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 |
|---|---|---|---|---|---|
| Bank of Nova Scotia | 441,637 | $34.0M | 0.06% | +343,048+348.0% | Added |
| Candriam Luxembourg S.C.A. | 431,102 | $33.2M | 0.23% | −37,300−8.0% | Reduced |
| Great West Life Assurance Co | 405,431 | $32.9M | 0.07% | +44,235+12.2% | Added |
| Allianz Asset Management GmbH | 424,672 | $32.7M | 0.03% | −86,302−16.9% | Reduced |
| Korea Investment CORP | 411,650 | $31.7M | 0.08% | +232,900+130.3% | Added |
| Impax Asset Management Group plc | 404,408 | $31.1M | 0.13% | +109,421+37.1% | Added |
| Factory Mutual Insurance Co | 398,600 | $30.7M | 0.41% | −13,900−3.4% | Reduced |
| HSBC Holdings PLC | 387,579 | $30.0M | 0.04% | −70,740−15.4% | Reduced |
| APG Asset Management N.V. | 412,678 | $28.5M | 0.05% | −6,326−1.5% | Reduced |
| Amundi | 362,633 | $28.1M | 0.02% | −294,675−44.8% | Reduced |
| Rathbone Brothers plc | 361,404 | $27.8M | 0.28% | +59,615+19.8% | Added |
| Victory Capital Management Inc | 379,725 | $27.7M | 0.03% | −3,884−1.0% | Reduced |
| Holocene Advisors, LP | 354,324 | $27.3M | 0.14% | −401,663−53.1% | Reduced |
| National Bank of Canada | 353,926 | $26.8M | 0.11% | +255,553+259.8% | Added |
| Public Employees Retirement System of Ohio | 326,231 | $25.1M | 0.09% | +89,540+37.8% | Added |
| Welch & Forbes LLC | 316,884 | $24.4M | 0.38% | −3,684−1.1% | Reduced |
| Lord, Abbett & Co. LLC | 308,422 | $23.7M | 0.06% | −1,550−0.5% | Reduced |
| First Trust Advisors LP | 299,049 | $23.0M | 0.02% | −180,258−37.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 298,994 | $23.0M | 0.26% | −6,407−2.1% | Reduced |
| Prio Wealth Limited Partnership | 296,998 | $22.9M | 0.75% | +1,757+0.6% | Added |
| Mn Services Vermogensbeheer B.V. | 293,500 | $22.6M | 0.15% | −20,900−6.6% | Reduced |
| Pictet & Cie (Europe) SA | 292,201 | $22.5M | 0.86% | −178,995−38.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 288,771 | $22.2M | 0.30% | +27,300+10.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 281,012 | $21.6M | 0.13% | +25,277+9.9% | Added |
| Walleye Capital LLC | 278,870 | $21.5M | 0.62% | +278,870 | New |
| Adage Capital Partners GP, L.L.C. | 278,289 | $21.4M | 0.04% | −378,954−57.7% | Reduced |
| Voya Investment Management LLC | 261,743 | $20.1M | 0.04% | +96,300+58.2% | Added |
| Alyeska Investment Group, L.P. | 259,617 | $20.0M | 0.22% | +259,617 | New |
| Chevy Chase Trust Holdings, Inc. | 258,673 | $19.9M | 0.07% | +451+0.2% | Added |
| AustralianSuper Pty Ltd | 258,355 | $19.9M | 0.12% | +258,355 | New |
| Envestnet Asset Management Inc | 256,860 | $19.8M | 0.01% | +15,599+6.5% | Added |
| Canada Pension Plan Investment Board | 253,913 | $19.5M | 0.03% | −128,028−33.5% | Reduced |
| NN Investment Partners Holdings N.V. | 253,556 | $19.5M | 0.11% | +41,749+19.7% | Added |
| Bank of Montreal | 246,639 | $19.2M | 0.01% | −309,073−55.6% | Reduced |
| Rheos Capital Works Inc. | 242,000 | $18.6M | 0.90% | 00.0% | Unchanged |
| Citigroup Inc | 241,431 | $18.6M | 0.02% | −33,822−12.3% | Reduced |
| Toronto Dominion Bank | 237,824 | $18.3M | 0.03% | −13,132−5.2% | Reduced |
| London & Capital Asset Management Ltd | 235,882 | $18.2M | 1.34% | −3,344−1.4% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 235,080 | $18.1M | 0.97% | −35,400−13.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 232,781 | $17.9M | 0.02% | −373,392−61.6% | Reduced |
| SEI Investments Co | 232,294 | $17.9M | 0.04% | −10,386−4.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 230,884 | $17.8M | 0.02% | −1,275,248−84.7% | Reduced |
| State of New Jersey Common Pension Fund D | 228,733 | $17.6M | 0.06% | −1,756−0.8% | Reduced |
| Man Group plc | 226,023 | $17.4M | 0.06% | −43,796−16.2% | Reduced |
| Raymond James & Associates | 225,786 | $17.4M | 0.01% | −16,115−6.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 223,897 | $17.2M | 0.04% | −14,258−6.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 220,358 | $17.0M | 1.24% | −28,906−11.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 218,066 | $16.8M | 0.07% | +22,781+11.7% | Added |
| MAI Capital Management | 217,991 | $16.8M | 0.29% | −38,027−14.9% | Reduced |
| Worldquant Millennium Advisors LLC | 216,920 | $16.7M | 0.41% | +17,048+8.5% | Added |
| Carnegie Capital Asset Management, LLC | 207,572 | $16.0M | 0.58% | −4,936−2.3% | Reduced |
| Alphinity Investment Management Pty Ltd | 201,904 | $15.5M | 0.36% | +35,265+21.2% | Added |
| Broadcrest Asset Management, LLC | 200,000 | $15.4M | 12.79% | 00.0% | Unchanged |
| QVIDTVM Management LLC | 199,657 | $15.4M | 8.29% | +31,000+18.4% | Added |
| Balyasny Asset Management LLC | 198,816 | $15.3M | 0.07% | +198,816 | New |
| Border to Coast Pensions Partnership Ltd | 193,858 | $14.9M | 0.42% | +232+0.1% | Added |
| Comgest Global Investors S.A.S. | 188,510 | $14.5M | 0.23% | +7,695+4.3% | Added |
| CIBC World Markets Corp | 187,282 | $14.4M | 0.11% | −80,209−30.0% | Reduced |
| Public Sector Pension Investment Board | 184,407 | $14.2M | 0.09% | +113,530+160.2% | Added |
| Davidson Investment Advisors | 175,694 | $13.5M | 0.98% | +2,546+1.5% | Added |
| Pinebridge Investments, L.P. | 175,429 | $13.5M | 0.14% | +4,808+2.8% | Added |
| Creative Planning | 172,763 | $13.3M | 0.02% | +134,037+346.1% | Added |
| Liontrust Investment Partners LLP | 170,000 | $13.1M | 0.17% | +10,000+6.3% | Added |
| Asset Management One Co.,Ltd. | 169,626 | $13.1M | 0.05% | −9,905−5.5% | Reduced |
| US Bancorp | 168,655 | $13.0M | 0.02% | −8,098−4.6% | Reduced |
| Aviva PLC | 167,840 | $12.9M | 0.06% | −901,851−84.3% | Reduced |
| Treasurer of the State of North Carolina | 167,203 | $12.9M | 0.07% | +7,034+4.4% | Added |
| DekaBank Deutsche Girozentrale | 163,362 | $12.7M | 0.03% | −28,633−14.9% | Reduced |
| Winton Group Ltd | 160,716 | $12.4M | 0.65% | +9,556+6.3% | Added |
| MUFG Americas Holdings Corp | 159,558 | $12.3M | 0.24% | +4,921+3.2% | Added |
| Natixis | 159,204 | $12.3M | 0.04% | +159,204 | New |
| Storebrand Asset Management AS | 158,682 | $12.2M | 0.06% | −5,464−3.3% | Reduced |
| M&T Bank Corp | 157,460 | $12.1M | 0.05% | +1,859+1.2% | Added |
| Royal London Asset Management Ltd | 155,557 | $12.0M | 0.05% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 151,017 | $11.6M | 0.06% | −2,322−1.5% | Reduced |
| TD Asset Management Inc | 150,807 | $11.6M | 0.01% | −1,190−0.8% | Reduced |
| Millennium Management LLC | 149,070 | $11.5M | 0.01% | −192,819−56.4% | Reduced |
| AXA S.A. | 148,116 | $11.4M | 0.03% | −41,539−21.9% | Reduced |
| Commonwealth Equity Services, LLC | 143,857 | $11.1M | 0.03% | +1,840+1.3% | Added |
| Retirement Systems of Alabama | 140,802 | $10.8M | 0.04% | +560.0% | Added |
| Altrinsic Global Advisors LLC | 140,402 | $10.8M | 0.38% | −24,622−14.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 139,934 | $10.8M | 0.04% | +37,912+37.2% | Added |
| Squarepoint Ops LLC | 136,072 | $10.5M | 0.08% | −63,218−31.7% | Reduced |
| American International Group, Inc. | 135,890 | $10.5M | 0.06% | −3,531−2.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 135,755 | $10.4M | 0.05% | −11,137−7.6% | Reduced |
| State of Tennessee, Treasury Department | 135,570 | $10.4M | 0.04% | +21,822+19.2% | Added |
| Assenagon Asset Management S.A. | 134,805 | $10.4M | 0.03% | −411,858−75.3% | Reduced |
| Tocqueville Asset Management L.P. | 132,843 | $10.2M | 0.15% | −7,494−5.3% | Reduced |
| Ensign Peak Advisors, Inc | 130,567 | $10.0M | 0.02% | −39,975−23.4% | 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 |
| Qube Research & Technologies Ltd | 124,983 | $9.62M | 0.09% | −59,939−32.4% | Reduced |
| Copeland Capital Management, LLC | 124,637 | $9.59M | 0.26% | −63−0.1% | Reduced |
| Stifel Financial Corp | 124,434 | $9.57M | 0.01% | −22,262−15.2% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 124,254 | $9.56M | 1.46% | +2,891+2.4% | Added |
| Nisa Investment Advisors, LLC | 122,455 | $9.42M | 0.07% | −15,594−11.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 121,669 | $9.36M | 0.06% | +9,973+8.9% | Added |
| Evoke Wealth, LLC | 118,469 | $9.12M | 0.30% | +16,373+16.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 116,214 | $8.98M | 0.12% | +76,889+195.5% | Added |
| Churchill Management Corp | 116,089 | $8.93M | 0.16% | +11,685+11.2% | Added |