital Management LP | 174,567 | $17.3M | 0.07% | −15,847−8.3% | Reduced |
| Mackenzie Financial Corp | 177,495 | $17.6M | 0.02% | −2,590−1.4% | Reduced |
| Davidson Investment Advisors | 179,159 | $17.7M | 0.80% | +2,093+1.2% | Added |
| CIBC Asset Management Inc | 179,325 | $17.8M | 0.06% | +11,170+6.6% | Added |
| US Bancorp | 179,995 | $17.8M | 0.02% | −9,916−5.2% | Reduced |
| Creative Planning | 182,587 | $18.1M | 0.02% | +15,223+9.1% | Added |
| Treasurer of the State of North Carolina | 184,604 | $18.3M | 0.06% | +1,938+1.1% | Added |
| Kempen Capital Management N.V. | 186,896 | $18.5M | 0.18% | +88,194+89.4% | Added |
| AXA S.A. | 188,353 | $18.7M | 0.05% | −6,817−3.5% | Reduced |
| Engineers Gate Manager LP | 195,342 | $19.3M | 0.24% | +195,342 | New |
| Carnegie Capital Asset Management, LLC | 195,437 | $19.4M | 0.39% | +1,964+1.0% | Added |
| Royal London Asset Management Ltd | 197,799 | $19.6M | 0.04% | −31,400−13.7% | Reduced |
| TD Asset Management Inc | 198,630 | $19.7M | 0.02% | +6,192+3.2% | Added |
| Weiss Asset Management LP | 207,555 | $20.6M | 0.32% | +207,555 | New |
| Danske Bank A/S | 209,845 | $20.8M | 0.05% | −3,240−1.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 209,869 | $20.8M | 0.06% | +489+0.2% | Added |
| Manufacturers Life Insurance Company, The | 222,814 | $22.1M | 0.02% | −7,099−3.1% | Reduced |
| KLP Kapitalforvaltning AS | 225,342 | $22.3M | 0.10% | +1,100+0.5% | Added |
| LPL Financial LLC | 228,387 | $22.6M | 0.01% | −7,554−3.2% | Reduced |
| Handelsbanken Fonder AB | 230,142 | $22.8M | 0.08% | +4,851+2.2% | Added |
| State of Wisconsin Investment Board | 235,322 | $23.3M | 0.06% | +357+0.2% | Added |
| New York State Common Retirement Fund | 236,306 | $23.4M | 0.03% | −1,602−0.7% | Reduced |
| APG Asset Management N.V. | 278,387 | $23.5M | 0.07% | +8,404+3.1% | Added |
| Andra AP-fonden | 238,934 | $23.7M | 0.33% | +64,900+37.3% | Added |
| Swedbank AB | 243,842 | $24.1M | 0.03% | +243,842 | New |
| Raymond James Financial Inc | 254,207 | $25.2M | 0.01% | +6,043+2.4% | Added |
| Welch & Forbes LLC | 257,312 | $25.5M | 0.32% | −6,631−2.5% | Reduced |
| Quintet Private Bank (Europe) S.A. | 261,722 | $25.9M | 1.50% | −28,214−9.7% | Reduced |
| Bank of Montreal | 268,663 | $26.6M | 0.01% | −507,588−65.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 280,275 | $27.8M | 0.05% | −27,167−8.8% | Reduced |
| KBC Group NV | 280,587 | $27.8M | 0.08% | −5,041−1.8% | Reduced |
| UniSuper Management Pty Ltd | 284,900 | $28.2M | 0.19% | +14,270+5.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 284,942 | $28.2M | 0.07% | +40,296+16.5% | Added |
| New York State Teachers Retirement System | 288,947 | $28.6M | 0.06% | −260.0% | Reduced |
| Ameriprise Financial Inc | 301,778 | $29.9M | 0.01% | +53,868+21.7% | Added |
| HRT Financial LP | 306,471 | $30.3M | 0.13% | +24,767+8.8% | Added |
| Capital Fund Management S.A. | 328,703 | $32.5M | 0.36% | +127,860+63.7% | Added |
| Clean Energy Transition LLP | 329,007 | $32.6M | 3.19% | +329,007 | New |
| Standard Life Aberdeen plc | 333,464 | $33.0M | 0.06% | +13,614+4.3% | Added |
| Prudential Financial Inc | 336,080 | $33.3M | 0.04% | +120,316+55.8% | Added |
| American Century Companies Inc | 336,121 | $33.3M | 0.02% | −8,581−2.5% | Reduced |
| J. Safra Sarasin Holding AG | 339,390 | $33.6M | 0.58% | +8,079+2.4% | Added |
| Cerity Partners LLC | 341,824 | $33.8M | 0.06% | +8,455+2.5% | Added |
| Natixis Advisors, L.P. | 343,158 | $34.0M | 0.05% | +17,283+5.3% | Added |
| Los Angeles Capital Management LLC | 348,545 | $34.5M | 0.13% | −16,311−4.5% | Reduced |
| Candriam Luxembourg S.C.A. | 352,136 | $34.9M | 0.20% | −97,992−21.8% | Reduced |
| Korea Investment CORP | 353,915 | $35.0M | 0.08% | +56,636+19.1% | Added |
| National Bank of Canada | 357,543 | $35.4M | 0.04% | +23,288+7.0% | Added |
| Man Group plc | 379,625 | $37.6M | 0.08% | +226,660+148.2% | Added |
| Voya Investment Management LLC | 383,229 | $37.9M | 0.04% | −80,645−17.4% | Reduced |
| Tudor Investment Corp Et Al | 385,608 | $38.2M | 0.29% | +385,608 | New |
| The PNC Financial Services Group, Inc. | 393,319 | $38.9M | 0.03% | −19,047−4.6% | Reduced |
| Envestnet Asset Management Inc | 405,849 | $40.2M | 0.01% | −75,316−15.7% | Reduced |
| ExodusPoint Capital Management, LP | 406,134 | $40.2M | 0.49% | +406,134 | New |
| State Board of Administration of Florida Retirement System | 406,314 | $40.2M | 0.07% | −15,285−3.6% | Reduced |
| SEI Investments Co | 432,783 | $42.9M | 0.05% | +227,483+110.8% | Added |
| Jane Street Group, LLC | 434,865 | $43.1M | 0.07% | +307,659+241.9% | Added |
| Principal Financial Group Inc | 438,646 | $43.4M | 0.02% | −38,315−8.0% | Reduced |
| J. Stern & Co. LLP | 456,843 | $44.6M | 3.81% | +12,963+2.9% | Added |
| Storebrand Asset Management AS | 462,604 | $45.8M | 0.13% | +17,753+4.0% | Added |
| Railway Pension Investments Ltd | 470,100 | $46.5M | 0.66% | −55,900−10.6% | Reduced |
| BNP Paribas Arbitrage, SA | 497,641 | $49.3M | 0.04% | −56,086−10.1% | Reduced |
| First Trust Advisors LP | 500,533 | $49.6M | 0.04% | −31,688−6.0% | Reduced |
| Rathbone Brothers plc | 507,990 | $50.3M | 0.22% | −4,704−0.9% | Reduced |
| Renaissance Technologies LLC | 511,200 | $50.6M | 0.07% | +511,200 | New |
| Wells Fargo & Company | 529,229 | $52.4M | 0.01% | −12,475−2.3% | Reduced |
| Artisan Partners Limited Partnership | 542,581 | $53.7M | 0.08% | −6,738−1.2% | Reduced |
| Canada Pension Plan Investment Board | 555,395 | $55.0M | 0.05% | +84,614+18.0% | Added |
| Two Sigma Advisers, LP | 565,800 | $56.0M | 0.11% | +486,700+615.3% | Added |
| Great West Life Assurance Co | 566,748 | $56.2M | 0.09% | −52,649−8.5% | Reduced |
| Worldquant Millennium Advisors LLC | 602,115 | $59.6M | 0.30% | +602,115 | New |
| Neuberger Berman Group LLC | 609,036 | $60.2M | 0.05% | −597−0.1% | Reduced |
| National Pension Service | 617,567 | $61.2M | 0.05% | +4,632+0.8% | Added |
| California State Teachers Retirement System | 647,290 | $64.1M | 0.07% | +7,814+1.2% | Added |
| Squarepoint Ops LLC | 677,565 | $67.1M | 0.15% | +114,590+20.4% | Added |
| California Public Employees Retirement System | 679,906 | $67.3M | 0.04% | +43,124+6.8% | Added |
| Fisher Asset Management, LLC | 686,698 | $68.0M | 0.03% | −31,408−4.4% | Reduced |