Otis WorldwideOTIS
13F holders, Q1 2026 (March 31)1,244holders −67
86new positions
160sold out
12famous investors
$77.21avg. 13F price*
At the end of Q1 2026, 1,244 institutions reported holding Otis Worldwide Corp. (OTIS) in their 13F filings, down 67 from Q4 2025. 86 opened new positions and 160 sold out. The largest holders were BlackRock, Inc. ($2.5B), Vanguard Capital Management LLC ($1.9B) and Vanguard Portfolio Management LLC ($1.5B). 12 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $89.2M |
| Exits | 160 | $195.9M |
All 13F filers, Q4 2025 → Q1 2026: 39,353,526 shares bought and 78,086,733 shares sold, net −38,733,207 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,244 holders
| BlackRock, Inc. | 0.04% | Reduce -4.0% | 32,220,840 | $2.5B |
| Vanguard Capital Management LLC | 0.05% | — | 25,256,005 | $1.9B |
| Vanguard Portfolio Management LLC | 0.08% | — | 19,701,892 | $1.5B |
| State Street Corp. | 0.04% | Add +0.5% | 16,201,503 | $1.2B |
| Morgan Stanley | 0.06% | Add +2.2% | 12,959,312 | $998.9M |
| Geode Capital Management, LLC | 0.06% | Add +15.4% | 12,451,330 | $964.0M |
| Franklin Resources Inc. | 0.22% | Add +46.9% | 11,520,956 | $888.0M |
| T. Rowe Price Associates Inc. | 0.08% | Add +1393.0% | 8,839,030 | $681.3M |
| FMR LLC | 0.03% | Add +197.2% | 7,979,132 | $615.0M |
| Massachusetts Financial Services Co. | 0.20% | Add +11.1% | 7,600,270 | $597.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.30% | Add +25.8% | 5,892,021 | $454.2M |
| Fiera Capital Corp | 1.28% | Reduce -3.0% | 4,866,896 | $375.1M |
| PineStone Asset Management Inc. | 2.43% | Reduce -4.0% | 4,493,882 | $346.4M |
| BLS Capital Fondsmaeglerselskab A/S | 11.51% | Reduce -6.2% | 4,388,045 | $338.2M |
| Alliancebernstein L.P. | 0.11% | Reduce -74.8% | 3,825,492 | $334.2M |
| Northern Trust Corp. | 0.04% | Reduce -0.9% | 4,057,905 | $312.8M |
| Invesco Ltd. | 0.03% | Add +1.7% | 3,970,129 | $306.0M |
| Van Eck Associates Corp. | 0.23% | Reduce -0.9% | 3,968,097 | $305.9M |
| JPMorgan Chase & Co. | 0.02% | Reduce -37.8% | 3,755,316 | $286.6M |
| Wellington Management Group LLP | 0.05% | Reduce -2.5% | 3,521,461 | $271.4M |
| D. E. Shaw & Co. | 0.23% | Add +13.1% | 3,454,928 | $266.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +10.7% | 3,310,369 | $255.2M |
| Canada Pension Plan Investment Board | 0.16% | Add +444.4% | 3,260,413 | $251.3M |
| Goldman Sachs Group Inc. | 0.03% | Add +29.1% | 2,951,603 | $227.5M |
| Capital Research Global Investors | 0.03% | Add +1.0% | 2,872,894 | $221.4M |
| CIBC Bancorp USA Inc. | 0.30% | — | 2,864,227 | $220.8M |
| Bank of New York Mellon Corp | 0.04% | Add +4.0% | 2,848,482 | $219.6M |
| Fundsmith | 1.64% | Reduce -12.2% | 2,731,635 | $210.6M |
| Legal & General Group Plc | 0.05% | Reduce -0.7% | 2,713,920 | $209.2M |
| Clearbridge Investments, LLC | 0.18% | Add +141.3% | 2,691,181 | $207.4M |
| Bank of America Corp. | 0.01% | Reduce -14.3% | 2,639,555 | $203.5M |
| Canoe Financial LP | 2.57% | Reduce -12.1% | 2,450,336 | $188.9M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +3.2% | 2,448,568 | $188.7M |
| Schroder Investment Management Group | 0.15% | Add +7.3% | 2,443,406 | $186.5M |
| Guinness Asset Management LTD | 3.12% | Add +10.7% | 2,346,092 | $180.8M |
| Vanguard Fiduciary Trust Co. | 0.04% | — | 2,189,166 | $168.7M |
| Primecap Management Co. | 0.13% | Reduce 0.0% | 2,092,560 | $161.3M |
| Dimensional Fund Advisors LP | 0.03% | Add +4.5% | 1,969,372 | $151.8M |
| Two Sigma Investments, LP | 0.13% | Add +237.4% | 1,937,436 | $149.3M |
| Amundi | 0.04% | Reduce -6.5% | 1,886,423 | $145.4M |
| USS Investment Management Ltd | 0.58% | Add +3.8% | 1,767,235 | $136.2M |
| Renaissance Technologies | 0.20% | Add +30.4% | 1,691,200 | $130.4M |
| Bank of Montreal | 0.05% | Add +44.0% | 1,546,315 | $119.2M |
| Deutsche Bank AG | 0.04% | Reduce -17.4% | 1,520,477 | $117.2M |
| AQR Capital Management | 0.05% | Reduce -33.6% | 1,517,933 | $115.8M |
| Russell Investments Group, Ltd. | 0.12% | Add +1.6% | 1,433,927 | $110.5M |
| Pictet Asset Management Holding SA | 0.11% | Add +46.9% | 1,384,014 | $106.7M |
| Squarepoint Ops LLC | 0.23% | Reduce -35.8% | 1,381,044 | $106.5M |
| Lazard Freres Gestion S.A.S. | 2.04% | Add +2.4% | 1,340,964 | $103.4M |
| Jacobs Levy Equity Management, Inc. | 0.43% | Add +6.2% | 1,337,699 | $103.1M |
| UBS Group AG | 0.02% | Reduce -35.1% | 1,240,822 | $95.6M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Add +68.2% | 1,217,914 | $93.9M |
| Nuveen, LLC | 0.02% | Add +37.0% | 1,177,388 | $90.8M |
| Scharf Investments, LLC | 2.77% | Add +1.9% | 1,166,569 | $89.9M |
| Nomura Asset Management International Inc. | 0.15% | Reduce -50.9% | 1,155,585 | $89.1M |
| Swiss National Bank | 0.05% | Add +6.3% | 1,143,643 | $88.2M |
| London Co. of Virginia | 0.53% | Reduce -39.2% | 1,121,660 | $86.5M |
| Qube Research & Technologies Ltd | 0.12% | Reduce -27.0% | 1,087,124 | $83.8M |
| Independent Franchise Partners LLP | 0.54% | Reduce -5.8% | 1,002,284 | $77.3M |
| Fundsmith Investment Services LTD. | 1.69% | Reduce -22.8% | 966,787 | $74.5M |
| Citigroup Inc. | 0.05% | Reduce -8.8% | 949,087 | $73.2M |
| FIFTHDELTA Ltd | 9.86% | Add +21.8% | 927,190 | $71.5M |
| Voloridge Investment Management, LLC | 0.28% | Reduce -31.9% | 919,733 | $70.9M |
| Man Group plc | 0.14% | Reduce -31.1% | 875,464 | $67.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.08% | Add +13.4% | 866,892 | $66.8M |
| Barclays PLC | 0.02% | Reduce -25.5% | 855,533 | $65.9M |
| Vanguard Global Advisers, LLC | 0.04% | — | 851,242 | $65.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -5.8% | 832,132 | $64.1M |
| Royal Bank of Canada | 0.01% | Reduce -19.4% | 803,388 | $61.9M |
| Citadel Advisors | 0.04% | Reduce -9.4% | 786,128 | $60.6M |
| Brown Brothers Harriman & Co. | 0.32% | Reduce -36.0% | 778,135 | $60.0M |
| ExodusPoint Capital Management, LP | 0.59% | Add +6.7% | 766,679 | $59.1M |
| Rhumbline Advisers | 0.05% | Reduce -3.8% | 761,584 | $58.7M |
| HSBC Holdings PLC | 0.03% | Reduce -13.2% | 755,635 | $58.2M |
| DNB Asset Management AS | 0.21% | Add +431.7% | 752,719 | $58.0M |
| Wells Fargo & Company | 0.01% | Add +25.8% | 744,284 | $57.4M |
| Victory Capital Management Inc. | 0.04% | Reduce -9.6% | 743,228 | $57.3M |
| Gates Capital Management, Inc. | 1.96% | Reduce -2.7% | 737,558 | $56.9M |
| Clean Energy Transition LLP | 4.48% | Add +18.9% | 708,348 | $54.6M |
| California Public Employees Retirement System | 0.03% | Reduce -1.9% | 691,400 | $53.3M |
| BNP Paribas Financial Markets | 0.04% | Add +17.7% | 690,384 | $53.2M |
| HRT Financial LP | 0.13% | Add +28.3% | 681,861 | $52.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.04% | — | 668,982 | $51.6M |
| Neuberger Berman Group LLC | 0.04% | Add +16.1% | 655,158 | $50.5M |
| National Pension Service | 0.04% | Add +6.0% | 652,801 | $50.3M |
| California State Teachers Retirement System | 0.05% | Reduce -2.6% | 627,151 | $48.3M |
| Great Lakes Advisors, LLC | 0.40% | Add +16.2% | 620,007 | $47.8M |
| Fisher Asset Management | 0.02% | Reduce -0.7% | 619,482 | $47.7M |
| Marshall Wace, LLP | 0.05% | Reduce -81.3% | 607,939 | $46.9M |
| Worldquant Millennium Advisors LLC | 0.18% | Reduce -41.9% | 606,252 | $46.7M |
| Capital Fund Management S.A. | 0.41% | Add +34.6% | 592,731 | $45.7M |
| GFI Investment Counsel Ltd. | 6.17% | Reduce -8.7% | 585,364 | $45.1M |
| HighTower Advisors, LLC | 0.05% | Reduce -18.2% | 575,062 | $44.3M |
| First Trust Advisors LP | 0.03% | Add +16.3% | 573,249 | $44.2M |
| PFA Pension, Forsikringsaktieselskab | 0.13% | Add +0.1% | 557,796 | $43.0M |
| Anchor Capital Advisors LLC | 1.22% | Add +2.1% | 555,220 | $42.8M |
| Allianz Asset Management GmbH | 0.05% | Add +19.8% | 550,068 | $42.4M |
| Sarasin & Partners LLP | 0.51% | Reduce -78.5% | 546,283 | $42.1M |
| Sei Investments Co. | 0.04% | Add +1.7% | 530,407 | $40.9M |
| Ameriprise Financial Inc. | 0.01% | Add +19.3% | 526,348 | $40.6M |
"% of holder's portfolio" is OTIS's weight in each manager's 13F, not the share of Otis Worldwide Corp. the manager owns.