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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 40,535 | $3.12M | 0.01% | −5,206−11.4% | Reduced |
| Numerai GP LLC | 40,604 | $3.13M | 0.31% | −48,682−54.5% | Reduced |
| Farmers & Merchants Investments Inc | 40,796 | $3.14M | 0.09% | +207+0.5% | Added |
| Ossiam | 40,929 | $3.15M | 0.06% | +23,927+140.7% | Added |
| AIA Group Ltd | 41,260 | $3.18M | 0.05% | −3,753−8.3% | Reduced |
| Mutual of America Capital Management LLC | 41,357 | $3.19M | 0.04% | −500−1.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 41,963 | $3.23M | 0.53% | +28,361+208.5% | Added |
| Kanawha Capital Management LLC | 42,184 | $3.25M | 0.23% | −1,415−3.2% | Reduced |
| McMillan Office, Inc. | 42,475 | $3.27M | 0.42% | −2,350−5.2% | Reduced |
| Yousif Capital Management, LLC | 42,928 | $3.31M | 0.04% | −3,303−7.1% | Reduced |
| CWM, LLC | 42,932 | $3.31M | 0.01% | −32,080−42.8% | Reduced |
| Baird Financial Group, Inc. | 43,459 | $3.35M | 0.01% | +10,275+31.0% | Added |
| Agf Management Ltd | 43,664 | $3.37M | 0.02% | +5,566+14.6% | Added |
| Allstate Corp | 44,025 | $3.39M | 0.04% | +16,165+58.0% | Added |
| Oregon Public Employees Retirement Fund | 44,523 | $3.43M | 0.05% | −100−0.2% | Reduced |
| CIBC World Markets Inc. | 44,550 | $3.43M | 0.01% | +1,442+3.3% | Added |
| Macquarie Group Ltd | 44,744 | $3.45M | 0.02% | −10,886−19.6% | Reduced |
| Bradley Foster & Sargent Inc | 45,482 | $3.51M | 0.05% | −2,189−4.6% | Reduced |
| Horizon Investments, LLC | 45,973 | $3.54M | 0.04% | +18,980+70.3% | Added |
| Ethic Inc. | 46,065 | $3.55M | 0.06% | +2,828+6.5% | Added |
| State of Tennessee, Treasury Department | 46,557 | $3.59M | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 46,922 | $3.62M | 0.03% | +34,150+267.4% | Added |
| Avanza Fonder AB | 48,086 | $3.71M | 0.10% | 00.0% | Unchanged |
| Meyer Handelman Co | 49,602 | $3.82M | 0.12% | −32,776−39.8% | Reduced |
| State of Alaska, Department of Revenue | 49,767 | $3.83M | 0.04% | 00.0% | Unchanged |
| William Allan, LLC | 50,007 | $3.85M | 2.28% | +576+1.2% | Added |
| OP Asset Management Ltd | 50,070 | $3.86M | 0.04% | −2,000−3.8% | Reduced |
| Keybank National Association | 50,319 | $3.88M | 0.01% | −3,263−6.1% | Reduced |
| Nissay Asset Management Corp | 50,407 | $3.89M | 0.02% | +385+0.8% | Added |
| Financial Advisors Network, Inc. | 50,471 | $3.89M | 0.54% | +78+0.2% | Added |
| Prudential PLC | 51,233 | $3.95M | 0.03% | −5,778−10.1% | Reduced |
| D.A. Davidson & Co. | 51,364 | $3.96M | 0.02% | −710−1.4% | Reduced |
| Lifeworks Advisors, LLC | 51,397 | $3.96M | 0.51% | +1,543+3.1% | Added |
| Banque Pictet & Cie SA | 51,657 | $3.98M | 0.05% | 00.0% | Unchanged |
| Intech Investment Management LLC | 51,930 | $4.00M | 0.04% | +31,505+154.2% | Added |
| Spirepoint Private Client, LLC | 52,008 | $4.01M | 0.38% | +7,765+17.6% | Added |
| Cohen Capital Management, Inc. | 52,077 | $4.01M | 0.62% | +2,181+4.4% | Added |
| O'Shaughnessy Asset Management, LLC | 52,157 | $4.02M | 0.02% | +7,598+17.1% | Added |
| HM Payson & Co | 52,161 | $4.02M | 0.06% | −4,060−7.2% | Reduced |
| Davis-Rea Ltd. | 52,232 | $4.03M | 1.05% | +4,658+9.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 52,416 | $4.04M | 0.03% | +932+1.8% | Added |
| BNP Paribas | 52,737 | $4.04M | 0.13% | −371−0.7% | Reduced |
| Caxton Associates LLP | 52,813 | $4.07M | 0.09% | +7,754+17.2% | Added |
| MAI Capital Management | 52,877 | $4.08M | 0.02% | −5,277−9.1% | Reduced |
| British Columbia Investment Management Corp | 53,713 | $4.14M | 0.02% | −15,813−22.7% | Reduced |
| Mackenzie Financial Corp | 54,285 | $4.18M | 0.01% | +3,208+6.3% | Added |
| Caisse des Depots Et Consignations | 55,325 | $4.26M | 0.07% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 56,487 | $4.35M | 0.04% | −8,677−13.3% | Reduced |
| New York Life Investment Management LLC | 57,645 | $4.44M | 0.04% | +1,084+1.9% | Added |
| Rakuten Investment Management, Inc. | 58,430 | $4.46M | 0.01% | +6,395+12.3% | Added |
| Mercer Global Advisors Inc | 57,980 | $4.47M | 0.01% | −5,437−8.6% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 58,000 | $4.47M | 0.04% | +58,000 | New |
| Candriam Luxembourg S.C.A. | 58,979 | $4.55M | 0.02% | −10,755−15.4% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 59,032 | $4.55M | 0.04% | +2,889+5.1% | Added |
| Bank of Nova Scotia | 59,063 | $4.55M | 0.01% | −54,148−47.8% | Reduced |
| Janus Henderson Group PLC | 59,297 | $4.57M | 0.00% | +4,136+7.5% | Added |
| Swiss Life Asset Management Ltd | 60,004 | $4.63M | 0.02% | +562+0.9% | Added |
| Eurizon Capital SGR S.p.A. | 60,201 | $4.64M | 0.01% | −13,390−18.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 60,309 | $4.65M | 0.04% | 00.0% | Unchanged |
| Groupe la Francaise | 60,411 | $4.66M | 0.07% | +6,511+12.1% | Added |
| Graybill Bartz & Assoc Ltd | 60,768 | $4.68M | 1.43% | +1,817+3.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 64,091 | $4.74M | 0.01% | −87,155−57.6% | Reduced |
| Antipodes Partners Ltd | 61,687 | $4.75M | 0.09% | −3,664−5.6% | Reduced |
| NEOS Investment Management LLC | 61,814 | $4.76M | 0.02% | +3,563+6.1% | Added |
| Natixis | 62,140 | $4.79M | 0.02% | −51,582−45.4% | Reduced |
| Oxbow Advisors, LLC | 62,449 | $4.81M | 0.41% | +30,743+97.0% | Added |
| Public Sector Pension Investment Board | 62,519 | $4.82M | 0.02% | +12,243+24.4% | Added |
| Point72 Asset Management, L.P. | 62,710 | $4.83M | 0.01% | −84,309−57.3% | Reduced |
| Utah Retirement Systems | 63,416 | $4.89M | 0.05% | −1,610−2.5% | Reduced |
| WSFS Capital Management, LLC | 63,468 | $4.89M | 0.24% | +5,965+10.4% | Added |
| Evergreen Capital Management LLC | 63,824 | $4.92M | 0.11% | −1,057−1.6% | Reduced |
| Invenomic Capital Management LP | 64,052 | $4.94M | 0.23% | +64,052 | New |
| Axq Capital, LP | 64,202 | $4.95M | 0.64% | +45,972+252.2% | Added |
| Empowered Funds, LLC | 65,540 | $5.05M | 0.03% | +23,418+55.6% | Added |
| PEAK6 LLC | 65,904 | $5.08M | 0.15% | +65,904 | New |
| Vinva Investment Management Ltd | 66,870 | $5.10M | 0.06% | +50,877+318.1% | Added |
| Commerce Bank | 66,228 | $5.10M | 0.02% | +6,987+11.8% | Added |
| Modera Wealth Management, LLC | 66,286 | $5.11M | 0.06% | +630+1.0% | Added |
| Amica Mutual Insurance Co | 66,982 | $5.16M | 0.44% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 83,707 | $5.20M | 0.98% | +7,430+9.7% | Added |
| Calamos Advisors LLC | 67,535 | $5.21M | 0.02% | +2,765+4.3% | Added |
| Lincoln Capital LLC | 67,875 | $5.23M | 0.99% | −988−1.4% | Reduced |
| Delta Asset Management LLC | 68,171 | $5.25M | 0.48% | −1,537−2.2% | Reduced |
| BTC Capital Management, Inc. | 68,306 | $5.26M | 0.36% | +2,613+4.0% | Added |
| Morningstar Investment Management LLC | 68,541 | $5.28M | 0.33% | +48,413+240.5% | Added |
| Oak Thistle LLC | 68,759 | $5.30M | 0.51% | +45,331+193.5% | Added |
| ProShare Advisors LLC | 69,658 | $5.37M | 0.01% | −15,100−17.8% | Reduced |
| Xponance, Inc. | 70,071 | $5.40M | 0.04% | +9,292+15.3% | Added |
| Cetera Investment Advisers | 70,682 | $5.45M | 0.01% | +4,329+6.5% | Added |
| Amalgamated Bank | 71,009 | $5.47M | 0.04% | −1,366−1.9% | Reduced |
| Voleon Capital Management LP | 71,009 | $5.47M | 0.12% | +6,290+9.7% | Added |
| Windward Capital Management Co | 73,205 | $5.64M | 0.46% | −229−0.3% | Reduced |
| Sciencast Management LP | 75,916 | $5.85M | 0.75% | +56,737+295.8% | Added |
| Twinbeech Capital LP | 77,400 | $5.97M | 0.62% | −80,476−51.0% | Reduced |
| Daiwa Securities Group Inc. | 78,105 | $6.02M | 0.02% | −12,565−13.9% | Reduced |
| Bahl & Gaynor Inc | 78,327 | $6.04M | 0.03% | −3,884−4.7% | Reduced |
| Capitolis Liquid Global Markets LLC | 79,453 | $6.12M | 0.04% | +79,453 | New |
| IFM Investors Pty Ltd | 80,576 | $6.21M | 0.05% | +2,070+2.6% | Added |
| Fifth Third Bancorp | 81,714 | $6.30M | 0.01% | +71,123+671.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 82,256 | $6.34M | 0.02% | +12,125+17.3% | Added |