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 |
|---|---|---|---|---|---|
| Quantbot Technologies LP | 97,047 | $9.61M | 0.25% | +97,047 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 96,797 | $9.58M | 0.05% | +6,118+6.7% | Added |
| Czech National Bank | 96,473 | $9.55M | 0.07% | +5,399+5.9% | Added |
| Clarkston Capital Partners, LLC | 95,197 | $9.43M | 0.20% | −1,471−1.5% | Reduced |
| Captrust Financial Advisors | 94,668 | $9.37M | 0.02% | +7,919+9.1% | Added |
| Ensign Peak Advisors, Inc | 94,646 | $9.37M | 0.02% | −60,436−39.0% | Reduced |
| First Eagle Investment Management, LLC | 94,015 | $9.31M | 0.02% | +17,602+23.0% | Added |
| Comerica Bank | 92,886 | $9.20M | 0.04% | −1,152−1.2% | Reduced |
| United Capital Financial Advisers, LLC | 92,881 | $9.20M | 0.07% | −960−1.0% | Reduced |
| Stifel Financial Corp | 89,508 | $8.86M | 0.01% | −1,115−1.2% | Reduced |
| Meyer Handelman Co | 88,376 | $8.75M | 0.29% | −14,369−14.0% | Reduced |
| Cloverfields Capital Group, LP | 85,802 | $8.50M | 2.52% | +3,040+3.7% | Added |
| Retirement Systems of Alabama | 84,690 | $8.39M | 0.03% | −518−0.6% | Reduced |
| Aquatic Capital Management LLC | 84,217 | $8.34M | 0.17% | +68,777+445.4% | Added |
| Natixis | 84,026 | $8.32M | 0.04% | +58,286+226.4% | Added |
| Mariner, LLC | 83,151 | $8.23M | 0.01% | +6,220+8.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 82,824 | $8.20M | 0.08% | +24,600+42.3% | Added |
| Anchor Capital Advisors LLC | 82,732 | $8.19M | 0.24% | −1,467−1.7% | Reduced |
| AdvisorShares Investments LLC | 81,956 | $8.12M | 1.46% | +1,289+1.6% | Added |
| ProShare Advisors LLC | 81,633 | $8.08M | 0.02% | +6,031+8.0% | Added |
| Varma Mutual Pension Insurance Co | 80,942 | $8.01M | 0.06% | +3,400+4.4% | Added |
| Pictet & Cie (Europe) SA | 78,242 | $7.75M | 0.17% | +9,183+13.3% | Added |
| HM Payson & Co | 77,736 | $7.70M | 0.12% | −29,331−27.4% | Reduced |
| Verition Fund Management LLC | 77,360 | $7.66M | 0.04% | +22,276+40.4% | Added |
| Amalgamated Bank | 77,307 | $7.66M | 0.06% | −2,121−2.7% | Reduced |
| Windward Capital Management Co | 76,686 | $7.59M | 0.64% | −641−0.8% | Reduced |
| IFM Investors Pty Ltd | 76,181 | $7.54M | 0.07% | +893+1.2% | Added |
| Peapack Gladstone Financial Corp | 74,668 | $7.39M | 0.10% | +865+1.2% | Added |
| Lincoln Capital LLC | 73,689 | $7.30M | 1.40% | +353+0.5% | Added |
| Artemis Investment Management LLP | 71,691 | $7.10M | 0.09% | −5,850−7.5% | Reduced |
| Antipodes Partners Ltd | 71,502 | $7.08M | 0.22% | +148+0.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 70,871 | $7.02M | 0.17% | +49,468+231.1% | Added |
| Daiwa Securities Group Inc. | 70,624 | $6.99M | 0.03% | +14,151+25.1% | Added |
| Modera Wealth Management, LLC | 70,487 | $6.98M | 0.09% | +4,824+7.3% | Added |
| Federated Hermes, Inc. | 68,797 | $6.81M | 0.01% | −53,626−43.8% | Reduced |
| Xponance, Inc. | 67,925 | $6.73M | 0.06% | +8,988+15.3% | Added |
| Calamos Advisors LLC | 67,250 | $6.66M | 0.03% | 00.0% | Unchanged |
| Delta Asset Management LLC | 67,230 | $6.66M | 0.58% | −1,015−1.5% | Reduced |
| Amica Mutual Insurance Co | 66,982 | $6.63M | 0.64% | 00.0% | Unchanged |
| Utah Retirement Systems | 65,552 | $6.49M | 0.07% | −600−0.9% | Reduced |
| Susquehanna International Group, LLP | 65,122 | $6.45M | 0.01% | +30,725+89.3% | Added |
| Holocene Advisors, LP | 64,988 | $6.44M | 0.02% | −187,649−74.3% | Reduced |
| Achmea Investment Management B.V. | 64,991 | $6.43M | 0.08% | −4,177−6.0% | Reduced |
| Pinnacle Financial Partners Inc | 64,771 | $6.41M | 0.13% | −214−0.3% | Reduced |
| Nordea Investment Management AB | 64,207 | $6.29M | 0.01% | +2,294+3.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 62,632 | $6.20M | 0.02% | −12,504−16.6% | Reduced |
| British Columbia Investment Management Corp | 62,249 | $6.16M | 0.04% | −14,144−18.5% | Reduced |
| Commerce Bank | 61,777 | $6.12M | 0.04% | −1,258−2.0% | Reduced |
| MAI Capital Management | 61,558 | $6.10M | 0.04% | −61,004−49.8% | Reduced |
| MML Investors Services, LLC | 61,146 | $6.05M | 0.02% | −6,282−9.3% | Reduced |
| Yousif Capital Management, LLC | 60,013 | $5.94M | 0.06% | −728−1.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 59,979 | $5.94M | 0.06% | +1,726+3.0% | Added |
| Freestone Grove Partners LP | 59,324 | $5.87M | 0.04% | +59,324 | New |
| Interval Partners, LP | 59,186 | $5.86M | 0.13% | +59,186 | New |
| New York Life Investment Management LLC | 59,019 | $5.84M | 0.05% | +429+0.7% | Added |
| Keybank National Association | 58,150 | $5.76M | 0.02% | −1,077−1.8% | Reduced |
| Atlantic Union Bankshares Corp | 58,088 | $5.75M | 0.13% | +18,881+48.2% | Added |
| BTC Capital Management, Inc. | 58,158 | $5.75M | 0.47% | +367+0.6% | Added |
| BNP Paribas | 58,127 | $5.68M | 0.18% | −1,535−2.6% | Reduced |
| Foyston, Gordon, & Payne Inc | 56,826 | $5.63M | 1.28% | +472+0.8% | Added |
| Van Eck Associates Corp | 56,751 | $5.62M | 0.01% | +870+1.6% | Added |
| Sheets Smith Wealth Management | 56,162 | $5.56M | 0.65% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 55,733 | $5.52M | 0.04% | +920+1.7% | Added |
| Caisse des Depots Et Consignations | 55,325 | $5.48M | 0.23% | +12,380+28.8% | Added |
| Graybill Bartz & Assoc Ltd | 55,011 | $5.45M | 1.78% | +1,179+2.2% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 54,308 | $5.38M | 0.32% | −3,625−6.3% | Reduced |
| Qsemble Capital Management, LP | 53,703 | $5.32M | 0.51% | +38,961+264.3% | Added |
| Bradley Foster & Sargent Inc | 53,230 | $5.27M | 0.08% | −10,276−16.2% | Reduced |
| Advisor Group Holdings, Inc. | 52,639 | $5.22M | 0.01% | +4,497+9.3% | Added |
| Elo Mutual Pension Insurance Co | 52,586 | $5.21M | 0.11% | +2,549+5.1% | Added |
| Nebula Research & Development LLC | 52,423 | $5.19M | 0.44% | +37,334+247.4% | Added |
| O'Shaughnessy Asset Management, LLC | 52,064 | $5.16M | 0.04% | −5,198−9.1% | Reduced |
| Groupe la Francaise | 51,666 | $5.09M | 0.08% | +8,248+19.0% | Added |
| Ethic Inc. | 51,857 | $5.06M | 0.09% | −16,545−24.2% | Reduced |
| Public Employees Retirement Association of Colorado | 50,814 | $5.03M | 0.02% | −219−0.4% | Reduced |
| Gateway Investment Advisers LLC | 50,670 | $5.02M | 0.05% | −20.0% | Reduced |
| Financial Advisors Network, Inc. | 50,386 | $4.99M | 0.75% | +2,478+5.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 50,066 | $4.96M | 0.04% | +5,200+11.6% | Added |
| CIBC World Markets Corp | 49,703 | $4.92M | 0.03% | +1,740+3.6% | Added |
| William Allan, LLC | 49,443 | $4.90M | 2.85% | +225+0.5% | Added |
| Ipswich Investment Management Co., Inc. | 49,286 | $4.88M | 1.18% | −165−0.3% | Reduced |
| Nissay Asset Management Corp | 49,286 | $4.88M | 0.03% | +741+1.5% | Added |
| Aviso Financial Inc. | 49,257 | $4.88M | 0.22% | +613+1.3% | Added |
| EFG Asset Management (Americas) Corp. | 48,837 | $4.84M | 0.89% | +4,432+10.0% | Added |
| Pathstone Holdings, LLC | 48,681 | $4.82M | 0.02% | −30,377−38.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 48,624 | $4.81M | 0.02% | −17,777−26.8% | Reduced |
| Voleon Capital Management LP | 48,580 | $4.81M | 0.26% | +34,919+255.6% | Added |
| Lifeworks Advisors, LLC | 48,449 | $4.80M | 0.72% | −7,666−13.7% | Reduced |
| Janus Henderson Group PLC | 48,412 | $4.79M | 0.00% | −2,246−4.4% | Reduced |
| Cohen Capital Management, Inc. | 47,996 | $4.75M | 0.77% | 00.0% | Unchanged |
| Prudential PLC | 47,887 | $4.74M | 0.03% | +40,778+573.6% | Added |
| Kanawha Capital Management LLC | 47,780 | $4.73M | 0.35% | −1,909−3.8% | Reduced |
| Janney Montgomery Scott LLC | 47,319 | $4.69M | 0.01% | −6,188−11.6% | Reduced |
| Aigen Investment Management, LP | 46,150 | $4.57M | 0.63% | +46,150 | New |
| JustInvest LLC | 45,528 | $4.52M | 0.05% | +902+2.0% | Added |
| Bank of Nova Scotia | 45,302 | $4.49M | 0.01% | +710+1.6% | Added |
| Brinker Capital Investments, LLC | 45,280 | $4.48M | 0.04% | +1,232+2.8% | Added |
| Mutual of America Capital Management LLC | 45,272 | $4.48M | 0.05% | −849−1.8% | Reduced |
| Truist Financial Corp | 45,250 | $4.48M | 0.01% | −3,112−6.4% | Reduced |
| Pacer Advisors, Inc. | 45,012 | $4.46M | 0.01% | −1,218−2.6% | Reduced |