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 |
|---|---|---|---|---|---|
| Achmea Investment Management B.V. | 80,409 | $6.19M | 0.16% | +80,409 | New |
| Brinker Capital Investments, LLC | 80,519 | $6.20M | 0.10% | −1,097−1.3% | Reduced |
| Prospector Partners LLC | 80,940 | $6.23M | 0.77% | +11,450+16.5% | Added |
| Commerce Bank | 81,160 | $6.25M | 0.04% | −3,426−4.1% | Reduced |
| Truist Financial Corp | 82,388 | $6.34M | 0.01% | −11,320−12.1% | Reduced |
| Nordea Investment Management AB | 81,851 | $6.38M | 0.01% | +51,052+165.8% | Added |
| Swedbank AB | 82,917 | $6.38M | 0.01% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 83,800 | $6.45M | 0.07% | −37,100−30.7% | Reduced |
| Illinois Municipal Retirement Fund | 85,780 | $6.60M | 0.19% | −34,516−28.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 85,916 | $6.61M | 0.01% | −3,590−4.0% | Reduced |
| Middleton & Co Inc | 86,168 | $6.63M | 0.71% | −1,350−1.5% | Reduced |
| Greenwood Gearhart Inc | 86,703 | $6.67M | 0.92% | +21,352+32.7% | Added |
| Trexquant Investment LP | 87,570 | $6.74M | 0.32% | −35,787−29.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 88,124 | $6.78M | 0.13% | +2,490+2.9% | Added |
| Keybank National Association | 88,849 | $6.84M | 0.03% | −7,539−7.8% | Reduced |
| ProShare Advisors LLC | 88,988 | $6.85M | 0.01% | −1,623−1.8% | Reduced |
| Advisor Group Holdings, Inc. | 90,843 | $7.05M | 0.01% | −8,550−8.6% | Reduced |
| Nomura Asset Management Co Ltd | 91,869 | $7.07M | 0.04% | +3,310+3.7% | Added |
| Calamos Advisors LLC | 93,755 | $7.21M | 0.03% | +12,497+15.4% | Added |
| State of Alaska, Department of Revenue | 95,228 | $7.33M | 0.08% | −4,550−4.6% | Reduced |
| Jane Street Group, LLC | 95,416 | $7.34M | 0.01% | +20,156+26.8% | Added |
| EFG Asset Management (Americas) Corp. | 95,388 | $7.36M | 1.36% | −35,215−27.0% | Reduced |
| Woodline Partners LP | 96,213 | $7.40M | 0.12% | −73,118−43.2% | Reduced |
| Schwartz Investment Counsel Inc | 97,000 | $7.46M | 0.31% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 99,244 | $7.64M | 0.01% | −43,246−30.4% | Reduced |
| Bahl & Gaynor Inc | 99,557 | $7.66M | 0.06% | −1,442−1.4% | Reduced |
| Gotham Asset Management, LLC | 101,044 | $7.78M | 0.24% | +36,989+57.7% | Added |
| First Republic Investment Management, Inc. | 101,072 | $7.78M | 0.02% | −3,644−3.5% | Reduced |
| Employees Retirement System of Texas | 104,000 | $8.00M | 0.10% | 00.0% | Unchanged |
| LPL Financial LLC | 104,236 | $8.02M | 0.01% | +537+0.5% | Added |
| Bradley Foster & Sargent Inc | 105,861 | $8.15M | 0.17% | −10,743−9.2% | Reduced |
| State of Michigan Retirement System | 107,207 | $8.25M | 0.05% | +236+0.2% | Added |
| Federation des caisses Desjardins du Quebec | 107,359 | $8.26M | 0.08% | +98,122+1,062.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 107,543 | $8.28M | 0.03% | −98,741−47.9% | Reduced |
| First Manhattan Co | 108,012 | $8.31M | 0.03% | +6,919+6.8% | Added |
| Meyer Handelman Co | 108,162 | $8.32M | 0.32% | +2,250+2.1% | Added |
| USS Investment Management Ltd | 110,152 | $8.47M | 0.07% | +19,165+21.1% | Added |
| CIBC Asset Management Inc | 110,474 | $8.50M | 0.03% | +8,603+8.4% | Added |
| Arizona State Retirement System | 110,728 | $8.52M | 0.07% | −315−0.3% | Reduced |
| DnB Asset Management AS | 110,791 | $8.53M | 0.05% | +15,124+15.8% | Added |
| Standard Life Aberdeen plc | 109,115 | $8.54M | 0.02% | −40,786−27.2% | Reduced |
| Amalgamated Bank | 113,371 | $8.72M | 0.07% | −7,536−6.2% | Reduced |
| Amalgamated Financial Corp. | 113,371 | $8.72M | 0.07% | +113,371 | New |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $8.82M | 0.10% | 00.0% | Unchanged |
| MetLife Investment Management | 115,637 | $8.90M | 0.06% | +21,789+23.2% | Added |
| Churchill Management Corp | 116,089 | $8.93M | 0.16% | +11,685+11.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 116,214 | $8.98M | 0.12% | +76,889+195.5% | Added |
| Evoke Wealth, LLC | 118,469 | $9.12M | 0.30% | +16,373+16.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 121,669 | $9.36M | 0.06% | +9,973+8.9% | Added |
| Nisa Investment Advisors, LLC | 122,455 | $9.42M | 0.07% | −15,594−11.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 124,254 | $9.56M | 1.46% | +2,891+2.4% | Added |
| Stifel Financial Corp | 124,434 | $9.57M | 0.01% | −22,262−15.2% | Reduced |
| Copeland Capital Management, LLC | 124,637 | $9.59M | 0.26% | −63−0.1% | Reduced |
| Qube Research & Technologies Ltd | 124,983 | $9.62M | 0.09% | −59,939−32.4% | Reduced |
| Tudor Investment Corp Et Al | 127,499 | $9.81M | 0.25% | −10,000−7.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 127,500 | $9.81M | 0.11% | +39,531+44.9% | Added |
| Ensign Peak Advisors, Inc | 130,567 | $10.0M | 0.02% | −39,975−23.4% | Reduced |
| Tocqueville Asset Management L.P. | 132,843 | $10.2M | 0.15% | −7,494−5.3% | Reduced |
| Assenagon Asset Management S.A. | 134,805 | $10.4M | 0.03% | −411,858−75.3% | Reduced |
| State of Tennessee, Treasury Department | 135,570 | $10.4M | 0.04% | +21,822+19.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 135,755 | $10.4M | 0.05% | −11,137−7.6% | Reduced |
| American International Group, Inc. | 135,890 | $10.5M | 0.06% | −3,531−2.5% | Reduced |
| Squarepoint Ops LLC | 136,072 | $10.5M | 0.08% | −63,218−31.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 139,934 | $10.8M | 0.04% | +37,912+37.2% | Added |
| Altrinsic Global Advisors LLC | 140,402 | $10.8M | 0.38% | −24,622−14.9% | Reduced |
| Retirement Systems of Alabama | 140,802 | $10.8M | 0.04% | +560.0% | Added |
| Commonwealth Equity Services, LLC | 143,857 | $11.1M | 0.03% | +1,840+1.3% | Added |
| AXA S.A. | 148,116 | $11.4M | 0.03% | −41,539−21.9% | Reduced |
| Millennium Management LLC | 149,070 | $11.5M | 0.01% | −192,819−56.4% | Reduced |
| TD Asset Management Inc | 150,807 | $11.6M | 0.01% | −1,190−0.8% | Reduced |
| United Capital Financial Advisers, LLC | 151,017 | $11.6M | 0.06% | −2,322−1.5% | Reduced |
| Royal London Asset Management Ltd | 155,557 | $12.0M | 0.05% | 00.0% | Unchanged |
| M&T Bank Corp | 157,460 | $12.1M | 0.05% | +1,859+1.2% | Added |
| Storebrand Asset Management AS | 158,682 | $12.2M | 0.06% | −5,464−3.3% | Reduced |
| Natixis | 159,204 | $12.3M | 0.04% | +159,204 | New |
| MUFG Americas Holdings Corp | 159,558 | $12.3M | 0.24% | +4,921+3.2% | Added |
| Winton Group Ltd | 160,716 | $12.4M | 0.65% | +9,556+6.3% | Added |
| DekaBank Deutsche Girozentrale | 163,362 | $12.7M | 0.03% | −28,633−14.9% | Reduced |
| Treasurer of the State of North Carolina | 167,203 | $12.9M | 0.07% | +7,034+4.4% | Added |
| Aviva PLC | 167,840 | $12.9M | 0.06% | −901,851−84.3% | Reduced |
| US Bancorp | 168,655 | $13.0M | 0.02% | −8,098−4.6% | Reduced |
| Asset Management One Co.,Ltd. | 169,626 | $13.1M | 0.05% | −9,905−5.5% | Reduced |
| Liontrust Investment Partners LLP | 170,000 | $13.1M | 0.17% | +10,000+6.3% | Added |
| Creative Planning | 172,763 | $13.3M | 0.02% | +134,037+346.1% | Added |
| Pinebridge Investments, L.P. | 175,429 | $13.5M | 0.14% | +4,808+2.8% | Added |
| Davidson Investment Advisors | 175,694 | $13.5M | 0.98% | +2,546+1.5% | Added |
| Public Sector Pension Investment Board | 184,407 | $14.2M | 0.09% | +113,530+160.2% | Added |
| CIBC World Markets Corp | 187,282 | $14.4M | 0.11% | −80,209−30.0% | Reduced |
| Comgest Global Investors S.A.S. | 188,510 | $14.5M | 0.23% | +7,695+4.3% | Added |
| Border to Coast Pensions Partnership Ltd | 193,858 | $14.9M | 0.42% | +232+0.1% | Added |
| Balyasny Asset Management LLC | 198,816 | $15.3M | 0.07% | +198,816 | New |
| QVIDTVM Management LLC | 199,657 | $15.4M | 8.29% | +31,000+18.4% | Added |
| Broadcrest Asset Management, LLC | 200,000 | $15.4M | 12.79% | 00.0% | Unchanged |
| Alphinity Investment Management Pty Ltd | 201,904 | $15.5M | 0.36% | +35,265+21.2% | Added |
| Carnegie Capital Asset Management, LLC | 207,572 | $16.0M | 0.58% | −4,936−2.3% | Reduced |
| Worldquant Millennium Advisors LLC | 216,920 | $16.7M | 0.41% | +17,048+8.5% | Added |
| MAI Capital Management | 217,991 | $16.8M | 0.29% | −38,027−14.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 218,066 | $16.8M | 0.07% | +22,781+11.7% | Added |
| Moody Lynn & Lieberson, LLC | 220,358 | $17.0M | 1.24% | −28,906−11.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 223,897 | $17.2M | 0.04% | −14,258−6.0% | Reduced |