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 |
|---|---|---|---|---|---|
| HRT Financial LP | 395,170 | $36.1M | 0.13% | +88,699+28.9% | Added |
| Ameriprise Financial Inc | 384,362 | $35.1M | 0.01% | +82,584+27.4% | Added |
| State Board of Administration of Florida Retirement System | 378,967 | $34.6M | 0.06% | −27,347−6.7% | Reduced |
| Natixis Advisors, L.P. | 376,421 | $34.4M | 0.05% | +33,263+9.7% | Added |
| The PNC Financial Services Group, Inc. | 370,993 | $33.9M | 0.02% | −22,326−5.7% | Reduced |
| J. Safra Sarasin Holding AG | 368,029 | $33.6M | 0.54% | +28,639+8.4% | Added |
| Great Lakes Advisors, LLC | 353,178 | $32.3M | 0.27% | +350,285+12,108.0% | Added |
| Standard Life Aberdeen plc | 333,476 | $30.4M | 0.05% | +120.0% | Added |
| Aviva PLC | 316,554 | $28.9M | 0.05% | −824,269−72.3% | Reduced |
| National Bank of Canada | 310,326 | $28.4M | 0.03% | −47,217−13.2% | Reduced |
| American Century Companies Inc | 309,333 | $28.3M | 0.01% | −26,788−8.0% | Reduced |
| Manufacturers Life Insurance Company, The | 308,673 | $28.2M | 0.02% | +85,859+38.5% | Added |
| Bank of Montreal | 305,077 | $27.9M | 0.01% | +36,414+13.6% | Added |
| Schonfeld Strategic Advisors LLC | 298,192 | $27.3M | 0.19% | +255,724+602.2% | Added |
| Capital Fund Management S.A. | 294,721 | $26.9M | 0.27% | −33,982−10.3% | Reduced |
| UniSuper Management Pty Ltd | 291,997 | $26.7M | 0.16% | +7,097+2.5% | Added |
| Andra AP-fonden | 288,734 | $26.4M | 0.34% | +49,800+20.8% | Added |
| Davidson Investment Advisors | 287,918 | $26.3M | 1.12% | +108,759+60.7% | Added |
| New York State Teachers Retirement System | 287,573 | $26.3M | 0.05% | −1,374−0.5% | Reduced |
| Walleye Capital LLC | 286,449 | $26.2M | 0.21% | +278,570+3,535.6% | Added |
| AXA Investment Managers S.A. | 280,262 | $25.6M | 0.07% | +280,262 | New |
| Raymond James Financial Inc | 268,449 | $24.5M | 0.01% | +14,242+5.6% | Added |
| KLP Kapitalforvaltning AS | 265,742 | $24.3M | 0.10% | +40,400+17.9% | Added |
| KBC Group NV | 264,970 | $24.2M | 0.06% | −15,617−5.6% | Reduced |
| Korea Investment CORP | 252,740 | $23.1M | 0.05% | −101,175−28.6% | Reduced |
| Welch & Forbes LLC | 251,938 | $23.0M | 0.28% | −5,374−2.1% | Reduced |
| Swedbank AB | 246,953 | $22.6M | 0.02% | +3,111+1.3% | Added |
| Jump Financial, LLC | 245,019 | $22.4M | 0.28% | +77,708+46.4% | Added |
| Verition Fund Management LLC | 244,213 | $22.3M | 0.13% | +166,853+215.7% | Added |
| Toroso Investments, LLC | 239,311 | $21.9M | 0.09% | +212,634+797.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 236,754 | $21.6M | 0.04% | −43,521−15.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 234,368 | $21.4M | 0.40% | +38,931+19.9% | Added |
| New York State Common Retirement Fund | 233,006 | $21.3M | 0.03% | −3,300−1.4% | Reduced |
| APG Asset Management N.V. | 268,387 | $20.9M | 0.06% | −10,000−3.6% | Reduced |
| Prudential Financial Inc | 226,858 | $20.7M | 0.02% | −109,222−32.5% | Reduced |
| Handelsbanken Fonder AB | 225,482 | $20.6M | 0.07% | −4,660−2.0% | Reduced |
| Aquatic Capital Management LLC | 222,213 | $20.3M | 0.38% | +137,996+163.9% | Added |
| LPL Financial LLC | 218,676 | $20.0M | 0.01% | −9,711−4.3% | Reduced |
| State of Wisconsin Investment Board | 215,594 | $19.7M | 0.05% | −19,728−8.4% | Reduced |
| Credit Agricole S A | 213,874 | $19.6M | 0.06% | +213,874 | New |
| Qube Research & Technologies Ltd | 210,833 | $19.3M | 0.03% | −943,671−81.7% | Reduced |
| Toronto Dominion Bank | 209,536 | $19.2M | 0.04% | +43,657+26.3% | Added |
| Millennium Management LLC | 208,152 | $19.0M | 0.01% | −866,650−80.6% | Reduced |
| Jane Street Group, LLC | 203,197 | $18.6M | 0.02% | −231,668−53.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 201,584 | $18.4M | 0.05% | −8,285−3.9% | Reduced |
| Danske Bank A/S | 199,494 | $18.2M | 0.05% | −10,351−4.9% | Reduced |
| Royal London Asset Management Ltd | 191,685 | $17.5M | 0.04% | −6,114−3.1% | Reduced |
| TD Asset Management Inc | 187,672 | $17.2M | 0.01% | −10,958−5.5% | Reduced |
| Kempen Capital Management N.V. | 184,657 | $16.9M | 0.15% | −2,239−1.2% | Reduced |
| Creative Planning | 182,017 | $16.6M | 0.01% | −570−0.3% | Reduced |
| Allianz Asset Management GmbH | 181,109 | $16.6M | 0.02% | +74,396+69.7% | Added |
| Illinois Municipal Retirement Fund | 180,213 | $16.5M | 0.21% | +38,320+27.0% | Added |
| Mackenzie Financial Corp | 177,873 | $16.3M | 0.02% | +378+0.2% | Added |
| Treasurer of the State of North Carolina | 177,680 | $16.2M | 0.05% | −6,924−3.8% | Reduced |
| Los Angeles Capital Management LLC | 169,659 | $15.5M | 0.05% | −178,886−51.3% | Reduced |
| Quintet Private Bank (Europe) S.A. | 167,311 | $15.3M | 0.86% | −94,411−36.1% | Reduced |
| Asset Management One Co.,Ltd. | 167,248 | $15.3M | 0.04% | +2,809+1.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 166,384 | $15.2M | 0.03% | +16,745+11.2% | Added |
| Pinebridge Investments, L.P. | 163,281 | $14.9M | 0.11% | +42,605+35.3% | Added |
| CIBC Asset Management Inc | 162,237 | $14.8M | 0.04% | −17,088−9.5% | Reduced |
| Coerente Capital Management | 162,028 | $14.8M | 2.63% | +53,049+48.7% | Added |
| Rockefeller Capital Management L.P. | 161,346 | $14.8M | 0.03% | +29,779+22.6% | Added |
| DekaBank Deutsche Girozentrale | 158,568 | $14.4M | 0.02% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 157,698 | $14.4M | 0.31% | +62,501+65.7% | Added |
| Quantbot Technologies LP | 156,307 | $14.3M | 0.39% | +59,260+61.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 157,831 | $14.3M | 0.02% | +20,231+14.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 154,841 | $14.2M | 1.36% | −793−0.5% | Reduced |
| M&T Bank Corp | 153,085 | $14.0M | 0.05% | −4,490−2.8% | Reduced |
| US Bancorp | 152,862 | $14.0M | 0.02% | −27,133−15.1% | Reduced |
| DnB Asset Management AS | 149,079 | $13.6M | 0.05% | +2,092+1.4% | Added |
| Mn Services Vermogensbeheer B.V. | 148,100 | $13.5M | 0.09% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 146,315 | $13.4M | 0.05% | +20,738+16.5% | Added |
| Forsta Ap-Fonden | 145,300 | $13.3M | 0.08% | +14,700+11.3% | Added |
| First Eagle Investment Management, LLC | 143,699 | $13.1M | 0.02% | +49,684+52.8% | Added |
| Mill Capital Management, LLC | 142,923 | $13.1M | 0.97% | +14,703+11.5% | Added |
| AdviceOne Advisory Services, LLC | 142,171 | $13.0M | 8.64% | −878−0.6% | Reduced |
| Voya Investment Management LLC | 140,588 | $12.9M | 0.01% | −242,641−63.3% | Reduced |
| Equitable Trust Co | 140,308 | $12.8M | 0.59% | −24,826−15.0% | Reduced |
| State of New Jersey Common Pension Fund D | 135,939 | $12.4M | 0.05% | +7,078+5.5% | Added |
| Commonwealth Equity Services, LLC | 134,199 | $12.3M | 0.02% | −10,872−7.5% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 133,598 | $12.2M | 0.06% | +10,222+8.3% | Added |
| CI Private Wealth, LLC | 130,891 | $12.0M | 0.02% | −35,867−21.5% | Reduced |
| Factory Mutual Insurance Co | 130,800 | $12.0M | 0.12% | 00.0% | Unchanged |
| Brown Advisory Inc | 130,677 | $11.9M | 0.02% | +735+0.6% | Added |
| Nomura Asset Management Co Ltd | 130,274 | $11.9M | 0.03% | −86−0.1% | Reduced |
| Varma Mutual Pension Insurance Co | 128,242 | $11.7M | 0.08% | +47,300+58.4% | Added |
| Erste Asset Management GmbH | 127,518 | $11.6M | 0.11% | −6,495−4.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 124,183 | $11.4M | 0.05% | −17,351−12.3% | Reduced |
| Galvin, Gaustad & Stein, LLC | 123,647 | $11.3M | 0.92% | +123,647 | New |
| Public Employees Retirement System of Ohio | 123,458 | $11.3M | 0.04% | −2,007−1.6% | Reduced |
| Two Sigma Advisers, LP | 119,700 | $10.9M | 0.02% | −446,100−78.8% | Reduced |
| Allied Investment Advisors, LLC | 118,761 | $10.9M | 1.73% | +6,770+6.0% | Added |
| Alberta Investment Management Corp | 118,400 | $10.8M | 0.08% | +115,900+4,636.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 118,076 | $10.8M | 0.04% | −17,354−12.8% | Reduced |
| BLI - Banque de Luxembourg Investments | 116,900 | $10.7M | 0.31% | +116,900 | New |
| Arizona State Retirement System | 115,285 | $10.5M | 0.06% | −374−0.3% | Reduced |
| Baldwin Brothers Inc | 114,978 | $10.5M | 0.68% | −2,334−2.0% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $10.5M | 0.09% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 112,578 | $10.3M | 0.06% | +2,557+2.3% | Added |
| Moran Wealth Management, LLC | 109,986 | $10.1M | 0.30% | +109,986 | New |