Otis WorldwideOTIS
13F holders, Q3 2024 (September 30)1,199holders +9
85new positions
71sold out
10famous investors
$103.95avg. 13F price*
At the end of Q3 2024, 1,199 institutions reported holding Otis Worldwide Corp. (OTIS) in their 13F filings, up 9 from Q2 2024. 85 opened new positions and 71 sold out. The largest holders were Vanguard Group Inc. ($4.7B), BlackRock, Inc. ($3.4B) and JPMorgan Chase & Co. ($2.9B). 10 famous investors held it, including Terry Smith (2.5% 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 85 | $97.5M |
| Exits | 71 | $125.5M |
All 13F filers, Q2 2024 → Q3 2024: 20,713,234 shares bought and 12,562,281 shares sold, net +8,150,953 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,199 holders
| Vanguard Group Inc. | 0.08% | Reduce -0.5% | 44,854,720 | $4.7B |
| BlackRock, Inc. | 0.07% | — | 32,521,498 | $3.4B |
| JPMorgan Chase & Co. | 0.23% | Add +41.0% | 28,076,031 | $2.9B |
| Alliancebernstein L.P. | 0.75% | Reduce -1.8% | 21,544,241 | $2.2B |
| State Street Corp. | 0.07% | Add +0.1% | 16,075,641 | $1.7B |
| Morgan Stanley | 0.09% | Reduce -5.2% | 11,787,718 | $1.2B |
| Geode Capital Management, LLC | 0.09% | Add +1.4% | 11,031,700 | $1.1B |
| Massachusetts Financial Services Co. | 0.25% | Reduce -2.5% | 8,043,689 | $836.1M |
| Franklin Resources Inc. | 0.22% | Add +58.3% | 7,349,744 | $774.9M |
| Norges Bank | 0.10% | Reduce -3.0% | 7,052,396 | $733.0M |
| Fiera Capital Corp | 2.16% | Reduce -1.7% | 6,903,297 | $717.5M |
| Fundsmith | 2.53% | Add +0.1% | 6,141,228 | $638.3M |
| GMO | 1.66% | Add +5.3% | 5,098,541 | $529.9M |
| BLS Capital Fondsmaeglerselskab A/S | 13.68% | Reduce -2.8% | 4,552,527 | $473.2M |
| Northern Trust Corp. | 0.07% | Reduce -5.0% | 4,076,610 | $423.7M |
| Sarasin & Partners LLP | 3.75% | Reduce -7.5% | 3,823,792 | $397.4M |
| Invesco Ltd. | 0.08% | Add +5.4% | 3,745,789 | $389.3M |
| Bank of America Corp. | 0.03% | Add +6.1% | 3,685,312 | $383.1M |
| Wellington Management Group LLP | 0.07% | Add +11.9% | 3,680,452 | $382.5M |
| FMR LLC | 0.02% | Add +3.0% | 3,536,108 | $367.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.38% | Add +3.0% | 3,451,079 | $358.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.09% | Add +5.5% | 3,285,837 | $341.5M |
| Bank of New York Mellon Corp | 0.06% | Add +4.2% | 3,283,953 | $341.3M |
| CIBC Private Wealth Group LLC | 0.59% | Reduce -0.3% | 3,148,878 | $327.3M |
| Menora Mivtachim Holdings LTD. | 1.96% | Add +21.4% | 2,990,829 | $310.9M |
| Legal & General Group Plc | 0.08% | Reduce -0.3% | 2,979,032 | $309.6M |
| PineStone Asset Management Inc. | 2.89% | Add +5.2% | 2,881,097 | $299.5M |
| Capital Research Global Investors | 0.06% | Add +0.1% | 2,780,568 | $289.0M |
| Dimensional Fund Advisors LP | 0.06% | Add +0.1% | 2,524,250 | $262.4M |
| USS Investment Management Ltd | 1.77% | Add +0.0% | 2,315,988 | $240.7M |
| Schroder Investment Management Group | 0.24% | Reduce -15.5% | 2,247,209 | $234.7M |
| London Co. of Virginia | 1.24% | Add +2.1% | 2,256,685 | $234.6M |
| Van Eck Associates Corp. | 0.29% | Add +3673.6% | 2,261,929 | $232.7M |
| Charles Schwab Investment Management Inc. | 0.04% | Reduce -0.1% | 2,236,545 | $232.5M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -10.2% | 2,012,018 | $209.1M |
| OMERS ADMINISTRATION Corp | 1.88% | No change | 1,963,820 | $204.1M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce -3.7% | 1,883,459 | $195.8M |
| Guinness Asset Management LTD | 3.64% | Add +4.6% | 1,850,806 | $192.4M |
| Primecap Management Co. | 0.14% | Add +0.0% | 1,813,880 | $188.5M |
| Fundsmith Investment Services LTD. | 2.30% | Add +0.3% | 1,781,438 | $185.2M |
| Jacobs Levy Equity Management, Inc. | 0.66% | Add +12.1% | 1,647,625 | $171.3M |
| Deutsche Bank AG | 0.06% | Add +0.8% | 1,489,002 | $154.8M |
| Voloridge Investment Management, LLC | 0.56% | Reduce -1.1% | 1,468,196 | $152.6M |
| Pictet Asset Management Holding SA | 0.16% | Reduce -4.6% | 1,364,641 | $141.9M |
| Clearbridge Investments, LLC | 0.11% | Reduce -0.6% | 1,326,919 | $137.9M |
| Boston Partners | 0.16% | Reduce -35.9% | 1,286,286 | $133.7M |
| California Public Employees Retirement System | 0.09% | Add +73.8% | 1,211,529 | $125.9M |
| Swiss National Bank | 0.08% | Reduce -0.0% | 1,200,043 | $124.7M |
| UBS Group AG | 0.03% | Reduce -3.4% | 1,188,686 | $123.6M |
| Aviva PLC | 0.32% | Add +6.7% | 1,180,358 | $122.7M |
| Jennison Associates LLC | 0.08% | Reduce -22.3% | 1,178,557 | $122.5M |
| National Pension Service | 0.12% | Add +9.9% | 1,175,241 | $122.2M |
| Russell Investments Group, Ltd. | 0.17% | Reduce -1.1% | 1,132,996 | $117.8M |
| Fayez Sarofim & Co | 0.28% | Add +6.2% | 1,075,580 | $111.8M |
| Lazard Freres Gestion S.A.S. | 2.25% | Reduce -1.8% | 1,020,098 | $106.0M |
| Brown Brothers Harriman & Co. | 0.72% | Add +24.9% | 1,018,536 | $105.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | Reduce -0.3% | 928,871 | $96.5M |
| Fisher Asset Management | 0.04% | Reduce -16.0% | 923,238 | $96.0M |
| Los Angeles Capital Management LLC | 0.38% | Reduce -58.2% | 902,514 | $93.8M |
| Nuveen Asset Management, LLC | 0.03% | Add +0.1% | 882,891 | $91.8M |
| Barclays PLC | 0.04% | Reduce -6.9% | 867,487 | $90.2M |
| HighTower Advisors, LLC | 0.13% | Reduce -3.2% | 858,348 | $89.3M |
| Macquarie Group Ltd. | 0.10% | Add +15.7% | 853,348 | $88.7M |
| Gates Capital Management, Inc. | 2.44% | Reduce -3.2% | 826,748 | $85.9M |
| Parnassus Investments, LLC | 0.18% | Reduce -3.4% | 822,772 | $85.5M |
| Rhumbline Advisers | 0.07% | Reduce -2.9% | 757,595 | $78.7M |
| HSBC Holdings PLC | 0.05% | Add +17.6% | 750,432 | $77.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.19% | Reduce -11.1% | 724,939 | $75.3M |
| Royal Bank of Canada | 0.02% | Reduce -6.1% | 721,171 | $75.0M |
| National Bank of Canada | 0.10% | Add +274.2% | 714,413 | $74.3M |
| Neuberger Berman Group LLC | 0.06% | Reduce -13.3% | 686,557 | $71.4M |
| Victory Capital Management Inc. | 0.07% | Add +30.0% | 685,347 | $71.2M |
| California State Teachers Retirement System | 0.08% | Add +0.3% | 658,924 | $68.5M |
| Amundi | 0.02% | Reduce -30.0% | 667,392 | $67.5M |
| Wells Fargo & Company | 0.02% | Add +0.9% | 641,510 | $66.7M |
| Manufacturers Life Insurance Company, The | 0.06% | Reduce -3.6% | 636,197 | $66.1M |
| CANADA LIFE ASSURANCE Co | 0.11% | Add +2.9% | 626,835 | $65.2M |
| First Trust Advisors LP | 0.06% | Reduce -33.5% | 616,519 | $64.1M |
| Pinebridge Investments, L.P. | 0.47% | Reduce -3.7% | 603,275 | $62.7M |
| Voya Investment Management LLC | 0.07% | Reduce -22.8% | 589,658 | $61.3M |
| HM Payson & Co. | 1.02% | Add +0.5% | 569,506 | $59.2M |
| Railway Pension Investments Ltd | 0.70% | No change | 563,900 | $58.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +7.6% | 545,776 | $56.7M |
| Artisan Partners Limited Partnership | 0.08% | Reduce -1.2% | 544,375 | $56.6M |
| American Century Companies Inc. | 0.03% | Reduce -13.9% | 536,281 | $55.7M |
| State of Wisconsin Investment Board | 0.13% | Reduce -55.7% | 499,284 | $51.9M |
| Rathbones Group PLC | 0.25% | Add +4.0% | 472,560 | $49.1M |
| Principal Financial Group Inc. | 0.03% | Add +1.4% | 471,044 | $49.0M |
| State Board of Administration of Florida Retirement System | 0.09% | Reduce -2.9% | 459,319 | $47.7M |
| Candriam S.C.A. | 0.27% | Add +55.9% | 456,100 | $47.4M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -2.2% | 439,894 | $45.7M |
| Bank of Montreal | 0.02% | Add +7.5% | 409,792 | $42.8M |
| Citigroup Inc. | 0.04% | Reduce -11.1% | 409,723 | $42.6M |
| Comgest Global Investors S.A.S. | 0.59% | Reduce -5.9% | 398,152 | $41.4M |
| J. Stern & Co. LLP | 4.34% | Add +3.5% | 391,709 | $40.7M |
| Bahl & Gaynor LLC | 0.21% | Reduce -8.0% | 383,651 | $39.9M |
| Pensioenfonds Rail & Ov | 2.74% | No change | 379,699 | $39.5M |
| Squarepoint Ops LLC | 0.13% | Reduce -18.0% | 372,964 | $38.8M |
| J. Safra Sarasin Holding AG | 0.67% | Add +25.3% | 370,218 | $38.5M |
| FIFTHDELTA Ltd | 12.81% | Reduce -7.8% | 369,200 | $38.4M |
"% of holder's portfolio" is OTIS's weight in each manager's 13F, not the share of Otis Worldwide Corp. the manager owns.