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, Q4 2025
Institutional positions in Otis Worldwide Corp as of Dec 31, 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
- 1,311
- +85 vs. Q3 2025
- Shares held
- 391.9M
- +52.9M (+15.6%) vs. Q3 2025
- Total value
- $30.9B
- −$83.9M (−0.3%) vs. Q3 2025
- New holders
- 167
- 391 more added
- Sold out
- 82
- 484 more reduced
27 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 48,636,836 | $4.25B | 0.06% | +10,0380.0% | Added |
| BlackRock, Inc. | 33,577,608 | $2.93B | 0.05% | +1,466,831+4.6% | Added |
| State Street Corp | 16,128,197 | $1.41B | 0.05% | +121,207+0.8% | Added |
| Alliancebernstein L.P. | 15,186,158 | $1.33B | 0.42% | −1,751,879−10.3% | Reduced |
| Morgan Stanley | 12,675,067 | $1.11B | 0.07% | −403,770−3.1% | Reduced |
| Geode Capital Management, LLC | 10,788,225 | $945.0M | 0.06% | +29,636+0.3% | Added |
| Norges Bank | 8,816,541 | $770.1M | 0.08% | +8,816,541 | New |
| Franklin Resources Inc | 7,842,153 | $685.0M | 0.17% | +422,519+5.7% | Added |
| Massachusetts Financial Services Co | 6,843,069 | $597.7M | 0.19% | −248,945−3.5% | Reduced |
| JPMorgan Chase & Co | 6,033,991 | $527.1M | 0.04% | −1,487,120−19.8% | Reduced |
| Fiera Capital Corp | 5,020,052 | $438.5M | 1.39% | −124,171−2.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,685,310 | $413.9M | 0.28% | −92,842−1.9% | Reduced |
| StonePine Asset Management Inc. | 4,679,997 | $408.8M | 2.54% | +163,476+3.6% | Added |
| BLS Capital Fondsmaeglerselskab A/S | 4,678,538 | $408.7M | 13.85% | +225,913+5.1% | Added |
| Northern Trust Corp | 4,095,529 | $357.7M | 0.05% | −195,122−4.5% | Reduced |
| Van Eck Associates Corp | 4,002,589 | $349.6M | 0.29% | +1,979,819+97.9% | Added |
| Invesco Ltd. | 3,904,596 | $341.1M | 0.03% | −106,349−2.7% | Reduced |
| Wellington Management Group LLP | 3,612,811 | $315.6M | 0.06% | +83,626+2.4% | Added |
| Marshall Wace, LLP | 3,252,137 | $284.1M | 0.27% | +183,856+6.0% | Added |
| Fundsmith LLPSuperinvestorFundsmith | 3,112,380 | $271.9M | 1.59% | −2,706,771−46.5% | Reduced |
| Bank of America Corp | 3,080,690 | $269.1M | 0.02% | +84,476+2.8% | Added |
| D. E. Shaw & Co., Inc. | 3,055,498 | $266.9M | 0.20% | −602,800−16.5% | Reduced |
| UBS Asset Management Americas Inc | 2,991,869 | $261.3M | 0.06% | −266,472−8.2% | Reduced |
| CIBC Private Wealth Group, LLC | 2,850,031 | $249.0M | 0.42% | −40,451−1.4% | Reduced |
| Capital Research Global Investors | 2,843,926 | $248.4M | 0.05% | +18,189+0.6% | Added |
| Canoe Financial LP | 2,787,870 | $243.5M | 3.31% | +375,914+15.6% | Added |
| Bank of New York Mellon Corp | 2,737,498 | $239.1M | 0.04% | −262,954−8.8% | Reduced |
| Legal & General Group Plc | 2,732,214 | $238.7M | 0.05% | −171,005−5.9% | Reduced |
| FMR LLC | 2,684,676 | $234.5M | 0.01% | +638,714+31.2% | Added |
| Sarasin & Partners LLP | 2,534,579 | $221.4M | 2.30% | −1,076,225−29.8% | Reduced |
| Millennium Management LLC | 2,387,466 | $208.5M | 0.15% | +2,179,314+1,047.0% | Added |
| Charles Schwab Investment Management Inc | 2,372,894 | $207.3M | 0.03% | +8,425+0.4% | Added |
| Nomura Asset Management International Inc. | 2,353,875 | $205.6M | 0.31% | +2,353,875 | New |
| Schroder Investment Management Group | 2,278,289 | $200.5M | 0.15% | −79,913−3.4% | Reduced |
| AQR Capital Management LLC | 2,287,785 | $199.8M | 0.10% | −308,570−11.9% | Reduced |
| Goldman Sachs Group Inc | 2,287,206 | $199.8M | 0.03% | +358,387+18.6% | Added |
| Squarepoint Ops LLC | 2,152,096 | $188.0M | 0.38% | +122,001+6.0% | Added |
| Guinness Asset Management LTD | 2,118,941 | $186.3M | 3.02% | +206,786+10.8% | Added |
| Primecap Management Co | 2,092,661 | $182.8M | 0.14% | −281,960−11.9% | Reduced |
| Amundi | 2,017,423 | $176.2M | 0.05% | +375,122+22.8% | Added |
| UBS Group AG | 1,913,031 | $167.1M | 0.03% | −73,873−3.7% | Reduced |
| Dimensional Fund Advisors LP | 1,885,476 | $164.7M | 0.03% | +10,843+0.6% | Added |
| London Co of Virginia | 1,845,843 | $161.2M | 0.93% | −125,007−6.3% | Reduced |
| Deutsche Bank AG | 1,840,511 | $160.8M | 0.05% | +281,015+18.0% | Added |
| USS Investment Management Ltd | 1,701,985 | $148.7M | 0.74% | +156,524+10.1% | Added |
| Qube Research & Technologies Ltd | 1,489,234 | $130.1M | 0.19% | +1,278,401+606.4% | Added |
| Russell Investments Group, Ltd. | 1,411,371 | $123.3M | 0.13% | −261,995−15.7% | Reduced |
| Voloridge Investment Management, LLC | 1,351,489 | $118.1M | 0.41% | +168,212+14.2% | Added |
| Lazard Freres Gestion S.A.S. | 1,309,160 | $114.4M | 2.06% | +235,316+21.9% | Added |
| Renaissance Technologies LLC | 1,296,600 | $113.3M | 0.18% | +759,700+141.5% | Added |
| Man Group plc | 1,271,232 | $111.0M | 0.21% | +565,908+80.2% | Added |
| Jacobs Levy Equity Management, Inc | 1,259,381 | $110.0M | 0.42% | +26,651+2.2% | Added |
| Fundsmith Investment Services Ltd. | 1,251,513 | $109.3M | 2.00% | −392,590−23.9% | Reduced |
| Brown Brothers Harriman & Co | 1,215,939 | $106.2M | 0.58% | −486,646−28.6% | Reduced |
| Assenagon Asset Management S.A. | 1,201,675 | $105.0M | 0.16% | +646,771+116.6% | Added |
| Barclays PLC | 1,148,833 | $100.4M | 0.04% | +91,244+8.6% | Added |
| Scharf Investments, LLC | 1,145,040 | $100.0M | 2.69% | +344,439+43.0% | Added |
| Clearbridge Investments, LLC | 1,115,251 | $97.4M | 0.08% | −35,208−3.1% | Reduced |
| Swiss National Bank | 1,075,643 | $94.0M | 0.06% | −62,100−5.5% | Reduced |
| Bank of Montreal | 1,073,936 | $93.8M | 0.04% | +768,859+252.0% | Added |
| Independent Franchise Partners LLP | 1,064,149 | $93.0M | 0.59% | −34,347−3.1% | Reduced |
| Worldquant Millennium Advisors LLC | 1,043,723 | $91.2M | 0.35% | +1,043,723 | New |
| Citigroup Inc | 1,041,256 | $91.0M | 0.06% | +337,650+48.0% | Added |
| Royal Bank of Canada | 997,058 | $87.1M | 0.02% | +20,169+2.1% | Added |
| Pictet Asset Management Holding SA | 942,173 | $82.3M | 0.08% | +39,389+4.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 882,867 | $77.1M | 0.05% | −30,883−3.4% | Reduced |
| HSBC Holdings PLC | 870,045 | $76.0M | 0.04% | +164,978+23.4% | Added |
| Citadel Advisors LLC | 867,957 | $75.8M | 0.05% | −255,152−22.7% | Reduced |
| Nuveen, LLC | 859,277 | $75.1M | 0.02% | −85,398−9.0% | Reduced |
| Victory Capital Management Inc | 821,901 | $71.8M | 0.04% | −7,878−0.9% | Reduced |
| Rhumbline Advisers | 791,782 | $69.2M | 0.06% | −22,812−2.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 764,756 | $66.8M | 0.08% | +686,252+874.2% | Added |
| FIFTHDELTA Ltd | 761,132 | $66.5M | 13.97% | +309,954+68.7% | Added |
| Gates Capital Management, Inc. | 757,971 | $66.2M | 2.30% | −355,864−31.9% | Reduced |
| Engineers Gate Manager LP | 727,362 | $63.5M | 0.75% | +630,915+654.2% | Added |
| Arrowstreet Capital, Limited Partnership | 724,056 | $63.2M | 0.04% | +136,431+23.2% | Added |
| ExodusPoint Capital Management, LP | 718,853 | $62.8M | 0.70% | +208,755+40.9% | Added |
| California Public Employees Retirement System | 704,873 | $61.6M | 0.04% | +4,604+0.7% | Added |
| HighTower Advisors, LLC | 703,183 | $61.4M | 0.07% | −40,526−5.4% | Reduced |
| California State Teachers Retirement System | 643,824 | $56.2M | 0.06% | −23,716−3.6% | Reduced |
| GFI Investment Counsel Ltd. | 641,041 | $56.0M | 5.97% | −4,498−0.7% | Reduced |
| Fisher Asset Management, LLC | 624,003 | $54.5M | 0.02% | −24,864−3.8% | Reduced |
| National Pension Service | 616,139 | $53.8M | 0.04% | −18,752−3.0% | Reduced |
| Canada Pension Plan Investment Board | 598,960 | $52.3M | 0.03% | −152,073−20.2% | Reduced |
| Clean Energy Transition LLP | 595,603 | $52.0M | 4.34% | −74,066−11.1% | Reduced |
| Price T Rowe Associates Inc | 592,015 | $51.7M | 0.01% | −7,942−1.3% | Reduced |
| Wells Fargo & Company | 591,489 | $51.7M | 0.01% | −35,550−5.7% | Reduced |
| BNP Paribas Arbitrage, SA | 586,696 | $51.2M | 0.03% | +92,593+18.7% | Added |
| Two Sigma Investments, LP | 574,145 | $50.2M | 0.07% | −256,442−30.9% | Reduced |
| Neuberger Berman Group LLC | 564,428 | $49.3M | 0.04% | −25,847−4.4% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 557,404 | $49.1M | 0.14% | +557,404 | New |
| Anchor Capital Advisors LLC | 543,862 | $47.5M | 1.38% | −18,135−3.2% | Reduced |
| Great Lakes Advisors, LLC | 533,611 | $46.6M | 0.38% | +180,433+51.1% | Added |
| HRT Financial LP | 531,408 | $46.4M | 0.15% | +136,238+34.5% | Added |
| SEI Investments Co | 521,349 | $45.5M | 0.04% | +112,316+27.5% | Added |
| Artisan Partners Limited Partnership | 511,875 | $44.7M | 0.07% | −48,166−8.6% | Reduced |
| SG Americas Securities, LLC | 499,177 | $43.6M | 0.06% | +495,166+12,345.2% | Added |
| First Trust Advisors LP | 492,885 | $43.1M | 0.03% | −21,634−4.2% | Reduced |
| Jump Financial, LLC | 477,835 | $41.7M | 0.52% | +232,816+95.0% | Added |
| Railway Pension Investments Ltd | 470,100 | $41.1M | 0.48% | 00.0% | Unchanged |