Otis WorldwideOTIS
13F holders, Q4 2025 (December 31)1,311holders +59
106new positions
79sold out
13famous investors
$78.87avg. 13F price*
At the end of Q4 2025, 1,311 institutions reported holding Otis Worldwide Corp. (OTIS) in their 13F filings, up 59 from Q3 2025. 106 opened new positions and 79 sold out. The largest holders were Vanguard Group Inc. ($4.2B), BlackRock, Inc. ($2.9B) and State Street Corp. ($1.4B). 13 famous investors held it, including Terry Smith (1.6% of Fundsmith's portfolio), David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.2% of Renaissance Technologies'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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 106 | $263.2M |
| Exits | 79 | $120.8M |
All 13F filers, Q3 2025 → Q4 2025: 63,267,360 shares bought and 22,963,237 shares sold, net +40,304,123 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,311 holders
| Vanguard Group Inc. | 0.06% | Add +0.0% | 48,636,836 | $4.2B |
| BlackRock, Inc. | 0.05% | Add +4.6% | 33,577,608 | $2.9B |
| State Street Corp. | 0.05% | Add +0.8% | 16,128,197 | $1.4B |
| Alliancebernstein L.P. | 0.42% | Reduce -10.3% | 15,186,158 | $1.3B |
| Morgan Stanley | 0.07% | Reduce -3.1% | 12,675,067 | $1.1B |
| Geode Capital Management, LLC | 0.06% | Add +0.3% | 10,788,225 | $945.0M |
| Norges Bank | 0.08% | — | 8,816,541 | $770.1M |
| Franklin Resources Inc. | 0.17% | Add +5.7% | 7,842,153 | $685.0M |
| Massachusetts Financial Services Co. | 0.19% | Reduce -3.5% | 6,843,069 | $597.7M |
| JPMorgan Chase & Co. | 0.04% | Reduce -19.8% | 6,033,991 | $527.1M |
| Fiera Capital Corp | 1.39% | Reduce -2.4% | 5,020,052 | $438.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.28% | Reduce -1.9% | 4,685,310 | $413.9M |
| PineStone Asset Management Inc. | 2.54% | Add +3.6% | 4,679,997 | $408.8M |
| BLS Capital Fondsmaeglerselskab A/S | 13.85% | Add +5.1% | 4,678,538 | $408.7M |
| Northern Trust Corp. | 0.05% | Reduce -4.5% | 4,095,529 | $357.7M |
| Van Eck Associates Corp. | 0.29% | Add +97.9% | 4,002,589 | $349.6M |
| Invesco Ltd. | 0.03% | Reduce -2.6% | 3,904,596 | $341.1M |
| Wellington Management Group LLP | 0.06% | Add +2.4% | 3,612,811 | $315.6M |
| Marshall Wace, LLP | 0.28% | Add +6.0% | 3,252,137 | $284.1M |
| Fundsmith | 1.59% | Reduce -46.5% | 3,112,380 | $271.9M |
| Bank of America Corp. | 0.02% | Add +2.8% | 3,080,690 | $269.1M |
| D. E. Shaw & Co. | 0.22% | Reduce -16.5% | 3,055,498 | $266.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.06% | Reduce -8.2% | 2,991,869 | $261.3M |
| CIBC Private Wealth Group LLC | 0.42% | Reduce -1.4% | 2,850,031 | $249.0M |
| Capital Research Global Investors | 0.05% | Add +0.6% | 2,843,926 | $248.4M |
| Canoe Financial LP | 3.31% | Add +15.6% | 2,787,870 | $243.5M |
| Bank of New York Mellon Corp | 0.04% | Reduce -8.8% | 2,737,498 | $239.1M |
| Legal & General Group Plc | 0.05% | Reduce -5.9% | 2,732,214 | $238.7M |
| FMR LLC | 0.01% | Add +31.2% | 2,684,676 | $234.5M |
| Sarasin & Partners LLP | 2.30% | Reduce -29.8% | 2,534,579 | $221.4M |
| Millennium Management | 0.15% | Add +1047.0% | 2,387,466 | $208.5M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +0.4% | 2,372,894 | $207.3M |
| Nomura Asset Management International Inc. | 0.31% | — | 2,353,875 | $205.6M |
| Schroder Investment Management Group | 0.15% | Reduce -3.4% | 2,278,289 | $200.5M |
| AQR Capital Management | 0.10% | Reduce -11.9% | 2,287,785 | $199.8M |
| Goldman Sachs Group Inc. | 0.03% | Add +18.6% | 2,287,206 | $199.8M |
| Squarepoint Ops LLC | 0.38% | Add +6.0% | 2,152,096 | $188.0M |
| Guinness Asset Management LTD | 3.02% | Add +10.8% | 2,118,941 | $186.3M |
| Primecap Management Co. | 0.14% | Reduce -11.9% | 2,092,661 | $182.8M |
| Amundi | 0.05% | Add +22.8% | 2,017,423 | $176.2M |
| UBS Group AG | 0.03% | Reduce -3.7% | 1,913,031 | $167.1M |
| Dimensional Fund Advisors LP | 0.03% | Add +0.6% | 1,885,476 | $164.7M |
| London Co. of Virginia | 0.93% | Reduce -6.3% | 1,845,843 | $161.2M |
| Deutsche Bank AG | 0.05% | Add +18.0% | 1,840,511 | $160.8M |
| USS Investment Management Ltd | 0.74% | Add +10.1% | 1,701,985 | $148.7M |
| Qube Research & Technologies Ltd | 0.19% | Add +606.4% | 1,489,234 | $130.1M |
| Russell Investments Group, Ltd. | 0.13% | Reduce -15.7% | 1,411,371 | $123.3M |
| Voloridge Investment Management, LLC | 0.41% | Add +14.2% | 1,351,489 | $118.1M |
| Lazard Freres Gestion S.A.S. | 2.06% | Add +21.9% | 1,309,160 | $114.4M |
| Renaissance Technologies | 0.18% | Add +141.5% | 1,296,600 | $113.3M |
| Man Group plc | 0.22% | Add +80.2% | 1,271,232 | $111.0M |
| Jacobs Levy Equity Management, Inc. | 0.42% | Add +2.2% | 1,259,381 | $110.0M |
| Fundsmith Investment Services LTD. | 2.00% | Reduce -23.9% | 1,251,513 | $109.3M |
| Brown Brothers Harriman & Co. | 0.58% | Reduce -28.6% | 1,215,939 | $106.2M |
| Assenagon Asset Management S.A. | 0.16% | Add +116.6% | 1,201,675 | $105.0M |
| Barclays PLC | 0.04% | Add +8.6% | 1,148,833 | $100.4M |
| Scharf Investments, LLC | 2.69% | Add +43.0% | 1,145,040 | $100.0M |
| Clearbridge Investments, LLC | 0.08% | Reduce -3.1% | 1,115,251 | $97.4M |
| Swiss National Bank | 0.06% | Reduce -5.5% | 1,075,643 | $94.0M |
| Bank of Montreal | 0.04% | Add +252.0% | 1,073,936 | $93.8M |
| Independent Franchise Partners LLP | 0.59% | Reduce -3.1% | 1,064,149 | $93.0M |
| Worldquant Millennium Advisors LLC | 0.35% | New | 1,043,723 | $91.2M |
| Citigroup Inc. | 0.06% | Add +48.0% | 1,041,256 | $91.0M |
| Royal Bank of Canada | 0.02% | Add +2.1% | 997,058 | $87.1M |
| Pictet Asset Management Holding SA | 0.08% | Add +4.4% | 942,173 | $82.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Reduce -3.4% | 882,867 | $77.1M |
| HSBC Holdings PLC | 0.04% | Add +23.4% | 870,045 | $76.0M |
| Citadel Advisors | 0.05% | Reduce -22.7% | 867,957 | $75.8M |
| Nuveen, LLC | 0.02% | Reduce -9.0% | 859,277 | $75.1M |
| Victory Capital Management Inc. | 0.04% | Reduce -0.9% | 821,901 | $71.8M |
| Rhumbline Advisers | 0.06% | Reduce -2.8% | 791,782 | $69.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.08% | Add +874.2% | 764,756 | $66.8M |
| FIFTHDELTA Ltd | 13.97% | Add +68.7% | 761,132 | $66.5M |
| Gates Capital Management, Inc. | 2.30% | Reduce -31.9% | 757,971 | $66.2M |
| Engineers Gate Manager LP | 0.75% | Add +654.2% | 727,362 | $63.5M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +23.2% | 724,056 | $63.2M |
| ExodusPoint Capital Management, LP | 0.70% | Add +40.9% | 718,853 | $62.8M |
| California Public Employees Retirement System | 0.04% | Add +0.7% | 704,873 | $61.6M |
| HighTower Advisors, LLC | 0.07% | Reduce -5.5% | 703,183 | $61.4M |
| California State Teachers Retirement System | 0.06% | Reduce -3.5% | 643,824 | $56.2M |
| GFI Investment Counsel Ltd. | 5.97% | Reduce -0.7% | 641,041 | $56.0M |
| Fisher Asset Management | 0.02% | Reduce -3.8% | 624,003 | $54.5M |
| National Pension Service | 0.04% | Reduce -3.0% | 616,139 | $53.8M |
| Canada Pension Plan Investment Board | 0.04% | Reduce -20.3% | 598,960 | $52.3M |
| Clean Energy Transition LLP | 4.34% | Reduce -11.1% | 595,603 | $52.0M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -1.3% | 592,015 | $51.7M |
| Wells Fargo & Company | 0.01% | Reduce -5.7% | 591,489 | $51.7M |
| BNP Paribas Financial Markets | 0.03% | Add +18.7% | 586,696 | $51.2M |
| Two Sigma Investments, LP | 0.08% | Reduce -30.9% | 574,145 | $50.2M |
| Neuberger Berman Group LLC | 0.04% | Reduce -4.4% | 564,428 | $49.3M |
| PFA Pension, Forsikringsaktieselskab | 0.14% | — | 557,404 | $49.1M |
| Anchor Capital Advisors LLC | 1.38% | Reduce -3.2% | 543,862 | $47.5M |
| Great Lakes Advisors, LLC | 0.38% | Add +51.1% | 533,611 | $46.6M |
| HRT Financial LP | 0.15% | Add +34.5% | 531,408 | $46.4M |
| Sei Investments Co. | 0.04% | Add +27.5% | 521,349 | $45.5M |
| Artisan Partners Limited Partnership | 0.07% | Reduce -8.6% | 511,875 | $44.7M |
| SG Americas Securities, LLC | 0.06% | Add +12345.2% | 499,177 | $43.6M |
| First Trust Advisors LP | 0.03% | Reduce -4.2% | 492,885 | $43.1M |
| Jump Financial, LLC | 0.57% | Add +95.0% | 477,835 | $41.7M |
| Railway Pension Investments Ltd | 0.48% | No change | 470,100 | $41.1M |
"% of holder's portfolio" is OTIS's weight in each manager's 13F, not the share of Otis Worldwide Corp. the manager owns.