Otis WorldwideOTIS
13F holders, Q3 2025 (September 30)1,252holders −17
109new positions
119sold out
12famous investors
$91.42avg. 13F price*
At the end of Q3 2025, 1,252 institutions reported holding Otis Worldwide Corp. (OTIS) in their 13F filings, down 17 from Q2 2025. 109 opened new positions and 119 sold out. The largest holders were Vanguard Group Inc. ($4.4B), BlackRock, Inc. ($2.9B) and Alliancebernstein L.P. ($1.5B). 12 famous investors held it, including Terry Smith (2.7% of Fundsmith's portfolio), David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.2% of AQR Capital 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 109 | $531.6M |
| Exits | 119 | $207.0M |
All 13F filers, Q2 2025 → Q3 2025: 27,964,837 shares bought and 33,214,000 shares sold, net −5,249,163 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,252 holders
| Vanguard Group Inc. | 0.07% | Add +0.1% | 48,626,798 | $4.4B |
| BlackRock, Inc. | 0.05% | Reduce -1.3% | 32,110,777 | $2.9B |
| Alliancebernstein L.P. | 0.49% | Reduce -12.6% | 16,938,037 | $1.5B |
| State Street Corp. | 0.05% | Reduce -0.2% | 16,006,990 | $1.5B |
| Morgan Stanley | 0.07% | Reduce -3.0% | 13,078,837 | $1.2B |
| Geode Capital Management, LLC | 0.06% | Add +0.8% | 10,758,589 | $985.5M |
| JPMorgan Chase & Co. | 0.04% | Reduce -66.0% | 7,521,111 | $687.7M |
| Franklin Resources Inc. | 0.17% | Add +4.5% | 7,419,634 | $678.4M |
| Massachusetts Financial Services Co. | 0.20% | Add +2.6% | 7,092,014 | $648.4M |
| Fundsmith | 2.69% | No change | 5,819,151 | $532.0M |
| Fiera Capital Corp | 1.52% | Reduce -3.6% | 5,144,223 | $470.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.31% | Add +3.1% | 4,778,152 | $436.9M |
| PineStone Asset Management Inc. | 2.57% | Reduce -2.6% | 4,516,521 | $412.9M |
| BLS Capital Fondsmaeglerselskab A/S | 14.01% | Add +21.6% | 4,452,625 | $407.1M |
| Northern Trust Corp. | 0.05% | Reduce -2.3% | 4,290,651 | $392.3M |
| Invesco Ltd. | 0.06% | Reduce -11.4% | 4,010,945 | $366.7M |
| D. E. Shaw & Co. | 0.29% | Add +80.9% | 3,658,298 | $334.5M |
| Sarasin & Partners LLP | 3.23% | Add +0.8% | 3,610,804 | $329.6M |
| Wellington Management Group LLP | 0.06% | Add +15.3% | 3,529,185 | $322.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.06% | Reduce -10.3% | 3,258,341 | $297.9M |
| T. Rowe Price Investment Management, Inc. | 0.17% | Add +18754.0% | 3,108,654 | $284.2M |
| Marshall Wace, LLP | 0.31% | Add +7.9% | 3,068,281 | $280.5M |
| Bank of New York Mellon Corp | 0.05% | Add +7.3% | 3,000,452 | $274.3M |
| Bank of America Corp. | 0.02% | Add +0.8% | 2,996,214 | $273.9M |
| Legal & General Group Plc | 0.06% | Add +3.5% | 2,903,219 | $265.4M |
| CIBC Private Wealth Group LLC | 0.45% | Add +54.0% | 2,890,482 | $264.3M |
| Capital Research Global Investors | 0.05% | Add +0.6% | 2,825,737 | $258.4M |
| AQR Capital Management | 0.15% | Add +125.7% | 2,596,355 | $236.9M |
| Canoe Financial LP | 3.15% | Add +64.0% | 2,411,956 | $220.5M |
| Primecap Management Co. | 0.17% | Add +2.6% | 2,374,621 | $217.1M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -0.1% | 2,364,469 | $216.2M |
| Schroder Investment Management Group | 0.17% | Reduce -1.5% | 2,358,202 | $215.6M |
| FMR LLC | 0.01% | Reduce -26.0% | 2,045,962 | $187.1M |
| Squarepoint Ops LLC | 0.40% | Add +199.6% | 2,030,095 | $185.6M |
| Van Eck Associates Corp. | 0.17% | Add +3464.3% | 2,022,770 | $184.9M |
| UBS Group AG | 0.04% | Add +16.7% | 1,986,904 | $181.7M |
| London Co. of Virginia | 0.99% | Reduce -4.7% | 1,970,850 | $180.2M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -14.3% | 1,928,819 | $176.4M |
| Guinness Asset Management LTD | 2.78% | Reduce -0.7% | 1,912,155 | $174.6M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -3.1% | 1,874,633 | $171.4M |
| Brown Brothers Harriman & Co. | 0.95% | Add +14.9% | 1,702,585 | $155.7M |
| Russell Investments Group, Ltd. | 0.17% | Add +6.4% | 1,673,366 | $153.0M |
| Fundsmith Investment Services LTD. | 2.34% | Reduce -2.9% | 1,644,103 | $150.3M |
| Amundi | 0.05% | Reduce -1.3% | 1,642,301 | $149.2M |
| Deutsche Bank AG | 0.05% | Reduce -25.6% | 1,559,496 | $142.6M |
| USS Investment Management Ltd | 0.68% | Reduce -15.6% | 1,545,461 | $141.3M |
| Macquarie Group Ltd. | 0.14% | Add +10.4% | 1,265,823 | $115.7M |
| Jacobs Levy Equity Management, Inc. | 0.45% | Reduce -13.1% | 1,232,730 | $112.7M |
| Voloridge Investment Management, LLC | 0.36% | Add +51.8% | 1,183,277 | $108.2M |
| Clearbridge Investments, LLC | 0.08% | Reduce -10.7% | 1,150,459 | $105.2M |
| Swiss National Bank | 0.06% | Reduce -5.0% | 1,137,743 | $104.0M |
| Citadel Advisors | 0.08% | Reduce -16.1% | 1,123,109 | $102.7M |
| Gates Capital Management, Inc. | 3.15% | Add +46.2% | 1,113,835 | $101.8M |
| Fayez Sarofim & Co | 0.23% | Reduce -0.8% | 1,103,118 | $100.9M |
| Independent Franchise Partners LLP | 0.66% | New | 1,098,496 | $100.4M |
| Lazard Freres Gestion S.A.S. | 1.87% | Add +17.5% | 1,073,844 | $98.2M |
| Barclays PLC | 0.04% | Add +42.1% | 1,057,589 | $96.7M |
| Royal Bank of Canada | 0.02% | Reduce -24.4% | 976,889 | $89.3M |
| Nuveen, LLC | 0.02% | Reduce -2.9% | 944,675 | $86.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Reduce -2.4% | 913,750 | $83.5M |
| Pictet Asset Management Holding SA | 0.08% | Reduce -2.9% | 902,784 | $82.5M |
| Two Sigma Investments, LP | 0.12% | Reduce -21.1% | 830,587 | $75.9M |
| Victory Capital Management Inc. | 0.04% | Reduce -1.5% | 829,779 | $75.9M |
| Rhumbline Advisers | 0.06% | Reduce -0.1% | 814,594 | $74.5M |
| Scharf Investments, LLC | 1.84% | New | 800,601 | $73.2M |
| Cartenna Capital, LP | 3.70% | New | 775,000 | $70.9M |
| Canada Pension Plan Investment Board | 0.05% | Add +35.2% | 751,033 | $68.7M |
| HighTower Advisors, LLC | 0.08% | Reduce -7.0% | 743,709 | $68.0M |
| Man Group plc | 0.13% | Add +85.8% | 705,324 | $64.5M |
| HSBC Holdings PLC | 0.04% | Add +2.0% | 705,067 | $64.5M |
| Citigroup Inc. | 0.04% | Reduce -10.0% | 703,606 | $64.3M |
| California Public Employees Retirement System | 0.04% | Add +3.0% | 700,269 | $64.0M |
| Clean Energy Transition LLP | 5.39% | Add +103.5% | 669,669 | $61.2M |
| California State Teachers Retirement System | 0.06% | Add +3.1% | 667,540 | $61.0M |
| Fisher Asset Management | 0.02% | Reduce -5.5% | 648,867 | $59.3M |
| Balyasny Asset Management L.P. | 0.12% | New | 646,692 | $59.1M |
| GFI Investment Counsel Ltd. | 6.15% | New | 645,539 | $59.0M |
| National Pension Service | 0.05% | Add +2.8% | 634,891 | $58.0M |
| Wells Fargo & Company | 0.01% | Add +18.5% | 627,039 | $57.3M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -55.8% | 599,957 | $54.9M |
| Neuberger Berman Group LLC | 0.04% | Reduce -3.1% | 590,275 | $54.0M |
| CANADA LIFE ASSURANCE Co | 0.08% | Add +4.0% | 589,292 | $53.8M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Reduce -41.6% | 587,625 | $53.7M |
| Anchor Capital Advisors LLC | 1.49% | Add +579.3% | 561,997 | $51.4M |
| Artisan Partners Limited Partnership | 0.07% | Add +3.2% | 560,041 | $51.2M |
| Assenagon Asset Management S.A. | 0.07% | Reduce -22.2% | 554,904 | $50.7M |
| Renaissance Technologies | 0.06% | Add +5.0% | 536,900 | $49.1M |
| First Trust Advisors LP | 0.04% | Add +2.8% | 514,519 | $47.0M |
| ExodusPoint Capital Management, LP | 0.65% | Add +25.6% | 510,098 | $46.6M |
| BNP Paribas Financial Markets | 0.04% | Reduce -0.7% | 494,103 | $45.2M |
| Railway Pension Investments Ltd | 0.58% | No change | 470,100 | $43.0M |
| Storebrand Asset Management As | 0.11% | Add +0.6% | 465,369 | $42.5M |
| FIFTHDELTA Ltd | 12.90% | New | 451,178 | $41.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.9% | 446,138 | $40.8M |
| Rathbones Group PLC | 0.16% | Reduce -13.0% | 442,030 | $40.4M |
| J. Stern & Co. LLP | 3.05% | Reduce -3.4% | 441,160 | $40.3M |
| Principal Financial Group Inc. | 0.02% | Reduce -1.5% | 431,873 | $39.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.08% | Add +48.2% | 422,400 | $38.6M |
| Cerity Partners LLC | 0.06% | Add +21.4% | 415,053 | $37.9M |
| Sei Investments Co. | 0.04% | Reduce -5.5% | 409,033 | $37.4M |
"% of holder's portfolio" is OTIS's weight in each manager's 13F, not the share of Otis Worldwide Corp. the manager owns.