Otis WorldwideOTIS
13F holders, Q2 2024 (June 30)1,190holders −9
63new positions
72sold out
11famous investors
$96.25avg. 13F price*
At the end of Q2 2024, 1,190 institutions reported holding Otis Worldwide Corp. (OTIS) in their 13F filings, down 9 from Q1 2024. 63 opened new positions and 72 sold out. The largest holders were Vanguard Group Inc. ($4.3B), BlackRock Inc. ($3.3B) and Alliancebernstein L.P. ($2.1B). 11 famous investors held it, including Terry Smith (2.4% of Fundsmith's portfolio), Jeremy Grantham (1.6% 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $70.5M |
| Exits | 72 | $261.8M |
All 13F filers, Q1 2024 → Q2 2024: 22,097,901 shares bought and 17,326,143 shares sold, net +4,771,758 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,190 holders
| Vanguard Group Inc. | 0.08% | Reduce -0.3% | 45,086,610 | $4.3B |
| BlackRock Inc. | 0.08% | Reduce -0.7% | 34,512,064 | $3.3B |
| Alliancebernstein L.P. | 0.74% | Add +1.6% | 21,929,906 | $2.1B |
| JPMorgan Chase & Co. | 0.17% | Add +78.5% | 19,914,085 | $1.9B |
| State Street Corp. | 0.07% | Add +2.1% | 16,067,369 | $1.5B |
| Morgan Stanley | 0.09% | Reduce -4.1% | 12,438,785 | $1.2B |
| Geode Capital Management, LLC | 0.09% | Add +1.4% | 10,879,628 | $1.0B |
| Massachusetts Financial Services Co. | 0.24% | Add +12.4% | 8,247,918 | $793.9M |
| Norges Bank | 0.10% | Add +4.0% | 7,272,798 | $700.1M |
| Fiera Capital Corp | 2.09% | Reduce -7.9% | 7,019,748 | $675.7M |
| Fundsmith | 2.41% | Reduce -2.5% | 6,138,278 | $590.9M |
| GMO | 1.57% | Add +4.4% | 4,841,268 | $466.0M |
| BLS Capital Fondsmaeglerselskab A/S | 13.50% | Reduce -7.5% | 4,684,927 | $451.0M |
| Franklin Resources Inc. | 0.14% | Add +74.5% | 4,642,873 | $446.9M |
| Northern Trust Corp. | 0.07% | Reduce -2.2% | 4,291,811 | $413.1M |
| Sarasin & Partners LLP | 3.53% | Add +27.2% | 4,135,271 | $398.1M |
| Invesco Ltd. | 0.07% | Reduce -2.4% | 3,552,450 | $342.0M |
| Bank of America Corp. | 0.03% | Reduce -3.2% | 3,472,801 | $334.3M |
| FMR LLC | 0.02% | Add +13.1% | 3,434,830 | $330.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.39% | Add +4.9% | 3,348,789 | $322.4M |
| Wellington Management Group LLP | 0.06% | Add +10.2% | 3,289,246 | $316.6M |
| CIBC Private Wealth Group LLC | 0.58% | Reduce -1.4% | 3,158,849 | $307.7M |
| Bank of New York Mellon Corp | 0.06% | Reduce -11.8% | 3,153,208 | $303.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.09% | Reduce -1.6% | 3,114,264 | $299.8M |
| Legal & General Group Plc | 0.08% | Reduce -2.6% | 2,986,818 | $287.5M |
| Capital Research Global Investors | 0.06% | Reduce -21.1% | 2,778,315 | $267.4M |
| PineStone Asset Management Inc. | 2.80% | Add +46.2% | 2,737,997 | $263.6M |
| Schroder Investment Management Group | 0.28% | Add +15.1% | 2,658,966 | $256.0M |
| Dimensional Fund Advisors LP | 0.06% | Add +4.2% | 2,523,091 | $242.9M |
| Menora Mivtachim Holdings LTD. | 1.61% | Add +1.1% | 2,462,529 | $237.0M |
| USS Investment Management Ltd | 1.79% | Add +5.0% | 2,315,953 | $223.0M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -12.8% | 2,239,876 | $215.6M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +1.9% | 2,238,250 | $215.5M |
| London Co. of Virginia | 1.20% | Add +1.2% | 2,209,771 | $212.7M |
| Los Angeles Capital Management LLC | 0.74% | Reduce -7.3% | 2,158,362 | $207.8M |
| Boston Partners | 0.24% | Reduce -0.6% | 2,007,420 | $193.3M |
| OMERS ADMINISTRATION Corp | 1.82% | Reduce -15.5% | 1,963,820 | $189.0M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce -13.7% | 1,955,548 | $188.2M |
| Primecap Management Co. | 0.13% | Reduce -3.8% | 1,813,291 | $174.5M |
| Fundsmith Investment Services LTD. | 2.21% | Add +4.4% | 1,775,827 | $170.9M |
| Guinness Asset Management LTD | 3.51% | Add +0.4% | 1,769,761 | $170.3M |
| Jennison Associates LLC | 0.09% | Add +10.5% | 1,516,365 | $146.0M |
| Voloridge Investment Management, LLC | 0.53% | Add +12.0% | 1,483,971 | $142.8M |
| Deutsche Bank AG | 0.06% | Add +1.8% | 1,476,958 | $142.2M |
| Jacobs Levy Equity Management, Inc. | 0.58% | Reduce -14.0% | 1,469,399 | $141.4M |
| Pictet Asset Management Holding SA | 0.16% | Reduce -6.9% | 1,430,245 | $137.7M |
| Clearbridge Investments, LLC | 0.10% | Add +1.0% | 1,335,162 | $128.5M |
| UBS Group AG | 0.04% | Add +37.5% | 1,230,663 | $118.5M |
| Swiss National Bank | 0.08% | Reduce -2.1% | 1,200,443 | $115.6M |
| Russell Investments Group, Ltd. | 0.18% | Reduce -10.9% | 1,145,496 | $110.2M |
| State of Wisconsin Investment Board | 0.29% | Reduce -35.7% | 1,126,774 | $108.5M |
| Aviva PLC | 0.30% | Add +11.7% | 1,106,042 | $106.5M |
| Fisher Asset Management | 0.05% | Add +2.3% | 1,099,499 | $105.8M |
| National Pension Service | 0.12% | Add +0.5% | 1,069,714 | $103.0M |
| Canoe Financial LP | 1.87% | No change | 1,018,485 | $101.1M |
| Lazard Freres Gestion S.A.S. | 2.26% | Add +0.3% | 1,038,819 | $97.9M |
| Fayez Sarofim & Co | 0.26% | Add +6.0% | 1,012,715 | $97.5M |
| Amundi | 0.04% | Reduce -28.0% | 953,448 | $92.0M |
| Barclays PLC | 0.04% | Reduce -22.4% | 932,170 | $89.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | Reduce -7.7% | 931,453 | $89.7M |
| First Trust Advisors LP | 0.09% | Add +195.6% | 926,359 | $89.2M |
| HighTower Advisors, LLC | 0.13% | Reduce -2.7% | 886,487 | $85.3M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -10.7% | 881,563 | $84.9M |
| Gates Capital Management, Inc. | 2.48% | Reduce -4.9% | 853,948 | $82.2M |
| Parnassus Investments, LLC | 0.18% | Reduce -7.9% | 851,867 | $82.0M |
| Brown Brothers Harriman & Co. | 0.59% | Add +2782.3% | 815,179 | $78.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.20% | Add +30.0% | 815,129 | $78.5M |
| Neuberger Berman Group LLC | 0.06% | Reduce -1.2% | 792,305 | $76.3M |
| Rhumbline Advisers | 0.07% | Reduce -2.6% | 780,383 | $75.1M |
| Royal Bank of Canada | 0.02% | Reduce -20.2% | 768,034 | $73.9M |
| Voya Investment Management LLC | 0.08% | Add +7.1% | 763,281 | $73.5M |
| Macquarie Group Ltd. | 0.08% | Reduce -1.6% | 737,601 | $71.0M |
| California Public Employees Retirement System | 0.05% | Reduce -5.3% | 697,178 | $67.1M |
| Manufacturers Life Insurance Company, The | 0.06% | Reduce -27.7% | 659,892 | $63.5M |
| California State Teachers Retirement System | 0.08% | Add +0.8% | 656,654 | $63.2M |
| HSBC Holdings PLC | 0.04% | Reduce -20.4% | 638,139 | $61.4M |
| Wells Fargo & Company | 0.02% | Reduce -4.6% | 635,975 | $61.2M |
| Pinebridge Investments, L.P. | 0.49% | Reduce -17.3% | 626,406 | $60.3M |
| American Century Companies Inc. | 0.04% | Reduce -14.0% | 623,176 | $60.0M |
| CANADA LIFE ASSURANCE Co | 0.11% | Reduce -7.4% | 609,436 | $58.7M |
| HM Payson & Co. | 0.99% | Add +31.1% | 566,837 | $54.6M |
| Railway Pension Investments Ltd | 0.65% | Add +2.5% | 563,900 | $54.3M |
| Artisan Partners Limited Partnership | 0.08% | Reduce -0.7% | 550,844 | $53.0M |
| Victory Capital Management Inc. | 0.05% | Add +65.3% | 527,337 | $50.8M |
| Envestnet Asset Management Inc. | 0.02% | Add +0.2% | 507,077 | $48.8M |
| Federated Hermes, Inc. | 0.11% | Add +32.7% | 473,024 | $45.5M |
| State Board of Administration of Florida Retirement System | 0.09% | Reduce -1.0% | 472,860 | $45.5M |
| Principal Financial Group Inc. | 0.03% | Reduce -0.8% | 464,783 | $44.7M |
| Citigroup Inc. | 0.04% | Add +15.7% | 460,871 | $44.4M |
| Squarepoint Ops LLC | 0.17% | Reduce -47.6% | 454,701 | $43.8M |
| Rathbones Group PLC | 0.24% | Add +6.7% | 454,207 | $43.7M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -2.8% | 449,725 | $43.3M |
| Man Group plc | 0.11% | Reduce -44.4% | 430,581 | $41.4M |
| Comgest Global Investors S.A.S. | 0.56% | Reduce -13.7% | 423,056 | $40.7M |
| Bahl & Gaynor LLC | 0.22% | Add +3.5% | 416,775 | $40.1M |
| FIFTHDELTA Ltd | 8.39% | New | 400,200 | $38.5M |
| Bank of Montreal | 0.01% | Add +0.6% | 381,356 | $36.8M |
| Pensioenfonds Rail & Ov | 2.74% | Reduce -1.7% | 379,699 | $36.5M |
| J. Stern & Co. LLP | 4.34% | Add +18.8% | 378,613 | $36.4M |
| New York State Common Retirement Fund | 0.05% | Reduce -1.1% | 364,787 | $35.1M |
"% of holder's portfolio" is OTIS's weight in each manager's 13F, not the share of Otis Worldwide Corp. the manager owns.