Otis WorldwideOTIS
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 1,232 institutions reported holding Otis Worldwide Corp. (OTIS) in their 13F filings, down 12 from Q1 2026. 114 opened new positions and 122 sold out. The largest holders were BlackRock, Inc. ($2.3B), Vanguard Capital Management LLC ($1.8B) and Vanguard Portfolio Management LLC ($1.4B). 10 famous investors held it, including David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio).
- Company
- Otis Worldwide Corp.
- Sector
- Technology
- CUSIP
- 68902V107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 114 | $220.9M |
| Exits | 122 | $653.0M |
All 13F filers, Q1 2026 → Q2 2026: 38,984,803 shares bought and 35,410,806 shares sold, net +3,573,997 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,232 holders
| BlackRock, Inc. | 0.03% | Reduce -1.9% | 31,620,354 | $2.3B |
| Vanguard Capital Management LLC | 0.04% | Reduce -0.8% | 25,061,198 | $1.8B |
| Vanguard Portfolio Management LLC | 0.06% | Add +1.3% | 19,956,721 | $1.4B |
| State Street Corp. | 0.04% | Add +2.9% | 16,664,994 | $1.2B |
| Geode Capital Management, LLC | 0.05% | Add +1.1% | 12,589,525 | $906.4M |
| Franklin Resources Inc. | 0.19% | Add +2.3% | 11,784,188 | $843.7M |
| Morgan Stanley | 0.04% | Reduce -15.4% | 10,964,838 | $785.1M |
| FMR LLC | 0.03% | Add +26.7% | 10,109,592 | $723.8M |
| Norges Bank | 0.06% | — | 8,602,119 | $615.9M |
| Clearbridge Investments, LLC | 0.44% | Add +177.3% | 7,461,546 | $534.2M |
| T. Rowe Price Associates Inc. | 0.04% | Reduce -30.9% | 6,104,625 | $437.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.23% | Add +0.4% | 5,918,140 | $423.7M |
| D. E. Shaw & Co. | 0.26% | Add +57.4% | 5,439,203 | $389.4M |
| Independent Franchise Partners LLP | 2.42% | Add +414.0% | 5,152,104 | $368.9M |
| AQR Capital Management | 0.12% | Add +204.7% | 4,625,150 | $331.2M |
| PineStone Asset Management Inc. | 1.90% | Reduce -4.5% | 4,290,454 | $307.2M |
| Massachusetts Financial Services Co. | 0.10% | Reduce -46.0% | 4,103,431 | $303.9M |
| Fiera Capital Corp | 1.08% | Reduce -15.0% | 4,138,739 | $296.3M |
| Van Eck Associates Corp. | 0.18% | Add +0.6% | 3,993,011 | $285.9M |
| Invesco Ltd. | 0.02% | Reduce -0.4% | 3,953,975 | $283.1M |
| Northern Trust Corp. | 0.03% | Reduce -3.9% | 3,900,999 | $279.3M |
| BLS Capital Fondsmaeglerselskab A/S | 10.72% | Reduce -11.4% | 3,885,445 | $278.2M |
| Wellington Management Group LLP | 0.04% | Reduce -5.3% | 3,335,941 | $238.9M |
| Goldman Sachs Group Inc. | 0.02% | Add +7.2% | 3,165,336 | $226.6M |
| Two Sigma Investments, LP | 0.18% | Add +62.0% | 3,138,794 | $224.7M |
| Canada Pension Plan Investment Board | 0.12% | Reduce -4.5% | 3,114,562 | $223.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -19.6% | 3,021,264 | $220.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -7.2% | 3,071,357 | $219.9M |
| Canoe Financial LP | 2.70% | Add +24.3% | 3,044,476 | $218.0M |
| Capital Research Global Investors | 0.03% | Add +0.8% | 2,896,828 | $207.4M |
| Bank of New York Mellon Corp | 0.03% | Reduce -3.8% | 2,741,590 | $196.3M |
| Bank of America Corp. | 0.01% | Add +0.1% | 2,642,922 | $189.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.3% | 2,480,957 | $177.6M |
| Legal & General Group Plc | 0.04% | Reduce -8.7% | 2,479,254 | $177.5M |
| Schroder Investment Management Group | 0.13% | Add +1.0% | 2,468,392 | $176.7M |
| Clean Energy Transition LLP | 11.49% | Add +225.4% | 2,305,007 | $165.0M |
| Guinness Asset Management LTD | 2.67% | Reduce -6.1% | 2,202,384 | $157.6M |
| Vanguard Fiduciary Trust Co. | 0.03% | Reduce -1.6% | 2,154,445 | $154.3M |
| Primecap Management Co. | 0.09% | Reduce -1.8% | 2,055,440 | $147.2M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -0.3% | 1,963,270 | $140.6M |
| Citadel Advisors | 0.08% | Add +148.4% | 1,953,085 | $139.8M |
| UBS Group AG | 0.02% | Add +53.8% | 1,908,190 | $136.6M |
| Bank of Montreal | 0.05% | Add +23.3% | 1,906,445 | $136.5M |
| Amundi | 0.03% | Reduce -2.2% | 1,844,777 | $132.1M |
| USS Investment Management Ltd | 0.50% | Reduce -0.5% | 1,759,239 | $126.0M |
| Deutsche Bank AG | 0.04% | Add +13.1% | 1,718,901 | $123.1M |
| Royal Bank of Canada | 0.02% | Add +110.7% | 1,692,479 | $121.2M |
| Renaissance Technologies | 0.16% | Reduce -6.3% | 1,584,200 | $113.4M |
| Man Group plc | 0.20% | Add +68.5% | 1,475,345 | $105.6M |
| Lazard Freres Gestion S.A.S. | 1.76% | Add +5.7% | 1,417,110 | $101.5M |
| Alliancebernstein L.P. | 0.03% | Reduce -65.9% | 1,305,675 | $100.6M |
| Pacer Advisors, Inc. | 0.25% | Add +6770.2% | 1,367,999 | $97.9M |
| Squarepoint Ops LLC | 0.18% | Reduce -4.8% | 1,314,313 | $94.1M |
| Worldquant Millennium Advisors LLC | 0.32% | Add +116.3% | 1,311,319 | $93.9M |
| HSBC Holdings PLC | 0.04% | Add +68.0% | 1,269,413 | $90.9M |
| CIBC Bancorp USA Inc. | 0.11% | Reduce -58.2% | 1,196,850 | $85.8M |
| Swiss National Bank | 0.04% | Reduce -4.1% | 1,096,343 | $78.5M |
| Russell Investments Group, Ltd. | 0.07% | Reduce -23.6% | 1,095,264 | $78.4M |
| Nomura Asset Management International Inc. | 0.12% | Reduce -5.8% | 1,088,872 | $78.0M |
| ExodusPoint Capital Management, LP | 0.70% | Add +37.7% | 1,055,862 | $75.6M |
| Scharf Investments, LLC | 2.38% | Reduce -13.6% | 1,007,995 | $72.2M |
| FIFTHDELTA Ltd | 8.24% | Add +5.8% | 981,190 | $70.3M |
| Nuveen, LLC | 0.02% | Reduce -18.4% | 961,010 | $68.8M |
| Qube Research & Technologies Ltd | 0.08% | Reduce -12.4% | 951,989 | $68.2M |
| Citigroup Inc. | 0.03% | Reduce -2.4% | 926,254 | $66.3M |
| Vanguard Global Advisers, LLC | 0.03% | Add +7.0% | 910,424 | $65.2M |
| HRT Financial LP | 0.12% | Add +30.7% | 891,285 | $63.8M |
| Wells Fargo & Company | 0.01% | Add +18.3% | 880,714 | $63.1M |
| Gates Capital Management, Inc. | 2.04% | Add +17.6% | 867,273 | $62.1M |
| Pictet Asset Management Holding SA | 0.06% | Reduce -38.7% | 848,438 | $60.7M |
| CI Investments Inc. | 0.19% | New | 844,938 | $60.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.06% | Reduce -4.1% | 831,638 | $59.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -0.7% | 826,066 | $59.1M |
| SG Americas Securities, LLC | 0.03% | Add +154.4% | 813,630 | $58.3M |
| BNP Paribas Financial Markets | 0.03% | Add +11.1% | 766,832 | $54.9M |
| National Pension Service | 0.04% | Add +16.6% | 761,439 | $54.5M |
| Great Lakes Advisors, LLC | 0.41% | Add +22.6% | 759,953 | $54.4M |
| Raymond James Financial Inc. | 0.01% | Add +56.0% | 757,154 | $54.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.04% | Add +12.2% | 750,800 | $53.8M |
| Victory Capital Management Inc. | 0.03% | Add +0.8% | 749,401 | $53.7M |
| DNB Asset Management AS | 0.15% | Reduce -0.8% | 746,976 | $53.5M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -39.8% | 733,014 | $52.5M |
| Rhumbline Advisers | 0.04% | Reduce -6.0% | 716,059 | $51.3M |
| California Public Employees Retirement System | 0.03% | Add +0.0% | 691,556 | $49.5M |
| Neuberger Berman Group LLC | 0.03% | Add +2.8% | 673,159 | $48.3M |
| Brown Brothers Harriman & Co. | 0.21% | Reduce -13.8% | 670,926 | $48.0M |
| California State Teachers Retirement System | 0.04% | Add +1.3% | 635,109 | $45.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +36.8% | 634,538 | $45.4M |
| Quantinno Capital Management LP | 0.05% | Add +155.4% | 633,649 | $45.4M |
| Allianz Asset Management GmbH | 0.04% | Add +11.8% | 615,209 | $44.0M |
| Fisher Asset Management | 0.01% | Reduce -5.2% | 587,018 | $42.0M |
| Principal Financial Group Inc. | 0.02% | Add +33.3% | 582,859 | $41.7M |
| Barclays PLC | 0.01% | Reduce -32.7% | 575,468 | $41.2M |
| Sei Investments Co. | 0.04% | Add +8.3% | 574,680 | $41.1M |
| Ameriprise Financial Inc. | 0.01% | Add +4.3% | 549,082 | $39.3M |
| Tudor Investment Corporation | 0.16% | New | 540,436 | $38.7M |
| Prudential Financial Inc. | 0.04% | Add +137.6% | 533,373 | $38.2M |
| Voloridge Investment Management, LLC | 0.16% | Reduce -44.5% | 510,297 | $36.5M |
| First Trust Advisors LP | 0.02% | Reduce -18.2% | 468,973 | $33.6M |
| GFI Investment Counsel Ltd. | 4.30% | Reduce -24.3% | 442,927 | $31.7M |
"% of holder's portfolio" is OTIS's weight in each manager's 13F, not the share of Otis Worldwide Corp. the manager owns.