Otis WorldwideOTIS
13F holders, Q1 2024 (March 31)1,199holders
11famous investors
$99.21avg. 13F price*
At the end of Q1 2024, 1,199 institutions reported holding Otis Worldwide Corp. (OTIS) in their 13F filings. The largest holders were Vanguard Group Inc. ($4.5B), BlackRock Inc. ($3.4B) and Alliancebernstein L.P. ($2.1B). 11 famous investors held it, including Terry Smith (2.4% of Fundsmith's portfolio), Jeremy Grantham (1.7% of GMO's portfolio) and Joel Greenblatt (0.2% of Gotham Asset Management'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $174.4M |
| Exits | 74 | $78.2M |
Ownership 1,199 holders
| Vanguard Group Inc. | 0.09% | Reduce -1.2% | 45,237,448 | $4.5B |
| BlackRock Inc. | 0.08% | Reduce -0.7% | 34,736,141 | $3.4B |
| Alliancebernstein L.P. | 0.76% | Add +12.4% | 21,589,897 | $2.1B |
| State Street Corp. | 0.07% | Add +0.6% | 15,734,532 | $1.6B |
| Morgan Stanley | 0.10% | Add +1.9% | 12,972,821 | $1.3B |
| JPMorgan Chase & Co. | 0.10% | Add +35.0% | 11,155,836 | $1.1B |
| Geode Capital Management, LLC | 0.10% | Add +2.5% | 10,725,518 | $1.1B |
| Fiera Capital Corp | 2.20% | Add +0.8% | 7,620,037 | $756.4M |
| Massachusetts Financial Services Co. | 0.22% | Reduce -2.0% | 7,339,946 | $728.6M |
| Norges Bank | 0.11% | Reduce -0.5% | 6,993,443 | $694.2M |
| Fundsmith | 2.45% | Reduce -2.3% | 6,295,103 | $624.9M |
| BLS Capital Fondsmaeglerselskab A/S | 12.83% | Reduce -8.2% | 5,067,179 | $503.0M |
| GMO | 1.67% | Add +19.4% | 4,637,078 | $460.3M |
| Northern Trust Corp. | 0.08% | Reduce -4.7% | 4,387,481 | $435.5M |
| Invesco Ltd. | 0.08% | Reduce -1.3% | 3,637,798 | $361.1M |
| Bank of America Corp. | 0.04% | Reduce -1.2% | 3,586,399 | $356.0M |
| Bank of New York Mellon Corp | 0.07% | Reduce -3.8% | 3,573,711 | $354.8M |
| Capital Research Global Investors | 0.08% | Reduce -60.0% | 3,521,581 | $349.6M |
| Sarasin & Partners LLP | 3.18% | Add +11.2% | 3,251,612 | $322.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.44% | Add +4.1% | 3,191,118 | $316.8M |
| CIBC Private Wealth Group LLC | 0.62% | Reduce -2.6% | 3,202,777 | $315.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.11% | Add +1.0% | 3,163,505 | $314.0M |
| Legal & General Group Plc | 0.09% | Add +1.4% | 3,067,303 | $304.5M |
| FMR LLC | 0.02% | Add +5.6% | 3,036,872 | $301.5M |
| Wellington Management Group LLP | 0.05% | Reduce -1.4% | 2,985,823 | $296.4M |
| Franklin Resources Inc. | 0.08% | Add +1516.6% | 2,661,499 | $264.2M |
| Goldman Sachs Group Inc. | 0.05% | Add +15.3% | 2,568,336 | $255.0M |
| Menora Mivtachim Holdings LTD. | 1.81% | Reduce -1.0% | 2,435,198 | $241.7M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -0.3% | 2,421,136 | $240.3M |
| Los Angeles Capital Management LLC | 0.79% | Reduce -1.1% | 2,327,531 | $231.1M |
| OMERS ADMINISTRATION Corp | 2.64% | No change | 2,324,016 | $230.7M |
| Schroder Investment Management Group | 0.27% | Add +66.2% | 2,310,102 | $229.3M |
| T. Rowe Price Associates Inc. | 0.03% | Reduce -14.6% | 2,265,249 | $224.9M |
| USS Investment Management Ltd | 1.80% | Add +0.5% | 2,204,580 | $218.8M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +1.0% | 2,195,588 | $218.0M |
| London Co. of Virginia | 1.14% | Add +1.2% | 2,182,625 | $216.7M |
| Boston Partners | 0.24% | Reduce -37.0% | 2,018,997 | $200.4M |
| Primecap Management Co. | 0.14% | Add +0.1% | 1,884,941 | $187.1M |
| PineStone Asset Management Inc. | 2.96% | Reduce -43.9% | 1,873,351 | $186.0M |
| Lazard Asset Management LLC | 0.23% | Reduce -8.5% | 1,777,643 | $176.5M |
| Guinness Asset Management LTD | 3.64% | Reduce -1.4% | 1,763,399 | $175.1M |
| State of Wisconsin Investment Board | 0.46% | Reduce -16.5% | 1,751,456 | $173.9M |
| Jacobs Levy Equity Management, Inc. | 0.76% | Add +6.5% | 1,708,294 | $169.6M |
| Fundsmith Investment Services LTD. | 2.24% | Add +0.4% | 1,700,842 | $168.8M |
| Pictet Asset Management Holding SA | 0.17% | Add +5.1% | 1,535,895 | $152.5M |
| Credit Suisse AG/ | 0.15% | Reduce -22.0% | 1,535,994 | $152.1M |
| Deutsche Bank AG | 0.07% | Add +1.8% | 1,451,252 | $144.1M |
| Jennison Associates LLC | 0.09% | Add +1.2% | 1,372,045 | $136.2M |
| Voloridge Investment Management, LLC | 0.48% | Add +65.8% | 1,324,531 | $131.5M |
| Clearbridge Investments, LLC | 0.10% | Reduce -2.8% | 1,322,070 | $131.2M |
| Russell Investments Group, Ltd. | 0.20% | Add +1.9% | 1,285,388 | $127.7M |
| Amundi | 0.05% | Add +4.6% | 1,323,659 | $126.4M |
| Swiss National Bank | 0.09% | Reduce -4.8% | 1,225,643 | $121.7M |
| Barclays PLC | 0.05% | Add +29.4% | 1,200,766 | $119.2M |
| Arrowstreet Capital, Limited Partnership | 0.10% | Add +7.7% | 1,091,000 | $108.3M |
| Fisher Asset Management | 0.05% | Reduce -2.0% | 1,074,490 | $106.7M |
| National Pension Service | 0.13% | Add +1.1% | 1,064,303 | $105.7M |
| Canoe Financial LP | 1.67% | New | 1,018,485 | $101.1M |
| Lazard Freres Gestion S.A.S. | 2.49% | Reduce -1.8% | 1,035,448 | $100.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | Add +0.9% | 1,009,178 | $100.2M |
| Aviva PLC | 0.33% | Add +0.8% | 990,578 | $98.3M |
| Nuveen Asset Management, LLC | 0.03% | Reduce -2.4% | 987,334 | $98.0M |
| Royal Bank of Canada | 0.02% | Add +11.9% | 962,492 | $95.5M |
| Fayez Sarofim & Co | 0.28% | Add +1.1% | 954,920 | $94.8M |
| Parnassus Investments, LLC | 0.20% | Reduce -44.0% | 924,665 | $91.8M |
| Manufacturers Life Insurance Company, The | 0.08% | Reduce -4.0% | 913,231 | $90.7M |
| HighTower Advisors, LLC | 0.15% | Add +4.1% | 911,236 | $90.3M |
| Gates Capital Management, Inc. | 2.62% | Reduce -3.1% | 898,239 | $89.2M |
| UBS Group AG | 0.03% | Add +32.0% | 894,839 | $88.8M |
| Squarepoint Ops LLC | 0.36% | Reduce -6.3% | 867,941 | $86.2M |
| Neuberger Berman Group LLC | 0.07% | Reduce -3.9% | 802,290 | $79.7M |
| HSBC Holdings PLC | 0.06% | Add +14.1% | 801,647 | $79.6M |
| Rhumbline Advisers | 0.08% | Reduce -2.3% | 801,196 | $79.5M |
| Man Group plc | 0.21% | Add +236.4% | 773,742 | $76.8M |
| Ako Capital LLP | 1.07% | Reduce -48.2% | 761,938 | $75.6M |
| Pinebridge Investments, L.P. | 0.60% | Add +4.5% | 757,395 | $75.2M |
| Macquarie Group Ltd. | 0.08% | Reduce -19.2% | 749,539 | $74.4M |
| California Public Employees Retirement System | 0.05% | Reduce -2.3% | 736,402 | $73.1M |
| American Century Companies Inc. | 0.05% | Reduce -5.5% | 724,556 | $71.9M |
| Voya Investment Management LLC | 0.08% | Add +11.5% | 712,867 | $70.8M |
| Wells Fargo & Company | 0.02% | Add +6.3% | 666,392 | $66.2M |
| CANADA LIFE ASSURANCE Co | 0.13% | Reduce -1.9% | 657,917 | $65.4M |
| California State Teachers Retirement System | 0.08% | Add +0.7% | 651,523 | $64.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.17% | Reduce -5.3% | 626,875 | $62.2M |
| Artisan Partners Limited Partnership | 0.08% | Reduce -3.1% | 554,710 | $55.1M |
| Railway Pension Investments Ltd | 0.53% | Reduce -15.8% | 549,900 | $54.6M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -1.8% | 506,032 | $50.2M |
| D. E. Shaw & Co. | 0.07% | Add +709.4% | 498,276 | $49.5M |
| Comgest Global Investors S.A.S. | 0.68% | Add +4.6% | 490,251 | $48.7M |
| Principal Financial Group Inc. | 0.03% | Add +0.5% | 468,665 | $46.5M |
| Nordea Investment Management AB | 0.05% | Add +19.6% | 463,190 | $46.1M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -2.9% | 462,732 | $45.9M |
| Qube Research & Technologies Ltd | 0.08% | Reduce -42.2% | 444,205 | $44.1M |
| HM Payson & Co. | 0.80% | Add +26.1% | 432,504 | $42.9M |
| Rathbones Group PLC | 0.24% | Add +2.7% | 425,889 | $42.3M |
| Korea Investment CORP | 0.11% | Add +136.7% | 423,715 | $42.1M |
| Renaissance Technologies | 0.06% | Reduce -21.8% | 409,200 | $40.6M |
| State Board of Administration of Florida Retirement System | 0.09% | Add +1.0% | 477,478 | $40.3M |
| Bahl & Gaynor LLC | 0.22% | Add +5.4% | 402,590 | $40.0M |
| Citigroup Inc. | 0.04% | Reduce -13.5% | 398,188 | $39.5M |
"% of holder's portfolio" is OTIS's weight in each manager's 13F, not the share of Otis Worldwide Corp. the manager owns.