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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 108,875 | $9.95M | 0.02% | +14,229+15.0% | Added |
| Nisa Investment Advisors, LLC | 107,818 | $9.86M | 0.04% | −12,488−10.4% | Reduced |
| Foyston, Gordon, & Payne Inc | 107,043 | $9.79M | 2.14% | +50,217+88.4% | Added |
| Boothbay Fund Management, LLC | 106,300 | $9.72M | 0.25% | +104,197+4,954.7% | Added |
| State of Michigan Retirement System | 106,107 | $9.70M | 0.05% | −1,200−1.1% | Reduced |
| Peapack Gladstone Financial Corp | 105,580 | $9.65M | 0.13% | +30,912+41.4% | Added |
| Connecticut Wealth Management, LLC | 104,273 | $9.53M | 0.42% | −765−0.7% | Reduced |
| Bridgewater Associates, LP | 103,849 | $9.49M | 0.04% | +103,849 | New |
| Mariner, LLC | 103,678 | $9.48M | 0.01% | +20,527+24.7% | Added |
| Trexquant Investment LP | 101,671 | $9.30M | 0.10% | −37,663−27.0% | Reduced |
| Captrust Financial Advisors | 100,383 | $9.18M | 0.02% | +5,715+6.0% | Added |
| Federation des caisses Desjardins du Quebec | 100,310 | $9.17M | 0.04% | −35,627−26.2% | Reduced |
| Czech National Bank | 99,642 | $9.11M | 0.06% | +3,169+3.3% | Added |
| Pictet North America Advisors SA | 98,981 | $9.05M | 0.85% | −1,841−1.8% | Reduced |
| Natixis | 97,912 | $8.95M | 0.05% | +13,886+16.5% | Added |
| MetLife Investment Management | 97,421 | $8.91M | 0.04% | −3,149−3.1% | Reduced |
| Engineers Gate Manager LP | 96,447 | $8.82M | 0.10% | −98,895−50.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 94,248 | $8.62M | 0.04% | −2,549−2.6% | Reduced |
| ING Groep NV | 90,738 | $8.30M | 0.04% | +90,738 | New |
| Robeco Institutional Asset Management B.V. | 89,257 | $8.16M | 0.01% | −11,434−11.4% | Reduced |
| Gotham Asset Management, LLC | 89,022 | $8.14M | 0.04% | −28,665−24.4% | Reduced |
| Stifel Financial Corp | 88,872 | $8.13M | 0.01% | −636−0.7% | Reduced |
| Quantinno Capital Management LP | 88,582 | $8.10M | 0.02% | −85,985−49.3% | Reduced |
| Bahl & Gaynor Inc | 86,854 | $7.94M | 0.04% | −21,873−20.1% | Reduced |
| Thrivent Financial for Lutherans | 85,686 | $7.83M | 0.02% | −26,427−23.6% | Reduced |
| Meyer Handelman Co | 84,648 | $7.74M | 0.24% | −3,728−4.2% | Reduced |
| CWM, LLC | 83,870 | $7.67M | 0.02% | +59,501+244.2% | Added |
| Retirement Systems of Alabama | 83,722 | $7.65M | 0.03% | −968−1.1% | Reduced |
| Cloverfields Capital Group, LP | 82,830 | $7.57M | 2.37% | −2,972−3.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 82,624 | $7.55M | 0.07% | −200−0.2% | Reduced |
| Candriam Luxembourg S.C.A. | 82,173 | $7.51M | 0.04% | −269,963−76.7% | Reduced |
| AdvisorShares Investments LLC | 81,800 | $7.48M | 1.22% | −156−0.2% | Reduced |
| Comerica Bank | 80,913 | $7.40M | 0.03% | −11,973−12.9% | Reduced |
| ProShare Advisors LLC | 79,928 | $7.31M | 0.02% | −1,705−2.1% | Reduced |
| Cubist Systematic Strategies, LLC | 78,889 | $7.21M | 0.10% | +38,889+97.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 78,504 | $7.18M | 0.02% | −85,366−52.1% | Reduced |
| Pinnacle Financial Partners Inc | 77,492 | $7.09M | 0.17% | +12,721+19.6% | Added |
| IFM Investors Pty Ltd | 77,977 | $7.05M | 0.06% | +1,796+2.4% | Added |
| State of Tennessee, Treasury Department | 76,316 | $6.98M | 0.02% | −67,827−47.1% | Reduced |
| Windward Capital Management Co | 76,286 | $6.97M | 0.56% | −400−0.5% | Reduced |
| Amalgamated Bank | 75,668 | $6.92M | 0.05% | −1,639−2.1% | Reduced |
| Ieq Capital, LLC | 74,753 | $6.83M | 0.02% | +47,146+170.8% | Added |
| Daiwa Securities Group Inc. | 72,369 | $6.62M | 0.02% | +1,745+2.5% | Added |
| Antipodes Partners Ltd | 71,356 | $6.52M | 0.15% | −146−0.2% | Reduced |
| Nordea Investment Management AB | 71,327 | $6.52M | 0.01% | +7,120+11.1% | Added |
| Advisor Group Holdings, Inc. | 71,919 | $6.49M | 0.01% | +19,280+36.6% | Added |
| Elo Mutual Pension Insurance Co | 70,339 | $6.43M | 0.11% | +17,753+33.8% | Added |
| Delta Asset Management LLC | 70,289 | $6.43M | 0.55% | +3,059+4.6% | Added |
| Lincoln Capital LLC | 69,939 | $6.40M | 1.20% | −3,750−5.1% | Reduced |
| Numerai GP LLC | 69,773 | $6.38M | 0.90% | +69,773 | New |
| Modera Wealth Management, LLC | 69,710 | $6.37M | 0.07% | −777−1.1% | Reduced |
| BTC Capital Management, Inc. | 69,682 | $6.37M | 0.44% | +11,524+19.8% | Added |
| Federated Hermes, Inc. | 68,293 | $6.24M | 0.01% | −504−0.7% | Reduced |
| Calamos Advisors LLC | 67,250 | $6.15M | 0.02% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 67,057 | $6.13M | 0.02% | −31,678−32.1% | Reduced |
| Amica Mutual Insurance Co | 66,982 | $6.12M | 0.56% | 00.0% | Unchanged |
| HM Payson & Co | 65,726 | $6.01M | 0.09% | −12,010−15.4% | Reduced |
| Utah Retirement Systems | 65,216 | $5.96M | 0.06% | −336−0.5% | Reduced |
| Cetera Investment Advisers | 64,507 | $5.90M | 0.01% | +21,886+51.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 63,575 | $5.81M | 0.05% | +3,596+6.0% | Added |
| Holocene Advisors, LP | 62,844 | $5.75M | 0.01% | −2,144−3.3% | Reduced |
| Janney Montgomery Scott LLC | 62,819 | $5.74M | 0.01% | +15,500+32.8% | Added |
| Mercer Global Advisors Inc | 61,434 | $5.62M | 0.01% | +16,496+36.7% | Added |
| Machina Capital S.A.S. | 61,288 | $5.60M | 0.99% | +31,836+108.1% | Added |
| MAI Capital Management | 60,623 | $5.54M | 0.03% | −935−1.5% | Reduced |
| Commerce Bank | 60,256 | $5.51M | 0.03% | −1,521−2.5% | Reduced |
| State of Alaska, Department of Revenue | 60,108 | $5.49M | 0.06% | +15,822+35.7% | Added |
| CIBC Bancorp USA Inc. | 58,875 | $5.38M | 0.03% | +58,875 | New |
| Evergreen Capital Management LLC | 58,789 | $5.38M | 0.13% | +56,122+2,104.3% | Added |
| Xponance, Inc. | 58,232 | $5.32M | 0.04% | −9,693−14.3% | Reduced |
| Colony Group, LLC | 58,219 | $5.32M | 0.01% | +20,135+52.9% | Added |
| Banque Pictet & Cie SA | 58,108 | $5.31M | 0.05% | −115,236−66.5% | Reduced |
| New York Life Investment Management LLC | 57,191 | $5.23M | 0.05% | −1,828−3.1% | Reduced |
| Prudential PLC | 57,011 | $5.21M | 0.04% | +9,124+19.1% | Added |
| Kovitz Investment Group Partners, LLC | 56,837 | $5.20M | 0.02% | +44,592+364.2% | Added |
| Susquehanna International Group, LLP | 56,823 | $5.20M | 0.01% | −8,299−12.7% | Reduced |
| British Columbia Investment Management Corp | 56,722 | $5.19M | 0.03% | −5,527−8.9% | Reduced |
| Swiss Life Asset Management Ltd | 56,656 | $5.18M | 0.03% | +12,235+27.5% | Added |
| Graybill Bartz & Assoc Ltd | 55,813 | $5.10M | 1.57% | +802+1.5% | Added |
| Caisse des Depots Et Consignations | 55,325 | $5.06M | 0.21% | 00.0% | Unchanged |
| Keybank National Association | 55,063 | $5.03M | 0.02% | −3,087−5.3% | Reduced |
| Janus Henderson Group PLC | 54,391 | $4.97M | 0.00% | +5,979+12.4% | Added |
| HITE Hedge Asset Management LLC | 54,321 | $4.97M | 0.27% | +54,321 | New |
| Eisler Capital Management Ltd. | 57,080 | $4.96M | 0.11% | +57,080 | New |
| D.A. Davidson & Co. | 54,051 | $4.94M | 0.03% | −1,682−3.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 53,548 | $4.90M | 0.02% | +4,924+10.1% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 53,238 | $4.87M | 0.28% | −1,070−2.0% | Reduced |
| Bank of Nova Scotia | 53,026 | $4.85M | 0.01% | +7,724+17.1% | Added |
| Groupe la Francaise | 52,290 | $4.77M | 0.06% | +624+1.2% | Added |
| MML Investors Services, LLC | 51,959 | $4.75M | 0.01% | −9,187−15.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 50,729 | $4.64M | 0.04% | +663+1.3% | Added |
| Public Employees Retirement Association of Colorado | 50,588 | $4.63M | 0.02% | −226−0.4% | Reduced |
| Bradley Foster & Sargent Inc | 50,432 | $4.61M | 0.07% | −2,798−5.3% | Reduced |
| Aviso Financial Inc. | 50,348 | $4.60M | 0.19% | +1,091+2.2% | Added |
| Gateway Investment Advisers LLC | 50,305 | $4.60M | 0.04% | −365−0.7% | Reduced |
| BNP Paribas | 50,276 | $4.58M | 0.14% | −7,851−13.5% | Reduced |
| Financial Advisors Network, Inc. | 49,908 | $4.56M | 0.65% | −478−0.9% | Reduced |
| Cohen Capital Management, Inc. | 49,896 | $4.56M | 0.71% | +1,900+4.0% | Added |
| Nissay Asset Management Corp | 49,673 | $4.54M | 0.03% | +387+0.8% | Added |
| Yousif Capital Management, LLC | 49,265 | $4.50M | 0.05% | −10,748−17.9% | Reduced |