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, Q1 2026
Institutional positions in Otis Worldwide Corp as of Mar 31, 2026. 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
- 1,245
- −49 vs. Q4 2025
- Shares held
- 344.5M
- +13.2M (+4.0%) vs. Q4 2025
- Total value
- $26.6B
- +$990.1M (+3.9%) vs. Q4 2025
- New holders
- 112
- 393 more added
- Sold out
- 161
- 480 more reduced
17 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 32,220,840 | $2.48B | 0.04% | −1,356,768−4.0% | Reduced |
| Vanguard Capital Management LLC | 25,256,005 | $1.95B | 0.05% | +25,256,005 | New |
| Vanguard Portfolio Management LLC | 19,701,892 | $1.52B | 0.08% | +19,701,892 | New |
| State Street Corp | 16,201,503 | $1.25B | 0.04% | +73,306+0.5% | Added |
| Morgan Stanley | 12,959,312 | $998.9M | 0.06% | +284,245+2.2% | Added |
| Geode Capital Management, LLC | 12,451,330 | $964.0M | 0.06% | +1,663,105+15.4% | Added |
| Franklin Resources Inc | 11,520,956 | $888.0M | 0.22% | +3,678,803+46.9% | Added |
| Price T Rowe Associates Inc | 8,839,030 | $681.3M | 0.08% | +8,247,015+1,393.0% | Added |
| FMR LLC | 7,979,132 | $615.0M | 0.03% | +5,294,456+197.2% | Added |
| Massachusetts Financial Services Co | 7,600,270 | $597.7M | 0.20% | +757,201+11.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,892,021 | $454.2M | 0.30% | +1,206,711+25.8% | Added |
| Fiera Capital Corp | 4,866,896 | $375.1M | 1.28% | −153,156−3.1% | Reduced |
| StonePine Asset Management Inc. | 4,493,882 | $346.4M | 2.43% | −186,115−4.0% | Reduced |
| BLS Capital Fondsmaeglerselskab A/S | 4,388,045 | $338.2M | 11.51% | −290,493−6.2% | Reduced |
| Alliancebernstein L.P. | 3,825,492 | $334.2M | 0.11% | −11,360,666−74.8% | Reduced |
| Northern Trust Corp | 4,057,905 | $312.8M | 0.04% | −37,624−0.9% | Reduced |
| Invesco Ltd. | 3,970,129 | $306.0M | 0.03% | +65,533+1.7% | Added |
| Van Eck Associates Corp | 3,968,097 | $305.9M | 0.23% | −34,492−0.9% | Reduced |
| JPMorgan Chase & Co | 3,755,316 | $286.6M | 0.02% | −2,278,675−37.8% | Reduced |
| Wellington Management Group LLP | 3,521,461 | $271.4M | 0.05% | −91,350−2.5% | Reduced |
| D. E. Shaw & Co., Inc. | 3,454,928 | $266.3M | 0.21% | +399,430+13.1% | Added |
| UBS Asset Management Americas Inc | 3,310,369 | $255.2M | 0.05% | +318,500+10.6% | Added |
| Canada Pension Plan Investment Board | 3,260,413 | $251.3M | 0.16% | +2,661,453+444.3% | Added |
| Goldman Sachs Group Inc | 2,951,603 | $227.5M | 0.03% | +664,397+29.0% | Added |
| Capital Research Global Investors | 2,872,894 | $221.4M | 0.03% | +28,968+1.0% | Added |
| CIBC Bancorp USA Inc. | 2,864,227 | $220.8M | 0.30% | +2,864,227 | New |
| Bank of New York Mellon Corp | 2,848,482 | $219.6M | 0.04% | +110,984+4.1% | Added |
| Fundsmith LLPSuperinvestorFundsmith | 2,731,635 | $210.6M | 1.64% | −380,745−12.2% | Reduced |
| Legal & General Group Plc | 2,713,920 | $209.2M | 0.05% | −18,294−0.7% | Reduced |
| Clearbridge Investments, LLC | 2,691,181 | $207.4M | 0.18% | +1,575,930+141.3% | Added |
| Bank of America Corp | 2,639,555 | $203.5M | 0.01% | −441,135−14.3% | Reduced |
| Canoe Financial LP | 2,450,336 | $188.9M | 2.57% | −337,534−12.1% | Reduced |
| Charles Schwab Investment Management Inc | 2,448,568 | $188.7M | 0.03% | +75,674+3.2% | Added |
| Schroder Investment Management Group | 2,443,406 | $186.5M | 0.15% | +165,117+7.2% | Added |
| Guinness Asset Management LTD | 2,346,092 | $180.8M | 3.12% | +227,151+10.7% | Added |
| Vanguard Fiduciary Trust Co | 2,189,166 | $168.7M | 0.04% | +2,189,166 | New |
| Primecap Management Co | 2,092,560 | $161.3M | 0.13% | −1010.0% | Reduced |
| Dimensional Fund Advisors LP | 1,969,372 | $151.8M | 0.03% | +83,896+4.4% | Added |
| Two Sigma Investments, LP | 1,937,436 | $149.3M | 0.12% | +1,363,291+237.4% | Added |
| Amundi | 1,886,423 | $145.4M | 0.04% | −131,000−6.5% | Reduced |
| USS Investment Management Ltd | 1,767,235 | $136.2M | 0.58% | +65,250+3.8% | Added |
| Renaissance Technologies LLC | 1,691,200 | $130.4M | 0.20% | +394,600+30.4% | Added |
| Bank of Montreal | 1,546,315 | $119.2M | 0.05% | +472,379+44.0% | Added |
| Deutsche Bank AG | 1,520,477 | $117.2M | 0.04% | −320,034−17.4% | Reduced |
| AQR Capital Management LLC | 1,517,933 | $115.8M | 0.05% | −769,852−33.7% | Reduced |
| Russell Investments Group, Ltd. | 1,433,927 | $110.5M | 0.12% | +22,556+1.6% | Added |
| Pictet Asset Management Holding SA | 1,384,014 | $106.7M | 0.11% | +441,841+46.9% | Added |
| Squarepoint Ops LLC | 1,381,044 | $106.5M | 0.23% | −771,052−35.8% | Reduced |
| Lazard Freres Gestion S.A.S. | 1,340,964 | $103.4M | 2.04% | +31,804+2.4% | Added |
| Jacobs Levy Equity Management, Inc | 1,337,699 | $103.1M | 0.43% | +78,318+6.2% | Added |
| UBS Group AG | 1,240,822 | $95.6M | 0.02% | −672,209−35.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,217,914 | $93.9M | 0.05% | +493,858+68.2% | Added |
| Nuveen, LLC | 1,177,388 | $90.8M | 0.02% | +318,111+37.0% | Added |
| Scharf Investments, LLC | 1,166,569 | $89.9M | 2.77% | +21,529+1.9% | Added |
| Nomura Asset Management International Inc. | 1,155,585 | $89.1M | 0.15% | −1,198,290−50.9% | Reduced |
| Swiss National Bank | 1,143,643 | $88.2M | 0.05% | +68,000+6.3% | Added |
| London Co of Virginia | 1,121,660 | $86.5M | 0.53% | −724,183−39.2% | Reduced |
| Qube Research & Technologies Ltd | 1,087,124 | $83.8M | 0.12% | −402,110−27.0% | Reduced |
| Independent Franchise Partners LLP | 1,002,284 | $77.3M | 0.54% | −61,865−5.8% | Reduced |
| Fundsmith Investment Services Ltd. | 966,787 | $74.5M | 1.69% | −284,726−22.8% | Reduced |
| Citigroup Inc | 949,087 | $73.2M | 0.05% | −92,169−8.9% | Reduced |
| FIFTHDELTA Ltd | 927,190 | $71.5M | 9.86% | +166,058+21.8% | Added |
| Voloridge Investment Management, LLC | 919,733 | $70.9M | 0.28% | −431,756−31.9% | Reduced |
| Man Group plc | 875,464 | $67.5M | 0.14% | −395,768−31.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 866,892 | $66.8M | 0.08% | +102,136+13.4% | Added |
| Barclays PLC | 855,533 | $65.9M | 0.02% | −293,300−25.5% | Reduced |
| Vanguard Global Advisers, LLC | 851,242 | $65.6M | 0.04% | +851,242 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 832,132 | $64.1M | 0.04% | −50,735−5.7% | Reduced |
| Royal Bank of Canada | 803,388 | $61.9M | 0.01% | −193,670−19.4% | Reduced |
| Citadel Advisors LLC | 786,128 | $60.6M | 0.04% | −81,829−9.4% | Reduced |
| Brown Brothers Harriman & Co | 778,135 | $60.0M | 0.32% | −437,804−36.0% | Reduced |
| ExodusPoint Capital Management, LP | 766,679 | $59.1M | 0.59% | +47,826+6.7% | Added |
| Rhumbline Advisers | 761,584 | $58.7M | 0.05% | −30,198−3.8% | Reduced |
| HSBC Holdings PLC | 755,635 | $58.2M | 0.03% | −114,410−13.1% | Reduced |
| DnB Asset Management AS | 752,719 | $58.0M | 0.21% | +611,156+431.7% | Added |
| Wells Fargo & Company | 744,284 | $57.4M | 0.01% | +152,795+25.8% | Added |
| Victory Capital Management Inc | 743,228 | $57.3M | 0.04% | −78,673−9.6% | Reduced |
| Gates Capital Management, Inc. | 737,558 | $56.9M | 1.96% | −20,413−2.7% | Reduced |
| Clean Energy Transition LLP | 708,348 | $54.6M | 4.48% | +112,745+18.9% | Added |
| California Public Employees Retirement System | 691,400 | $53.3M | 0.03% | −13,473−1.9% | Reduced |
| BNP Paribas Arbitrage, SA | 690,384 | $53.2M | 0.04% | +103,688+17.7% | Added |
| HRT Financial LP | 681,861 | $52.6M | 0.13% | +150,453+28.3% | Added |
| Vanguard Asset Management, Ltd | 668,982 | $51.6M | 0.04% | +668,982 | New |
| Neuberger Berman Group LLC | 655,158 | $50.5M | 0.04% | +90,730+16.1% | Added |
| National Pension Service | 652,801 | $50.3M | 0.04% | +36,662+6.0% | Added |
| California State Teachers Retirement System | 627,151 | $48.3M | 0.05% | −16,673−2.6% | Reduced |
| Great Lakes Advisors, LLC | 620,007 | $47.8M | 0.40% | +86,396+16.2% | Added |
| Fisher Asset Management, LLC | 619,482 | $47.7M | 0.02% | −4,521−0.7% | Reduced |
| Marshall Wace, LLP | 607,939 | $46.9M | 0.05% | −2,644,198−81.3% | Reduced |
| Worldquant Millennium Advisors LLC | 606,252 | $46.7M | 0.18% | −437,471−41.9% | Reduced |
| Capital Fund Management S.A. | 592,731 | $45.7M | 0.41% | +152,483+34.6% | Added |
| GFI Investment Counsel Ltd. | 585,364 | $45.1M | 6.17% | −55,677−8.7% | Reduced |
| HighTower Advisors, LLC | 575,062 | $44.3M | 0.05% | −128,121−18.2% | Reduced |
| First Trust Advisors LP | 573,249 | $44.2M | 0.03% | +80,364+16.3% | Added |
| PFA Pension, Forsikringsaktieselskab | 557,796 | $43.0M | 0.13% | +392+0.1% | Added |
| Anchor Capital Advisors LLC | 555,220 | $42.8M | 1.22% | +11,358+2.1% | Added |
| Allianz Asset Management GmbH | 550,068 | $42.4M | 0.05% | +90,961+19.8% | Added |
| Sarasin & Partners LLP | 546,283 | $42.1M | 0.51% | −1,988,296−78.4% | Reduced |
| SEI Investments Co | 530,407 | $40.9M | 0.04% | +9,058+1.7% | Added |
| Ameriprise Financial Inc | 526,348 | $40.6M | 0.01% | +85,053+19.3% | Added |