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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 31,124 | $2.40M | 0.01% | −1,019−3.2% | Reduced |
| Shelter Mutual Insurance Co | 31,200 | $2.40M | 0.63% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 31,293 | $2.41M | 0.02% | −1,867−5.6% | Reduced |
| Cohen Klingenstein LLC | 31,307 | $2.41M | 0.10% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 31,566 | $2.43M | 0.08% | −6,475−17.0% | Reduced |
| Elo Mutual Pension Insurance Co | 31,736 | $2.44M | 0.07% | +775+2.5% | Added |
| Sandy Spring Bank | 32,267 | $2.48M | 0.13% | −838−2.5% | Reduced |
| Maryland State Retirement & Pension System | 32,336 | $2.49M | 0.07% | 00.0% | Unchanged |
| Close Asset Management Ltd | 28,674 | $2.50M | 0.09% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 32,869 | $2.53M | 0.02% | +713+2.2% | Added |
| Okabena Investment Services Inc | 32,940 | $2.54M | 1.07% | +4,925+17.6% | Added |
| Oregon Public Employees Retirement Fund | 33,961 | $2.61M | 0.03% | −700−2.0% | Reduced |
| Aureus Asset Management, LLC | 34,214 | $2.63M | 0.17% | +531+1.6% | Added |
| Securian Asset Management, Inc | 34,959 | $2.69M | 0.05% | −691−1.9% | Reduced |
| Financial Advisors Network, Inc. | 35,265 | $2.71M | 0.67% | +35,265 | New |
| MML Investors Services, LLC | 35,840 | $2.76M | 0.02% | +367+1.0% | Added |
| Point72 Hong Kong Ltd | 36,879 | $2.84M | 0.26% | +31,798+625.8% | Added |
| William Allan, LLC | 37,067 | $2.85M | 2.15% | +1,190+3.3% | Added |
| Tredje AP-fonden | 37,478 | $2.88M | 0.06% | 00.0% | Unchanged |
| Mariner, LLC | 37,559 | $2.89M | 0.01% | +10,406+38.3% | Added |
| Tufton Capital Management | 37,599 | $2.89M | 0.47% | −1,434−3.7% | Reduced |
| Wesbanco Bank Inc | 38,090 | $2.93M | 0.11% | +1,517+4.1% | Added |
| Engineers Gate Manager LP | 38,110 | $2.93M | 0.11% | +16,680+77.8% | Added |
| KBC Group NV | 39,066 | $3.01M | 0.01% | +6,405+19.6% | Added |
| Norinchukin Bank, The | 39,298 | $3.02M | 0.04% | +3,062+8.5% | Added |
| Prudential PLC | 39,381 | $3.03M | 0.04% | −10,991−21.8% | Reduced |
| Mercer Global Advisors Inc | 39,374 | $3.03M | 0.02% | +11,580+41.7% | Added |
| Pendal Group Limited | 39,714 | $3.06M | 0.03% | +2,706+7.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 40,112 | $3.09M | 0.05% | 00.0% | Unchanged |
| M. Kraus & Co | 40,704 | $3.13M | 1.05% | +150.0% | Added |
| Cacti Asset Management LLC | 40,050 | $3.13M | 0.25% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 42,079 | $3.24M | 0.15% | −590−1.4% | Reduced |
| Cresset Asset Management, LLC | 42,423 | $3.27M | 0.03% | −442−1.0% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 42,500 | $3.27M | 1.47% | +13,000+44.1% | Added |
| Farmers & Merchants Investments Inc | 42,549 | $3.27M | 0.12% | −616−1.4% | Reduced |
| Baird Financial Group, Inc. | 42,689 | $3.28M | 0.01% | −119−0.3% | Reduced |
| Scotia Capital Inc. | 45,860 | $3.53M | 0.02% | +3,499+8.3% | Added |
| Hartford Investment Management Co | 45,876 | $3.53M | 0.09% | +2,780+6.5% | Added |
| Erste Asset Management GmbH | 45,531 | $3.54M | 0.07% | −5,489−10.8% | Reduced |
| Gateway Investment Advisers LLC | 46,445 | $3.57M | 0.04% | −230.0% | Reduced |
| Vontobel Holding Ltd. | 46,911 | $3.65M | 0.03% | −25,324−35.1% | Reduced |
| Seven Eight Capital, LP | 47,406 | $3.65M | 0.49% | +44,814+1,728.9% | Added |
| Cohen Capital Management, Inc. | 47,645 | $3.67M | 0.64% | −64,102−57.4% | Reduced |
| Wesleyan Assurance Society | 48,100 | $3.70M | 0.45% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 49,791 | $3.83M | 0.06% | +49,791 | New |
| Leverage Partners Absolute Return Fund SPC | 50,000 | $3.85M | 2.74% | −2,000−3.8% | Reduced |
| IndexIQ Advisors LLC | 50,055 | $3.85M | 0.14% | +42,893+598.9% | Added |
| FIL Ltd | 50,153 | $3.86M | 0.00% | +4,484+9.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 50,218 | $3.86M | 0.01% | +7,366+17.2% | Added |
| Kanawha Capital Management LLC | 50,552 | $3.89M | 0.34% | −1,028−2.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 50,739 | $3.90M | 0.14% | −2,507−4.7% | Reduced |
| BTC Capital Management, Inc. | 50,819 | $3.92M | 0.39% | +471+0.9% | Added |
| Regions Financial Corp | 51,227 | $3.94M | 0.03% | −338−0.7% | Reduced |
| Comerica Bank | 53,834 | $4.07M | 0.03% | −6,998−11.5% | Reduced |
| Swiss Life Asset Management Ltd | 53,366 | $4.11M | 0.06% | −8,304−13.5% | Reduced |
| Magnetar Financial LLC | 53,649 | $4.13M | 0.04% | +53,649 | New |
| Tower Research Capital LLC (TRC) | 54,915 | $4.23M | 0.04% | +22,816+71.1% | Added |
| Texas Permanent School Fund | 55,121 | $4.24M | 0.06% | −3,468−5.9% | Reduced |
| Graybill Bartz & Assoc Ltd | 55,200 | $4.25M | 2.07% | +983+1.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 55,724 | $4.29M | 0.04% | −30,000−35.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 56,223 | $4.33M | 1.07% | −737−1.3% | Reduced |
| Sheets Smith Wealth Management | 56,328 | $4.33M | 0.60% | −1,000−1.7% | Reduced |
| Mutual of America Capital Management LLC | 56,844 | $4.37M | 0.05% | +648+1.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 56,861 | $4.38M | 0.04% | +3,545+6.6% | Added |
| Glenmede Trust Co NA | 57,816 | $4.45M | 0.02% | −1,373−2.3% | Reduced |
| Rockland Trust Co | 59,053 | $4.54M | 0.29% | −10,239−14.8% | Reduced |
| Foyston, Gordon, & Payne Inc | 59,471 | $4.58M | 1.12% | −7,789−11.6% | Reduced |
| HM Payson & Co | 59,635 | $4.59M | 0.10% | −15,049−20.2% | Reduced |
| Fiduciary Trust Co | 59,646 | $4.59M | 0.08% | −3,814−6.0% | Reduced |
| Diversified Trust Co | 60,044 | $4.62M | 0.16% | +12,072+25.2% | Added |
| Mackay Shields LLC | 60,954 | $4.69M | 0.04% | −2,374−3.7% | Reduced |
| IFM Investors Pty Ltd | 61,199 | $4.71M | 0.07% | +8,666+16.5% | Added |
| British Columbia Investment Management Corp | 62,301 | $4.79M | 0.03% | −9,028−12.7% | Reduced |
| Amica Mutual Insurance Co | 62,556 | $4.81M | 0.57% | −53,760−46.2% | Reduced |
| Yousif Capital Management, LLC | 64,924 | $5.00M | 0.05% | −9,696−13.0% | Reduced |
| Aptus Capital Advisors, LLC | 65,208 | $5.02M | 0.15% | +9,558+17.2% | Added |
| Gulf International Bank (UK) Ltd | 65,534 | $5.04M | 0.08% | 00.0% | Unchanged |
| Fifth Third Bancorp | 65,549 | $5.04M | 0.02% | −3,549−5.1% | Reduced |
| Public Employees Retirement Association of Colorado | 66,207 | $5.09M | 0.02% | −6,044−8.4% | Reduced |
| Delta Asset Management LLC | 66,741 | $5.14M | 0.50% | +2,734+4.3% | Added |
| ING Groep NV | 67,422 | $5.19M | 0.05% | +11,982+21.6% | Added |
| Macquarie Group Ltd | 67,460 | $5.19M | 0.00% | +206+0.3% | Added |
| Natixis Advisors, L.P. | 69,240 | $5.33M | 0.02% | −8,455−10.9% | Reduced |
| Carlson Capital L P | 69,852 | $5.38M | 0.37% | +10,000+16.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 70,897 | $5.46M | 0.01% | −2,496−3.4% | Reduced |
| Rockefeller Capital Management L.P. | 71,673 | $5.51M | 0.03% | −16,085−18.3% | Reduced |
| Handelsbanken Fonder AB | 71,956 | $5.54M | 0.03% | +6,110+9.3% | Added |
| Westpac Banking Corp | 72,577 | $5.58M | 0.06% | −862−1.2% | Reduced |
| Gofen & Glossberg LLC | 73,125 | $5.63M | 0.13% | +4,951+7.3% | Added |
| Guggenheim Capital LLC | 73,317 | $5.64M | 0.03% | +2,291+3.2% | Added |
| Windward Capital Management Co | 73,651 | $5.67M | 0.51% | −281−0.4% | Reduced |
| Blueshift Asset Management, LLC | 73,967 | $5.69M | 0.52% | +33,276+81.8% | Added |
| Lincoln Capital LLC | 74,126 | $5.70M | 1.34% | −756−1.0% | Reduced |
| Barclays PLC | 74,602 | $5.74M | 0.00% | +74,602 | New |
| Utah Retirement Systems | 75,852 | $5.84M | 0.08% | −1,500−1.9% | Reduced |
| Allied Investment Advisors, LLC | 76,502 | $5.89M | 1.92% | +5,846+8.3% | Added |
| Kiwi Wealth Investments Limited Partnership | 76,823 | $5.91M | 0.32% | +76,823 | New |
| Janney Montgomery Scott LLC | 78,448 | $6.04M | 0.03% | −5,747−6.8% | Reduced |
| Peapack Gladstone Financial Corp | 79,304 | $6.10M | 0.12% | −491−0.6% | Reduced |
| Osborne Partners Capital Management, LLC | 80,305 | $6.18M | 0.46% | +3,790+5.0% | Added |