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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 107,751 | $9.41M | 0.01% | −32,837−23.4% | Reduced |
| Baldwin Brothers Inc | 108,400 | $9.47M | 0.61% | −6,578−5.7% | Reduced |
| Moran Wealth Management, LLC | 109,585 | $9.57M | 0.29% | −401−0.4% | Reduced |
| Bank of Nova Scotia | 113,211 | $9.89M | 0.01% | +60,185+113.5% | Added |
| Natixis | 113,722 | $9.93M | 0.04% | +15,810+16.1% | Added |
| BLI - Banque de Luxembourg Investments | 113,377 | $9.98M | 0.29% | −3,523−3.0% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $10.0M | 0.08% | 00.0% | Unchanged |
| Colony Group, LLC | 116,743 | $10.2M | 0.01% | +58,524+100.5% | Added |
| Public Employees Retirement System of Ohio | 117,451 | $10.3M | 0.03% | −6,007−4.9% | Reduced |
| Resona Asset Management Co.,Ltd. | 118,893 | $10.4M | 0.05% | −5,290−4.3% | Reduced |
| Lighthouse Investment Partners, LLC | 119,875 | $10.5M | 0.35% | +71,631+148.5% | Added |
| Foyston, Gordon, & Payne Inc | 120,989 | $10.6M | 2.30% | +13,946+13.0% | Added |
| Brown Advisory Inc | 121,184 | $10.6M | 0.01% | −9,493−7.3% | Reduced |
| Aquatic Capital Management LLC | 124,007 | $10.8M | 0.31% | −98,206−44.2% | Reduced |
| Allied Investment Advisors, LLC | 124,478 | $10.9M | 1.68% | +5,717+4.8% | Added |
| BCV Asset Management Inc. | 122,668 | $11.0M | 0.28% | +122,668 | New |
| Qsemble Capital Management, LP | 128,140 | $11.2M | 0.93% | +128,140 | New |
| Factory Mutual Insurance Co | 128,800 | $11.3M | 0.11% | −2,000−1.5% | Reduced |
| Balyasny Asset Management LLC | 129,351 | $11.3M | 0.02% | −517,341−80.0% | Reduced |
| Nomura Asset Management Co Ltd | 129,918 | $11.3M | 0.03% | −356−0.3% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 132,789 | $11.6M | 0.06% | −809−0.6% | Reduced |
| State of New Jersey Common Pension Fund D | 132,890 | $11.6M | 0.04% | −3,049−2.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 133,529 | $11.7M | 0.02% | +44,272+49.6% | Added |
| Mariner, LLC | 134,219 | $11.7M | 0.01% | +30,541+29.5% | Added |
| Albar Capital Partners LLP | 135,346 | $11.8M | 2.80% | +96,562+249.0% | Added |
| Teacher Retirement System of Texas | 139,535 | $12.2M | 0.04% | −6,780−4.6% | Reduced |
| AdviceOne Advisory Services, LLC | 140,483 | $12.3M | 7.25% | −1,688−1.2% | Reduced |
| DnB Asset Management AS | 141,563 | $12.4M | 0.04% | −7,516−5.0% | Reduced |
| Quantinno Capital Management LP | 143,120 | $12.5M | 0.03% | +54,538+61.6% | Added |
| Mill Capital Management, LLC | 143,837 | $12.6M | 0.91% | +914+0.6% | Added |
| Clarkston Capital Partners, LLC | 144,554 | $12.6M | 0.29% | −13,144−8.3% | Reduced |
| Point72 Asset Management, L.P. | 147,019 | $12.8M | 0.02% | +124,556+554.5% | Added |
| US Bancorp | 147,946 | $12.9M | 0.02% | −4,916−3.2% | Reduced |
| M&T Bank Corp | 148,063 | $12.9M | 0.04% | −5,022−3.3% | Reduced |
| Illinois Municipal Retirement Fund | 148,742 | $13.0M | 0.16% | −31,471−17.5% | Reduced |
| CI Private Wealth, LLC | 149,430 | $13.1M | 0.02% | +18,539+14.2% | Added |
| Varma Mutual Pension Insurance Co | 150,642 | $13.2M | 0.08% | +22,400+17.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 150,923 | $13.2M | 1.27% | −3,918−2.5% | Reduced |
| Rockefeller Capital Management L.P. | 152,117 | $13.3M | 0.02% | −9,229−5.7% | Reduced |
| Mn Services Vermogensbeheer B.V. | 152,360 | $13.3M | 0.08% | +4,260+2.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 151,246 | $13.6M | 0.02% | −6,585−4.2% | Reduced |
| Gotham Asset Management, LLC | 155,797 | $13.6M | 0.05% | +66,775+75.0% | Added |
| Twinbeech Capital LP | 157,876 | $13.8M | 0.98% | +154,993+5,376.1% | Added |
| First Eagle Investment Management, LLC | 162,639 | $14.2M | 0.03% | +18,940+13.2% | Added |
| Treasurer of the State of North Carolina | 163,493 | $14.3M | 0.05% | −14,187−8.0% | Reduced |
| Andra AP-fonden | 163,834 | $14.3M | 0.18% | −124,900−43.3% | Reduced |
| Quintet Private Bank (Europe) S.A. | 164,060 | $14.3M | 0.83% | −3,251−1.9% | Reduced |
| Asset Management One Co.,Ltd. | 165,840 | $14.6M | 0.04% | −1,408−0.8% | Reduced |
| Kempen Capital Management N.V. | 170,144 | $14.9M | 0.13% | −14,513−7.9% | Reduced |
| Alberta Investment Management Corp | 170,600 | $14.9M | 0.09% | +52,200+44.1% | Added |
| Walleye Capital LLC | 179,268 | $15.7M | 0.09% | −107,181−37.4% | Reduced |
| Coerente Capital Management | 180,066 | $15.7M | 2.87% | +18,038+11.1% | Added |
| DekaBank Deutsche Girozentrale | 158,568 | $16.1M | 0.03% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 188,083 | $16.5M | 0.14% | +60,565+47.5% | Added |
| Royal London Asset Management Ltd | 191,113 | $16.7M | 0.04% | −572−0.3% | Reduced |
| Jane Street Group, LLC | 193,211 | $16.9M | 0.02% | −9,986−4.9% | Reduced |
| Handelsbanken Fonder AB | 198,352 | $17.3M | 0.05% | −27,130−12.0% | Reduced |
| CIBC Asset Management Inc | 199,893 | $17.5M | 0.04% | +37,656+23.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 200,545 | $17.5M | 0.05% | −1,039−0.5% | Reduced |
| APG Asset Management N.V. | 240,875 | $17.9M | 0.05% | −27,512−10.3% | Reduced |
| State of Wisconsin Investment Board | 211,862 | $18.5M | 0.04% | −3,732−1.7% | Reduced |
| TD Asset Management Inc | 212,072 | $18.5M | 0.01% | +24,400+13.0% | Added |
| Quantbot Technologies LP | 213,252 | $18.6M | 0.62% | +56,945+36.4% | Added |
| Prudential Financial Inc | 218,962 | $19.1M | 0.02% | −7,896−3.5% | Reduced |
| Bridgewater Associates, LP | 225,193 | $19.7M | 0.07% | +121,344+116.8% | Added |
| Danske Bank A/S | 225,994 | $19.7M | 0.05% | +26,500+13.3% | Added |
| Trexquant Investment LP | 227,301 | $19.9M | 0.18% | +125,630+123.6% | Added |
| New York State Common Retirement Fund | 230,506 | $20.1M | 0.03% | −2,500−1.1% | Reduced |
| Credit Agricole S A | 232,240 | $20.3M | 0.06% | +18,366+8.6% | Added |
| Creative Planning | 234,963 | $20.5M | 0.01% | +52,946+29.1% | Added |
| Toronto Dominion Bank | 235,412 | $20.6M | 0.04% | +25,876+12.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 239,993 | $21.0M | 0.05% | +73,609+44.2% | Added |
| Carnegie Capital Asset Management, LLC | 240,022 | $21.0M | 0.39% | +5,654+2.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 242,819 | $21.3M | 0.03% | +6,065+2.6% | Added |
| Welch & Forbes LLC | 246,580 | $21.5M | 0.26% | −5,358−2.1% | Reduced |
| Pinebridge Investments LLC | 246,640 | $21.5M | 0.16% | +246,640 | New |
| Swedbank AB | 248,202 | $21.7M | 0.02% | +1,249+0.5% | Added |
| LPL Financial LLC | 249,215 | $21.8M | 0.01% | +30,539+14.0% | Added |
| ING Groep NV | 250,365 | $21.9M | 0.13% | +159,627+175.9% | Added |
| T. Rowe Price Investment Management, Inc. | 253,407 | $22.1M | 0.01% | −2,855,247−91.8% | Reduced |
| Raymond James Financial Inc | 265,827 | $23.2M | 0.01% | −2,622−1.0% | Reduced |
| KLP Kapitalforvaltning AS | 266,442 | $23.3M | 0.09% | +700+0.3% | Added |
| KBC Group NV | 276,146 | $24.1M | 0.06% | +11,176+4.2% | Added |
| New York State Teachers Retirement System | 287,360 | $25.1M | 0.05% | −213−0.1% | Reduced |
| Davidson Investment Advisors | 288,568 | $25.2M | 1.05% | +650+0.2% | Added |
| UniSuper Management Pty Ltd | 289,881 | $25.3M | 0.15% | −2,116−0.7% | Reduced |
| Cerity Partners LLC | 294,623 | $25.7M | 0.04% | −120,430−29.0% | Reduced |
| Manufacturers Life Insurance Company, The | 305,617 | $26.7M | 0.02% | −3,056−1.0% | Reduced |
| Aviva PLC | 317,808 | $27.8M | 0.05% | +1,254+0.4% | Added |
| Standard Life Aberdeen plc | 326,398 | $28.5M | 0.04% | −7,078−2.1% | Reduced |
| Fayez Sarofim & Co | 328,353 | $28.7M | 0.07% | −774,765−70.2% | Reduced |
| Boston Partners | 328,445 | $28.7M | 0.03% | +302,898+1,185.6% | Added |
| Natixis Advisors, L.P. | 332,179 | $29.0M | 0.04% | −44,242−11.8% | Reduced |
| Korea Investment CORP | 339,254 | $29.6M | 0.06% | +86,514+34.2% | Added |
| State Board of Administration of Florida Retirement System | 344,873 | $30.1M | 0.05% | −34,094−9.0% | Reduced |
| National Bank of Canada | 348,544 | $30.4M | 0.03% | +38,218+12.3% | Added |
| The PNC Financial Services Group, Inc. | 352,100 | $30.8M | 0.02% | −18,893−5.1% | Reduced |
| J. Safra Sarasin Holding AG | 361,173 | $31.5M | 0.51% | −6,856−1.9% | Reduced |
| Toroso Investments, LLC | 372,554 | $32.5M | 0.14% | +133,243+55.7% | Added |
| Rathbone Brothers plc | 391,191 | $34.2M | 0.13% | −50,839−11.5% | Reduced |