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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 690,901 | $68.4M | 0.04% | −55,338−7.4% | Reduced |
| Assenagon Asset Management S.A. | 713,614 | $70.7M | 0.11% | +274,718+62.6% | Added |
| Barclays PLC | 744,459 | $73.7M | 0.03% | −150,922−16.9% | Reduced |
| Gates Capital Management, Inc. | 761,748 | $75.4M | 2.28% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 779,305 | $77.2M | 0.28% | −84,598−9.8% | Reduced |
| Citigroup Inc | 781,402 | $77.4M | 0.05% | +340,299+77.1% | Added |
| HighTower Advisors, LLC | 799,605 | $79.2M | 0.10% | −4,505−0.6% | Reduced |
| Rhumbline Advisers | 815,506 | $80.8M | 0.07% | +43,964+5.7% | Added |
| Victory Capital Management Inc | 842,309 | $83.4M | 0.05% | +676+0.1% | Added |
| Lazard Freres Gestion S.A.S. | 913,753 | $90.5M | 1.89% | +133,473+17.1% | Added |
| Pictet Asset Management Holding SA | 929,278 | $92.0M | 0.09% | −121,721−11.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 936,593 | $92.7M | 0.06% | +10,053+1.1% | Added |
| Nuveen, LLC | 972,787 | $96.3M | 0.03% | +81,420+9.1% | Added |
| Arrowstreet Capital, Limited Partnership | 1,005,980 | $99.6M | 0.07% | +525,975+109.6% | Added |
| Two Sigma Investments, LP | 1,053,095 | $104.3M | 0.19% | +842,570+400.2% | Added |
| Millennium Management LLC | 1,074,802 | $106.4M | 0.10% | +877,217+444.0% | Added |
| Fayez Sarofim & Co | 1,112,571 | $110.2M | 0.26% | −742−0.1% | Reduced |
| AQR Capital Management LLC | 1,150,451 | $112.6M | 0.09% | +889,581+341.0% | Added |
| Aviva PLC | 1,140,823 | $113.0M | 0.23% | +37,829+3.4% | Added |
| Macquarie Group Ltd | 1,146,965 | $113.6M | 0.14% | +88,692+8.4% | Added |
| Qube Research & Technologies Ltd | 1,154,504 | $114.3M | 0.16% | +1,154,504 | New |
| Swiss National Bank | 1,197,643 | $118.6M | 0.07% | +71,100+6.3% | Added |
| Clearbridge Investments, LLC | 1,288,864 | $127.6M | 0.10% | −33,049−2.5% | Reduced |
| Royal Bank of Canada | 1,292,801 | $128.0M | 0.02% | +634,526+96.4% | Added |
| Citadel Advisors LLC | 1,337,824 | $132.5M | 0.11% | +298,178+28.7% | Added |
| Price T Rowe Associates Inc | 1,356,370 | $134.3M | 0.02% | −98,280−6.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,417,671 | $140.4M | 0.55% | +85,985+6.5% | Added |
| Canoe Financial LP | 1,471,094 | $145.7M | 2.08% | −32,275−2.1% | Reduced |
| Brown Brothers Harriman & Co | 1,481,384 | $146.7M | 0.94% | +393,110+36.1% | Added |
| Russell Investments Group, Ltd. | 1,573,337 | $155.6M | 0.20% | +210,416+15.4% | Added |
| Amundi | 1,663,345 | $166.0M | 0.06% | +474,082+39.9% | Added |
| Fundsmith Investment Services Ltd. | 1,693,358 | $167.7M | 2.27% | −31,968−1.9% | Reduced |
| UBS Group AG | 1,702,315 | $168.6M | 0.04% | −792,256−31.8% | Reduced |
| USS Investment Management Ltd | 1,830,268 | $181.2M | 1.14% | −443,336−19.5% | Reduced |
| CIBC Private Wealth Group, LLC | 1,876,606 | $185.8M | 0.33% | −11,114−0.6% | Reduced |
| Guinness Asset Management LTD | 1,925,000 | $190.5M | 3.41% | +28,083+1.5% | Added |
| Dimensional Fund Advisors LP | 1,935,201 | $191.6M | 0.04% | −5,248−0.3% | Reduced |
| D. E. Shaw & Co., Inc. | 2,021,880 | $200.2M | 0.20% | +1,941,378+2,411.6% | Added |
| London Co of Virginia | 2,068,624 | $204.8M | 1.16% | −84,423−3.9% | Reduced |
| Deutsche Bank AG | 2,096,497 | $207.6M | 0.08% | +525,157+33.4% | Added |
| Goldman Sachs Group Inc | 2,250,144 | $222.8M | 0.04% | +332,021+17.3% | Added |
| Primecap Management Co | 2,314,361 | $229.2M | 0.18% | +511,230+28.4% | Added |
| Charles Schwab Investment Management Inc | 2,366,894 | $234.4M | 0.04% | +33,086+1.4% | Added |
| Schroder Investment Management Group | 2,393,032 | $237.0M | 0.20% | +100,193+4.4% | Added |
| FMR LLC | 2,764,935 | $273.8M | 0.02% | −836,466−23.2% | Reduced |
| Bank of New York Mellon Corp | 2,797,485 | $277.0M | 0.05% | −155,532−5.3% | Reduced |
| Legal & General Group Plc | 2,805,335 | $277.8M | 0.07% | +58,165+2.1% | Added |
| Capital Research Global Investors | 2,810,148 | $278.3M | 0.06% | +16,917+0.6% | Added |
| Marshall Wace, LLP | 2,844,524 | $281.7M | 0.33% | +2,791,765+5,291.5% | Added |
| Bank of America Corp | 2,971,913 | $294.3M | 0.02% | +2,322+0.1% | Added |
| Wellington Management Group LLP | 3,061,001 | $303.1M | 0.06% | −673,342−18.0% | Reduced |
| Sarasin & Partners LLP | 3,581,396 | $354.6M | 3.53% | −60,804−1.7% | Reduced |
| UBS Asset Management Americas Inc | 3,631,934 | $359.6M | 0.07% | +88,806+2.5% | Added |
| BLS Capital Fondsmaeglerselskab A/S | 3,663,016 | $362.7M | 11.69% | −255,664−6.5% | Reduced |
| Northern Trust Corp | 4,392,912 | $435.0M | 0.06% | −191,935−4.2% | Reduced |
| Invesco Ltd. | 4,529,221 | $448.5M | 0.08% | +290,621+6.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,632,335 | $458.7M | 0.37% | +494,259+11.9% | Added |
| StonePine Asset Management Inc. | 4,639,065 | $459.4M | 2.97% | +543,933+13.3% | Added |
| Fiera Capital Corp | 5,339,028 | $528.7M | 1.79% | −55,271−1.0% | Reduced |
| Fundsmith LLPSuperinvestorFundsmith | 5,819,151 | $576.2M | 2.50% | −47,586−0.8% | Reduced |
| Massachusetts Financial Services Co | 6,910,275 | $684.3M | 0.22% | −258,058−3.6% | Reduced |
| Franklin Resources Inc | 7,097,379 | $702.8M | 0.19% | −698,420−9.0% | Reduced |
| Norges Bank | 7,287,555 | $721.6M | 0.09% | +144,018+2.0% | Added |
| Geode Capital Management, LLC | 10,673,127 | $1.06B | 0.07% | +129,458+1.2% | Added |
| Morgan Stanley | 13,477,240 | $1.33B | 0.09% | +583,875+4.5% | Added |
| State Street Corp | 16,039,583 | $1.59B | 0.06% | +26,136+0.2% | Added |
| Alliancebernstein L.P. | 19,378,760 | $1.92B | 0.63% | +603,860+3.2% | Added |
| JPMorgan Chase & Co | 22,114,586 | $2.19B | 0.15% | −15,805,439−41.7% | Reduced |
| BlackRock, Inc. | 32,547,626 | $3.22B | 0.06% | +770,658+2.4% | Added |
| Vanguard Group Inc | 48,587,153 | $4.81B | 0.08% | +1,991,860+4.3% | Added |
| Border to Coast Pensions Partnership Ltd | 0 | $0 | 0.00% | −262,972−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −177,812−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −91,125−100.0% | Sold out |
| Schwartz Investment Counsel Inc | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Osborne Partners Capital Management, LLC | 0 | $0 | 0.00% | −75,087−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −66,646−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −63,507−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −57,371−100.0% | Sold out |
| Sawgrass Asset Management LLC | 0 | $0 | 0.00% | −52,502−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −24,159−100.0% | Sold out |
| Generali Asset Management SPA SGR | 0 | $0 | 0.00% | −17,809−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −15,350−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −13,700−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −12,516−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −10,019−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −8,519−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −8,298−100.0% | Sold out |
| Amussen Hunsaker Associates LLC | 0 | $0 | 0.00% | −6,728−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −6,435−100.0% | Sold out |
| Baldwin Investment Management, LLC | 0 | $0 | 0.00% | −5,917−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −5,807−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −5,807−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −5,680−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −5,280−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −4,718−100.0% | Sold out |
| Mirova | 0 | $0 | 0.00% | −4,324−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −4,295−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −3,564−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −3,297−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −2,824−100.0% | Sold out |