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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 68,293 | $6.24M | 0.01% | −504−0.7% | Reduced |
| BTC Capital Management, Inc. | 69,682 | $6.37M | 0.44% | +11,524+19.8% | Added |
| Modera Wealth Management, LLC | 69,710 | $6.37M | 0.07% | −777−1.1% | Reduced |
| Numerai GP LLC | 69,773 | $6.38M | 0.90% | +69,773 | New |
| Lincoln Capital LLC | 69,939 | $6.40M | 1.20% | −3,750−5.1% | Reduced |
| Delta Asset Management LLC | 70,289 | $6.43M | 0.55% | +3,059+4.6% | Added |
| Elo Mutual Pension Insurance Co | 70,339 | $6.43M | 0.11% | +17,753+33.8% | Added |
| Advisor Group Holdings, Inc. | 71,919 | $6.49M | 0.01% | +19,280+36.6% | Added |
| Nordea Investment Management AB | 71,327 | $6.52M | 0.01% | +7,120+11.1% | Added |
| Antipodes Partners Ltd | 71,356 | $6.52M | 0.15% | −146−0.2% | Reduced |
| Daiwa Securities Group Inc. | 72,369 | $6.62M | 0.02% | +1,745+2.5% | Added |
| Ieq Capital, LLC | 74,753 | $6.83M | 0.02% | +47,146+170.8% | Added |
| Amalgamated Bank | 75,668 | $6.92M | 0.05% | −1,639−2.1% | Reduced |
| Windward Capital Management Co | 76,286 | $6.97M | 0.56% | −400−0.5% | Reduced |
| State of Tennessee, Treasury Department | 76,316 | $6.98M | 0.02% | −67,827−47.1% | Reduced |
| IFM Investors Pty Ltd | 77,977 | $7.05M | 0.06% | +1,796+2.4% | Added |
| Pinnacle Financial Partners Inc | 77,492 | $7.09M | 0.17% | +12,721+19.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 78,504 | $7.18M | 0.02% | −85,366−52.1% | Reduced |
| Cubist Systematic Strategies, LLC | 78,889 | $7.21M | 0.10% | +38,889+97.2% | Added |
| ProShare Advisors LLC | 79,928 | $7.31M | 0.02% | −1,705−2.1% | Reduced |
| Comerica Bank | 80,913 | $7.40M | 0.03% | −11,973−12.9% | Reduced |
| AdvisorShares Investments LLC | 81,800 | $7.48M | 1.22% | −156−0.2% | Reduced |
| Candriam Luxembourg S.C.A. | 82,173 | $7.51M | 0.04% | −269,963−76.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 82,624 | $7.55M | 0.07% | −200−0.2% | Reduced |
| Cloverfields Capital Group, LP | 82,830 | $7.57M | 2.37% | −2,972−3.5% | Reduced |
| Retirement Systems of Alabama | 83,722 | $7.65M | 0.03% | −968−1.1% | Reduced |
| CWM, LLC | 83,870 | $7.67M | 0.02% | +59,501+244.2% | Added |
| Meyer Handelman Co | 84,648 | $7.74M | 0.24% | −3,728−4.2% | Reduced |
| Thrivent Financial for Lutherans | 85,686 | $7.83M | 0.02% | −26,427−23.6% | Reduced |
| Bahl & Gaynor Inc | 86,854 | $7.94M | 0.04% | −21,873−20.1% | Reduced |
| Quantinno Capital Management LP | 88,582 | $8.10M | 0.02% | −85,985−49.3% | Reduced |
| Stifel Financial Corp | 88,872 | $8.13M | 0.01% | −636−0.7% | Reduced |
| Gotham Asset Management, LLC | 89,022 | $8.14M | 0.04% | −28,665−24.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 89,257 | $8.16M | 0.01% | −11,434−11.4% | Reduced |
| ING Groep NV | 90,738 | $8.30M | 0.04% | +90,738 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 94,248 | $8.62M | 0.04% | −2,549−2.6% | Reduced |
| Engineers Gate Manager LP | 96,447 | $8.82M | 0.10% | −98,895−50.6% | Reduced |
| MetLife Investment Management | 97,421 | $8.91M | 0.04% | −3,149−3.1% | Reduced |
| Natixis | 97,912 | $8.95M | 0.05% | +13,886+16.5% | Added |
| Pictet North America Advisors SA | 98,981 | $9.05M | 0.85% | −1,841−1.8% | Reduced |
| Czech National Bank | 99,642 | $9.11M | 0.06% | +3,169+3.3% | Added |
| Federation des caisses Desjardins du Quebec | 100,310 | $9.17M | 0.04% | −35,627−26.2% | Reduced |
| Captrust Financial Advisors | 100,383 | $9.18M | 0.02% | +5,715+6.0% | Added |
| Trexquant Investment LP | 101,671 | $9.30M | 0.10% | −37,663−27.0% | Reduced |
| Mariner, LLC | 103,678 | $9.48M | 0.01% | +20,527+24.7% | Added |
| Bridgewater Associates, LP | 103,849 | $9.49M | 0.04% | +103,849 | New |
| Connecticut Wealth Management, LLC | 104,273 | $9.53M | 0.42% | −765−0.7% | Reduced |
| Peapack Gladstone Financial Corp | 105,580 | $9.65M | 0.13% | +30,912+41.4% | Added |
| State of Michigan Retirement System | 106,107 | $9.70M | 0.05% | −1,200−1.1% | Reduced |
| Boothbay Fund Management, LLC | 106,300 | $9.72M | 0.25% | +104,197+4,954.7% | Added |
| Foyston, Gordon, & Payne Inc | 107,043 | $9.79M | 2.14% | +50,217+88.4% | Added |
| Nisa Investment Advisors, LLC | 107,818 | $9.86M | 0.04% | −12,488−10.4% | Reduced |
| Ensign Peak Advisors, Inc | 108,875 | $9.95M | 0.02% | +14,229+15.0% | Added |
| Moran Wealth Management, LLC | 109,986 | $10.1M | 0.30% | +109,986 | New |
| Impax Asset Management Group plc | 112,578 | $10.3M | 0.06% | +2,557+2.3% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $10.5M | 0.09% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 114,978 | $10.5M | 0.68% | −2,334−2.0% | Reduced |
| Arizona State Retirement System | 115,285 | $10.5M | 0.06% | −374−0.3% | Reduced |
| BLI - Banque de Luxembourg Investments | 116,900 | $10.7M | 0.31% | +116,900 | New |
| Skandinaviska Enskilda Banken AB (publ) | 118,076 | $10.8M | 0.04% | −17,354−12.8% | Reduced |
| Alberta Investment Management Corp | 118,400 | $10.8M | 0.08% | +115,900+4,636.0% | Added |
| Allied Investment Advisors, LLC | 118,761 | $10.9M | 1.73% | +6,770+6.0% | Added |
| Two Sigma Advisers, LP | 119,700 | $10.9M | 0.02% | −446,100−78.8% | Reduced |
| Public Employees Retirement System of Ohio | 123,458 | $11.3M | 0.04% | −2,007−1.6% | Reduced |
| Galvin, Gaustad & Stein, LLC | 123,647 | $11.3M | 0.92% | +123,647 | New |
| Resona Asset Management Co.,Ltd. | 124,183 | $11.4M | 0.05% | −17,351−12.3% | Reduced |
| Erste Asset Management GmbH | 127,518 | $11.6M | 0.11% | −6,495−4.8% | Reduced |
| Varma Mutual Pension Insurance Co | 128,242 | $11.7M | 0.08% | +47,300+58.4% | Added |
| Nomura Asset Management Co Ltd | 130,274 | $11.9M | 0.03% | −86−0.1% | Reduced |
| Brown Advisory Inc | 130,677 | $11.9M | 0.02% | +735+0.6% | Added |
| Factory Mutual Insurance Co | 130,800 | $12.0M | 0.12% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 130,891 | $12.0M | 0.02% | −35,867−21.5% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 133,598 | $12.2M | 0.06% | +10,222+8.3% | Added |
| Commonwealth Equity Services, LLC | 134,199 | $12.3M | 0.02% | −10,872−7.5% | Reduced |
| State of New Jersey Common Pension Fund D | 135,939 | $12.4M | 0.05% | +7,078+5.5% | Added |
| Equitable Trust Co | 140,308 | $12.8M | 0.59% | −24,826−15.0% | Reduced |
| Voya Investment Management LLC | 140,588 | $12.9M | 0.01% | −242,641−63.3% | Reduced |
| AdviceOne Advisory Services, LLC | 142,171 | $13.0M | 8.64% | −878−0.6% | Reduced |
| Mill Capital Management, LLC | 142,923 | $13.1M | 0.97% | +14,703+11.5% | Added |
| First Eagle Investment Management, LLC | 143,699 | $13.1M | 0.02% | +49,684+52.8% | Added |
| Forsta Ap-Fonden | 145,300 | $13.3M | 0.08% | +14,700+11.3% | Added |
| Teacher Retirement System of Texas | 146,315 | $13.4M | 0.05% | +20,738+16.5% | Added |
| Mn Services Vermogensbeheer B.V. | 148,100 | $13.5M | 0.09% | 00.0% | Unchanged |
| DnB Asset Management AS | 149,079 | $13.6M | 0.05% | +2,092+1.4% | Added |
| US Bancorp | 152,862 | $14.0M | 0.02% | −27,133−15.1% | Reduced |
| M&T Bank Corp | 153,085 | $14.0M | 0.05% | −4,490−2.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 154,841 | $14.2M | 1.36% | −793−0.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 157,831 | $14.3M | 0.02% | +20,231+14.7% | Added |
| Quantbot Technologies LP | 156,307 | $14.3M | 0.39% | +59,260+61.1% | Added |
| Clarkston Capital Partners, LLC | 157,698 | $14.4M | 0.31% | +62,501+65.7% | Added |
| DekaBank Deutsche Girozentrale | 158,568 | $14.4M | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 161,346 | $14.8M | 0.03% | +29,779+22.6% | Added |
| Coerente Capital Management | 162,028 | $14.8M | 2.63% | +53,049+48.7% | Added |
| CIBC Asset Management Inc | 162,237 | $14.8M | 0.04% | −17,088−9.5% | Reduced |
| Pinebridge Investments, L.P. | 163,281 | $14.9M | 0.11% | +42,605+35.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 166,384 | $15.2M | 0.03% | +16,745+11.2% | Added |
| Asset Management One Co.,Ltd. | 167,248 | $15.3M | 0.04% | +2,809+1.7% | Added |
| Quintet Private Bank (Europe) S.A. | 167,311 | $15.3M | 0.86% | −94,411−36.1% | Reduced |
| Los Angeles Capital Management LLC | 169,659 | $15.5M | 0.05% | −178,886−51.3% | Reduced |
| Treasurer of the State of North Carolina | 177,680 | $16.2M | 0.05% | −6,924−3.8% | Reduced |