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 |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 177,873 | $16.3M | 0.02% | +378+0.2% | Added |
| Illinois Municipal Retirement Fund | 180,213 | $16.5M | 0.21% | +38,320+27.0% | Added |
| Allianz Asset Management GmbH | 181,109 | $16.6M | 0.02% | +74,396+69.7% | Added |
| Creative Planning | 182,017 | $16.6M | 0.01% | −570−0.3% | Reduced |
| Kempen Capital Management N.V. | 184,657 | $16.9M | 0.15% | −2,239−1.2% | Reduced |
| TD Asset Management Inc | 187,672 | $17.2M | 0.01% | −10,958−5.5% | Reduced |
| Royal London Asset Management Ltd | 191,685 | $17.5M | 0.04% | −6,114−3.1% | Reduced |
| Danske Bank A/S | 199,494 | $18.2M | 0.05% | −10,351−4.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 201,584 | $18.4M | 0.05% | −8,285−3.9% | Reduced |
| Jane Street Group, LLC | 203,197 | $18.6M | 0.02% | −231,668−53.3% | Reduced |
| Millennium Management LLC | 208,152 | $19.0M | 0.01% | −866,650−80.6% | Reduced |
| Toronto Dominion Bank | 209,536 | $19.2M | 0.04% | +43,657+26.3% | Added |
| Qube Research & Technologies Ltd | 210,833 | $19.3M | 0.03% | −943,671−81.7% | Reduced |
| Credit Agricole S A | 213,874 | $19.6M | 0.06% | +213,874 | New |
| State of Wisconsin Investment Board | 215,594 | $19.7M | 0.05% | −19,728−8.4% | Reduced |
| LPL Financial LLC | 218,676 | $20.0M | 0.01% | −9,711−4.3% | Reduced |
| Aquatic Capital Management LLC | 222,213 | $20.3M | 0.38% | +137,996+163.9% | Added |
| Handelsbanken Fonder AB | 225,482 | $20.6M | 0.07% | −4,660−2.0% | Reduced |
| Prudential Financial Inc | 226,858 | $20.7M | 0.02% | −109,222−32.5% | Reduced |
| APG Asset Management N.V. | 268,387 | $20.9M | 0.06% | −10,000−3.6% | Reduced |
| New York State Common Retirement Fund | 233,006 | $21.3M | 0.03% | −3,300−1.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 234,368 | $21.4M | 0.40% | +38,931+19.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 236,754 | $21.6M | 0.04% | −43,521−15.5% | Reduced |
| Toroso Investments, LLC | 239,311 | $21.9M | 0.09% | +212,634+797.1% | Added |
| Verition Fund Management LLC | 244,213 | $22.3M | 0.13% | +166,853+215.7% | Added |
| Jump Financial, LLC | 245,019 | $22.4M | 0.28% | +77,708+46.4% | Added |
| Swedbank AB | 246,953 | $22.6M | 0.02% | +3,111+1.3% | Added |
| Welch & Forbes LLC | 251,938 | $23.0M | 0.28% | −5,374−2.1% | Reduced |
| Korea Investment CORP | 252,740 | $23.1M | 0.05% | −101,175−28.6% | Reduced |
| KBC Group NV | 264,970 | $24.2M | 0.06% | −15,617−5.6% | Reduced |
| KLP Kapitalforvaltning AS | 265,742 | $24.3M | 0.10% | +40,400+17.9% | Added |
| Raymond James Financial Inc | 268,449 | $24.5M | 0.01% | +14,242+5.6% | Added |
| AXA Investment Managers S.A. | 280,262 | $25.6M | 0.07% | +280,262 | New |
| Walleye Capital LLC | 286,449 | $26.2M | 0.21% | +278,570+3,535.6% | Added |
| New York State Teachers Retirement System | 287,573 | $26.3M | 0.05% | −1,374−0.5% | Reduced |
| Davidson Investment Advisors | 287,918 | $26.3M | 1.12% | +108,759+60.7% | Added |
| Andra AP-fonden | 288,734 | $26.4M | 0.34% | +49,800+20.8% | Added |
| UniSuper Management Pty Ltd | 291,997 | $26.7M | 0.16% | +7,097+2.5% | Added |
| Capital Fund Management S.A. | 294,721 | $26.9M | 0.27% | −33,982−10.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 298,192 | $27.3M | 0.19% | +255,724+602.2% | Added |
| Bank of Montreal | 305,077 | $27.9M | 0.01% | +36,414+13.6% | Added |
| Manufacturers Life Insurance Company, The | 308,673 | $28.2M | 0.02% | +85,859+38.5% | Added |
| American Century Companies Inc | 309,333 | $28.3M | 0.01% | −26,788−8.0% | Reduced |
| National Bank of Canada | 310,326 | $28.4M | 0.03% | −47,217−13.2% | Reduced |
| Aviva PLC | 316,554 | $28.9M | 0.05% | −824,269−72.3% | Reduced |
| Standard Life Aberdeen plc | 333,476 | $30.4M | 0.05% | +120.0% | Added |
| Great Lakes Advisors, LLC | 353,178 | $32.3M | 0.27% | +350,285+12,108.0% | Added |
| J. Safra Sarasin Holding AG | 368,029 | $33.6M | 0.54% | +28,639+8.4% | Added |
| The PNC Financial Services Group, Inc. | 370,993 | $33.9M | 0.02% | −22,326−5.7% | Reduced |
| Natixis Advisors, L.P. | 376,421 | $34.4M | 0.05% | +33,263+9.7% | Added |
| State Board of Administration of Florida Retirement System | 378,967 | $34.6M | 0.06% | −27,347−6.7% | Reduced |
| Ameriprise Financial Inc | 384,362 | $35.1M | 0.01% | +82,584+27.4% | Added |
| HRT Financial LP | 395,170 | $36.1M | 0.13% | +88,699+28.9% | Added |
| SEI Investments Co | 409,033 | $37.4M | 0.04% | −23,750−5.5% | Reduced |
| Cerity Partners LLC | 415,053 | $37.9M | 0.06% | +73,229+21.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 422,400 | $38.6M | 0.08% | +137,458+48.2% | Added |
| Principal Financial Group Inc | 431,873 | $39.5M | 0.02% | −6,773−1.5% | Reduced |
| J. Stern & Co. LLP | 441,160 | $40.3M | 3.05% | −15,683−3.4% | Reduced |
| Rathbone Brothers plc | 442,030 | $40.4M | 0.16% | −65,960−13.0% | Reduced |
| Envestnet Asset Management Inc | 446,138 | $40.8M | 0.01% | +40,289+9.9% | Added |
| FIFTHDELTA Ltd | 451,178 | $41.3M | 12.90% | +451,178 | New |
| Storebrand Asset Management AS | 465,369 | $42.5M | 0.11% | +2,765+0.6% | Added |
| Railway Pension Investments Ltd | 470,100 | $43.0M | 0.58% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 494,103 | $45.2M | 0.04% | −3,538−0.7% | Reduced |
| ExodusPoint Capital Management, LP | 510,098 | $46.6M | 0.65% | +103,964+25.6% | Added |
| First Trust Advisors LP | 514,519 | $47.0M | 0.04% | +13,986+2.8% | Added |
| Renaissance Technologies LLC | 536,900 | $49.1M | 0.06% | +25,700+5.0% | Added |
| Assenagon Asset Management S.A. | 554,904 | $50.7M | 0.07% | −158,710−22.2% | Reduced |
| Artisan Partners Limited Partnership | 560,041 | $51.2M | 0.07% | +17,460+3.2% | Added |
| Anchor Capital Advisors LLC | 561,997 | $51.4M | 1.49% | +479,265+579.3% | Added |
| Arrowstreet Capital, Limited Partnership | 587,625 | $53.7M | 0.03% | −418,355−41.6% | Reduced |
| Great West Life Assurance Co | 589,292 | $53.8M | 0.08% | +22,544+4.0% | Added |
| Neuberger Berman Group LLC | 590,275 | $54.0M | 0.04% | −18,761−3.1% | Reduced |
| Price T Rowe Associates Inc | 599,957 | $54.9M | 0.01% | −756,413−55.8% | Reduced |
| Wells Fargo & Company | 627,039 | $57.3M | 0.01% | +97,810+18.5% | Added |
| National Pension Service | 634,891 | $58.0M | 0.05% | +17,324+2.8% | Added |
| GFI Investment Counsel Ltd. | 645,539 | $59.0M | 6.15% | +645,539 | New |
| Balyasny Asset Management LLC | 646,692 | $59.1M | 0.12% | +646,692 | New |
| Fisher Asset Management, LLC | 648,867 | $59.3M | 0.02% | −37,831−5.5% | Reduced |
| California State Teachers Retirement System | 667,540 | $61.0M | 0.06% | +20,250+3.1% | Added |
| Clean Energy Transition LLP | 669,669 | $61.2M | 5.39% | +340,662+103.5% | Added |
| California Public Employees Retirement System | 700,269 | $64.0M | 0.04% | +20,363+3.0% | Added |
| Citigroup Inc | 703,606 | $64.3M | 0.04% | −77,796−10.0% | Reduced |
| HSBC Holdings PLC | 705,067 | $64.5M | 0.04% | +14,166+2.1% | Added |
| Man Group plc | 705,324 | $64.5M | 0.12% | +325,699+85.8% | Added |
| HighTower Advisors, LLC | 743,709 | $68.0M | 0.08% | −55,896−7.0% | Reduced |
| Canada Pension Plan Investment Board | 751,033 | $68.7M | 0.05% | +195,638+35.2% | Added |
| Cartenna Capital, LP | 775,000 | $70.9M | 3.70% | +775,000 | New |
| Scharf Investments, LLC | 800,601 | $73.2M | 1.84% | +800,601 | New |
| Rhumbline Advisers | 814,594 | $74.5M | 0.06% | −912−0.1% | Reduced |
| Victory Capital Management Inc | 829,779 | $75.9M | 0.05% | −12,530−1.5% | Reduced |
| Two Sigma Investments, LP | 830,587 | $75.9M | 0.12% | −222,508−21.1% | Reduced |
| Pictet Asset Management Holding SA | 902,784 | $82.5M | 0.08% | −26,494−2.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 913,750 | $83.5M | 0.05% | −22,843−2.4% | Reduced |
| Nuveen, LLC | 944,675 | $86.4M | 0.02% | −28,112−2.9% | Reduced |
| Royal Bank of Canada | 976,889 | $89.3M | 0.02% | −315,912−24.4% | Reduced |
| Barclays PLC | 1,057,589 | $96.7M | 0.04% | +313,130+42.1% | Added |
| Lazard Freres Gestion S.A.S. | 1,073,844 | $98.2M | 1.87% | +160,091+17.5% | Added |
| Independent Franchise Partners LLP | 1,098,496 | $100.4M | 0.66% | +1,098,496 | New |
| Fayez Sarofim & Co | 1,103,118 | $100.9M | 0.23% | −9,453−0.8% | Reduced |