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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 421,311 | $30.2M | 0.03% | −153,751−26.7% | Reduced |
| Storebrand Asset Management AS | 411,823 | $29.5M | 0.07% | −10,189−2.4% | Reduced |
| Millennium Management LLC | 411,556 | $29.5M | 0.02% | +323,020+364.8% | Added |
| ING Groep NV | 409,443 | $29.3M | 0.14% | +82,009+25.0% | Added |
| Toroso Investments, LLC | 407,080 | $29.1M | 0.07% | −24,737−5.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 405,384 | $29.1M | 0.04% | +79,586+24.4% | Added |
| Korea Investment CORP | 403,037 | $28.9M | 0.05% | +32,186+8.7% | Added |
| LPL Financial LLC | 402,690 | $28.8M | 0.01% | +126,106+45.6% | Added |
| Railway Pension Investments Ltd | 394,800 | $28.3M | 0.36% | −15,200−3.7% | Reduced |
| J. Stern & Co. LLP | 387,610 | $27.8M | 2.62% | −7,255−1.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 379,671 | $27.2M | 0.05% | +210,453+124.4% | Added |
| Capital Fund Management S.A. | 376,724 | $27.0M | 0.19% | −216,007−36.4% | Reduced |
| Bridgewater Associates, LP | 364,278 | $26.1M | 0.11% | +85,867+30.8% | Added |
| J. Safra Sarasin Holding AG | 337,541 | $26.0M | 0.37% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 361,495 | $25.9M | 0.04% | +23,615+7.0% | Added |
| National Bank of Canada | 359,625 | $25.7M | 0.02% | −58,019−13.9% | Reduced |
| Great West Life Assurance Co | 355,553 | $25.4M | 0.04% | −53,410−13.1% | Reduced |
| Gotham Asset Management, LLC | 351,227 | $25.1M | 0.06% | +218,305+164.2% | Added |
| Erste Asset Management GmbH | 337,299 | $24.5M | 0.19% | +158,623+88.8% | Added |
| Boston Partners | 341,831 | $24.5M | 0.02% | +299+0.1% | Added |
| Trexquant Investment LP | 340,751 | $24.4M | 0.15% | +209,566+159.7% | Added |
| State Board of Administration of Florida Retirement System | 339,183 | $24.3M | 0.04% | −5,690−1.6% | Reduced |
| Aviva PLC | 329,733 | $23.6M | 0.03% | +2,213+0.7% | Added |
| Nordea Investment Management AB | 319,220 | $22.9M | 0.02% | +223,182+232.4% | Added |
| The PNC Financial Services Group, Inc. | 314,863 | $22.5M | 0.01% | −24,314−7.2% | Reduced |
| KLP Kapitalforvaltning AS | 309,242 | $22.1M | 0.07% | +15,100+5.1% | Added |
| Artisan Partners Limited Partnership | 305,324 | $21.9M | 0.04% | −103,999−25.4% | Reduced |
| KBC Group NV | 296,759 | $21.2M | 0.05% | −156,300−34.5% | Reduced |
| Segall Bryant & Hamill, LLC | 285,534 | $20.4M | 0.24% | +158,126+124.1% | Added |
| Manufacturers Life Insurance Company, The | 272,748 | $19.5M | 0.02% | −14,257−5.0% | Reduced |
| New York State Teachers Retirement System | 271,620 | $19.4M | 0.04% | −15,740−5.5% | Reduced |
| Swedbank AB | 267,246 | $19.1M | 0.02% | +644+0.2% | Added |
| Ensign Peak Advisors, Inc | 263,835 | $18.9M | 0.03% | +135,062+104.9% | Added |
| APG Asset Management N.V. | 300,722 | $18.8M | 0.05% | +67,357+28.9% | Added |
| Davidson Investment Advisors | 262,612 | $18.8M | 0.77% | −33,062−11.2% | Reduced |
| Rathbone Brothers plc | 261,274 | $18.7M | 0.07% | −94,749−26.6% | Reduced |
| Stifel Financial Corp | 259,575 | $18.6M | 0.02% | +103,520+66.3% | Added |
| CI Private Wealth, LLC | 258,430 | $18.5M | 0.03% | +106,606+70.2% | Added |
| River Road Asset Management, LLC | 255,913 | $18.3M | 0.20% | +255,913 | New |
| Teacher Retirement System of Texas | 249,147 | $17.8M | 0.05% | −199,206−44.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 242,687 | $17.4M | 0.04% | −188,314−43.7% | Reduced |
| Welch & Forbes LLC | 238,066 | $17.0M | 0.21% | −7,612−3.1% | Reduced |
| Danske Bank A/S | 232,894 | $16.7M | 0.03% | −11,600−4.7% | Reduced |
| Handelsbanken Fonder AB | 226,957 | $16.3M | 0.05% | +13,426+6.3% | Added |
| New York State Common Retirement Fund | 221,506 | $15.9M | 0.02% | −9,000−3.9% | Reduced |
| Pinebridge Investments LLC | 215,750 | $15.4M | 0.13% | −45,518−17.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 215,220 | $15.4M | 0.02% | −627−0.3% | Reduced |
| Coerente Capital Management | 209,885 | $15.0M | 2.77% | −18,029−7.9% | Reduced |
| State of Wisconsin Investment Board | 207,244 | $14.8M | 0.03% | −16,431−7.3% | Reduced |
| First Eagle Investment Management, LLC | 205,863 | $14.7M | 0.02% | +9,830+5.0% | Added |
| Creative Planning | 203,400 | $14.6M | 0.01% | +32,877+19.3% | Added |
| Vanguard Investments Australia, Ltd. | 198,109 | $14.2M | 0.04% | +4,462+2.3% | Added |
| Virginia Retirement Systems Et Al | 196,650 | $14.1M | 0.08% | +73,650+59.9% | Added |
| Jefferies Financial Group Inc. | 193,236 | $13.8M | 0.13% | −48,264−20.0% | Reduced |
| Los Angeles Capital Management LLC | 192,195 | $13.8M | 0.05% | +189,965+8,518.6% | Added |
| Janney Montgomery Scott LLC | 191,498 | $13.7M | 0.03% | +89,294+87.4% | Added |
| Royal London Asset Management Ltd | 191,154 | $13.7M | 0.03% | −1,045−0.5% | Reduced |
| Occudo Quantitative Strategies LP | 190,691 | $13.7M | 0.73% | +107,002+127.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 186,707 | $13.4M | 0.03% | −6,277−3.3% | Reduced |
| Foyston, Gordon, & Payne Inc | 183,616 | $13.1M | 2.81% | +48,296+35.7% | Added |
| Cerity Partners LLC | 183,124 | $13.1M | 0.02% | +25,738+16.4% | Added |
| Assenagon Asset Management S.A. | 180,205 | $12.9M | 0.02% | −245,138−57.6% | Reduced |
| CIBC Asset Management Inc | 179,432 | $12.8M | 0.03% | −27,689−13.4% | Reduced |
| Varma Mutual Pension Insurance Co | 173,442 | $12.4M | 0.07% | +22,800+15.1% | Added |
| Asset Management One Co.,Ltd. | 169,000 | $12.1M | 0.03% | +3,588+2.2% | Added |
| UniSuper Management Pty Ltd | 168,480 | $12.1M | 0.06% | −121,187−41.8% | Reduced |
| DekaBank Deutsche Girozentrale | 158,568 | $12.1M | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 164,647 | $11.8M | 0.02% | +155,790+1,758.9% | Added |
| Treasurer of the State of North Carolina | 163,646 | $11.7M | 0.03% | −3,410−2.0% | Reduced |
| Tredje AP-fonden | 154,827 | $11.1M | 0.05% | +45,874+42.1% | Added |
| TD Asset Management Inc | 153,520 | $11.0M | 0.01% | −52,644−25.5% | Reduced |
| Toronto Dominion Bank | 153,205 | $11.0M | 0.02% | +33,390+27.9% | Added |
| Allied Investment Advisors, LLC | 150,535 | $10.8M | 1.35% | +17,557+13.2% | Added |
| Mariner, LLC | 149,626 | $10.7M | 0.01% | +20,119+15.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 164,056 | $10.6M | 0.08% | −7,147−4.2% | Reduced |
| Quintet Private Bank (Europe) S.A. | 144,733 | $10.4M | 0.65% | −11,043−7.1% | Reduced |
| Mill Capital Management, LLC | 144,579 | $10.4M | 0.69% | +136+0.1% | Added |
| Moran Wealth Management, LLC | 144,383 | $10.3M | 0.28% | +34,565+31.5% | Added |
| Colony Group, LLC | 140,388 | $10.1M | 0.01% | −27,060−16.2% | Reduced |
| AdviceOne Advisory Services, LLC | 140,247 | $10.0M | 5.67% | −360.0% | Reduced |
| M&T Bank Corp | 139,927 | $10.0M | 0.03% | −7,385−5.0% | Reduced |
| Summitry LLC | 138,630 | $9.93M | 0.33% | +138,630 | New |
| Credit Agricole S A | 138,315 | $9.90M | 0.03% | −83,600−37.7% | Reduced |
| US Bancorp | 138,184 | $9.89M | 0.01% | −2,455−1.7% | Reduced |
| Nomura Asset Management Co Ltd | 136,384 | $9.77M | 0.02% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 134,500 | $9.63M | 1.05% | +20,400+17.9% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 133,620 | $9.57M | 0.07% | +19,000+16.6% | Added |
| Factory Mutual Insurance Co | 130,250 | $9.33M | 0.09% | −550−0.4% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 127,556 | $9.13M | 0.91% | −22,654−15.1% | Reduced |
| State of New Jersey Common Pension Fund D | 124,798 | $8.94M | 0.03% | −6,313−4.8% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 122,198 | $8.75M | 0.04% | −9,778−7.4% | Reduced |
| Quantbot Technologies LP | 121,483 | $8.70M | 0.34% | −13,350−9.9% | Reduced |
| Fayez Sarofim & Co | 119,017 | $8.52M | 0.02% | −55,838−31.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 117,415 | $8.41M | 0.01% | +23,800+25.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 116,924 | $8.37M | 0.04% | −2,300−1.9% | Reduced |
| Cetera Investment Advisers | 114,287 | $8.18M | 0.01% | +43,605+61.7% | Added |
| Peapack Gladstone Financial Corp | 114,259 | $8.18M | 0.09% | +21,395+23.0% | Added |
| Mn Services Vermogensbeheer B.V. | 113,160 | $8.10M | 0.06% | −39,200−25.7% | Reduced |
| XTX Topco Ltd | 112,346 | $8.04M | 0.10% | −88,799−44.1% | Reduced |
| Resona Asset Management Co.,Ltd. | 111,583 | $8.02M | 0.04% | −6,657−5.6% | Reduced |