Otis WorldwideOTIS
13F holders, Q1 2025 (March 31)1,246holders +14
105new positions
97sold out
10famous investors
$103.11avg. 13F price*
At the end of Q1 2025, 1,246 institutions reported holding Otis Worldwide Corp. (OTIS) in their 13F filings, up 14 from Q4 2024. 105 opened new positions and 97 sold out. The largest holders were Vanguard Group Inc. ($4.8B), JPMorgan Chase & Co. ($3.9B) and BlackRock, Inc. ($3.3B). 10 famous investors held it, including Terry Smith (2.8% of Fundsmith's portfolio), Jeremy Grantham (1.8% of GMO's portfolio) and Joel Greenblatt (0.1% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 105 | $153.7M |
| Exits | 97 | $322.6M |
All 13F filers, Q4 2024 → Q1 2025: 15,474,940 shares bought and 22,210,264 shares sold, net −6,735,324 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,246 holders
| Vanguard Group Inc. | 0.09% | Add +3.5% | 46,595,293 | $4.8B |
| JPMorgan Chase & Co. | 0.30% | Add +6.8% | 37,920,025 | $3.9B |
| BlackRock, Inc. | 0.07% | Reduce -3.5% | 31,776,968 | $3.3B |
| Alliancebernstein L.P. | 0.70% | Reduce -5.1% | 18,774,900 | $1.9B |
| State Street Corp. | 0.07% | Reduce -0.3% | 16,013,447 | $1.7B |
| Morgan Stanley | 0.10% | Add +8.1% | 12,893,365 | $1.3B |
| Geode Capital Management, LLC | 0.09% | Reduce -5.2% | 10,543,669 | $1.1B |
| Franklin Resources Inc. | 0.24% | Add +0.1% | 7,795,799 | $804.5M |
| Massachusetts Financial Services Co. | 0.25% | Reduce -5.8% | 7,168,333 | $739.8M |
| Norges Bank | 0.10% | Add +1.8% | 7,143,537 | $737.2M |
| Fundsmith | 2.76% | Reduce -1.7% | 5,866,737 | $605.4M |
| GMO | 1.78% | Add +5.8% | 5,460,836 | $563.6M |
| Fiera Capital Corp | 2.01% | Reduce -18.2% | 5,394,299 | $556.7M |
| Northern Trust Corp. | 0.07% | Add +0.2% | 4,584,847 | $473.2M |
| Invesco Ltd. | 0.08% | Add +4.7% | 4,238,600 | $437.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.39% | Add +16.0% | 4,138,076 | $427.0M |
| PineStone Asset Management Inc. | 3.19% | Add +36.4% | 4,095,132 | $422.6M |
| BLS Capital Fondsmaeglerselskab A/S | 13.92% | Reduce -6.7% | 3,918,680 | $404.4M |
| Wellington Management Group LLP | 0.07% | Reduce -0.7% | 3,734,343 | $385.4M |
| Sarasin & Partners LLP | 4.08% | Reduce -10.1% | 3,642,200 | $375.9M |
| FMR LLC | 0.02% | Reduce -0.6% | 3,601,401 | $371.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.09% | Reduce -1.6% | 3,543,128 | $365.7M |
| Bank of America Corp. | 0.03% | Reduce -16.3% | 2,969,591 | $306.5M |
| Bank of New York Mellon Corp | 0.06% | Reduce -8.5% | 2,953,017 | $304.8M |
| Capital Research Global Investors | 0.06% | Add +0.3% | 2,793,231 | $288.3M |
| Legal & General Group Plc | 0.08% | Reduce -4.2% | 2,747,170 | $283.5M |
| UBS Group AG | 0.06% | Reduce -11.0% | 2,494,571 | $257.4M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +1.3% | 2,333,808 | $240.8M |
| USS Investment Management Ltd | 1.78% | Reduce -0.8% | 2,273,604 | $234.6M |
| Schroder Investment Management Group | 0.24% | Reduce -4.6% | 2,292,839 | $234.1M |
| London Co. of Virginia | 1.27% | Reduce -4.0% | 2,153,047 | $222.2M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -7.4% | 1,940,449 | $200.2M |
| Goldman Sachs Group Inc. | 0.04% | Add +9.6% | 1,918,123 | $198.0M |
| Guinness Asset Management LTD | 3.72% | Reduce -2.6% | 1,896,917 | $195.7M |
| Primecap Management Co. | 0.15% | Reduce -0.4% | 1,803,131 | $186.1M |
| Fundsmith Investment Services LTD. | 2.51% | Reduce -2.3% | 1,725,326 | $178.1M |
| CIBC Private Wealth Group LLC | 0.36% | Reduce -38.4% | 1,887,720 | $171.6M |
| Deutsche Bank AG | 0.06% | Reduce -7.3% | 1,571,340 | $162.2M |
| Canoe Financial LP | 2.49% | Add +45.5% | 1,503,369 | $155.1M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce -15.1% | 1,454,650 | $150.1M |
| Russell Investments Group, Ltd. | 0.19% | Add +1.3% | 1,362,921 | $140.5M |
| Jacobs Levy Equity Management, Inc. | 0.55% | Reduce -3.9% | 1,331,686 | $137.4M |
| Clearbridge Investments, LLC | 0.12% | Add +1.8% | 1,321,913 | $136.4M |
| Amundi | 0.05% | Add +34.8% | 1,189,263 | $124.0M |
| Swiss National Bank | 0.08% | Reduce -0.4% | 1,126,543 | $116.3M |
| Fayez Sarofim & Co | 0.29% | Add +0.5% | 1,113,313 | $114.9M |
| Aviva PLC | 0.28% | Add +0.1% | 1,102,994 | $113.8M |
| Menora Mivtachim Holdings LTD. | 0.74% | Reduce -54.9% | 1,099,996 | $113.5M |
| Brown Brothers Harriman & Co. | 0.78% | Add +5.1% | 1,088,274 | $112.3M |
| Macquarie Group Ltd. | 0.14% | Add +17.0% | 1,058,273 | $109.2M |
| Pictet Asset Management Holding SA | 0.12% | Reduce -19.0% | 1,050,999 | $108.5M |
| Citadel Advisors | 0.11% | Add +192.7% | 1,039,646 | $107.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | Reduce -1.3% | 926,540 | $95.6M |
| Barclays PLC | 0.04% | Add +42.3% | 895,381 | $92.4M |
| Nuveen, LLC | 0.03% | — | 891,367 | $92.0M |
| Voloridge Investment Management, LLC | 0.33% | Reduce -33.1% | 863,903 | $89.2M |
| Victory Capital Management Inc. | 0.09% | Add +1.0% | 841,633 | $86.9M |
| HighTower Advisors, LLC | 0.11% | Reduce -3.7% | 804,110 | $83.0M |
| Lazard Freres Gestion S.A.S. | 1.96% | Reduce -29.4% | 780,280 | $80.5M |
| Bank of Montreal | 0.04% | Add +91.4% | 776,251 | $80.1M |
| Rhumbline Advisers | 0.07% | Add +5.7% | 771,542 | $79.6M |
| Gates Capital Management, Inc. | 2.44% | No change | 761,748 | $78.6M |
| HSBC Holdings PLC | 0.05% | Reduce -4.1% | 746,239 | $76.8M |
| Fisher Asset Management | 0.03% | Reduce -19.0% | 718,106 | $74.1M |
| Royal Bank of Canada | 0.02% | Reduce -25.1% | 658,275 | $67.9M |
| California State Teachers Retirement System | 0.08% | Reduce -1.2% | 639,476 | $66.0M |
| California Public Employees Retirement System | 0.05% | Reduce -44.9% | 636,782 | $65.7M |
| CANADA LIFE ASSURANCE Co | 0.11% | Add +1.3% | 619,397 | $64.0M |
| National Pension Service | 0.06% | Add +8.5% | 612,935 | $63.3M |
| Neuberger Berman Group LLC | 0.05% | Reduce -1.0% | 609,633 | $62.8M |
| Squarepoint Ops LLC | 0.14% | Add +111.6% | 562,975 | $58.1M |
| BNP Paribas Financial Markets | 0.04% | Reduce -23.4% | 553,727 | $57.1M |
| Artisan Partners Limited Partnership | 0.09% | Add +0.9% | 549,319 | $56.7M |
| Wells Fargo & Company | 0.01% | Reduce -16.3% | 541,704 | $55.9M |
| First Trust Advisors LP | 0.05% | Add +3.0% | 532,221 | $54.9M |
| Railway Pension Investments Ltd | 0.77% | No change | 526,000 | $54.3M |
| Rathbones Group PLC | 0.26% | Add +5.8% | 512,694 | $52.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.14% | Reduce -10.7% | 509,132 | $52.5M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -13.8% | 481,165 | $49.7M |
| Arrowstreet Capital, Limited Partnership | 0.04% | New | 480,005 | $49.5M |
| Principal Financial Group Inc. | 0.03% | Add +3.1% | 476,961 | $49.2M |
| Canada Pension Plan Investment Board | 0.05% | Add +53.1% | 470,781 | $48.6M |
| Voya Investment Management LLC | 0.06% | Reduce -13.1% | 463,874 | $47.9M |
| Candriam S.C.A. | 0.29% | Reduce -10.2% | 450,128 | $46.5M |
| Storebrand Asset Management As | 0.15% | Add +1.5% | 444,851 | $45.9M |
| J. Stern & Co. LLP | 4.39% | Add +7.1% | 443,880 | $45.8M |
| Citigroup Inc. | 0.03% | Reduce -45.9% | 441,103 | $45.5M |
| Assenagon Asset Management S.A. | 0.08% | Add +362.4% | 438,896 | $45.3M |
| State Board of Administration of Florida Retirement System | 0.09% | Reduce -2.4% | 421,599 | $43.5M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -2.2% | 412,366 | $42.6M |
| Los Angeles Capital Management LLC | 0.17% | Reduce -12.1% | 364,856 | $37.7M |
| Pensioenfonds Rail & Ov | 2.52% | Reduce -5.4% | 351,901 | $36.3M |
| American Century Companies Inc. | 0.02% | Add +1.0% | 344,702 | $35.6M |
| National Bank of Canada | 0.04% | Add +30.3% | 334,255 | $34.5M |
| Cerity Partners LLC | 0.07% | Add +574.2% | 333,369 | $34.4M |
| J. Safra Sarasin Holding AG | 0.62% | Add +0.1% | 331,311 | $34.2M |
| Natixis Advisors, LLC | 0.06% | Add +16.0% | 325,875 | $33.6M |
| Aberdeen Group plc | 0.06% | Add +125.2% | 319,850 | $32.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.07% | Reduce -3.3% | 307,442 | $31.7M |
| Korea Investment CORP | 0.07% | Add +9.8% | 297,279 | $30.7M |
"% of holder's portfolio" is OTIS's weight in each manager's 13F, not the share of Otis Worldwide Corp. the manager owns.