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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 462,228 | $40.4M | 0.10% | +39,828+9.4% | Added |
| Allianz Asset Management GmbH | 459,107 | $40.1M | 0.05% | +277,998+153.5% | Added |
| J. Stern & Co. LLP | 38,619,968 | $38.6M | 3.29% | +38,178,808+8,654.2% | Added |
| Ameriprise Financial Inc | 441,295 | $38.5M | 0.01% | +56,933+14.8% | Added |
| Capital Fund Management S.A. | 440,248 | $38.5M | 0.36% | +145,527+49.4% | Added |
| Principal Financial Group Inc | 437,199 | $38.2M | 0.02% | +5,326+1.2% | Added |
| Storebrand Asset Management AS | 437,107 | $38.2M | 0.10% | −28,262−6.1% | Reduced |
| Ilex Capital Partners (UK) LLP | 436,749 | $38.2M | 1.08% | +436,749 | New |
| Envestnet Asset Management Inc | 415,083 | $36.3M | 0.01% | −31,055−7.0% | Reduced |
| Great West Life Assurance Co | 410,310 | $35.9M | 0.06% | −178,982−30.4% | Reduced |
| Sone Capital Management, LLC | 395,648 | $34.6M | 2.80% | +395,648 | New |
| Rathbone Brothers plc | 391,191 | $34.2M | 0.13% | −50,839−11.5% | Reduced |
| Toroso Investments, LLC | 372,554 | $32.5M | 0.14% | +133,243+55.7% | Added |
| J. Safra Sarasin Holding AG | 361,173 | $31.5M | 0.51% | −6,856−1.9% | Reduced |
| The PNC Financial Services Group, Inc. | 352,100 | $30.8M | 0.02% | −18,893−5.1% | Reduced |
| National Bank of Canada | 348,544 | $30.4M | 0.03% | +38,218+12.3% | Added |
| State Board of Administration of Florida Retirement System | 344,873 | $30.1M | 0.05% | −34,094−9.0% | Reduced |
| Korea Investment CORP | 339,254 | $29.6M | 0.06% | +86,514+34.2% | Added |
| Natixis Advisors, L.P. | 332,179 | $29.0M | 0.04% | −44,242−11.8% | Reduced |
| Boston Partners | 328,445 | $28.7M | 0.03% | +302,898+1,185.6% | Added |
| Fayez Sarofim & Co | 328,353 | $28.7M | 0.07% | −774,765−70.2% | Reduced |
| Standard Life Aberdeen plc | 326,398 | $28.5M | 0.04% | −7,078−2.1% | Reduced |
| Aviva PLC | 317,808 | $27.8M | 0.05% | +1,254+0.4% | Added |
| Manufacturers Life Insurance Company, The | 305,617 | $26.7M | 0.02% | −3,056−1.0% | Reduced |
| Cerity Partners LLC | 294,623 | $25.7M | 0.04% | −120,430−29.0% | Reduced |
| UniSuper Management Pty Ltd | 289,881 | $25.3M | 0.15% | −2,116−0.7% | Reduced |
| Davidson Investment Advisors | 288,568 | $25.2M | 1.05% | +650+0.2% | Added |
| New York State Teachers Retirement System | 287,360 | $25.1M | 0.05% | −213−0.1% | Reduced |
| KBC Group NV | 276,146 | $24.1M | 0.06% | +11,176+4.2% | Added |
| KLP Kapitalforvaltning AS | 266,442 | $23.3M | 0.09% | +700+0.3% | Added |
| Raymond James Financial Inc | 265,827 | $23.2M | 0.01% | −2,622−1.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 253,407 | $22.1M | 0.01% | −2,855,247−91.8% | Reduced |
| ING Groep NV | 250,365 | $21.9M | 0.13% | +159,627+175.9% | Added |
| LPL Financial LLC | 249,215 | $21.8M | 0.01% | +30,539+14.0% | Added |
| Swedbank AB | 248,202 | $21.7M | 0.02% | +1,249+0.5% | Added |
| Pinebridge Investments LLC | 246,640 | $21.5M | 0.16% | +246,640 | New |
| Welch & Forbes LLC | 246,580 | $21.5M | 0.26% | −5,358−2.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 242,819 | $21.3M | 0.03% | +6,065+2.6% | Added |
| Carnegie Capital Asset Management, LLC | 240,022 | $21.0M | 0.39% | +5,654+2.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 239,993 | $21.0M | 0.05% | +73,609+44.2% | Added |
| Toronto Dominion Bank | 235,412 | $20.6M | 0.04% | +25,876+12.3% | Added |
| Creative Planning | 234,963 | $20.5M | 0.01% | +52,946+29.1% | Added |
| Credit Agricole S A | 232,240 | $20.3M | 0.06% | +18,366+8.6% | Added |
| New York State Common Retirement Fund | 230,506 | $20.1M | 0.03% | −2,500−1.1% | Reduced |
| Trexquant Investment LP | 227,301 | $19.9M | 0.18% | +125,630+123.6% | Added |
| Danske Bank A/S | 225,994 | $19.7M | 0.05% | +26,500+13.3% | Added |
| Bridgewater Associates, LP | 225,193 | $19.7M | 0.07% | +121,344+116.8% | Added |
| Prudential Financial Inc | 218,962 | $19.1M | 0.02% | −7,896−3.5% | Reduced |
| Quantbot Technologies LP | 213,252 | $18.6M | 0.62% | +56,945+36.4% | Added |
| TD Asset Management Inc | 212,072 | $18.5M | 0.01% | +24,400+13.0% | Added |
| State of Wisconsin Investment Board | 211,862 | $18.5M | 0.04% | −3,732−1.7% | Reduced |
| APG Asset Management N.V. | 240,875 | $17.9M | 0.05% | −27,512−10.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 200,545 | $17.5M | 0.05% | −1,039−0.5% | Reduced |
| CIBC Asset Management Inc | 199,893 | $17.5M | 0.04% | +37,656+23.2% | Added |
| Handelsbanken Fonder AB | 198,352 | $17.3M | 0.05% | −27,130−12.0% | Reduced |
| Jane Street Group, LLC | 193,211 | $16.9M | 0.02% | −9,986−4.9% | Reduced |
| Royal London Asset Management Ltd | 191,113 | $16.7M | 0.04% | −572−0.3% | Reduced |
| Erste Asset Management GmbH | 188,083 | $16.5M | 0.14% | +60,565+47.5% | Added |
| DekaBank Deutsche Girozentrale | 158,568 | $16.1M | 0.03% | 00.0% | Unchanged |
| Coerente Capital Management | 180,066 | $15.7M | 2.87% | +18,038+11.1% | Added |
| Walleye Capital LLC | 179,268 | $15.7M | 0.09% | −107,181−37.4% | Reduced |
| Alberta Investment Management Corp | 170,600 | $14.9M | 0.09% | +52,200+44.1% | Added |
| Kempen Capital Management N.V. | 170,144 | $14.9M | 0.13% | −14,513−7.9% | Reduced |
| Asset Management One Co.,Ltd. | 165,840 | $14.6M | 0.04% | −1,408−0.8% | Reduced |
| Quintet Private Bank (Europe) S.A. | 164,060 | $14.3M | 0.83% | −3,251−1.9% | Reduced |
| Andra AP-fonden | 163,834 | $14.3M | 0.18% | −124,900−43.3% | Reduced |
| Treasurer of the State of North Carolina | 163,493 | $14.3M | 0.05% | −14,187−8.0% | Reduced |
| First Eagle Investment Management, LLC | 162,639 | $14.2M | 0.03% | +18,940+13.2% | Added |
| Twinbeech Capital LP | 157,876 | $13.8M | 0.98% | +154,993+5,376.1% | Added |
| Gotham Asset Management, LLC | 155,797 | $13.6M | 0.05% | +66,775+75.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 151,246 | $13.6M | 0.02% | −6,585−4.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 152,360 | $13.3M | 0.08% | +4,260+2.9% | Added |
| Rockefeller Capital Management L.P. | 152,117 | $13.3M | 0.02% | −9,229−5.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 150,923 | $13.2M | 1.27% | −3,918−2.5% | Reduced |
| Varma Mutual Pension Insurance Co | 150,642 | $13.2M | 0.08% | +22,400+17.5% | Added |
| CI Private Wealth, LLC | 149,430 | $13.1M | 0.02% | +18,539+14.2% | Added |
| Illinois Municipal Retirement Fund | 148,742 | $13.0M | 0.16% | −31,471−17.5% | Reduced |
| M&T Bank Corp | 148,063 | $12.9M | 0.04% | −5,022−3.3% | Reduced |
| US Bancorp | 147,946 | $12.9M | 0.02% | −4,916−3.2% | Reduced |
| Point72 Asset Management, L.P. | 147,019 | $12.8M | 0.02% | +124,556+554.5% | Added |
| Clarkston Capital Partners, LLC | 144,554 | $12.6M | 0.29% | −13,144−8.3% | Reduced |
| Mill Capital Management, LLC | 143,837 | $12.6M | 0.91% | +914+0.6% | Added |
| Quantinno Capital Management LP | 143,120 | $12.5M | 0.03% | +54,538+61.6% | Added |
| DnB Asset Management AS | 141,563 | $12.4M | 0.04% | −7,516−5.0% | Reduced |
| AdviceOne Advisory Services, LLC | 140,483 | $12.3M | 7.25% | −1,688−1.2% | Reduced |
| Teacher Retirement System of Texas | 139,535 | $12.2M | 0.04% | −6,780−4.6% | Reduced |
| Albar Capital Partners LLP | 135,346 | $11.8M | 2.80% | +96,562+249.0% | Added |
| Mariner, LLC | 134,219 | $11.7M | 0.01% | +30,541+29.5% | Added |
| Robeco Institutional Asset Management B.V. | 133,529 | $11.7M | 0.02% | +44,272+49.6% | Added |
| State of New Jersey Common Pension Fund D | 132,890 | $11.6M | 0.04% | −3,049−2.2% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 132,789 | $11.6M | 0.06% | −809−0.6% | Reduced |
| Nomura Asset Management Co Ltd | 129,918 | $11.3M | 0.03% | −356−0.3% | Reduced |
| Balyasny Asset Management LLC | 129,351 | $11.3M | 0.02% | −517,341−80.0% | Reduced |
| Factory Mutual Insurance Co | 128,800 | $11.3M | 0.11% | −2,000−1.5% | Reduced |
| Qsemble Capital Management, LP | 128,140 | $11.2M | 0.93% | +128,140 | New |
| BCV Asset Management Inc. | 122,668 | $11.0M | 0.28% | +122,668 | New |
| Allied Investment Advisors, LLC | 124,478 | $10.9M | 1.68% | +5,717+4.8% | Added |
| Aquatic Capital Management LLC | 124,007 | $10.8M | 0.31% | −98,206−44.2% | Reduced |
| Brown Advisory Inc | 121,184 | $10.6M | 0.01% | −9,493−7.3% | Reduced |
| Foyston, Gordon, & Payne Inc | 120,989 | $10.6M | 2.30% | +13,946+13.0% | Added |