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, Q3 2025
Institutional positions in Otis Worldwide Corp as of Sep 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
- 1,253
- 0 vs. Q2 2025
- Shares held
- 339.9M
- −4.73M (−1.4%) vs. Q2 2025
- Total value
- $31.1B
- −$3.03B (−8.9%) vs. Q2 2025
- New holders
- 120
- 370 more added
- Sold out
- 120
- 505 more reduced
17 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 48,626,798 | $4.45B | 0.07% | +39,645+0.1% | Added |
| BlackRock, Inc. | 32,110,777 | $2.94B | 0.05% | −436,849−1.3% | Reduced |
| Alliancebernstein L.P. | 16,938,037 | $1.55B | 0.49% | −2,440,723−12.6% | Reduced |
| State Street Corp | 16,006,990 | $1.46B | 0.05% | −32,593−0.2% | Reduced |
| Morgan Stanley | 13,078,837 | $1.20B | 0.07% | −398,403−3.0% | Reduced |
| Geode Capital Management, LLC | 10,758,589 | $985.5M | 0.06% | +85,462+0.8% | Added |
| JPMorgan Chase & Co | 7,521,111 | $687.7M | 0.04% | −14,593,475−66.0% | Reduced |
| Franklin Resources Inc | 7,419,634 | $678.4M | 0.17% | +322,255+4.5% | Added |
| Massachusetts Financial Services Co | 7,092,014 | $648.4M | 0.20% | +181,739+2.6% | Added |
| Fundsmith LLPSuperinvestorFundsmith | 5,819,151 | $532.0M | 2.69% | 00.0% | Unchanged |
| Fiera Capital Corp | 5,144,223 | $470.3M | 1.52% | −194,805−3.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,778,152 | $436.9M | 0.31% | +145,817+3.1% | Added |
| StonePine Asset Management Inc. | 4,516,521 | $412.9M | 2.57% | −122,544−2.6% | Reduced |
| BLS Capital Fondsmaeglerselskab A/S | 4,452,625 | $407.1M | 14.01% | +789,609+21.6% | Added |
| Northern Trust Corp | 4,290,651 | $392.3M | 0.05% | −102,261−2.3% | Reduced |
| Invesco Ltd. | 4,010,945 | $366.7M | 0.06% | −518,276−11.4% | Reduced |
| D. E. Shaw & Co., Inc. | 3,658,298 | $334.5M | 0.27% | +1,636,418+80.9% | Added |
| Sarasin & Partners LLP | 3,610,804 | $329.6M | 3.23% | +29,408+0.8% | Added |
| Wellington Management Group LLP | 3,529,185 | $322.7M | 0.06% | +468,184+15.3% | Added |
| UBS Asset Management Americas Inc | 3,258,341 | $297.9M | 0.06% | −373,593−10.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,108,654 | $284.2M | 0.17% | +3,092,166+18,754.0% | Added |
| Marshall Wace, LLP | 3,068,281 | $280.5M | 0.31% | +223,757+7.9% | Added |
| Bank of New York Mellon Corp | 3,000,452 | $274.3M | 0.05% | +202,967+7.3% | Added |
| Bank of America Corp | 2,996,214 | $273.9M | 0.02% | +24,301+0.8% | Added |
| Legal & General Group Plc | 2,903,219 | $265.4M | 0.06% | +97,884+3.5% | Added |
| CIBC Private Wealth Group, LLC | 2,890,482 | $264.3M | 0.45% | +1,013,876+54.0% | Added |
| Capital Research Global Investors | 2,825,737 | $258.4M | 0.05% | +15,589+0.6% | Added |
| AQR Capital Management LLC | 2,596,355 | $236.9M | 0.15% | +1,445,904+125.7% | Added |
| Canoe Financial LP | 2,411,956 | $220.5M | 3.15% | +940,862+64.0% | Added |
| Primecap Management Co | 2,374,621 | $217.1M | 0.17% | +60,260+2.6% | Added |
| Charles Schwab Investment Management Inc | 2,364,469 | $216.2M | 0.03% | −2,425−0.1% | Reduced |
| Schroder Investment Management Group | 2,358,202 | $215.6M | 0.17% | −34,830−1.5% | Reduced |
| FMR LLC | 2,045,962 | $187.1M | 0.01% | −718,973−26.0% | Reduced |
| Squarepoint Ops LLC | 2,030,095 | $185.6M | 0.39% | +1,352,530+199.6% | Added |
| Van Eck Associates Corp | 2,022,770 | $184.9M | 0.17% | +1,966,019+3,464.3% | Added |
| UBS Group AG | 1,986,904 | $181.7M | 0.04% | +284,589+16.7% | Added |
| London Co of Virginia | 1,970,850 | $180.2M | 0.99% | −97,774−4.7% | Reduced |
| Goldman Sachs Group Inc | 1,928,819 | $176.4M | 0.03% | −321,325−14.3% | Reduced |
| Guinness Asset Management LTD | 1,912,155 | $174.6M | 2.78% | −12,845−0.7% | Reduced |
| Dimensional Fund Advisors LP | 1,874,633 | $171.4M | 0.04% | −60,568−3.1% | Reduced |
| Brown Brothers Harriman & Co | 1,702,585 | $155.7M | 0.95% | +221,201+14.9% | Added |
| Russell Investments Group, Ltd. | 1,673,366 | $153.0M | 0.17% | +100,029+6.4% | Added |
| Fundsmith Investment Services Ltd. | 1,644,103 | $150.3M | 2.34% | −49,255−2.9% | Reduced |
| Amundi | 1,642,301 | $149.2M | 0.05% | −21,044−1.3% | Reduced |
| Deutsche Bank AG | 1,559,496 | $142.6M | 0.05% | −537,001−25.6% | Reduced |
| USS Investment Management Ltd | 1,545,461 | $141.3M | 0.68% | −284,807−15.6% | Reduced |
| Macquarie Group Ltd | 1,265,823 | $115.7M | 0.14% | +118,858+10.4% | Added |
| Jacobs Levy Equity Management, Inc | 1,232,730 | $112.7M | 0.45% | −184,941−13.0% | Reduced |
| Voloridge Investment Management, LLC | 1,183,277 | $108.2M | 0.36% | +403,972+51.8% | Added |
| Clearbridge Investments, LLC | 1,150,459 | $105.2M | 0.08% | −138,405−10.7% | Reduced |
| Swiss National Bank | 1,137,743 | $104.0M | 0.06% | −59,900−5.0% | Reduced |
| Citadel Advisors LLC | 1,123,109 | $102.7M | 0.08% | −214,715−16.0% | Reduced |
| Gates Capital Management, Inc. | 1,113,835 | $101.8M | 3.15% | +352,087+46.2% | Added |
| Fayez Sarofim & Co | 1,103,118 | $100.9M | 0.23% | −9,453−0.8% | Reduced |
| Independent Franchise Partners LLP | 1,098,496 | $100.4M | 0.66% | +1,098,496 | New |
| Lazard Freres Gestion S.A.S. | 1,073,844 | $98.2M | 1.87% | +160,091+17.5% | Added |
| Barclays PLC | 1,057,589 | $96.7M | 0.04% | +313,130+42.1% | Added |
| Royal Bank of Canada | 976,889 | $89.3M | 0.02% | −315,912−24.4% | Reduced |
| Nuveen, LLC | 944,675 | $86.4M | 0.02% | −28,112−2.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 913,750 | $83.5M | 0.05% | −22,843−2.4% | Reduced |
| Pictet Asset Management Holding SA | 902,784 | $82.5M | 0.08% | −26,494−2.9% | Reduced |
| Two Sigma Investments, LP | 830,587 | $75.9M | 0.12% | −222,508−21.1% | Reduced |
| Victory Capital Management Inc | 829,779 | $75.9M | 0.05% | −12,530−1.5% | Reduced |
| Rhumbline Advisers | 814,594 | $74.5M | 0.06% | −912−0.1% | Reduced |
| Scharf Investments, LLC | 800,601 | $73.2M | 1.84% | +800,601 | New |
| Cartenna Capital, LP | 775,000 | $70.9M | 3.70% | +775,000 | New |
| Canada Pension Plan Investment Board | 751,033 | $68.7M | 0.05% | +195,638+35.2% | Added |
| HighTower Advisors, LLC | 743,709 | $68.0M | 0.08% | −55,896−7.0% | Reduced |
| Man Group plc | 705,324 | $64.5M | 0.12% | +325,699+85.8% | Added |
| HSBC Holdings PLC | 705,067 | $64.5M | 0.04% | +14,166+2.1% | Added |
| Citigroup Inc | 703,606 | $64.3M | 0.04% | −77,796−10.0% | Reduced |
| California Public Employees Retirement System | 700,269 | $64.0M | 0.04% | +20,363+3.0% | Added |
| Clean Energy Transition LLP | 669,669 | $61.2M | 5.39% | +340,662+103.5% | Added |
| California State Teachers Retirement System | 667,540 | $61.0M | 0.06% | +20,250+3.1% | Added |
| Fisher Asset Management, LLC | 648,867 | $59.3M | 0.02% | −37,831−5.5% | Reduced |
| Balyasny Asset Management LLC | 646,692 | $59.1M | 0.12% | +646,692 | New |
| GFI Investment Counsel Ltd. | 645,539 | $59.0M | 6.15% | +645,539 | New |
| National Pension Service | 634,891 | $58.0M | 0.05% | +17,324+2.8% | Added |
| Wells Fargo & Company | 627,039 | $57.3M | 0.01% | +97,810+18.5% | Added |
| Price T Rowe Associates Inc | 599,957 | $54.9M | 0.01% | −756,413−55.8% | Reduced |
| Neuberger Berman Group LLC | 590,275 | $54.0M | 0.04% | −18,761−3.1% | Reduced |
| Great West Life Assurance Co | 589,292 | $53.8M | 0.08% | +22,544+4.0% | Added |
| Arrowstreet Capital, Limited Partnership | 587,625 | $53.7M | 0.03% | −418,355−41.6% | Reduced |
| Anchor Capital Advisors LLC | 561,997 | $51.4M | 1.49% | +479,265+579.3% | Added |
| Artisan Partners Limited Partnership | 560,041 | $51.2M | 0.07% | +17,460+3.2% | Added |
| Assenagon Asset Management S.A. | 554,904 | $50.7M | 0.07% | −158,710−22.2% | Reduced |
| Renaissance Technologies LLC | 536,900 | $49.1M | 0.06% | +25,700+5.0% | Added |
| First Trust Advisors LP | 514,519 | $47.0M | 0.04% | +13,986+2.8% | Added |
| ExodusPoint Capital Management, LP | 510,098 | $46.6M | 0.65% | +103,964+25.6% | Added |
| BNP Paribas Arbitrage, SA | 494,103 | $45.2M | 0.04% | −3,538−0.7% | Reduced |
| Railway Pension Investments Ltd | 470,100 | $43.0M | 0.58% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 465,369 | $42.5M | 0.11% | +2,765+0.6% | Added |
| FIFTHDELTA Ltd | 451,178 | $41.3M | 12.90% | +451,178 | New |
| Envestnet Asset Management Inc | 446,138 | $40.8M | 0.01% | +40,289+9.9% | Added |
| Rathbone Brothers plc | 442,030 | $40.4M | 0.16% | −65,960−13.0% | Reduced |
| J. Stern & Co. LLP | 441,160 | $40.3M | 3.05% | −15,683−3.4% | Reduced |
| Principal Financial Group Inc | 431,873 | $39.5M | 0.02% | −6,773−1.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 422,400 | $38.6M | 0.08% | +137,458+48.2% | Added |
| Cerity Partners LLC | 415,053 | $37.9M | 0.06% | +73,229+21.4% | Added |
| SEI Investments Co | 409,033 | $37.4M | 0.04% | −23,750−5.5% | Reduced |