Otis Worldwide Corp
OTIS- Exchange
- NYSE
- Industry
- Electronic & Other Electrical Equipment (No Computer Equip)
- SEC CIK
- 0001781335
No open-market purchases or sales by Otis Worldwide Corp insiders were filed in the last 90 days; 1,232 institutions reported holding it in 13F filings for Q2 2026, worth $25.6B in total; Markel Group is the only superinvestor holding it.
13F holders, Q1 2022
Institutional positions in Otis Worldwide Corp as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,147
- −36 vs. Q4 2021
- Shares held
- 352.4M
- −1.75M (−0.5%) vs. Q4 2021
- Total value
- $27.1B
- −$3.70B (−12.0%) vs. Q4 2021
- New holders
- 84
- 340 more added
- Sold out
- 120
- 505 more reduced
16 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OTIS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,232 | $25.6B |
| Q1 2026 | 1,245 | $26.6B |
| Q4 2025 | 1,311 | $30.9B |
| Q3 2025 | 1,253 | $31.1B |
| Q2 2025 | 1,270 | $34.8B |
| Q1 2025 | 1,248 | $36.8B |
| Q4 2024 | 1,234 | $33.7B |
| Q3 2024 | 1,200 | $37.4B |
| Q2 2024 | 1,191 | $34.1B |
| Q1 2024 | 1,202 | $34.8B |
| Q4 2023 | 1,190 | $31.9B |
| Q3 2023 | 1,099 | $28.7B |
| Q2 2023 | 1,124 | $31.9B |
| Q1 2023 | 1,101 | $30.1B |
| Q4 2022 | 1,106 | $27.8B |
| Q3 2022 | 1,045 | $22.6B |
| Q2 2022 | 1,090 | $25.0B |
| Q1 2022 | 1,147 | $27.1B |
| Q4 2021 | 1,199 | $30.9B |
| Q3 2021 | 1,145 | $29.5B |
| Q2 2021 | 1,142 | $29.4B |
| Q1 2021 | 1,134 | $25.7B |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 39,127,186 | $3.01B | 0.07% | +829,784+2.2% | Added |
| BlackRock Inc. | 33,882,793 | $2.61B | 0.07% | −3,198,494−8.6% | Reduced |
| State Street Corp | 16,555,981 | $1.27B | 0.06% | −423,617−2.5% | Reduced |
| Morgan Stanley | 11,521,878 | $886.6M | 0.12% | +9,546,640+483.3% | Added |
| Massachusetts Financial Services Co | 10,462,519 | $805.1M | 0.24% | −485,079−4.4% | Reduced |
| Fiera Capital Corp | 10,025,224 | $771.4M | 2.00% | −137,029−1.3% | Reduced |
| Geode Capital Management, LLC | 9,247,710 | $710.4M | 0.09% | +474,184+5.4% | Added |
| Alliancebernstein L.P. | 8,985,172 | $691.4M | 0.27% | +931,763+11.6% | Added |
| Capital Research Global Investors | 7,145,449 | $549.8M | 0.14% | −215,598−2.9% | Reduced |
| BLS Capital Fondsmaeglerselskab A/S | 6,273,027 | $482.7M | 17.62% | −61,065−1.0% | Reduced |
| FMR LLC | 6,032,886 | $464.2M | 0.04% | −9,146,725−60.3% | Reduced |
| Invesco Ltd. | 5,755,211 | $442.9M | 0.11% | −431,526−7.0% | Reduced |
| JPMorgan Chase & Co | 5,739,928 | $441.7M | 0.06% | +1,104,899+23.8% | Added |
| Dodge & Cox | 5,345,622 | $411.3M | 0.25% | −24,275−0.5% | Reduced |
| Northern Trust Corp | 4,742,052 | $364.9M | 0.06% | −53,154−1.1% | Reduced |
| Wellington Management Group LLP | 4,221,665 | $324.9M | 0.06% | +1,484,963+54.3% | Added |
| Bank of America Corp | 4,147,594 | $319.2M | 0.03% | −158,925−3.7% | Reduced |
| Bank of New York Mellon Corp | 4,012,254 | $308.7M | 0.06% | −3,039,619−43.1% | Reduced |
| Price T Rowe Associates Inc | 3,962,853 | $304.9M | 0.03% | +206,719+5.5% | Added |
| Lazard Asset Management LLC | 3,896,561 | $299.8M | 0.35% | +984,793+33.8% | Added |
| Norges Bank | 3,891,577 | $299.5M | 0.07% | +42,029+1.1% | Added |
| Ako Capital LLP | 3,889,448 | $299.3M | 3.23% | +165,193+4.4% | Added |
| Deccan Value Investors L.P. | 3,780,826 | $290.9M | 14.82% | −623,728−14.2% | Reduced |
| Sarasin & Partners LLP | 3,705,290 | $285.1M | 2.87% | +40,912+1.1% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 3,538,164 | $272.3M | 1.10% | +3,538,164 | New |
| Boston Partners | 3,511,549 | $270.3M | 0.33% | +333,471+10.5% | Added |
| Goldman Sachs Group Inc | 3,453,735 | $265.8M | 0.07% | +1,384,353+66.9% | Added |
| CIBC Private Wealth Group, LLC | 3,289,501 | $253.1M | 0.55% | +5,034+0.2% | Added |
| Legal & General Group Plc | 3,168,257 | $243.8M | 0.07% | +227,335+7.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,689,292 | $206.9M | 1.00% | +344,652+14.7% | Added |
| Vontobel Asset Management Inc | 2,564,645 | $206.7M | 1.37% | +72,853+2.9% | Added |
| Dimensional Fund Advisors LP | 2,669,309 | $205.4M | 0.06% | +12,978+0.5% | Added |
| Clearbridge Investments, LLC | 2,519,269 | $193.9M | 0.15% | −503,882−16.7% | Reduced |
| London Co of Virginia | 2,320,173 | $178.5M | 0.94% | +31,964+1.4% | Added |
| Los Angeles Capital Management LLC | 2,270,320 | $174.7M | 0.69% | −5,703−0.3% | Reduced |
| Credit Suisse AG | 2,244,199 | $172.7M | 0.15% | +220,547+10.9% | Added |
| Gates Capital Management, Inc. | 2,221,622 | $171.0M | 5.33% | −223,888−9.2% | Reduced |
| Charles Schwab Investment Management Inc | 2,040,045 | $157.0M | 0.05% | +52,261+2.6% | Added |
| Janus Henderson Group PLC | 1,966,389 | $151.3M | 0.07% | −558,812−22.1% | Reduced |
| Schroder Investment Management Group | 1,937,627 | $150.7M | 0.20% | −455,651−19.0% | Reduced |
| Omers Administration Corp | 1,929,648 | $148.5M | 1.91% | +415,500+27.4% | Added |
| State of Wisconsin Investment Board | 1,883,718 | $145.0M | 0.30% | −199,165−9.6% | Reduced |
| UBS Asset Management Americas Inc | 1,825,668 | $140.5M | 0.06% | +96,062+5.6% | Added |
| Nuveen Asset Management, LLC | 1,801,968 | $139.3M | 0.05% | −16,999−0.9% | Reduced |
| Menora Mivtachim Holdings Ltd. | 1,768,300 | $136.1M | 1.97% | +244,300+16.0% | Added |
| Swiss National Bank | 1,747,757 | $134.5M | 0.08% | +206,700+13.4% | Added |
| Primecap Management Co | 1,690,481 | $130.1M | 0.10% | −1,250−0.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,560,251 | $120.1M | 0.08% | −156,148−9.1% | Reduced |
| Ameriprise Financial Inc | 1,483,461 | $114.1M | 0.03% | −21,990−1.5% | Reduced |
| Formuepleje A/S | 1,457,736 | $113.3M | 4.92% | −19,128−1.3% | Reduced |
| Deutsche Bank AG | 1,456,480 | $112.1M | 0.05% | −45,722−3.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,348,657 | $103.8M | 0.24% | +53,800+4.2% | Added |
| Jennison Associates LLC | 1,326,307 | $102.1M | 0.08% | +193,691+17.1% | Added |
| Lazard Freres Gestion S.A.S. | 1,331,296 | $99.8M | 3.01% | +1,331,296 | New |
| Suvretta Capital Management, LLC | 1,297,480 | $99.8M | 3.05% | −1,187,100−47.8% | Reduced |
| Manufacturers Life Insurance Company, The | 1,225,331 | $94.3M | 0.06% | +613,397+100.2% | Added |
| Putnam Investments LLC | 1,207,934 | $93.0M | 0.14% | +48,567+4.2% | Added |
| Pictet Asset Management SA | 1,185,337 | $91.2M | 0.10% | +71,416+6.4% | Added |
| Parametric Portfolio Associates LLC | 1,161,389 | $89.4M | 0.05% | −128,619−10.0% | Reduced |
| D. E. Shaw & Co., Inc. | 1,080,704 | $83.2M | 0.11% | +366,978+51.4% | Added |
| Fisher Asset Management, LLC | 1,077,128 | $82.9M | 0.05% | −44,611−4.0% | Reduced |
| Neuberger Berman Group LLC | 1,046,796 | $80.6M | 0.07% | −32,839−3.0% | Reduced |
| Brown Advisory Inc | 1,032,307 | $79.4M | 0.12% | −17,730−1.7% | Reduced |
| Two Sigma Advisers, LP | 1,005,200 | $77.3M | 0.21% | +1000.0% | Added |
| Wells Fargo & Company | 930,536 | $71.6M | 0.02% | −21,321−2.2% | Reduced |
| Guinness Asset Management LTD | 915,602 | $70.5M | 2.62% | +34,369+3.9% | Added |
| Two Sigma Investments, LP | 883,015 | $67.9M | 0.20% | +132,970+17.7% | Added |
| California Public Employees Retirement System | 845,472 | $65.1M | 0.05% | −69,789−7.6% | Reduced |
| Renaissance Technologies LLC | 823,694 | $63.4M | 0.07% | +186,700+29.3% | Added |
| Fayez Sarofim & Co | 810,659 | $62.4M | 0.20% | −5,241−0.6% | Reduced |
| Thornburg Investment Management Inc | 784,099 | $60.3M | 0.79% | +19,585+2.6% | Added |
| Eaton Vance Management | 773,957 | $59.6M | 0.07% | +153,502+24.7% | Added |
| Franklin Resources Inc | 746,159 | $57.4M | 0.02% | −14,489−1.9% | Reduced |
| Russell Investments Group, Ltd. | 732,457 | $56.5M | 0.10% | −115,762−13.6% | Reduced |
| California State Teachers Retirement System | 710,130 | $54.6M | 0.07% | −44,642−5.9% | Reduced |
| Rhumbline Advisers | 703,202 | $54.1M | 0.07% | +27,194+4.0% | Added |
| HighTower Advisors, LLC | 660,563 | $50.9M | 0.11% | +3,417+0.5% | Added |
| Artisan Partners Limited Partnership | 649,594 | $50.0M | 0.07% | −421,368−39.3% | Reduced |
| AQR Capital Management LLC | 648,184 | $49.9M | 0.09% | −135,505−17.3% | Reduced |
| PGGM Investments | 565,952 | $49.3M | 0.25% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 628,495 | $48.4M | 0.42% | −148,576−19.1% | Reduced |
| Railway Pension Investments Ltd | 622,400 | $47.9M | 0.37% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 604,024 | $46.5M | 0.04% | −6,413−1.1% | Reduced |
| Royal Bank of Canada | 599,125 | $46.1M | 0.01% | −1,066,983−64.0% | Reduced |
| Federated Hermes, Inc. | 590,460 | $45.4M | 0.10% | −207,595−26.0% | Reduced |
| Abeille Asset Management SA | 568,462 | $43.7M | 1.25% | +539,254+1,846.3% | Added |
| New York State Common Retirement Fund | 565,075 | $43.5M | 0.05% | −18,720−3.2% | Reduced |
| Teacher Retirement System of Texas | 554,553 | $42.7M | 0.22% | +15,810+2.9% | Added |
| National Pension Service | 552,906 | $42.5M | 0.08% | +2,107+0.4% | Added |
| UBS Group AG | 549,848 | $42.3M | 0.02% | −109,293−16.6% | Reduced |
| Principal Financial Group Inc | 525,272 | $40.4M | 0.03% | +7,652+1.5% | Added |
| Voloridge Investment Management, LLC | 519,583 | $40.0M | 0.23% | +170,244+48.7% | Added |
| State Board of Administration of Florida Retirement System | 513,012 | $39.5M | 0.08% | −3,506−0.7% | Reduced |
| Prudential Financial Inc | 494,939 | $38.1M | 0.05% | −511,721−50.8% | Reduced |
| New York State Teachers Retirement System | 486,461 | $37.4M | 0.08% | +18,712+4.0% | Added |
| Robeco Institutional Asset Management B.V. | 474,295 | $36.5M | 0.09% | −105,718−18.2% | Reduced |
| Citadel Advisors LLC | 470,376 | $36.2M | 0.04% | +400,711+575.2% | Added |
| Clean Energy Transition LLP | 464,764 | $35.8M | 6.09% | +169,465+57.4% | Added |
| Banque Pictet & Cie SA | 464,198 | $35.7M | 0.28% | −14,792−3.1% | Reduced |
| Connecticut Wealth Management, LLC | 448,163 | $34.5M | 2.64% | +135,990+43.6% | Added |