Otis WorldwideOTIS
13F holders, Q4 2024 (December 31)1,232holders +33
79new positions
104sold out
11famous investors
$92.59avg. 13F price*
At the end of Q4 2024, 1,232 institutions reported holding Otis Worldwide Corp. (OTIS) in their 13F filings, up 33 from Q3 2024. 79 opened new positions and 104 sold out. The largest holders were Vanguard Group Inc. ($4.2B), JPMorgan Chase & Co. ($3.3B) and BlackRock, Inc. ($3.0B). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $255.2M |
| Exits | 104 | $105.3M |
All 13F filers, Q3 2024 → Q4 2024: 20,079,835 shares bought and 16,898,707 shares sold, net +3,181,128 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,232 holders
| Vanguard Group Inc. | 0.07% | Add +0.3% | 45,003,843 | $4.2B |
| JPMorgan Chase & Co. | 0.26% | Add +26.5% | 35,523,891 | $3.3B |
| BlackRock, Inc. | 0.06% | Add +1.2% | 32,916,884 | $3.0B |
| Alliancebernstein L.P. | 0.62% | Reduce -8.2% | 19,777,577 | $1.8B |
| State Street Corp. | 0.06% | Reduce -0.1% | 16,062,695 | $1.5B |
| Morgan Stanley | 0.08% | Add +1.2% | 11,926,377 | $1.1B |
| Geode Capital Management, LLC | 0.08% | Add +0.9% | 11,126,735 | $1.0B |
| Franklin Resources Inc. | 0.20% | Add +5.9% | 7,785,116 | $721.0M |
| Massachusetts Financial Services Co. | 0.22% | Reduce -5.5% | 7,605,562 | $704.4M |
| Norges Bank | 0.09% | Reduce -0.5% | 7,017,420 | $649.9M |
| Fiera Capital Corp | 1.92% | Reduce -4.4% | 6,596,755 | $610.9M |
| Fundsmith | 2.36% | Reduce -2.8% | 5,966,777 | $552.6M |
| GMO | 1.55% | Add +1.2% | 5,159,105 | $477.8M |
| Northern Trust Corp. | 0.06% | Add +12.3% | 4,577,626 | $423.9M |
| BLS Capital Fondsmaeglerselskab A/S | 11.92% | Reduce -7.8% | 4,198,788 | $388.8M |
| Sarasin & Partners LLP | 4.14% | Add +6.0% | 4,053,315 | $375.4M |
| Invesco Ltd. | 0.07% | Add +8.1% | 4,048,203 | $374.9M |
| Wellington Management Group LLP | 0.06% | Add +2.1% | 3,759,138 | $348.1M |
| FMR LLC | 0.02% | Add +2.4% | 3,622,551 | $335.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.08% | Add +9.6% | 3,602,727 | $333.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.32% | Add +3.4% | 3,566,587 | $331.3M |
| Bank of America Corp. | 0.03% | Reduce -3.7% | 3,547,636 | $328.5M |
| Bank of New York Mellon Corp | 0.06% | Reduce -1.8% | 3,226,621 | $298.8M |
| CIBC Private Wealth Group LLC | 0.51% | Reduce -2.6% | 3,066,278 | $281.5M |
| PineStone Asset Management Inc. | 2.61% | Add +4.2% | 3,002,419 | $278.1M |
| Legal & General Group Plc | 0.07% | Reduce -3.8% | 2,866,795 | $265.5M |
| UBS Group AG | 0.06% | Add +135.8% | 2,802,730 | $259.6M |
| Capital Research Global Investors | 0.05% | Add +0.1% | 2,784,371 | $257.9M |
| Menora Mivtachim Holdings LTD. | 1.42% | Reduce -18.4% | 2,439,724 | $225.9M |
| Schroder Investment Management Group | 0.21% | Add +6.9% | 2,402,879 | $222.4M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +3.0% | 2,304,482 | $213.4M |
| USS Investment Management Ltd | 1.54% | Reduce -1.0% | 2,293,062 | $212.3M |
| London Co. of Virginia | 1.14% | Reduce -0.6% | 2,243,564 | $207.8M |
| Van Eck Associates Corp. | 0.26% | Reduce -4.2% | 2,167,129 | $200.7M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -17.0% | 2,095,669 | $194.1M |
| Guinness Asset Management LTD | 3.39% | Add +5.2% | 1,947,756 | $180.4M |
| Primecap Management Co. | 0.13% | Reduce -0.2% | 1,809,921 | $167.6M |
| Fundsmith Investment Services LTD. | 2.13% | Reduce -0.8% | 1,766,746 | $163.6M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -13.1% | 1,749,431 | $162.0M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce -9.0% | 1,713,967 | $158.7M |
| Deutsche Bank AG | 0.06% | Add +13.9% | 1,695,446 | $157.0M |
| Jacobs Levy Equity Management, Inc. | 0.45% | Reduce -15.9% | 1,385,894 | $128.3M |
| Russell Investments Group, Ltd. | 0.17% | Add +18.8% | 1,345,551 | $124.6M |
| Clearbridge Investments, LLC | 0.10% | Reduce -2.1% | 1,298,514 | $120.3M |
| Pictet Asset Management Holding SA | 0.13% | Reduce -4.9% | 1,297,308 | $120.1M |
| Voloridge Investment Management, LLC | 0.42% | Reduce -12.1% | 1,290,620 | $119.5M |
| California Public Employees Retirement System | 0.07% | Reduce -4.6% | 1,155,835 | $107.0M |
| Swiss National Bank | 0.07% | Reduce -5.7% | 1,131,543 | $104.8M |
| Fayez Sarofim & Co | 0.25% | Add +3.0% | 1,107,423 | $102.6M |
| Lazard Freres Gestion S.A.S. | 2.05% | Add +8.3% | 1,104,769 | $102.3M |
| Aviva PLC | 0.27% | Reduce -6.7% | 1,101,334 | $102.0M |
| Brown Brothers Harriman & Co. | 0.67% | Add +1.6% | 1,035,358 | $95.9M |
| Canoe Financial LP | 1.56% | Add +699.5% | 1,033,423 | $95.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | Add +1.1% | 938,843 | $86.9M |
| Macquarie Group Ltd. | 0.10% | Add +6.0% | 904,405 | $82.3M |
| Fisher Asset Management | 0.03% | Reduce -3.9% | 886,843 | $82.1M |
| Royal Bank of Canada | 0.02% | Add +21.9% | 879,250 | $81.4M |
| Amundi | 0.03% | Add +32.2% | 882,043 | $81.0M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -1.9% | 865,913 | $80.2M |
| HighTower Advisors, LLC | 0.11% | Reduce -2.8% | 834,629 | $77.3M |
| Victory Capital Management Inc. | 0.08% | Add +21.6% | 833,644 | $77.2M |
| Citigroup Inc. | 0.07% | Add +98.9% | 814,841 | $75.5M |
| HSBC Holdings PLC | 0.04% | Add +3.7% | 778,174 | $72.0M |
| Parnassus Investments, LLC | 0.16% | Reduce -6.3% | 771,116 | $71.4M |
| Jennison Associates LLC | 0.04% | Reduce -35.0% | 766,705 | $71.0M |
| Gates Capital Management, Inc. | 2.08% | Reduce -7.9% | 761,748 | $70.5M |
| Rhumbline Advisers | 0.06% | Reduce -3.6% | 729,946 | $67.6M |
| BNP Paribas Financial Markets | 0.05% | New | 723,053 | $67.0M |
| California State Teachers Retirement System | 0.07% | Reduce -1.8% | 647,179 | $59.9M |
| Wells Fargo & Company | 0.01% | Add +0.9% | 647,022 | $59.9M |
| Barclays PLC | 0.03% | Reduce -27.5% | 629,208 | $58.3M |
| Neuberger Berman Group LLC | 0.05% | Reduce -10.3% | 616,011 | $57.0M |
| CANADA LIFE ASSURANCE Co | 0.10% | Reduce -2.5% | 611,278 | $56.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.13% | Reduce -21.3% | 570,274 | $52.8M |
| HM Payson & Co. | 0.89% | Reduce -0.3% | 568,000 | $52.6M |
| National Pension Service | 0.05% | Reduce -51.9% | 564,771 | $52.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +2.3% | 558,086 | $51.7M |
| Artisan Partners Limited Partnership | 0.08% | Add +0.1% | 544,655 | $50.4M |
| Voya Investment Management LLC | 0.06% | Reduce -9.5% | 533,573 | $49.4M |
| Railway Pension Investments Ltd | 0.65% | Reduce -6.7% | 526,000 | $48.7M |
| First Trust Advisors LP | 0.04% | Reduce -16.2% | 516,476 | $47.8M |
| Candriam S.C.A. | 0.27% | Add +9.9% | 501,080 | $46.4M |
| Rathbones Group PLC | 0.22% | Add +2.5% | 484,364 | $44.9M |
| Principal Financial Group Inc. | 0.02% | Reduce -1.8% | 462,548 | $42.8M |
| Jane Street Group, LLC | 0.07% | New | 442,661 | $41.0M |
| Storebrand Asset Management As | 0.12% | Add +27.9% | 438,203 | $40.6M |
| State Board of Administration of Florida Retirement System | 0.08% | Reduce -6.0% | 431,869 | $40.0M |
| Twinbeech Capital LP | 0.67% | New | 424,235 | $39.3M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -4.2% | 421,547 | $39.0M |
| Los Angeles Capital Management LLC | 0.16% | Reduce -54.0% | 415,138 | $38.4M |
| J. Stern & Co. LLP | 3.62% | Add +5.8% | 414,566 | $38.4M |
| Bank of Montreal | 0.02% | Reduce -1.0% | 405,582 | $37.6M |
| AQR Capital Management | 0.05% | Add +34.0% | 378,542 | $35.1M |
| Bahl & Gaynor LLC | 0.18% | Reduce -2.3% | 374,695 | $34.7M |
| Pensioenfonds Rail & Ov | 2.34% | Reduce -2.0% | 372,053 | $34.5M |
| Citadel Advisors | 0.03% | Add +231.5% | 355,218 | $32.9M |
| American Century Companies Inc. | 0.02% | Reduce -36.3% | 341,387 | $31.6M |
| Comgest Global Investors S.A.S. | 0.51% | Reduce -15.1% | 338,087 | $31.3M |
| J. Safra Sarasin Holding AG | 0.52% | Reduce -10.6% | 331,062 | $30.7M |
| New York State Common Retirement Fund | 0.04% | Reduce -6.0% | 327,808 | $30.4M |
"% of holder's portfolio" is OTIS's weight in each manager's 13F, not the share of Otis Worldwide Corp. the manager owns.