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 |
|---|---|---|---|---|---|
| Sone Capital Management, LLC | 126,251 | $9.73M | 0.82% | −269,397−68.1% | Reduced |
| BCV Asset Management Inc. | 123,691 | $9.53M | 0.33% | +1,023+0.8% | Added |
| Virginia Retirement Systems Et Al | 123,000 | $9.48M | 0.07% | +103,400+527.6% | Added |
| Toronto Dominion Bank | 119,815 | $9.24M | 0.02% | −115,597−49.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 119,224 | $9.19M | 0.05% | +38,400+47.5% | Added |
| Resona Asset Management Co.,Ltd. | 118,240 | $9.10M | 0.05% | −653−0.5% | Reduced |
| Brown Advisory Inc | 116,287 | $8.96M | 0.01% | −4,897−4.0% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $8.83M | 0.07% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 114,100 | $8.79M | 1.06% | +16,000+16.3% | Added |
| Public Employees Retirement System of Ohio | 113,579 | $8.75M | 0.03% | −3,872−3.3% | Reduced |
| Moran Wealth Management, LLC | 109,818 | $8.46M | 0.26% | +233+0.2% | Added |
| Tredje AP-fonden | 108,953 | $8.40M | 0.05% | +108,953 | New |
| Federated Hermes, Inc. | 106,290 | $8.19M | 0.01% | +37,206+53.9% | Added |
| Arizona State Retirement System | 105,895 | $8.16M | 0.05% | −1,833−1.7% | Reduced |
| Czech National Bank | 105,866 | $8.16M | 0.05% | +3,103+3.0% | Added |
| Kentucky Retirement Systems | 69,696 | $7.93M | 0.59% | +44,885+180.9% | Added |
| Commonwealth Equity Services, LLC | 102,478 | $7.90M | 0.01% | −3,052−2.9% | Reduced |
| Janney Montgomery Scott LLC | 102,204 | $7.88M | 0.02% | +41,430+68.2% | Added |
| State of Michigan Retirement System | 101,507 | $7.82M | 0.04% | −500−0.5% | Reduced |
| SEB Asset Management AB | 101,369 | $7.81M | 0.03% | +101,369 | New |
| Aquatic Capital Management LLC | 100,609 | $7.75M | 0.22% | −23,398−18.9% | Reduced |
| Baldwin Brothers Inc | 100,162 | $7.72M | 0.56% | −8,238−7.6% | Reduced |
| Nisa Investment Advisors, LLC | 99,474 | $7.67M | 0.03% | −2,418−2.4% | Reduced |
| Qsemble Capital Management, LP | 98,515 | $7.59M | 0.58% | −29,625−23.1% | Reduced |
| Connecticut Wealth Management, LLC | 97,611 | $7.52M | 0.32% | −5,913−5.7% | Reduced |
| Machina Capital S.A.S. | 97,203 | $7.49M | 1.47% | +1,936+2.0% | Added |
| Nordea Investment Management AB | 96,038 | $7.28M | 0.01% | +19,474+25.4% | Added |
| Captrust Financial Advisors | 93,822 | $7.23M | 0.01% | −5,396−5.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 93,615 | $7.22M | 0.01% | +93,615 | New |
| Peapack Gladstone Financial Corp | 92,864 | $7.16M | 0.09% | −14,625−13.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 91,125 | $7.02M | 0.03% | −1,203−1.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 90,992 | $7.01M | 0.24% | +49,054+117.0% | Added |
| MetLife Investment Management | 90,850 | $7.00M | 0.04% | −2,579−2.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 90,550 | $6.98M | 0.04% | −100−0.1% | Reduced |
| Voya Investment Management LLC | 90,318 | $6.96M | 0.01% | −17,433−16.2% | Reduced |
| Impax Asset Management Group plc | 89,867 | $6.93M | 0.05% | −5,974−6.2% | Reduced |
| Pinnacle Financial Partners, Inc. | 89,539 | $6.90M | 0.05% | −152−0.2% | Reduced |
| Cloverfields Capital Group, LP | 89,064 | $6.87M | 2.22% | −3,465−3.7% | Reduced |
| Millennium Management LLC | 88,536 | $6.82M | 0.01% | −2,298,930−96.3% | Reduced |
| Pictet North America Advisors SA | 87,639 | $6.76M | 0.67% | −6,607−7.0% | Reduced |
| Advisor Group Holdings, Inc. | 86,822 | $6.69M | 0.01% | +10,530+13.8% | Added |
| Thrivent Financial for Lutherans | 86,068 | $6.63M | 0.01% | −69−0.1% | Reduced |
| Occudo Quantitative Strategies LP | 83,689 | $6.52M | 0.35% | +21,455+34.5% | Added |
| Elo Mutual Pension Insurance Co | 83,236 | $6.42M | 0.11% | +5,194+6.7% | Added |
| Retirement Systems of Alabama | 82,547 | $6.36M | 0.02% | −360−0.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 82,256 | $6.34M | 0.02% | +12,125+17.3% | Added |
| Fifth Third Bancorp | 81,714 | $6.30M | 0.01% | +71,123+671.5% | Added |
| IFM Investors Pty Ltd | 80,576 | $6.21M | 0.05% | +2,070+2.6% | Added |
| Capitolis Liquid Global Markets LLC | 79,453 | $6.12M | 0.04% | +79,453 | New |
| Bahl & Gaynor Inc | 78,327 | $6.04M | 0.03% | −3,884−4.7% | Reduced |
| Daiwa Securities Group Inc. | 78,105 | $6.02M | 0.02% | −12,565−13.9% | Reduced |
| Twinbeech Capital LP | 77,400 | $5.97M | 0.62% | −80,476−51.0% | Reduced |
| Sciencast Management LP | 75,916 | $5.85M | 0.75% | +56,737+295.8% | Added |
| Windward Capital Management Co | 73,205 | $5.64M | 0.46% | −229−0.3% | Reduced |
| Voleon Capital Management LP | 71,009 | $5.47M | 0.12% | +6,290+9.7% | Added |
| Amalgamated Bank | 71,009 | $5.47M | 0.04% | −1,366−1.9% | Reduced |
| Cetera Investment Advisers | 70,682 | $5.45M | 0.01% | +4,329+6.5% | Added |
| Xponance, Inc. | 70,071 | $5.40M | 0.04% | +9,292+15.3% | Added |
| ProShare Advisors LLC | 69,658 | $5.37M | 0.01% | −15,100−17.8% | Reduced |
| Oak Thistle LLC | 68,759 | $5.30M | 0.51% | +45,331+193.5% | Added |
| Morningstar Investment Management LLC | 68,541 | $5.28M | 0.33% | +48,413+240.5% | Added |
| BTC Capital Management, Inc. | 68,306 | $5.26M | 0.36% | +2,613+4.0% | Added |
| Delta Asset Management LLC | 68,171 | $5.25M | 0.48% | −1,537−2.2% | Reduced |
| Lincoln Capital LLC | 67,875 | $5.23M | 0.99% | −988−1.4% | Reduced |
| Calamos Advisors LLC | 67,535 | $5.21M | 0.02% | +2,765+4.3% | Added |
| Louisbourg Investments Inc. | 83,707 | $5.20M | 0.98% | +7,430+9.7% | Added |
| Amica Mutual Insurance Co | 66,982 | $5.16M | 0.44% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 66,286 | $5.11M | 0.06% | +630+1.0% | Added |
| Commerce Bank | 66,228 | $5.10M | 0.02% | +6,987+11.8% | Added |
| Vinva Investment Management Ltd | 66,870 | $5.10M | 0.06% | +50,877+318.1% | Added |
| PEAK6 LLC | 65,904 | $5.08M | 0.15% | +65,904 | New |
| Empowered Funds, LLC | 65,540 | $5.05M | 0.03% | +23,418+55.6% | Added |
| Axq Capital, LP | 64,202 | $4.95M | 0.64% | +45,972+252.2% | Added |
| Invenomic Capital Management LP | 64,052 | $4.94M | 0.23% | +64,052 | New |
| Evergreen Capital Management LLC | 63,824 | $4.92M | 0.11% | −1,057−1.6% | Reduced |
| WSFS Capital Management, LLC | 63,468 | $4.89M | 0.24% | +5,965+10.4% | Added |
| Utah Retirement Systems | 63,416 | $4.89M | 0.05% | −1,610−2.5% | Reduced |
| Point72 Asset Management, L.P. | 62,710 | $4.83M | 0.01% | −84,309−57.3% | Reduced |
| Public Sector Pension Investment Board | 62,519 | $4.82M | 0.02% | +12,243+24.4% | Added |
| Oxbow Advisors, LLC | 62,449 | $4.81M | 0.41% | +30,743+97.0% | Added |
| Natixis | 62,140 | $4.79M | 0.02% | −51,582−45.4% | Reduced |
| NEOS Investment Management LLC | 61,814 | $4.76M | 0.02% | +3,563+6.1% | Added |
| Antipodes Partners Ltd | 61,687 | $4.75M | 0.09% | −3,664−5.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 64,091 | $4.74M | 0.01% | −87,155−57.6% | Reduced |
| Graybill Bartz & Assoc Ltd | 60,768 | $4.68M | 1.43% | +1,817+3.1% | Added |
| Groupe la Francaise | 60,411 | $4.66M | 0.07% | +6,511+12.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 60,309 | $4.65M | 0.04% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 60,201 | $4.64M | 0.01% | −13,390−18.2% | Reduced |
| Swiss Life Asset Management Ltd | 60,004 | $4.63M | 0.02% | +562+0.9% | Added |
| Janus Henderson Group PLC | 59,297 | $4.57M | 0.00% | +4,136+7.5% | Added |
| Bank of Nova Scotia | 59,063 | $4.55M | 0.01% | −54,148−47.8% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 59,032 | $4.55M | 0.04% | +2,889+5.1% | Added |
| Candriam Luxembourg S.C.A. | 58,979 | $4.55M | 0.02% | −10,755−15.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 58,000 | $4.47M | 0.04% | +58,000 | New |
| Mercer Global Advisors Inc | 57,980 | $4.47M | 0.01% | −5,437−8.6% | Reduced |
| Rakuten Investment Management, Inc. | 58,430 | $4.46M | 0.01% | +6,395+12.3% | Added |
| New York Life Investment Management LLC | 57,645 | $4.44M | 0.04% | +1,084+1.9% | Added |
| Brevan Howard Capital Management LP | 56,487 | $4.35M | 0.04% | −8,677−13.3% | Reduced |
| Caisse des Depots Et Consignations | 55,325 | $4.26M | 0.07% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 54,285 | $4.18M | 0.01% | +3,208+6.3% | Added |