Otis WorldwideOTIS
13F holders, Q2 2025 (June 30)1,269holders +23
106new positions
79sold out
12famous investors
$98.95avg. 13F price*
At the end of Q2 2025, 1,269 institutions reported holding Otis Worldwide Corp. (OTIS) in their 13F filings, up 23 from Q1 2025. 106 opened new positions and 79 sold out. The largest holders were Vanguard Group Inc. ($4.8B), BlackRock, Inc. ($3.2B) and JPMorgan Chase & Co. ($2.2B). 12 famous investors held it, including Terry Smith (2.5% of Fundsmith's portfolio), Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.2% of D. E. Shaw & Co.'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 106 | $489.5M |
| Exits | 79 | $120.2M |
All 13F filers, Q1 2025 → Q2 2025: 27,594,674 shares bought and 31,922,118 shares sold, net −4,327,444 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,269 holders
| Vanguard Group Inc. | 0.08% | Add +4.3% | 48,587,153 | $4.8B |
| BlackRock, Inc. | 0.06% | Add +2.4% | 32,547,626 | $3.2B |
| JPMorgan Chase & Co. | 0.15% | Reduce -41.7% | 22,114,586 | $2.2B |
| Alliancebernstein L.P. | 0.63% | Add +3.2% | 19,378,760 | $1.9B |
| State Street Corp. | 0.06% | Add +0.2% | 16,039,583 | $1.6B |
| Morgan Stanley | 0.09% | Add +4.5% | 13,477,240 | $1.3B |
| Geode Capital Management, LLC | 0.07% | Add +1.2% | 10,673,127 | $1.1B |
| Norges Bank | 0.09% | Add +2.0% | 7,287,555 | $721.6M |
| Franklin Resources Inc. | 0.19% | Reduce -9.0% | 7,097,379 | $702.8M |
| Massachusetts Financial Services Co. | 0.22% | Reduce -3.6% | 6,910,275 | $684.3M |
| Fundsmith | 2.50% | Reduce -0.8% | 5,819,151 | $576.2M |
| Fiera Capital Corp | 1.79% | Reduce -1.0% | 5,339,028 | $528.7M |
| PineStone Asset Management Inc. | 2.97% | Add +13.3% | 4,639,065 | $459.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.37% | Add +11.9% | 4,632,335 | $458.7M |
| Invesco Ltd. | 0.08% | Add +6.9% | 4,529,221 | $448.5M |
| Northern Trust Corp. | 0.06% | Reduce -4.2% | 4,392,912 | $435.0M |
| BLS Capital Fondsmaeglerselskab A/S | 11.69% | Reduce -6.5% | 3,663,016 | $362.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.07% | Add +2.5% | 3,631,934 | $359.6M |
| Sarasin & Partners LLP | 3.53% | Reduce -1.7% | 3,581,396 | $354.6M |
| Wellington Management Group LLP | 0.06% | Reduce -18.0% | 3,061,001 | $303.1M |
| Bank of America Corp. | 0.02% | Add +0.1% | 2,971,913 | $294.3M |
| Marshall Wace, LLP | 0.34% | Add +5291.5% | 2,844,524 | $281.7M |
| Capital Research Global Investors | 0.06% | Add +0.6% | 2,810,148 | $278.3M |
| Legal & General Group Plc | 0.07% | Add +2.1% | 2,805,335 | $277.8M |
| Bank of New York Mellon Corp | 0.05% | Reduce -5.3% | 2,797,485 | $277.0M |
| FMR LLC | 0.02% | Reduce -23.2% | 2,764,935 | $273.8M |
| Schroder Investment Management Group | 0.20% | Add +4.4% | 2,393,032 | $237.0M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +1.4% | 2,366,894 | $234.4M |
| Primecap Management Co. | 0.18% | Add +28.4% | 2,314,361 | $229.2M |
| Goldman Sachs Group Inc. | 0.04% | Add +17.3% | 2,250,144 | $222.8M |
| Deutsche Bank AG | 0.08% | Add +33.4% | 2,096,497 | $207.6M |
| London Co. of Virginia | 1.16% | Reduce -3.9% | 2,068,624 | $204.8M |
| D. E. Shaw & Co. | 0.21% | Add +2411.6% | 2,021,880 | $200.2M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -0.3% | 1,935,201 | $191.6M |
| Guinness Asset Management LTD | 3.41% | Add +1.5% | 1,925,000 | $190.5M |
| CIBC Private Wealth Group LLC | 0.33% | Reduce -0.6% | 1,876,606 | $185.8M |
| USS Investment Management Ltd | 1.14% | Reduce -19.5% | 1,830,268 | $181.2M |
| UBS Group AG | 0.04% | Reduce -31.8% | 1,702,315 | $168.6M |
| Fundsmith Investment Services LTD. | 2.27% | Reduce -1.9% | 1,693,358 | $167.7M |
| Amundi | 0.06% | Add +39.9% | 1,663,345 | $166.0M |
| Russell Investments Group, Ltd. | 0.20% | Add +15.4% | 1,573,337 | $155.6M |
| Brown Brothers Harriman & Co. | 0.94% | Add +36.1% | 1,481,384 | $146.7M |
| Canoe Financial LP | 2.08% | Reduce -2.1% | 1,471,094 | $145.7M |
| Jacobs Levy Equity Management, Inc. | 0.55% | Add +6.5% | 1,417,671 | $140.4M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce -6.8% | 1,356,370 | $134.3M |
| Citadel Advisors | 0.12% | Add +28.7% | 1,337,824 | $132.5M |
| Royal Bank of Canada | 0.02% | Add +96.4% | 1,292,801 | $128.0M |
| Clearbridge Investments, LLC | 0.10% | Reduce -2.5% | 1,288,864 | $127.6M |
| Swiss National Bank | 0.07% | Add +6.3% | 1,197,643 | $118.6M |
| Qube Research & Technologies Ltd | 0.16% | New | 1,154,504 | $114.3M |
| Macquarie Group Ltd. | 0.14% | Add +8.4% | 1,146,965 | $113.6M |
| Aviva PLC | 0.23% | Add +3.4% | 1,140,823 | $113.0M |
| AQR Capital Management | 0.09% | Add +341.0% | 1,150,451 | $112.6M |
| Fayez Sarofim & Co | 0.26% | Reduce -0.1% | 1,112,571 | $110.2M |
| Millennium Management | 0.10% | Add +444.0% | 1,074,802 | $106.4M |
| Two Sigma Investments, LP | 0.20% | Add +400.2% | 1,053,095 | $104.3M |
| Arrowstreet Capital, Limited Partnership | 0.07% | Add +109.6% | 1,005,980 | $99.6M |
| Nuveen, LLC | 0.03% | Add +9.1% | 972,787 | $96.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | Add +1.1% | 936,593 | $92.7M |
| Pictet Asset Management Holding SA | 0.09% | Reduce -11.6% | 929,278 | $92.0M |
| Lazard Freres Gestion S.A.S. | 2.21% | Add +17.1% | 913,753 | $90.5M |
| Victory Capital Management Inc. | 0.05% | Add +0.1% | 842,309 | $83.4M |
| Rhumbline Advisers | 0.07% | Add +5.7% | 815,506 | $80.8M |
| HighTower Advisors, LLC | 0.10% | Reduce -0.6% | 799,605 | $79.2M |
| Citigroup Inc. | 0.05% | Add +77.2% | 781,402 | $77.4M |
| Voloridge Investment Management, LLC | 0.28% | Reduce -9.8% | 779,305 | $77.2M |
| Gates Capital Management, Inc. | 2.28% | No change | 761,748 | $75.4M |
| Barclays PLC | 0.03% | Reduce -16.9% | 744,459 | $73.7M |
| Assenagon Asset Management S.A. | 0.11% | Add +62.6% | 713,614 | $70.7M |
| HSBC Holdings PLC | 0.04% | Reduce -7.4% | 690,901 | $68.4M |
| Fisher Asset Management | 0.03% | Reduce -4.4% | 686,698 | $68.0M |
| California Public Employees Retirement System | 0.04% | Add +6.8% | 679,906 | $67.3M |
| Squarepoint Ops LLC | 0.15% | Add +20.4% | 677,565 | $67.1M |
| California State Teachers Retirement System | 0.07% | Add +1.2% | 647,290 | $64.1M |
| National Pension Service | 0.05% | Add +0.8% | 617,567 | $61.2M |
| Neuberger Berman Group LLC | 0.05% | Reduce -0.1% | 609,036 | $60.2M |
| Worldquant Millennium Advisors LLC | 0.30% | New | 602,115 | $59.6M |
| CANADA LIFE ASSURANCE Co | 0.09% | Reduce -8.5% | 566,748 | $56.2M |
| Two Sigma Advisers, LP | 0.11% | Add +615.3% | 565,800 | $56.0M |
| Canada Pension Plan Investment Board | 0.05% | Add +18.0% | 555,395 | $55.0M |
| Artisan Partners Limited Partnership | 0.08% | Reduce -1.2% | 542,581 | $53.7M |
| Wells Fargo & Company | 0.01% | Reduce -2.3% | 529,229 | $52.4M |
| Renaissance Technologies | 0.07% | New | 511,200 | $50.6M |
| Rathbones Group PLC | 0.22% | Reduce -0.9% | 507,990 | $50.3M |
| First Trust Advisors LP | 0.04% | Reduce -6.0% | 500,533 | $49.6M |
| BNP Paribas Financial Markets | 0.04% | Reduce -10.1% | 497,641 | $49.3M |
| Railway Pension Investments Ltd | 0.66% | Reduce -10.6% | 470,100 | $46.5M |
| Storebrand Asset Management As | 0.13% | Add +4.0% | 462,604 | $45.8M |
| J. Stern & Co. LLP | 3.81% | Add +2.9% | 456,843 | $44.6M |
| Principal Financial Group Inc. | 0.02% | Reduce -8.0% | 438,646 | $43.4M |
| Jane Street Group, LLC | 0.07% | Add +241.9% | 434,865 | $43.1M |
| Sei Investments Co. | 0.05% | Add +110.8% | 432,783 | $42.9M |
| State Board of Administration of Florida Retirement System | 0.07% | Reduce -3.6% | 406,314 | $40.2M |
| ExodusPoint Capital Management, LP | 0.49% | New | 406,134 | $40.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -15.7% | 405,849 | $40.2M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -4.6% | 393,319 | $38.9M |
| Tudor Investment Corporation | 0.29% | New | 385,608 | $38.2M |
| Voya Investment Management LLC | 0.04% | Reduce -17.4% | 383,229 | $37.9M |
| Man Group plc | 0.08% | Add +148.2% | 379,625 | $37.6M |
| National Bank of Canada | 0.04% | Add +7.0% | 357,543 | $35.4M |
"% of holder's portfolio" is OTIS's weight in each manager's 13F, not the share of Otis Worldwide Corp. the manager owns.