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, Q2 2026
Institutional positions in Otis Worldwide Corp as of Jun 30, 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
- 1,232
- +9 vs. Q1 2026
- Shares held
- 356.7M
- +12.3M (+3.6%) vs. Q1 2026
- Total value
- $25.6B
- −$1.03B (−3.9%) vs. Q1 2026
- New holders
- 133
- 431 more added
- Sold out
- 124
- 457 more reduced
22 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 271,620 | $19.4M | 0.04% | −15,740−5.5% | Reduced |
| Manufacturers Life Insurance Company, The | 272,748 | $19.5M | 0.02% | −14,257−5.0% | Reduced |
| Segall Bryant & Hamill, LLC | 285,534 | $20.4M | 0.24% | +158,126+124.1% | Added |
| KBC Group NV | 296,759 | $21.2M | 0.05% | −156,300−34.5% | Reduced |
| Artisan Partners Limited Partnership | 305,324 | $21.9M | 0.04% | −103,999−25.4% | Reduced |
| KLP Kapitalforvaltning AS | 309,242 | $22.1M | 0.07% | +15,100+5.1% | Added |
| The PNC Financial Services Group, Inc. | 314,863 | $22.5M | 0.01% | −24,314−7.2% | Reduced |
| Nordea Investment Management AB | 319,220 | $22.9M | 0.02% | +223,182+232.4% | Added |
| Aviva PLC | 329,733 | $23.6M | 0.03% | +2,213+0.7% | Added |
| State Board of Administration of Florida Retirement System | 339,183 | $24.3M | 0.04% | −5,690−1.6% | Reduced |
| Trexquant Investment LP | 340,751 | $24.4M | 0.15% | +209,566+159.7% | Added |
| Boston Partners | 341,831 | $24.5M | 0.02% | +299+0.1% | Added |
| Erste Asset Management GmbH | 337,299 | $24.5M | 0.19% | +158,623+88.8% | Added |
| Gotham Asset Management, LLC | 351,227 | $25.1M | 0.06% | +218,305+164.2% | Added |
| Great West Life Assurance Co | 355,553 | $25.4M | 0.04% | −53,410−13.1% | Reduced |
| National Bank of Canada | 359,625 | $25.7M | 0.02% | −58,019−13.9% | Reduced |
| Standard Life Aberdeen plc | 361,495 | $25.9M | 0.04% | +23,615+7.0% | Added |
| J. Safra Sarasin Holding AG | 337,541 | $26.0M | 0.37% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 364,278 | $26.1M | 0.11% | +85,867+30.8% | Added |
| Capital Fund Management S.A. | 376,724 | $27.0M | 0.19% | −216,007−36.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 379,671 | $27.2M | 0.05% | +210,453+124.4% | Added |
| J. Stern & Co. LLP | 387,610 | $27.8M | 2.62% | −7,255−1.8% | Reduced |
| Railway Pension Investments Ltd | 394,800 | $28.3M | 0.36% | −15,200−3.7% | Reduced |
| LPL Financial LLC | 402,690 | $28.8M | 0.01% | +126,106+45.6% | Added |
| Korea Investment CORP | 403,037 | $28.9M | 0.05% | +32,186+8.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 405,384 | $29.1M | 0.04% | +79,586+24.4% | Added |
| Toroso Investments, LLC | 407,080 | $29.1M | 0.07% | −24,737−5.7% | Reduced |
| ING Groep NV | 409,443 | $29.3M | 0.14% | +82,009+25.0% | Added |
| Millennium Management LLC | 411,556 | $29.5M | 0.02% | +323,020+364.8% | Added |
| Storebrand Asset Management AS | 411,823 | $29.5M | 0.07% | −10,189−2.4% | Reduced |
| HighTower Advisors, LLC | 421,311 | $30.2M | 0.03% | −153,751−26.7% | Reduced |
| GFI Investment Counsel Ltd. | 442,927 | $31.7M | 4.30% | −142,437−24.3% | Reduced |
| First Trust Advisors LP | 468,973 | $33.6M | 0.02% | −104,276−18.2% | Reduced |
| Voloridge Investment Management, LLC | 510,297 | $36.5M | 0.16% | −409,436−44.5% | Reduced |
| Prudential Financial Inc | 533,373 | $38.2M | 0.04% | +308,905+137.6% | Added |
| Tudor Investment Corp Et Al | 540,436 | $38.7M | 0.16% | +540,436 | New |
| Ameriprise Financial Inc | 549,082 | $39.3M | 0.01% | +22,734+4.3% | Added |
| SEI Investments Co | 574,680 | $41.1M | 0.04% | +44,273+8.3% | Added |
| Barclays PLC | 575,468 | $41.2M | 0.01% | −280,065−32.7% | Reduced |
| Principal Financial Group Inc | 582,859 | $41.7M | 0.02% | +145,739+33.3% | Added |
| Fisher Asset Management, LLC | 587,018 | $42.0M | 0.01% | −32,464−5.2% | Reduced |
| Allianz Asset Management GmbH | 615,209 | $44.0M | 0.04% | +65,141+11.8% | Added |
| Quantinno Capital Management LP | 633,649 | $45.4M | 0.05% | +385,539+155.4% | Added |
| Envestnet Asset Management Inc | 634,538 | $45.4M | 0.01% | +170,600+36.8% | Added |
| California State Teachers Retirement System | 635,109 | $45.5M | 0.04% | +7,958+1.3% | Added |
| Brown Brothers Harriman & Co | 670,926 | $48.0M | 0.21% | −107,209−13.8% | Reduced |
| Neuberger Berman Group LLC | 673,159 | $48.3M | 0.03% | +18,001+2.7% | Added |
| California Public Employees Retirement System | 691,556 | $49.5M | 0.03% | +1560.0% | Added |
| Rhumbline Advisers | 716,059 | $51.3M | 0.04% | −45,525−6.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 733,014 | $52.5M | 0.02% | −484,900−39.8% | Reduced |
| DnB Asset Management AS | 746,976 | $53.5M | 0.15% | −5,743−0.8% | Reduced |
| Victory Capital Management Inc | 749,401 | $53.7M | 0.03% | +6,173+0.8% | Added |
| Vanguard Asset Management, Ltd | 750,800 | $53.8M | 0.04% | +81,818+12.2% | Added |
| Raymond James Financial Inc | 757,154 | $54.2M | 0.01% | +271,833+56.0% | Added |
| Great Lakes Advisors, LLC | 759,953 | $54.4M | 0.41% | +139,946+22.6% | Added |
| National Pension Service | 761,439 | $54.5M | 0.04% | +108,638+16.6% | Added |
| BNP Paribas Arbitrage, SA | 766,832 | $54.9M | 0.03% | +76,448+11.1% | Added |
| SG Americas Securities, LLC | 813,630 | $58.3M | 0.03% | +493,856+154.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 826,066 | $59.1M | 0.03% | −6,066−0.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 831,638 | $59.5M | 0.06% | −35,254−4.1% | Reduced |
| Ci Investments Inc. | 844,938 | $60.5M | 0.19% | +844,938 | New |
| Pictet Asset Management Holding SA | 848,438 | $60.7M | 0.06% | −535,576−38.7% | Reduced |
| Gates Capital Management, Inc. | 867,273 | $62.1M | 2.04% | +129,715+17.6% | Added |
| Wells Fargo & Company | 880,714 | $63.1M | 0.01% | +136,430+18.3% | Added |
| HRT Financial LP | 891,285 | $63.8M | 0.12% | +209,424+30.7% | Added |
| Vanguard Global Advisers, LLC | 910,424 | $65.2M | 0.03% | +59,182+7.0% | Added |
| Citigroup Inc | 926,254 | $66.3M | 0.03% | −22,833−2.4% | Reduced |
| Qube Research & Technologies Ltd | 951,989 | $68.2M | 0.08% | −135,135−12.4% | Reduced |
| Nuveen, LLC | 961,010 | $68.8M | 0.02% | −216,378−18.4% | Reduced |
| FIFTHDELTA Ltd | 981,190 | $70.3M | 8.24% | +54,000+5.8% | Added |
| Scharf Investments, LLC | 1,007,995 | $72.2M | 2.38% | −158,574−13.6% | Reduced |
| ExodusPoint Capital Management, LP | 1,055,862 | $75.6M | 0.70% | +289,183+37.7% | Added |
| Nomura Asset Management International Inc. | 1,088,872 | $78.0M | 0.12% | −66,713−5.8% | Reduced |
| Russell Investments Group, Ltd. | 1,095,264 | $78.4M | 0.07% | −338,663−23.6% | Reduced |
| Swiss National Bank | 1,096,343 | $78.5M | 0.04% | −47,300−4.1% | Reduced |
| CIBC Bancorp USA Inc. | 1,196,850 | $85.8M | 0.11% | −1,667,377−58.2% | Reduced |
| HSBC Holdings PLC | 1,269,413 | $90.9M | 0.04% | +513,778+68.0% | Added |
| Worldquant Millennium Advisors LLC | 1,311,319 | $93.9M | 0.32% | +705,067+116.3% | Added |
| Squarepoint Ops LLC | 1,314,313 | $94.1M | 0.18% | −66,731−4.8% | Reduced |
| Pacer Advisors, Inc. | 1,367,999 | $97.9M | 0.25% | +1,348,087+6,770.2% | Added |
| Alliancebernstein L.P. | 1,305,675 | $100.6M | 0.04% | −2,519,817−65.9% | Reduced |
| Lazard Freres Gestion S.A.S. | 1,417,110 | $101.5M | 1.76% | +76,146+5.7% | Added |
| Man Group plc | 1,475,345 | $105.6M | 0.19% | +599,881+68.5% | Added |
| Renaissance Technologies LLC | 1,584,200 | $113.4M | 0.16% | −107,000−6.3% | Reduced |
| Royal Bank of Canada | 1,692,479 | $121.2M | 0.02% | +889,091+110.7% | Added |
| Deutsche Bank AG | 1,718,901 | $123.1M | 0.04% | +198,424+13.1% | Added |
| USS Investment Management Ltd | 1,759,239 | $126.0M | 0.50% | −7,996−0.5% | Reduced |
| Amundi | 1,844,777 | $132.1M | 0.03% | −41,646−2.2% | Reduced |
| Bank of Montreal | 1,906,445 | $136.5M | 0.05% | +360,130+23.3% | Added |
| UBS Group AG | 1,908,190 | $136.6M | 0.02% | +667,368+53.8% | Added |
| Citadel Advisors LLC | 1,953,085 | $139.8M | 0.08% | +1,166,957+148.4% | Added |
| Dimensional Fund Advisors LP | 1,963,270 | $140.6M | 0.03% | −6,102−0.3% | Reduced |
| Primecap Management Co | 2,055,440 | $147.2M | 0.09% | −37,120−1.8% | Reduced |
| Vanguard Fiduciary Trust Co | 2,154,445 | $154.3M | 0.03% | −34,721−1.6% | Reduced |
| Guinness Asset Management LTD | 2,202,384 | $157.6M | 2.67% | −143,708−6.1% | Reduced |
| Clean Energy Transition LLP | 2,305,007 | $165.0M | 11.49% | +1,596,659+225.4% | Added |
| Schroder Investment Management Group | 2,468,392 | $176.7M | 0.13% | +24,986+1.0% | Added |
| Legal & General Group Plc | 2,479,254 | $177.5M | 0.04% | −234,666−8.6% | Reduced |
| Charles Schwab Investment Management Inc | 2,480,957 | $177.6M | 0.02% | +32,389+1.3% | Added |
| Bank of America Corp | 2,642,922 | $189.2M | 0.01% | +3,367+0.1% | Added |