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 |
|---|---|---|---|---|---|
| Korea Investment CORP | 353,915 | $35.0M | 0.08% | +56,636+19.1% | Added |
| Candriam Luxembourg S.C.A. | 352,136 | $34.9M | 0.20% | −97,992−21.8% | Reduced |
| Los Angeles Capital Management LLC | 348,545 | $34.5M | 0.13% | −16,311−4.5% | Reduced |
| Natixis Advisors, L.P. | 343,158 | $34.0M | 0.05% | +17,283+5.3% | Added |
| Cerity Partners LLC | 341,824 | $33.8M | 0.06% | +8,455+2.5% | Added |
| J. Safra Sarasin Holding AG | 339,390 | $33.6M | 0.58% | +8,079+2.4% | Added |
| American Century Companies Inc | 336,121 | $33.3M | 0.02% | −8,581−2.5% | Reduced |
| Prudential Financial Inc | 336,080 | $33.3M | 0.04% | +120,316+55.8% | Added |
| Standard Life Aberdeen plc | 333,464 | $33.0M | 0.06% | +13,614+4.3% | Added |
| Clean Energy Transition LLP | 329,007 | $32.6M | 3.19% | +329,007 | New |
| Capital Fund Management S.A. | 328,703 | $32.5M | 0.36% | +127,860+63.7% | Added |
| HRT Financial LP | 306,471 | $30.3M | 0.13% | +24,767+8.8% | Added |
| Ameriprise Financial Inc | 301,778 | $29.9M | 0.01% | +53,868+21.7% | Added |
| New York State Teachers Retirement System | 288,947 | $28.6M | 0.06% | −260.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 284,942 | $28.2M | 0.07% | +40,296+16.5% | Added |
| UniSuper Management Pty Ltd | 284,900 | $28.2M | 0.19% | +14,270+5.3% | Added |
| KBC Group NV | 280,587 | $27.8M | 0.08% | −5,041−1.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 280,275 | $27.8M | 0.05% | −27,167−8.8% | Reduced |
| Bank of Montreal | 268,663 | $26.6M | 0.01% | −507,588−65.4% | Reduced |
| Quintet Private Bank (Europe) S.A. | 261,722 | $25.9M | 1.50% | −28,214−9.7% | Reduced |
| Welch & Forbes LLC | 257,312 | $25.5M | 0.32% | −6,631−2.5% | Reduced |
| Raymond James Financial Inc | 254,207 | $25.2M | 0.01% | +6,043+2.4% | Added |
| Swedbank AB | 243,842 | $24.1M | 0.03% | +243,842 | New |
| Andra AP-fonden | 238,934 | $23.7M | 0.33% | +64,900+37.3% | Added |
| APG Asset Management N.V. | 278,387 | $23.5M | 0.07% | +8,404+3.1% | Added |
| New York State Common Retirement Fund | 236,306 | $23.4M | 0.03% | −1,602−0.7% | Reduced |
| State of Wisconsin Investment Board | 235,322 | $23.3M | 0.06% | +357+0.2% | Added |
| Handelsbanken Fonder AB | 230,142 | $22.8M | 0.08% | +4,851+2.2% | Added |
| LPL Financial LLC | 228,387 | $22.6M | 0.01% | −7,554−3.2% | Reduced |
| KLP Kapitalforvaltning AS | 225,342 | $22.3M | 0.10% | +1,100+0.5% | Added |
| Manufacturers Life Insurance Company, The | 222,814 | $22.1M | 0.02% | −7,099−3.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 209,869 | $20.8M | 0.06% | +489+0.2% | Added |
| Danske Bank A/S | 209,845 | $20.8M | 0.05% | −3,240−1.5% | Reduced |
| Weiss Asset Management LP | 207,555 | $20.6M | 0.32% | +207,555 | New |
| TD Asset Management Inc | 198,630 | $19.7M | 0.02% | +6,192+3.2% | Added |
| Royal London Asset Management Ltd | 197,799 | $19.6M | 0.04% | −31,400−13.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 195,437 | $19.4M | 0.39% | +1,964+1.0% | Added |
| Engineers Gate Manager LP | 195,342 | $19.3M | 0.24% | +195,342 | New |
| AXA S.A. | 188,353 | $18.7M | 0.05% | −6,817−3.5% | Reduced |
| Kempen Capital Management N.V. | 186,896 | $18.5M | 0.18% | +88,194+89.4% | Added |
| Treasurer of the State of North Carolina | 184,604 | $18.3M | 0.06% | +1,938+1.1% | Added |
| Creative Planning | 182,587 | $18.1M | 0.02% | +15,223+9.1% | Added |
| US Bancorp | 179,995 | $17.8M | 0.02% | −9,916−5.2% | Reduced |
| CIBC Asset Management Inc | 179,325 | $17.8M | 0.06% | +11,170+6.6% | Added |
| Davidson Investment Advisors | 179,159 | $17.7M | 0.80% | +2,093+1.2% | Added |
| Mackenzie Financial Corp | 177,495 | $17.6M | 0.02% | −2,590−1.4% | Reduced |
| Quantinno Capital Management LP | 174,567 | $17.3M | 0.07% | −15,847−8.3% | Reduced |
| Banque Pictet & Cie SA | 173,344 | $17.2M | 0.18% | −41,194−19.2% | Reduced |
| Jump Financial, LLC | 167,311 | $16.6M | 0.20% | +165,328+8,337.3% | Added |
| CI Private Wealth, LLC | 166,758 | $16.5M | 0.02% | −11,567−6.5% | Reduced |
| Comgest Global Investors S.A.S. | 166,709 | $16.5M | 0.28% | −10,764−6.1% | Reduced |
| Toronto Dominion Bank | 165,879 | $16.4M | 0.04% | +20,836+14.4% | Added |
| Equitable Trust Co | 165,134 | $16.4M | 0.81% | −17,648−9.7% | Reduced |
| Asset Management One Co.,Ltd. | 164,439 | $16.3M | 0.05% | +4,007+2.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 163,870 | $16.2M | 0.04% | −345,262−67.8% | Reduced |
| M&T Bank Corp | 157,575 | $15.6M | 0.05% | −22,655−12.6% | Reduced |
| DekaBank Deutsche Girozentrale | 158,568 | $15.5M | 0.03% | −4,158−2.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 155,634 | $15.4M | 1.63% | +237+0.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 149,639 | $14.8M | 0.04% | +9,963+7.1% | Added |
| Mn Services Vermogensbeheer B.V. | 148,100 | $14.7M | 0.10% | 00.0% | Unchanged |
| DnB Asset Management AS | 146,987 | $14.6M | 0.06% | −8,474−5.5% | Reduced |
| Commonwealth Equity Services, LLC | 145,071 | $14.4M | 0.02% | −6,191−4.1% | Reduced |
| State of Tennessee, Treasury Department | 144,143 | $14.3M | 0.05% | +94,140+188.3% | Added |
| AdviceOne Advisory Services, LLC | 143,049 | $14.2M | 10.45% | +927+0.7% | Added |
| Illinois Municipal Retirement Fund | 141,893 | $14.1M | 0.19% | −45,564−24.3% | Reduced |
| Resona Asset Management Co.,Ltd. | 141,534 | $14.0M | 0.07% | +17,701+14.3% | Added |
| Trexquant Investment LP | 139,334 | $13.8M | 0.16% | +133,999+2,511.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 137,600 | $13.7M | 0.02% | +105,956+334.8% | Added |
| Federation des caisses Desjardins du Quebec | 135,937 | $13.5M | 0.06% | +9,646+7.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 135,430 | $13.4M | 0.06% | −2,061−1.5% | Reduced |
| Erste Asset Management GmbH | 134,013 | $13.1M | 0.11% | +46,384+52.9% | Added |
| Rockefeller Capital Management L.P. | 131,567 | $13.0M | 0.03% | +92,770+239.1% | Added |
| Factory Mutual Insurance Co | 130,800 | $13.0M | 0.14% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 130,600 | $12.9M | 0.09% | −500−0.4% | Reduced |
| Nomura Asset Management Co Ltd | 130,360 | $12.9M | 0.04% | −32,819−20.1% | Reduced |
| Brown Advisory Inc | 129,942 | $12.9M | 0.02% | −7,894−5.7% | Reduced |
| State of New Jersey Common Pension Fund D | 128,861 | $12.8M | 0.05% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 128,220 | $12.7M | 1.00% | +423+0.3% | Added |
| Teacher Retirement System of Texas | 125,577 | $12.4M | 0.05% | +11,524+10.1% | Added |
| Public Employees Retirement System of Ohio | 125,465 | $12.4M | 0.04% | −1,996−1.6% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 123,376 | $12.2M | 0.07% | −8,353−6.3% | Reduced |
| Pinebridge Investments, L.P. | 120,676 | $11.9M | 0.10% | +96,578+400.8% | Added |
| Nisa Investment Advisors, LLC | 120,306 | $11.9M | 0.05% | +3,619+3.1% | Added |
| Gotham Asset Management, LLC | 117,687 | $11.7M | 0.07% | −19,759−14.4% | Reduced |
| Baldwin Brothers Inc | 117,312 | $11.6M | 0.79% | +117,312 | New |
| Arizona State Retirement System | 115,659 | $11.5M | 0.07% | −1,571−1.3% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $11.3M | 0.10% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 112,113 | $11.1M | 0.02% | +80,000+249.1% | Added |
| Allied Investment Advisors, LLC | 111,991 | $11.1M | 1.94% | +2,661+2.4% | Added |
| Impax Asset Management Group plc | 110,021 | $10.9M | 0.06% | +13,194+13.6% | Added |
| Coerente Capital Management | 108,979 | $10.8M | 1.98% | +108,979 | New |
| Bahl & Gaynor Inc | 108,727 | $10.8M | 0.05% | −15,645−12.6% | Reduced |
| State of Michigan Retirement System | 107,307 | $10.6M | 0.06% | −300−0.3% | Reduced |
| Allianz Asset Management GmbH | 106,713 | $10.6M | 0.01% | −17,256−13.9% | Reduced |
| Connecticut Wealth Management, LLC | 105,038 | $10.4M | 0.50% | +101+0.1% | Added |
| Twinbeech Capital LP | 102,683 | $10.2M | 0.23% | +102,683 | New |
| Pictet North America Advisors SA | 100,822 | $9.98M | 1.00% | −3,342−3.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 100,691 | $9.97M | 0.02% | −11,592−10.3% | Reduced |
| MetLife Investment Management | 100,570 | $9.96M | 0.06% | −2,463−2.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 98,735 | $9.78M | 0.03% | +27,649+38.9% | Added |