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 |
|---|---|---|---|---|---|
| Sone Capital Management, LLC | 395,648 | $34.6M | 2.80% | +395,648 | New |
| Great West Life Assurance Co | 410,310 | $35.9M | 0.06% | −178,982−30.4% | Reduced |
| Envestnet Asset Management Inc | 415,083 | $36.3M | 0.01% | −31,055−7.0% | Reduced |
| Ilex Capital Partners (UK) LLP | 436,749 | $38.2M | 1.08% | +436,749 | New |
| Storebrand Asset Management AS | 437,107 | $38.2M | 0.10% | −28,262−6.1% | Reduced |
| Principal Financial Group Inc | 437,199 | $38.2M | 0.02% | +5,326+1.2% | Added |
| Capital Fund Management S.A. | 440,248 | $38.5M | 0.36% | +145,527+49.4% | Added |
| Ameriprise Financial Inc | 441,295 | $38.5M | 0.01% | +56,933+14.8% | Added |
| J. Stern & Co. LLP | 38,619,968 | $38.6M | 3.29% | +38,178,808+8,654.2% | Added |
| Allianz Asset Management GmbH | 459,107 | $40.1M | 0.05% | +277,998+153.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 462,228 | $40.4M | 0.10% | +39,828+9.4% | Added |
| Railway Pension Investments Ltd | 470,100 | $41.1M | 0.48% | 00.0% | Unchanged |
| Jump Financial, LLC | 477,835 | $41.7M | 0.52% | +232,816+95.0% | Added |
| First Trust Advisors LP | 492,885 | $43.1M | 0.03% | −21,634−4.2% | Reduced |
| SG Americas Securities, LLC | 499,177 | $43.6M | 0.06% | +495,166+12,345.2% | Added |
| Artisan Partners Limited Partnership | 511,875 | $44.7M | 0.07% | −48,166−8.6% | Reduced |
| SEI Investments Co | 521,349 | $45.5M | 0.04% | +112,316+27.5% | Added |
| HRT Financial LP | 531,408 | $46.4M | 0.15% | +136,238+34.5% | Added |
| Great Lakes Advisors, LLC | 533,611 | $46.6M | 0.38% | +180,433+51.1% | Added |
| Anchor Capital Advisors LLC | 543,862 | $47.5M | 1.38% | −18,135−3.2% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 557,404 | $49.1M | 0.14% | +557,404 | New |
| Neuberger Berman Group LLC | 564,428 | $49.3M | 0.04% | −25,847−4.4% | Reduced |
| Two Sigma Investments, LP | 574,145 | $50.2M | 0.07% | −256,442−30.9% | Reduced |
| BNP Paribas Arbitrage, SA | 586,696 | $51.2M | 0.03% | +92,593+18.7% | Added |
| Wells Fargo & Company | 591,489 | $51.7M | 0.01% | −35,550−5.7% | Reduced |
| Price T Rowe Associates Inc | 592,015 | $51.7M | 0.01% | −7,942−1.3% | Reduced |
| Clean Energy Transition LLP | 595,603 | $52.0M | 4.34% | −74,066−11.1% | Reduced |
| Canada Pension Plan Investment Board | 598,960 | $52.3M | 0.03% | −152,073−20.2% | Reduced |
| National Pension Service | 616,139 | $53.8M | 0.04% | −18,752−3.0% | Reduced |
| Fisher Asset Management, LLC | 624,003 | $54.5M | 0.02% | −24,864−3.8% | Reduced |
| GFI Investment Counsel Ltd. | 641,041 | $56.0M | 5.97% | −4,498−0.7% | Reduced |
| California State Teachers Retirement System | 643,824 | $56.2M | 0.06% | −23,716−3.6% | Reduced |
| HighTower Advisors, LLC | 703,183 | $61.4M | 0.07% | −40,526−5.4% | Reduced |
| California Public Employees Retirement System | 704,873 | $61.6M | 0.04% | +4,604+0.7% | Added |
| ExodusPoint Capital Management, LP | 718,853 | $62.8M | 0.70% | +208,755+40.9% | Added |
| Arrowstreet Capital, Limited Partnership | 724,056 | $63.2M | 0.04% | +136,431+23.2% | Added |
| Engineers Gate Manager LP | 727,362 | $63.5M | 0.75% | +630,915+654.2% | Added |
| Gates Capital Management, Inc. | 757,971 | $66.2M | 2.30% | −355,864−31.9% | Reduced |
| FIFTHDELTA Ltd | 761,132 | $66.5M | 13.97% | +309,954+68.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 764,756 | $66.8M | 0.08% | +686,252+874.2% | Added |
| Rhumbline Advisers | 791,782 | $69.2M | 0.06% | −22,812−2.8% | Reduced |
| Victory Capital Management Inc | 821,901 | $71.8M | 0.04% | −7,878−0.9% | Reduced |
| Nuveen, LLC | 859,277 | $75.1M | 0.02% | −85,398−9.0% | Reduced |
| Citadel Advisors LLC | 867,957 | $75.8M | 0.05% | −255,152−22.7% | Reduced |
| HSBC Holdings PLC | 870,045 | $76.0M | 0.04% | +164,978+23.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 882,867 | $77.1M | 0.05% | −30,883−3.4% | Reduced |
| Pictet Asset Management Holding SA | 942,173 | $82.3M | 0.08% | +39,389+4.4% | Added |
| Royal Bank of Canada | 997,058 | $87.1M | 0.02% | +20,169+2.1% | Added |
| Citigroup Inc | 1,041,256 | $91.0M | 0.06% | +337,650+48.0% | Added |
| Worldquant Millennium Advisors LLC | 1,043,723 | $91.2M | 0.35% | +1,043,723 | New |
| Independent Franchise Partners LLP | 1,064,149 | $93.0M | 0.59% | −34,347−3.1% | Reduced |
| Bank of Montreal | 1,073,936 | $93.8M | 0.04% | +768,859+252.0% | Added |
| Swiss National Bank | 1,075,643 | $94.0M | 0.06% | −62,100−5.5% | Reduced |
| Clearbridge Investments, LLC | 1,115,251 | $97.4M | 0.08% | −35,208−3.1% | Reduced |
| Scharf Investments, LLC | 1,145,040 | $100.0M | 2.69% | +344,439+43.0% | Added |
| Barclays PLC | 1,148,833 | $100.4M | 0.04% | +91,244+8.6% | Added |
| Assenagon Asset Management S.A. | 1,201,675 | $105.0M | 0.16% | +646,771+116.6% | Added |
| Brown Brothers Harriman & Co | 1,215,939 | $106.2M | 0.58% | −486,646−28.6% | Reduced |
| Fundsmith Investment Services Ltd. | 1,251,513 | $109.3M | 2.00% | −392,590−23.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,259,381 | $110.0M | 0.42% | +26,651+2.2% | Added |
| Man Group plc | 1,271,232 | $111.0M | 0.21% | +565,908+80.2% | Added |
| Renaissance Technologies LLC | 1,296,600 | $113.3M | 0.18% | +759,700+141.5% | Added |
| Lazard Freres Gestion S.A.S. | 1,309,160 | $114.4M | 2.06% | +235,316+21.9% | Added |
| Voloridge Investment Management, LLC | 1,351,489 | $118.1M | 0.41% | +168,212+14.2% | Added |
| Russell Investments Group, Ltd. | 1,411,371 | $123.3M | 0.13% | −261,995−15.7% | Reduced |
| Qube Research & Technologies Ltd | 1,489,234 | $130.1M | 0.19% | +1,278,401+606.4% | Added |
| USS Investment Management Ltd | 1,701,985 | $148.7M | 0.74% | +156,524+10.1% | Added |
| Deutsche Bank AG | 1,840,511 | $160.8M | 0.05% | +281,015+18.0% | Added |
| London Co of Virginia | 1,845,843 | $161.2M | 0.93% | −125,007−6.3% | Reduced |
| Dimensional Fund Advisors LP | 1,885,476 | $164.7M | 0.03% | +10,843+0.6% | Added |
| UBS Group AG | 1,913,031 | $167.1M | 0.03% | −73,873−3.7% | Reduced |
| Amundi | 2,017,423 | $176.2M | 0.05% | +375,122+22.8% | Added |
| Primecap Management Co | 2,092,661 | $182.8M | 0.14% | −281,960−11.9% | Reduced |
| Guinness Asset Management LTD | 2,118,941 | $186.3M | 3.02% | +206,786+10.8% | Added |
| Squarepoint Ops LLC | 2,152,096 | $188.0M | 0.38% | +122,001+6.0% | Added |
| Goldman Sachs Group Inc | 2,287,206 | $199.8M | 0.03% | +358,387+18.6% | Added |
| AQR Capital Management LLC | 2,287,785 | $199.8M | 0.10% | −308,570−11.9% | Reduced |
| Schroder Investment Management Group | 2,278,289 | $200.5M | 0.15% | −79,913−3.4% | Reduced |
| Nomura Asset Management International Inc. | 2,353,875 | $205.6M | 0.31% | +2,353,875 | New |
| Charles Schwab Investment Management Inc | 2,372,894 | $207.3M | 0.03% | +8,425+0.4% | Added |
| Millennium Management LLC | 2,387,466 | $208.5M | 0.15% | +2,179,314+1,047.0% | Added |
| Sarasin & Partners LLP | 2,534,579 | $221.4M | 2.30% | −1,076,225−29.8% | Reduced |
| FMR LLC | 2,684,676 | $234.5M | 0.01% | +638,714+31.2% | Added |
| Legal & General Group Plc | 2,732,214 | $238.7M | 0.05% | −171,005−5.9% | Reduced |
| Bank of New York Mellon Corp | 2,737,498 | $239.1M | 0.04% | −262,954−8.8% | Reduced |
| Canoe Financial LP | 2,787,870 | $243.5M | 3.31% | +375,914+15.6% | Added |
| Capital Research Global Investors | 2,843,926 | $248.4M | 0.05% | +18,189+0.6% | Added |
| CIBC Private Wealth Group, LLC | 2,850,031 | $249.0M | 0.42% | −40,451−1.4% | Reduced |
| UBS Asset Management Americas Inc | 2,991,869 | $261.3M | 0.06% | −266,472−8.2% | Reduced |
| D. E. Shaw & Co., Inc. | 3,055,498 | $266.9M | 0.20% | −602,800−16.5% | Reduced |
| Bank of America Corp | 3,080,690 | $269.1M | 0.02% | +84,476+2.8% | Added |
| Fundsmith LLPSuperinvestorFundsmith | 3,112,380 | $271.9M | 1.59% | −2,706,771−46.5% | Reduced |
| Marshall Wace, LLP | 3,252,137 | $284.1M | 0.27% | +183,856+6.0% | Added |
| Wellington Management Group LLP | 3,612,811 | $315.6M | 0.06% | +83,626+2.4% | Added |
| Invesco Ltd. | 3,904,596 | $341.1M | 0.03% | −106,349−2.7% | Reduced |
| Van Eck Associates Corp | 4,002,589 | $349.6M | 0.29% | +1,979,819+97.9% | Added |
| Northern Trust Corp | 4,095,529 | $357.7M | 0.05% | −195,122−4.5% | Reduced |
| BLS Capital Fondsmaeglerselskab A/S | 4,678,538 | $408.7M | 13.85% | +225,913+5.1% | Added |
| StonePine Asset Management Inc. | 4,679,997 | $408.8M | 2.54% | +163,476+3.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,685,310 | $413.9M | 0.28% | −92,842−1.9% | Reduced |