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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 82,547 | $6.36M | 0.02% | −360−0.4% | Reduced |
| Elo Mutual Pension Insurance Co | 83,236 | $6.42M | 0.11% | +5,194+6.7% | Added |
| Occudo Quantitative Strategies LP | 83,689 | $6.52M | 0.35% | +21,455+34.5% | Added |
| Thrivent Financial for Lutherans | 86,068 | $6.63M | 0.01% | −69−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 86,822 | $6.69M | 0.01% | +10,530+13.8% | Added |
| Pictet North America Advisors SA | 87,639 | $6.76M | 0.67% | −6,607−7.0% | Reduced |
| Millennium Management LLC | 88,536 | $6.82M | 0.01% | −2,298,930−96.3% | Reduced |
| Cloverfields Capital Group, LP | 89,064 | $6.87M | 2.22% | −3,465−3.7% | Reduced |
| Pinnacle Financial Partners, Inc. | 89,539 | $6.90M | 0.05% | −152−0.2% | Reduced |
| Impax Asset Management Group plc | 89,867 | $6.93M | 0.05% | −5,974−6.2% | Reduced |
| Voya Investment Management LLC | 90,318 | $6.96M | 0.01% | −17,433−16.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 90,550 | $6.98M | 0.04% | −100−0.1% | Reduced |
| MetLife Investment Management | 90,850 | $7.00M | 0.04% | −2,579−2.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 90,992 | $7.01M | 0.24% | +49,054+117.0% | Added |
| Federation des caisses Desjardins du Quebec | 91,125 | $7.02M | 0.03% | −1,203−1.3% | Reduced |
| Peapack Gladstone Financial Corp | 92,864 | $7.16M | 0.09% | −14,625−13.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 93,615 | $7.22M | 0.01% | +93,615 | New |
| Captrust Financial Advisors | 93,822 | $7.23M | 0.01% | −5,396−5.4% | Reduced |
| Nordea Investment Management AB | 96,038 | $7.28M | 0.01% | +19,474+25.4% | Added |
| Machina Capital S.A.S. | 97,203 | $7.49M | 1.47% | +1,936+2.0% | Added |
| Connecticut Wealth Management, LLC | 97,611 | $7.52M | 0.32% | −5,913−5.7% | Reduced |
| Qsemble Capital Management, LP | 98,515 | $7.59M | 0.58% | −29,625−23.1% | Reduced |
| Nisa Investment Advisors, LLC | 99,474 | $7.67M | 0.03% | −2,418−2.4% | Reduced |
| Baldwin Brothers Inc | 100,162 | $7.72M | 0.56% | −8,238−7.6% | Reduced |
| Aquatic Capital Management LLC | 100,609 | $7.75M | 0.22% | −23,398−18.9% | Reduced |
| SEB Asset Management AB | 101,369 | $7.81M | 0.03% | +101,369 | New |
| State of Michigan Retirement System | 101,507 | $7.82M | 0.04% | −500−0.5% | Reduced |
| Janney Montgomery Scott LLC | 102,204 | $7.88M | 0.02% | +41,430+68.2% | Added |
| Commonwealth Equity Services, LLC | 102,478 | $7.90M | 0.01% | −3,052−2.9% | Reduced |
| Kentucky Retirement Systems | 69,696 | $7.93M | 0.59% | +44,885+180.9% | Added |
| Czech National Bank | 105,866 | $8.16M | 0.05% | +3,103+3.0% | Added |
| Arizona State Retirement System | 105,895 | $8.16M | 0.05% | −1,833−1.7% | Reduced |
| Federated Hermes, Inc. | 106,290 | $8.19M | 0.01% | +37,206+53.9% | Added |
| Tredje AP-fonden | 108,953 | $8.40M | 0.05% | +108,953 | New |
| Moran Wealth Management, LLC | 109,818 | $8.46M | 0.26% | +233+0.2% | Added |
| Public Employees Retirement System of Ohio | 113,579 | $8.75M | 0.03% | −3,872−3.3% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 114,100 | $8.79M | 1.06% | +16,000+16.3% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $8.83M | 0.07% | 00.0% | Unchanged |
| Brown Advisory Inc | 116,287 | $8.96M | 0.01% | −4,897−4.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 118,240 | $9.10M | 0.05% | −653−0.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 119,224 | $9.19M | 0.05% | +38,400+47.5% | Added |
| Toronto Dominion Bank | 119,815 | $9.24M | 0.02% | −115,597−49.1% | Reduced |
| Virginia Retirement Systems Et Al | 123,000 | $9.48M | 0.07% | +103,400+527.6% | Added |
| BCV Asset Management Inc. | 123,691 | $9.53M | 0.33% | +1,023+0.8% | Added |
| Sone Capital Management, LLC | 126,251 | $9.73M | 0.82% | −269,397−68.1% | Reduced |
| BLI - Banque de Luxembourg Investments | 113,377 | $9.82M | 0.29% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 127,408 | $9.82M | 0.14% | +127,408 | New |
| Ensign Peak Advisors, Inc | 128,773 | $9.93M | 0.02% | +28,651+28.6% | Added |
| Mariner, LLC | 129,507 | $9.98M | 0.01% | −4,712−3.5% | Reduced |
| Factory Mutual Insurance Co | 130,800 | $10.1M | 0.11% | +2,000+1.6% | Added |
| State of New Jersey Common Pension Fund D | 131,111 | $10.1M | 0.04% | −1,779−1.3% | Reduced |
| Trexquant Investment LP | 131,185 | $10.1M | 0.07% | −96,116−42.3% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 131,976 | $10.2M | 0.05% | −813−0.6% | Reduced |
| Gotham Asset Management, LLC | 132,922 | $10.2M | 0.03% | −22,875−14.7% | Reduced |
| Allied Investment Advisors, LLC | 132,978 | $10.2M | 1.47% | +8,500+6.8% | Added |
| Quantbot Technologies LP | 134,833 | $10.4M | 0.43% | −78,419−36.8% | Reduced |
| Foyston, Gordon, & Payne Inc | 135,320 | $10.4M | 2.41% | +14,331+11.8% | Added |
| Nomura Asset Management Co Ltd | 136,384 | $10.5M | 0.03% | +6,466+5.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 139,959 | $10.8M | 0.01% | +99,586+246.7% | Added |
| AdviceOne Advisory Services, LLC | 140,283 | $10.8M | 6.54% | −200−0.1% | Reduced |
| US Bancorp | 140,639 | $10.8M | 0.01% | −7,307−4.9% | Reduced |
| Mill Capital Management, LLC | 144,443 | $11.1M | 0.85% | +606+0.4% | Added |
| Illinois Municipal Retirement Fund | 147,016 | $11.3M | 0.14% | −1,726−1.2% | Reduced |
| M&T Bank Corp | 147,312 | $11.4M | 0.04% | −751−0.5% | Reduced |
| CI Private Wealth, LLC | 151,824 | $11.5M | 0.02% | +2,394+1.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 150,210 | $11.6M | 1.19% | −713−0.5% | Reduced |
| Varma Mutual Pension Insurance Co | 150,642 | $11.6M | 0.07% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 171,203 | $11.7M | 0.12% | +145,464+565.2% | Added |
| Mn Services Vermogensbeheer B.V. | 152,360 | $11.7M | 0.08% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 155,776 | $12.0M | 0.80% | −8,284−5.0% | Reduced |
| Stifel Financial Corp | 156,055 | $12.0M | 0.01% | +72,874+87.6% | Added |
| Cerity Partners LLC | 157,386 | $12.1M | 0.02% | −137,237−46.6% | Reduced |
| DekaBank Deutsche Girozentrale | 158,568 | $12.3M | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 164,291 | $12.7M | 0.02% | +12,174+8.0% | Added |
| Asset Management One Co.,Ltd. | 165,412 | $12.7M | 0.04% | −428−0.3% | Reduced |
| Treasurer of the State of North Carolina | 167,056 | $12.9M | 0.04% | +3,563+2.2% | Added |
| Colony Group, LLC | 167,448 | $12.9M | 0.01% | +50,705+43.4% | Added |
| Kempen Capital Management N.V. | 168,198 | $13.0M | 0.11% | −1,946−1.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 169,218 | $13.0M | 0.03% | −70,775−29.5% | Reduced |
| Creative Planning | 170,523 | $13.1M | 0.01% | −64,440−27.4% | Reduced |
| Fayez Sarofim & Co | 174,855 | $13.5M | 0.03% | −153,498−46.7% | Reduced |
| Jane Street Group, LLC | 175,028 | $13.5M | 0.01% | −18,183−9.4% | Reduced |
| Regents Gate Capital LLP | 175,425 | $13.5M | 2.88% | +175,425 | New |
| Erste Asset Management GmbH | 178,676 | $13.6M | 0.13% | −9,407−5.0% | Reduced |
| American Century Companies Inc | 187,998 | $14.5M | 0.01% | +102,954+121.1% | Added |
| Royal London Asset Management Ltd | 192,199 | $14.8M | 0.03% | +1,086+0.6% | Added |
| Osmosis Investment Management UK Ltd | 192,802 | $14.9M | 0.40% | +188,643+4,535.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 192,984 | $14.9M | 0.04% | −7,561−3.8% | Reduced |
| Vanguard Investments Australia, Ltd. | 193,647 | $14.9M | 0.04% | +193,647 | New |
| First Eagle Investment Management, LLC | 196,033 | $15.1M | 0.03% | +33,394+20.5% | Added |
| XTX Topco Ltd | 201,145 | $15.5M | 0.27% | +198,760+8,333.8% | Added |
| APG Asset Management N.V. | 233,365 | $15.6M | 0.05% | −7,510−3.1% | Reduced |
| TD Asset Management Inc | 206,164 | $15.9M | 0.01% | −5,908−2.8% | Reduced |
| CIBC Asset Management Inc | 207,121 | $16.0M | 0.04% | +7,228+3.6% | Added |
| Handelsbanken Fonder AB | 213,531 | $16.5M | 0.05% | +15,179+7.7% | Added |
| Robeco Institutional Asset Management B.V. | 215,847 | $16.6M | 0.02% | +82,318+61.6% | Added |
| Credit Agricole S A | 221,915 | $17.1M | 0.06% | −10,325−4.4% | Reduced |
| State of Wisconsin Investment Board | 223,675 | $17.2M | 0.04% | +11,813+5.6% | Added |
| Prudential Financial Inc | 224,468 | $17.3M | 0.02% | +5,506+2.5% | Added |
| Coerente Capital Management | 227,914 | $17.6M | 3.27% | +47,848+26.6% | Added |