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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 115,637 | $8.90M | 0.06% | +21,789+23.2% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 114,620 | $8.82M | 0.10% | 00.0% | Unchanged |
| 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 |
| Standard Life Aberdeen plc | 109,115 | $8.54M | 0.02% | −40,786−27.2% | Reduced |
| DnB Asset Management AS | 110,791 | $8.53M | 0.05% | +15,124+15.8% | Added |
| Arizona State Retirement System | 110,728 | $8.52M | 0.07% | −315−0.3% | Reduced |
| CIBC Asset Management Inc | 110,474 | $8.50M | 0.03% | +8,603+8.4% | Added |
| USS Investment Management Ltd | 110,152 | $8.47M | 0.07% | +19,165+21.1% | Added |
| Meyer Handelman Co | 108,162 | $8.32M | 0.32% | +2,250+2.1% | Added |
| First Manhattan Co | 108,012 | $8.31M | 0.03% | +6,919+6.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 107,543 | $8.28M | 0.03% | −98,741−47.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 107,359 | $8.26M | 0.08% | +98,122+1,062.3% | Added |
| State of Michigan Retirement System | 107,207 | $8.25M | 0.05% | +236+0.2% | Added |
| Bradley Foster & Sargent Inc | 105,861 | $8.15M | 0.17% | −10,743−9.2% | Reduced |
| LPL Financial LLC | 104,236 | $8.02M | 0.01% | +537+0.5% | Added |
| Employees Retirement System of Texas | 104,000 | $8.00M | 0.10% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 101,072 | $7.78M | 0.02% | −3,644−3.5% | Reduced |
| Gotham Asset Management, LLC | 101,044 | $7.78M | 0.24% | +36,989+57.7% | Added |
| Bahl & Gaynor Inc | 99,557 | $7.66M | 0.06% | −1,442−1.4% | Reduced |
| Susquehanna International Group, LLP | 99,244 | $7.64M | 0.01% | −43,246−30.4% | Reduced |
| Schwartz Investment Counsel Inc | 97,000 | $7.46M | 0.31% | 00.0% | Unchanged |
| Woodline Partners LP | 96,213 | $7.40M | 0.12% | −73,118−43.2% | Reduced |
| EFG Asset Management (Americas) Corp. | 95,388 | $7.36M | 1.36% | −35,215−27.0% | Reduced |
| Jane Street Group, LLC | 95,416 | $7.34M | 0.01% | +20,156+26.8% | Added |
| State of Alaska, Department of Revenue | 95,228 | $7.33M | 0.08% | −4,550−4.6% | Reduced |
| Calamos Advisors LLC | 93,755 | $7.21M | 0.03% | +12,497+15.4% | Added |
| Nomura Asset Management Co Ltd | 91,869 | $7.07M | 0.04% | +3,310+3.7% | Added |
| Advisor Group Holdings, Inc. | 90,843 | $7.05M | 0.01% | −8,550−8.6% | Reduced |
| ProShare Advisors LLC | 88,988 | $6.85M | 0.01% | −1,623−1.8% | Reduced |
| Keybank National Association | 88,849 | $6.84M | 0.03% | −7,539−7.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 88,124 | $6.78M | 0.13% | +2,490+2.9% | Added |
| Trexquant Investment LP | 87,570 | $6.74M | 0.32% | −35,787−29.0% | Reduced |
| Greenwood Gearhart Inc | 86,703 | $6.67M | 0.92% | +21,352+32.7% | Added |
| Middleton & Co Inc | 86,168 | $6.63M | 0.71% | −1,350−1.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 85,916 | $6.61M | 0.01% | −3,590−4.0% | Reduced |
| Illinois Municipal Retirement Fund | 85,780 | $6.60M | 0.19% | −34,516−28.7% | Reduced |
| Forsta Ap-Fonden | 83,800 | $6.45M | 0.07% | −37,100−30.7% | Reduced |
| Swedbank AB | 82,917 | $6.38M | 0.01% | 00.0% | Unchanged |
| Nordea Investment Management AB | 81,851 | $6.38M | 0.01% | +51,052+165.8% | Added |
| Truist Financial Corp | 82,388 | $6.34M | 0.01% | −11,320−12.1% | Reduced |
| Commerce Bank | 81,160 | $6.25M | 0.04% | −3,426−4.1% | Reduced |
| Prospector Partners LLC | 80,940 | $6.23M | 0.77% | +11,450+16.5% | Added |
| Brinker Capital Investments, LLC | 80,519 | $6.20M | 0.10% | −1,097−1.3% | Reduced |
| Achmea Investment Management B.V. | 80,409 | $6.19M | 0.16% | +80,409 | New |
| Osborne Partners Capital Management, LLC | 80,305 | $6.18M | 0.46% | +3,790+5.0% | Added |
| Peapack Gladstone Financial Corp | 79,304 | $6.10M | 0.12% | −491−0.6% | Reduced |
| Janney Montgomery Scott LLC | 78,448 | $6.04M | 0.03% | −5,747−6.8% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 76,823 | $5.91M | 0.32% | +76,823 | New |
| Allied Investment Advisors, LLC | 76,502 | $5.89M | 1.92% | +5,846+8.3% | Added |
| Utah Retirement Systems | 75,852 | $5.84M | 0.08% | −1,500−1.9% | Reduced |
| Barclays PLC | 74,602 | $5.74M | 0.00% | +74,602 | New |
| Lincoln Capital LLC | 74,126 | $5.70M | 1.34% | −756−1.0% | Reduced |
| Blueshift Asset Management, LLC | 73,967 | $5.69M | 0.52% | +33,276+81.8% | Added |
| Windward Capital Management Co | 73,651 | $5.67M | 0.51% | −281−0.4% | Reduced |
| Guggenheim Capital LLC | 73,317 | $5.64M | 0.03% | +2,291+3.2% | Added |
| Gofen & Glossberg LLC | 73,125 | $5.63M | 0.13% | +4,951+7.3% | Added |
| Westpac Banking Corp | 72,577 | $5.58M | 0.06% | −862−1.2% | Reduced |
| Handelsbanken Fonder AB | 71,956 | $5.54M | 0.03% | +6,110+9.3% | Added |
| Rockefeller Capital Management L.P. | 71,673 | $5.51M | 0.03% | −16,085−18.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 70,897 | $5.46M | 0.01% | −2,496−3.4% | Reduced |
| Carlson Capital L P | 69,852 | $5.38M | 0.37% | +10,000+16.7% | Added |
| Natixis Advisors, L.P. | 69,240 | $5.33M | 0.02% | −8,455−10.9% | Reduced |
| Macquarie Group Ltd | 67,460 | $5.19M | 0.00% | +206+0.3% | Added |
| ING Groep NV | 67,422 | $5.19M | 0.05% | +11,982+21.6% | Added |
| Delta Asset Management LLC | 66,741 | $5.14M | 0.50% | +2,734+4.3% | Added |
| Public Employees Retirement Association of Colorado | 66,207 | $5.09M | 0.02% | −6,044−8.4% | Reduced |
| Fifth Third Bancorp | 65,549 | $5.04M | 0.02% | −3,549−5.1% | Reduced |
| Gulf International Bank (UK) Ltd | 65,534 | $5.04M | 0.08% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 65,208 | $5.02M | 0.15% | +9,558+17.2% | Added |
| Yousif Capital Management, LLC | 64,924 | $5.00M | 0.05% | −9,696−13.0% | Reduced |
| Amica Mutual Insurance Co | 62,556 | $4.81M | 0.57% | −53,760−46.2% | Reduced |
| British Columbia Investment Management Corp | 62,301 | $4.79M | 0.03% | −9,028−12.7% | Reduced |
| IFM Investors Pty Ltd | 61,199 | $4.71M | 0.07% | +8,666+16.5% | Added |
| Mackay Shields LLC | 60,954 | $4.69M | 0.04% | −2,374−3.7% | Reduced |
| Diversified Trust Co | 60,044 | $4.62M | 0.16% | +12,072+25.2% | Added |
| Fiduciary Trust Co | 59,646 | $4.59M | 0.08% | −3,814−6.0% | Reduced |
| HM Payson & Co | 59,635 | $4.59M | 0.10% | −15,049−20.2% | Reduced |
| Foyston, Gordon, & Payne Inc | 59,471 | $4.58M | 1.12% | −7,789−11.6% | Reduced |
| Rockland Trust Co | 59,053 | $4.54M | 0.29% | −10,239−14.8% | Reduced |
| Glenmede Trust Co NA | 57,816 | $4.45M | 0.02% | −1,373−2.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 56,861 | $4.38M | 0.04% | +3,545+6.6% | Added |
| Mutual of America Capital Management LLC | 56,844 | $4.37M | 0.05% | +648+1.2% | Added |
| Sheets Smith Wealth Management | 56,328 | $4.33M | 0.60% | −1,000−1.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 56,223 | $4.33M | 1.07% | −737−1.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 55,724 | $4.29M | 0.04% | −30,000−35.0% | Reduced |
| Graybill Bartz & Assoc Ltd | 55,200 | $4.25M | 2.07% | +983+1.8% | Added |
| Texas Permanent School Fund | 55,121 | $4.24M | 0.06% | −3,468−5.9% | Reduced |
| Tower Research Capital LLC (TRC) | 54,915 | $4.23M | 0.04% | +22,816+71.1% | Added |
| Magnetar Financial LLC | 53,649 | $4.13M | 0.04% | +53,649 | New |
| Swiss Life Asset Management Ltd | 53,366 | $4.11M | 0.06% | −8,304−13.5% | Reduced |
| Comerica Bank | 53,834 | $4.07M | 0.03% | −6,998−11.5% | Reduced |
| Regions Financial Corp | 51,227 | $3.94M | 0.03% | −338−0.7% | Reduced |
| BTC Capital Management, Inc. | 50,819 | $3.92M | 0.39% | +471+0.9% | Added |
| Clifford Swan Investment Counsel LLC | 50,739 | $3.90M | 0.14% | −2,507−4.7% | Reduced |
| Kanawha Capital Management LLC | 50,552 | $3.89M | 0.34% | −1,028−2.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 50,218 | $3.86M | 0.01% | +7,366+17.2% | Added |
| FIL Ltd | 50,153 | $3.86M | 0.00% | +4,484+9.8% | Added |
| IndexIQ Advisors LLC | 50,055 | $3.85M | 0.14% | +42,893+598.9% | Added |
| Leverage Partners Absolute Return Fund SPC | 50,000 | $3.85M | 2.74% | −2,000−3.8% | Reduced |