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 |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 51,077 | $4.49M | 0.01% | −126,796−71.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 51,484 | $4.50M | 0.04% | +755+1.5% | Added |
| Gateway Investment Advisers LLC | 51,652 | $4.51M | 0.04% | +1,347+2.7% | Added |
| Banque Pictet & Cie SA | 51,657 | $4.51M | 0.05% | −6,451−11.1% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 51,745 | $4.52M | 0.26% | −1,493−2.8% | Reduced |
| OP Asset Management Ltd | 52,070 | $4.55M | 0.06% | +7,247+16.2% | Added |
| D.A. Davidson & Co. | 52,074 | $4.55M | 0.03% | −1,977−3.7% | Reduced |
| Rakuten Investment Management, Inc. | 52,035 | $4.58M | 0.02% | +51,699+15,386.6% | Added |
| MML Investors Services, LLC | 52,873 | $4.62M | 0.01% | +914+1.8% | Added |
| BNP Paribas | 53,108 | $4.65M | 0.13% | +2,832+5.6% | Added |
| Keybank National Association | 53,582 | $4.68M | 0.02% | −1,481−2.7% | Reduced |
| Groupe la Francaise | 53,900 | $4.71M | 0.07% | +1,610+3.1% | Added |
| Janus Henderson Group PLC | 55,161 | $4.82M | 0.00% | +770+1.4% | Added |
| Caisse des Depots Et Consignations | 55,325 | $4.83M | 0.11% | 00.0% | Unchanged |
| Macquarie Group Ltd | 55,630 | $4.86M | 0.02% | −1,210,193−95.6% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 56,143 | $4.90M | 0.04% | +56,143 | New |
| HM Payson & Co | 56,221 | $4.91M | 0.07% | −9,505−14.5% | Reduced |
| New York Life Investment Management LLC | 56,561 | $4.94M | 0.04% | −630−1.1% | Reduced |
| Prudential PLC | 57,011 | $4.98M | 0.04% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 57,503 | $5.02M | 0.24% | +57,503 | New |
| MAI Capital Management | 58,154 | $5.08M | 0.03% | −2,469−4.1% | Reduced |
| NEOS Investment Management LLC | 58,251 | $5.09M | 0.03% | +9,900+20.5% | Added |
| Los Angeles Capital Management LLC | 55,495 | $5.13M | 0.02% | −114,164−67.3% | Reduced |
| Graybill Bartz & Assoc Ltd | 58,951 | $5.15M | 1.52% | +3,138+5.6% | Added |
| CIBC World Markets Corp | 59,050 | $5.16M | 0.03% | +59,050 | New |
| Commerce Bank | 59,241 | $5.17M | 0.03% | −1,015−1.7% | Reduced |
| Swiss Life Asset Management Ltd | 59,442 | $5.19M | 0.03% | +2,786+4.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 60,309 | $5.27M | 0.04% | −3,266−5.1% | Reduced |
| Janney Montgomery Scott LLC | 60,774 | $5.31M | 0.01% | −2,045−3.3% | Reduced |
| Xponance, Inc. | 60,779 | $5.31M | 0.04% | +2,547+4.4% | Added |
| Amiral Gestion | 61,731 | $5.39M | 1.98% | +61,731 | New |
| Louisbourg Investments Inc. | 76,277 | $5.40M | 1.08% | +17,146+29.0% | Added |
| Occudo Quantitative Strategies LP | 62,234 | $5.44M | 0.36% | +62,234 | New |
| Mercer Global Advisors Inc | 63,417 | $5.54M | 0.01% | +1,983+3.2% | Added |
| Campbell & CO Investment Adviser LLC | 64,553 | $5.64M | 0.27% | +64,553 | New |
| Voleon Capital Management LP | 64,719 | $5.65M | 0.12% | +27,203+72.5% | Added |
| Calamos Advisors LLC | 64,770 | $5.66M | 0.02% | −2,480−3.7% | Reduced |
| Evergreen Capital Management LLC | 64,881 | $5.67M | 0.13% | +6,092+10.4% | Added |
| Achmea Investment Management B.V. | 64,892 | $5.67M | 0.14% | +64,892 | New |
| Utah Retirement Systems | 65,026 | $5.68M | 0.05% | −190−0.3% | Reduced |
| Brevan Howard Capital Management LP | 65,164 | $5.69M | 0.11% | +44,367+213.3% | Added |
| Antipodes Partners Ltd | 65,351 | $5.71M | 0.12% | −6,005−8.4% | Reduced |
| Modera Wealth Management, LLC | 65,656 | $5.74M | 0.07% | −4,054−5.8% | Reduced |
| BTC Capital Management, Inc. | 65,693 | $5.74M | 0.40% | −3,989−5.7% | Reduced |
| Cetera Investment Advisers | 66,353 | $5.80M | 0.01% | +1,846+2.9% | Added |
| Amica Mutual Insurance Co | 66,982 | $5.85M | 0.51% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 68,378 | $5.97M | 0.01% | +11,555+20.3% | Added |
| Lincoln Capital LLC | 68,863 | $6.02M | 1.09% | −1,076−1.5% | Reduced |
| Federated Hermes, Inc. | 69,084 | $6.03M | 0.01% | +791+1.2% | Added |
| British Columbia Investment Management Corp | 69,526 | $6.07M | 0.03% | +12,804+22.6% | Added |
| Delta Asset Management LLC | 69,708 | $6.09M | 0.52% | −581−0.8% | Reduced |
| Candriam Luxembourg S.C.A. | 69,734 | $6.09M | 0.03% | −12,439−15.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 70,131 | $6.13M | 0.02% | +16,583+31.0% | Added |
| Amalgamated Bank | 72,375 | $6.32M | 0.05% | −3,293−4.4% | Reduced |
| Windward Capital Management Co | 73,434 | $6.41M | 0.51% | −2,852−3.7% | Reduced |
| Eurizon Capital SGR S.p.A. | 73,591 | $6.43M | 0.02% | +73,591 | New |
| Comerica Bank | 74,361 | $6.50M | 0.03% | −6,552−8.1% | Reduced |
| CWM, LLC | 75,012 | $6.55M | 0.02% | −8,858−10.6% | Reduced |
| Forsta Ap-Fonden | 76,200 | $6.66M | 0.04% | −69,100−47.6% | Reduced |
| Advisor Group Holdings, Inc. | 76,292 | $6.67M | 0.01% | +4,373+6.1% | Added |
| Nordea Investment Management AB | 76,564 | $6.71M | 0.01% | +5,237+7.3% | Added |
| Elo Mutual Pension Insurance Co | 78,042 | $6.82M | 0.10% | +7,703+11.0% | Added |
| IFM Investors Pty Ltd | 78,506 | $6.86M | 0.06% | +529+0.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 80,824 | $7.06M | 0.06% | −1,800−2.2% | Reduced |
| Galvin, Gaustad & Stein, LLC | 80,892 | $7.07M | 0.55% | −42,755−34.6% | Reduced |
| Bahl & Gaynor Inc | 82,211 | $7.18M | 0.04% | −4,643−5.3% | Reduced |
| Meyer Handelman Co | 82,378 | $7.20M | 0.23% | −2,270−2.7% | Reduced |
| Retirement Systems of Alabama | 82,907 | $7.24M | 0.02% | −815−1.0% | Reduced |
| Stifel Financial Corp | 83,181 | $7.27M | 0.01% | −5,691−6.4% | Reduced |
| Tudor Investment Corp Et Al | 83,437 | $7.29M | 0.04% | +83,437 | New |
| Entropy Technologies, LP | 84,667 | $7.40M | 0.40% | +57,837+215.6% | Added |
| ProShare Advisors LLC | 84,758 | $7.40M | 0.01% | +4,830+6.0% | Added |
| American Century Companies Inc | 85,044 | $7.43M | 0.00% | −224,289−72.5% | Reduced |
| Thrivent Financial for Lutherans | 86,137 | $7.52M | 0.01% | +451+0.5% | Added |
| Numerai GP LLC | 89,286 | $7.80M | 0.94% | +19,513+28.0% | Added |
| Pinnacle Financial Partners, Inc. | 89,691 | $7.83M | 0.06% | +89,691 | New |
| Ieq Capital, LLC | 89,817 | $7.85M | 0.02% | +15,064+20.2% | Added |
| Edgestream Partners, L.P. | 90,100 | $7.87M | 0.22% | +90,100 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 90,650 | $7.92M | 0.04% | −3,598−3.8% | Reduced |
| Daiwa Securities Group Inc. | 90,670 | $7.92M | 0.03% | +18,301+25.3% | Added |
| Federation des caisses Desjardins du Quebec | 92,328 | $8.06M | 0.03% | −7,982−8.0% | Reduced |
| Cloverfields Capital Group, LP | 92,529 | $8.08M | 2.50% | +9,699+11.7% | Added |
| MetLife Investment Management | 93,429 | $8.16M | 0.04% | −3,992−4.1% | Reduced |
| Pictet North America Advisors SA | 94,246 | $8.23M | 0.78% | −4,735−4.8% | Reduced |
| Machina Capital S.A.S. | 95,267 | $8.32M | 1.59% | +33,979+55.4% | Added |
| Winton Group Ltd | 95,504 | $8.34M | 0.29% | +67,804+244.8% | Added |
| Impax Asset Management Group plc | 95,841 | $8.37M | 0.05% | −16,737−14.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 96,914 | $8.47M | 0.03% | −21,162−17.9% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 98,100 | $8.57M | 1.00% | +62,100+172.5% | Added |
| Captrust Financial Advisors | 99,218 | $8.67M | 0.02% | −1,165−1.2% | Reduced |
| Ensign Peak Advisors, Inc | 100,122 | $8.75M | 0.02% | −8,753−8.0% | Reduced |
| Nisa Investment Advisors, LLC | 101,892 | $8.90M | 0.03% | −5,926−5.5% | Reduced |
| State of Michigan Retirement System | 102,007 | $8.91M | 0.04% | −4,100−3.9% | Reduced |
| Czech National Bank | 102,763 | $8.98M | 0.06% | +3,121+3.1% | Added |
| Schonfeld Strategic Advisors LLC | 103,301 | $9.02M | 0.05% | −194,891−65.4% | Reduced |
| Connecticut Wealth Management, LLC | 103,524 | $9.04M | 0.39% | −749−0.7% | Reduced |
| Commonwealth Equity Services, LLC | 105,530 | $9.22M | 0.01% | −28,669−21.4% | Reduced |
| Equitable Trust Co | 107,288 | $9.37M | 0.42% | −33,020−23.5% | Reduced |
| Peapack Gladstone Financial Corp | 107,489 | $9.39M | 0.12% | +1,909+1.8% | Added |
| Arizona State Retirement System | 107,728 | $9.41M | 0.05% | −7,557−6.6% | Reduced |