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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 230,506 | $17.8M | 0.02% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 233,574 | $18.0M | 0.35% | −6,448−2.7% | Reduced |
| Jones Financial Companies LLLP | 239,570 | $18.2M | 0.01% | +211,455+752.1% | Added |
| T. Rowe Price Investment Management, Inc. | 240,312 | $18.5M | 0.01% | −13,095−5.2% | Reduced |
| Jefferies Financial Group Inc. | 241,500 | $18.6M | 0.23% | +237,369+5,746.0% | Added |
| Danske Bank A/S | 244,494 | $18.8M | 0.05% | +18,500+8.2% | Added |
| Welch & Forbes LLC | 245,678 | $18.9M | 0.24% | −902−0.4% | Reduced |
| Quantinno Capital Management LP | 248,110 | $19.1M | 0.03% | +104,990+73.4% | Added |
| Pinebridge Investments LLC | 261,268 | $20.1M | 0.17% | +14,628+5.9% | Added |
| Swedbank AB | 266,602 | $20.5M | 0.02% | +18,400+7.4% | Added |
| LPL Financial LLC | 276,584 | $21.3M | 0.01% | +27,369+11.0% | Added |
| Bridgewater Associates, LP | 278,411 | $21.5M | 0.10% | +53,218+23.6% | Added |
| Engineers Gate Manager LP | 278,468 | $21.5M | 0.27% | −448,894−61.7% | Reduced |
| Manufacturers Life Insurance Company, The | 287,005 | $22.1M | 0.02% | −18,612−6.1% | Reduced |
| New York State Teachers Retirement System | 287,360 | $22.1M | 0.05% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 289,667 | $22.3M | 0.15% | −214−0.1% | Reduced |
| KLP Kapitalforvaltning AS | 294,142 | $22.7M | 0.09% | +27,700+10.4% | Added |
| Davidson Investment Advisors | 295,674 | $22.8M | 0.98% | +7,106+2.5% | Added |
| SG Americas Securities, LLC | 319,774 | $24.6M | 0.03% | −179,403−35.9% | Reduced |
| Susquehanna International Group, LLP | 321,576 | $24.8M | 0.03% | +253,198+370.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 325,798 | $25.2M | 0.04% | +82,979+34.2% | Added |
| ING Groep NV | 327,434 | $25.2M | 0.15% | +77,069+30.8% | Added |
| Aviva PLC | 327,520 | $25.2M | 0.04% | +9,712+3.1% | Added |
| J. Safra Sarasin Holding AG | 337,541 | $26.0M | 0.44% | −23,632−6.5% | Reduced |
| Standard Life Aberdeen plc | 337,880 | $26.0M | 0.04% | +11,482+3.5% | Added |
| The PNC Financial Services Group, Inc. | 339,177 | $26.1M | 0.02% | −12,923−3.7% | Reduced |
| Boston Partners | 341,532 | $26.3M | 0.03% | +13,087+4.0% | Added |
| State Board of Administration of Florida Retirement System | 344,873 | $26.6M | 0.05% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 347,028 | $26.7M | 0.04% | +14,849+4.5% | Added |
| Rathbone Brothers plc | 356,023 | $27.4M | 0.11% | −35,168−9.0% | Reduced |
| Korea Investment CORP | 370,851 | $28.6M | 0.06% | +31,597+9.3% | Added |
| J. Stern & Co. LLP | 394,865 | $30.4M | 2.95% | −38,225,103−99.0% | Reduced |
| Artisan Partners Limited Partnership | 409,323 | $31.6M | 0.05% | −102,552−20.0% | Reduced |
| Railway Pension Investments Ltd | 410,000 | $31.6M | 0.45% | −60,100−12.8% | Reduced |
| Great West Life Assurance Co | 408,963 | $31.6M | 0.06% | −1,347−0.3% | Reduced |
| National Bank of Canada | 417,644 | $32.2M | 0.03% | +69,100+19.8% | Added |
| Storebrand Asset Management AS | 422,012 | $32.5M | 0.09% | −15,095−3.5% | Reduced |
| Assenagon Asset Management S.A. | 425,343 | $32.8M | 0.05% | −776,332−64.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 431,001 | $33.2M | 0.08% | −31,227−6.8% | Reduced |
| Toroso Investments, LLC | 431,817 | $33.3M | 0.10% | +59,263+15.9% | Added |
| Principal Financial Group Inc | 437,120 | $33.7M | 0.02% | −790.0% | Reduced |
| Teacher Retirement System of Texas | 448,353 | $34.6M | 0.14% | +308,818+221.3% | Added |
| KBC Group NV | 453,059 | $34.9M | 0.09% | +176,913+64.1% | Added |
| Envestnet Asset Management Inc | 463,938 | $35.8M | 0.01% | +48,855+11.8% | Added |
| Raymond James Financial Inc | 485,321 | $37.4M | 0.01% | +219,494+82.6% | Added |
| Ameriprise Financial Inc | 526,348 | $40.6M | 0.01% | +85,053+19.3% | Added |
| SEI Investments Co | 530,407 | $40.9M | 0.04% | +9,058+1.7% | Added |
| Sarasin & Partners LLP | 546,283 | $42.1M | 0.51% | −1,988,296−78.4% | Reduced |
| Allianz Asset Management GmbH | 550,068 | $42.4M | 0.05% | +90,961+19.8% | Added |
| Anchor Capital Advisors LLC | 555,220 | $42.8M | 1.22% | +11,358+2.1% | Added |
| PFA Pension, Forsikringsaktieselskab | 557,796 | $43.0M | 0.13% | +392+0.1% | Added |
| First Trust Advisors LP | 573,249 | $44.2M | 0.03% | +80,364+16.3% | Added |
| HighTower Advisors, LLC | 575,062 | $44.3M | 0.05% | −128,121−18.2% | Reduced |
| GFI Investment Counsel Ltd. | 585,364 | $45.1M | 6.17% | −55,677−8.7% | Reduced |
| Capital Fund Management S.A. | 592,731 | $45.7M | 0.41% | +152,483+34.6% | Added |
| Worldquant Millennium Advisors LLC | 606,252 | $46.7M | 0.18% | −437,471−41.9% | Reduced |
| Marshall Wace, LLP | 607,939 | $46.9M | 0.05% | −2,644,198−81.3% | Reduced |
| Fisher Asset Management, LLC | 619,482 | $47.7M | 0.02% | −4,521−0.7% | Reduced |
| Great Lakes Advisors, LLC | 620,007 | $47.8M | 0.40% | +86,396+16.2% | Added |
| California State Teachers Retirement System | 627,151 | $48.3M | 0.05% | −16,673−2.6% | Reduced |
| National Pension Service | 652,801 | $50.3M | 0.04% | +36,662+6.0% | Added |
| Neuberger Berman Group LLC | 655,158 | $50.5M | 0.04% | +90,730+16.1% | Added |
| Vanguard Asset Management, Ltd | 668,982 | $51.6M | 0.04% | +668,982 | New |
| HRT Financial LP | 681,861 | $52.6M | 0.13% | +150,453+28.3% | Added |
| BNP Paribas Arbitrage, SA | 690,384 | $53.2M | 0.04% | +103,688+17.7% | Added |
| California Public Employees Retirement System | 691,400 | $53.3M | 0.03% | −13,473−1.9% | Reduced |
| Clean Energy Transition LLP | 708,348 | $54.6M | 4.48% | +112,745+18.9% | Added |
| Gates Capital Management, Inc. | 737,558 | $56.9M | 1.96% | −20,413−2.7% | Reduced |
| Victory Capital Management Inc | 743,228 | $57.3M | 0.04% | −78,673−9.6% | Reduced |
| Wells Fargo & Company | 744,284 | $57.4M | 0.01% | +152,795+25.8% | Added |
| DnB Asset Management AS | 752,719 | $58.0M | 0.21% | +611,156+431.7% | Added |
| HSBC Holdings PLC | 755,635 | $58.2M | 0.03% | −114,410−13.1% | Reduced |
| Rhumbline Advisers | 761,584 | $58.7M | 0.05% | −30,198−3.8% | Reduced |
| ExodusPoint Capital Management, LP | 766,679 | $59.1M | 0.59% | +47,826+6.7% | Added |
| Brown Brothers Harriman & Co | 778,135 | $60.0M | 0.32% | −437,804−36.0% | Reduced |
| Citadel Advisors LLC | 786,128 | $60.6M | 0.04% | −81,829−9.4% | Reduced |
| Royal Bank of Canada | 803,388 | $61.9M | 0.01% | −193,670−19.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 832,132 | $64.1M | 0.04% | −50,735−5.7% | Reduced |
| Vanguard Global Advisers, LLC | 851,242 | $65.6M | 0.04% | +851,242 | New |
| Barclays PLC | 855,533 | $65.9M | 0.02% | −293,300−25.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 866,892 | $66.8M | 0.08% | +102,136+13.4% | Added |
| Man Group plc | 875,464 | $67.5M | 0.14% | −395,768−31.1% | Reduced |
| Voloridge Investment Management, LLC | 919,733 | $70.9M | 0.28% | −431,756−31.9% | Reduced |
| FIFTHDELTA Ltd | 927,190 | $71.5M | 9.86% | +166,058+21.8% | Added |
| Citigroup Inc | 949,087 | $73.2M | 0.05% | −92,169−8.9% | Reduced |
| Fundsmith Investment Services Ltd. | 966,787 | $74.5M | 1.69% | −284,726−22.8% | Reduced |
| Independent Franchise Partners LLP | 1,002,284 | $77.3M | 0.54% | −61,865−5.8% | Reduced |
| Qube Research & Technologies Ltd | 1,087,124 | $83.8M | 0.12% | −402,110−27.0% | Reduced |
| London Co of Virginia | 1,121,660 | $86.5M | 0.53% | −724,183−39.2% | Reduced |
| Swiss National Bank | 1,143,643 | $88.2M | 0.05% | +68,000+6.3% | Added |
| Nomura Asset Management International Inc. | 1,155,585 | $89.1M | 0.15% | −1,198,290−50.9% | Reduced |
| Scharf Investments, LLC | 1,166,569 | $89.9M | 2.77% | +21,529+1.9% | Added |
| Nuveen, LLC | 1,177,388 | $90.8M | 0.02% | +318,111+37.0% | Added |
| Arrowstreet Capital, Limited Partnership | 1,217,914 | $93.9M | 0.05% | +493,858+68.2% | Added |
| UBS Group AG | 1,240,822 | $95.6M | 0.02% | −672,209−35.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,337,699 | $103.1M | 0.43% | +78,318+6.2% | Added |
| Lazard Freres Gestion S.A.S. | 1,340,964 | $103.4M | 2.04% | +31,804+2.4% | Added |
| Squarepoint Ops LLC | 1,381,044 | $106.5M | 0.23% | −771,052−35.8% | Reduced |
| Pictet Asset Management Holding SA | 1,384,014 | $106.7M | 0.11% | +441,841+46.9% | Added |
| Russell Investments Group, Ltd. | 1,433,927 | $110.5M | 0.12% | +22,556+1.6% | Added |