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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 225,786 | $17.4M | 0.01% | −16,115−6.7% | Reduced |
| Man Group plc | 226,023 | $17.4M | 0.06% | −43,796−16.2% | Reduced |
| State of New Jersey Common Pension Fund D | 228,733 | $17.6M | 0.06% | −1,756−0.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 230,884 | $17.8M | 0.02% | −1,275,248−84.7% | Reduced |
| SEI Investments Co | 232,294 | $17.9M | 0.04% | −10,386−4.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 232,781 | $17.9M | 0.02% | −373,392−61.6% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 235,080 | $18.1M | 0.97% | −35,400−13.1% | Reduced |
| London & Capital Asset Management Ltd | 235,882 | $18.2M | 1.34% | −3,344−1.4% | Reduced |
| Toronto Dominion Bank | 237,824 | $18.3M | 0.03% | −13,132−5.2% | Reduced |
| Citigroup Inc | 241,431 | $18.6M | 0.02% | −33,822−12.3% | Reduced |
| Rheos Capital Works Inc. | 242,000 | $18.6M | 0.90% | 00.0% | Unchanged |
| Bank of Montreal | 246,639 | $19.2M | 0.01% | −309,073−55.6% | Reduced |
| NN Investment Partners Holdings N.V. | 253,556 | $19.5M | 0.11% | +41,749+19.7% | Added |
| Canada Pension Plan Investment Board | 253,913 | $19.5M | 0.03% | −128,028−33.5% | Reduced |
| Envestnet Asset Management Inc | 256,860 | $19.8M | 0.01% | +15,599+6.5% | Added |
| AustralianSuper Pty Ltd | 258,355 | $19.9M | 0.12% | +258,355 | New |
| Chevy Chase Trust Holdings, Inc. | 258,673 | $19.9M | 0.07% | +451+0.2% | Added |
| Alyeska Investment Group, L.P. | 259,617 | $20.0M | 0.22% | +259,617 | New |
| Voya Investment Management LLC | 261,743 | $20.1M | 0.04% | +96,300+58.2% | Added |
| Adage Capital Partners GP, L.L.C. | 278,289 | $21.4M | 0.04% | −378,954−57.7% | Reduced |
| Walleye Capital LLC | 278,870 | $21.5M | 0.62% | +278,870 | New |
| Skandinaviska Enskilda Banken AB (publ) | 281,012 | $21.6M | 0.13% | +25,277+9.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 288,771 | $22.2M | 0.30% | +27,300+10.4% | Added |
| Pictet & Cie (Europe) SA | 292,201 | $22.5M | 0.86% | −178,995−38.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 293,500 | $22.6M | 0.15% | −20,900−6.6% | Reduced |
| Prio Wealth Limited Partnership | 296,998 | $22.9M | 0.75% | +1,757+0.6% | Added |
| Vaughan Nelson Investment Management, L.P. | 298,994 | $23.0M | 0.26% | −6,407−2.1% | Reduced |
| First Trust Advisors LP | 299,049 | $23.0M | 0.02% | −180,258−37.6% | Reduced |
| Lord, Abbett & Co. LLC | 308,422 | $23.7M | 0.06% | −1,550−0.5% | Reduced |
| Welch & Forbes LLC | 316,884 | $24.4M | 0.38% | −3,684−1.1% | Reduced |
| Public Employees Retirement System of Ohio | 326,231 | $25.1M | 0.09% | +89,540+37.8% | Added |
| National Bank of Canada | 353,926 | $26.8M | 0.11% | +255,553+259.8% | Added |
| Holocene Advisors, LP | 354,324 | $27.3M | 0.14% | −401,663−53.1% | Reduced |
| Victory Capital Management Inc | 379,725 | $27.7M | 0.03% | −3,884−1.0% | Reduced |
| Rathbone Brothers plc | 361,404 | $27.8M | 0.28% | +59,615+19.8% | Added |
| Amundi | 362,633 | $28.1M | 0.02% | −294,675−44.8% | Reduced |
| APG Asset Management N.V. | 412,678 | $28.5M | 0.05% | −6,326−1.5% | Reduced |
| HSBC Holdings PLC | 387,579 | $30.0M | 0.04% | −70,740−15.4% | Reduced |
| Factory Mutual Insurance Co | 398,600 | $30.7M | 0.41% | −13,900−3.4% | Reduced |
| Impax Asset Management Group plc | 404,408 | $31.1M | 0.13% | +109,421+37.1% | Added |
| Korea Investment CORP | 411,650 | $31.7M | 0.08% | +232,900+130.3% | Added |
| Allianz Asset Management GmbH | 424,672 | $32.7M | 0.03% | −86,302−16.9% | Reduced |
| Great West Life Assurance Co | 405,431 | $32.9M | 0.07% | +44,235+12.2% | Added |
| Candriam Luxembourg S.C.A. | 431,102 | $33.2M | 0.23% | −37,300−8.0% | Reduced |
| Bank of Nova Scotia | 441,637 | $34.0M | 0.06% | +343,048+348.0% | Added |
| Connecticut Wealth Management, LLC | 448,163 | $34.5M | 2.64% | +135,990+43.6% | Added |
| Banque Pictet & Cie SA | 464,198 | $35.7M | 0.28% | −14,792−3.1% | Reduced |
| Clean Energy Transition LLP | 464,764 | $35.8M | 6.09% | +169,465+57.4% | Added |
| Citadel Advisors LLC | 470,376 | $36.2M | 0.04% | +400,711+575.2% | Added |
| Robeco Institutional Asset Management B.V. | 474,295 | $36.5M | 0.09% | −105,718−18.2% | Reduced |
| New York State Teachers Retirement System | 486,461 | $37.4M | 0.08% | +18,712+4.0% | Added |
| Prudential Financial Inc | 494,939 | $38.1M | 0.05% | −511,721−50.8% | Reduced |
| State Board of Administration of Florida Retirement System | 513,012 | $39.5M | 0.08% | −3,506−0.7% | Reduced |
| Voloridge Investment Management, LLC | 519,583 | $40.0M | 0.23% | +170,244+48.7% | Added |
| Principal Financial Group Inc | 525,272 | $40.4M | 0.03% | +7,652+1.5% | Added |
| UBS Group AG | 549,848 | $42.3M | 0.02% | −109,293−16.6% | Reduced |
| National Pension Service | 552,906 | $42.5M | 0.08% | +2,107+0.4% | Added |
| Teacher Retirement System of Texas | 554,553 | $42.7M | 0.22% | +15,810+2.9% | Added |
| New York State Common Retirement Fund | 565,075 | $43.5M | 0.05% | −18,720−3.2% | Reduced |
| Abeille Asset Management SA | 568,462 | $43.7M | 1.25% | +539,254+1,846.3% | Added |
| Federated Hermes, Inc. | 590,460 | $45.4M | 0.10% | −207,595−26.0% | Reduced |
| Royal Bank of Canada | 599,125 | $46.1M | 0.01% | −1,066,983−64.0% | Reduced |
| The PNC Financial Services Group, Inc. | 604,024 | $46.5M | 0.04% | −6,413−1.1% | Reduced |
| Railway Pension Investments Ltd | 622,400 | $47.9M | 0.37% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 628,495 | $48.4M | 0.42% | −148,576−19.1% | Reduced |
| PGGM Investments | 565,952 | $49.3M | 0.25% | 00.0% | Unchanged |
| AQR Capital Management LLC | 648,184 | $49.9M | 0.09% | −135,505−17.3% | Reduced |
| Artisan Partners Limited Partnership | 649,594 | $50.0M | 0.07% | −421,368−39.3% | Reduced |
| HighTower Advisors, LLC | 660,563 | $50.9M | 0.11% | +3,417+0.5% | Added |
| Rhumbline Advisers | 703,202 | $54.1M | 0.07% | +27,194+4.0% | Added |
| California State Teachers Retirement System | 710,130 | $54.6M | 0.07% | −44,642−5.9% | Reduced |
| Russell Investments Group, Ltd. | 732,457 | $56.5M | 0.10% | −115,762−13.6% | Reduced |
| Franklin Resources Inc | 746,159 | $57.4M | 0.02% | −14,489−1.9% | Reduced |
| Eaton Vance Management | 773,957 | $59.6M | 0.07% | +153,502+24.7% | Added |
| Thornburg Investment Management Inc | 784,099 | $60.3M | 0.79% | +19,585+2.6% | Added |
| Fayez Sarofim & Co | 810,659 | $62.4M | 0.20% | −5,241−0.6% | Reduced |
| Renaissance Technologies LLC | 823,694 | $63.4M | 0.07% | +186,700+29.3% | Added |
| California Public Employees Retirement System | 845,472 | $65.1M | 0.05% | −69,789−7.6% | Reduced |
| Two Sigma Investments, LP | 883,015 | $67.9M | 0.20% | +132,970+17.7% | Added |
| Guinness Asset Management LTD | 915,602 | $70.5M | 2.62% | +34,369+3.9% | Added |
| Wells Fargo & Company | 930,536 | $71.6M | 0.02% | −21,321−2.2% | Reduced |
| Two Sigma Advisers, LP | 1,005,200 | $77.3M | 0.21% | +1000.0% | Added |
| Brown Advisory Inc | 1,032,307 | $79.4M | 0.12% | −17,730−1.7% | Reduced |
| Neuberger Berman Group LLC | 1,046,796 | $80.6M | 0.07% | −32,839−3.0% | Reduced |
| Fisher Asset Management, LLC | 1,077,128 | $82.9M | 0.05% | −44,611−4.0% | Reduced |
| D. E. Shaw & Co., Inc. | 1,080,704 | $83.2M | 0.11% | +366,978+51.4% | Added |
| Parametric Portfolio Associates LLC | 1,161,389 | $89.4M | 0.05% | −128,619−10.0% | Reduced |
| Pictet Asset Management SA | 1,185,337 | $91.2M | 0.10% | +71,416+6.4% | Added |
| Putnam Investments LLC | 1,207,934 | $93.0M | 0.14% | +48,567+4.2% | Added |
| Manufacturers Life Insurance Company, The | 1,225,331 | $94.3M | 0.06% | +613,397+100.2% | Added |
| Suvretta Capital Management, LLC | 1,297,480 | $99.8M | 3.05% | −1,187,100−47.8% | Reduced |
| Lazard Freres Gestion S.A.S. | 1,331,296 | $99.8M | 3.01% | +1,331,296 | New |
| Jennison Associates LLC | 1,326,307 | $102.1M | 0.08% | +193,691+17.1% | Added |
| Caisse de Depot Et Placement du Quebec | 1,348,657 | $103.8M | 0.24% | +53,800+4.2% | Added |
| Deutsche Bank AG | 1,456,480 | $112.1M | 0.05% | −45,722−3.0% | Reduced |
| Formuepleje A/S | 1,457,736 | $113.3M | 4.92% | −19,128−1.3% | Reduced |
| Ameriprise Financial Inc | 1,483,461 | $114.1M | 0.03% | −21,990−1.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,560,251 | $120.1M | 0.08% | −156,148−9.1% | Reduced |
| Primecap Management Co | 1,690,481 | $130.1M | 0.10% | −1,250−0.1% | Reduced |
| Swiss National Bank | 1,747,757 | $134.5M | 0.08% | +206,700+13.4% | Added |