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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 49,791 | $3.83M | 0.06% | +49,791 | New |
| Wesleyan Assurance Society | 48,100 | $3.70M | 0.45% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 47,645 | $3.67M | 0.64% | −64,102−57.4% | Reduced |
| Seven Eight Capital, LP | 47,406 | $3.65M | 0.49% | +44,814+1,728.9% | Added |
| Vontobel Holding Ltd. | 46,911 | $3.65M | 0.03% | −25,324−35.1% | Reduced |
| Gateway Investment Advisers LLC | 46,445 | $3.57M | 0.04% | −230.0% | Reduced |
| Erste Asset Management GmbH | 45,531 | $3.54M | 0.07% | −5,489−10.8% | Reduced |
| Hartford Investment Management Co | 45,876 | $3.53M | 0.09% | +2,780+6.5% | Added |
| Scotia Capital Inc. | 45,860 | $3.53M | 0.02% | +3,499+8.3% | Added |
| Baird Financial Group, Inc. | 42,689 | $3.28M | 0.01% | −119−0.3% | Reduced |
| Farmers & Merchants Investments Inc | 42,549 | $3.27M | 0.12% | −616−1.4% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 42,500 | $3.27M | 1.47% | +13,000+44.1% | Added |
| Cresset Asset Management, LLC | 42,423 | $3.27M | 0.03% | −442−1.0% | Reduced |
| Ingalls & Snyder LLC | 42,079 | $3.24M | 0.15% | −590−1.4% | Reduced |
| Cacti Asset Management LLC | 40,050 | $3.13M | 0.25% | 00.0% | Unchanged |
| M. Kraus & Co | 40,704 | $3.13M | 1.05% | +150.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 40,112 | $3.09M | 0.05% | 00.0% | Unchanged |
| Pendal Group Limited | 39,714 | $3.06M | 0.03% | +2,706+7.3% | 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 |
| Norinchukin Bank, The | 39,298 | $3.02M | 0.04% | +3,062+8.5% | Added |
| KBC Group NV | 39,066 | $3.01M | 0.01% | +6,405+19.6% | Added |
| Engineers Gate Manager LP | 38,110 | $2.93M | 0.11% | +16,680+77.8% | Added |
| Wesbanco Bank Inc | 38,090 | $2.93M | 0.11% | +1,517+4.1% | Added |
| Tufton Capital Management | 37,599 | $2.89M | 0.47% | −1,434−3.7% | Reduced |
| Mariner, LLC | 37,559 | $2.89M | 0.01% | +10,406+38.3% | Added |
| Tredje AP-fonden | 37,478 | $2.88M | 0.06% | 00.0% | Unchanged |
| William Allan, LLC | 37,067 | $2.85M | 2.15% | +1,190+3.3% | Added |
| Point72 Hong Kong Ltd | 36,879 | $2.84M | 0.26% | +31,798+625.8% | Added |
| MML Investors Services, LLC | 35,840 | $2.76M | 0.02% | +367+1.0% | Added |
| Financial Advisors Network, Inc. | 35,265 | $2.71M | 0.67% | +35,265 | New |
| Securian Asset Management, Inc | 34,959 | $2.69M | 0.05% | −691−1.9% | Reduced |
| Aureus Asset Management, LLC | 34,214 | $2.63M | 0.17% | +531+1.6% | Added |
| Oregon Public Employees Retirement Fund | 33,961 | $2.61M | 0.03% | −700−2.0% | Reduced |
| Okabena Investment Services Inc | 32,940 | $2.54M | 1.07% | +4,925+17.6% | Added |
| Private Advisor Group, LLC | 32,869 | $2.53M | 0.02% | +713+2.2% | Added |
| Close Asset Management Ltd | 28,674 | $2.50M | 0.09% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 32,336 | $2.49M | 0.07% | 00.0% | Unchanged |
| Sandy Spring Bank | 32,267 | $2.48M | 0.13% | −838−2.5% | Reduced |
| Elo Mutual Pension Insurance Co | 31,736 | $2.44M | 0.07% | +775+2.5% | Added |
| Chartwell Investment Partners, LLC | 31,566 | $2.43M | 0.08% | −6,475−17.0% | Reduced |
| Cohen Klingenstein LLC | 31,307 | $2.41M | 0.10% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 31,293 | $2.41M | 0.02% | −1,867−5.6% | Reduced |
| Shelter Mutual Insurance Co | 31,200 | $2.40M | 0.63% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 31,124 | $2.40M | 0.01% | −1,019−3.2% | Reduced |
| Huntington National Bank | 30,544 | $2.35M | 0.02% | −1,114−3.5% | Reduced |
| Captrust Financial Advisors | 30,463 | $2.34M | 0.02% | +989+3.4% | Added |
| Teachers Retirement System of the State of Kentucky | 30,241 | $2.33M | 0.02% | −1,316−4.2% | Reduced |
| Crossmark Global Holdings, Inc. | 30,059 | $2.31M | 0.05% | +2,230+8.0% | Added |
| AMG National Trust Bank | 29,866 | $2.30M | 0.07% | −237−0.8% | Reduced |
| Ethic Inc. | 29,609 | $2.28M | 0.16% | +9,402+46.5% | Added |
| BTR Capital Management Inc | 28,834 | $2.22M | 0.27% | −915−3.1% | Reduced |
| Cubist Systematic Strategies, LLC | 28,428 | $2.19M | 0.02% | −114,626−80.1% | Reduced |
| Xponance, Inc. | 28,434 | $2.19M | 0.04% | +1,723+6.5% | Added |
| Heritage Investors Management Corp | 28,332 | $2.18M | 0.09% | −362−1.3% | Reduced |
| Evercore Wealth Management, LLC | 28,043 | $2.16M | 0.04% | −171−0.6% | Reduced |
| Desjardins Global Asset Management Inc. | 27,992 | $2.15M | 0.19% | +4,125+17.3% | Added |
| Mackenzie Financial Corp | 27,979 | $2.15M | 0.00% | −501−1.8% | Reduced |
| Seascape Capital Management | 27,431 | $2.11M | 1.09% | +3,791+16.0% | Added |
| Silvercrest Asset Management Group LLC | 27,256 | $2.10M | 0.01% | −840−3.0% | Reduced |
| Kentucky Retirement Systems | 27,087 | $2.08M | 0.09% | +1,512+5.9% | Added |
| LGT Group Foundation | 26,917 | $2.05M | 0.05% | +4,573+20.5% | Added |
| Louisiana State Employees Retirement System | 26,800 | $2.02M | 0.05% | +200+0.8% | Added |
| Alberta Investment Management Corp | 25,935 | $2.00M | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 25,868 | $1.99M | 0.07% | −22,341−46.3% | Reduced |
| Hantz Financial Services, Inc. | 25,792 | $1.99M | 0.06% | +373+1.5% | Added |
| Pacer Advisors, Inc. | 25,737 | $1.98M | 0.02% | −7,950−23.6% | Reduced |
| JB Capital LLC | 25,560 | $1.97M | 0.19% | −92−0.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,405 | $1.96M | 0.04% | +74+0.3% | Added |
| HighTower Trust Services, LTA | 25,342 | $1.95M | 0.19% | +158+0.6% | Added |
| Daiwa Securities Group Inc. | 25,331 | $1.95M | 0.01% | −4,370−14.7% | Reduced |
| New Mexico Educational Retirement Board | 24,708 | $1.90M | 0.07% | −1,400−5.4% | Reduced |
| Panagora Asset Management Inc | 24,397 | $1.88M | 0.01% | +18,937+346.8% | Added |
| Jacobs Levy Equity Management, Inc | 24,242 | $1.86M | 0.01% | +7,342+43.4% | Added |
| J.P. Marvel Investment Advisors, LLC | 24,113 | $1.85M | 0.38% | −150−0.6% | Reduced |
| Banque Cantonale Vaudoise | 24,115 | $1.85M | 0.08% | +10,000+70.8% | Added |
| Hartford Financial Management Inc. | 23,699 | $1.82M | 0.44% | −169−0.7% | Reduced |
| Phraction Management LLC | 23,570 | $1.81M | 1.05% | +3,520+17.6% | Added |
| Liberty Capital Management, Inc. | 23,383 | $1.80M | 0.53% | −196−0.8% | Reduced |
| Shell Asset Management Co | 22,235 | $1.71M | 0.04% | −807−3.5% | Reduced |
| YHB Investment Advisors, Inc. | 22,057 | $1.70M | 0.15% | +571+2.7% | Added |
| Telos Capital Management, Inc. | 21,639 | $1.67M | 0.22% | −971−4.3% | Reduced |
| Connable Office Inc | 21,503 | $1.66M | 0.22% | +175+0.8% | Added |
| Corient Capital Partners, LLC | 21,284 | $1.64M | 0.11% | +5,005+30.7% | Added |
| Steward Partners Investment Advisory, LLC | 21,255 | $1.64M | 0.03% | −2,023−8.7% | Reduced |
| Raymond James Trust N.A. | 21,215 | $1.63M | 0.05% | −752−3.4% | Reduced |
| Ossiam | 20,245 | $1.56M | 0.04% | +20,245 | New |
| Mirabella Financial Services LLP | 19,991 | $1.54M | 0.17% | +13,385+202.6% | Added |
| Bokf, NA | 19,666 | $1.51M | 0.02% | +983+5.3% | Added |
| Holowesko Partners Ltd. | 19,000 | $1.46M | 0.73% | +4,000+26.7% | Added |
| Verition Fund Management LLC | 18,995 | $1.46M | 0.03% | +10,136+114.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 18,903 | $1.46M | 0.03% | −206−1.1% | Reduced |
| Veritable, L.P. | 18,864 | $1.45M | 0.02% | +438+2.4% | Added |
| GM Advisory Group, Inc. | 18,844 | $1.45M | 0.17% | −19,753−51.2% | Reduced |
| TrimTabs Asset Management, LLC | 18,514 | $1.43M | 0.48% | +478+2.7% | Added |
| Tiaa, FSB | 18,498 | $1.42M | 0.00% | −790−4.1% | Reduced |
| PFS Investments Inc. | 18,331 | $1.41M | 0.03% | +1,370+8.1% | Added |
| M Holdings Securities, Inc. | 18,245 | $1.40M | 0.11% | +18,245 | New |
| Bartlett & Co. Wealth Management LLC | 18,235 | $1.40M | 0.02% | −591−3.1% | Reduced |
| Bartlett & Co. LLC | 18,235 | $1.40M | 0.02% | −591−3.1% | Reduced |