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 |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 485,321 | $37.4M | 0.01% | +219,494+82.6% | Added |
| Envestnet Asset Management Inc | 463,938 | $35.8M | 0.01% | +48,855+11.8% | Added |
| KBC Group NV | 453,059 | $34.9M | 0.09% | +176,913+64.1% | Added |
| Teacher Retirement System of Texas | 448,353 | $34.6M | 0.14% | +308,818+221.3% | Added |
| Principal Financial Group Inc | 437,120 | $33.7M | 0.02% | −790.0% | Reduced |
| Toroso Investments, LLC | 431,817 | $33.3M | 0.10% | +59,263+15.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 431,001 | $33.2M | 0.08% | −31,227−6.8% | Reduced |
| Assenagon Asset Management S.A. | 425,343 | $32.8M | 0.05% | −776,332−64.6% | Reduced |
| Storebrand Asset Management AS | 422,012 | $32.5M | 0.09% | −15,095−3.5% | Reduced |
| National Bank of Canada | 417,644 | $32.2M | 0.03% | +69,100+19.8% | Added |
| Great West Life Assurance Co | 408,963 | $31.6M | 0.06% | −1,347−0.3% | Reduced |
| Railway Pension Investments Ltd | 410,000 | $31.6M | 0.45% | −60,100−12.8% | Reduced |
| Artisan Partners Limited Partnership | 409,323 | $31.6M | 0.05% | −102,552−20.0% | Reduced |
| J. Stern & Co. LLP | 394,865 | $30.4M | 2.95% | −38,225,103−99.0% | Reduced |
| Korea Investment CORP | 370,851 | $28.6M | 0.06% | +31,597+9.3% | Added |
| Rathbone Brothers plc | 356,023 | $27.4M | 0.11% | −35,168−9.0% | Reduced |
| Natixis Advisors, L.P. | 347,028 | $26.7M | 0.04% | +14,849+4.5% | Added |
| State Board of Administration of Florida Retirement System | 344,873 | $26.6M | 0.05% | 00.0% | Unchanged |
| Boston Partners | 341,532 | $26.3M | 0.03% | +13,087+4.0% | Added |
| The PNC Financial Services Group, Inc. | 339,177 | $26.1M | 0.02% | −12,923−3.7% | Reduced |
| Standard Life Aberdeen plc | 337,880 | $26.0M | 0.04% | +11,482+3.5% | Added |
| J. Safra Sarasin Holding AG | 337,541 | $26.0M | 0.44% | −23,632−6.5% | Reduced |
| Aviva PLC | 327,520 | $25.2M | 0.04% | +9,712+3.1% | Added |
| ING Groep NV | 327,434 | $25.2M | 0.15% | +77,069+30.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 325,798 | $25.2M | 0.04% | +82,979+34.2% | Added |
| Susquehanna International Group, LLP | 321,576 | $24.8M | 0.03% | +253,198+370.3% | Added |
| SG Americas Securities, LLC | 319,774 | $24.6M | 0.03% | −179,403−35.9% | Reduced |
| Davidson Investment Advisors | 295,674 | $22.8M | 0.98% | +7,106+2.5% | Added |
| KLP Kapitalforvaltning AS | 294,142 | $22.7M | 0.09% | +27,700+10.4% | Added |
| UniSuper Management Pty Ltd | 289,667 | $22.3M | 0.15% | −214−0.1% | Reduced |
| New York State Teachers Retirement System | 287,360 | $22.1M | 0.05% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 287,005 | $22.1M | 0.02% | −18,612−6.1% | Reduced |
| Engineers Gate Manager LP | 278,468 | $21.5M | 0.27% | −448,894−61.7% | Reduced |
| Bridgewater Associates, LP | 278,411 | $21.5M | 0.10% | +53,218+23.6% | Added |
| LPL Financial LLC | 276,584 | $21.3M | 0.01% | +27,369+11.0% | Added |
| Swedbank AB | 266,602 | $20.5M | 0.02% | +18,400+7.4% | Added |
| Pinebridge Investments LLC | 261,268 | $20.1M | 0.17% | +14,628+5.9% | Added |
| Quantinno Capital Management LP | 248,110 | $19.1M | 0.03% | +104,990+73.4% | Added |
| Welch & Forbes LLC | 245,678 | $18.9M | 0.24% | −902−0.4% | Reduced |
| Danske Bank A/S | 244,494 | $18.8M | 0.05% | +18,500+8.2% | Added |
| Jefferies Financial Group Inc. | 241,500 | $18.6M | 0.23% | +237,369+5,746.0% | Added |
| T. Rowe Price Investment Management, Inc. | 240,312 | $18.5M | 0.01% | −13,095−5.2% | Reduced |
| Jones Financial Companies LLLP | 239,570 | $18.2M | 0.01% | +211,455+752.1% | Added |
| Carnegie Capital Asset Management, LLC | 233,574 | $18.0M | 0.35% | −6,448−2.7% | Reduced |
| New York State Common Retirement Fund | 230,506 | $17.8M | 0.02% | 00.0% | Unchanged |
| Coerente Capital Management | 227,914 | $17.6M | 3.27% | +47,848+26.6% | Added |
| Prudential Financial Inc | 224,468 | $17.3M | 0.02% | +5,506+2.5% | Added |
| State of Wisconsin Investment Board | 223,675 | $17.2M | 0.04% | +11,813+5.6% | Added |
| Credit Agricole S A | 221,915 | $17.1M | 0.06% | −10,325−4.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 215,847 | $16.6M | 0.02% | +82,318+61.6% | Added |
| Handelsbanken Fonder AB | 213,531 | $16.5M | 0.05% | +15,179+7.7% | Added |
| CIBC Asset Management Inc | 207,121 | $16.0M | 0.04% | +7,228+3.6% | Added |
| TD Asset Management Inc | 206,164 | $15.9M | 0.01% | −5,908−2.8% | Reduced |
| APG Asset Management N.V. | 233,365 | $15.6M | 0.05% | −7,510−3.1% | Reduced |
| XTX Topco Ltd | 201,145 | $15.5M | 0.27% | +198,760+8,333.8% | Added |
| First Eagle Investment Management, LLC | 196,033 | $15.1M | 0.03% | +33,394+20.5% | Added |
| Vanguard Investments Australia, Ltd. | 193,647 | $14.9M | 0.04% | +193,647 | New |
| Chevy Chase Trust Holdings, Inc. | 192,984 | $14.9M | 0.04% | −7,561−3.8% | Reduced |
| Osmosis Investment Management UK Ltd | 192,802 | $14.9M | 0.40% | +188,643+4,535.8% | Added |
| Royal London Asset Management Ltd | 192,199 | $14.8M | 0.03% | +1,086+0.6% | Added |
| American Century Companies Inc | 187,998 | $14.5M | 0.01% | +102,954+121.1% | Added |
| Erste Asset Management GmbH | 178,676 | $13.6M | 0.13% | −9,407−5.0% | Reduced |
| Regents Gate Capital LLP | 175,425 | $13.5M | 2.88% | +175,425 | New |
| Jane Street Group, LLC | 175,028 | $13.5M | 0.01% | −18,183−9.4% | Reduced |
| Fayez Sarofim & Co | 174,855 | $13.5M | 0.03% | −153,498−46.7% | Reduced |
| Creative Planning | 170,523 | $13.1M | 0.01% | −64,440−27.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 169,218 | $13.0M | 0.03% | −70,775−29.5% | Reduced |
| Kempen Capital Management N.V. | 168,198 | $13.0M | 0.11% | −1,946−1.1% | Reduced |
| Colony Group, LLC | 167,448 | $12.9M | 0.01% | +50,705+43.4% | Added |
| Treasurer of the State of North Carolina | 167,056 | $12.9M | 0.04% | +3,563+2.2% | Added |
| Asset Management One Co.,Ltd. | 165,412 | $12.7M | 0.04% | −428−0.3% | Reduced |
| Rockefeller Capital Management L.P. | 164,291 | $12.7M | 0.02% | +12,174+8.0% | Added |
| DekaBank Deutsche Girozentrale | 158,568 | $12.3M | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 157,386 | $12.1M | 0.02% | −137,237−46.6% | Reduced |
| Stifel Financial Corp | 156,055 | $12.0M | 0.01% | +72,874+87.6% | Added |
| Quintet Private Bank (Europe) S.A. | 155,776 | $12.0M | 0.80% | −8,284−5.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 152,360 | $11.7M | 0.08% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 171,203 | $11.7M | 0.12% | +145,464+565.2% | Added |
| Varma Mutual Pension Insurance Co | 150,642 | $11.6M | 0.07% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 150,210 | $11.6M | 1.19% | −713−0.5% | Reduced |
| CI Private Wealth, LLC | 151,824 | $11.5M | 0.02% | +2,394+1.6% | Added |
| M&T Bank Corp | 147,312 | $11.4M | 0.04% | −751−0.5% | Reduced |
| Illinois Municipal Retirement Fund | 147,016 | $11.3M | 0.14% | −1,726−1.2% | Reduced |
| Mill Capital Management, LLC | 144,443 | $11.1M | 0.85% | +606+0.4% | Added |
| US Bancorp | 140,639 | $10.8M | 0.01% | −7,307−4.9% | Reduced |
| AdviceOne Advisory Services, LLC | 140,283 | $10.8M | 6.54% | −200−0.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 139,959 | $10.8M | 0.01% | +99,586+246.7% | Added |
| Nomura Asset Management Co Ltd | 136,384 | $10.5M | 0.03% | +6,466+5.0% | Added |
| Foyston, Gordon, & Payne Inc | 135,320 | $10.4M | 2.41% | +14,331+11.8% | Added |
| Quantbot Technologies LP | 134,833 | $10.4M | 0.43% | −78,419−36.8% | Reduced |
| Allied Investment Advisors, LLC | 132,978 | $10.2M | 1.47% | +8,500+6.8% | Added |
| Gotham Asset Management, LLC | 132,922 | $10.2M | 0.03% | −22,875−14.7% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 131,976 | $10.2M | 0.05% | −813−0.6% | Reduced |
| Trexquant Investment LP | 131,185 | $10.1M | 0.07% | −96,116−42.3% | Reduced |
| State of New Jersey Common Pension Fund D | 131,111 | $10.1M | 0.04% | −1,779−1.3% | Reduced |
| Factory Mutual Insurance Co | 130,800 | $10.1M | 0.11% | +2,000+1.6% | Added |
| Mariner, LLC | 129,507 | $9.98M | 0.01% | −4,712−3.5% | Reduced |
| Ensign Peak Advisors, Inc | 128,773 | $9.93M | 0.02% | +28,651+28.6% | Added |
| Segall Bryant & Hamill, LLC | 127,408 | $9.82M | 0.14% | +127,408 | New |
| BLI - Banque de Luxembourg Investments | 113,377 | $9.82M | 0.29% | 00.0% | Unchanged |